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, Q3 2024
Institutional positions in Smartbird, Inc. as of Sep 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
- 50
- −59 vs. Q2 2024
- Shares held
- 1.37M
- −71.9K (−5.0%) vs. Q2 2024Converted for a 1-for-20 split
- Total value
- $16.2M
- +$1.72M (+11.9%) vs. Q2 2024
- New holders
- 3
- 8 more added
- Sold out
- 62
- 23 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 727,514 | $8.58M | 0.00% | +140,648+24.0% | AddedConverted for a 1-for-20 split |
| Vanguard Group Inc | 255,164 | $3.01M | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Millennium Management LLC | 70,685 | $834.1K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| BlackRock, Inc. | 62,505 | $737.6K | 0.00% | +62,505 | New |
| Geode Capital Management, LLC | 53,462 | $631.0K | 0.00% | +702+1.3% | AddedConverted for a 1-for-20 split |
| Snowden Capital Advisors LLC | 25,500 | $300.9K | 0.01% | +10,250+67.2% | AddedConverted for a 1-for-20 split |
| Two Sigma Investments, LP | 20,973 | $247.5K | 0.00% | −8,538−28.9% | ReducedConverted for a 1-for-20 split |
| Invesco Ltd. | 18,002 | $212.4K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| State Street Corp | 17,877 | $210.9K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| CastleKnight Management LP | 14,200 | $167.6K | 0.02% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Arnhold LLC | 13,645 | $161.0K | 0.02% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Susquehanna International Group, LLP | 12,176 | $143.7K | 0.00% | −18,592−60.4% | ReducedConverted for a 1-for-20 split |
| Jacobs Levy Equity Management, Inc | 11,730 | $138.4K | 0.00% | +11,730 | New |
| Coldstream Capital Management Inc | 11,259 | $132.6K | 0.00% | +70+0.6% | AddedConverted for a 1-for-20 split |
| Northern Trust Corp | 11,147 | $131.5K | 0.00% | −27,605−71.2% | ReducedConverted for a 1-for-20 split |
| Allworth Financial LP | 9,368 | $110.5K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Tower Research Capital LLC (TRC) | 6,824 | $80.5K | 0.00% | +5,007+275.5% | AddedConverted for a 1-for-20 split |
| Citadel Advisors LLC | 6,116 | $72.2K | 0.00% | −8,297−57.6% | ReducedConverted for a 1-for-20 split |
| Performa Ltd (US), LLC | 5,000 | $59.0K | 0.02% | +1,500+42.9% | AddedConverted for a 1-for-20 split |
| Royal Bank of Canada | 4,537 | $53.0K | 0.00% | +1,382+43.8% | AddedConverted for a 1-for-20 split |
| Morgan Stanley | 3,126 | $36.9K | 0.00% | −1,869−37.4% | ReducedConverted for a 1-for-20 split |
| Group One Trading, L.P. | 2,753 | $32.5K | 0.00% | −1,493−35.2% | ReducedConverted for a 1-for-20 split |
| JPMorgan Chase & Co | 2,313 | $27.3K | 0.00% | −2,349−50.4% | ReducedConverted for a 1-for-20 split |
| Catalyst Funds Management Pty Ltd | 1,240 | $14.6K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Parallel Advisors, LLC | 1,102 | $13.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Edmond de Rothschild Holding S.A. | 900 | $10.6K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Wells Fargo & Company | 175 | $2.06K | 0.00% | −150−46.2% | ReducedConverted for a 1-for-20 split |
| Rhumbline Advisers | 146 | $1.72K | 0.00% | −1,375−90.4% | ReducedConverted for a 1-for-20 split |
| Advisor Group Holdings, Inc. | 137 | $1.62K | 0.00% | −219−61.6% | ReducedConverted for a 1-for-20 split |
| UBS Group AG | 107 | $1.26K | 0.00% | −130−54.9% | ReducedConverted for a 1-for-20 split |
| BNP Paribas Arbitrage, SA | 90 | $1.06K | 0.00% | +90 | New |
| CWM, LLC | 75 | $1.00K | 0.00% | −3−4.0% | ReducedConverted for a 1-for-20 split |
| Carolinas Wealth Consulting LLC | 63 | $744 | 0.00% | −0−0.6% | ReducedConverted for a 1-for-20 split |
| Asset Dedication, LLC | 55 | $649 | 0.00% | −1−1.6% | ReducedConverted for a 1-for-20 split |
| Farmers & Merchants Investments Inc | 49 | $578 | 0.00% | −1−2.0% | ReducedConverted for a 1-for-20 split |
| Bank of America Corp | 43 | $507 | 0.00% | −4,615−99.1% | ReducedConverted for a 1-for-20 split |
| US Bancorp | 40 | $472 | 0.00% | −0−1.0% | ReducedConverted for a 1-for-20 split |
| Whittier Trust Co | 25 | $295 | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Rothschild Investment LLC | 20 | $236 | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $236 | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| IFP Advisors, Inc | 210 | $232 | 0.00% | +200+2,000.0% | AddedConverted for a 1-for-20 split |
| Investment Research & Advisory Group, Inc. | 15 | $177 | 0.00% | −0−1.3% | ReducedConverted for a 1-for-20 split |
| Steward Partners Investment Advisory, LLC | 15 | $177 | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Trust Co of Vermont | 10 | $118 | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Johnson Financial Group, Inc. | 8 | $95 | 0.00% | −1−8.6% | ReducedConverted for a 1-for-20 split |
| Farther Finance Advisors, LLC | 5 | $59 | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Citigroup Inc | 3 | $35 | 0.00% | −693−99.6% | ReducedConverted for a 1-for-20 split |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $35 | 0.00% | −1−14.3% | ReducedConverted for a 1-for-20 split |
| NBT Bank N A | 2 | $24 | 0.00% | −1−20.0% | ReducedConverted for a 1-for-20 split |
| Sunbelt Securities, Inc. | 1 | $12 | 0.00% | −0−4.8% | ReducedConverted for a 1-for-20 split |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −41,185−100.0% | Sold outConverted for a 1-for-20 split |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −39,632−100.0% | Sold outConverted for a 1-for-20 split |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,349−100.0% | Sold outConverted for a 1-for-20 split |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,642−100.0% | Sold outConverted for a 1-for-20 split |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −15,880−100.0% | Sold outConverted for a 1-for-20 split |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,628−100.0% | Sold outConverted for a 1-for-20 split |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,025−100.0% | Sold outConverted for a 1-for-20 split |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,485−100.0% | Sold outConverted for a 1-for-20 split |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −5,513−100.0% | Sold outConverted for a 1-for-20 split |
| HRT Financial LP | 0 | $0 | 0.00% | −4,350−100.0% | Sold outConverted for a 1-for-20 split |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −3,071−100.0% | Sold outConverted for a 1-for-20 split |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,846−100.0% | Sold outConverted for a 1-for-20 split |
| Mariner, LLC | 0 | $0 | 0.00% | −2,781−100.0% | Sold outConverted for a 1-for-20 split |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −2,441−100.0% | Sold outConverted for a 1-for-20 split |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,385−100.0% | Sold outConverted for a 1-for-20 split |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold outConverted for a 1-for-20 split |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,163−100.0% | Sold outConverted for a 1-for-20 split |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −2,029−100.0% | Sold outConverted for a 1-for-20 split |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold outConverted for a 1-for-20 split |
| Barclays PLC | 0 | $0 | 0.00% | −1,694−100.0% | Sold outConverted for a 1-for-20 split |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold outConverted for a 1-for-20 split |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −1,636−100.0% | Sold outConverted for a 1-for-20 split |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −1,629−100.0% | Sold outConverted for a 1-for-20 split |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,501−100.0% | Sold outConverted for a 1-for-20 split |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,385−100.0% | Sold outConverted for a 1-for-20 split |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −1,364−100.0% | Sold outConverted for a 1-for-20 split |
| Ethic Inc. | 0 | $0 | 0.00% | −1,356−100.0% | Sold outConverted for a 1-for-20 split |
| Prentiss Smith & Co Inc | 0 | $0 | 0.00% | −1,258−100.0% | Sold outConverted for a 1-for-20 split |
| Conway Capital Management, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold outConverted for a 1-for-20 split |
| SEI Investments Co | 0 | $0 | 0.00% | −1,141−100.0% | Sold outConverted for a 1-for-20 split |
| Optas, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold outConverted for a 1-for-20 split |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold outConverted for a 1-for-20 split |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −976−100.0% | Sold outConverted for a 1-for-20 split |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −953−100.0% | Sold outConverted for a 1-for-20 split |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −934−100.0% | Sold outConverted for a 1-for-20 split |
| Jump Financial, LLC | 0 | $0 | 0.00% | −916−100.0% | Sold outConverted for a 1-for-20 split |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −810−100.0% | Sold outConverted for a 1-for-20 split |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −823−100.0% | Sold outConverted for a 1-for-20 split |
| LPL Financial LLC | 0 | $0 | 0.00% | −753−100.0% | Sold outConverted for a 1-for-20 split |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −745−100.0% | Sold outConverted for a 1-for-20 split |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −685−100.0% | Sold outConverted for a 1-for-20 split |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −677−100.0% | Sold outConverted for a 1-for-20 split |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold outConverted for a 1-for-20 split |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −648−100.0% | Sold outConverted for a 1-for-20 split |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −643−100.0% | Sold outConverted for a 1-for-20 split |
| Cerity Partners LLC | 0 | $0 | 0.00% | −589−100.0% | Sold outConverted for a 1-for-20 split |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold outConverted for a 1-for-20 split |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −547−100.0% | Sold outConverted for a 1-for-20 split |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −532−100.0% | Sold outConverted for a 1-for-20 split |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −501−100.0% | Sold outConverted for a 1-for-20 split |