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, Q3 2022
Institutional positions in Smartbird, Inc. as of Sep 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
- 155
- +6 vs. Q2 2022
- Shares held
- 49.5M
- +1.01M (+2.1%) vs. Q2 2022
- Total value
- $150.5M
- −$40.1M (−21.0%) vs. Q2 2022
- New holders
- 31
- 55 more added
- Sold out
- 25
- 32 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 130 | $0 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 150 | $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 |
| Eukles Asset Management | 1 | $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 |
| FNY Investment Advisers, LLC | 250 | $0 | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 75 | $0 | 0.00% | +75 | New |
| Gould Capital, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 300 | $1.00K | 0.00% | +300 | New |
| Almanack Investment Partners, LLC. | 270 | $1.00K | 0.00% | +270 | New |
| US Bancorp | 808 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 754 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 544 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $2.00K | 0.00% | +500 | New |
| Clearstead Advisors, LLC | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,267 | $4.00K | 0.00% | +1,267 | New |
| Montag A & Associates Inc | 1,509 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,466 | $5.00K | 0.00% | +313+27.1% | Added |
| Nisa Investment Advisors, LLC | 1,520 | $5.00K | 0.00% | +1,520 | New |
| Dark Forest Capital Management LP | 1,829 | $6.00K | 0.00% | −580−24.1% | Reduced |
| FMR LLC | 2,485 | $8.00K | 0.00% | −729,070−99.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,569 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2,553 | $8.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,769 | $11.0K | 0.00% | −4,250−53.0% | Reduced |
| Advisors Preferred, LLC | 4,389 | $14.0K | 0.02% | +4,389 | New |
| Metropolitan Life Insurance Co | 6,171 | $18.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,078 | $21.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6,874 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 7,239 | $22.0K | 0.00% | +2,515+53.2% | Added |
| American Portfolios Advisors | 9,637 | $29.3K | 0.00% | +5,337+124.1% | Added |
| Water Island Capital LLC | 10,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,100 | $31.0K | 0.00% | +10,100 | New |
| Two Sigma Securities, LLC | 10,291 | $31.0K | 0.00% | +10,291 | New |
| Wells Fargo & Company | 10,612 | $32.0K | 0.00% | +181+1.7% | Added |
| ProShare Advisors LLC | 10,643 | $32.0K | 0.00% | +42+0.4% | Added |
| Victory Capital Management Inc | 10,523 | $32.0K | 0.00% | +10,523 | New |
| Performa Ltd (US), LLC | 11,000 | $33.0K | 0.02% | +6,250+131.6% | Added |
| Principal Financial Group Inc | 10,714 | $33.0K | 0.00% | +10,714 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,986 | $33.0K | 0.00% | +10,986 | New |
| PFS Investments Inc. | 11,217 | $34.0K | 0.00% | +709+6.7% | Added |
| International Assets Investment Management, LLC | 11,079 | $34.0K | 0.01% | +11,079 | New |
| Tower Research Capital LLC (TRC) | 11,629 | $35.0K | 0.00% | −752−6.1% | Reduced |
| Bank of Montreal | 11,761 | $36.0K | 0.00% | +11,761 | New |
| LPL Financial LLC | 12,175 | $37.0K | 0.00% | +220+1.8% | Added |
| Amalgamated Bank | 12,857 | $39.0K | 0.00% | +127+1.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,070 | $40.0K | 0.01% | −1,700−11.5% | Reduced |
| Teacher Retirement System of Texas | 13,403 | $41.0K | 0.00% | +1,551+13.1% | Added |
| Price T Rowe Associates Inc | 14,952 | $46.0K | 0.00% | −9,029−37.7% | Reduced |
| Wolverine Trading, LLC | 15,606 | $48.0K | 0.00% | −6,999−31.0% | Reduced |
| Parallel Advisors, LLC | 16,069 | $49.0K | 0.00% | +16,069 | New |
| Heritage Investors Management Corp | 16,459 | $50.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 16,567 | $50.0K | 0.00% | +5,072+44.1% | Added |
| State of Wisconsin Investment Board | 17,457 | $53.0K | 0.00% | −1,967−10.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 18,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,453 | $56.0K | 0.00% | −21−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 18,483 | $56.0K | 0.00% | +6,728+57.2% | Added |
| Beaumont Capital Management, LLC | 19,389 | $59.0K | 0.06% | +19,389 | New |
| Simplex Trading, LLC | 20,219 | $61.0K | 0.00% | −34,035−62.7% | Reduced |
| Integrated Wealth Concepts LLC | 20,103 | $61.0K | 0.00% | −2,852−12.4% | Reduced |
| Venture Visionary Partners LLC | 20,343 | $61.0K | 0.00% | +20,343 | New |
| Janus Henderson Group PLC | 20,130 | $62.0K | 0.00% | +116+0.6% | Added |
| Game Plan Financial Advisors, LLC | 21,000 | $64.0K | 0.05% | +4,000+23.5% | Added |
| Cubist Systematic Strategies, LLC | 22,228 | $68.0K | 0.00% | −1,369−5.8% | Reduced |
| Blair William & Co | 22,467 | $68.0K | 0.00% | +2,222+11.0% | Added |
| Gamco Investors, Inc. Et Al | 23,000 | $70.0K | 0.00% | +1,500+7.0% | Added |
| Aigen Investment Management, LP | 23,177 | $70.0K | 0.01% | +23,177 | New |
| Insight Advisors, LLC | 23,000 | $70.0K | 0.03% | +23,000 | New |
| HighTower Advisors, LLC | 24,602 | $76.0K | 0.00% | +2,029+9.0% | Added |
| Arizona State Retirement System | 25,442 | $77.0K | 0.00% | +3,618+16.6% | Added |
| Royal Bank of Canada | 27,534 | $84.0K | 0.00% | −20,065−42.2% | Reduced |
| Pathstone Family Office, LLC | 28,488 | $86.6K | 0.00% | +28,488 | New |
| UBS Group AG | 30,646 | $93.0K | 0.00% | +25,849+538.9% | Added |
| Old National Bancorp | 31,034 | $94.0K | 0.00% | +2,849+10.1% | Added |
| Jane Street Group, LLC | 31,821 | $97.0K | 0.00% | −249,995−88.7% | Reduced |
| Renaissance Technologies LLC | 32,900 | $100.0K | 0.00% | +32,900 | New |
| Invesco Ltd. | 33,624 | $101.0K | 0.00% | −4,567−12.0% | Reduced |
| Legal & General Group Plc | 32,942 | $101.0K | 0.00% | +4,224+14.7% | Added |
| Macquarie Group Ltd | 34,470 | $105.0K | 0.00% | −3,210−8.5% | Reduced |
| Paradigm Financial Partners, LLC | 35,184 | $114.0K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 38,625 | $117.4K | 0.00% | +3,423+9.7% | Added |
| Deutsche Bank AG | 39,064 | $118.0K | 0.00% | −276,481−87.6% | Reduced |
| Manufacturers Life Insurance Company, The | 38,974 | $118.5K | 0.00% | −1,045−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 39,065 | $119.0K | 0.00% | +12,070+44.7% | Added |
| Afg Fiduciary Services Limited Partnership | 40,000 | $122.0K | 0.11% | +20,000+100.0% | Added |
| Advisor Group Holdings, Inc. | 42,968 | $131.0K | 0.00% | −78,702−64.7% | Reduced |
| BNP Paribas Arbitrage, SA | 44,452 | $135.1K | 0.00% | +44,452 | New |
| American International Group, Inc. | 45,833 | $139.0K | 0.00% | +1,663+3.8% | Added |
| Stifel Financial Corp | 50,454 | $153.0K | 0.00% | +9,547+23.3% | Added |
| Credit Suisse AG | 52,205 | $160.0K | 0.00% | +540+1.0% | Added |
| MetLife Investment Management | 53,174 | $161.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 54,051 | $164.0K | 0.00% | −1,941−3.5% | Reduced |
| Engineers Gate Manager LP | 56,226 | $171.0K | 0.01% | +56,226 | New |