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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 140,916 | $169.0K | 0.00% | +4,262+3.1% | Added |
| Goldman Sachs Group Inc | 153,711 | $184.5K | 0.00% | +82,413+115.6% | Added |
| Invesco Ltd. | 163,011 | $195.6K | 0.00% | +130,257+397.7% | Added |
| Federated Hermes, Inc. | 180,742 | $216.9K | 0.00% | +180,382+50,106.1% | Added |
| Susquehanna International Group, LLP | 183,440 | $220.1K | 0.00% | +111,747+155.9% | Added |
| Allworth Financial LP | 186,820 | $224.2K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 200,000 | $240.0K | 0.00% | +200,000 | New |
| Swiss National Bank | 207,700 | $249.2K | 0.00% | −23,600−10.2% | Reduced |
| Arnhold LLC | 226,555 | $271.9K | 0.03% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 256,937 | $308.3K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 277,817 | $333.4K | 0.00% | +194,304+232.7% | Added |
| Bank of America Corp | 305,205 | $366.2K | 0.00% | −3,023,198−90.8% | Reduced |
| Morgan Stanley | 331,267 | $397.5K | 0.00% | +25,406+8.3% | Added |
| Baillie Gifford & Co | 532,500 | $639.0K | 0.00% | −835,585−61.1% | Reduced |
| Squarepoint Ops LLC | 555,434 | $666.5K | 0.00% | +526,295+1,806.2% | Added |
| Renaissance Technologies LLC | 666,518 | $800.0K | 0.00% | +150,324+29.1% | Added |
| Nuveen Asset Management, LLC | 770,522 | $925.0K | 0.00% | −17,651−2.2% | Reduced |
| Northern Trust Corp | 842,534 | $1.01M | 0.00% | +10,838+1.3% | Added |
| Two Sigma Advisers, LP | 982,300 | $1.18M | 0.00% | +570,900+138.8% | Added |
| Two Sigma Investments, LP | 1,492,926 | $1.79M | 0.01% | +477,769+47.1% | Added |
| Bank of New York Mellon Corp | 1,607,368 | $1.93M | 0.00% | −782,394−32.7% | Reduced |
| State Street Corp | 1,773,212 | $2.13M | 0.00% | +40,150+2.3% | Added |
| Geode Capital Management, LLC | 1,901,806 | $2.28M | 0.00% | +122,132+6.9% | Added |
| BlackRock Inc. | 6,794,795 | $8.15M | 0.00% | −62,776−0.9% | Reduced |
| FMR LLC | 6,904,475 | $8.29M | 0.00% | +6,902,682+384,979.5% | Added |
| Vanguard Group Inc | 7,095,620 | $8.51M | 0.00% | −111,697−1.5% | Reduced |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,974,456−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −1,664,219−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −1,127,836−100.0% | Sold out |
| Tenzing Global Management, LLC | 0 | $0 | 0.00% | −1,100,000−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −508,564−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −378,484−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −366,277−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −183,959−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −148,359−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −89,041−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −73,708−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −72,478−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −66,646−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −61,292−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −58,371−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −53,174−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −49,406−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −46,268−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −45,479−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −41,425−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −37,363−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,799−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −35,184−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −33,255−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −32,041−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −21,795−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,963−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −16,399−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −14,290−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −11,442−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −11,279−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −10,716−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,181−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,881−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,171−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Gould Capital, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Burleson & Company, LLC | – | – | – | – | Not filed |