Latest Period
Q2 2026
Security Snapshot
Smartbird, Inc. - CLASS A COMMON STOCK (BIRD) Institutional Ownership
CUSIP: 01675A208
13F Institutional Holders and Ownership History from Q2 2024 to Q2 2026
Institutions Reporting
42
Shares (Excl. Options)
1,448,661
Price
$4.00
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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
- 1,448,661
- Total 13F value
- $5,801,621
- Portfolio coverage rank
- 0%
- Share change
- +16,066
- Value change
- +$169,306
- Number of holders
- 42
- Shares outstanding
- 6,264,043
- SEC-reported price per share
- $2.56
- Insider filing price
- $2.56
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BIRD - Smartbird, Inc. - CLASS A COMMON STOCK is tracked under CUSIP 01675A208.
- 42 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 37 to 42 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $4,323,816 to $5,801,621.
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
Open SEC evidence
Latest holder context comes from 42 institutions filings for Q2 2026.
Security key
01675A208
Latest holder period
Q2 2026
13F holders
42
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
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 01675A208:
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, 42 institutional investors reported holding 1,448,661 shares of Smartbird, Inc. - CLASS A COMMON STOCK (BIRD). This represents 23% of the company’s total 6,264,043 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
23%
| 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 |
| 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 | |
| OSAIC HOLDINGS, INC. | 0.01% | 578 | +435% | 0% | $2,312 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q2 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,448,661 | $5,801,621 | +$169,306 | $4.00 | 42 |
| 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 |