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Smartbird, Inc. hedge fund holdings

BIRDNASDAQ
$3.37-0.13 (-3.58%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BIRD · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-44.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251014$5.16M$893K41Aug 14, 2025
Q3 20251111$315K$2.14M42Nov 14, 2025
Q4 20251011$316K$186K34Feb 14, 2026
Q1 202679$140K$267K35May 15, 2026
Q2 20262112$896K$643K39Aug 14, 2026

Quarterly action breakdown

Q2 2026
39 filers
New position
14
$601K+150K sh
Increased
7
$296K+74K sh
Reduced
7
-$599K-150K sh
Out / sold
5
-$43.5K-10.9K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Aspiriant, LLCNew Buy+$83.4K$83.4K0.00%Jul 20, 2026
Trellis Wealth Advisors LLCSell 100%-$32.2K$00.00%Jul 15, 2026
Spire Wealth ManagementNew Buy+$12K$12K0.00%Jul 15, 2026
Asset Dedication, LLCNew Buy+$143$1430.00%Jul 30, 2026
Strive Financial Group ,LLCNew Buy+$28$280.00%Aug 17, 2026
NBT Bank, N.A.New Buy+$8$80.00%Jul 29, 2026
Gilpin Wealth Management, LLCNew Buy+$4$40.00%Jul 24, 2026
Vermillion Wealth Management, Inc.Sell 100%-$3$00.00%Jul 16, 2026

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