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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
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 $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
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
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

Performa Ltd (US)'s BIRD Position: Q1 2026 in Review

Performa Ltd (US) increased its Smartbird Inc (BIRD) stake by 36% in Q1 2026, buying an estimated $23.1K and bringing the position to 25,000 shares worth $75.3K. The position accounts for 0.02% of the portfolio, ranked #20.

Performa Ltd (US) first reported a position in BIRD in Q1 2022 and has held it in 17 quarters since. The position peaked at $102K in Q2 2025. 38 funds tracked by Wall St. Rank hold BIRD as of Q1 2026.

  • Performa Ltd (US) held 25,000 shares of Smartbird Inc worth $75.3K as of Q1 2026.
  • Performa Ltd (US) bought 6,650 Smartbird Inc shares in Q1 2026, an estimated $23.1K.
  • Smartbird Inc made up 0.02% of Performa Ltd (US)'s portfolio in Q1 2026, its #20 holding.
  • Performa Ltd (US) first reported a position in Smartbird Inc in Q1 2022 and has held it in 17 quarters since.
  • Performa Ltd (US)'s Smartbird Inc position peaked at $102K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2026.

Based on Performa Ltd (US)'s 13F filing for Q1 2026, filed 6 May 2026.