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 |
|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 1 | $7 | 0.00% | +1 | New |
| Point72 (DIFC) Ltd | 1 | $7 | 0.00% | +1 | New |
| Evermay Wealth Management LLC | 2 | $14 | 0.00% | +2 | New |
| Citigroup Inc | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $35 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 9 | $63 | 0.00% | +9 | New |
| 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 |
| Steward Partners Investment Advisory, LLC | 15 | $105 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 15 | $105 | 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 |
| Whittier Trust Co | 25 | $174 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 40 | $279 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 45 | $313 | 0.00% | +2+4.7% | Added |
| Farmers & Merchants Investments Inc | 49 | $342 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 63 | $440 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 94 | $655 | 0.00% | +4+4.4% | Added |
| Advisor Group Holdings, Inc. | 108 | $750 | 0.00% | −29−21.2% | Reduced |
| CWM, LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 146 | $1.02K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 175 | $1.22K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 332 | $2.31K | 0.00% | +332 | New |
| SBI Securities Co., Ltd. | 676 | $4.71K | 0.00% | +676 | New |
| Edmond de Rothschild Holding S.A. | 900 | $6.27K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,102 | $7.68K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,150 | $8.02K | 0.00% | −5,674−83.1% | Reduced |
| Group One Trading, L.P. | 2,153 | $15.0K | 0.00% | −600−21.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,429 | $23.9K | 0.01% | +3,429 | New |
| Morgan Stanley | 4,342 | $30.3K | 0.00% | +1,216+38.9% | Added |
| Royal Bank of Canada | 4,517 | $31.0K | 0.00% | −20−0.4% | Reduced |
| JPMorgan Chase & Co | 6,232 | $43.4K | 0.00% | +3,919+169.4% | Added |
| Performa Ltd (US), LLC | 8,200 | $57.2K | 0.02% | +3,200+64.0% | Added |
| Allworth Financial LP | 9,368 | $61.1K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,000 | $69.7K | 0.00% | +10,000 | New |
| Goldman Sachs Group Inc | 11,028 | $76.9K | 0.00% | +11,028 | New |
| Northern Trust Corp | 11,147 | $77.7K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,311 | $78.8K | 0.00% | +52+0.5% | Added |
| Arnhold LLC | 13,070 | $91.1K | 0.01% | −575−4.2% | Reduced |
| Jane Street Group, LLC | 14,892 | $103.8K | 0.00% | +14,892 | New |
| UBS Group AG | 15,695 | $109.4K | 0.00% | +15,588+14,568.2% | Added |
| Two Sigma Investments, LP | 15,881 | $110.7K | 0.00% | −5,092−24.3% | Reduced |
| Invesco Ltd. | 17,882 | $124.6K | 0.00% | −120−0.7% | Reduced |
| State Street Corp | 19,714 | $137.4K | 0.00% | +1,837+10.3% | Added |
| Gsa Capital Partners LLP | 40,744 | $284.0K | 0.02% | +40,744 | New |
| Jacobs Levy Equity Management, Inc | 42,521 | $296.4K | 0.00% | +30,791+262.5% | Added |
| Geode Capital Management, LLC | 53,936 | $376.0K | 0.00% | +474+0.9% | Added |
| BlackRock, Inc. | 62,505 | $435.7K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 63,725 | $444.2K | 0.00% | −6,960−9.8% | Reduced |
| Vanguard Group Inc | 232,524 | $1.62M | 0.00% | −22,640−8.9% | Reduced |
| FMR LLC | 727,451 | $5.07M | 0.00% | −630.0% | Reduced |
| 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 |