Security Snapshot

Smartbird, Inc. - CLASS A COMMON STOCK (BIRD) Institutional Ownership

CUSIP: 01675A208

13F Institutional Holders and Ownership History from Q2 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

43

Shares (Excl. Options)

1.5MFull value: 1,495,160 · shares · 30 Jun 2026

Price

$4.00

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / CLASS A COMMON STOCK
Symbol
BIRD on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
1,495,160
Latest holder snapshot 5 signals
Total 13F value
$5,987,621
Portfolio coverage rank
0%
Share change
+62,565
Value change
+$355,306
Number of holders
43
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
6,264,043
SEC-reported price per share
$2.86
Insider filing price
$2.86
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • BIRD - Smartbird, Inc. - CLASS A COMMON STOCK is tracked under CUSIP 01675A208.
  • 43 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 37 to 43 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $4.32MFull value: $4,323,816 · USD · 31 Mar 2026
    to
    $5.99MFull value: $5,987,621 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 43 institutions filings for Q2 2026.

Open SEC evidence

Security key

01675A208

13F reference period

Q2 2026

13F holders

43

13D/G owners

3

CIK / CUSIP context first

Open Q2 2026 holders BIRD full holder history Smartbird, Inc. SEC filings Smartbird, Inc. company facts Smartbird, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
BIRD
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brown Timothy O. 12% $3,558,723 726,270 Timothy O. Brown 30 Sep 2024
FMR LLC 12% -15% $2,161,095 -$313,494 720,365 -13% FMR LLC 30 Jun 2026
Ghost Angel LLC 5.9% $1,568,000 320,000 Ghost Angel LLC 03 Apr 2025
As of 30 Jun 2026, 43 institutional investors reported holding
1.5MFull value: 1,495,160 · shares · 30 Jun 2026
shares of Smartbird, Inc. - CLASS A COMMON STOCK (BIRD). This represents 24% of the company’s total
6.26MFull value: 6,264,043 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
24%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 12% 720,365 -13% 0% $2,881,460
VANGUARD CAPITAL MANAGEMENT LLC 3.4% 214,233 +2.8% 0% $856,932
BlackRock, Inc. 1.3% 80,861 +7.8% 0% $323,444
Anson Funds Management LP 1% 64,304 0.02% $257,216
GEODE CAPITAL MANAGEMENT, LLC 0.98% 61,165 -9.8% 0% $244,718
Cygnus Capital Advisors, LLC 0.74% 46,499 0.13% $186,000
VANGUARD FIDUCIARY TRUST CO 0.68% 42,391 +49% 0% $169,564
HRT FINANCIAL LP 0.64% 40,322 0% $161,000
UBS Group AG 0.44% 27,849 +348% 0% $111,396
Spark Investment Management LLC 0.44% 27,634 -52% 0.22% $110,536
JANE STREET GROUP, LLC 0.39% 24,585 0% $98,340
JPMORGAN CHASE & CO 0.39% 24,151 +603675% 0% $103,608
ASPIRIANT, LLC 0.33% 20,853 0% $83,412
STATE STREET CORP 0.31% 19,714 0% 0% $78,856
Engineers Gate Manager LP 0.29% 18,228 0% $72,912
Virtu Financial LLC 0.28% 17,562 0% $70,000
NORTHERN TRUST CORP 0.24% 15,147 -0.03% 0% $60,588
Finley Financial, LLC 0.16% 10,000 0% 0.02% $40,000
Rockefeller Capital Management L.P. 0.06% 4,039 0% 0% $16,156
SBI Securities Co., Ltd. 0.06% 3,704 +13% 0% $14,816
Spire Wealth Management 0.05% 3,000 0% $12,000
MORGAN STANLEY 0.03% 2,048 -41% 0% $8,192
Vanguard Global Advisers, LLC 0.03% 1,780 0% 0% $7,120
Tower Research Capital LLC (TRC) 0.03% 1,709 +56867% 0% $6,836
Farther Finance Advisors, LLC 0.02% 1,008 0% $4,032

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
10
Headline period
Q2 2026
Rows shown
1-10 of 10
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 30,119 $100,610 -$31,436 $2.61 6
2026 Q2 1,495,160 $5,987,621 +$355,306 $4.00 43
2026 Q1 1,436,525 $4,323,816 -$218,549 $3.01 37
2025 Q4 1,480,310 $6,069,635 +$81,563 $4.10 37
2025 Q3 1,505,459 $8,536,010 -$3,812,179 $5.67 44
2025 Q2 1,783,296 $18,956,173 +$4,358,292 $10.63 41
2025 Q1 1,384,107 $8,913,382 -$138,698 $6.44 41
2024 Q4 1,399,054 $9,747,018 -$56,989 $6.97 50
2024 Q3 1,365,194 $16,109,050 +$15,077,789 $11.80 47
2024 Q2 24,800 $12,400 +$12,400 $0.50 1
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