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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, Q4 2022

Institutional positions in Smartbird, Inc. as of Dec 31, 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
153
+4 vs. Q3 2022
Shares held
42.9M
−6.23M (−12.7%) vs. Q3 2022
Total value
$103.8M
−$45.6M (−30.5%) vs. Q3 2022
New holders
34
45 more added
Sold out
30
41 more reduced

6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 153 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 96 institutionsQ1 2022: 129 institutionsQ2 2022: 149 institutionsQ3 2022: 155 institutionsQ4 2022: 153 institutionsQ1 2023: 126 institutionsQ2 2023: 125 institutionsQ3 2023: 125 institutionsQ4 2023: 111 institutionsQ1 2024: 99 institutionsQ2 2024: 111 institutionsQ3 2024: 50 institutionsQ4 2024: 53 institutionsQ1 2025: 45 institutionsQ2 2025: 43 institutionsQ3 2025: 45 institutionsQ4 2025: 39 institutionsQ1 2026: 38 institutionsQ2 2026: 43 institutions
Value heldQ4 2022: $103.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $520.9MQ1 2022: $250.0MQ2 2022: $190.6MQ3 2022: $150.5MQ4 2022: $103.8MQ1 2023: $45.1MQ2 2023: $43.8MQ3 2023: $42.1MQ4 2023: $48.7MQ1 2024: $26.0MQ2 2024: $15.1MQ3 2024: $16.2MQ4 2024: $9.81MQ1 2025: $8.98MQ2 2025: $19.1MQ3 2025: $8.21MQ4 2025: $6.07MQ1 2026: $4.32MQ2 2026: $5.99M
Institutions holding BIRD and their total value by quarter
QuarterHoldersValue
Q2 202643$5.99M
Q1 202638$4.32M
Q4 202539$6.07M
Q3 202545$8.21M
Q2 202543$19.1M
Q1 202545$8.98M
Q4 202453$9.81M
Q3 202450$16.2M
Q2 2024111$15.1M
Q1 202499$26.0M
Q4 2023111$48.7M
Q3 2023125$42.1M
Q2 2023125$43.8M
Q1 2023126$45.1M
Q4 2022153$103.8M
Q3 2022155$150.5M
Q2 2022149$190.6M
Q1 2022129$250.0M
Q4 202196$520.9M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q3 2022.

Institutions holding BIRD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc7,207,317$17.4M0.00%−1,838,814−20.3%Reduced
BlackRock Inc.6,857,571$16.6M0.00%+349,734+5.4%Added
Bank of America Corp3,328,403$8.05M0.00%−228,648−6.4%Reduced
Bank of New York Mellon Corp2,389,762$5.78M0.00%−102,820−4.1%Reduced
Franklin Resources Inc1,974,456$4.78M0.00%−1,111,120−36.0%Reduced
Geode Capital Management, LLC1,779,674$4.31M0.00%+37,744+2.2%Added
State Street Corp1,733,062$4.19M0.00%+31,768+1.9%Added
Ameriprise Financial Inc1,664,219$4.03M0.00%+74,030+4.7%Added
Citadel Advisors LLC1,555,080$3.76M0.00%+1,350,416+659.8%Added
Baillie Gifford & Co1,368,085$3.31M0.00%00.0%Unchanged
Granite Investment Partners, LLC1,127,836$2.73M0.11%+124,330+12.4%Added
Tenzing Global Management, LLC1,100,000$2.66M1.63%+1,100,000New
Two Sigma Investments, LP1,015,157$2.46M0.01%+423,331+71.5%Added
Northern Trust Corp831,696$2.01M0.00%+12,941+1.6%Added
Nuveen Asset Management, LLC788,173$1.91M0.00%+17,221+2.2%Added
Graham Capital Management, L.P.653,297$1.58M0.06%+115,370+21.4%Added
Renaissance Technologies LLC516,194$1.25M0.00%+483,294+1,469.0%Added
First Eagle Investment Management, LLC508,564$1.23M0.00%+417,084+455.9%Added
Two Sigma Advisers, LP411,400$995.6K0.00%+231,900+129.2%Added
Agf Management Ltd378,484$915.9K0.01%+378,484New
Cubist Systematic Strategies, LLC366,277$886.4K0.01%+344,049+1,547.8%Added
Morgan Stanley305,861$740.2K0.00%−15,429−4.8%Reduced
Charles Schwab Investment Management Inc256,937$621.8K0.00%+4,831+1.9%Added
Swiss National Bank231,300$559.7K0.00%+9,300+4.2%Added
Arnhold LLC226,555$548.3K0.07%−26,000−10.3%Reduced
Wexford Capital LP201,100$486.7K0.10%+201,100New
Allworth Financial LP186,820$452.1K0.01%00.0%Unchanged
HRT Financial LP183,959$445.0K0.01%+183,959New
Jane Street Group, LLC180,018$435.6K0.00%+148,197+465.7%Added
Rockefeller Capital Management L.P.153,390$368.0K0.00%−9,000−5.5%Reduced
Ergoteles LLC148,359$359.0K0.01%+148,359New
Rhumbline Advisers136,654$331.0K0.00%+3,421+2.6%Added
California State Teachers Retirement System121,738$294.6K0.00%+3,074+2.6%Added
JPMorgan Chase & Co117,127$282.0K0.00%−10,287−8.1%Reduced
Cheyne Capital Management (UK) LLP100,000$242.0K0.43%+100,000New
UBS Asset Management Americas Inc89,231$215.9K0.00%00.0%Unchanged
Venture Visionary Partners LLC89,041$215.5K0.02%+68,698+337.7%Added
Alliancebernstein L.P.85,624$207.2K0.00%00.0%Unchanged
AQR Capital Management LLC83,513$202.1K0.00%+83,513New
Needham Investment Management LLC75,000$181.5K0.03%−65,900−46.8%Reduced
Dimensional Fund Advisors LP73,831$179.0K0.00%+73,831New
Allen Investment Management LLC73,708$178.4K0.00%00.0%Unchanged
Envestnet Asset Management Inc72,478$175.4K0.00%−267−0.4%Reduced
Susquehanna International Group, LLP71,693$173.5K0.00%−90,827−55.9%Reduced
Goldman Sachs Group Inc71,298$172.5K0.00%−297,952−80.7%Reduced
New York State Common Retirement Fund66,922$162.0K0.00%−89−0.1%Reduced
HSBC Holdings PLC66,646$158.3K0.00%00.0%Unchanged
Diametric Capital, LP61,292$148.3K0.07%+61,292New
Wrapmanager Inc58,371$141.0K0.05%−20,439−25.9%Reduced
Advisor Group Holdings, Inc.55,695$134.3K0.00%+12,727+29.6%Added
MetLife Investment Management53,174$128.7K0.00%00.0%Unchanged
Credit Suisse AG51,443$124.5K0.00%−762−1.5%Reduced
Tudor Investment Corp Et Al50,000$121.0K0.00%−25,181−33.5%Reduced
Marathon Partners Equity Management, LLC50,000$121.0K0.21%+50,000New
Stifel Financial Corp49,406$119.6K0.00%−1,048−2.1%Reduced
SG Americas Securities, LLC47,605$115.0K0.00%−6,446−11.9%Reduced
Alpine Global Management, LLC46,268$112.0K0.04%+46,268New
American International Group, Inc.45,667$110.5K0.00%−166−0.4%Reduced
Millennium Management LLC45,479$110.0K0.00%−1,836,388−97.6%Reduced
Old National Bancorp41,425$100.0K0.00%+10,391+33.5%Added
Beaumont Capital Management, LLC40,323$97.6K0.07%+20,934+108.0%Added
Group One Trading, L.P.40,164$97.2K0.00%−19,933−33.2%Reduced
Afg Fiduciary Services Limited Partnership40,000$96.8K0.09%00.0%Unchanged
Manufacturers Life Insurance Company, The39,890$96.5K0.00%+916+2.4%Added
Deutsche Bank AG39,708$96.1K0.00%+644+1.6%Added
Aquatic Capital Management LLC39,300$95.0K0.01%+39,300New
Voya Investment Management LLC38,625$93.5K0.00%00.0%Unchanged
Virtu Financial LLC37,363$90.0K0.01%+37,363New
Royal Bank of Canada35,062$85.0K0.00%+7,528+27.3%Added
Qube Research & Technologies Ltd34,799$84.2K0.00%+34,799New
Paradigm Financial Partners, LLC35,184$83.7K0.02%00.0%Unchanged
Bank of Montreal33,255$80.8K0.00%+21,494+182.8%Added
Legal & General Group Plc32,942$79.7K0.00%00.0%Unchanged
Invesco Ltd.32,754$79.3K0.00%−870−2.6%Reduced
XTX Topco Ltd32,041$77.5K0.02%+32,041New
HighTower Advisors, LLC32,096$76.0K0.00%+7,494+30.5%Added
Fund 1 Investments, LLC30,300$73.3K0.03%+30,300New
Squarepoint Ops LLC29,139$70.5K0.00%−243,458−89.3%Reduced
Arizona State Retirement System27,024$65.4K0.00%+1,582+6.2%Added
Lombard Odier Asset Management (USA) Corp26,232$63.5K0.01%−108,964−80.6%Reduced
Barclays PLC25,970$62.8K0.00%−51,440−66.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)23,945$57.9K0.00%+12,959+118.0%Added
Tower Research Capital LLC (TRC)22,991$55.0K0.00%+11,362+97.7%Added
Prelude Capital Management, LLC21,795$52.7K0.00%+21,795New
Janus Henderson Group PLC20,131$48.6K0.00%+10.0%Added
Parallel Advisors, LLC19,769$47.8K0.00%+3,700+23.0%Added
Edmond de Rothschild Holding S.A.18,000$43.6K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP17,963$43.0K0.00%+17,963New
Performa Ltd (US), LLC17,000$41.1K0.02%+6,000+54.5%Added
Price T Rowe Associates Inc16,935$41.0K0.00%+1,983+13.3%Added
C2C Wealth Management, LLC17,020$40.5K0.01%+17,020New
Janney Montgomery Scott LLC16,399$40.0K0.00%−2,054−11.1%Reduced
Heritage Investors Management Corp16,459$40.0K0.00%00.0%Unchanged
PFS Investments Inc.14,290$35.0K0.00%+3,073+27.4%Added
Commonwealth Equity Services, LLC14,230$34.0K0.00%−4,253−23.0%Reduced
LPL Financial LLC13,454$32.6K0.00%+1,279+10.5%Added
Patriot Financial Group Insurance Agency, LLC13,370$32.4K0.01%+300+2.3%Added
Advisors Preferred, LLC14,323$32.1K0.01%+9,934+226.3%Added
Amalgamated Bank12,857$31.0K0.00%00.0%Unchanged
ProShare Advisors LLC12,423$30.1K0.00%+1,780+16.7%Added