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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 60,097 | $183.0K | 0.01% | −52,087−46.4% | Reduced |
| Chimera Capital Management LLC | 63,443 | $193.0K | 0.05% | +63,443 | New |
| HSBC Holdings PLC | 66,646 | $203.0K | 0.00% | +41,586+165.9% | Added |
| New York State Common Retirement Fund | 67,011 | $204.0K | 0.00% | +911+1.4% | Added |
| Quantbot Technologies LP | 69,270 | $210.0K | 0.02% | +69,270 | New |
| Jump Financial, LLC | 72,200 | $219.0K | 0.01% | +72,200 | New |
| Envestnet Asset Management Inc | 72,745 | $221.0K | 0.00% | +14,253+24.4% | Added |
| Allen Investment Management LLC | 73,708 | $224.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 75,181 | $229.0K | 0.01% | +25,181+50.4% | Added |
| Barclays PLC | 77,410 | $235.0K | 0.00% | −376,220−82.9% | Reduced |
| Wrapmanager Inc | 78,810 | $240.0K | 0.08% | +19,111+32.0% | Added |
| Northeast Financial Consultants Inc | 80,000 | $243.0K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 85,624 | $260.0K | 0.00% | +24,201+39.4% | Added |
| UBS Asset Management Americas Inc | 89,231 | $271.3K | 0.00% | +17,546+24.5% | Added |
| First Eagle Investment Management, LLC | 91,480 | $278.0K | 0.00% | +91,480 | New |
| California State Teachers Retirement System | 118,664 | $361.0K | 0.00% | +9,853+9.1% | Added |
| JPMorgan Chase & Co | 127,414 | $387.0K | 0.00% | −25,101−16.5% | Reduced |
| Rhumbline Advisers | 133,233 | $405.0K | 0.00% | +8,263+6.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 135,196 | $411.0K | 0.06% | +119,134+741.7% | Added |
| Needham Investment Management LLC | 140,900 | $428.0K | 0.08% | +5,400+4.0% | Added |
| Agf Investments Inc. | 143,423 | $436.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 162,390 | $491.0K | 0.00% | −23,574−12.7% | Reduced |
| Susquehanna International Group, LLP | 162,520 | $494.0K | 0.00% | −476,906−74.6% | Reduced |
| Two Sigma Advisers, LP | 179,500 | $546.0K | 0.00% | +167,700+1,421.2% | Added |
| Allworth Financial LP | 186,820 | $568.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments America Inc. | 192,738 | $586.0K | 0.22% | 00.0% | Unchanged |
| Marshall Wace, LLP | 195,913 | $596.0K | 0.00% | −546,227−73.6% | Reduced |
| Citadel Advisors LLC | 204,664 | $623.0K | 0.00% | −996,668−83.0% | Reduced |
| Swiss National Bank | 222,000 | $675.0K | 0.00% | +32,300+17.0% | Added |
| Charles Schwab Investment Management Inc | 252,106 | $767.0K | 0.00% | +5,171+2.1% | Added |
| Arnhold LLC | 252,555 | $768.0K | 0.10% | 00.0% | Unchanged |
| Versor Investments LP | 255,483 | $777.0K | 0.05% | +255,483 | New |
| Twinbeech Capital LP | 270,614 | $823.0K | 0.02% | +270,614 | New |
| Squarepoint Ops LLC | 272,597 | $829.0K | 0.01% | +272,597 | New |
| Morgan Stanley | 321,290 | $976.0K | 0.00% | −25,227−7.3% | Reduced |
| Goldman Sachs Group Inc | 369,250 | $1.12M | 0.00% | +101,558+37.9% | Added |
| J. Goldman & Co LP | 386,857 | $1.18M | 0.09% | +386,857 | New |
| Graham Capital Management, L.P. | 537,927 | $1.64M | 0.07% | +335,356+165.5% | Added |
| SEI Investments Co | 566,288 | $1.72M | 0.00% | −23,014−3.9% | Reduced |
| Two Sigma Investments, LP | 591,826 | $1.80M | 0.01% | +243,169+69.7% | Added |
| Nuveen Asset Management, LLC | 770,952 | $2.34M | 0.00% | +173,771+29.1% | Added |
| Northern Trust Corp | 818,755 | $2.49M | 0.00% | +8,473+1.0% | Added |
| Granite Investment Partners, LLC | 1,003,506 | $3.05M | 0.13% | +275,975+37.9% | Added |
| Baillie Gifford & Co | 1,368,085 | $4.16M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 1,416,425 | $4.31M | 0.01% | −52,443−3.6% | Reduced |
| Ameriprise Financial Inc | 1,590,189 | $4.83M | 0.00% | +74,600+4.9% | Added |
| State Street Corp | 1,701,294 | $5.17M | 0.00% | +190,429+12.6% | Added |
| Geode Capital Management, LLC | 1,741,930 | $5.29M | 0.00% | −34,760−2.0% | Reduced |
| Millennium Management LLC | 1,881,867 | $5.72M | 0.01% | +699,502+59.2% | Added |
| Bank of New York Mellon Corp | 2,492,582 | $7.58M | 0.00% | +2,230,439+850.8% | Added |
| Franklin Resources Inc | 3,085,576 | $9.38M | 0.01% | +1,1300.0% | Added |
| Jackson Square Partners, LLC | 3,395,914 | $10.3M | 0.27% | −435,952−11.4% | Reduced |
| Bank of America Corp | 3,557,051 | $10.8M | 0.00% | +872,979+32.5% | Added |
| BlackRock Inc. | 6,507,837 | $19.8M | 0.00% | +273,005+4.4% | Added |
| Vanguard Group Inc | 9,046,131 | $27.5M | 0.00% | +535,424+6.3% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,452,548−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −375,091−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −253,102−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −241,379−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −174,516−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −88,622−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −87,500−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −65,843−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −57,735−100.0% | Sold out |
| Barber Financial Group, Inc. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Marathon Partners Equity Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −20,124−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,606−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,570−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −11,014−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −10,565−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −10,005−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −6,514−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Investment Research & Advisory Group, Inc. | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −70−100.0% | Sold out |