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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 250 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 109 | $0 | 0.00% | +109 | New |
| Eukles Asset Management | 1 | $1 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 11 | $14 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $26 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 26 | $33 | 0.00% | +26 | New |
| JJJ Advisors Inc. | 50 | $63 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 175 | $221 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $378 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 304 | $383 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 377 | $475 | 0.00% | +377 | New |
| Laurel Wealth Advisors LLC | 377 | $476 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 400 | $504 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $504 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $625 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,118 | $1.00K | 0.00% | −50−4.3% | Reduced |
| US Bancorp | 808 | $1.02K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $1.17K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 940 | $1.18K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,267 | $1.60K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,500 | $2.00K | 0.00% | −310−17.1% | Reduced |
| Focused Wealth Management, Inc | 2,000 | $2.52K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,140 | $2.70K | 0.00% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,000 | $3.78K | 0.00% | +3,000 | New |
| Cutler Group LP | 7,015 | $8.00K | 0.00% | −17−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6,800 | $8.57K | 0.00% | −1,760−20.6% | Reduced |
| Ameritas Investment Partners, Inc. | 7,078 | $8.92K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,408 | $11.0K | 0.00% | −3,013−26.4% | Reduced |
| Advisors Preferred, LLC | 8,561 | $11.0K | 0.00% | −889−9.4% | Reduced |
| Legal & General Group Plc | 9,189 | $11.6K | 0.00% | −4,730−34.0% | Reduced |
| Water Island Capital LLC | 10,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,094 | $12.7K | 0.00% | −1,541−13.2% | Reduced |
| Victory Capital Management Inc | 10,115 | $12.7K | 0.00% | −232−2.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 10,644 | $13.4K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 11,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 11,379 | $14.3K | 0.00% | +1,049+10.2% | Added |
| ICONIQ Capital, LLC | 11,500 | $14.5K | 0.00% | +11,500 | New |
| Insight Advisors, LLC | 11,910 | $15.0K | 0.00% | −800−6.3% | Reduced |
| Cerity Partners LLC | 12,198 | $15.4K | 0.00% | +12,198 | New |
| ProShare Advisors LLC | 12,366 | $15.6K | 0.00% | +1,004+8.8% | Added |
| Global Wealth Strategies & Associates | 12,500 | $15.8K | 0.01% | +12,500 | New |
| Patriot Financial Group Insurance Agency, LLC | 12,770 | $16.1K | 0.00% | −600−4.5% | Reduced |
| Wealthsource Partners, LLC | 13,649 | $17.2K | 0.00% | +3,439+33.7% | Added |
| Hollencrest Capital Management | 15,000 | $18.9K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,000 | $18.9K | 0.00% | +15,000 | New |
| Dimensional Fund Advisors LP | 16,206 | $20.4K | 0.00% | −62,709−79.5% | Reduced |
| Heritage Investors Management Corp | 16,459 | $21.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,759 | $21.1K | 0.00% | −340−2.0% | Reduced |
| Price T Rowe Associates Inc | 17,311 | $22.0K | 0.00% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 17,020 | $22.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| SG Americas Securities, LLC | 18,083 | $23.0K | 0.00% | +3,349+22.7% | Added |
| Ergoteles LLC | 19,400 | $24.4K | 0.00% | +19,400 | New |
| Kaizen Financial Strategies | 19,500 | $24.8K | 0.02% | +19,500 | New |
| Barclays PLC | 19,995 | $25.2K | 0.00% | −28,817−59.0% | Reduced |
| Gamco Investors, Inc. Et Al | 20,000 | $25.2K | 0.00% | +20,000 | New |
| Aspiriant, LLC | 20,903 | $26.3K | 0.00% | +20,903 | New |
| Parallel Advisors, LLC | 22,043 | $27.8K | 0.00% | +1,176+5.6% | Added |
| Two Sigma Securities, LLC | 22,414 | $28.2K | 0.00% | +22,414 | New |
| SEI Investments Co | 22,816 | $28.7K | 0.00% | +22,816 | New |
| Commonwealth Equity Services, LLC | 24,939 | $31.0K | 0.00% | −1,080−4.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,203 | $34.3K | 0.00% | −17,902−39.7% | Reduced |
| Beaumont Capital Management, LLC | 27,761 | $35.0K | 0.02% | −6,089−18.0% | Reduced |
| Citigroup Inc | 28,482 | $35.9K | 0.00% | +26,065+1,078.4% | Added |
| Simplex Trading, LLC | 29,618 | $37.0K | 0.00% | +21,553+267.2% | Added |
| Fund 1 Investments, LLC | 30,300 | $38.2K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 31,628 | $39.9K | 0.00% | −88,622−73.7% | Reduced |
| Performa Ltd (US), LLC | 32,500 | $41.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 31,694 | $41.0K | 0.00% | −2,715−7.9% | Reduced |
| Lake Street Advisors Group, LLC | 33,000 | $42.0K | 0.00% | +33,000 | New |
| Integrated Wealth Concepts LLC | 33,500 | $42.2K | 0.00% | +6,000+21.8% | Added |
| AQR Capital Management LLC | 35,034 | $44.1K | 0.00% | −242,783−87.4% | Reduced |
| Deutsche Bank AG | 35,930 | $45.3K | 0.00% | −20,871−36.7% | Reduced |
| New York State Common Retirement Fund | 36,122 | $45.5K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 37,306 | $47.0K | 0.00% | +37,306 | New |
| Afg Fiduciary Services Limited Partnership | 40,000 | $51.2K | 0.04% | 00.0% | Unchanged |
| Platform Technology Partners | 42,000 | $52.1K | 0.02% | +42,000 | New |
| Wells Fargo & Company | 43,644 | $55.0K | 0.00% | +19,620+81.7% | Added |
| American International Group, Inc. | 45,763 | $57.7K | 0.00% | −832−1.8% | Reduced |
| Engineers Gate Manager LP | 47,762 | $60.2K | 0.00% | +47,762 | New |
| 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 |
| UBS Group AG | 50,760 | $64.0K | 0.00% | +3,840+8.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 59,606 | $75.1K | 0.01% | +59,606 | New |
| Alliancebernstein L.P. | 64,623 | $81.4K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 76,877 | $96.9K | 0.01% | +23,610+44.3% | Added |
| UBS Asset Management Americas Inc | 89,231 | $107.1K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 90,027 | $113.4K | 0.01% | +90,027 | New |
| Marathon Partners Equity Management, LLC | 100,000 | $126.0K | 0.16% | 00.0% | Unchanged |
| Millennium Management LLC | 105,111 | $132.4K | 0.00% | +105,111 | New |
| Group One Trading, L.P. | 117,843 | $148.5K | 0.01% | +76,994+188.5% | Added |
| JPMorgan Chase & Co | 126,299 | $159.1K | 0.00% | +6,923+5.8% | Added |
| Rhumbline Advisers | 137,613 | $173.4K | 0.00% | −3,303−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 143,715 | $182.4K | 0.00% | +97,240+209.2% | Added |
| Invesco Ltd. | 152,036 | $191.6K | 0.00% | −10,975−6.7% | Reduced |
| Marshall Wace, LLP | 173,020 | $218.0K | 0.00% | +156,920+974.7% | Added |
| Federated Hermes, Inc. | 180,000 | $226.8K | 0.00% | −742−0.4% | Reduced |
| Allworth Financial LP | 186,820 | $235.4K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 201,932 | $254.0K | 0.00% | +201,932 | New |