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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 11,800 | $46.0K | 0.00% | +11,800 | New |
| Stephens Inc | 11,495 | $45.0K | 0.00% | +11,495 | New |
| Point72 Hong Kong Ltd | 11,014 | $43.0K | 0.00% | +11,014 | New |
| Jefferies Group LLC | 10,565 | $41.5K | 0.00% | +10,565 | New |
| 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 |
| 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 |
| Citigroup Inc | 8,019 | $32.0K | 0.00% | +8,019 | New |
| 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 |
| Captrust Financial Advisors | 6,514 | $26.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,171 | $24.3K | 0.00% | +6,171 | New |
| 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 |
| Cutler Group LP | 4,724 | $18.0K | 0.00% | −503−9.6% | Reduced |
| American Portfolios Advisors | 4,300 | $16.9K | 0.00% | +2,000+87.0% | Added |
| Penserra Capital Management LLC | 4,018 | $15.0K | 0.00% | +3,050+315.1% | Added |
| 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 |
| Dark Forest Capital Management LP | 2,409 | $9.00K | 0.00% | −13,362−84.7% | Reduced |
| Montag A & Associates Inc | 1,509 | $6.00K | 0.00% | +1,509 | New |
| CWM, LLC | 1,500 | $6.00K | 0.00% | +1,500 | New |
| Global Retirement Partners, LLC | 1,153 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $4.00K | 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 |
| 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 |
| 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 |
| Eagle Bay Advisors LLC | 150 | $590 | 0.00% | +150 | New |
| 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 |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −438,718−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −290,672−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −134,180−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −115,121−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −112,169−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −107,346−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −94,646−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −90,602−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −80,471−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −80,161−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −61,700−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −52,659−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −45,625−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −44,389−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −44,217−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −35,221−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −27,527−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −19,311−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −17,691−100.0% | Sold out |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,040−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,625−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |