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, Q2 2024
Institutional positions in Smartbird, Inc. as of Jun 30, 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
- 111
- +12 vs. Q1 2024
- Shares held
- 30.1M
- −7.29M (−19.5%) vs. Q1 2024
- Total value
- $15.1M
- −$10.9M (−41.9%) vs. Q1 2024
- New holders
- 29
- 17 more added
- Sold out
- 17
- 32 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 11,737,319 | $5.87M | 0.00% | +1,811,995+18.3% | Added |
| Vanguard Group Inc | 5,107,160 | $2.55M | 0.00% | −492,799−8.8% | Reduced |
| Millennium Management LLC | 1,415,215 | $707.6K | 0.00% | +1,415,215 | New |
| BlackRock Inc. | 1,253,459 | $626.7K | 0.00% | −5,081,720−80.2% | Reduced |
| Geode Capital Management, LLC | 1,055,198 | $527.7K | 0.00% | −1,112,442−51.3% | Reduced |
| Two Sigma Advisers, LP | 823,700 | $411.9K | 0.00% | −89,900−9.8% | Reduced |
| Goldman Sachs Group Inc | 792,640 | $396.3K | 0.00% | +596,890+304.9% | Added |
| Northern Trust Corp | 775,033 | $387.5K | 0.00% | −38,295−4.7% | Reduced |
| Susquehanna International Group, LLP | 615,350 | $307.7K | 0.00% | +509,615+482.0% | Added |
| Two Sigma Investments, LP | 590,210 | $295.1K | 0.00% | −121,650−17.1% | Reduced |
| Jane Street Group, LLC | 406,981 | $203.5K | 0.00% | +365,968+892.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 372,849 | $186.4K | 0.01% | +372,849 | New |
| Invesco Ltd. | 358,428 | $179.2K | 0.00% | −26,211−6.8% | Reduced |
| State Street Corp | 357,545 | $178.8K | 0.00% | −1,413,428−79.8% | Reduced |
| Renaissance Technologies LLC | 317,600 | $158.8K | 0.00% | −89,700−22.0% | Reduced |
| Snowden Capital Advisors LLC | 305,003 | $152.5K | 0.00% | +305,003 | New |
| Citadel Advisors LLC | 288,251 | $144.1K | 0.00% | +255,290+774.5% | Added |
| CastleKnight Management LP | 284,000 | $142.0K | 0.02% | 00.0% | Unchanged |
| Arnhold LLC | 272,905 | $136.5K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 272,557 | $136.3K | 0.00% | +272,557 | New |
| Allworth Financial LP | 187,362 | $122.2K | 0.00% | +542+0.3% | Added |
| Coldstream Capital Management Inc | 223,788 | $111.9K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 200,500 | $100.3K | 0.00% | +200,500 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 129,694 | $64.8K | 0.01% | +129,694 | New |
| CI Private Wealth, LLC | 110,265 | $55.1K | 0.00% | −50.0% | Reduced |
| Morgan Stanley | 99,905 | $50.0K | 0.00% | −91,958−47.9% | Reduced |
| JPMorgan Chase & Co | 93,249 | $46.6K | 0.00% | −36,633−28.2% | Reduced |
| Bank of America Corp | 93,168 | $46.6K | 0.00% | +43,284+86.8% | Added |
| HRT Financial LP | 86,992 | $43.0K | 0.00% | +86,992 | New |
| Group One Trading, L.P. | 84,928 | $42.5K | 0.00% | −12,700−13.0% | Reduced |
| Performa Ltd (US), LLC | 70,000 | $35.0K | 0.01% | +16,500+30.8% | Added |
| Royal Bank of Canada | 63,099 | $31.0K | 0.00% | +10,886+20.8% | Added |
| Alliancebernstein L.P. | 61,423 | $30.7K | 0.00% | −3,200−5.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 56,921 | $28.5K | 0.00% | −150,147−72.5% | Reduced |
| Mariner, LLC | 55,617 | $27.8K | 0.00% | −90,434−61.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 48,810 | $24.4K | 0.00% | +48,810 | New |
| Schonfeld Strategic Advisors LLC | 47,700 | $23.9K | 0.00% | +47,700 | New |
| Wolverine Trading, LLC | 45,631 | $22.8K | 0.00% | +20,362+80.6% | Added |
| Simplex Trading, LLC | 43,258 | $21.0K | 0.00% | −2,982−6.4% | Reduced |
| Commonwealth Equity Services, LLC | 40,588 | $20.0K | 0.00% | +2,476+6.5% | Added |
| Tower Research Capital LLC (TRC) | 36,343 | $18.2K | 0.00% | +21,455+144.1% | Added |
| Integrated Wealth Concepts LLC | 34,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 33,889 | $16.9K | 0.00% | −34,180−50.2% | Reduced |
| Lake Street Advisors Group, LLC | 33,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 32,716 | $16.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 32,573 | $16.3K | 0.00% | +32,573 | New |
| Rhumbline Advisers | 30,419 | $15.2K | 0.00% | −117,288−79.4% | Reduced |
| Point72 (DIFC) Ltd | 30,017 | $15.0K | 0.00% | +30,017 | New |
| Paloma Partners Management Co | 27,708 | $13.9K | 0.00% | +27,708 | New |
| Neuberger Berman Group LLC | 27,271 | $13.6K | 0.00% | +27,271 | New |
| Ethic Inc. | 27,123 | $13.6K | 0.00% | +27,123 | New |
| Prentiss Smith & Co Inc | 25,151 | $12.6K | 0.01% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 25,000 | $12.5K | 0.01% | +25,000 | New |
| Catalyst Funds Management Pty Ltd | 24,800 | $12.4K | 0.00% | +24,800 | New |
| SEI Investments Co | 22,816 | $11.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22,043 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 22,004 | $11.0K | 0.00% | +22,004 | New |
| Cubist Systematic Strategies, LLC | 21,843 | $10.9K | 0.00% | +21,843 | New |
| Baron Wealth Management LLC | 19,520 | $9.76K | 0.01% | +270+1.4% | Added |
| AQR Capital Management LLC | 19,061 | $9.53K | 0.00% | +19,061 | New |
| Verition Fund Management LLC | 18,670 | $9.34K | 0.00% | +18,670 | New |
| Jump Financial, LLC | 18,312 | $9.16K | 0.00% | +18,312 | New |
| Edmond de Rothschild Holding S.A. | 18,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 16,206 | $8.10K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 16,459 | $8.00K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 15,066 | $7.53K | 0.00% | +482+3.3% | Added |
| Resources Investment Advisors, LLC. | 14,901 | $7.45K | 0.00% | +14,901 | New |
| Citigroup Inc | 13,927 | $6.96K | 0.00% | −4,431−24.1% | Reduced |
| Voya Investment Management LLC | 13,696 | $6.85K | 0.00% | −29,450−68.3% | Reduced |
| Bank of New York Mellon Corp | 13,532 | $6.77K | 0.00% | −263,708−95.1% | Reduced |
| Sanctuary Advisors, LLC | 10,953 | $6.71K | 0.00% | +10,953 | New |
| ProShare Advisors LLC | 12,968 | $6.49K | 0.00% | −4,427−25.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,860 | $6.43K | 0.00% | −5,700−30.7% | Reduced |
| Cerity Partners LLC | 11,777 | $5.89K | 0.00% | −150−1.3% | Reduced |
| ICONIQ Capital, LLC | 11,500 | $5.75K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,939 | $5.63K | 0.00% | −182−1.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 10,644 | $5.32K | 0.00% | +10,644 | New |
| Empower Advisory Group, LLC | 10,016 | $5.01K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,000 | $5.00K | 0.00% | −10,315−50.8% | Reduced |
| Advisor Group Holdings, Inc. | 7,129 | $3.56K | 0.00% | +2,441+52.1% | Added |
| Wells Fargo & Company | 6,500 | $3.25K | 0.00% | −34,819−84.3% | Reduced |
| Macquarie Group Ltd | 4,961 | $2.48K | 0.00% | +4,961 | New |
| UBS Group AG | 4,742 | $2.37K | 0.00% | −94,503−95.2% | Reduced |
| CWM, LLC | 1,562 | $1.00K | 0.00% | +40+2.6% | Added |
| Carolinas Wealth Consulting LLC | 1,268 | $634 | 0.00% | +1+0.1% | Added |
| Asset Dedication, LLC | 1,118 | $559 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,000 | $500 | 0.00% | +1,000 | New |
| Westside Investment Management, Inc. | 925 | $463 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 808 | $404 | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 776 | $388 | 0.00% | −35,300−97.8% | Reduced |
| Whittier Trust Co | 500 | $250 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $200 | 0.00% | −14−3.4% | Reduced |
| Rothschild Investment LLC | 400 | $200 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 304 | $152 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $150 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $100 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $100 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 175 | $88 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $50 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $50 | 0.00% | +100 | New |