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 |
|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $32 | 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 |
| Trust Co of Vermont | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $213 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 25 | $266 | 0.00% | +25 | New |
| Steward Partners Investment Advisory, LLC | 34 | $361 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 40 | $425 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 41 | $443 | 0.00% | +41 | New |
| Bank of America Corp | 92 | $978 | 0.00% | +3+3.4% | Added |
| CWM, LLC | 85 | $1.00K | 0.00% | +10+13.3% | Added |
| BNP Paribas Arbitrage, SA | 96 | $1.02K | 0.00% | +2+2.1% | Added |
| Tower Research Capital LLC (TRC) | 100 | $1.06K | 0.00% | +100 | New |
| Rhumbline Advisers | 146 | $1.55K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 180 | $1.91K | 0.00% | −100−35.7% | Reduced |
| Raymond James Financial Inc | 239 | $2.54K | 0.00% | +239 | New |
| Future Financial Wealth Managment LLC | 500 | $5.32K | 0.00% | +500 | New |
| SBI Securities Co., Ltd. | 743 | $7.90K | 0.00% | +19+2.6% | Added |
| Group One Trading, L.P. | 813 | $8.64K | 0.00% | −425−34.3% | Reduced |
| Parallel Advisors, LLC | 1,102 | $11.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,396 | $14.8K | 0.00% | −2,350−62.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,608 | $17.1K | 0.00% | +10+0.6% | Added |
| Royal Bank of Canada | 2,788 | $29.0K | 0.00% | +23+0.8% | Added |
| Morgan Stanley | 4,818 | $51.2K | 0.00% | −791−14.1% | Reduced |
| UBS Group AG | 5,599 | $59.5K | 0.00% | −4,426−44.1% | Reduced |
| Performa Ltd (US), LLC | 9,550 | $101.5K | 0.03% | −550−5.4% | Reduced |
| Coldstream Capital Management Inc | 10,750 | $114.3K | 0.00% | +62+0.6% | Added |
| Northern Trust Corp | 11,147 | $118.5K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 13,070 | $138.9K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,589 | $144.5K | 0.00% | +13,589 | New |
| PDT Partners, LLC | 15,344 | $163.1K | 0.01% | +3,545+30.0% | Added |
| State Street Corp | 19,714 | $209.6K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 23,831 | $253.3K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 26,985 | $286.9K | 0.00% | −13,729−33.7% | Reduced |
| Gsa Capital Partners LLP | 28,594 | $304.0K | 0.02% | −34,792−54.9% | Reduced |
| Geode Capital Management, LLC | 55,584 | $591.0K | 0.00% | +1,031+1.9% | Added |
| Spark Investment Management LLC | 57,634 | $612.6K | 1.68% | 00.0% | Unchanged |
| BlackRock, Inc. | 75,268 | $800.1K | 0.00% | +12,511+19.9% | Added |
| Vanguard Group Inc | 232,524 | $2.47M | 0.00% | 00.0% | Unchanged |
| Tenzing Global Management, LLC | 353,919 | $3.76M | 2.53% | +353,919 | New |
| FMR LLC | 824,863 | $8.77M | 0.00% | +97,418+13.4% | Added |
| 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 |