Jacobs Levy Equity Management
BIRD icon

Jacobs Levy Equity Management’s Smartbird Inc BIRD Stock Holding History

Jacobs Levy Equity 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
2025
Q1 		– Sell
-42,521
Closed -$296K – 1079
2024
Q4 		$296K Buy
42,521
+30,791
+262% +$277K ﹤0.01% 870
2024
Q3 		$138K Buy
+11,730
New +$148K ﹤0.01% 931

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jacobs Levy Equity Management's BIRD Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of Smartbird Inc (BIRD) in Q1 2025, closing a stake of 42,521 shares — an estimated $296K sold.

Jacobs Levy Equity Management first reported a position in BIRD in Q3 2024 and held it in 2 quarters. The position peaked at $296K in Q4 2024. 45 funds tracked by Wall St. Rank hold BIRD as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining Smartbird Inc position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 42,521 Smartbird Inc shares in Q1 2025, an estimated $296K.
  • Jacobs Levy Equity Management first reported a position in Smartbird Inc in Q3 2024 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Smartbird Inc position peaked at $296K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.