Smartbird BIRD Institutional Ownership

NASDAQ BIRD

$2.61 +0.27 (+11.54%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

44 Institutions

Increased 26 59.1%

Unchanged 8 18.2%

Reduced 10 22.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

16.32%

▼-0.12 pp QoQ

Shares Held by Institutions

1.50Mn

of 9.16Mn outstanding

▲+12.10% QoQ

Shares Outstanding

9.16Mn

7.67Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+161.44K

accumulated since last quarter

Value of Holdings

$3.50Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Smartbird, Inc. (NASDAQ:BIRD) is held by 44 institutional investors per 13F filings through June 2026.

These investors collectively held 16.3% of Smartbird's outstanding shares in June 2026, down from 16.4% in March 2026.
Their total shares held in BIRD increased 12.1% quarter over quarter, and separately, investors owning Smartbird increased 2.33% from a year ago.
Activity in BIRD broke down as 26 buyers, 10 sellers, and 8 unchanged among 44 total holders.
Altogether, these fund groups held 1.5Mn shares in BIRD by June 2026, up by 161.44K shares quarter on quarter, and down 292.4K shares year over year.
FMR LLC leads ownership in BIRD with 720.36K shares as of June 30, 2026, equal to 7.86% of outstanding shares.
Leading buyers of Smartbird shares for the quarter ending June 2026 were Anson Funds Management LP (64.3K), Cygnus Capital Advisors, LLC (46.5K), HRT FINANCIAL LP (40.32K), JANE STREET GROUP, LLC (24.58K), Jpmorgan Chase & Co (24.15K).
The biggest sellers of Smartbird for the quarter ending June 2026 included FMR LLC (104.5K), Spark Investment Management LLC (30.0K), GEODE CAPITAL MANAGEMENT, LLC (6.63K), BNP PARIBAS FINANCIAL MARKETS (3.86K), Royal Bank Of Canada (2.24K).
Per Business Quant data, the top 10 holders of Smartbird for the quarter ending June 2026 are FMR LLC (720.36K), VANGUARD CAPITAL MANAGEMENT LLC (214.23K), BlackRock, Inc. (80.86K), Anson Funds Management LP (64.3K), GEODE CAPITAL MANAGEMENT, LLC (61.16K), Cygnus Capital Advisors, LLC (46.5K), VANGUARD FIDUCIARY TRUST CO (42.39K), HRT FINANCIAL LP (40.32K), UBS Group AG (27.85K), Spark Investment Management LLC (27.63K).

Form 13F Holdings

44 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.50Mn

Of outstanding 16.32%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	720,365	7.86%	▼104,498	-12.67%	$2.88Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	214,233	2.34%	▲5,814	+2.79%	$856.93K
3	BlackRock, Inc.	0002012383	80,861	0.88%	▲5,884	+7.85%	$323.44K
4	Anson Funds Management LP	0001491072	64,304	0.70%	▲64,304	0.00%	$257.22K
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	61,165	0.67%	▼6,629	-9.78%	$244.72K
6	Cygnus Capital Advisors, LLC	0002114319	46,499	0.51%	▲46,499	0.00%	$186
7	VANGUARD FIDUCIARY TRUST CO	0000933478	42,391	0.46%	▲13,891	+48.74%	$169.56K
8	HRT FINANCIAL LP	0001475597	40,322	0.44%	▲40,322	0.00%	$161
9	UBS Group AG	0001610520	27,849	0.30%	▲21,637	+348.31%	$111.40K
10	Spark Investment Management LLC	0001554871	27,634	0.30%	▼30,000	-52.05%	$110.54K
11	JANE STREET GROUP, LLC	0001595888	24,585	0.27%	▲24,585	0.00%	$98.34K
12	Jpmorgan Chase & Co	0000019617	24,151	0.26%	▲24,147	+603,675.00%	$103.61K
13	ASPIRIANT, LLC	0001433541	20,853	0.23%	▲20,853	0.00%	$83.41K
14	State Street Corp	0000093751	19,714	0.22%	0	0.00%	$78.86K
15	Engineers Gate Manager LP	0001620220	18,228	0.20%	▲18,228	0.00%	$72.91K
16	Virtu Financial LLC	0001533964	17,562	0.19%	▲17,562	0.00%	$70
17	Northern Trust Corp	0000073124	15,147	0.17%	▼5	-0.03%	$60.59K
18	Finley Financial, LLC	0002047823	10,000	0.11%	0	0.00%	$40.00K
19	Rockefeller Capital Management L.P.	0001739439	4,039	0.04%	0	0.00%	$16.16K
20	SBI Securities Co., Ltd.	0001851815	3,704	0.04%	▲412	+12.52%	$14.82K

Showing 1 to 20 of 44 holders