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Smartbird Inc

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: 3938 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.48M
VCM
2
Vanguard Capital Management
Pennsylvania
$627K +$725K +208,419 New
BlackRock
3
BlackRock
New York
$226K +$2.64K +759 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$204K +$38.8K +11,143 +20%
SIM
5
Spark Investment Management
New York
$173K
BCM
6
Bridgeway Capital Management
Texas
$127K +$25K +7,189 +21%
VFT
7
Vanguard Fiduciary Trust
Pennsylvania
$85.8K +$99.2K +28,500 New
PLU
8
Performa Ltd (US)
South Carolina
$75.3K +$23.1K +6,650 +36%
State Street
9
State Street
Massachusetts
$59.3K
Northern Trust
10
Northern Trust
Illinois
$45.6K
AL
11
Arnhold LLC
New York
$39.3K
CCM
12
Coldstream Capital Management
Washington
$33.7K +$1.74K +501 +5%
TWA
13
Trellis Wealth Advisors
California
$32.2K +$37.2K +10,687 New
FF
14
Finley Financial
Nevada
$30.1K +$34.8K +10,000 New
UBS Group
15
UBS Group
Switzerland
$18.7K -$4.84K -1,391 -18%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$12.2K
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$11.9K +$3 +1 +0%
Morgan Stanley
18
Morgan Stanley
New York
$10.4K -$8.45K -2,428 -41%
SS
19
SBI Securities
Japan
$9.91K +$125 +36 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8K +$379 +109 +4%
VGA
21
Vanguard Global Advisers
Pennsylvania
$5.36K +$6.19K +1,780 New
PA
22
Parallel Advisors
California
$3.32K
Group One Trading
23
Group One Trading
Illinois
$900 -$880 -253 -46%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$439
Osaic Holdings
25
Osaic Holdings
Arizona
$324

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.