COLDSTREAM CAPITAL MANAGEMENT INC BIRD — ALLBIRDS INC

Ownership history in COLDSTREAM CAPITAL MANAGEMENT INC  ·  10 quarters on record

AI Ownership Summary

COLDSTREAM CAPITAL MANAGEMENT INC reported ALLBIRDS INC (BIRD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows BIRD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COLDSTREAM CAPITAL MANAGEMENT INC's position in ALLBIRDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BIRD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIRD stock page COLDSTREAM CAPITAL MANAGEMENT INC fund profile COLDSTREAM CAPITAL MANAGEMENT INC full holdings
How COLDSTREAM CAPITAL MANAGEMENT INC held BIRD — position size vs. price
% of Fund (quarterly)    BIRD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,188 +501 +4.7% 0.00% $34K 2026-05-08 $5.60
2025 Q4 REDUCED — — — 10,687 -62 -0.6% 0.00% $44K 2026-02-09 $3.33
2025 Q3 REDUCED — — — 10,749 -1 -0.0% 0.00% $61K 2025-11-19 $4.39
2025 Q2 ADDED — — — 10,750 +62 +0.6% 0.00% $114K 2025-08-12 $6.75
2025 Q1 REDUCED 5.5% +65.1% ❌ 10,688 -623 -5.5% 0.00% $69K 2025-05-13 $5.55
2024 Q4 ADDED — — — 11,311 +52 +0.5% 0.00% $79K 2025-02-14 $7.58
2024 Q3 REDUCED 95.0% -39.2% ✅ 11,259 -212,529 -95.0% 0.00% $133K 2024-11-18 $7.42
2024 Q2 UNCHANGED — — — 223,788 — 0% 0.00% $112K 2024-08-07 $12.24
2024 Q1 UNCHANGED — — — 223,788 — 0% 0.00% $155K 2024-05-14 $14.70
2023 Q4 INITIATED — — — 223,788 — — 0.01% $274K 2024-02-09 $19.30

🏢 Other funds also holding BIRD

As of 2026 Q1 — sorted by position size

Spark Investment Management LLC 3Y 7Y 0.42% Performa Ltd (US), LLC 3Y 7Y 0.02% Finley Financial, LLC 0.01% Trellis Wealth Advisors LLC 0.01% Arnhold LLC 3Y 7Y 0.0% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0% FMR LLC 3Y 7Y 0.0% Parallel Advisors, LLC 3Y 7Y 0.0% VANGUARD FIDUCIARY TRUST CO 0.0%

FAQ About COLDSTREAM CAPITAL MANAGEMENT INC and BIRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has COLDSTREAM CAPITAL MANAGEMENT INC reported owning BIRD?

COLDSTREAM CAPITAL MANAGEMENT INC reported BIRD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BIRD position in COLDSTREAM CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for BIRD was 0.01% in 2023 Q4.

What is the latest reported BIRD position on this page?

The most recent filing on this page is 2026 Q1, when COLDSTREAM CAPITAL MANAGEMENT INC reported 11,188 shares, equal to 0.00% of portfolio, with an estimated market value of $34K.

What does the chart on this BIRD ownership page compare?

The chart compares COLDSTREAM CAPITAL MANAGEMENT INC's quarterly BIRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COLDSTREAM CAPITAL MANAGEMENT INC time their BIRD position?

Based on 13F filing dates vs. subsequent BIRD price moves, COLDSTREAM CAPITAL MANAGEMENT INC correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on BIRD relative to SPY over the holding period was -52.1%.

← Back to COLDSTREAM CAPITAL MANAGEMENT INC Holdings