Smartbird, Inc. (BIRD) — Institutional Holders, Q2 2026
43 institutional investment managers reported a BIRD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BIRD in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Anson Funds ManagementNew · +64,304 sh+$257.2K
- Cygnus Capital AdvisorsNew · +46,499 sh+$186.0K
- HRT FINANCIALNew · +40,322 sh+$161.3K
- JANE STREET GROUPNew · +24,585 sh+$98.3K
- JPMORGAN CHASENew · +24,151 sh+$96.6K
Biggest sellers
- FMRTrimmed · -104,498 sh-$418.0K
- BRIDGEWAY CAPITAL MANAGEMENTSold out · -42,120 sh-$168.5K
- Spark Investment ManagementTrimmed · -30,000 sh-$120.0K
- Performa Ltd (US)Sold out · -25,000 sh-$100.0K
- ArnholdSold out · -13,070 sh-$52.3K
BIRD 13F holders ranked 1–43 of 43
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | FMR#1 · 720,365 sh | 720,365 | $2.9M | <0.01% | -12.7% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 214,233 sh | 214,233 | $856.9K | 0.00% | +2.8% |
| 3 | BlackRock#3 · 80,861 sh | 80,861 | $323.4K | 0.00% | +7.8% |
| 4 | Anson Funds Management#4 · 64,304 sh | 64,304 | $257.2K | 0.02% | New |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 61,165 sh | 61,165 | $244.7K | 0.00% | -9.8% |
| 6 | Cygnus Capital Advisors#6 · 46,499 sh | 46,499 | $186.0K | 0.13% | New |
| 7 | VANGUARD FIDUCIARY#7 · 42,391 sh | 42,391 | $169.6K | 0.00% | +48.7% |
| 8 | HRT FINANCIAL#8 · 40,322 sh | 40,322 | $161.0K | <0.01% | New |
| 9 | UBS Group AG#9 · 27,849 sh | 27,849 | $111.4K | 0.00% | +348.3% |
| 10 | Spark Investment Management#10 · 27,634 sh | 27,634 | $110.5K | 0.22% | -52.1% |
| 11 | JPMORGAN CHASE#11 · 24,151 sh | 24,151 | $103.6K | 0.00% | New |
| 12 | JANE STREET GROUP#12 · 24,585 sh | 24,585 | $98.3K | 0.00% | New |
| 13 | ASPIRIANT#13 · 20,853 sh | 20,853 | $83.4K | — | New |
| 14 | STATE STREET#14 · 19,714 sh | 19,714 | $78.9K | 0.00% | 0.0% |
| 15 | Engineers Gate Manager#15 · 18,228 sh | 18,228 | $72.9K | <0.01% | New |
| 16 | Virtu Financial#16 · 17,562 sh | 17,562 | $70.0K | <0.01% | New |
| 17 | NORTHERN#17 · 15,147 sh | 15,147 | $60.6K | 0.00% | 0.0% |
| 18 | Finley Financial#18 · 10,000 sh | 10,000 | $40.0K | 0.02% | 0.0% |
| 19 | Rockefeller Capital Management L.P.#19 · 4,039 sh | 4,039 | $16.2K | 0.00% | 0.0% |
| 20 | SBI Securities , Ltd.#20 · 3,704 sh | 3,704 | $14.8K | — | +12.5% |
| 21 | Spire Wealth Management#21 · 3,000 sh | 3,000 | $12.0K | <0.01% | New |
| 22 | MORGAN STANLEY#22 · 2,048 sh | 2,048 | $8.2K | 0.00% | -40.9% |
| 23 | Vanguard Global Advisers#23 · 1,780 sh | 1,780 | $7.1K | 0.00% | 0.0% |
| 24 | Tower Research Capital (TRC)#24 · 1,709 sh | 1,709 | $6.8K | <0.01% | New |
| 25 | Farther Finance Advisors#25 · 1,008 sh | 1,008 | $4.0K | — | New |
| 26 | OSAIC#26 · 578 sh | 578 | $2.3K | 0.00% | +435.2% |
| 27 | ROYAL BANK OF CANADA#27 · 488 sh | 488 | $2.0K | 0.00% | -82.1% |
| 28 | Caitong International Asset Management , Ltd#28 · 441 sh | 441 | $1.8K | <0.01% | New |
| 29 | GROUP ONE TRADING, L.P.#29 · 199 sh | 199 | $796.00 | 0.00% | -33.4% |
| 30 | EverSource Wealth Advisors#30 · 100 sh | 100 | $400.00 | 0.00% | New |
| 31 | BNP PARIBAS FINANCIAL MARKETS#31 · 94 sh | 94 | $376.00 | 0.00% | -97.6% |
| 32 | WELLS FARGO & COMPANY#32 · 75 sh | 75 | $300.00 | 0.00% | 0.0% |
| 33 | Asset Dedication#33 · 36 sh | 36 | $143.00 | 0.00% | New |
| 34 | NATIONAL BANK OF CANADA#34 · 25 sh | 25 | $100.00 | 0.00% | -39.0% |
| 35 | JONES FINANCIAL COMPANIES LLLP#35 · 20 sh | 20 | $88.00 | 0.00% | 0.0% |
| 36 | ROTHSCHILD INVESTMENT#36 · 20 sh | 20 | $80.00 | 0.00% | 0.0% |
| 37 | OF VERMONT#37 · 10 sh | 10 | $40.00 | — | — |
| 38 | Strive Financial Group#38 · 7 sh | 7 | $28.00 | 0.00% | New |
| 39 | HARBOUR INVESTMENTS#39 · 6 sh | 6 | $24.00 | 0.00% | New |
| 40 | Millstone Evans Group#40 · 5 sh | 5 | $20.00 | 0.00% | 0.0% |
| 41 | NBT BANK N A#41 · 2 sh | 2 | $8.00 | — | New |
| 42 | Parallel Advisors#42 · 1 sh | 1 | $4.00 | 0.00% | -99.9% |
| 43 | GILPIN WEALTH MANAGEMENT#43 · 1 sh | 1 | $4.00 | — | New |
Funds that sold out of BIRD in Q2 2026 (10)
Held BIRD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT42,120 sh | 42,120 | $126.8K |
| Performa Ltd (US)25,000 sh | 25,000 | $75.3K |
| Arnhold13,070 sh | 13,070 | $39.3K |
| COLDSTREAM CAPITAL MANAGEMENT11,188 sh | 11,188 | $33.7K |
| Trellis Wealth Advisors10,687 sh | 10,687 | $32.2K |
| RHUMBLINE ADVISERS146 sh | 146 | $439.00 |
| US BANCORP \DE\40 sh | 40 | $120.00 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT4 sh | 4 | $12.00 |
| Vermillion Wealth Management1 sh | 1 | $3.00 |
| CITIGROUP1 sh | 1 | $3.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.