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, Q2 2022
Institutional positions in Smartbird, Inc. as of Jun 30, 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
- 149
- +20 vs. Q1 2022
- Shares held
- 48.5M
- +6.91M (+16.6%) vs. Q1 2022
- Total value
- $190.6M
- −$59.4M (−23.8%) vs. Q1 2022
- New holders
- 53
- 38 more added
- Sold out
- 33
- 26 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 250 | $0 | 0.00% | −400−61.5% | Reduced |
| Macroview Investment Management LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| AllSquare Wealth Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 70 | $0 | 0.00% | +70 | New |
| Eukles Asset Management | 1 | $0 | 0.00% | +1 | New |
| Eagle Bay Advisors LLC | 150 | $590 | 0.00% | +150 | New |
| Farmers & Merchants Investments Inc | 370 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 230 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 130 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 304 | $1.00K | 0.00% | +304 | New |
| Steward Partners Investment Advisory, LLC | 600 | $2.00K | 0.00% | −114−16.0% | Reduced |
| Sargent Bickham Lagudis LLC | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 544 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 754 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $3.00K | 0.00% | +925 | New |
| Clearstead Advisors, LLC | 1,000 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,153 | $5.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,509 | $6.00K | 0.00% | +1,509 | New |
| CWM, LLC | 1,500 | $6.00K | 0.00% | +1,500 | New |
| Dark Forest Capital Management LP | 2,409 | $9.00K | 0.00% | −13,362−84.7% | Reduced |
| BDO Wealth Advisors, LLC | 2,600 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,569 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2,553 | $10.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,018 | $15.0K | 0.00% | +3,050+315.1% | Added |
| American Portfolios Advisors | 4,300 | $16.9K | 0.00% | +2,000+87.0% | Added |
| Cutler Group LP | 4,724 | $18.0K | 0.00% | −503−9.6% | Reduced |
| UBS Group AG | 4,797 | $19.0K | 0.00% | −75,402−94.0% | Reduced |
| Performa Ltd (US), LLC | 4,750 | $19.0K | 0.01% | +3,475+272.5% | Added |
| Metropolitan Life Insurance Co | 6,171 | $24.3K | 0.00% | +6,171 | New |
| Captrust Financial Advisors | 6,514 | $26.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6,874 | $27.0K | 0.00% | +746+12.2% | Added |
| Ameritas Investment Partners, Inc. | 7,078 | $27.0K | 0.00% | +7,078 | New |
| Citigroup Inc | 8,019 | $32.0K | 0.00% | +8,019 | New |
| Water Island Capital LLC | 10,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,005 | $39.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,431 | $41.0K | 0.00% | −6,944−40.0% | Reduced |
| Avalon Investment & Advisory | 10,500 | $41.0K | 0.00% | 00.0% | Unchanged |
| PFS Investments Inc. | 10,508 | $41.0K | 0.00% | +10,508 | New |
| ProShare Advisors LLC | 10,601 | $41.0K | 0.00% | +10,601 | New |
| Jefferies Group LLC | 10,565 | $41.5K | 0.00% | +10,565 | New |
| Point72 Hong Kong Ltd | 11,014 | $43.0K | 0.00% | +11,014 | New |
| Stephens Inc | 11,495 | $45.0K | 0.00% | +11,495 | New |
| Commonwealth Equity Services, LLC | 11,755 | $46.0K | 0.00% | +500+4.4% | Added |
| Two Sigma Advisers, LP | 11,800 | $46.0K | 0.00% | +11,800 | New |
| Teacher Retirement System of Texas | 11,852 | $47.0K | 0.00% | +11,852 | New |
| LPL Financial LLC | 11,955 | $47.0K | 0.00% | +11,955 | New |
| Tower Research Capital LLC (TRC) | 12,381 | $49.0K | 0.00% | +7,729+166.1% | Added |
| Gsa Capital Partners LLP | 12,570 | $49.0K | 0.01% | +12,570 | New |
| Amalgamated Bank | 12,730 | $50.0K | 0.00% | +12,730 | New |
| Patriot Financial Group Insurance Agency, LLC | 14,770 | $58.0K | 0.01% | +1,500+11.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 16,062 | $63.0K | 0.01% | −17,692−52.4% | Reduced |
| Heritage Investors Management Corp | 16,459 | $65.0K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 17,000 | $65.0K | 0.05% | +5,000+41.7% | Added |
| Landscape Capital Management, L.L.C. | 17,606 | $69.0K | 0.01% | +17,606 | New |
| Edmond de Rothschild Holding S.A. | 18,000 | $71.0K | 0.00% | +18,000 | New |
| Janney Montgomery Scott LLC | 18,474 | $74.0K | 0.00% | +18,474 | New |
| State of Wisconsin Investment Board | 19,424 | $76.0K | 0.00% | +19,424 | New |
| D. E. Shaw & Co., Inc. | 20,124 | $79.0K | 0.00% | −1,096,089−98.2% | Reduced |
| Janus Henderson Group PLC | 20,014 | $79.0K | 0.00% | +20,014 | New |
| Afg Fiduciary Services Limited Partnership | 20,000 | $79.0K | 0.07% | +20,000 | New |
| Blair William & Co | 20,245 | $80.0K | 0.00% | +20,245 | New |
| Gamco Investors, Inc. Et Al | 21,500 | $84.0K | 0.00% | +9,000+72.0% | Added |
| Arizona State Retirement System | 21,824 | $86.0K | 0.00% | +21,824 | New |
| Wolverine Trading, LLC | 22,605 | $87.0K | 0.00% | +7,167+46.4% | Added |
| HighTower Advisors, LLC | 22,573 | $89.0K | 0.00% | +7,435+49.1% | Added |
| Integrated Wealth Concepts LLC | 22,955 | $90.0K | 0.00% | +22,955 | New |
| Cubist Systematic Strategies, LLC | 23,597 | $93.0K | 0.00% | −333,562−93.4% | Reduced |
| Price T Rowe Associates Inc | 23,981 | $94.0K | 0.00% | +721+3.1% | Added |
| HSBC Holdings PLC | 25,060 | $97.0K | 0.00% | +25,060 | New |
| Marathon Partners Equity Management, LLC | 25,000 | $98.0K | 0.19% | +25,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 26,995 | $106.0K | 0.00% | +26,995 | New |
| Old National Bancorp | 28,185 | $111.0K | 0.00% | +12,416+78.7% | Added |
| Legal & General Group Plc | 28,718 | $113.0K | 0.00% | +28,718 | New |
| Barber Financial Group, Inc. | 30,000 | $118.0K | 0.02% | +30,000 | New |
| Voya Investment Management LLC | 35,202 | $138.0K | 0.00% | +35,202 | New |
| Macquarie Group Ltd | 37,680 | $148.0K | 0.00% | −3,360−8.2% | Reduced |
| Invesco Ltd. | 38,191 | $151.0K | 0.00% | +38,191 | New |
| Manufacturers Life Insurance Company, The | 40,019 | $157.3K | 0.00% | +40,019 | New |
| Stifel Financial Corp | 40,907 | $161.0K | 0.00% | +3,643+9.8% | Added |
| Paradigm Financial Partners, LLC | 35,184 | $164.0K | 0.05% | +35,184 | New |
| American International Group, Inc. | 44,170 | $174.0K | 0.00% | +44,170 | New |
| Royal Bank of Canada | 47,599 | $187.0K | 0.00% | +12,615+36.1% | Added |
| Tudor Investment Corp Et Al | 50,000 | $197.0K | 0.01% | −486−1.0% | Reduced |
| Credit Suisse AG | 51,665 | $203.0K | 0.00% | +51,665 | New |
| MetLife Investment Management | 53,174 | $209.0K | 0.00% | +53,174 | New |
| Simplex Trading, LLC | 54,254 | $213.0K | 0.01% | +46,857+633.5% | Added |
| SG Americas Securities, LLC | 55,992 | $220.0K | 0.00% | +55,992 | New |
| Advisory Research Inc | 57,735 | $227.0K | 0.02% | +31,608+121.0% | Added |
| Envestnet Asset Management Inc | 58,492 | $230.0K | 0.00% | +27,521+88.9% | Added |
| Wrapmanager Inc | 59,699 | $235.0K | 0.07% | +28,144+89.2% | Added |
| Alliancebernstein L.P. | 61,423 | $241.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 65,843 | $259.0K | 0.02% | +31,601+92.3% | Added |
| New York State Common Retirement Fund | 66,100 | $260.0K | 0.00% | +66,100 | New |
| UBS Asset Management Americas Inc | 71,685 | $281.7K | 0.00% | +71,685 | New |