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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 250 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1 | $1 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 11 | $13 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $25 | 0.00% | +21 | New |
| JJJ Advisors Inc. | 50 | $62 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 90 | $108 | 0.00% | +90 | New |
| Tilia Fiduciary Partners, Inc. | 130 | $156 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 150 | $180 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 175 | $210 | 0.00% | +175 | New |
| Steward Partners Investment Advisory, LLC | 300 | $360 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 304 | $365 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 377 | $453 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $480 | 0.00% | −1,109−73.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $480 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $595 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 700 | $840 | 0.00% | −253−26.5% | Reduced |
| First Horizon Advisors, Inc. | 710 | $852 | 0.00% | +710 | New |
| US Bancorp | 808 | $970 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,168 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $1.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 940 | $1.13K | 0.00% | +940 | New |
| Carolinas Wealth Consulting LLC | 1,267 | $1.52K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,810 | $2.00K | 0.00% | +130+7.7% | Added |
| Focused Wealth Management, Inc | 2,000 | $2.40K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,140 | $2.65K | 0.00% | +674+46.0% | Added |
| Citigroup Inc | 2,417 | $2.90K | 0.00% | −619−20.4% | Reduced |
| Amundi | 2,995 | $3.35K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 7,032 | $8.00K | 0.00% | +3,589+104.2% | Added |
| Ameritas Investment Partners, Inc. | 7,078 | $8.49K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,065 | $9.00K | 0.00% | +2,378+41.8% | Added |
| Tower Research Capital LLC (TRC) | 8,560 | $10.0K | 0.00% | −14,431−62.8% | Reduced |
| Dark Forest Capital Management LP | 8,363 | $10.0K | 0.00% | +8,363 | New |
| Advisors Preferred, LLC | 9,450 | $11.1K | 0.00% | −4,873−34.0% | Reduced |
| 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 |
| Wealthsource Partners, LLC | 10,210 | $12.3K | 0.00% | +10,210 | New |
| Victory Capital Management Inc | 10,347 | $12.4K | 0.00% | −172−1.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 10,644 | $12.8K | 0.00% | +10,644 | New |
| Teacher Retirement System of Texas | 10,702 | $13.0K | 0.00% | +164+1.6% | Added |
| Telemus Capital, LLC | 11,000 | $13.2K | 0.00% | +11,000 | New |
| Verition Fund Management LLC | 11,300 | $13.6K | 0.00% | +11,300 | New |
| ProShare Advisors LLC | 11,362 | $13.6K | 0.00% | −1,061−8.5% | Reduced |
| Principal Financial Group Inc | 11,635 | $14.0K | 0.00% | +11,635 | New |
| 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 |
| State of Wisconsin Investment Board | 12,136 | $14.6K | 0.00% | +185+1.5% | Added |
| Insight Advisors, LLC | 12,710 | $15.3K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 13,370 | $16.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 13,919 | $16.7K | 0.00% | −19,023−57.7% | Reduced |
| 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 |
| Marshall Wace, LLP | 16,100 | $19.3K | 0.00% | +16,100 | New |
| Heritage Investors Management Corp | 16,459 | $20.0K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 16,850 | $20.2K | 0.01% | +16,850 | New |
| LPL Financial LLC | 17,099 | $20.5K | 0.00% | +3,645+27.1% | Added |
| C2C Wealth Management, LLC | 17,020 | $20.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 17,311 | $21.0K | 0.00% | +376+2.2% | Added |
| Edmond de Rothschild Holding S.A. | 18,000 | $21.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,867 | $25.0K | 0.00% | +1,098+5.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,945 | $28.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 24,024 | $28.8K | 0.00% | +20,554+592.3% | Added |
| Commonwealth Equity Services, LLC | 26,019 | $31.0K | 0.00% | +11,789+82.8% | Added |
| Integrated Wealth Concepts LLC | 27,500 | $33.0K | 0.00% | +27,500 | New |
| Arizona State Retirement System | 27,878 | $33.5K | 0.00% | +854+3.2% | Added |
| Fund 1 Investments, LLC | 30,300 | $36.4K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 32,500 | $39.0K | 0.02% | +15,500+91.2% | Added |
| Beaumont Capital Management, LLC | 33,850 | $40.6K | 0.03% | −6,473−16.1% | Reduced |
| Royal Bank of Canada | 34,409 | $41.0K | 0.00% | −653−1.9% | Reduced |
| New York State Common Retirement Fund | 36,122 | $43.3K | 0.00% | −30,800−46.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 36,550 | $43.9K | 0.01% | +10,318+39.3% | Added |
| HighTower Advisors, LLC | 39,075 | $46.0K | 0.00% | +6,979+21.7% | Added |
| Voya Investment Management LLC | 38,625 | $46.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 39,890 | $47.9K | 0.00% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 40,000 | $48.0K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 40,849 | $49.0K | 0.00% | +685+1.7% | Added |
| Janus Henderson Group PLC | 41,587 | $49.7K | 0.00% | +21,456+106.6% | Added |
| Prime Capital Investment Advisors, LLC | 45,105 | $54.1K | 0.00% | +45,105 | New |
| American International Group, Inc. | 46,595 | $55.9K | 0.00% | +928+2.0% | Added |
| Advisor Group Holdings, Inc. | 46,475 | $56.1K | 0.00% | −9,220−16.6% | Reduced |
| UBS Group AG | 46,920 | $56.3K | 0.00% | +42,673+1,004.8% | Added |
| Barclays PLC | 48,812 | $58.6K | 0.00% | +22,842+88.0% | Added |
| Tudor Investment Corp Et Al | 50,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 51,468 | $61.8K | 0.00% | +250.0% | Added |
| Citadel Advisors LLC | 51,503 | $61.8K | 0.00% | −1,503,577−96.7% | Reduced |
| Aigen Investment Management, LP | 53,267 | $63.9K | 0.01% | +53,267 | New |
| Quadrature Capital Ltd | 55,974 | $67.2K | 0.00% | +55,974 | New |
| Deutsche Bank AG | 56,801 | $68.2K | 0.00% | +17,093+43.0% | Added |
| Alliancebernstein L.P. | 64,623 | $77.5K | 0.00% | −21,001−24.5% | Reduced |
| Needham Investment Management LLC | 75,000 | $90.0K | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 78,915 | $94.7K | 0.00% | +5,084+6.9% | Added |
| Quantbot Technologies LP | 81,435 | $97.7K | 0.01% | +81,435 | New |
| Graham Capital Management, L.P. | 86,462 | $103.8K | 0.00% | −566,835−86.8% | Reduced |
| UBS Asset Management Americas Inc | 89,231 | $107.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| JPMorgan Chase & Co | 119,376 | $143.1K | 0.00% | +2,249+1.9% | Added |
| California State Teachers Retirement System | 120,250 | $144.3K | 0.00% | −1,488−1.2% | Reduced |
| Jane Street Group, LLC | 120,729 | $144.9K | 0.00% | −59,289−32.9% | Reduced |
| Rockefeller Capital Management L.P. | 132,151 | $156.0K | 0.00% | −21,239−13.8% | Reduced |