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, Q1 2025
Institutional positions in Smartbird, Inc. as of Mar 31, 2025. 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
- 45
- −8 vs. Q4 2024
- Shares held
- 1.39M
- −13.0K (−0.9%) vs. Q4 2024
- Total value
- $8.98M
- −$825.7K (−8.4%) vs. Q4 2024
- New holders
- 9
- 10 more added
- Sold out
- 17
- 9 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 727,445 | $4.68M | 0.00% | −60.0% | Reduced |
| Vanguard Group Inc | 232,524 | $1.50M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 63,386 | $408.0K | 0.04% | +22,642+55.6% | Added |
| BlackRock, Inc. | 62,757 | $404.2K | 0.00% | +252+0.4% | Added |
| Spark Investment Management LLC | 57,634 | $371.2K | 1.26% | +57,634 | New |
| Geode Capital Management, LLC | 54,553 | $351.4K | 0.00% | +617+1.1% | Added |
| Millennium Management LLC | 40,714 | $262.2K | 0.00% | −23,011−36.1% | Reduced |
| Bridgeway Capital Management, LLC | 23,831 | $153.5K | 0.00% | +23,831 | New |
| State Street Corp | 19,714 | $127.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,786 | $88.8K | 0.00% | +13,786 | New |
| Invesco Ltd. | 13,315 | $85.7K | 0.00% | −4,567−25.5% | Reduced |
| Arnhold LLC | 13,070 | $84.2K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 11,799 | $76.0K | 0.01% | +11,799 | New |
| Northern Trust Corp | 11,147 | $71.8K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,688 | $68.8K | 0.00% | −623−5.5% | Reduced |
| Performa Ltd (US), LLC | 10,100 | $65.0K | 0.02% | +1,900+23.2% | Added |
| UBS Group AG | 10,025 | $64.6K | 0.00% | −5,670−36.1% | Reduced |
| Morgan Stanley | 5,609 | $36.1K | 0.00% | +1,267+29.2% | Added |
| JPMorgan Chase & Co | 3,746 | $24.1K | 0.00% | −2,486−39.9% | Reduced |
| Royal Bank of Canada | 2,765 | $18.0K | 0.00% | −1,752−38.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,598 | $10.3K | 0.00% | +1,490+1,379.6% | Added |
| Group One Trading, L.P. | 1,238 | $7.97K | 0.00% | −915−42.5% | Reduced |
| Parallel Advisors, LLC | 1,102 | $7.10K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 724 | $4.66K | 0.00% | +48+7.1% | Added |
| Wells Fargo & Company | 280 | $1.80K | 0.00% | +105+60.0% | Added |
| Rhumbline Advisers | 146 | $940 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 125 | $805 | 0.00% | +125 | New |
| BNP Paribas Arbitrage, SA | 94 | $605 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 89 | $573 | 0.00% | +44+97.8% | Added |
| Rise Advisors, LLC | 76 | $489 | 0.00% | +76 | New |
| Carolinas Wealth Consulting LLC | 63 | $406 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 40 | $258 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 34 | $219 | 0.00% | +19+126.7% | Added |
| Allworth Financial LP | 27 | $143 | 0.00% | −9,341−99.7% | Reduced |
| Rothschild Investment LLC | 20 | $129 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 15 | $97 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 15 | $97 | 0.00% | +15 | New |
| Trust Co of Vermont | 10 | $64 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $64 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $32 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 5 | $32 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $19 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $13 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 1 | $6 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 75 | $0 | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −42,521−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −15,881−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,892−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,028−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Alexis Investment Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |