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 |
|---|---|---|---|---|---|
| Laidlaw Wealth Management LLC | 613,003 | $750.9K | 0.27% | +613,003 | New |
| Bridgeway Capital Management, LLC | 686,100 | $840.5K | 0.02% | +411,100+149.5% | Added |
| Northern Trust Corp | 810,038 | $992.3K | 0.00% | +56,818+7.5% | Added |
| Two Sigma Advisers, LP | 1,056,300 | $1.29M | 0.00% | −282,166−21.1% | Reduced |
| Two Sigma Investments, LP | 1,080,452 | $1.32M | 0.00% | −253,455−19.0% | Reduced |
| State Street Corp | 1,750,148 | $2.14M | 0.00% | +67,710+4.0% | Added |
| Geode Capital Management, LLC | 2,114,107 | $2.59M | 0.00% | +110,678+5.5% | Added |
| Oasis Management Co Ltd. | 2,505,530 | $3.07M | 1.04% | −40,230−1.6% | Reduced |
| Vanguard Group Inc | 5,615,647 | $6.88M | 0.00% | +93,081+1.7% | Added |
| BlackRock Inc. | 6,603,398 | $8.09M | 0.00% | +420,112+6.8% | Added |
| FMR LLC | 9,926,896 | $12.2M | 0.00% | +99,720+1.0% | Added |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −229,919−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Fountainhead AM, LLC | 0 | $0 | 0.00% | −82,028−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −57,063−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −56,147−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −44,243−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −43,423−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −40,344−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −35,930−100.0% | Sold out |
| Afg Fiduciary Services Limited Partnership | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −30,600−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −24,672−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,065−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −15,645−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −14,267−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,375−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,197−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,922−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bull Oak Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |