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, Q4 2023
Institutional positions in Smartbird, Inc. as of Dec 31, 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
- 111
- −14 vs. Q3 2023
- Shares held
- 39.8M
- +1.80M (+4.8%) vs. Q3 2023
- Total value
- $48.7M
- +$6.58M (+15.6%) vs. Q3 2023
- New holders
- 17
- 36 more added
- Sold out
- 31
- 21 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,926,896 | $12.2M | 0.00% | +99,720+1.0% | Added |
| BlackRock Inc. | 6,603,398 | $8.09M | 0.00% | +420,112+6.8% | Added |
| Vanguard Group Inc | 5,615,647 | $6.88M | 0.00% | +93,081+1.7% | Added |
| Oasis Management Co Ltd. | 2,505,530 | $3.07M | 1.04% | −40,230−1.6% | Reduced |
| Geode Capital Management, LLC | 2,114,107 | $2.59M | 0.00% | +110,678+5.5% | Added |
| State Street Corp | 1,750,148 | $2.14M | 0.00% | +67,710+4.0% | Added |
| Two Sigma Investments, LP | 1,080,452 | $1.32M | 0.00% | −253,455−19.0% | Reduced |
| Two Sigma Advisers, LP | 1,056,300 | $1.29M | 0.00% | −282,166−21.1% | Reduced |
| Northern Trust Corp | 810,038 | $992.3K | 0.00% | +56,818+7.5% | Added |
| Bridgeway Capital Management, LLC | 686,100 | $840.5K | 0.02% | +411,100+149.5% | Added |
| Laidlaw Wealth Management LLC | 613,003 | $750.9K | 0.27% | +613,003 | New |
| Nuveen Asset Management, LLC | 603,786 | $739.6K | 0.00% | +22,816+3.9% | Added |
| Citadel Advisors LLC | 546,983 | $670.1K | 0.00% | +467,089+584.6% | Added |
| Baillie Gifford & Co | 532,500 | $652.3K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 370,400 | $454.0K | 0.00% | −121,400−24.7% | Reduced |
| Morgan Stanley | 326,853 | $400.4K | 0.00% | +170,670+109.3% | Added |
| Bank of New York Mellon Corp | 314,063 | $384.7K | 0.00% | −1,947−0.6% | Reduced |
| CastleKnight Management LP | 284,000 | $347.9K | 0.06% | +284,000 | New |
| Arnhold LLC | 272,905 | $334.3K | 0.04% | +46,350+20.5% | Added |
| Charles Schwab Investment Management Inc | 270,473 | $331.3K | 0.00% | −5,457−2.0% | Reduced |
| Coldstream Capital Management Inc | 223,788 | $274.1K | 0.01% | +223,788 | New |
| Goldman Sachs Group Inc | 214,155 | $262.3K | 0.00% | +9,363+4.6% | Added |
| Susquehanna International Group, LLP | 212,823 | $260.7K | 0.00% | −48,588−18.6% | Reduced |
| Allworth Financial LP | 186,820 | $228.9K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 180,590 | $221.2K | 0.00% | −7,345−3.9% | Reduced |
| Invesco Ltd. | 163,273 | $200.0K | 0.00% | +10,257+6.7% | Added |
| Jane Street Group, LLC | 162,657 | $199.3K | 0.00% | +140,096+621.0% | Added |
| Rhumbline Advisers | 143,986 | $176.4K | 0.00% | +3,330+2.4% | Added |
| Barclays PLC | 133,048 | $163.0K | 0.00% | +116,459+702.0% | Added |
| Bank of America Corp | 125,379 | $153.6K | 0.00% | +18,484+17.3% | Added |
| JPMorgan Chase & Co | 122,900 | $150.6K | 0.00% | +29,178+31.1% | Added |
| CI Private Wealth, LLC | 110,270 | $135.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 105,812 | $129.6K | 0.00% | +57,384+118.5% | Added |
| Cheyne Capital Management (UK) LLP | 100,000 | $122.5K | 0.44% | 00.0% | Unchanged |
| Group One Trading, L.P. | 98,779 | $121.0K | 0.00% | −23,398−19.2% | Reduced |
| Acadian Asset Management LLC | 91,629 | $112.0K | 0.00% | +91,629 | New |
| DC Investments Management, LLC | 64,673 | $79.2K | 0.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 64,623 | $79.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 52,000 | $64.0K | 0.00% | +9,662+22.8% | Added |
| Needham Investment Management LLC | 50,000 | $61.3K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 48,126 | $59.0K | 0.00% | +676+1.4% | Added |
| Voya Investment Management LLC | 45,354 | $55.6K | 0.00% | +1,611+3.7% | Added |
| Aspiriant, LLC | 40,736 | $49.9K | 0.00% | +9,213+29.2% | Added |
| New York State Common Retirement Fund | 36,076 | $44.2K | 0.00% | +262+0.7% | Added |
| Wells Fargo & Company | 35,429 | $43.4K | 0.00% | +4,619+15.0% | Added |
| Performa Ltd (US), LLC | 34,000 | $41.6K | 0.02% | +1,500+4.6% | Added |
| Lake Street Advisors Group, LLC | 33,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 31,641 | $39.0K | 0.00% | +1,944+6.5% | Added |
| Integrated Wealth Concepts LLC | 31,000 | $38.0K | 0.00% | +10,000+47.6% | Added |
| Commonwealth Equity Services, LLC | 29,374 | $36.0K | 0.00% | +2,010+7.3% | Added |
| State Board of Administration of Florida Retirement System | 25,149 | $30.8K | 0.00% | +25,149 | New |
| SEI Investments Co | 22,816 | $27.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22,043 | $27.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 20,590 | $26.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20,470 | $25.1K | 0.00% | −2,400−10.5% | Reduced |
| Wexford Capital LP | 20,200 | $24.7K | 0.01% | +20,200 | New |
| Wolverine Trading, LLC | 20,112 | $24.6K | 0.00% | +6,437+47.1% | Added |
| Baron Wealth Management LLC | 19,250 | $23.6K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 18,000 | $22.1K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,686 | $20.4K | 0.00% | +16,686 | New |
| Heritage Investors Management Corp | 16,459 | $20.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 16,206 | $19.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,023 | $19.6K | 0.00% | +3,671+29.7% | Added |
| California State Teachers Retirement System | 15,937 | $19.5K | 0.00% | −5,042−24.0% | Reduced |
| Wealthsource Partners, LLC | 14,901 | $18.3K | 0.00% | −3,587−19.4% | Reduced |
| LPL Financial LLC | 14,509 | $17.8K | 0.00% | −400−2.7% | Reduced |
| Citigroup Inc | 14,020 | $17.2K | 0.00% | +13,578+3,071.9% | Added |
| GTS Securities LLC | 13,479 | $16.5K | 0.00% | −2,458−15.4% | Reduced |
| Simplex Trading, LLC | 13,801 | $16.0K | 0.00% | +1,739+14.4% | Added |
| Scientech Research LLC | 12,802 | $15.7K | 0.02% | +12,802 | New |
| Principal Financial Group Inc | 12,147 | $14.9K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,777 | $14.4K | 0.00% | +150+1.3% | Added |
| ICONIQ Capital, LLC | 11,500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 11,300 | $14.0K | 0.00% | −750−6.2% | Reduced |
| Neuberger Berman Group LLC | 10,395 | $12.7K | 0.00% | +10,395 | New |
| Insight Advisors, LLC | 10,310 | $12.6K | 0.00% | −800−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 10,290 | $12.6K | 0.00% | +289+2.9% | Added |
| Empower Advisory Group, LLC | 10,016 | $12.3K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $12.3K | 0.00% | −6,000−37.5% | Reduced |
| Legal & General Group Plc | 9,189 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 10,644 | $10.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,433 | $9.00K | 0.00% | −975−11.6% | Reduced |
| Ameritas Investment Partners, Inc. | 7,078 | $8.67K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,187 | $7.58K | 0.00% | −4,228−40.6% | Reduced |
| Fifth Third Bancorp | 4,647 | $5.69K | 0.00% | +4,647 | New |
| Focused Wealth Management, Inc | 2,000 | $2.45K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,800 | $2.21K | 0.00% | +1,500+500.0% | Added |
| Global Retirement Partners, LLC | 2,140 | $2.12K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,500 | $2.00K | 0.00% | −55−3.5% | Reduced |
| Carolinas Wealth Consulting LLC | 1,267 | $1.55K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $1.23K | 0.00% | +1,000 | New |
| Westside Investment Management, Inc. | 925 | $1.13K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,118 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $990 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $610 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $490 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 400 | $490 | 0.00% | +400 | New |
| Investment Research & Advisory Group, Inc. | 304 | $372 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 300 | $368 | 0.00% | +300 | New |
| IFP Advisors, Inc | 200 | $245 | 0.00% | 00.0% | Unchanged |