PLU
BIRD icon

Performa Ltd (US)’s Smartbird Inc BIRD Stock Holding History

Performa Ltd (US)’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
Q2 		– Sell
-25,000
Closed -$75.3K – 50
2026
Q1 		$75.3K Buy
25,000
+6,650
+36% +$23.1K 0.02% 20
2025
Q4 		$75.2K Buy
18,350
+5,250
+40% +$29.7K 0.02% 17
2025
Q3 		$74.3K Buy
13,100
+3,550
+37% +$29.2K 0.02% 16
2025
Q2 		$102K Sell
9,550
-550
-5% -$3.85K 0.03% 15
2025
Q1 		$65K Buy
10,100
+1,900
+23% +$12.3K 0.02% 17
2024
Q4 		$57.2K Buy
8,200
+3,200
+64% +$28.8K 0.02% 20
2024
Q3 		$59K Buy
5,000
+1,500
+43% +$18.9K 0.02% 22
2024
Q2 		$35K Buy
3,500
+825
+31% +$10.1K 0.01% 26
2024
Q1 		$37.1K Buy
2,675
+975
+57% +$18.2K 0.02% 25
2023
Q4 		$41.6K Buy
1,700
+75
+5% +$1.48K 0.02% 22
2023
Q3 		$36.1K Hold
1,625
– – 0.02% 21
2023
Q2 		$41K Hold
1,625
– – 0.02% 21
2023
Q1 		$39K Buy
1,625
+775
+91% +$35.7K 0.02% 21
2022
Q4 		$41.1K Buy
850
+300
+55% +$17.6K 0.02% 25
2022
Q3 		$33K Buy
550
+312
+131% +$27.6K 0.02% 24
2022
Q2 		$19K Buy
238
+174
+272% +$17.6K 0.01% 24
2022
Q1 		$8K Buy
+64
New +$12.6K 0.01% 26

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $147M AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return

Performa Ltd (US)'s BIRD Position: Q2 2026 in Review

Performa Ltd (US) sold out of Smartbird Inc (BIRD) in Q2 2026, closing a stake of 25,000 shares — an estimated $75.3K sold.

Performa Ltd (US) first reported a position in BIRD in Q1 2022 and held it in 17 quarters. The position peaked at $102K in Q2 2025. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • Performa Ltd (US) reported no remaining Smartbird Inc position as of Q2 2026 after selling out during the quarter.
  • Performa Ltd (US) sold 25,000 Smartbird Inc shares in Q2 2026, an estimated $75.3K.
  • Performa Ltd (US) first reported a position in Smartbird Inc in Q1 2022 and held it in 17 quarters.
  • Performa Ltd (US)'s Smartbird Inc position peaked at $102K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.