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, Q4 2024
Institutional positions in Smartbird, Inc. as of Dec 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
- 53
- +3 vs. Q3 2024
- Shares held
- 1.41M
- +36.9K (+2.7%) vs. Q3 2024
- Total value
- $9.81M
- −$6.36M (−39.4%) vs. Q3 2024
- New holders
- 12
- 10 more added
- Sold out
- 9
- 11 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 727,451 | $5.07M | 0.00% | −630.0% | Reduced |
| Vanguard Group Inc | 232,524 | $1.62M | 0.00% | −22,640−8.9% | Reduced |
| Millennium Management LLC | 63,725 | $444.2K | 0.00% | −6,960−9.8% | Reduced |
| BlackRock, Inc. | 62,505 | $435.7K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 53,936 | $376.0K | 0.00% | +474+0.9% | Added |
| Jacobs Levy Equity Management, Inc | 42,521 | $296.4K | 0.00% | +30,791+262.5% | Added |
| Gsa Capital Partners LLP | 40,744 | $284.0K | 0.02% | +40,744 | New |
| State Street Corp | 19,714 | $137.4K | 0.00% | +1,837+10.3% | Added |
| Invesco Ltd. | 17,882 | $124.6K | 0.00% | −120−0.7% | Reduced |
| Two Sigma Investments, LP | 15,881 | $110.7K | 0.00% | −5,092−24.3% | Reduced |
| UBS Group AG | 15,695 | $109.4K | 0.00% | +15,588+14,568.2% | Added |
| Jane Street Group, LLC | 14,892 | $103.8K | 0.00% | +14,892 | New |
| Arnhold LLC | 13,070 | $91.1K | 0.01% | −575−4.2% | Reduced |
| Coldstream Capital Management Inc | 11,311 | $78.8K | 0.00% | +52+0.5% | Added |
| Northern Trust Corp | 11,147 | $77.7K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,028 | $76.9K | 0.00% | +11,028 | New |
| Cubist Systematic Strategies, LLC | 10,000 | $69.7K | 0.00% | +10,000 | New |
| Allworth Financial LP | 9,368 | $61.1K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 8,200 | $57.2K | 0.02% | +3,200+64.0% | Added |
| JPMorgan Chase & Co | 6,232 | $43.4K | 0.00% | +3,919+169.4% | Added |
| Royal Bank of Canada | 4,517 | $31.0K | 0.00% | −20−0.4% | Reduced |
| Morgan Stanley | 4,342 | $30.3K | 0.00% | +1,216+38.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,429 | $23.9K | 0.01% | +3,429 | New |
| Group One Trading, L.P. | 2,153 | $15.0K | 0.00% | −600−21.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,150 | $8.02K | 0.00% | −5,674−83.1% | Reduced |
| Parallel Advisors, LLC | 1,102 | $7.68K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 900 | $6.27K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 676 | $4.71K | 0.00% | +676 | New |
| R Squared Ltd | 332 | $2.31K | 0.00% | +332 | New |
| Wells Fargo & Company | 175 | $1.22K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 146 | $1.02K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 108 | $750 | 0.00% | −29−21.2% | Reduced |
| BNP Paribas Arbitrage, SA | 94 | $655 | 0.00% | +4+4.4% | Added |
| Carolinas Wealth Consulting LLC | 63 | $440 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $342 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 45 | $313 | 0.00% | +2+4.7% | Added |
| US Bancorp | 40 | $279 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 25 | $174 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $139 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $139 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15 | $105 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 15 | $105 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $70 | 0.00% | −200−95.2% | Reduced |
| Trust Co of Vermont | 10 | $70 | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 10 | $70 | 0.00% | +10 | New |
| National Bank of Canada | 9 | $63 | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 5 | $35 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $14 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 1 | $7 | 0.00% | +1 | New |
| Point72 (DIFC) Ltd | 1 | $7 | 0.00% | +1 | New |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,176−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,116−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |