HolderBook

SMARTBIRD INC (BIRD)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

43
Reporting holders
$5.9M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
FMR LLC$2.9M720,3650.00%8q-12.7%-$418.0K
VANGUARD CAPITAL MANAGEMENT LLC$856.9K214,2330.00%2q+2.8%+$23.3K
BlackRock, Inc.$323.4K80,8610.00%8q+7.8%+$23.5K
Anson Funds Management LP$257.2K64,3040.02%newNEW
GEODE CAPITAL MANAGEMENT, LLC$244.7K61,1650.00%8q-9.8%-$26.5K
VANGUARD FIDUCIARY TRUST CO$169.6K42,3910.00%2q+48.7%+$55.6K
HRT FINANCIAL LP$161.0K40,3220.00%newNEW
STATE STREET CORP$157.7K39,4280.00%8q+100.0%+$78.9K
UBS Group AG$111.4K27,8490.00%8q+348.3%+$86.5K
Spark Investment Management LLC$110.5K27,6340.22%6q-52.1%-$120.0K
JPMORGAN CHASE & CO$103.6K24,1510.00%8q+603675.0%+$103.6K
JANE STREET GROUP, LLC$98.3K24,5850.00%newNEW
ASPIRIANT, LLC$83.4K20,8530.00%newNEW
Engineers Gate Manager LP$72.9K18,2280.00%newNEW
Virtu Financial LLC$70.0K17,5620.00%newNEW
NORTHERN TRUST CORP$60.6K15,1470.00%8qHELD
Finley Financial, LLC$40.0K10,0000.02%2qHELD
Rockefeller Capital Management L.P.$16.2K4,0390.00%4qHELD
SBI Securities Co., Ltd.$14.8K3,7040.00%7q+12.5%+$1.6K
Spire Wealth Management$12.0K3,0000.00%newNEW
MORGAN STANLEY$8.2K2,0480.00%8q-40.9%-$5.7K
Vanguard Global Advisers, LLC$7.1K1,7800.00%2qHELD
Tower Research Capital LLC (TRC)$6.8K1,7090.00%2q+56866.7%+$6.8K
Farther Finance Advisors, LLC$4.0K1,0080.00%newNEW
OSAIC HOLDINGS, INC.$2.3K5780.00%8q+435.2%+$1.9K
ROYAL BANK OF CANADA$2.0K4880.00%8q-82.0%-$9.1K
Caitong International Asset Management Co., Ltd$1.8K4410.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$1.5K3850.00%newNEW
GROUP ONE TRADING LLC$7961990.00%8q-33.4%
EverSource Wealth Advisors, LLC$4001000.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$376940.00%8q-97.6%-$15.5K
WELLS FARGO & COMPANY/MN$300750.00%8q-50.0%
Cygnus Capital Advisors, LLC$18646,499?0.13%new
Asset Dedication, LLC$143360.00%newNEW
NATIONAL BANK OF CANADA /FI/$100250.00%2q-39.0%
JONES FINANCIAL COMPANIES LLLP$88200.00%2qHELD
ROTHSCHILD INVESTMENT LLC$80200.00%8qHELD
Strive Financial Group ,LLC$56140.00%newNEW
TRUST CO OF VERMONT$40100.00%7qHELD
HARBOUR INVESTMENTS, INC.$2460.00%newNEW
Millstone Evans Group, LLC$2050.00%6qHELD
NBT BANK, N.A.$820.00%newNEW
Parallel Advisors, LLC$410.00%8q-99.9%-$4.4K
GILPIN WEALTH MANAGEMENT, LLC$410.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613G/AFMR LLCwith 1 co-filers11.5%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-25Carlsten Nadia CatherineChief Executive OfficerSold117,459$494.6K
2026-09-18BOYCE RICHARD WDirectorSold48,277$111.5K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202643$5.9M1,468,866169100.0%
Q1 202637$4.3M1,436,6007840.0%
Q4 202537$6.1M1,480,3103890.0%
Q3 202543$8.2M1,449,3348890.0%
Q2 202541$19.0M1,786,07581070.0%
Q1 202541$8.9M1,384,2108880.0%
Q4 202453$10.0M1,399,1299892.4%
Q3 202448$16.8M1,367,50747013.8%
Q2 20243$19.1K24,80010035.2%
Q1 20242$57.8K0000100.0%
Q4 20232$74.4K0000100.0%
Q3 20232$86.2K0100100.0%
Q2 20232$157.3K0000100.0%
Q1 20232$29.9K0000100.0%
Q4 20223$226.6K0000100.0%
Q3 20223$759.0K0000100.0%
Q2 20223$1.4M0200100.0%
Q1 20223$2.3M0000100.0%
Q4 20213$5.5M0400100.0%