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 |
|---|---|---|---|---|---|
| Eukles Asset Management | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $2 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10 | $5 | 0.00% | +10 | New |
| AllSquare Wealth Management LLC | 11 | $6 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14 | $7 | 0.00% | −71−83.5% | Reduced |
| Sunbelt Securities, Inc. | 21 | $10 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $25 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $25 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 50 | $25 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $35 | 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 |
| Johnson Financial Group, Inc. | 175 | $88 | 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 |
| Steward Partners Investment Advisory, LLC | 300 | $150 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 304 | $152 | 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 |
| Whittier Trust Co | 500 | $250 | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 776 | $388 | 0.00% | −35,300−97.8% | Reduced |
| US Bancorp | 808 | $404 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 925 | $463 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,000 | $500 | 0.00% | +1,000 | New |
| Asset Dedication, LLC | 1,118 | $559 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,268 | $634 | 0.00% | +1+0.1% | Added |
| CWM, LLC | 1,562 | $1.00K | 0.00% | +40+2.6% | Added |
| UBS Group AG | 4,742 | $2.37K | 0.00% | −94,503−95.2% | Reduced |
| Macquarie Group Ltd | 4,961 | $2.48K | 0.00% | +4,961 | New |
| Wells Fargo & Company | 6,500 | $3.25K | 0.00% | −34,819−84.3% | Reduced |
| Advisor Group Holdings, Inc. | 7,129 | $3.56K | 0.00% | +2,441+52.1% | Added |
| GWM Advisors LLC | 10,000 | $5.00K | 0.00% | −10,315−50.8% | Reduced |
| Empower Advisory Group, LLC | 10,016 | $5.01K | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 10,644 | $5.32K | 0.00% | +10,644 | New |
| HSBC Holdings PLC | 10,939 | $5.63K | 0.00% | −182−1.6% | Reduced |
| ICONIQ Capital, LLC | 11,500 | $5.75K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,777 | $5.89K | 0.00% | −150−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,860 | $6.43K | 0.00% | −5,700−30.7% | Reduced |
| ProShare Advisors LLC | 12,968 | $6.49K | 0.00% | −4,427−25.4% | Reduced |
| Sanctuary Advisors, LLC | 10,953 | $6.71K | 0.00% | +10,953 | New |
| Bank of New York Mellon Corp | 13,532 | $6.77K | 0.00% | −263,708−95.1% | Reduced |
| Voya Investment Management LLC | 13,696 | $6.85K | 0.00% | −29,450−68.3% | Reduced |
| Citigroup Inc | 13,927 | $6.96K | 0.00% | −4,431−24.1% | Reduced |
| Resources Investment Advisors, LLC. | 14,901 | $7.45K | 0.00% | +14,901 | New |
| LPL Financial LLC | 15,066 | $7.53K | 0.00% | +482+3.3% | Added |
| Heritage Investors Management Corp | 16,459 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 16,206 | $8.10K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 18,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 18,312 | $9.16K | 0.00% | +18,312 | New |
| Verition Fund Management LLC | 18,670 | $9.34K | 0.00% | +18,670 | New |
| AQR Capital Management LLC | 19,061 | $9.53K | 0.00% | +19,061 | New |
| Baron Wealth Management LLC | 19,520 | $9.76K | 0.01% | +270+1.4% | Added |
| Cubist Systematic Strategies, LLC | 21,843 | $10.9K | 0.00% | +21,843 | New |
| Optas, LLC | 22,004 | $11.0K | 0.00% | +22,004 | New |
| Parallel Advisors, LLC | 22,043 | $11.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 22,816 | $11.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 24,800 | $12.4K | 0.00% | +24,800 | New |
| Conway Capital Management, Inc. | 25,000 | $12.5K | 0.01% | +25,000 | New |
| Prentiss Smith & Co Inc | 25,151 | $12.6K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 27,123 | $13.6K | 0.00% | +27,123 | New |
| Neuberger Berman Group LLC | 27,271 | $13.6K | 0.00% | +27,271 | New |
| Paloma Partners Management Co | 27,708 | $13.9K | 0.00% | +27,708 | New |
| Point72 (DIFC) Ltd | 30,017 | $15.0K | 0.00% | +30,017 | New |
| Rhumbline Advisers | 30,419 | $15.2K | 0.00% | −117,288−79.4% | Reduced |
| Russell Investments Group, Ltd. | 32,573 | $16.3K | 0.00% | +32,573 | New |
| Avantax Advisory Services, Inc. | 32,716 | $16.4K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 33,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 33,889 | $16.9K | 0.00% | −34,180−50.2% | Reduced |
| Integrated Wealth Concepts LLC | 34,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 36,343 | $18.2K | 0.00% | +21,455+144.1% | Added |
| Commonwealth Equity Services, LLC | 40,588 | $20.0K | 0.00% | +2,476+6.5% | Added |
| Simplex Trading, LLC | 43,258 | $21.0K | 0.00% | −2,982−6.4% | Reduced |
| Wolverine Trading, LLC | 45,631 | $22.8K | 0.00% | +20,362+80.6% | Added |
| Schonfeld Strategic Advisors LLC | 47,700 | $23.9K | 0.00% | +47,700 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 48,810 | $24.4K | 0.00% | +48,810 | New |
| Mariner, LLC | 55,617 | $27.8K | 0.00% | −90,434−61.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 56,921 | $28.5K | 0.00% | −150,147−72.5% | Reduced |
| Alliancebernstein L.P. | 61,423 | $30.7K | 0.00% | −3,200−5.0% | Reduced |
| Royal Bank of Canada | 63,099 | $31.0K | 0.00% | +10,886+20.8% | Added |
| Performa Ltd (US), LLC | 70,000 | $35.0K | 0.01% | +16,500+30.8% | Added |
| Group One Trading, L.P. | 84,928 | $42.5K | 0.00% | −12,700−13.0% | Reduced |
| HRT Financial LP | 86,992 | $43.0K | 0.00% | +86,992 | New |
| Bank of America Corp | 93,168 | $46.6K | 0.00% | +43,284+86.8% | Added |
| JPMorgan Chase & Co | 93,249 | $46.6K | 0.00% | −36,633−28.2% | Reduced |
| Morgan Stanley | 99,905 | $50.0K | 0.00% | −91,958−47.9% | Reduced |
| CI Private Wealth, LLC | 110,265 | $55.1K | 0.00% | −50.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 129,694 | $64.8K | 0.01% | +129,694 | New |
| Centiva Capital, LP | 200,500 | $100.3K | 0.00% | +200,500 | New |
| Coldstream Capital Management Inc | 223,788 | $111.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 187,362 | $122.2K | 0.00% | +542+0.3% | Added |
| Qube Research & Technologies Ltd | 272,557 | $136.3K | 0.00% | +272,557 | New |
| Arnhold LLC | 272,905 | $136.5K | 0.01% | 00.0% | Unchanged |
| CastleKnight Management LP | 284,000 | $142.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 288,251 | $144.1K | 0.00% | +255,290+774.5% | Added |
| Snowden Capital Advisors LLC | 305,003 | $152.5K | 0.00% | +305,003 | New |
| Renaissance Technologies LLC | 317,600 | $158.8K | 0.00% | −89,700−22.0% | Reduced |
| State Street Corp | 357,545 | $178.8K | 0.00% | −1,413,428−79.8% | Reduced |
| Invesco Ltd. | 358,428 | $179.2K | 0.00% | −26,211−6.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 372,849 | $186.4K | 0.01% | +372,849 | New |
| Jane Street Group, LLC | 406,981 | $203.5K | 0.00% | +365,968+892.3% | Added |