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, Q2 2023
Institutional positions in Smartbird, Inc. as of Jun 30, 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
- 125
- −1 vs. Q1 2023
- Shares held
- 34.7M
- −2.81M (−7.5%) vs. Q1 2023
- Total value
- $43.8M
- −$1.28M (−2.8%) vs. Q1 2023
- New holders
- 25
- 25 more added
- Sold out
- 26
- 37 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,662,174 | $8.39M | 0.00% | −132,621−2.0% | Reduced |
| FMR LLC | 5,958,337 | $7.51M | 0.00% | −946,138−13.7% | Reduced |
| Vanguard Group Inc | 5,492,776 | $6.92M | 0.00% | −1,602,844−22.6% | Reduced |
| Geode Capital Management, LLC | 1,947,119 | $2.45M | 0.00% | +45,313+2.4% | Added |
| State Street Corp | 1,646,634 | $2.07M | 0.00% | −126,578−7.1% | Reduced |
| Two Sigma Investments, LP | 1,533,194 | $1.93M | 0.01% | +40,268+2.7% | Added |
| Two Sigma Advisers, LP | 1,264,500 | $1.59M | 0.00% | +282,200+28.7% | Added |
| Northern Trust Corp | 766,119 | $965.3K | 0.00% | −76,415−9.1% | Reduced |
| Bridgeway Capital Management, LLC | 736,427 | $927.9K | 0.02% | +736,427 | New |
| Renaissance Technologies LLC | 687,600 | $866.0K | 0.00% | +21,082+3.2% | Added |
| Nuveen Asset Management, LLC | 596,010 | $751.0K | 0.00% | −174,512−22.6% | Reduced |
| Baillie Gifford & Co | 532,500 | $671.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 446,839 | $563.0K | 0.00% | +263,399+143.6% | Added |
| Citadel Advisors LLC | 352,373 | $444.0K | 0.00% | +300,870+584.2% | Added |
| Bank of New York Mellon Corp | 316,028 | $398.2K | 0.00% | −1,291,340−80.3% | Reduced |
| Squarepoint Ops LLC | 306,071 | $385.6K | 0.00% | −249,363−44.9% | Reduced |
| Vontobel Holding Ltd. | 300,000 | $378.0K | 0.00% | +100,000+50.0% | Added |
| Goldman Sachs Group Inc | 286,649 | $361.2K | 0.00% | +132,938+86.5% | Added |
| Twinbeech Capital LP | 272,196 | $343.0K | 0.01% | +272,196 | New |
| Jane Street Group, LLC | 269,512 | $339.6K | 0.00% | +148,783+123.2% | Added |
| Bank of America Corp | 259,332 | $326.8K | 0.00% | −45,873−15.0% | Reduced |
| Charles Schwab Investment Management Inc | 256,804 | $323.6K | 0.00% | −133−0.1% | Reduced |
| Morgan Stanley | 227,920 | $287.2K | 0.00% | −103,347−31.2% | Reduced |
| Arnhold LLC | 226,555 | $285.5K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 201,932 | $254.0K | 0.00% | +201,932 | New |
| Allworth Financial LP | 186,820 | $235.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 180,000 | $226.8K | 0.00% | −742−0.4% | Reduced |
| Marshall Wace, LLP | 173,020 | $218.0K | 0.00% | +156,920+974.7% | Added |
| Invesco Ltd. | 152,036 | $191.6K | 0.00% | −10,975−6.7% | Reduced |
| Advisor Group Holdings, Inc. | 143,715 | $182.4K | 0.00% | +97,240+209.2% | Added |
| Rhumbline Advisers | 137,613 | $173.4K | 0.00% | −3,303−2.3% | Reduced |
| JPMorgan Chase & Co | 126,299 | $159.1K | 0.00% | +6,923+5.8% | Added |
| Group One Trading, L.P. | 117,843 | $148.5K | 0.01% | +76,994+188.5% | Added |
| Millennium Management LLC | 105,111 | $132.4K | 0.00% | +105,111 | New |
| Marathon Partners Equity Management, LLC | 100,000 | $126.0K | 0.16% | 00.0% | Unchanged |
| Point72 Middle East FZE | 90,027 | $113.4K | 0.01% | +90,027 | New |
| UBS Asset Management Americas Inc | 89,231 | $107.1K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 76,877 | $96.9K | 0.01% | +23,610+44.3% | Added |
| Alliancebernstein L.P. | 64,623 | $81.4K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 59,606 | $75.1K | 0.01% | +59,606 | New |
| UBS Group AG | 50,760 | $64.0K | 0.00% | +3,840+8.2% | Added |
| Needham Investment Management LLC | 50,000 | $63.0K | 0.01% | −25,000−33.3% | Reduced |
| Tudor Investment Corp Et Al | 50,000 | $63.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 47,762 | $60.2K | 0.00% | +47,762 | New |
| American International Group, Inc. | 45,763 | $57.7K | 0.00% | −832−1.8% | Reduced |
| Wells Fargo & Company | 43,644 | $55.0K | 0.00% | +19,620+81.7% | Added |
| Platform Technology Partners | 42,000 | $52.1K | 0.02% | +42,000 | New |
| Afg Fiduciary Services Limited Partnership | 40,000 | $51.2K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 37,306 | $47.0K | 0.00% | +37,306 | New |
| New York State Common Retirement Fund | 36,122 | $45.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 35,930 | $45.3K | 0.00% | −20,871−36.7% | Reduced |
| AQR Capital Management LLC | 35,034 | $44.1K | 0.00% | −242,783−87.4% | Reduced |
| Integrated Wealth Concepts LLC | 33,500 | $42.2K | 0.00% | +6,000+21.8% | Added |
| Lake Street Advisors Group, LLC | 33,000 | $42.0K | 0.00% | +33,000 | New |
| Royal Bank of Canada | 31,694 | $41.0K | 0.00% | −2,715−7.9% | Reduced |
| Performa Ltd (US), LLC | 32,500 | $41.0K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 31,628 | $39.9K | 0.00% | −88,622−73.7% | Reduced |
| Fund 1 Investments, LLC | 30,300 | $38.2K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 29,618 | $37.0K | 0.00% | +21,553+267.2% | Added |
| Citigroup Inc | 28,482 | $35.9K | 0.00% | +26,065+1,078.4% | Added |
| Beaumont Capital Management, LLC | 27,761 | $35.0K | 0.02% | −6,089−18.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,203 | $34.3K | 0.00% | −17,902−39.7% | Reduced |
| Commonwealth Equity Services, LLC | 24,939 | $31.0K | 0.00% | −1,080−4.2% | Reduced |
| SEI Investments Co | 22,816 | $28.7K | 0.00% | +22,816 | New |
| Two Sigma Securities, LLC | 22,414 | $28.2K | 0.00% | +22,414 | New |
| Parallel Advisors, LLC | 22,043 | $27.8K | 0.00% | +1,176+5.6% | Added |
| Aspiriant, LLC | 20,903 | $26.3K | 0.00% | +20,903 | New |
| Gamco Investors, Inc. Et Al | 20,000 | $25.2K | 0.00% | +20,000 | New |
| Barclays PLC | 19,995 | $25.2K | 0.00% | −28,817−59.0% | Reduced |
| Kaizen Financial Strategies | 19,500 | $24.8K | 0.02% | +19,500 | New |
| Ergoteles LLC | 19,400 | $24.4K | 0.00% | +19,400 | New |
| SG Americas Securities, LLC | 18,083 | $23.0K | 0.00% | +3,349+22.7% | Added |
| Edmond de Rothschild Holding S.A. | 18,000 | $22.7K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 18,000 | $22.7K | 0.01% | +1,150+6.8% | Added |
| C2C Wealth Management, LLC | 17,020 | $22.3K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 17,311 | $22.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,759 | $21.1K | 0.00% | −340−2.0% | Reduced |
| Heritage Investors Management Corp | 16,459 | $21.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 16,206 | $20.4K | 0.00% | −62,709−79.5% | Reduced |
| Hollencrest Capital Management | 15,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,000 | $18.9K | 0.00% | +15,000 | New |
| Wealthsource Partners, LLC | 13,649 | $17.2K | 0.00% | +3,439+33.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,770 | $16.1K | 0.00% | −600−4.5% | Reduced |
| Global Wealth Strategies & Associates | 12,500 | $15.8K | 0.01% | +12,500 | New |
| ProShare Advisors LLC | 12,366 | $15.6K | 0.00% | +1,004+8.8% | Added |
| Cerity Partners LLC | 12,198 | $15.4K | 0.00% | +12,198 | New |
| Insight Advisors, LLC | 11,910 | $15.0K | 0.00% | −800−6.3% | Reduced |
| ICONIQ Capital, LLC | 11,500 | $14.5K | 0.00% | +11,500 | New |
| Wolverine Trading, LLC | 11,379 | $14.3K | 0.00% | +1,049+10.2% | Added |
| Telemus Capital, LLC | 11,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 10,644 | $13.4K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,115 | $12.7K | 0.00% | −232−2.2% | Reduced |
| Principal Financial Group Inc | 10,094 | $12.7K | 0.00% | −1,541−13.2% | Reduced |
| Water Island Capital LLC | 10,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,189 | $11.6K | 0.00% | −4,730−34.0% | Reduced |
| Advisors Preferred, LLC | 8,561 | $11.0K | 0.00% | −889−9.4% | Reduced |
| Amalgamated Bank | 8,408 | $11.0K | 0.00% | −3,013−26.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,078 | $8.92K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,800 | $8.57K | 0.00% | −1,760−20.6% | Reduced |
| Cutler Group LP | 7,015 | $8.00K | 0.00% | −17−0.2% | Reduced |