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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 250 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $4 | 0.00% | +3 | New |
| AllSquare Wealth Management LLC | 11 | $13 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $26 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $61 | 0.00% | −890−94.7% | Reduced |
| NBT Bank N A | 50 | $61 | 0.00% | +50 | New |
| JJJ Advisors Inc. | 50 | $62 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 54 | $66 | 0.00% | +54 | New |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $86 | 0.00% | +70 | New |
| Johnson Financial Group, Inc. | 175 | $215 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $245 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 300 | $368 | 0.00% | +300 | New |
| Investment Research & Advisory Group, Inc. | 304 | $372 | 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 |
| Whittier Trust Co | 500 | $610 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $990 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,118 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $1.13K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $1.23K | 0.00% | +1,000 | New |
| Carolinas Wealth Consulting LLC | 1,267 | $1.55K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,500 | $2.00K | 0.00% | −55−3.5% | Reduced |
| Global Retirement Partners, LLC | 2,140 | $2.12K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,800 | $2.21K | 0.00% | +1,500+500.0% | Added |
| Focused Wealth Management, Inc | 2,000 | $2.45K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,647 | $5.69K | 0.00% | +4,647 | New |
| Advisor Group Holdings, Inc. | 6,187 | $7.58K | 0.00% | −4,228−40.6% | Reduced |
| Ameritas Investment Partners, Inc. | 7,078 | $8.67K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,433 | $9.00K | 0.00% | −975−11.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 10,644 | $10.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,189 | $11.3K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $12.3K | 0.00% | −6,000−37.5% | Reduced |
| Empower Advisory Group, LLC | 10,016 | $12.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,290 | $12.6K | 0.00% | +289+2.9% | Added |
| Insight Advisors, LLC | 10,310 | $12.6K | 0.00% | −800−7.2% | Reduced |
| Neuberger Berman Group LLC | 10,395 | $12.7K | 0.00% | +10,395 | New |
| Centaurus Financial, Inc. | 11,300 | $14.0K | 0.00% | −750−6.2% | Reduced |
| ICONIQ Capital, LLC | 11,500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,777 | $14.4K | 0.00% | +150+1.3% | Added |
| Principal Financial Group Inc | 12,147 | $14.9K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 12,802 | $15.7K | 0.02% | +12,802 | New |
| Simplex Trading, LLC | 13,801 | $16.0K | 0.00% | +1,739+14.4% | Added |
| GTS Securities LLC | 13,479 | $16.5K | 0.00% | −2,458−15.4% | Reduced |
| Citigroup Inc | 14,020 | $17.2K | 0.00% | +13,578+3,071.9% | Added |
| LPL Financial LLC | 14,509 | $17.8K | 0.00% | −400−2.7% | Reduced |
| Wealthsource Partners, LLC | 14,901 | $18.3K | 0.00% | −3,587−19.4% | Reduced |
| California State Teachers Retirement System | 15,937 | $19.5K | 0.00% | −5,042−24.0% | Reduced |
| ProShare Advisors LLC | 16,023 | $19.6K | 0.00% | +3,671+29.7% | Added |
| Dimensional Fund Advisors LP | 16,206 | $19.9K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 16,459 | $20.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,686 | $20.4K | 0.00% | +16,686 | New |
| Edmond de Rothschild Holding S.A. | 18,000 | $22.1K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 19,250 | $23.6K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 20,112 | $24.6K | 0.00% | +6,437+47.1% | Added |
| Wexford Capital LP | 20,200 | $24.7K | 0.01% | +20,200 | New |
| Patriot Financial Group Insurance Agency, LLC | 20,470 | $25.1K | 0.00% | −2,400−10.5% | Reduced |
| Price T Rowe Associates Inc | 20,590 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22,043 | $27.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 22,816 | $27.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 25,149 | $30.8K | 0.00% | +25,149 | New |
| Commonwealth Equity Services, LLC | 29,374 | $36.0K | 0.00% | +2,010+7.3% | Added |
| Integrated Wealth Concepts LLC | 31,000 | $38.0K | 0.00% | +10,000+47.6% | Added |
| Royal Bank of Canada | 31,641 | $39.0K | 0.00% | +1,944+6.5% | Added |
| Lake Street Advisors Group, LLC | 33,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 34,000 | $41.6K | 0.02% | +1,500+4.6% | Added |
| Wells Fargo & Company | 35,429 | $43.4K | 0.00% | +4,619+15.0% | Added |
| New York State Common Retirement Fund | 36,076 | $44.2K | 0.00% | +262+0.7% | Added |
| Aspiriant, LLC | 40,736 | $49.9K | 0.00% | +9,213+29.2% | Added |
| Voya Investment Management LLC | 45,354 | $55.6K | 0.00% | +1,611+3.7% | Added |
| American International Group, Inc. | 48,126 | $59.0K | 0.00% | +676+1.4% | Added |
| Needham Investment Management LLC | 50,000 | $61.3K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 52,000 | $64.0K | 0.00% | +9,662+22.8% | Added |
| Alliancebernstein L.P. | 64,623 | $79.2K | 0.00% | 00.0% | Unchanged |
| DC Investments Management, LLC | 64,673 | $79.2K | 0.08% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 91,629 | $112.0K | 0.00% | +91,629 | New |
| Group One Trading, L.P. | 98,779 | $121.0K | 0.00% | −23,398−19.2% | Reduced |
| Cheyne Capital Management (UK) LLP | 100,000 | $122.5K | 0.44% | 00.0% | Unchanged |
| UBS Group AG | 105,812 | $129.6K | 0.00% | +57,384+118.5% | Added |
| CI Private Wealth, LLC | 110,270 | $135.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 122,900 | $150.6K | 0.00% | +29,178+31.1% | Added |
| Bank of America Corp | 125,379 | $153.6K | 0.00% | +18,484+17.3% | Added |
| Barclays PLC | 133,048 | $163.0K | 0.00% | +116,459+702.0% | Added |
| Rhumbline Advisers | 143,986 | $176.4K | 0.00% | +3,330+2.4% | Added |
| Jane Street Group, LLC | 162,657 | $199.3K | 0.00% | +140,096+621.0% | Added |
| Invesco Ltd. | 163,273 | $200.0K | 0.00% | +10,257+6.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 180,590 | $221.2K | 0.00% | −7,345−3.9% | Reduced |
| Allworth Financial LP | 186,820 | $228.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 212,823 | $260.7K | 0.00% | −48,588−18.6% | Reduced |
| Goldman Sachs Group Inc | 214,155 | $262.3K | 0.00% | +9,363+4.6% | Added |
| Coldstream Capital Management Inc | 223,788 | $274.1K | 0.01% | +223,788 | New |
| Charles Schwab Investment Management Inc | 270,473 | $331.3K | 0.00% | −5,457−2.0% | Reduced |
| Arnhold LLC | 272,905 | $334.3K | 0.04% | +46,350+20.5% | Added |
| CastleKnight Management LP | 284,000 | $347.9K | 0.06% | +284,000 | New |
| Bank of New York Mellon Corp | 314,063 | $384.7K | 0.00% | −1,947−0.6% | Reduced |
| Morgan Stanley | 326,853 | $400.4K | 0.00% | +170,670+109.3% | Added |
| Renaissance Technologies LLC | 370,400 | $454.0K | 0.00% | −121,400−24.7% | Reduced |
| Baillie Gifford & Co | 532,500 | $652.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 546,983 | $670.1K | 0.00% | +467,089+584.6% | Added |
| Nuveen Asset Management, LLC | 603,786 | $739.6K | 0.00% | +22,816+3.9% | Added |