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Smartbird Ownership | Who Owns Smartbird?


OverviewForecastRevenueFinancialsChartTranscripts

Smartbird Ownership Summary


Smartbird is owned by 16.32% institutional investors, 10.08% insiders, and 73.60% retail investors. Fmr is the largest institutional shareholder, holding 10.11% of BIRD shares. Fidelity Canadian Growth Company Sr B is the top mutual fund, with 2.95% of its assets in Smartbird shares.

BIRD Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSmartbird16.32%10.08%73.60%
SectorConsumer Cyclical Stocks 207.82%15.89%-123.71%
IndustryFootwear & Accessories Stocks 67.08%10.47%22.44%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr824.86K10.11%$2.48M
Vanguard group240.64K2.95%$986.61K
Blackrock funding, inc. /de74.98K0.92%$225.68K
Millennium management1.42M0.91%$707.61K
Geode capital management67.79K0.83%$204.10K
Blackrock1.25M0.81%$626.73K
Spark investment management57.63K0.71%$173.48K
Two sigma advisers, lp823.70K0.53%$411.85K
Vanguard fiduciary trust28.50K0.35%$85.78K
State street19.71K0.24%$59.34K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Spark investment management57.63K0.42%$173.48K
Finley financial10.00K0.01%$30.10K
Pdt partners15.34K0.01%$87.00K
Two sigma advisers, lp823.70K0.00%$411.85K
Millennium management1.42M0.00%$707.61K
Sbi securities3.29K0.00%$9.91K
Crowley wealth management27.000.00%$153.00
Parallel advisors1.10K0.00%$3.32K
Westside investment management925.000.00%$463.00
Fmr824.86K0.00%$2.48M

Top Buyers

HolderShares% AssetsChange
Millennium management1.42M0.00%1.42M
Bank of america corp /de/93.17K-43.28K
Russell investments group32.57K-32.57K
Vanguard fiduciary trust28.50K-28.50K
Aqr capital management19.06K-19.06K

Top Sellers

HolderShares% AssetsChange
Blackrock1.25M--5.08M
Oasis management---2.51M
Nuveen asset management---603.79K
Baillie gifford---532.50K
Y-intercept (hong kong)---372.85K

New Positions

HolderShares% AssetsChangeValue
Millennium management1.42M0.00%1.42M$707.61K
Russell investments group32.57K-32.57K$16.29K
Vanguard fiduciary trust28.50K-28.50K$85.78K
Aqr capital management19.06K-19.06K$9.53K
Macquarie group4.96K-4.96K$2.48K

Sold Out

HolderChange
Point72 (difc)-1.00
Vermillion wealth management-1.00
Eukles asset management-1.00
Citigroup-1.00
Gilpin wealth management-1.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20264418.92%1,495,6444.11%165.33%2644.44%10150.00%
Mar 31, 202618-51.35%376,991-74.53%41.41%9-18.18%1-90.91%
Dec 31, 202511-74.42%310,317-78.57%31.19%--100.00%5-44.44%
Sep 30, 202515-61.54%290,631-83.53%30.76%6-64.71%1-83.33%
Jun 30, 202541-1,783,31028.83%227.40%18-7-22.22%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Fidelity Canadian Growth Company Sr B259.76K2.95%-
Fidelity Global Innovators Cl F191.63K2.18%-303.00
Vanguard US Total Market Shares ETF155.96K1.95%1.96K
Vanguard Total Stock Mkt Idx Inv150.70K1.71%-
Vanguard Morn Total Stk Mkt Idx Investor150.70K1.71%-
Fidelity Special Situations Series F130.79K1.49%-
Vanguard MStar Total Stk Mkt Idx Invest150.70K1.28%-
Vanguard Institutional Extnd Mkt Idx Tr63.53K0.72%-
Bridgeway Ultra-Small Company42.12K0.48%7.19K
Fidelity Global Innovators ETF Sr L39.22K0.45%-

Recent Insider Transactions


DateNameRoleActivityValue
Sep 18, 2026BOYCE RICHARD W-Sell$111.52K
Sep 18, 2026Mitchell Ann Chief Financial OfficerSell$44.87K
Sep 02, 2026Mitchell Ann Chief Financial OfficerSell$4.28K
Aug 25, 2026BOYCE RICHARD W-Sell$21.90K
Jun 25, 2026Carlsten Nadia Catherine Chief Executive OfficerSell$494.63K

Insider Transactions Trends


DateBuySell
2026 Q3-4
2026 Q2-1
2026 Q1-2
2025 Q4-2
2025 Q3-2

BIRD Ownership FAQ


Who Owns Smartbird?

Smartbird shareholders are primarily institutional investors at 16.32%, followed by 10.08% insiders and 73.60% retail investors. The average institutional ownership in Smartbird's industry, Footwear & Accessories Stocks , is 67.08%, which Smartbird falls below.

Who owns the most shares of Smartbird?

Smartbird’s largest shareholders are Fmr (824.86K shares, 10.11%), Vanguard group (240.64K shares, 2.95%), and Blackrock funding, inc. /de (74.98K shares, 0.92%). Together, they hold 13.97% of Smartbird’s total shares outstanding.

Does Blackrock own Smartbird?

Yes, BlackRock owns 0.81% of Smartbird, totaling 1.25M shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 626.73K$. In the last quarter, BlackRock decreased its holdings by -5.082M shares, a -80.21% change.

Who is Smartbird’s biggest shareholder by percentage of total assets invested?

Spark investment management is Smartbird’s biggest shareholder by percentage of total assets invested, with 0.42% of its assets in 57.63K Smartbird shares, valued at 173.48K$.

Who is the top mutual fund holder of Smartbird shares?

Fidelity Canadian Growth Company Sr B is the top mutual fund holder of Smartbird shares, with 2.95% of its total shares outstanding invested in 259.76K Smartbird shares.

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