BIRDNasdaqServices-Computer Processing & Data PreparationFiscal year ends December 31
Smartbird, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 19, 2026
$2.33−0.04 (-1.89%)
Close on Oct 19, 2026
- Market cap
- $21.35M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
12.3%
1M of 12M shares
Institutional holders
42
16 new, 10 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $747.36K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 824,863 | 15.00% | 13G (passive) amendment | Jun 30, 2025 |
| Timothy O. Brown | 726,270 | 11.90% | 13G (passive) amendment | Sep 30, 2024 |
| Abigail P. Johnson | 720,365 | 11.50% | 13G (passive) amendment | Jun 30, 2026 |
| Ghost Angel LLC | 320,000 | 5.90% | 13G (passive) | Apr 3, 2025 |
| Joseph Zwillinger | 13,209,575 | 11.50% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BIRD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 720,365 | 6.10% | $2.88M | −104,498 | 0.00% |
| Vanguard Capital Management LLC | 214,233 | 1.81% | $856.93K | +5,814 | 0.00% |
| BlackRock, Inc. | 80,861 | 0.68% | $323.44K | +5,884 | 0.00% |
| Anson Funds Management LP | 64,304 | 0.54% | $257.22K | New | 0.02% |
| Geode Capital Management, LLC | 61,165 | 0.52% | $244.72K | −6,629 | 0.00% |
| Vanguard Fiduciary Trust Co | 42,391 | 0.36% | $169.56K | +13,891 | 0.00% |
| Hrt Financial LP | 40,322 | 0.34% | $161 | New | 0.00% |
| UBS Group AG | 27,849 | 0.24% | $111.40K | +21,637 | 0.00% |
| Spark Investment Management LLC | 27,634 | 0.23% | $110.54K | −30,000 | 0.22% |
| Jane Street Group, LLC | 24,585 | 0.21% | $98.34K | New | 0.00% |
| JPMorgan Chase & Co | 24,151 | 0.20% | $103.61K | +24,147 | 0.00% |
| Aspiriant, LLC | 20,853 | 0.18% | $83.41K | New | 0.00% |
| State Street Corp | 19,714 | 0.17% | $78.86K | – | 0.00% |
| Engineers Gate Manager LP | 18,228 | 0.15% | $72.91K | New | 0.00% |
| Virtu Financial LLC | 17,562 | 0.15% | $70 | New | 0.00% |
| Northern Trust Corp | 15,147 | 0.13% | $60.59K | −5 | 0.00% |
| Finley Financial, LLC | 10,000 | 0.08% | $40.00K | – | 0.02% |
| Rockefeller Capital Management L.P. | 4,039 | 0.03% | $16.16K | – | 0.00% |
| SBI Securities Co., Ltd. | 3,704 | 0.03% | $14.82K | +412 | 0.00% |
| Spire Wealth Management | 3,000 | 0.03% | $12.00K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 1M | 12.3% | 16 / 8 | 10 / 10 | 0M | 0M |
| Q1 2026 | 37 | 1M | 12.2% | 9 / 8 | 4 / 8 | 0M | 0M |
| Q4 2025 | 38 | 1M | 12.5% | 3 / 8 | 11 / 9 | 0M | 0M |
| Q3 2025 | 44 | 1M | 12.3% | 8 / 10 | 11 / 5 | 0M | 0M |
| Q2 2025 | 41 | 2M | 15.1% | 7 / 11 | 7 / 8 | 0M | 0M |
| Q1 2025 | 42 | 1M | 11.7% | 8 / 9 | 9 / 17 | 0M | 0M |
| Q4 2024 | 51 | 1M | 11.8% | 12 / 9 | 10 / 8 | 0M | 0M |
| Q3 2024 | 47 | 1M | 11.6% | 46 / 0 | 0 / 0 | 1M | 0M |
| Q2 2024 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BIRD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 150,702 | 1.28% | $602.81K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 63,531 | 0.54% | $254.12K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 31,218 | 0.26% | $128.62K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 20,182 | 0.17% | $80.73K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 9,007 | 0.08% | $37.11K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 7,663 | 0.06% | $31.57K | 0.00% | May 31, 2026 |
| Avantis U.S. Small Cap Equity ETF | 3,516 | 0.03% | $14.49K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 1,127 | 0.01% | $4.51K | 0.00% | Jun 30, 2026 |
| Knights of Columbus U.S. ALL CAP INDEX FUND | 33 | 0.00% | $73 | 0.00% | Jul 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -1,905 | -0.02% | -$7.62K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Nadia Catherine Carlsten | CEO, Director | 1,378,605 | 11.67% | Sep 3, 2026 |
| Joseph Vernachio | Chief Executive Officer, Director | 82,210 | 0.70% | Jun 3, 2026 |
| Ann Mitchell | Chief Financial Officer | 821,115 | 6.95% | Sep 21, 2026 |
| Richard W. Boyce | Director | 782,769 | 6.63% | Sep 22, 2026 |
| Lily Yan Hughes | Director | 147,222 | 1.25% | Jun 23, 2026 |
| Ann Freeman | Director | 14,507 | 0.12% | Jun 10, 2025 |
| Ravi Thanawala | Director | 14,534 | 0.12% | Jun 10, 2025 |
| Dan Levitan | Director, 10% owner | 11,789,447 | 99.83% | Jun 10, 2025 |
| Joseph Zwillinger | Director, 10% owner | 10,942,145 | 92.66% | Jun 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard W. Boyce Director | Sep 18, 2026 | Sale | −48,277 | $2.31 | $111.52K | 0 |
| Richard W. Boyce Director | Sep 18, 2026 | Conversion | +48,277 | – | – | 48,277 |
| Ann Mitchell Chief Financial Officer | Sep 18, 2026 | Sale | −19,508 | $2.30 | $44.87K | 821,115 |
| Ann Mitchell Chief Financial Officer | Sep 2, 2026 | Sale | −1,755 | $2.44 | $4.28K | 840,623 |
| Nadia Catherine Carlsten CEO, Director | Sep 2, 2026 | Returned to company | −36,315 | $2.44 | $88.61K | 1,378,605 |
| Richard W. Boyce Director | Aug 25, 2026 | Sale | −9,200 | $2.38 | $21.90K | 4,455 |
| Nadia Catherine Carlsten Chief Executive Officer, Director | Jun 25, 2026 | Sale | −117,459 | $4.21 | $494.50K | 1,414,920 |
| Lily Yan Hughes Director | Jun 18, 2026 | Award | +125,000 | – | – | 147,222 |
| Ann Mitchell Chief Financial Officer | Jun 18, 2026 | Award | +766,190 | – | – | 842,378 |
| Nadia Catherine Carlsten Chief Executive Officer, Director | Jun 18, 2026 | Award | +1,532,379 | – | – | 1,532,379 |
| Ann Mitchell Chief Financial Officer | Jun 2, 2026 | Sale | −1,587 | $4.52 | $7.17K | 76,188 |
| Joseph Vernachio Chief Executive Officer, Director | Jun 2, 2026 | Sale | −3,359 | $4.47 | $15.01K | 82,210 |
| Joseph Vernachio Chief Executive Officer, Director | Mar 3, 2026 | Sale | −4,413 | $2.69 | $11.87K | 85,569 |
| Ann Mitchell Chief Financial Officer | Mar 3, 2026 | Sale | −2,200 | $2.70 | $5.94K | 74,970 |
| Ann Mitchell Chief Financial Officer | Dec 2, 2025 | Sale | −1,837 | $4.87 | $8.95K | 77,170 |
| Joseph Vernachio Chief Executive Officer, Director | Dec 2, 2025 | Sale | −4,384 | $4.87 | $21.35K | 89,982 |
| Lily Yan Hughes Director | Oct 31, 2025 | Award | +22,222 | – | – | 22,222 |
| Ann Mitchell Chief Financial Officer | Sep 3, 2025 | Sale | −2,188 | $6.37 | $13.94K | 78,498 |
| Joseph Vernachio Chief Executive Officer, Director | Sep 3, 2025 | Sale | −3,666 | $6.37 | $23.35K | 94,366 |
| Richard W. Boyce Director | Jun 6, 2025 | Award | +6,200 | – | – | 13,655 |
| Dan Levitan Director, 10% owner | Jun 6, 2025 | Award | +6,200 | – | – | 23,653 |
| Ravi Thanawala Director | Jun 6, 2025 | Award | +6,200 | – | – | 14,534 |
| Joseph Zwillinger Director, 10% owner | Jun 6, 2025 | Award | +6,200 | – | – | 6,200 |
| Ann Freeman Director | Jun 6, 2025 | Award | +6,200 | – | – | 14,507 |
| Joseph Vernachio Chief Executive Officer, Director | Jun 3, 2025 | Sale | −4,450 | $7.15 | $31.82K | 98,032 |
| Ann Mitchell Chief Financial Officer | Jun 3, 2025 | Sale | −2,146 | $7.12 | $15.28K | 80,686 |
| Joseph Vernachio Chief Executive Officer, Director | Apr 18, 2025 | Award | +63,955 | – | – | 102,482 |
| Joseph Vernachio Chief Executive Officer, Director | Mar 3, 2025 | Sale | −2,483 | $6.13 | $15.22K | 38,527 |
| Ann Mitchell Chief Financial Officer | Mar 3, 2025 | Sale | −1,876 | $6.13 | $11.50K | 80,599 |
| Ann Mitchell Chief Financial Officer | Mar 1, 2025 | Award | +21,500 | – | – | 82,475 |
| Joseph Vernachio Chief Executive Officer, Director | Dec 2, 2024 | Sale | −2,532 | $8.19 | $20.74K | 41,010 |
| Ann Mitchell Chief Financial Officer | Dec 2, 2024 | Sale | −1,502 | $8.08 | $12.14K | 60,975 |
| Ann Mitchell Chief Financial Officer | Nov 11, 2024 | Buy | +600 | $8.16 | $4.90K | 62,477 |
| Ravi Thanawala Director | Sep 10, 2024 | Award | +8,334 | – | – | 8,334 |
| Ann Mitchell Chief Financial Officer | Sep 3, 2024 | Sale | −17,519 | $0.60 | $10.51K | 804,505 |
| Joseph Vernachio Chief Executive Officer, Director | Sep 3, 2024 | Sale | −47,351 | $0.60 | $28.41K | 870,736 |
| Ann Mitchell Chief Financial Officer | Sep 1, 2024 | Award | +20,000 | – | – | 60,226 |
| Ann Mitchell Chief Financial Officer | Aug 14, 2024 | Buy | +10,000 | $0.65 | $6.50K | 822,024 |
| Timothy O. Brown & Lindsay T. Brown, as Trustees of the Grenadier Trust Under Revocable Trust Agreement Dated January 22, 2018 10% owner | Aug 12, 2024 | Sale | −50,000 | $0.59 | $29.50K | 0 |
| Dan Levitan Director, 10% owner | Jun 7, 2024 | Award | +60,000 | – | – | 349,080 |
| Richard W. Boyce Director | Jun 7, 2024 | Award | +60,000 | – | – | 149,080 |
| Ann Freeman Director | Jun 7, 2024 | Award | +60,000 | – | – | 166,121 |
| Neil Harris Blumenthal Director | Jun 7, 2024 | Award | +60,000 | – | – | 149,080 |
| Mandy J. Fields Director | Jun 7, 2024 | Award | +60,000 | – | – | 149,080 |
| Dan Levitan Director, 10% owner | Jun 7, 2024 | Buy | +71,175 | $0.55 | $39.15K | 289,080 |
| Dan Levitan Director, 10% owner | Jun 6, 2024 | Buy | +28,825 | $0.54 | $15.57K | 217,905 |
| Joseph Vernachio Chief Executive Officer, Director | Jun 3, 2024 | Sale | −58,510 | $0.56 | $32.77K | 918,087 |
| Ann Mitchell Chief Financial Officer | Jun 3, 2024 | Sale | −62,486 | $0.56 | $34.99K | 812,024 |
| Ann Mitchell Chief Financial Officer | May 20, 2024 | Buy | +10,000 | $0.72 | $7.20K | 874,510 |
| Joseph Vernachio Chief Executive Officer, Director | Mar 15, 2024 | Award | +654,857 | – | – | 976,597 |
| Joseph Vernachio Chief Operating Officer | Mar 1, 2024 | Sale | −23,935 | $0.91 | $21.78K | 321,740 |
| Joseph Vernachio Chief Operating Officer | Dec 4, 2023 | Sale | −17,341 | $1.05 | $18.21K | 345,675 |
| Ann Mitchell Chief Financial Officer | Nov 13, 2023 | Buy | +10,000 | $0.68 | $6.80K | 844,101 |
| Joseph Vernachio Chief Operating Officer | Sep 5, 2023 | Sale | −5,790 | $1.27 | $7.35K | 363,016 |
| Ann Freeman Director | Jun 9, 2023 | Award | +58,593 | – | – | 106,121 |
| Dan Levitan Director, 10% owner | Jun 9, 2023 | Award | +58,593 | – | – | 189,080 |
| Richard W. Boyce Director | Jun 9, 2023 | Award | +58,593 | – | – | 89,080 |
| Neil Harris Blumenthal Director | Jun 9, 2023 | Award | +58,593 | – | – | 89,080 |
| Mandy J. Fields Director | Jun 9, 2023 | Award | +58,593 | – | – | 89,080 |
| Joseph Vernachio Chief Operating Officer | Jun 2, 2023 | Sale | −5,132 | $1.28 | $6.57K | 368,806 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Wallace Boyce Richard Director | Sep 18, 2026 | 48,277 | $117.80K | Sep 18, 2026 | Pre-IPO Investment |
| Ann Mitchell Officer | Sep 18, 2026 | 19,508 | $44.80K | Sep 18, 2026 | Restricted Stock Lapse - See Remarks |
| Ann Mitchell Officer | Sep 2, 2026 | 1,755 | $4.28K | Sep 2, 2026 | Restricted Stock Lapse - See Remarks |
| Nadia Catherine Carlsten Officer, Director | Sep 2, 2026 | 36,315 | $88.34K | Sep 2, 2026 | Restricted Stock Lapse - See Remarks |
| Richard W. Boyce Director | Aug 25, 2026 | 9,200 | $21.87K | Aug 25, 2026 | Restricted Stock Lapse |
| Nadia Catherine Carlsten Officer, Director | Jun 26, 2026 | 117,459 | $494.63K | Jun 25, 2026 | Restricted Stock Lapse - See Remarks |
| Joseph Vernachio Former Affiliate | Jun 23, 2026 | 29,453 | $152.84K | Jun 23, 2026 | Restricted Stock Lapse - See Remarks |
| Joseph Vernachio Officer, Director | Jun 2, 2026 | 3,359 | $15.01K | Jun 2, 2026 | Restricted Stock Lapse - See Remarks |
| Ann Mitchell Officer | Jun 2, 2026 | 1,587 | $7.17K | Jun 2, 2026 | Restricted Stock Lapse - See Remarks |
| Joseph Vernachio Officer, Director | Mar 3, 2026 | 4,413 | $11.87K | Mar 3, 2026 | Restricted Stock Lapse - See Remarks |
| Ann Mitchell Officer | Mar 3, 2026 | 2,200 | $5.93K | Mar 3, 2026 | Restricted Stock Lapse - See Remarks |
| Ann Mitchell Officer | Dec 2, 2025 | 1,837 | $8.95K | Dec 2, 2025 | Restricted Stock Lapse - See Remarks |
| Joseph Vernachio Officer, Director | Dec 2, 2025 | 4,384 | $21.33K | Dec 2, 2025 | Restricted Stock Lapse - See Remarks |
| Joseph Vernachio Officer, Director | Sep 3, 2025 | 3,666 | $23.35K | Sep 3, 2025 | Restricted Stock Lapse - See Remarks |
| Ann Mitchell Officer | Sep 3, 2025 | 2,188 | $13.93K | Sep 3, 2025 | Restricted Stock Lapse - See Remarks |