Smartbird, Inc.
BIRD- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001653909
In the last 90 days, Smartbird, Inc. insiders filed 0 open-market purchases and 4 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $5.99M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Smartbird, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 129
- +34 vs. Q4 2021
- Shares held
- 41.6M
- +6.66M (+19.1%) vs. Q4 2021
- Total value
- $250.0M
- −$270.9M (−52.0%) vs. Q4 2021
- New holders
- 60
- 35 more added
- Sold out
- 26
- 16 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BIRD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $5.99M |
| Q1 2026 | 38 | $4.32M |
| Q4 2025 | 39 | $6.07M |
| Q3 2025 | 45 | $8.21M |
| Q2 2025 | 43 | $19.1M |
| Q1 2025 | 45 | $8.98M |
| Q4 2024 | 53 | $9.81M |
| Q3 2024 | 50 | $16.2M |
| Q2 2024 | 111 | $15.1M |
| Q1 2024 | 99 | $26.0M |
| Q4 2023 | 111 | $48.7M |
| Q3 2023 | 125 | $42.1M |
| Q2 2023 | 125 | $43.8M |
| Q1 2023 | 126 | $45.1M |
| Q4 2022 | 153 | $103.8M |
| Q3 2022 | 155 | $150.5M |
| Q2 2022 | 149 | $190.6M |
| Q1 2022 | 129 | $250.0M |
| Q4 2021 | 96 | $520.9M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30 | $0 | 0.00% | +10+50.0% | Added |
| AllSquare Wealth Management LLC | 11 | $0 | 0.00% | +11 | New |
| TCWP LLC | 92 | $0 | 0.00% | +92 | New |
| Toth Financial Advisory Corp | 230 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 130 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Bellevue Asset Management, LLC | 207 | $1.00K | 0.00% | +207 | New |
| Gould Capital, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 370 | $2.00K | 0.00% | +370 | New |
| FNY Investment Advisers, LLC | 650 | $3.00K | 0.00% | −50−7.1% | Reduced |
| Sargent Bickham Lagudis LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 417 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 544 | $3.00K | 0.00% | +544 | New |
| Steward Partners Investment Advisory, LLC | 714 | $4.00K | 0.00% | +114+19.0% | Added |
| Penserra Capital Management LLC | 968 | $5.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 754 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,153 | $5.00K | 0.00% | +1,153 | New |
| Clearstead Advisors, LLC | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,014 | $6.09K | 0.00% | −2,407−70.4% | Reduced |
| Performa Ltd (US), LLC | 1,275 | $8.00K | 0.01% | +1,275 | New |
| American Portfolios Advisors | 2,300 | $13.8K | 0.00% | +1,000+76.9% | Added |
| Pacific Center for Financial Services | 2,553 | $15.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,569 | $15.0K | 0.00% | +2,385+1,296.2% | Added |
| BDO Wealth Advisors, LLC | 2,600 | $16.0K | 0.00% | +600+30.0% | Added |
| Advisor Group Holdings, Inc. | 4,072 | $24.0K | 0.00% | −12,723−75.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,652 | $28.0K | 0.00% | −4,455−48.9% | Reduced |
| Cutler Group LP | 5,227 | $31.0K | 0.00% | +5,227 | New |
| FourThought Financial, LLC | 6,128 | $37.0K | 0.00% | +6,128 | New |
| Captrust Financial Advisors | 6,514 | $39.0K | 0.00% | +3,100+90.8% | Added |
| Simplex Trading, LLC | 7,397 | $44.0K | 0.00% | +1,173+18.8% | Added |
| Water Island Capital LLC | 10,000 | $60.0K | 0.00% | +8,000+400.0% | Added |
| Kore Private Wealth LLC | 10,005 | $60.0K | 0.01% | +10,005 | New |
| Avalon Investment & Advisory | 10,500 | $63.0K | 0.00% | +10,500 | New |
| Commonwealth Equity Services, LLC | 11,255 | $67.0K | 0.00% | +11,255 | New |
| Quantbot Technologies LP | 11,625 | $69.0K | 0.01% | +11,625 | New |
| Game Plan Financial Advisors, LLC | 12,000 | $72.0K | 0.04% | +12,000 | New |
| Gamco Investors, Inc. Et Al | 12,500 | $75.0K | 0.00% | +12,500 | New |
| Walleye Capital LLC | 13,040 | $78.0K | 0.00% | +13,040 | New |
| Patriot Financial Group Insurance Agency, LLC | 13,270 | $80.0K | 0.01% | +13,270 | New |
| HighTower Advisors, LLC | 15,138 | $91.0K | 0.00% | −415−2.7% | Reduced |
| Dark Forest Capital Management LP | 15,771 | $94.0K | 0.02% | +15,771 | New |
| Old National Bancorp | 15,769 | $95.0K | 0.00% | +15,769 | New |
| Heritage Investors Management Corp | 16,459 | $99.0K | 0.00% | +16,459 | New |
| Wolverine Trading, LLC | 15,438 | $100.0K | 0.00% | +15,438 | New |
| Skylands Capital, LLC | 16,600 | $100.0K | 0.01% | +16,600 | New |
| Wells Fargo & Company | 17,375 | $104.0K | 0.00% | +8,600+98.0% | Added |
| Old Mission Capital LLC | 17,691 | $106.0K | 0.00% | +17,691 | New |
| Wesbanco Bank Inc | 19,311 | $116.0K | 0.00% | +19,311 | New |
| Privium Fund Management B.V. | 20,000 | $120.0K | 0.03% | +20,000 | New |
| Price T Rowe Associates Inc | 23,260 | $140.0K | 0.00% | −9,008,887−99.7% | Reduced |
| Advisory Research Inc | 26,127 | $157.0K | 0.01% | +26,127 | New |
| Asset Management One Co.,Ltd. | 27,527 | $165.0K | 0.00% | +27,527 | New |
| National Bank of Canada | 28,300 | $170.0K | 0.00% | +11,200+65.5% | Added |
| Envestnet Asset Management Inc | 30,971 | $186.0K | 0.00% | +30,971 | New |
| Banque Pictet & Cie SA | 31,400 | $189.0K | 0.00% | −1,188,600−97.4% | Reduced |
| Wrapmanager Inc | 31,555 | $190.0K | 0.05% | +31,555 | New |
| Lombard Odier Asset Management (USA) Corp | 33,754 | $203.0K | 0.04% | +33,754 | New |
| Virtu Financial LLC | 34,242 | $206.0K | 0.02% | +16,970+98.3% | Added |
| Royal Bank of Canada | 34,984 | $211.0K | 0.00% | +31,938+1,048.5% | Added |
| PEAK6 Investments LLC | 35,221 | $212.0K | 0.01% | +35,221 | New |
| Stifel Financial Corp | 37,264 | $224.0K | 0.00% | +37,264 | New |
| Macquarie Group Ltd | 41,040 | $247.0K | 0.00% | +10,001+32.2% | Added |
| Dynamic Technology Lab Private Ltd | 41,495 | $249.0K | 0.03% | +41,495 | New |
| Renaissance Technologies LLC | 44,217 | $266.0K | 0.00% | +44,217 | New |
| Blueshift Asset Management, LLC | 44,389 | $267.0K | 0.02% | +44,389 | New |
| Northern Trust Corp | 45,210 | $272.0K | 0.00% | +9,478+26.5% | Added |
| CIBC Private Wealth Group, LLC | 45,625 | $274.0K | 0.00% | +45,625 | New |
| Ergoteles LLC | 46,000 | $276.0K | 0.01% | +46,000 | New |
| Tudor Investment Corp Et Al | 50,486 | $303.0K | 0.01% | +486+1.0% | Added |
| Engineers Gate Manager LP | 52,659 | $316.0K | 0.01% | +52,659 | New |
| Alliancebernstein L.P. | 61,423 | $369.0K | 0.00% | +47,941+355.6% | Added |
| Sculptor Capital LP | 61,700 | $371.0K | 0.00% | +61,700 | New |
| Group One Trading, L.P. | 63,734 | $383.0K | 0.01% | +50,497+381.5% | Added |
| Allen Investment Management LLC | 73,708 | $443.0K | 0.01% | +73,708 | New |
| UBS Group AG | 80,199 | $482.0K | 0.00% | −690,200−89.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 80,161 | $482.0K | 0.12% | +80,161 | New |
| Jump Financial, LLC | 80,471 | $484.0K | 0.02% | +80,471 | New |
| State Street Corp | 82,945 | $498.0K | 0.00% | +70,245+553.1% | Added |
| Hamilton Lane Advisors LLC | 90,602 | $545.0K | 0.12% | +90,602 | New |
| Northeast Financial Consultants Inc | 93,167 | $560.0K | 0.03% | +93,167 | New |
| ExodusPoint Capital Management, LP | 94,646 | $569.0K | 0.01% | +94,646 | New |
| Qube Research & Technologies Ltd | 107,346 | $645.0K | 0.01% | +107,346 | New |
| Twinbeech Capital LP | 112,169 | $674.0K | 0.03% | +112,169 | New |
| Squarepoint Ops LLC | 115,121 | $692.0K | 0.01% | −879−0.8% | Reduced |
| Needham Investment Management LLC | 127,500 | $767.0K | 0.11% | +72,500+131.8% | Added |
| Agf Investments Inc. | 143,423 | $862.0K | 0.01% | −37,584−20.8% | Reduced |
| Bank of Montreal | 134,180 | $866.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 155,209 | $933.0K | 0.00% | −474,055−75.3% | Reduced |
| Jane Street Group, LLC | 156,074 | $938.0K | 0.00% | +156,074 | New |
| Ghisallo Capital Management LLC | 175,000 | $1.05M | 0.11% | 00.0% | Unchanged |
| FIL Ltd | 184,558 | $1.11M | 0.00% | +101,155+121.3% | Added |
| Allworth Financial LP | 186,820 | $1.12M | 0.01% | +186,820 | New |
| Geode Capital Management, LLC | 188,862 | $1.14M | 0.00% | +5,746+3.1% | Added |
| Morgan Stanley | 191,319 | $1.15M | 0.00% | +62,088+48.0% | Added |