Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Smartbird Inc (BIRD)

42 + Investors. Track Smart Money conviction in BIRD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — BIRD

Based on 43 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BIRD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 36% of 3.0Y high

36% of all-time peak
Only 43 funds hold BIRD today versus a peak of 119 funds at 2023 Q3 — just 36% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BIRD is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

25 buying21 selling
Last quarter: 25 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new BIRD position: 7 → 3 → 9 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 23% medium ■ 30% new
20 out of 43 hedge funds have held BIRD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +33% but shares only +4% — price-driven

Value
+32%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

9 → 7 → 3 → 9 → 18 new funds/Q
New funds entering each quarter: 7 → 3 → 9 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 26% newcomers

■ 58% veterans ■ 16% 1-2yr ■ 26% new
Entry-cohort mix of 43 holders: 25 (58%) are 2+ year veterans, 7 entered 1–2 years ago, and 11 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
12 of 43 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in BIRD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BIRD

In 2026 Q2, 25 hedge funds were net buyers of BIRD (18 opened a new position, 7 added to an existing one), while 21 reduced or exited (10 trimmed, 11 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 67% of total institutional value in BIRD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: BIRD

How many hedge funds hold BIRD — quarterly history vs. share price
Quarterly hedge fund ownership of BIRD vs. share price

Market Analysis: BIRD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BIRD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: BIRD
42 + Investors

Track Smart Money conviction in BIRD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 36 16.67%
13F Shares 1M 1M 0.87%
Total Value $6M $4M 32.6%
New Positions 17 9 +8
Increased Positions 7 8 -1
Closed Positions 11 13 -2
Reduced Positions 10 4 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BIRD

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Financial Highlights

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Institutional Holders (2026 Q2)

42 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BIRD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BIRD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spark Investment Management LLC 0.22% 27,634 $111K
2 Finley Financial, LLC 0.02% 10,000 $40K
3 Anson Funds Management LP 0.02% 64,304 $257K
4 Aspiriant, LLC 0.00% 20,853 $83K
5 Engineers Gate Manager LP 0.00% 18,228 $73K
6 Spire Wealth Management 0.00% 3,000 $12K
7 SBI Securities Co., Ltd. 0.00% 3,704 $15K
8 Hrt Financial LP 0.00% 40,322 $161K
9 Caitong International Asset Management Co., Ltd 0.00% 441 $2K
10 Tower Research Capital LLC (TRC) 0.00% 1,709 $7K
11 Fmr LLC 0.00% 720,365 $2.9M
12 Vanguard Fiduciary Trust Co 0.00% 42,391 $170K
13 Farther Finance Advisors, LLC 0.00% 1,008 $4K
14 Rockefeller Capital Management L.P. 0.00% 4,039 $16K
15 Vanguard Capital Management LLC 0.00% 214,233 $857K
16 UBS Group AG 0.00% 27,849 $111K
17 EverSource Wealth Advisors, LLC 0.00% 100 —
18 Strive Financial Group ,LLC 0.00% 7 —
19 Millstone Evans Group, LLC 0.00% 5 —
20 Asset Dedication, LLC 0.00% 36 —
21 Jane Street Group, LLC 0.00% 24,585 $98K
22 Jpmorgan Chase & Co 0.00% 24,151 $104K
23 BlackRock, Inc. 0.00% 80,861 $323K
24 Rothschild Investment LLC 0.00% 20 —
25 Gilpin Wealth Management, LLC 0.00% 1 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Smartbird Inc (BIRD)

What does the Smart Money Trend signal show for BIRD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BIRD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BIRD?

Slight buying edge — 54% buying: Last quarter: 25 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BIRD holders?

Elite ownership — 67% AUM from top-100 funds: 12 of 43 holders are among the 100 largest funds by AUM, controlling 67% of total institutional value in BIRD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BIRD?

47% of holders stayed for 2+ years: 20 out of 43 hedge funds have held BIRD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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