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, Q1 2023
Institutional positions in Smartbird, Inc. as of Mar 31, 2023. 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
- 126
- −25 vs. Q4 2022
- Shares held
- 37.6M
- −5.37M (−12.5%) vs. Q4 2022
- Total value
- $45.1M
- −$58.8M (−56.6%) vs. Q4 2022
- New holders
- 20
- 40 more added
- Sold out
- 45
- 29 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,095,620 | $8.51M | 0.00% | −111,697−1.5% | Reduced |
| FMR LLC | 6,904,475 | $8.29M | 0.00% | +6,902,682+384,979.5% | Added |
| BlackRock Inc. | 6,794,795 | $8.15M | 0.00% | −62,776−0.9% | Reduced |
| Geode Capital Management, LLC | 1,901,806 | $2.28M | 0.00% | +122,132+6.9% | Added |
| State Street Corp | 1,773,212 | $2.13M | 0.00% | +40,150+2.3% | Added |
| Bank of New York Mellon Corp | 1,607,368 | $1.93M | 0.00% | −782,394−32.7% | Reduced |
| Two Sigma Investments, LP | 1,492,926 | $1.79M | 0.01% | +477,769+47.1% | Added |
| Two Sigma Advisers, LP | 982,300 | $1.18M | 0.00% | +570,900+138.8% | Added |
| Northern Trust Corp | 842,534 | $1.01M | 0.00% | +10,838+1.3% | Added |
| Nuveen Asset Management, LLC | 770,522 | $925.0K | 0.00% | −17,651−2.2% | Reduced |
| Renaissance Technologies LLC | 666,518 | $800.0K | 0.00% | +150,324+29.1% | Added |
| Squarepoint Ops LLC | 555,434 | $666.5K | 0.00% | +526,295+1,806.2% | Added |
| Baillie Gifford & Co | 532,500 | $639.0K | 0.00% | −835,585−61.1% | Reduced |
| Morgan Stanley | 331,267 | $397.5K | 0.00% | +25,406+8.3% | Added |
| Bank of America Corp | 305,205 | $366.2K | 0.00% | −3,023,198−90.8% | Reduced |
| AQR Capital Management LLC | 277,817 | $333.4K | 0.00% | +194,304+232.7% | Added |
| Charles Schwab Investment Management Inc | 256,937 | $308.3K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 226,555 | $271.9K | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 207,700 | $249.2K | 0.00% | −23,600−10.2% | Reduced |
| Vontobel Holding Ltd. | 200,000 | $240.0K | 0.00% | +200,000 | New |
| Allworth Financial LP | 186,820 | $224.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 183,440 | $220.1K | 0.00% | +111,747+155.9% | Added |
| Federated Hermes, Inc. | 180,742 | $216.9K | 0.00% | +180,382+50,106.1% | Added |
| Invesco Ltd. | 163,011 | $195.6K | 0.00% | +130,257+397.7% | Added |
| Goldman Sachs Group Inc | 153,711 | $184.5K | 0.00% | +82,413+115.6% | Added |
| Rhumbline Advisers | 140,916 | $169.0K | 0.00% | +4,262+3.1% | Added |
| Rockefeller Capital Management L.P. | 132,151 | $156.0K | 0.00% | −21,239−13.8% | Reduced |
| Jane Street Group, LLC | 120,729 | $144.9K | 0.00% | −59,289−32.9% | Reduced |
| California State Teachers Retirement System | 120,250 | $144.3K | 0.00% | −1,488−1.2% | Reduced |
| JPMorgan Chase & Co | 119,376 | $143.1K | 0.00% | +2,249+1.9% | Added |
| Wexford Capital LP | 100,000 | $120.0K | 0.02% | −101,100−50.3% | Reduced |
| Cheyne Capital Management (UK) LLP | 100,000 | $120.0K | 0.38% | 00.0% | Unchanged |
| Marathon Partners Equity Management, LLC | 100,000 | $120.0K | 0.16% | +50,000+100.0% | Added |
| UBS Asset Management Americas Inc | 89,231 | $107.1K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 86,462 | $103.8K | 0.00% | −566,835−86.8% | Reduced |
| Quantbot Technologies LP | 81,435 | $97.7K | 0.01% | +81,435 | New |
| Dimensional Fund Advisors LP | 78,915 | $94.7K | 0.00% | +5,084+6.9% | Added |
| Needham Investment Management LLC | 75,000 | $90.0K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 64,623 | $77.5K | 0.00% | −21,001−24.5% | Reduced |
| Deutsche Bank AG | 56,801 | $68.2K | 0.00% | +17,093+43.0% | Added |
| Quadrature Capital Ltd | 55,974 | $67.2K | 0.00% | +55,974 | New |
| Aigen Investment Management, LP | 53,267 | $63.9K | 0.01% | +53,267 | New |
| Citadel Advisors LLC | 51,503 | $61.8K | 0.00% | −1,503,577−96.7% | Reduced |
| Credit Suisse AG | 51,468 | $61.8K | 0.00% | +250.0% | Added |
| Tudor Investment Corp Et Al | 50,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 48,812 | $58.6K | 0.00% | +22,842+88.0% | Added |
| UBS Group AG | 46,920 | $56.3K | 0.00% | +42,673+1,004.8% | Added |
| Advisor Group Holdings, Inc. | 46,475 | $56.1K | 0.00% | −9,220−16.6% | Reduced |
| American International Group, Inc. | 46,595 | $55.9K | 0.00% | +928+2.0% | Added |
| Prime Capital Investment Advisors, LLC | 45,105 | $54.1K | 0.00% | +45,105 | New |
| Janus Henderson Group PLC | 41,587 | $49.7K | 0.00% | +21,456+106.6% | Added |
| Group One Trading, L.P. | 40,849 | $49.0K | 0.00% | +685+1.7% | Added |
| Afg Fiduciary Services Limited Partnership | 40,000 | $48.0K | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 39,890 | $47.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 38,625 | $46.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 39,075 | $46.0K | 0.00% | +6,979+21.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 36,550 | $43.9K | 0.01% | +10,318+39.3% | Added |
| New York State Common Retirement Fund | 36,122 | $43.3K | 0.00% | −30,800−46.0% | Reduced |
| Royal Bank of Canada | 34,409 | $41.0K | 0.00% | −653−1.9% | Reduced |
| Beaumont Capital Management, LLC | 33,850 | $40.6K | 0.03% | −6,473−16.1% | Reduced |
| Performa Ltd (US), LLC | 32,500 | $39.0K | 0.02% | +15,500+91.2% | Added |
| Fund 1 Investments, LLC | 30,300 | $36.4K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 27,878 | $33.5K | 0.00% | +854+3.2% | Added |
| Integrated Wealth Concepts LLC | 27,500 | $33.0K | 0.00% | +27,500 | New |
| Commonwealth Equity Services, LLC | 26,019 | $31.0K | 0.00% | +11,789+82.8% | Added |
| Wells Fargo & Company | 24,024 | $28.8K | 0.00% | +20,554+592.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,945 | $28.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,867 | $25.0K | 0.00% | +1,098+5.6% | Added |
| Edmond de Rothschild Holding S.A. | 18,000 | $21.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 17,311 | $21.0K | 0.00% | +376+2.2% | Added |
| C2C Wealth Management, LLC | 17,020 | $20.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 17,099 | $20.5K | 0.00% | +3,645+27.1% | Added |
| Baron Wealth Management LLC | 16,850 | $20.2K | 0.01% | +16,850 | New |
| Heritage Investors Management Corp | 16,459 | $20.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 16,100 | $19.3K | 0.00% | +16,100 | New |
| SG Americas Securities, LLC | 14,734 | $18.0K | 0.00% | −32,871−69.0% | Reduced |
| Hollencrest Capital Management | 15,000 | $18.0K | 0.00% | +15,000 | New |
| Legal & General Group Plc | 13,919 | $16.7K | 0.00% | −19,023−57.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,370 | $16.0K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 12,710 | $15.3K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 12,136 | $14.6K | 0.00% | +185+1.5% | Added |
| Amalgamated Bank | 11,421 | $14.0K | 0.00% | −1,436−11.2% | Reduced |
| Centaurus Financial, Inc. | 12,050 | $14.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,635 | $14.0K | 0.00% | +11,635 | New |
| ProShare Advisors LLC | 11,362 | $13.6K | 0.00% | −1,061−8.5% | Reduced |
| Verition Fund Management LLC | 11,300 | $13.6K | 0.00% | +11,300 | New |
| Telemus Capital, LLC | 11,000 | $13.2K | 0.00% | +11,000 | New |
| Teacher Retirement System of Texas | 10,702 | $13.0K | 0.00% | +164+1.6% | Added |
| Cedar Brook Financial Partners, LLC | 10,644 | $12.8K | 0.00% | +10,644 | New |
| Victory Capital Management Inc | 10,347 | $12.4K | 0.00% | −172−1.6% | Reduced |
| Wealthsource Partners, LLC | 10,210 | $12.3K | 0.00% | +10,210 | New |
| Wolverine Trading, LLC | 10,330 | $12.0K | 0.00% | −2,188−17.5% | Reduced |
| Water Island Capital LLC | 10,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 9,450 | $11.1K | 0.00% | −4,873−34.0% | Reduced |
| Dark Forest Capital Management LP | 8,363 | $10.0K | 0.00% | +8,363 | New |
| Tower Research Capital LLC (TRC) | 8,560 | $10.0K | 0.00% | −14,431−62.8% | Reduced |
| Simplex Trading, LLC | 8,065 | $9.00K | 0.00% | +2,378+41.8% | Added |
| Ameritas Investment Partners, Inc. | 7,078 | $8.49K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 7,032 | $8.00K | 0.00% | +3,589+104.2% | Added |
| Amundi | 2,995 | $3.35K | 0.00% | 00.0% | Unchanged |