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, Q3 2023
Institutional positions in Smartbird, Inc. as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 38.0M
- +3.22M (+9.3%) vs. Q2 2023
- Total value
- $42.1M
- −$1.64M (−3.8%) vs. Q2 2023
- New holders
- 17
- 27 more added
- Sold out
- 17
- 37 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,827,176 | $10.9M | 0.00% | +3,868,839+64.9% | Added |
| BlackRock Inc. | 6,183,286 | $6.86M | 0.00% | −478,888−7.2% | Reduced |
| Vanguard Group Inc | 5,522,566 | $6.13M | 0.00% | +29,790+0.5% | Added |
| Oasis Management Co Ltd. | 2,545,760 | $2.83M | 0.76% | +2,545,760 | New |
| Geode Capital Management, LLC | 2,003,429 | $2.22M | 0.00% | +56,310+2.9% | Added |
| State Street Corp | 1,682,438 | $1.87M | 0.00% | +35,804+2.2% | Added |
| Two Sigma Advisers, LP | 1,338,466 | $1.49M | 0.00% | +73,966+5.8% | Added |
| Two Sigma Investments, LP | 1,333,907 | $1.48M | 0.00% | −199,287−13.0% | Reduced |
| Northern Trust Corp | 753,220 | $836.1K | 0.00% | −12,899−1.7% | Reduced |
| Nuveen Asset Management, LLC | 580,970 | $644.9K | 0.00% | −15,040−2.5% | Reduced |
| Baillie Gifford & Co | 532,500 | $591.1K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 491,800 | $546.0K | 0.00% | −195,800−28.5% | Reduced |
| Bank of New York Mellon Corp | 316,010 | $350.8K | 0.00% | −180.0% | Reduced |
| Charles Schwab Investment Management Inc | 275,930 | $306.3K | 0.00% | +19,126+7.4% | Added |
| Bridgeway Capital Management, LLC | 275,000 | $305.3K | 0.01% | −461,427−62.7% | Reduced |
| Susquehanna International Group, LLP | 261,411 | $290.2K | 0.00% | −185,428−41.5% | Reduced |
| Twinbeech Capital LP | 229,919 | $255.2K | 0.00% | −42,277−15.5% | Reduced |
| Arnhold LLC | 226,555 | $251.5K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 204,792 | $227.3K | 0.00% | −81,857−28.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 187,935 | $208.6K | 0.00% | +187,935 | New |
| Allworth Financial LP | 186,820 | $207.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 156,183 | $173.4K | 0.00% | −71,737−31.5% | Reduced |
| Invesco Ltd. | 153,016 | $169.8K | 0.00% | +980+0.6% | Added |
| Rhumbline Advisers | 140,656 | $156.1K | 0.00% | +3,043+2.2% | Added |
| Federated Hermes, Inc. | 140,000 | $155.4K | 0.00% | −40,000−22.2% | Reduced |
| Group One Trading, L.P. | 122,177 | $135.6K | 0.01% | +4,334+3.7% | Added |
| CI Private Wealth, LLC | 110,270 | $122.4K | 0.00% | +110,270 | New |
| Bank of America Corp | 106,895 | $118.7K | 0.00% | −152,437−58.8% | Reduced |
| Cheyne Capital Management (UK) LLP | 100,000 | $111.0K | 0.32% | +100,000 | New |
| JPMorgan Chase & Co | 93,722 | $104.0K | 0.00% | −32,577−25.8% | Reduced |
| Fountainhead AM, LLC | 82,028 | $91.1K | 0.03% | +82,028 | New |
| Citadel Advisors LLC | 79,894 | $88.7K | 0.00% | −272,479−77.3% | Reduced |
| DC Investments Management, LLC | 64,673 | $71.8K | 0.09% | +64,673 | New |
| Alliancebernstein L.P. | 64,623 | $71.7K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 57,063 | $63.3K | 0.00% | −48,048−45.7% | Reduced |
| MetLife Investment Management | 56,147 | $62.3K | 0.00% | +56,147 | New |
| Tudor Investment Corp Et Al | 50,000 | $55.5K | 0.00% | 00.0% | Unchanged |
| Needham Investment Management LLC | 50,000 | $55.5K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 48,428 | $53.8K | 0.00% | −2,332−4.6% | Reduced |
| American International Group, Inc. | 47,450 | $52.7K | 0.00% | +1,687+3.7% | Added |
| AQR Capital Management LLC | 44,243 | $49.1K | 0.00% | +9,209+26.3% | Added |
| Voya Investment Management LLC | 43,743 | $48.6K | 0.00% | +43,743 | New |
| Cubist Systematic Strategies, LLC | 43,423 | $48.2K | 0.00% | +6,117+16.4% | Added |
| Platform Technology Partners | 43,000 | $47.7K | 0.02% | +1,000+2.4% | Added |
| SG Americas Securities, LLC | 42,338 | $47.0K | 0.00% | +24,255+134.1% | Added |
| Engineers Gate Manager LP | 40,344 | $44.8K | 0.00% | −7,418−15.5% | Reduced |
| Deutsche Bank AG | 35,930 | $39.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 35,814 | $39.8K | 0.00% | −308−0.9% | Reduced |
| Lake Street Advisors Group, LLC | 33,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 40,000 | $36.2K | 0.03% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 32,500 | $36.1K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 31,523 | $35.0K | 0.00% | +10,620+50.8% | Added |
| Wells Fargo & Company | 30,810 | $34.2K | 0.00% | −12,834−29.4% | Reduced |
| Royal Bank of Canada | 29,697 | $34.0K | 0.00% | −1,997−6.3% | Reduced |
| Marshall Wace, LLP | 30,600 | $34.0K | 0.00% | −142,420−82.3% | Reduced |
| Fund 1 Investments, LLC | 30,300 | $33.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 30,000 | $33.3K | 0.00% | +15,000+100.0% | Added |
| Commonwealth Equity Services, LLC | 27,364 | $30.0K | 0.00% | +2,425+9.7% | Added |
| Prime Capital Investment Advisors, LLC | 24,672 | $27.4K | 0.00% | −2,531−9.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,870 | $25.4K | 0.01% | +10,100+79.1% | Added |
| SEI Investments Co | 22,816 | $25.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,561 | $25.0K | 0.00% | −246,951−91.6% | Reduced |
| Parallel Advisors, LLC | 22,043 | $24.5K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 21,000 | $23.3K | 0.00% | −12,500−37.3% | Reduced |
| California State Teachers Retirement System | 20,979 | $23.3K | 0.00% | −10,649−33.7% | Reduced |
| Price T Rowe Associates Inc | 20,590 | $23.0K | 0.00% | +3,279+18.9% | Added |
| Kaizen Financial Strategies | 20,500 | $22.8K | 0.02% | +1,000+5.1% | Added |
| Squarepoint Ops LLC | 20,065 | $22.3K | 0.00% | −286,006−93.4% | Reduced |
| Baron Wealth Management LLC | 19,250 | $21.4K | 0.01% | +1,250+6.9% | Added |
| Wealthsource Partners, LLC | 18,488 | $20.5K | 0.00% | +4,839+35.5% | Added |
| Edmond de Rothschild Holding S.A. | 18,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 16,589 | $18.4K | 0.00% | −3,406−17.0% | Reduced |
| Heritage Investors Management Corp | 16,459 | $18.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 16,206 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 16,000 | $17.8K | 0.00% | −4,000−20.0% | Reduced |
| GTS Securities LLC | 15,937 | $17.7K | 0.00% | +15,937 | New |
| CIBC Private Wealth Group, LLC | 15,645 | $17.4K | 0.00% | +15,645 | New |
| LPL Financial LLC | 14,909 | $16.5K | 0.00% | −1,850−11.0% | Reduced |
| Mariner, LLC | 14,267 | $15.8K | 0.00% | +14,267 | New |
| Wolverine Trading, LLC | 13,675 | $15.2K | 0.00% | +2,296+20.2% | Added |
| Global Wealth Strategies & Associates | 12,500 | $13.9K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,352 | $13.7K | 0.00% | −14−0.1% | Reduced |
| Principal Financial Group Inc | 12,147 | $13.5K | 0.00% | +2,053+20.3% | Added |
| Simplex Trading, LLC | 12,062 | $13.0K | 0.00% | −17,556−59.3% | Reduced |
| Centaurus Financial, Inc. | 12,050 | $13.0K | 0.00% | +12,050 | New |
| Cerity Partners LLC | 11,627 | $12.9K | 0.00% | −571−4.7% | Reduced |
| ICONIQ Capital, LLC | 11,500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,110 | $12.3K | 0.00% | −800−6.7% | Reduced |
| Telemus Capital, LLC | 11,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 10,644 | $11.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,415 | $11.6K | 0.00% | −133,300−92.8% | Reduced |
| Victory Capital Management Inc | 10,375 | $11.5K | 0.00% | +260+2.6% | Added |
| Empower Advisory Group, LLC | 10,016 | $11.1K | 0.00% | +10,016 | New |
| Tower Research Capital LLC (TRC) | 10,001 | $11.1K | 0.00% | +3,201+47.1% | Added |
| Water Island Capital LLC | 10,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,189 | $10.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,408 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,078 | $7.86K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,197 | $6.88K | 0.00% | +6,197 | New |
| Point72 Middle East FZE | 5,922 | $6.57K | 0.00% | −84,105−93.4% | Reduced |