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 |
|---|---|---|---|---|---|
| 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 |
| American Portfolios Advisors | 2,300 | $13.8K | 0.00% | +1,000+76.9% | Added |
| Performa Ltd (US), LLC | 1,275 | $8.00K | 0.01% | +1,275 | New |
| Koshinski Asset Management, Inc. | 1,014 | $6.09K | 0.00% | −2,407−70.4% | Reduced |
| Clearstead Advisors, LLC | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 714 | $4.00K | 0.00% | +114+19.0% | Added |
| 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 |
| Gould Capital, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 370 | $2.00K | 0.00% | +370 | 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 |
| 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 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,105,531−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −922,661−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −246,707−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −193,786−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −179,407−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −127,100−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −105,144−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −46,411−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −36,300−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −30,960−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −25,548−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −18,284−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −10,763−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Ritter Daniher Financial Advisory, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |