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, Q3 2025
Institutional positions in Smartbird, Inc. as of Sep 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
- 45
- +2 vs. Q2 2025
- Shares held
- 1.45M
- −344.8K (−19.2%) vs. Q2 2025
- Total value
- $8.21M
- −$10.8M (−56.9%) vs. Q2 2025
- New holders
- 7
- 12 more added
- Sold out
- 5
- 11 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 824,864 | $4.68M | 0.00% | +10.0% | Added |
| Vanguard Group Inc | 243,983 | $1.38M | 0.00% | +11,459+4.9% | Added |
| BlackRock, Inc. | 74,886 | $424.6K | 0.00% | −382−0.5% | Reduced |
| Spark Investment Management LLC | 57,634 | $326.8K | 0.82% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 56,099 | $318.2K | 0.00% | +515+0.9% | Added |
| Goldman Sachs Group Inc | 27,292 | $154.7K | 0.00% | +13,703+100.8% | Added |
| Bridgeway Capital Management, LLC | 23,831 | $135.1K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 19,714 | $111.8K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 15,344 | $87.0K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 13,100 | $74.3K | 0.02% | +3,550+37.2% | Added |
| Arnhold LLC | 13,070 | $74.1K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 11,147 | $63.2K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,749 | $60.9K | 0.00% | −10.0% | Reduced |
| Susquehanna International Group, LLP | 10,457 | $59.3K | 0.00% | +10,457 | New |
| Gsa Capital Partners LLP | 10,064 | $57.0K | 0.00% | −18,530−64.8% | Reduced |
| UBS Group AG | 8,374 | $47.5K | 0.00% | +2,775+49.6% | Added |
| Finley Financial, LLC | 5,000 | $28.4K | 0.01% | +5,000 | New |
| Morgan Stanley | 4,323 | $24.5K | 0.00% | −495−10.3% | Reduced |
| Rockefeller Capital Management L.P. | 4,153 | $23.5K | 0.00% | +4,153 | New |
| BNP Paribas Arbitrage, SA | 3,358 | $19.0K | 0.00% | +3,262+3,397.9% | Added |
| SBI Securities Co., Ltd. | 3,294 | $18.7K | 0.00% | +2,551+343.3% | Added |
| Royal Bank of Canada | 2,755 | $16.0K | 0.00% | −33−1.2% | Reduced |
| JPMorgan Chase & Co | 1,406 | $7.97K | 0.00% | +10+0.7% | Added |
| Parallel Advisors, LLC | 1,105 | $6.26K | 0.00% | +3+0.3% | Added |
| Group One Trading, L.P. | 552 | $3.13K | 0.00% | −261−32.1% | Reduced |
| Future Financial Wealth Managment LLC | 500 | $2.83K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 361 | $2.05K | 0.00% | +261+261.0% | Added |
| Rhumbline Advisers | 146 | $827 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 108 | $638 | 0.00% | −1,500−93.3% | Reduced |
| Wells Fargo & Company | 75 | $425 | 0.00% | −105−58.3% | Reduced |
| Bank of America Corp | 44 | $249 | 0.00% | −48−52.2% | Reduced |
| US Bancorp | 40 | $227 | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 27 | $153 | 0.00% | +27 | New |
| Rothschild Investment LLC | 20 | $113 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19 | $108 | 0.00% | −15−44.1% | Reduced |
| Trust Co of Vermont | 10 | $57 | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 10 | $57 | 0.00% | +10 | New |
| Farther Finance Advisors, LLC | 5 | $28 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 5 | $28 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $28 | 0.00% | +5 | New |
| Turning Point Benefit Group, Inc. | 5 | $28 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $17 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 6 | $11 | 0.00% | +4+200.0% | Added |
| Vermillion Wealth Management, Inc. | 1 | $6 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 75 | $0 | 0.00% | −10−11.8% | Reduced |
| Tenzing Global Management, LLC | 0 | $0 | 0.00% | −353,919−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,985−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |