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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 250 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1 | $1 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 11 | $12 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $23 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 26 | $29 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $56 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 109 | $121 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 175 | $195 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $222 | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 200 | $222 | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 300 | $333 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 304 | $337 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $444 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 442 | $490 | 0.00% | −28,040−98.4% | Reduced |
| Whittier Trust Co | 500 | $550 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $897 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,118 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $1.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 940 | $1.04K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,267 | $1.10K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $1.11K | 0.00% | +1,000 | New |
| CWM, LLC | 1,555 | $2.00K | 0.00% | +55+3.7% | Added |
| Focused Wealth Management, Inc | 2,000 | $2.22K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,140 | $2.25K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2,524 | $2.80K | 0.00% | +2,524 | New |
| Point72 Middle East FZE | 5,922 | $6.57K | 0.00% | −84,105−93.4% | Reduced |
| Metropolitan Life Insurance Co | 6,197 | $6.88K | 0.00% | +6,197 | New |
| Ameritas Investment Partners, Inc. | 7,078 | $7.86K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,408 | $9.00K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,189 | $10.2K | 0.00% | 00.0% | Unchanged |
| Water Island Capital LLC | 10,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,001 | $11.1K | 0.00% | +3,201+47.1% | Added |
| Empower Advisory Group, LLC | 10,016 | $11.1K | 0.00% | +10,016 | New |
| Victory Capital Management Inc | 10,375 | $11.5K | 0.00% | +260+2.6% | Added |
| Advisor Group Holdings, Inc. | 10,415 | $11.6K | 0.00% | −133,300−92.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 10,644 | $11.8K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 11,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,110 | $12.3K | 0.00% | −800−6.7% | Reduced |
| ICONIQ Capital, LLC | 11,500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,627 | $12.9K | 0.00% | −571−4.7% | Reduced |
| 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 |
| Principal Financial Group Inc | 12,147 | $13.5K | 0.00% | +2,053+20.3% | Added |
| ProShare Advisors LLC | 12,352 | $13.7K | 0.00% | −14−0.1% | Reduced |
| Global Wealth Strategies & Associates | 12,500 | $13.9K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,675 | $15.2K | 0.00% | +2,296+20.2% | Added |
| Mariner, LLC | 14,267 | $15.8K | 0.00% | +14,267 | New |
| LPL Financial LLC | 14,909 | $16.5K | 0.00% | −1,850−11.0% | Reduced |
| CIBC Private Wealth Group, LLC | 15,645 | $17.4K | 0.00% | +15,645 | New |
| GTS Securities LLC | 15,937 | $17.7K | 0.00% | +15,937 | New |
| Gamco Investors, Inc. Et Al | 16,000 | $17.8K | 0.00% | −4,000−20.0% | Reduced |
| Dimensional Fund Advisors LP | 16,206 | $18.0K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 16,459 | $18.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 16,589 | $18.4K | 0.00% | −3,406−17.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 18,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 18,488 | $20.5K | 0.00% | +4,839+35.5% | Added |
| Baron Wealth Management LLC | 19,250 | $21.4K | 0.01% | +1,250+6.9% | Added |
| Squarepoint Ops LLC | 20,065 | $22.3K | 0.00% | −286,006−93.4% | Reduced |
| Kaizen Financial Strategies | 20,500 | $22.8K | 0.02% | +1,000+5.1% | Added |
| Price T Rowe Associates Inc | 20,590 | $23.0K | 0.00% | +3,279+18.9% | Added |
| California State Teachers Retirement System | 20,979 | $23.3K | 0.00% | −10,649−33.7% | Reduced |
| Integrated Wealth Concepts LLC | 21,000 | $23.3K | 0.00% | −12,500−37.3% | Reduced |
| Parallel Advisors, LLC | 22,043 | $24.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,561 | $25.0K | 0.00% | −246,951−91.6% | Reduced |
| SEI Investments Co | 22,816 | $25.3K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 22,870 | $25.4K | 0.01% | +10,100+79.1% | Added |
| Prime Capital Investment Advisors, LLC | 24,672 | $27.4K | 0.00% | −2,531−9.3% | Reduced |
| Commonwealth Equity Services, LLC | 27,364 | $30.0K | 0.00% | +2,425+9.7% | Added |
| Hollencrest Capital Management | 30,000 | $33.3K | 0.00% | +15,000+100.0% | Added |
| Fund 1 Investments, LLC | 30,300 | $33.6K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 30,600 | $34.0K | 0.00% | −142,420−82.3% | Reduced |
| Royal Bank of Canada | 29,697 | $34.0K | 0.00% | −1,997−6.3% | Reduced |
| Wells Fargo & Company | 30,810 | $34.2K | 0.00% | −12,834−29.4% | Reduced |
| Aspiriant, LLC | 31,523 | $35.0K | 0.00% | +10,620+50.8% | Added |
| Performa Ltd (US), LLC | 32,500 | $36.1K | 0.02% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 40,000 | $36.2K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 33,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 35,814 | $39.8K | 0.00% | −308−0.9% | Reduced |
| Deutsche Bank AG | 35,930 | $39.9K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 40,344 | $44.8K | 0.00% | −7,418−15.5% | Reduced |
| SG Americas Securities, LLC | 42,338 | $47.0K | 0.00% | +24,255+134.1% | Added |
| Platform Technology Partners | 43,000 | $47.7K | 0.02% | +1,000+2.4% | Added |
| Cubist Systematic Strategies, LLC | 43,423 | $48.2K | 0.00% | +6,117+16.4% | Added |
| Voya Investment Management LLC | 43,743 | $48.6K | 0.00% | +43,743 | New |
| AQR Capital Management LLC | 44,243 | $49.1K | 0.00% | +9,209+26.3% | Added |
| American International Group, Inc. | 47,450 | $52.7K | 0.00% | +1,687+3.7% | Added |
| UBS Group AG | 48,428 | $53.8K | 0.00% | −2,332−4.6% | Reduced |
| 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 |
| MetLife Investment Management | 56,147 | $62.3K | 0.00% | +56,147 | New |
| Millennium Management LLC | 57,063 | $63.3K | 0.00% | −48,048−45.7% | Reduced |
| Alliancebernstein L.P. | 64,623 | $71.7K | 0.00% | 00.0% | Unchanged |
| DC Investments Management, LLC | 64,673 | $71.8K | 0.09% | +64,673 | New |
| Citadel Advisors LLC | 79,894 | $88.7K | 0.00% | −272,479−77.3% | Reduced |
| Fountainhead AM, LLC | 82,028 | $91.1K | 0.03% | +82,028 | New |
| JPMorgan Chase & Co | 93,722 | $104.0K | 0.00% | −32,577−25.8% | Reduced |
| Cheyne Capital Management (UK) LLP | 100,000 | $111.0K | 0.32% | +100,000 | New |
| Bank of America Corp | 106,895 | $118.7K | 0.00% | −152,437−58.8% | Reduced |
| CI Private Wealth, LLC | 110,270 | $122.4K | 0.00% | +110,270 | New |
| Group One Trading, L.P. | 122,177 | $135.6K | 0.01% | +4,334+3.7% | Added |