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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 12,518 | $30.0K | 0.00% | −3,088−19.8% | Reduced |
| Centaurus Financial, Inc. | 12,050 | $29.0K | 0.00% | +1,950+19.3% | Added |
| State of Wisconsin Investment Board | 11,951 | $28.9K | 0.00% | −5,506−31.5% | Reduced |
| Insight Advisors, LLC | 12,710 | $28.5K | 0.01% | −10,290−44.7% | Reduced |
| Point72 Middle East FZE | 11,442 | $27.7K | 0.00% | +11,442 | New |
| International Assets Investment Management, LLC | 11,279 | $27.3K | 0.00% | +200+1.8% | Added |
| Teacher Retirement System of Texas | 10,538 | $26.0K | 0.00% | −2,865−21.4% | Reduced |
| Aspiriant, LLC | 10,716 | $25.9K | 0.00% | +10,716 | New |
| Victory Capital Management Inc | 10,519 | $25.5K | 0.00% | −40.0% | Reduced |
| Bayesian Capital Management, LP | 10,181 | $24.6K | 0.00% | +10,181 | New |
| Water Island Capital LLC | 10,000 | $24.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,078 | $19.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,881 | $16.6K | 0.00% | +7,881 | New |
| Metropolitan Life Insurance Co | 6,171 | $14.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,687 | $13.0K | 0.00% | −14,532−71.9% | Reduced |
| UBS Group AG | 4,247 | $10.3K | 0.00% | −26,399−86.1% | Reduced |
| Wells Fargo & Company | 3,470 | $8.40K | 0.00% | −7,142−67.3% | Reduced |
| Cutler Group LP | 3,443 | $8.00K | 0.00% | −3,796−52.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,130 | $7.58K | 0.00% | +3,130 | New |
| Amundi | 2,995 | $7.40K | 0.00% | +2,995 | New |
| Citigroup Inc | 3,036 | $7.35K | 0.00% | −733−19.4% | Reduced |
| Focused Wealth Management, Inc | 2,000 | $4.84K | 0.00% | +2,000 | New |
| FMR LLC | 1,793 | $4.34K | 0.00% | −692−27.8% | Reduced |
| CWM, LLC | 1,680 | $4.00K | 0.00% | +180+12.0% | Added |
| Montag A & Associates Inc | 1,509 | $3.65K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,466 | $3.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,267 | $3.07K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,168 | $3.00K | 0.00% | +1,118+2,236.0% | Added |
| TCI Wealth Advisors, Inc. | 1,239 | $3.00K | 0.00% | +1,239 | New |
| Advisory Services Network, LLC | 953 | $2.31K | 0.00% | +953 | New |
| Westside Investment Management, Inc. | 925 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $1.96K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 544 | $1.32K | 0.00% | 00.0% | Unchanged |
| 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 |
| Gould Capital, LLC | 400 | $968 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $968 | 0.00% | +400 | New |
| Laurel Wealth Advisors LLC | 377 | $913 | 0.00% | −377−50.0% | Reduced |
| EWG Elevate Inc. | 368 | $891 | 0.00% | +368 | New |
| Federated Hermes, Inc. | 360 | $871 | 0.00% | +360 | New |
| Investment Research & Advisory Group, Inc. | 304 | $736 | 0.00% | +304 | New |
| Steward Partners Investment Advisory, LLC | 300 | $726 | 0.00% | −300−50.0% | Reduced |
| Eagle Bay Advisors LLC | 150 | $363 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 130 | $315 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $126 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30 | $73 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 11 | $27 | 0.00% | 00.0% | Unchanged |
| 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 |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −3,395,914−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −1,416,425−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −566,288−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −386,857−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −270,614−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −255,483−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −195,913−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −72,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −69,270−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −63,443−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −56,226−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −44,452−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −39,065−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −34,470−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −28,488−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,177−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −22,467−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −20,103−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −16,567−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,714−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,291−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| AGF Investments America Inc. | – | – | – | – | Not filed |
| Agf Investments Inc. | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Pacific Center for Financial Services | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |