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 |
|---|---|---|---|---|---|
| CWM, LLC | 75 | $0 | 0.00% | −10−11.8% | Reduced |
| Vermillion Wealth Management, Inc. | 1 | $6 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 6 | $11 | 0.00% | +4+200.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $17 | 0.00% | 00.0% | Unchanged |
| 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 |
| Trust Co of Vermont | 10 | $57 | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 10 | $57 | 0.00% | +10 | New |
| Steward Partners Investment Advisory, LLC | 19 | $108 | 0.00% | −15−44.1% | Reduced |
| Rothschild Investment LLC | 20 | $113 | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 27 | $153 | 0.00% | +27 | New |
| US Bancorp | 40 | $227 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 44 | $249 | 0.00% | −48−52.2% | Reduced |
| Wells Fargo & Company | 75 | $425 | 0.00% | −105−58.3% | Reduced |
| Advisor Group Holdings, Inc. | 108 | $638 | 0.00% | −1,500−93.3% | Reduced |
| Rhumbline Advisers | 146 | $827 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 361 | $2.05K | 0.00% | +261+261.0% | Added |
| Future Financial Wealth Managment LLC | 500 | $2.83K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 552 | $3.13K | 0.00% | −261−32.1% | Reduced |
| Parallel Advisors, LLC | 1,105 | $6.26K | 0.00% | +3+0.3% | Added |
| JPMorgan Chase & Co | 1,406 | $7.97K | 0.00% | +10+0.7% | Added |
| Royal Bank of Canada | 2,755 | $16.0K | 0.00% | −33−1.2% | Reduced |
| SBI Securities Co., Ltd. | 3,294 | $18.7K | 0.00% | +2,551+343.3% | Added |
| BNP Paribas Arbitrage, SA | 3,358 | $19.0K | 0.00% | +3,262+3,397.9% | Added |
| Rockefeller Capital Management L.P. | 4,153 | $23.5K | 0.00% | +4,153 | New |
| Morgan Stanley | 4,323 | $24.5K | 0.00% | −495−10.3% | Reduced |
| Finley Financial, LLC | 5,000 | $28.4K | 0.01% | +5,000 | New |
| UBS Group AG | 8,374 | $47.5K | 0.00% | +2,775+49.6% | Added |
| Gsa Capital Partners LLP | 10,064 | $57.0K | 0.00% | −18,530−64.8% | Reduced |
| Susquehanna International Group, LLP | 10,457 | $59.3K | 0.00% | +10,457 | New |
| Coldstream Capital Management Inc | 10,749 | $60.9K | 0.00% | −10.0% | Reduced |
| Northern Trust Corp | 11,147 | $63.2K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 13,070 | $74.1K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 13,100 | $74.3K | 0.02% | +3,550+37.2% | Added |
| PDT Partners, LLC | 15,344 | $87.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 19,714 | $111.8K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 23,831 | $135.1K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 27,292 | $154.7K | 0.00% | +13,703+100.8% | Added |
| Geode Capital Management, LLC | 56,099 | $318.2K | 0.00% | +515+0.9% | Added |
| Spark Investment Management LLC | 57,634 | $326.8K | 0.82% | 00.0% | Unchanged |
| BlackRock, Inc. | 74,886 | $424.6K | 0.00% | −382−0.5% | Reduced |
| Vanguard Group Inc | 243,983 | $1.38M | 0.00% | +11,459+4.9% | Added |
| FMR LLC | 824,864 | $4.68M | 0.00% | +10.0% | Added |
| 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 |