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Alexis Investment Partners’s Smartbird Inc BIRD Stock Holding History

Alexis Investment Partners’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$41 – 45
2025
Q4 		$41 Hold
10
– – ﹤0.01% 96
2025
Q3 		$57 Buy
+10
New +$82 ﹤0.01% 97
2025
Q1 		– Sell
-10
Closed -$70 – 50
2024
Q4 		$70 Buy
+10
New +$90 ﹤0.01% 86

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alexis Investment Partners's BIRD Position: Q1 2026 in Review

Alexis Investment Partners sold out of Smartbird Inc (BIRD) in Q1 2026, closing a stake of 10 shares — an estimated $41 sold.

Alexis Investment Partners first reported a position in BIRD in Q4 2024 and held it in 3 quarters. The position peaked at $70 in Q4 2024. 38 funds tracked by Wall St. Rank hold BIRD as of Q1 2026.

  • Alexis Investment Partners reported no remaining Smartbird Inc position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 10 Smartbird Inc shares in Q1 2026, an estimated $41.
  • Alexis Investment Partners first reported a position in Smartbird Inc in Q4 2024 and held it in 3 quarters.
  • Alexis Investment Partners's Smartbird Inc position peaked at $70 in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.