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 |
|---|---|---|---|---|---|
| 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 | $2 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 11 | $8 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $15 | 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 |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $49 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 85 | $59 | 0.00% | +85 | New |
| FinTrust Capital Advisors, LLC | 100 | $70 | 0.00% | +100 | New |
| Johnson Financial Group, Inc. | 175 | $122 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $139 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $139 | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 300 | $208 | 0.00% | −1,500−83.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 304 | $211 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 400 | $278 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 414 | $287 | 0.00% | +14+3.5% | Added |
| Whittier Trust Co | 500 | $345 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 750 | $521 | 0.00% | −250−25.0% | Reduced |
| US Bancorp | 808 | $561 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $642 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,267 | $879 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,522 | $1.00K | 0.00% | +22+1.5% | Added |
| Asset Dedication, LLC | 1,118 | $1.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,275 | $2.00K | 0.00% | −4,158−55.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,688 | $3.25K | 0.00% | −1,499−24.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,078 | $4.91K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,189 | $6.38K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 9,733 | $6.76K | 0.00% | −6,204−38.9% | Reduced |
| Empower Advisory Group, LLC | 10,016 | $6.95K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 10,644 | $7.39K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,121 | $7.72K | 0.00% | +11,121 | New |
| ICONIQ Capital, LLC | 11,500 | $7.93K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,927 | $8.28K | 0.00% | +150+1.3% | Added |
| LPL Financial LLC | 14,584 | $10.1K | 0.00% | +75+0.5% | Added |
| Tower Research Capital LLC (TRC) | 14,888 | $10.3K | 0.00% | +4,598+44.7% | Added |
| Heritage Investors Management Corp | 16,459 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 16,206 | $11.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,395 | $12.1K | 0.00% | +1,372+8.6% | Added |
| Edmond de Rothschild Holding S.A. | 18,000 | $12.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 18,358 | $12.7K | 0.00% | +4,338+30.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18,560 | $12.9K | 0.00% | −1,910−9.3% | Reduced |
| Baron Wealth Management LLC | 19,250 | $13.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,315 | $14.1K | 0.00% | +20,315 | New |
| Parallel Advisors, LLC | 22,043 | $15.3K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 22,816 | $15.8K | 0.00% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 25,151 | $17.5K | 0.01% | +25,151 | New |
| Wolverine Trading, LLC | 25,269 | $17.5K | 0.00% | +5,157+25.6% | Added |
| Price T Rowe Associates Inc | 25,986 | $19.0K | 0.00% | +5,396+26.2% | Added |
| Avantax Advisory Services, Inc. | 32,716 | $22.7K | 0.00% | +32,716 | New |
| Citadel Advisors LLC | 32,961 | $22.9K | 0.00% | −514,022−94.0% | Reduced |
| Lake Street Advisors Group, LLC | 33,000 | $22.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 34,000 | $23.6K | 0.00% | +3,000+9.7% | Added |
| Aspiriant, LLC | 34,142 | $23.7K | 0.00% | −6,594−16.2% | Reduced |
| New York State Common Retirement Fund | 36,076 | $25.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 38,112 | $26.0K | 0.00% | +8,738+29.7% | Added |
| Jane Street Group, LLC | 41,013 | $28.5K | 0.00% | −121,644−74.8% | Reduced |
| Wells Fargo & Company | 41,319 | $28.7K | 0.00% | +5,890+16.6% | Added |
| Voya Investment Management LLC | 43,146 | $29.9K | 0.00% | −2,208−4.9% | Reduced |
| SG Americas Securities, LLC | 44,690 | $31.0K | 0.00% | −7,310−14.1% | Reduced |
| Simplex Trading, LLC | 46,240 | $32.0K | 0.00% | +32,439+235.0% | Added |
| American International Group, Inc. | 47,716 | $33.1K | 0.00% | −410−0.9% | Reduced |
| Bank of America Corp | 49,884 | $34.6K | 0.00% | −75,495−60.2% | Reduced |
| Royal Bank of Canada | 52,213 | $37.0K | 0.00% | +20,572+65.0% | Added |
| Performa Ltd (US), LLC | 53,500 | $37.1K | 0.02% | +19,500+57.4% | Added |
| Alliancebernstein L.P. | 64,623 | $44.9K | 0.00% | 00.0% | Unchanged |
| DC Investments Management, LLC | 64,673 | $44.9K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 68,069 | $47.2K | 0.00% | −64,979−48.8% | Reduced |
| Group One Trading, L.P. | 97,628 | $67.8K | 0.00% | −1,151−1.2% | Reduced |
| UBS Group AG | 99,245 | $68.9K | 0.00% | −6,567−6.2% | Reduced |
| Susquehanna International Group, LLP | 105,735 | $73.4K | 0.00% | −107,088−50.3% | Reduced |
| CI Private Wealth, LLC | 110,270 | $76.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 129,882 | $90.2K | 0.00% | +6,982+5.7% | Added |
| Mariner, LLC | 146,051 | $101.4K | 0.00% | +146,051 | New |
| Rhumbline Advisers | 147,707 | $102.5K | 0.00% | +3,721+2.6% | Added |
| Allworth Financial LP | 186,820 | $129.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 191,863 | $133.2K | 0.00% | −134,990−41.3% | Reduced |
| Goldman Sachs Group Inc | 195,750 | $135.9K | 0.00% | −18,405−8.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 207,068 | $143.7K | 0.00% | +26,478+14.7% | Added |
| Coldstream Capital Management Inc | 223,788 | $155.3K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 230,876 | $160.3K | 0.00% | −39,597−14.6% | Reduced |
| Arnhold LLC | 272,905 | $189.4K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 277,240 | $192.4K | 0.00% | −36,823−11.7% | Reduced |
| CastleKnight Management LP | 284,000 | $197.1K | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 384,639 | $267.0K | 0.00% | +221,366+135.6% | Added |
| Renaissance Technologies LLC | 407,300 | $283.0K | 0.00% | +36,900+10.0% | Added |
| Baillie Gifford & Co | 532,500 | $369.6K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 561,100 | $389.5K | 0.01% | −125,000−18.2% | Reduced |
| Nuveen Asset Management, LLC | 603,786 | $419.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 711,860 | $494.1K | 0.00% | −368,592−34.1% | Reduced |
| Northern Trust Corp | 813,328 | $564.5K | 0.00% | +3,290+0.4% | Added |
| Two Sigma Advisers, LP | 913,600 | $634.1K | 0.00% | −142,700−13.5% | Reduced |
| State Street Corp | 1,770,973 | $1.23M | 0.00% | +20,825+1.2% | Added |
| Geode Capital Management, LLC | 2,167,640 | $1.50M | 0.00% | +53,533+2.5% | Added |
| Oasis Management Co Ltd. | 2,505,530 | $1.74M | 0.62% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,599,959 | $3.89M | 0.00% | −15,688−0.3% | Reduced |
| BlackRock Inc. | 6,335,179 | $4.40M | 0.00% | −268,219−4.1% | Reduced |
| FMR LLC | 9,925,324 | $6.89M | 0.00% | −1,5720.0% | Reduced |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −613,003−100.0% | Sold out |