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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 193 | $0 | 0.00% | −1,327−87.3% | Reduced |
| Eukles Asset Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 250 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 206 | $0 | 0.00% | +206 | New |
| Ronald Blue Trust, Inc. | 125 | $0 | 0.00% | +125 | New |
| AllSquare Wealth Management LLC | 11 | $27 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30 | $73 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $126 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 130 | $315 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 150 | $363 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $726 | 0.00% | −300−50.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 304 | $736 | 0.00% | +304 | New |
| Federated Hermes, Inc. | 360 | $871 | 0.00% | +360 | New |
| EWG Elevate Inc. | 368 | $891 | 0.00% | +368 | New |
| Laurel Wealth Advisors LLC | 377 | $913 | 0.00% | −377−50.0% | Reduced |
| Gould Capital, LLC | 400 | $968 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $968 | 0.00% | +400 | New |
| Whittier Trust Co | 500 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 500 | $1.21K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $1.21K | 0.00% | +200+66.7% | Added |
| Washington Trust Advisors, Inc. | 544 | $1.32K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $1.96K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 953 | $2.31K | 0.00% | +953 | New |
| TCI Wealth Advisors, Inc. | 1,239 | $3.00K | 0.00% | +1,239 | New |
| Asset Dedication, LLC | 1,168 | $3.00K | 0.00% | +1,118+2,236.0% | Added |
| Carolinas Wealth Consulting LLC | 1,267 | $3.07K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,466 | $3.55K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,509 | $3.65K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,680 | $4.00K | 0.00% | +180+12.0% | Added |
| FMR LLC | 1,793 | $4.34K | 0.00% | −692−27.8% | Reduced |
| Focused Wealth Management, Inc | 2,000 | $4.84K | 0.00% | +2,000 | New |
| Citigroup Inc | 3,036 | $7.35K | 0.00% | −733−19.4% | Reduced |
| Amundi | 2,995 | $7.40K | 0.00% | +2,995 | New |
| EverSource Wealth Advisors, LLC | 3,130 | $7.58K | 0.00% | +3,130 | New |
| Cutler Group LP | 3,443 | $8.00K | 0.00% | −3,796−52.4% | Reduced |
| Wells Fargo & Company | 3,470 | $8.40K | 0.00% | −7,142−67.3% | Reduced |
| UBS Group AG | 4,247 | $10.3K | 0.00% | −26,399−86.1% | Reduced |
| Simplex Trading, LLC | 5,687 | $13.0K | 0.00% | −14,532−71.9% | Reduced |
| Metropolitan Life Insurance Co | 6,171 | $14.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,881 | $16.6K | 0.00% | +7,881 | New |
| Ameritas Investment Partners, Inc. | 7,078 | $19.0K | 0.00% | 00.0% | Unchanged |
| Water Island Capital LLC | 10,000 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,181 | $24.6K | 0.00% | +10,181 | New |
| Victory Capital Management Inc | 10,519 | $25.5K | 0.00% | −40.0% | Reduced |
| Aspiriant, LLC | 10,716 | $25.9K | 0.00% | +10,716 | New |
| Teacher Retirement System of Texas | 10,538 | $26.0K | 0.00% | −2,865−21.4% | Reduced |
| International Assets Investment Management, LLC | 11,279 | $27.3K | 0.00% | +200+1.8% | Added |
| Point72 Middle East FZE | 11,442 | $27.7K | 0.00% | +11,442 | New |
| Insight Advisors, LLC | 12,710 | $28.5K | 0.01% | −10,290−44.7% | Reduced |
| State of Wisconsin Investment Board | 11,951 | $28.9K | 0.00% | −5,506−31.5% | Reduced |
| Centaurus Financial, Inc. | 12,050 | $29.0K | 0.00% | +1,950+19.3% | Added |
| Wolverine Trading, LLC | 12,518 | $30.0K | 0.00% | −3,088−19.8% | Reduced |
| ProShare Advisors LLC | 12,423 | $30.1K | 0.00% | +1,780+16.7% | Added |
| Amalgamated Bank | 12,857 | $31.0K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 14,323 | $32.1K | 0.01% | +9,934+226.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,370 | $32.4K | 0.01% | +300+2.3% | Added |
| LPL Financial LLC | 13,454 | $32.6K | 0.00% | +1,279+10.5% | Added |
| Commonwealth Equity Services, LLC | 14,230 | $34.0K | 0.00% | −4,253−23.0% | Reduced |
| PFS Investments Inc. | 14,290 | $35.0K | 0.00% | +3,073+27.4% | Added |
| Janney Montgomery Scott LLC | 16,399 | $40.0K | 0.00% | −2,054−11.1% | Reduced |
| Heritage Investors Management Corp | 16,459 | $40.0K | 0.00% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 17,020 | $40.5K | 0.01% | +17,020 | New |
| Price T Rowe Associates Inc | 16,935 | $41.0K | 0.00% | +1,983+13.3% | Added |
| Performa Ltd (US), LLC | 17,000 | $41.1K | 0.02% | +6,000+54.5% | Added |
| ExodusPoint Capital Management, LP | 17,963 | $43.0K | 0.00% | +17,963 | New |
| Edmond de Rothschild Holding S.A. | 18,000 | $43.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19,769 | $47.8K | 0.00% | +3,700+23.0% | Added |
| Janus Henderson Group PLC | 20,131 | $48.6K | 0.00% | +10.0% | Added |
| Prelude Capital Management, LLC | 21,795 | $52.7K | 0.00% | +21,795 | New |
| Tower Research Capital LLC (TRC) | 22,991 | $55.0K | 0.00% | +11,362+97.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,945 | $57.9K | 0.00% | +12,959+118.0% | Added |
| Barclays PLC | 25,970 | $62.8K | 0.00% | −51,440−66.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 26,232 | $63.5K | 0.01% | −108,964−80.6% | Reduced |
| Arizona State Retirement System | 27,024 | $65.4K | 0.00% | +1,582+6.2% | Added |
| Squarepoint Ops LLC | 29,139 | $70.5K | 0.00% | −243,458−89.3% | Reduced |
| Fund 1 Investments, LLC | 30,300 | $73.3K | 0.03% | +30,300 | New |
| HighTower Advisors, LLC | 32,096 | $76.0K | 0.00% | +7,494+30.5% | Added |
| XTX Topco Ltd | 32,041 | $77.5K | 0.02% | +32,041 | New |
| Invesco Ltd. | 32,754 | $79.3K | 0.00% | −870−2.6% | Reduced |
| Legal & General Group Plc | 32,942 | $79.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 33,255 | $80.8K | 0.00% | +21,494+182.8% | Added |
| Paradigm Financial Partners, LLC | 35,184 | $83.7K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 34,799 | $84.2K | 0.00% | +34,799 | New |
| Royal Bank of Canada | 35,062 | $85.0K | 0.00% | +7,528+27.3% | Added |
| Virtu Financial LLC | 37,363 | $90.0K | 0.01% | +37,363 | New |
| Voya Investment Management LLC | 38,625 | $93.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 39,300 | $95.0K | 0.01% | +39,300 | New |
| Deutsche Bank AG | 39,708 | $96.1K | 0.00% | +644+1.6% | Added |
| Manufacturers Life Insurance Company, The | 39,890 | $96.5K | 0.00% | +916+2.4% | Added |
| Afg Fiduciary Services Limited Partnership | 40,000 | $96.8K | 0.09% | 00.0% | Unchanged |
| Group One Trading, L.P. | 40,164 | $97.2K | 0.00% | −19,933−33.2% | Reduced |
| Beaumont Capital Management, LLC | 40,323 | $97.6K | 0.07% | +20,934+108.0% | Added |
| Old National Bancorp | 41,425 | $100.0K | 0.00% | +10,391+33.5% | Added |
| Millennium Management LLC | 45,479 | $110.0K | 0.00% | −1,836,388−97.6% | Reduced |
| American International Group, Inc. | 45,667 | $110.5K | 0.00% | −166−0.4% | Reduced |
| Alpine Global Management, LLC | 46,268 | $112.0K | 0.04% | +46,268 | New |
| SG Americas Securities, LLC | 47,605 | $115.0K | 0.00% | −6,446−11.9% | Reduced |
| Stifel Financial Corp | 49,406 | $119.6K | 0.00% | −1,048−2.1% | Reduced |
| Tudor Investment Corp Et Al | 50,000 | $121.0K | 0.00% | −25,181−33.5% | Reduced |