Smartbird BIRD Institutional Ownership

NASDAQ BIRD

$2.42 +0.12 (+5.22%)

At close: Oct 21, 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

12.67%

▼-3.73 pp QoQ

Shares Held by Institutions

1.50Mn

of 11.81Mn outstanding

▲+4.11% QoQ

Shares Outstanding

11.81Mn

10.31Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+59.11K

accumulated since last quarter

Value of Holdings

$3.44Mn

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

Updated Oct 11, 2026

Smartbird, Inc. (NASDAQ:BIRD) was reported as a holding by 44 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 12.67% of outstanding shares in Q2 2026, down from 16.40% the quarter before.
Total shares held in Smartbird rose 4.11% from Q1 2026, while the number of holders rose 4.76% from Q2 2025.
Of the 44 holders of BIRD in Q2 2026, 26 added to their positions, 10 reduced their stakes and 8 left their positions unchanged.
In total, institutional investors held 1.5Mn shares of Smartbird at the end of Q2 2026, up 59.11K from the prior quarter and down 292.39K from a year earlier.
As of June 30, 2026, FMR LLC held the largest stake in Smartbird with 720.37K shares, or 6.10% of shares outstanding.
Holders that added the most shares of Smartbird in Q2 2026 were JPMorgan Chase & Co (+24.15K shares), UBS Group AG (+21.64K shares), Vanguard Fiduciary Trust Co (+13.89K shares), BlackRock, Inc. (+5.88K shares) and Vanguard Capital Management LLC (+5.81K shares).
Among holders that kept a stake in Smartbird, the biggest sellers in Q2 2026 were FMR LLC (-104.5K shares), Spark Investment Management LLC (-30K shares), Geode Capital Management, LLC (-6.63K shares), BNP Paribas Financial Markets (-3.87K shares) and Royal Bank of Canada (-2.23K shares).
Per Business Quant data, the 10 largest holders of Smartbird at the end of Q2 2026 were FMR LLC (720.37K shares), Vanguard Capital Management LLC (214.23K shares), BlackRock, Inc. (80.86K shares), Anson Funds Management LP (64.3K shares), Geode Capital Management, LLC (61.16K shares), Cygnus Capital Advisors, LLC (46.5K shares), Vanguard Fiduciary Trust Co (42.39K shares), HRT Financial LP (40.32K shares), UBS Group AG (27.85K shares) and Spark Investment Management LLC (27.63K shares).

Form 13F Holdings

44 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.50Mn

Of outstanding 12.67%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	720,365	6.10%	▼104,498	-12.67%	$2.88Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	214,233	1.81%	▲5,814	+2.79%	$856.93K
3	BlackRock, Inc.	0002012383	80,861	0.68%	▲5,884	+7.85%	$323.44K
4	Anson Funds Management LP	0001491072	64,304	0.54%	▲64,304	0.00%	$257.22K
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	61,165	0.52%	▼6,629	-9.78%	$244.72K
6	Cygnus Capital Advisors, LLC	0002114319	46,499	0.39%	▲46,499	0.00%	$186
7	VANGUARD FIDUCIARY TRUST CO	0000933478	42,391	0.36%	▲13,891	+48.74%	$169.56K
8	HRT FINANCIAL LP	0001475597	40,322	0.34%	▲40,322	0.00%	$161
9	UBS Group AG	0001610520	27,849	0.24%	▲21,637	+348.31%	$111.40K
10	Spark Investment Management LLC	0001554871	27,634	0.23%	▼30,000	-52.05%	$110.54K
11	JANE STREET GROUP, LLC	0001595888	24,585	0.21%	▲24,585	0.00%	$98.34K
12	Jpmorgan Chase & Co	0000019617	24,151	0.20%	▲24,147	+603,675.00%	$103.61K
13	ASPIRIANT, LLC	0001433541	20,853	0.18%	▲20,853	0.00%	$83.41K
14	State Street Corp	0000093751	19,714	0.17%	0	0.00%	$78.86K
15	Engineers Gate Manager LP	0001620220	18,228	0.15%	▲18,228	0.00%	$72.91K
16	Virtu Financial LLC	0001533964	17,562	0.15%	▲17,562	0.00%	$70
17	Northern Trust Corp	0000073124	15,147	0.13%	▼5	-0.03%	$60.59K
18	Finley Financial, LLC	0002047823	10,000	0.08%	0	0.00%	$40.00K
19	Rockefeller Capital Management L.P.	0001739439	4,039	0.03%	0	0.00%	$16.16K
20	SBI Securities Co., Ltd.	0001851815	3,704	0.03%	▲412	+12.52%	$14.82K

Showing 1 to 20 of 44 holders