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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 13,403 | $41.0K | 0.00% | +1,551+13.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,070 | $40.0K | 0.01% | −1,700−11.5% | Reduced |
| Amalgamated Bank | 12,857 | $39.0K | 0.00% | +127+1.0% | Added |
| LPL Financial LLC | 12,175 | $37.0K | 0.00% | +220+1.8% | Added |
| Bank of Montreal | 11,761 | $36.0K | 0.00% | +11,761 | New |
| Tower Research Capital LLC (TRC) | 11,629 | $35.0K | 0.00% | −752−6.1% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Water Island Capital LLC | 10,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,637 | $29.3K | 0.00% | +5,337+124.1% | Added |
| Cutler Group LP | 7,239 | $22.0K | 0.00% | +2,515+53.2% | Added |
| 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 |
| Metropolitan Life Insurance Co | 6,171 | $18.8K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 4,389 | $14.0K | 0.02% | +4,389 | New |
| Citigroup Inc | 3,769 | $11.0K | 0.00% | −4,250−53.0% | 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 |
| Dark Forest Capital Management LP | 1,829 | $6.00K | 0.00% | −580−24.1% | Reduced |
| 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 |
| Carolinas Wealth Consulting LLC | 1,267 | $4.00K | 0.00% | +1,267 | New |
| Clearstead Advisors, LLC | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |