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, Q1 2026
Institutional positions in Smartbird, Inc. as of Mar 31, 2026. 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
- 38
- +1 vs. Q4 2025
- Shares held
- 1.44M
- +196.8K (+15.9%) vs. Q4 2025
- Total value
- $4.32M
- −$759.2K (−14.9%) vs. Q4 2025
- New holders
- 9
- 8 more added
- Sold out
- 8
- 5 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $3 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $6 | 0.00% | −2−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3 | $9 | 0.00% | +3 | New |
| JPMorgan Chase & Co | 4 | $12 | 0.00% | −11−73.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 4 | $12 | 0.00% | +4 | New |
| Millstone Evans Group, LLC | 5 | $15 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $60 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20 | $64 | 0.00% | +20 | New |
| US Bancorp | 40 | $120 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 41 | $123 | 0.00% | +41 | New |
| Wells Fargo & Company | 75 | $226 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 75 | $226 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 108 | $324 | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 146 | $439 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 299 | $900 | 0.00% | −253−45.8% | Reduced |
| Parallel Advisors, LLC | 1,103 | $3.32K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,780 | $5.36K | 0.00% | +1,780 | New |
| Royal Bank of Canada | 2,723 | $8.00K | 0.00% | +109+4.2% | Added |
| SBI Securities Co., Ltd. | 3,292 | $9.91K | 0.00% | +36+1.1% | Added |
| Morgan Stanley | 3,467 | $10.4K | 0.00% | −2,428−41.2% | Reduced |
| BNP Paribas Arbitrage, SA | 3,959 | $11.9K | 0.00% | +10.0% | Added |
| Rockefeller Capital Management L.P. | 4,039 | $12.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,212 | $18.7K | 0.00% | −1,391−18.3% | Reduced |
| Finley Financial, LLC | 10,000 | $30.1K | 0.01% | +10,000 | New |
| Trellis Wealth Advisors LLC | 10,687 | $32.2K | 0.01% | +10,687 | New |
| Coldstream Capital Management Inc | 11,188 | $33.7K | 0.00% | +501+4.7% | Added |
| Arnhold LLC | 13,070 | $39.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 15,152 | $45.6K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 19,714 | $59.3K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 25,000 | $75.3K | 0.02% | +6,650+36.2% | Added |
| Vanguard Fiduciary Trust Co | 28,500 | $85.8K | 0.00% | +28,500 | New |
| Bridgeway Capital Management, LLC | 42,120 | $126.8K | 0.00% | +7,189+20.6% | Added |
| Spark Investment Management LLC | 57,634 | $173.5K | 0.42% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 67,794 | $204.1K | 0.00% | +11,143+19.7% | Added |
| BlackRock, Inc. | 74,977 | $225.7K | 0.00% | +759+1.0% | Added |
| Vanguard Capital Management LLC | 208,419 | $627.3K | 0.00% | +208,419 | New |
| FMR LLC | 824,863 | $2.48M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −38,834−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −20,496−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,263−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,309−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Alexis Investment Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |