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Coldstream Capital Management’s Smartbird Inc BIRD Stock Holding History

Coldstream Capital Management’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 		$33.7K Buy
11,188
+501
+5% +$1.74K ﹤0.01% 1182
2025
Q4 		$43.8K Sell
10,687
-62
-0.6% -$351 ﹤0.01% 1153
2025
Q3 		$60.9K Sell
10,749
-1
-0% -$8 ﹤0.01% 1200
2025
Q2 		$114K Buy
10,750
+62
+0.6% +$434 ﹤0.01% 1085
2025
Q1 		$68.8K Sell
10,688
-623
-6% -$4.02K ﹤0.01% 1537
2024
Q4 		$78.8K Buy
11,311
+52
+0.5% +$468 ﹤0.01% 1047
2024
Q3 		$133K Buy
11,259
+70
+0.6% +$884 ﹤0.01% 1054
2024
Q2 		$112K Hold
11,189
– – ﹤0.01% 964
2024
Q1 		$155K Hold
11,189
– – ﹤0.01% 972
2023
Q4 		$274K Buy
+11,189
New +$221K 0.01% 742

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 $5.72T AUM 30.48% 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 $41.6M AUM 80.97% 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 $442M AUM 13.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coldstream Capital Management's BIRD Position: Q1 2026 in Review

Coldstream Capital Management increased its Smartbird Inc (BIRD) stake by 4.7% in Q1 2026, buying an estimated $1.74K and bringing the position to 11,188 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Coldstream Capital Management first reported a position in BIRD in Q4 2023 and has held it in 10 quarters since. The position peaked at $274K in Q4 2023. 38 funds tracked by Wall St. Rank hold BIRD as of Q1 2026.

  • Coldstream Capital Management held 11,188 shares of Smartbird Inc worth $33.7K as of Q1 2026.
  • Coldstream Capital Management bought 501 Smartbird Inc shares in Q1 2026, an estimated $1.74K.
  • Smartbird Inc made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1182 holding.
  • Coldstream Capital Management first reported a position in Smartbird Inc in Q4 2023 and has held it in 10 quarters since.
  • Coldstream Capital Management's Smartbird Inc position peaked at $274K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.