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 |
|---|---|---|---|---|---|
| Options Solutions, LLC | 3,000 | $3.78K | 0.00% | +3,000 | New |
| Global Retirement Partners, LLC | 2,140 | $2.70K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,000 | $2.52K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,500 | $2.00K | 0.00% | −310−17.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,267 | $1.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 940 | $1.18K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $1.17K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $1.02K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,118 | $1.00K | 0.00% | −50−4.3% | Reduced |
| Whittier Trust Co | 500 | $625 | 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 |
| Laurel Wealth Advisors LLC | 377 | $476 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 377 | $475 | 0.00% | +377 | New |
| Investment Research & Advisory Group, Inc. | 304 | $383 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $378 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 175 | $221 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $63 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 26 | $33 | 0.00% | +26 | New |
| Sunbelt Securities, Inc. | 21 | $26 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 11 | $14 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1 | $1 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 250 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 109 | $0 | 0.00% | +109 | New |
| IFP Advisors, Inc | 200 | – | – | +200 | New |
| Swiss National Bank | 0 | $0 | 0.00% | −207,700−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −132,151−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Cheyne Capital Management (UK) LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −86,462−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −81,435−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −55,974−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −51,468−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −41,587−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −39,890−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −38,625−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −39,075−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −36,550−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −27,878−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −23,945−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,136−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −12,050−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,702−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,363−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |