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, Q4 2025
Institutional positions in Smartbird, Inc. as of Dec 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
- 39
- −6 vs. Q3 2025
- Shares held
- 1.48M
- +32.4K (+2.2%) vs. Q3 2025
- Total value
- $6.07M
- −$2.14M (−26.1%) vs. Q3 2025
- New holders
- 3
- 8 more added
- Sold out
- 9
- 12 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 75 | $0 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $4 | 0.00% | +1 | New |
| NBT Bank N A | 4 | $8 | 0.00% | −2−33.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 5 | $20 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 5 | $21 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 10 | $41 | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 10 | $41 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15 | $62 | 0.00% | −1,391−98.9% | Reduced |
| Rothschild Investment LLC | 20 | $82 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 40 | $164 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 50 | $205 | 0.00% | +6+13.6% | Added |
| Wells Fargo & Company | 75 | $308 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 108 | $441 | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 146 | $598 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 552 | $2.26K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,103 | $4.52K | 0.00% | −2−0.2% | Reduced |
| Royal Bank of Canada | 2,614 | $11.0K | 0.00% | −141−5.1% | Reduced |
| SBI Securities Co., Ltd. | 3,256 | $13.3K | 0.00% | −38−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 3,958 | $16.2K | 0.00% | +600+17.9% | Added |
| Rockefeller Capital Management L.P. | 4,039 | $16.6K | 0.00% | −114−2.7% | Reduced |
| Morgan Stanley | 5,895 | $24.2K | 0.00% | +1,572+36.4% | Added |
| UBS Group AG | 7,603 | $31.2K | 0.00% | −771−9.2% | Reduced |
| Coldstream Capital Management Inc | 10,687 | $43.8K | 0.00% | −62−0.6% | Reduced |
| Susquehanna International Group, LLP | 12,309 | $50.5K | 0.00% | +1,852+17.7% | Added |
| Arnhold LLC | 13,070 | $53.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,263 | $54.4K | 0.00% | +13,263 | New |
| Northern Trust Corp | 15,152 | $62.1K | 0.00% | +4,005+35.9% | Added |
| Performa Ltd (US), LLC | 18,350 | $75.2K | 0.02% | +5,250+40.1% | Added |
| State Street Corp | 19,714 | $80.8K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 20,496 | $84.0K | 0.00% | −6,796−24.9% | Reduced |
| Bridgeway Capital Management, LLC | 34,931 | $143.2K | 0.00% | +11,100+46.6% | Added |
| Citadel Advisors LLC | 38,834 | $159.2K | 0.00% | +38,834 | New |
| Geode Capital Management, LLC | 56,651 | $232.3K | 0.00% | +552+1.0% | Added |
| Spark Investment Management LLC | 57,634 | $236.3K | 0.59% | 00.0% | Unchanged |
| BlackRock, Inc. | 74,218 | $304.3K | 0.00% | −668−0.9% | Reduced |
| Vanguard Group Inc | 240,636 | $986.6K | 0.00% | −3,347−1.4% | Reduced |
| FMR LLC | 824,863 | $3.38M | 0.00% | −10.0% | Reduced |
| PDT Partners, LLC | 0 | $0 | 0.00% | −15,344−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,064−100.0% | Sold out |
| Finley Financial, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |