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, Q2 2025
Institutional positions in Smartbird, Inc. as of Jun 30, 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
- 43
- −2 vs. Q1 2025
- Shares held
- 1.79M
- +398.5K (+28.6%) vs. Q1 2025
- Total value
- $19.1M
- +$10.1M (+112.2%) vs. Q1 2025
- New holders
- 7
- 11 more added
- Sold out
- 9
- 8 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 824,863 | $8.77M | 0.00% | +97,418+13.4% | Added |
| Tenzing Global Management, LLC | 353,919 | $3.76M | 2.53% | +353,919 | New |
| Vanguard Group Inc | 232,524 | $2.47M | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 75,268 | $800.1K | 0.00% | +12,511+19.9% | Added |
| Spark Investment Management LLC | 57,634 | $612.6K | 1.68% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 55,584 | $591.0K | 0.00% | +1,031+1.9% | Added |
| Gsa Capital Partners LLP | 28,594 | $304.0K | 0.02% | −34,792−54.9% | Reduced |
| Millennium Management LLC | 26,985 | $286.9K | 0.00% | −13,729−33.7% | Reduced |
| Bridgeway Capital Management, LLC | 23,831 | $253.3K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 19,714 | $209.6K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 15,344 | $163.1K | 0.01% | +3,545+30.0% | Added |
| Goldman Sachs Group Inc | 13,589 | $144.5K | 0.00% | +13,589 | New |
| Arnhold LLC | 13,070 | $138.9K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 11,147 | $118.5K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,750 | $114.3K | 0.00% | +62+0.6% | Added |
| Performa Ltd (US), LLC | 9,550 | $101.5K | 0.03% | −550−5.4% | Reduced |
| UBS Group AG | 5,599 | $59.5K | 0.00% | −4,426−44.1% | Reduced |
| Morgan Stanley | 4,818 | $51.2K | 0.00% | −791−14.1% | Reduced |
| Royal Bank of Canada | 2,788 | $29.0K | 0.00% | +23+0.8% | Added |
| Advisor Group Holdings, Inc. | 1,608 | $17.1K | 0.00% | +10+0.6% | Added |
| JPMorgan Chase & Co | 1,396 | $14.8K | 0.00% | −2,350−62.7% | Reduced |
| Parallel Advisors, LLC | 1,102 | $11.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 813 | $8.64K | 0.00% | −425−34.3% | Reduced |
| SBI Securities Co., Ltd. | 743 | $7.90K | 0.00% | +19+2.6% | Added |
| Future Financial Wealth Managment LLC | 500 | $5.32K | 0.00% | +500 | New |
| Raymond James Financial Inc | 239 | $2.54K | 0.00% | +239 | New |
| Wells Fargo & Company | 180 | $1.91K | 0.00% | −100−35.7% | Reduced |
| Rhumbline Advisers | 146 | $1.55K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 100 | $1.06K | 0.00% | +100 | New |
| BNP Paribas Arbitrage, SA | 96 | $1.02K | 0.00% | +2+2.1% | Added |
| CWM, LLC | 85 | $1.00K | 0.00% | +10+13.3% | Added |
| Bank of America Corp | 92 | $978 | 0.00% | +3+3.4% | Added |
| National Bank of Canada | 41 | $443 | 0.00% | +41 | New |
| US Bancorp | 40 | $425 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 34 | $361 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 25 | $266 | 0.00% | +25 | New |
| Rothschild Investment LLC | 20 | $213 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $53 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 5 | $53 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $32 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,786−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −13,315−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Investment Research & Advisory Group, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |