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 2026
Institutional positions in Smartbird, Inc. as of Jun 30, 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
- 43
- +6 vs. Q1 2026
- Shares held
- 1.50M
- +58.8K (+4.1%) vs. Q1 2026
- Total value
- $5.99M
- +$1.66M (+38.5%) vs. Q1 2026
- New holders
- 16
- 8 more added
- Sold out
- 10
- 10 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Smartbird, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1 | $4 | 0.00% | −1,102−99.9% | Reduced |
| Gilpin Wealth Management, LLC | 1 | $4 | 0.00% | +1 | New |
| NBT Bank N A | 2 | $8 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 5 | $20 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $24 | 0.00% | +6 | New |
| Strive Financial Group ,LLC | 7 | $28 | 0.00% | +7 | New |
| Trust Co of Vermont | 10 | $40 | 0.00% | +10 | New |
| Rothschild Investment LLC | 20 | $80 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20 | $88 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 25 | $100 | 0.00% | −16−39.0% | Reduced |
| Asset Dedication, LLC | 36 | $143 | 0.00% | +36 | New |
| Wells Fargo & Company | 75 | $300 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 94 | $376 | 0.00% | −3,865−97.6% | Reduced |
| EverSource Wealth Advisors, LLC | 100 | $400 | 0.00% | +100 | New |
| Group One Trading, L.P. | 199 | $796 | 0.00% | −100−33.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 441 | $1.76K | 0.00% | +441 | New |
| Royal Bank of Canada | 488 | $2.00K | 0.00% | −2,235−82.1% | Reduced |
| Advisor Group Holdings, Inc. | 578 | $2.31K | 0.00% | +470+435.2% | Added |
| Farther Finance Advisors, LLC | 1,008 | $4.03K | 0.00% | +1,008 | New |
| Tower Research Capital LLC (TRC) | 1,709 | $6.84K | 0.00% | +1,706+56,866.7% | Added |
| Vanguard Global Advisers, LLC | 1,780 | $7.12K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 2,048 | $8.19K | 0.00% | −1,419−40.9% | Reduced |
| Spire Wealth Management | 3,000 | $12.0K | 0.00% | +3,000 | New |
| SBI Securities Co., Ltd. | 3,704 | $14.8K | 0.00% | +412+12.5% | Added |
| Rockefeller Capital Management L.P. | 4,039 | $16.2K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 10,000 | $40.0K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 15,147 | $60.6K | 0.00% | −50.0% | Reduced |
| Virtu Financial LLC | 17,562 | $70.0K | 0.00% | +17,562 | New |
| Engineers Gate Manager LP | 18,228 | $72.9K | 0.00% | +18,228 | New |
| State Street Corp | 19,714 | $78.9K | 0.00% | 00.0% | Unchanged |
| Aspiriant, LLC | 20,853 | $83.4K | 0.00% | +20,853 | New |
| Jane Street Group, LLC | 24,585 | $98.3K | 0.00% | +24,585 | New |
| JPMorgan Chase & Co | 24,151 | $103.6K | 0.00% | +24,147+603,675.0% | Added |
| Spark Investment Management LLC | 27,634 | $110.5K | 0.22% | −30,000−52.1% | Reduced |
| UBS Group AG | 27,849 | $111.4K | 0.00% | +21,637+348.3% | Added |
| HRT Financial LP | 40,322 | $161.0K | 0.00% | +40,322 | New |
| Vanguard Fiduciary Trust Co | 42,391 | $169.6K | 0.00% | +13,891+48.7% | Added |
| Cygnus Capital Advisors, LLC | 46,499 | $186.0K | 0.13% | +46,499 | New |
| Geode Capital Management, LLC | 61,165 | $244.7K | 0.00% | −6,629−9.8% | Reduced |
| Anson Funds Management LP | 64,304 | $257.2K | 0.02% | +64,304 | New |
| BlackRock, Inc. | 80,861 | $323.4K | 0.00% | +5,884+7.8% | Added |
| Vanguard Capital Management LLC | 214,233 | $856.9K | 0.00% | +5,814+2.8% | Added |
| FMR LLC | 720,365 | $2.88M | 0.00% | −104,498−12.7% | Reduced |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −42,120−100.0% | Sold out |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −13,070−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −11,188−100.0% | Sold out |
| Trellis Wealth Advisors LLC | 0 | $0 | 0.00% | −10,687−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |