What is the 13F Pro Quality Score for BIRD?

13F Pro ranks Smartbird, Inc. (BIRD) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BIRD's current score at https://13fpro.ai/research/BIRD (free sign-up required for the full ranking).

Which hedge funds own the most BIRD stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BIRD include FMR, VANGUARD CAPITAL MANAGEMENT, BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/BIRD as soon as new 13F filings post.

Where does 13F Pro source BIRD data?

All Smartbird, Inc. fundamentals and ownership data come directly from SEC EDGAR. Smartbird, Inc. files with the SEC under CIK 1653909. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BIRD in?

Smartbird, Inc. (BIRD) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is BIRD research updated on 13F Pro?

BIRD's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Smartbird, Inc.(BIRD)Stock Analysis

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13F Pro Quality Score

11.3/100

Rank #2,793 of 2,879 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

5.1/100

Profitability

9.1/100

Balance Sheet

1.6/100

Earnings Quality

30.0/100

Free Cash Flow

9.2/100

Institutional Flow

20.6/100

Revenue Scale

20.0/100

Dilution Risk

25.5/100

BIRD Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Smartbird, Inc. (BIRD), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BIRD at 11.3/100 on a 32-signal composite quality model, placing it at rank #2,793 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include balance sheet strength (1.6) and revenue growth (5.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Smartbird, Inc. reports quarterly revenue of $22.3M, net income of $-20.7M, free cash flow of $-12.1M. Top institutional holders of BIRD by reported 13-F value include FMR, VANGUARD CAPITAL MANAGEMENT, BlackRock,, based on the most recent SEC filings. BIRD trades on the Nasdaq exchange and files with the SEC under CIK 1653909. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BIRD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Smartbird, Inc. directly from SEC EDGAR. Smartbird, Inc.'s 13F Pro composite quality score has ranged between 10 and 32 since 2023, currently 11.3 — a stable long-term trajectory across 20 quarterly and live scoring snapshots.

✦

Fun facts about Smartbird, Inc.

Quirks, history, and lore behind BIRD — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. Consumer Discretionary company · listed on NYSE · headquartered in California · sells a product designed to replace a very traditional mode of short-distance urban transportation.
2
The Numbers
A small-cap company that has struggled to turn a profit, burning through cash while competing in a crowded micro-mobility market with razor-thin unit economics.
3
The History
Founded around 2017–2018, it rode a wave of venture enthusiasm for dockless personal vehicles before going public — a classic boom-and-reality-check story.
4
The Secret
Its core product runs on a battery, has two wheels, and is aimed squarely at city commuters who'd rather not break a sweat — or find parking.
5
The Lore
The company has faced the classic micro-mobility curse: sidewalk bans, regulatory headaches, and the nagging question of whether anyone really needs to own one versus just renting one for five minutes.
6
The Giveaway
Its ticker is literally a feathered creature, its name evokes flight, and its product is an electric scooter — though whether it soars or sinks has been Wall Street's open question for years.

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Revenue

Q1 2026

$22.3M

Net Income

Q1 2026

$-20.7M

Free Cash Flow

Q1 2026

$-12.1M

D/E Ratio

Q1 2026

1.07

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-19.7% YoY

$152.5MFY 2025

FY22 $297.8MFY23 $254.1MFY24 $189.8MFY25 $152.5M

Net Income

+17.2% YoY

$-77.3MFY 2025

FY22 $-101.4MFY23 $-152.5MFY24 $-93.3MFY25 $-77.3M

Operating Income

+18.0% YoY

$-80.0MFY 2025

FY22 $-100.3MFY23 $-153.0MFY24 $-97.6MFY25 $-80.0M

EPS (Diluted)

+20.2% YoY

$-9.47FY 2025

FY22 $-0.68FY23 $-20.10FY24 $-11.87FY25 $-9.47

Total Assets

-42.1% YoY

$109.4MFY 2025

FY22 $462.4MFY23 $312.7MFY24 $188.9MFY25 $109.4M

Total Debt

$17.4MFY 2025

FY22 —FY23 —FY24 $0.00FY25 $17.4M

Op. Cash Flow

+13.7% YoY

$-55.1MFY 2025

FY22 $-90.6MFY23 $-30.2MFY24 $-63.9MFY25 $-55.1M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2019	FY 2018
Revenue	$152.5M -19.7%	$189.8M -25.3%	$254.1M -14.7%	$297.8M +53.7%	$193.7M	—
Net Income	$-77.3M +17.2%	$-93.3M +38.8%	$-152.5M -50.4%	$-101.4M -597.7%	$-14.5M	—
Operating Income	$-80.0M +18.0%	$-97.6M +36.2%	$-153.0M -52.6%	$-100.3M -1012.7%	$-9.0M	—
EPS (Diluted)	$-9.47 +20.2%	$-11.87 +40.9%	$-20.10 -2855.9%	$-0.68 -142.9%	$-0.28	—
Total Assets	$109.4M -42.1%	$188.9M -39.6%	$312.7M -32.4%	$462.4M	—	—
Total Debt	$17.4M	$0.00	—	—	—	—
Operating Cash Flow	$-55.1M +13.7%	$-63.9M -111.3%	$-30.2M +66.6%	$-90.6M -215773.8%	$42.0K	—

AI Insight: BIRD Financial Trends

Allbirds faces accelerating financial deterioration: Q1 2026 revenue collapsed 46% YoY to $22M while debt rose to $17M against shrinking $16M equity.

• Revenue declined sequentially every quarter from $56M (Q4 2024) to $22M (Q1 2026), losing 61% in 5 quarters.

• Operating income negative throughout; Q1 2026 operating loss of $22M persists despite revenue floor.

• Debt rose from $0M (Q2 2025) to $17M (Q1 2026); equity eroded 89% from $144M (Q2 2024) to $16M (Q1 2026).

⚠ Equity-to-debt ratio inverted to 0.94x in Q1 2026 from 28.8x two years ago—solvency stress mounting.

⚠ Operating cash flow improved to $-3M in Q4 2025 but deteriorated to $-12M in Q1 2026; cash burn persists.

AI Insight: BIRD Ratio Trends

Allbirds has deteriorated sharply into Q1 2026, with operating margin collapsing to −98.6% and ROA plunging to −97.8%, signaling severe operational distress.

• Operating margin has swung from −39.1% in Q2 2024 to −98.6% in Q1 2026, reflecting persistent and worsening unprofitability across the trailing period.

• Net profit margin deteriorated to −92.8% in Q1 2026 from −37.1% in Q2 2024, indicating losses are consuming nearly all revenue.

• Debt-to-equity ratio rose sharply to 1.07 in Q1 2026 from 0.07 in Q2 2025, doubling leverage in nine months.

⚠ ROA has declined every quarter, reaching −97.8% in Q1 2026; asset quality and operational efficiency have collapsed.

⚠ Q1 2026 marks the worst quarter on record across all profitability and return metrics; sustained turnaround execution is critical.

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Available Research

13F Pro tracks comprehensive data for Smartbird, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BIRD

FMR LLC
$2.5M824,863 sh
VANGUARD CAPITAL MANAGEMENT LLC
$627.3K208,419 sh
BlackRock, Inc.
$225.7K74,977 sh
GEODE CAPITAL MANAGEMENT, LLC
$204.1K67,794 sh
Spark Investment Management LLC
$173.5K57,634 sh
BRIDGEWAY CAPITAL MANAGEMENT, LLC
$126.8K42,120 sh
VANGUARD FIDUCIARY TRUST CO
$85.8K28,500 sh
Performa Ltd (US), LLC
$75.3K25,000 sh
STATE STREET CORP
$59.3K19,714 sh
NORTHERN TRUST CORP
$45.6K15,152 sh

Fund	Value	Shares
FMR LLC	$2.5M	824,863
VANGUARD CAPITAL MANAGEMENT LLC	$627.3K	208,419
BlackRock, Inc.	$225.7K	74,977
GEODE CAPITAL MANAGEMENT, LLC	$204.1K	67,794
Spark Investment Management LLC	$173.5K	57,634
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$126.8K	42,120
VANGUARD FIDUCIARY TRUST CO	$85.8K	28,500
Performa Ltd (US), LLC	$75.3K	25,000
STATE STREET CORP	$59.3K	19,714
NORTHERN TRUST CORP	$45.6K	15,152

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Is BIRD a good stock to buy?

13F Pro's AI-powered analysis of Smartbird, Inc. (BIRD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BIRD are available on the BIRD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own BIRD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BIRD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Smartbird, Inc.'s investment landscape.