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, Q1 2024
Institutional positions in Smartbird, Inc. as of Mar 31, 2024. 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
- 99
- −10 vs. Q4 2023
- Shares held
- 37.4M
- −2.26M (−5.7%) vs. Q4 2023
- Total value
- $26.0M
- −$22.6M (−46.6%) vs. Q4 2023
- New holders
- 8
- 23 more added
- Sold out
- 18
- 27 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,925,324 | $6.89M | 0.00% | −1,5720.0% | Reduced |
| BlackRock Inc. | 6,335,179 | $4.40M | 0.00% | −268,219−4.1% | Reduced |
| Vanguard Group Inc | 5,599,959 | $3.89M | 0.00% | −15,688−0.3% | Reduced |
| Oasis Management Co Ltd. | 2,505,530 | $1.74M | 0.62% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,167,640 | $1.50M | 0.00% | +53,533+2.5% | Added |
| State Street Corp | 1,770,973 | $1.23M | 0.00% | +20,825+1.2% | Added |
| Two Sigma Advisers, LP | 913,600 | $634.1K | 0.00% | −142,700−13.5% | Reduced |
| Northern Trust Corp | 813,328 | $564.5K | 0.00% | +3,290+0.4% | Added |
| Two Sigma Investments, LP | 711,860 | $494.1K | 0.00% | −368,592−34.1% | Reduced |
| Nuveen Asset Management, LLC | 603,786 | $419.1K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 561,100 | $389.5K | 0.01% | −125,000−18.2% | Reduced |
| Baillie Gifford & Co | 532,500 | $369.6K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 407,300 | $283.0K | 0.00% | +36,900+10.0% | Added |
| Invesco Ltd. | 384,639 | $267.0K | 0.00% | +221,366+135.6% | Added |
| CastleKnight Management LP | 284,000 | $197.1K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 277,240 | $192.4K | 0.00% | −36,823−11.7% | Reduced |
| Arnhold LLC | 272,905 | $189.4K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 230,876 | $160.3K | 0.00% | −39,597−14.6% | Reduced |
| Coldstream Capital Management Inc | 223,788 | $155.3K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 207,068 | $143.7K | 0.00% | +26,478+14.7% | Added |
| Goldman Sachs Group Inc | 195,750 | $135.9K | 0.00% | −18,405−8.6% | Reduced |
| Morgan Stanley | 191,863 | $133.2K | 0.00% | −134,990−41.3% | Reduced |
| Allworth Financial LP | 186,820 | $129.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 147,707 | $102.5K | 0.00% | +3,721+2.6% | Added |
| Mariner, LLC | 146,051 | $101.4K | 0.00% | +146,051 | New |
| JPMorgan Chase & Co | 129,882 | $90.2K | 0.00% | +6,982+5.7% | Added |
| CI Private Wealth, LLC | 110,270 | $76.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 105,735 | $73.4K | 0.00% | −107,088−50.3% | Reduced |
| UBS Group AG | 99,245 | $68.9K | 0.00% | −6,567−6.2% | Reduced |
| Group One Trading, L.P. | 97,628 | $67.8K | 0.00% | −1,151−1.2% | Reduced |
| Barclays PLC | 68,069 | $47.2K | 0.00% | −64,979−48.8% | Reduced |
| DC Investments Management, LLC | 64,673 | $44.9K | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 64,623 | $44.9K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 53,500 | $37.1K | 0.02% | +19,500+57.4% | Added |
| Royal Bank of Canada | 52,213 | $37.0K | 0.00% | +20,572+65.0% | Added |
| Bank of America Corp | 49,884 | $34.6K | 0.00% | −75,495−60.2% | Reduced |
| American International Group, Inc. | 47,716 | $33.1K | 0.00% | −410−0.9% | Reduced |
| Simplex Trading, LLC | 46,240 | $32.0K | 0.00% | +32,439+235.0% | Added |
| SG Americas Securities, LLC | 44,690 | $31.0K | 0.00% | −7,310−14.1% | Reduced |
| Voya Investment Management LLC | 43,146 | $29.9K | 0.00% | −2,208−4.9% | Reduced |
| Wells Fargo & Company | 41,319 | $28.7K | 0.00% | +5,890+16.6% | Added |
| Jane Street Group, LLC | 41,013 | $28.5K | 0.00% | −121,644−74.8% | Reduced |
| Commonwealth Equity Services, LLC | 38,112 | $26.0K | 0.00% | +8,738+29.7% | Added |
| New York State Common Retirement Fund | 36,076 | $25.0K | 0.00% | 00.0% | Unchanged |
| Aspiriant, LLC | 34,142 | $23.7K | 0.00% | −6,594−16.2% | Reduced |
| Integrated Wealth Concepts LLC | 34,000 | $23.6K | 0.00% | +3,000+9.7% | Added |
| Lake Street Advisors Group, LLC | 33,000 | $22.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 32,961 | $22.9K | 0.00% | −514,022−94.0% | Reduced |
| Avantax Advisory Services, Inc. | 32,716 | $22.7K | 0.00% | +32,716 | New |
| Price T Rowe Associates Inc | 25,986 | $19.0K | 0.00% | +5,396+26.2% | Added |
| Wolverine Trading, LLC | 25,269 | $17.5K | 0.00% | +5,157+25.6% | Added |
| Prentiss Smith & Co Inc | 25,151 | $17.5K | 0.01% | +25,151 | New |
| SEI Investments Co | 22,816 | $15.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22,043 | $15.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,315 | $14.1K | 0.00% | +20,315 | New |
| Baron Wealth Management LLC | 19,250 | $13.4K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 18,560 | $12.9K | 0.00% | −1,910−9.3% | Reduced |
| Citigroup Inc | 18,358 | $12.7K | 0.00% | +4,338+30.9% | Added |
| Edmond de Rothschild Holding S.A. | 18,000 | $12.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,395 | $12.1K | 0.00% | +1,372+8.6% | Added |
| Dimensional Fund Advisors LP | 16,206 | $11.2K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 16,459 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,888 | $10.3K | 0.00% | +4,598+44.7% | Added |
| LPL Financial LLC | 14,584 | $10.1K | 0.00% | +75+0.5% | Added |
| Cerity Partners LLC | 11,927 | $8.28K | 0.00% | +150+1.3% | Added |
| ICONIQ Capital, LLC | 11,500 | $7.93K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,121 | $7.72K | 0.00% | +11,121 | New |
| Cedar Brook Financial Partners, LLC | 10,644 | $7.39K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 10,016 | $6.95K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 9,733 | $6.76K | 0.00% | −6,204−38.9% | Reduced |
| Legal & General Group Plc | 9,189 | $6.38K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,078 | $4.91K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,688 | $3.25K | 0.00% | −1,499−24.2% | Reduced |
| Amalgamated Bank | 3,275 | $2.00K | 0.00% | −4,158−55.9% | Reduced |
| CWM, LLC | 1,522 | $1.00K | 0.00% | +22+1.5% | Added |
| Asset Dedication, LLC | 1,118 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,267 | $879 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $642 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $561 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 750 | $521 | 0.00% | −250−25.0% | Reduced |
| Whittier Trust Co | 500 | $345 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 414 | $287 | 0.00% | +14+3.5% | Added |
| Rothschild Investment LLC | 400 | $278 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 304 | $211 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $208 | 0.00% | −1,500−83.3% | Reduced |
| IFP Advisors, Inc | 200 | $139 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $139 | 0.00% | +200 | New |
| Johnson Financial Group, Inc. | 175 | $122 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $70 | 0.00% | +100 | New |
| Nisa Investment Advisors, LLC | 85 | $59 | 0.00% | +85 | New |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $49 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $35 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $35 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $35 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $15 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 11 | $8 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $2 | 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 |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −613,003−100.0% | Sold out |