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 |
|---|---|---|---|---|---|
| CWM, LLC | 75 | $0 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $6 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $13 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $19 | 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 |
| Trust Co of Vermont | 10 | $64 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $64 | 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 |
| Rothschild Investment LLC | 20 | $129 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 27 | $143 | 0.00% | −9,341−99.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 34 | $219 | 0.00% | +19+126.7% | Added |
| US Bancorp | 40 | $258 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 63 | $406 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $489 | 0.00% | +76 | New |
| Bank of America Corp | 89 | $573 | 0.00% | +44+97.8% | Added |
| BNP Paribas Arbitrage, SA | 94 | $605 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 125 | $805 | 0.00% | +125 | New |
| Rhumbline Advisers | 146 | $940 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 280 | $1.80K | 0.00% | +105+60.0% | Added |
| SBI Securities Co., Ltd. | 724 | $4.66K | 0.00% | +48+7.1% | Added |
| Parallel Advisors, LLC | 1,102 | $7.10K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,238 | $7.97K | 0.00% | −915−42.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,598 | $10.3K | 0.00% | +1,490+1,379.6% | Added |
| Royal Bank of Canada | 2,765 | $18.0K | 0.00% | −1,752−38.8% | Reduced |
| JPMorgan Chase & Co | 3,746 | $24.1K | 0.00% | −2,486−39.9% | Reduced |
| Morgan Stanley | 5,609 | $36.1K | 0.00% | +1,267+29.2% | Added |
| UBS Group AG | 10,025 | $64.6K | 0.00% | −5,670−36.1% | Reduced |
| Performa Ltd (US), LLC | 10,100 | $65.0K | 0.02% | +1,900+23.2% | Added |
| Coldstream Capital Management Inc | 10,688 | $68.8K | 0.00% | −623−5.5% | Reduced |
| Northern Trust Corp | 11,147 | $71.8K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 11,799 | $76.0K | 0.01% | +11,799 | New |
| Arnhold LLC | 13,070 | $84.2K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 13,315 | $85.7K | 0.00% | −4,567−25.5% | Reduced |
| Susquehanna International Group, LLP | 13,786 | $88.8K | 0.00% | +13,786 | New |
| State Street Corp | 19,714 | $127.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 23,831 | $153.5K | 0.00% | +23,831 | New |
| Millennium Management LLC | 40,714 | $262.2K | 0.00% | −23,011−36.1% | Reduced |
| Geode Capital Management, LLC | 54,553 | $351.4K | 0.00% | +617+1.1% | Added |
| Spark Investment Management LLC | 57,634 | $371.2K | 1.26% | +57,634 | New |
| BlackRock, Inc. | 62,757 | $404.2K | 0.00% | +252+0.4% | Added |
| Gsa Capital Partners LLP | 63,386 | $408.0K | 0.04% | +22,642+55.6% | Added |
| Vanguard Group Inc | 232,524 | $1.50M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 727,445 | $4.68M | 0.00% | −60.0% | Reduced |
| 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 |