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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 2,524 | $2.80K | 0.00% | +2,524 | New |
| Global Retirement Partners, LLC | 2,140 | $2.25K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,000 | $2.22K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,555 | $2.00K | 0.00% | +55+3.7% | Added |
| Atwood & Palmer Inc | 1,000 | $1.11K | 0.00% | +1,000 | New |
| Carolinas Wealth Consulting LLC | 1,267 | $1.10K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 940 | $1.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $1.03K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,118 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $897 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $550 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 442 | $490 | 0.00% | −28,040−98.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $444 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 304 | $337 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $333 | 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 |
| Johnson Financial Group, Inc. | 175 | $195 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 109 | $121 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $56 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 26 | $29 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $23 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 11 | $12 | 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 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −201,932−100.0% | Sold out |
| Marathon Partners Equity Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −89,231−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −76,877−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −59,606−100.0% | Sold out |
| Beaumont Capital Management, LLC | 0 | $0 | 0.00% | −27,761−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −22,414−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −17,020−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −8,561−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −7,015−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −377−100.0% | Sold out |