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Smartbird Inc
BIRD

38 hedge funds and large institutions have $4.32M invested in Smartbird Inc in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0.77% less ownership

Funds ownership: 26.11% → 25.33% (-0.77%)

3% less funds holding

Funds holding: 39 → 38 (-1)

29% less capital invested

Capital invested by funds: $6.07M → $4.32M (-$1.75M)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$38.8K
2
TWA
Trellis Wealth Advisors
California
+$37.2K
3
FF
Finley Financial
Nevada
+$34.8K
4
BCM
Bridgeway Capital Management
Texas
+$25K
5
PLU
Performa Ltd (US)
South Carolina
+$23.1K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$159K
2
Goldman Sachs
Goldman Sachs
New York
-$84K
3
Jane Street
Jane Street
New York
-$54.4K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$50.5K
5
Morgan Stanley
Morgan Stanley
New York
-$8.45K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$226 – – –
Wells Fargo
27
Wells Fargo
California
$226 – – –
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$123 +$143 +41 New
US Bancorp
29
US Bancorp
Minnesota
$120 – – –
Jones Financial Companies
30
Jones Financial Companies
Missouri
$64 +$70 +20 New
RIL
31
Rothschild Investment LLC
Illinois
$60 – – –
MEG
32
Millstone Evans Group
Colorado
$15 – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$12 -$38 -11 -73%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$12 +$14 +4 New
TRCT
35
Tower Research Capital (TRC)
New York
$9 +$10 +3 New
NB
36
NBT Bank
New York
$6 -$7 -2 -50%
Citigroup
37
Citigroup
New York
$3 – – –
VWM
38
Vermillion Wealth Management
Minnesota
$3 – – –
Citadel Advisors
39
Citadel Advisors
Florida
– -$159K -38,834 Closed
Goldman Sachs
40
Goldman Sachs
New York
– -$84K -20,496 Closed
Jane Street
41
Jane Street
New York
– -$54.4K -13,263 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$50.5K -12,309 Closed
Bank of America
43
Bank of America
North Carolina
– -$205 -50 Closed
AIP
44
Alexis Investment Partners
Texas
– -$41 -10 Closed
TPBG
45
Turning Point Benefit Group
Maryland
– -$20 -5 Closed
Kayne Anderson Rudnick Investment Management
46
Kayne Anderson Rudnick Investment Management
California
– -$12 -3 Closed
1
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BIRD Hedge Fund Activity: Q1 2026 in Review

38 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Smartbird Inc (BIRD) for Q1 2026, worth a combined $4.32M — down 29% from $6.07M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BIRD positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $38.8K. The largest seller was Citadel Advisors, exiting entirely with an estimated $159K sold.

  • 38 institutional investors held Smartbird Inc (BIRD) as of Q1 2026, down from 39 in Q4 2025.
  • Funds reported $4.32M of Smartbird Inc stock for Q1 2026, down 29% quarter-over-quarter.
  • 9 funds opened new Smartbird Inc positions in Q1 2026 and 8 closed out, a net change of +1 holder.
  • The largest Smartbird Inc buyer in Q1 2026 was Geode Capital Management, an estimated $38.8K added.
  • The largest Smartbird Inc seller in Q1 2026 was Citadel Advisors, an estimated $159K sold.

Based on aggregated 13F filings for Q1 2026.