Blue Bird Corp (BLBD) shareholders
BLBDNasdaqTruck & Bus BodiesFiscal year ends October 3
Financials through Q3 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 5, 2026Score 20/3038% below fair value
$55.43−0.02 (-0.04%)
Close on Nov 13, 2026Market cap $1.76BP/E 6.7Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
32M of 32M shares
Institutional holders
304
55 new, 34 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 7 sales
Net sold $2.27M
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 |
|---|---|---|---|---|
| Abigail P. Johnson Joint filing with FMR LLC (11.50%) | 3,635,853 | 11.50% | 13G (passive) amendment | Sep 30, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (10.20%) | 3,218,919 | 10.20% | 13G (passive) amendment | Aug 31, 2026 |
| Groupe Autobus Girardin Ltee | 2,702,180 | 7.88% | 13D (active) | Apr 1, 2026 |
| BlackRock, Inc. | 2,421,222 | 7.50% | 13G (passive) amendment | Mar 31, 2025 |
| Stowers Institute for Medical Research Joint filing with American Century Investment Management, Inc. (7.20%), American Century Companies, Inc. (7.20%) | 2,267,131 | 7.20% | 13G (passive) amendment | Jun 30, 2025 |
| American Century Investment Management, Inc. Joint filing with American Century Companies, Inc. (5.70%), Stowers Institute for Medical Research (5.70%) | 1,825,754 | 5.70% | 13G (passive) | Mar 31, 2025 |
| American Century Companies, Inc. Joint filing with American Century Investment Management, Inc. (5.60%), Stowers Institute for Medical Research (5.60%) | 1,792,771 | 5.60% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 1,624,951 | 5.14% | 13G (passive) | Mar 31, 2026 |
| Millennium Management LLC Joint filing with Millennium Group Management LLC (5.20%), Israel A. Englander (5.20%) | 1,616,752 | 5.20% | 13G (passive) | Oct 13, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BLBD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 3,017,353 | 9.53% | $238.25M | +475,970 | 0.01% |
| BlackRock, Inc. | 2,627,824 | 8.30% | $207.49M | +37,751 | 0.00% |
| American Century Companies Inc | 1,596,312 | 5.04% | $126.04M | −164,339 | 0.06% |
| Vanguard Capital Management LLC | 1,401,431 | 4.42% | $110.66M | +10,824 | 0.00% |
| Westwood Holdings Group Inc | 1,240,236 | 3.92% | $97.93M | −414,534 | 0.74% |
| Jupiter Topco LLC | 1,193,431 | 3.77% | $94.22M | New | 0.04% |
| Wellington Management Group Llp | 995,188 | 3.14% | $78.58M | −22,979 | 0.01% |
| Geode Capital Management, LLC | 874,048 | 2.76% | $69.03M | +46,926 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 818,481 | 2.58% | $64.63M | +622,631 | 0.01% |
| Bank Of America Corp /De/ | 805,031 | 2.54% | $63.57M | +275,686 | 0.00% |
| State Street Corp | 803,872 | 2.54% | $63.47M | +51,559 | 0.00% |
| Dimensional Fund Advisors LP | 719,465 | 2.27% | $56.81M | +30,534 | 0.01% |
| 325 Capital LLC | 711,390 | 2.25% | $56.17M | +31,564 | 13.39% |
| Allspring Global Investments Holdings, LLC | 662,955 | 2.09% | $51.63M | +156,290 | 0.08% |
| Neumeier Poma Investment Counsel LLC | 647,540 | 2.04% | $51.13M | +22,345 | 3.50% |
| Deroy & Devereaux Private Investment Counsel Inc | 604,597 | 1.91% | $47.74M | −15,747 | 1.99% |
| Goldman Sachs Group Inc | 578,967 | 1.83% | $45.72M | +53,062 | 0.00% |
| Oberweis Asset Management Inc/ | 529,838 | 1.67% | $41.84M | +140,600 | 0.86% |
| abrdn plc | 515,863 | 1.63% | $40.73M | New | 0.06% |
| Vanguard Portfolio Management LLC | 454,852 | 1.44% | $35.92M | +29,412 | 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 | 304 | 32M | 100.0% | 55 / 114 | 102 / 34 | 5M | 5M |
| Q1 2026 | 288 | 33M | 100.0% | 53 / 99 | 102 / 29 | 6M | 4M |
| Q4 2025 | 267 | 34M | 100.0% | 33 / 111 | 84 / 29 | 4M | 5M |
| Q3 2025 | 269 | 35M | 100.0% | 65 / 78 | 93 / 25 | 7M | 6M |
| Q2 2025 | 232 | 34M | 100.0% | 42 / 73 | 89 / 41 | 3M | 5M |
| Q1 2025 | 232 | 36M | 100.0% | 41 / 88 | 77 / 39 | 6M | 4M |
| Q4 2024 | 233 | 34M | 100.0% | 49 / 90 | 72 / 69 | 9M | 5M |
| Q3 2024 | 257 | 31M | 96.7% | 51 / 109 | 76 / 37 | 8M | 4M |
| Q2 2024 | 244 | 29M | 91.1% | 78 / 68 | 86 / 20 | 5M | 7M |
| Q1 2024 | 187 | 31M | 97.2% | 59 / 68 | 48 / 29 | 8M | 9M |
| Q4 2023 | 158 | 31M | 97.5% | 40 / 73 | 39 / 14 | 8M | 6M |
| Q3 2023 | 132 | 29M | 92.4% | 25 / 56 | 37 / 22 | 5M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
314 funds held BLBD in Q2 2026, 34% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BLBD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 1,069,284 | 3.38% | $72.47M | 0.27% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,006,122 | 3.18% | $79.44M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 829,255 | 2.62% | $65.48M | 0.08% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 693,740 | 2.19% | $51.61M | 0.59% | Jul 31, 2026 |
| Fidelity Small Cap Value Fund | 558,166 | 1.76% | $41.52M | 0.76% | Jul 31, 2026 |
| Oberweis Micro-Cap Fund | 511,400 | 1.61% | $40.38M | 2.50% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 404,800 | 1.28% | $30.11M | 0.41% | Jul 31, 2026 |
| Castellan Targeted Equity ETF | 364,938 | 1.15% | $24.73M | 4.05% | May 29, 2026 |
| Vanguard Extended Market Index Fund | 363,026 | 1.15% | $28.66M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Growth K6 Fund | 354,490 | 1.12% | $26.37M | 0.57% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 348,887 | 1.10% | $25.95M | 0.08% | Jul 31, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 322,800 | 1.02% | $25.49M | 0.26% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 294,673 | 0.93% | $23.27M | 0.15% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 260,619 | 0.82% | $19.39M | 0.41% | Jul 31, 2026 |
| Fidelity Advisor Small Cap Fund | 252,014 | 0.80% | $17.08M | 0.72% | May 31, 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 |
|---|---|---|---|---|
| John Wyskiel | President & CEO, Director | 88,088 | 0.28% | Dec 4, 2025 |
| Jeffrey Scott Sanfrey | Chief Operating Officer | 35,011 | 0.11% | Sep 18, 2026 |
| Razvan Radulescu | Chief Financial Officer | 42,255 | 0.13% | Feb 20, 2026 |
| Ted Scartz | SVP General Counsel | 59,910 | 0.19% | Dec 16, 2025 |
| Daniel Mark Thau | Director | 9,046 | 0.03% | Aug 13, 2026 |
| Steve Girardin | Director | 2,298 | 0.01% | Apr 9, 2026 |
| Mark Blaufuss | Director | 10,334 | 0.03% | Apr 2, 2026 |
| Douglas J. Grimm | Director | 28,764 | 0.09% | Apr 2, 2026 |
| Kevin S. Penn | Director | 6,396 | 0.02% | Apr 2, 2026 |
| Edward T. Hightower | Director | 6,396 | 0.02% | Apr 2, 2026 |
| Simon J. Newman | Director | 10,334 | 0.03% | Apr 2, 2026 |
| Julie A. Fream | Director | 9,705 | 0.03% | Apr 2, 2026 |
| Phil Horlock | Director | 225,385 | 0.71% | Dec 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeffrey Scott Sanfrey Chief Operating Officer | Sep 16, 2026 | Sale | −4,000 | $62.40 | $249.60K | 35,011 |
| Daniel Mark Thau Director | Aug 12, 2026 | Buy | +350 | $64.37 | $22.53K | 9,046 |
| Daniel Mark Thau Director | May 19, 2026 | Buy | +300 | $65.09 | $19.53K | 8,696 |
| Steve Girardin Director | Apr 1, 2026 | Award | +2,297 | – | – | 2,297 |
| Steve Girardin Director | Apr 1, 2026 | Award | +1 | – | – | 1 |
| Kevin S. Penn Director | Apr 1, 2026 | Award | +2,297 | – | – | 6,396 |
| Simon J. Newman Director | Apr 1, 2026 | Award | +2,297 | – | – | 10,334 |
| Edward T. Hightower Director | Apr 1, 2026 | Award | +2,297 | – | – | 6,396 |
| Daniel Mark Thau Director | Apr 1, 2026 | Award | +2,297 | – | – | 8,396 |
| Mark Blaufuss Director | Apr 1, 2026 | Award | +2,297 | – | – | 10,334 |
| Douglas J. Grimm Director | Apr 1, 2026 | Award | +2,297 | – | – | 28,764 |
| Julie A. Fream Director | Apr 1, 2026 | Award | +2,297 | – | – | 9,705 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Mar 4, 2026 | Sale | −5,192 | $58.54 | $303.94K | 39,011 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Mar 4, 2026 | Option exercise | +5,192 | $12.35 | $64.12K | 44,203 |
| Razvan Radulescu Chief Financial Officer | Feb 19, 2026 | Sale | −3,925 | $60.98 | $239.35K | 42,255 |
| Razvan Radulescu Chief Financial Officer | Dec 17, 2025 | Sale(10b5-1 plan) | −7,006 | $51.58 | $361.37K | 46,180 |
| Razvan Radulescu Chief Financial Officer | Dec 17, 2025 | Option exercise | +3,503 | $12.35 | $43.26K | 53,186 |
| Razvan Radulescu Chief Financial Officer | Dec 17, 2025 | Option exercise | +3,503 | $12.35 | $43.26K | 49,683 |
| Phil Horlock Director | Dec 12, 2025 | Sale | −8,341 | $50.35 | $419.97K | 225,385 |
| Phil Horlock Director | Dec 12, 2025 | Sale | −7,040 | $50.50 | $355.52K | 233,726 |
| Razvan Radulescu Chief Financial Officer | Dec 12, 2025 | Tax withholding | −2,907 | $50.36 | $146.40K | 46,180 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 12, 2025 | Tax withholding | −549 | $50.36 | $27.65K | 39,011 |
| Ted Scartz SVP General Counsel | Dec 12, 2025 | Tax withholding | −626 | $50.36 | $31.53K | 59,910 |
| Razvan Radulescu Chief Financial Officer | Dec 10, 2025 | Sale(10b5-1 plan) | −7,984 | $50.39 | $402.31K | 49,087 |
| Razvan Radulescu Chief Financial Officer | Dec 6, 2025 | Tax withholding | −3,287 | $51.27 | $168.52K | 57,071 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 6, 2025 | Tax withholding | −753 | $51.27 | $38.61K | 39,560 |
| Ted Scartz SVP General Counsel | Dec 6, 2025 | Tax withholding | −881 | $51.27 | $45.17K | 60,536 |
| Daniel Mark Thau Director | Dec 4, 2025 | Buy | +400 | $51.05 | $20.42K | 6,099 |
| John Wyskiel President & CEO, Director | Dec 2, 2025 | Tax withholding | −14,447 | $50.70 | $732.46K | 88,088 |
| John Wyskiel President & CEO, Director | Dec 2, 2025 | Award | +19,332 | – | – | 107,420 |
| John Wyskiel President & CEO, Director | Dec 2, 2025 | Award | +28,999 | – | – | 136,419 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 2, 2025 | Award | +6,154 | – | – | 40,313 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 2, 2025 | Award | +4,103 | – | – | 34,159 |
| Jeffrey Scott Sanfrey Chief Operating Officer | Dec 2, 2025 | Tax withholding | −780 | $50.70 | $39.55K | 30,056 |
| Razvan Radulescu Chief Financial Officer | Dec 2, 2025 | Award | +8,876 | – | – | 47,044 |
| Razvan Radulescu Chief Financial Officer | Dec 2, 2025 | Tax withholding | −2,626 | $50.70 | $133.14K | 38,168 |
| Razvan Radulescu Chief Financial Officer | Dec 2, 2025 | Award | +13,314 | – | – | 60,358 |
| Ted Scartz SVP General Counsel | Dec 2, 2025 | Tax withholding | −820 | $50.70 | $41.57K | 47,949 |
| Ted Scartz SVP General Counsel | Dec 2, 2025 | Award | +8,081 | – | – | 61,417 |
| Ted Scartz SVP General Counsel | Dec 2, 2025 | Award | +5,387 | – | – | 53,336 |
| Phil Horlock Director | Sep 12, 2025 | Option exercise | +13,578 | $20.26 | $275.09K | 254,344 |
| Phil Horlock Director | Sep 12, 2025 | Sale | −13,578 | $58.00 | $787.52K | 240,766 |
| Razvan Radulescu Chief Financial Officer | Sep 2, 2025 | Sale | −6,709 | $57.41 | $385.16K | 40,794 |
| Phil Horlock Director | Aug 28, 2025 | Sale | −13,000 | $59.02 | $767.26K | 240,766 |
| Phil Horlock Director | Aug 28, 2025 | Option exercise | +13,000 | $20.26 | $263.38K | 253,766 |
| Phil Horlock Director | Aug 18, 2025 | Sale | −21,129 | $58.16 | $1.23M | 240,766 |
| Phil Horlock Director | Aug 18, 2025 | Option exercise | +21,129 | $16.99 | $358.98K | 261,895 |
| Phil Horlock Director | Aug 15, 2025 | Option exercise | +21,129 | $16.99 | $358.98K | 261,895 |
| Phil Horlock Director | Aug 15, 2025 | Sale | −21,129 | $57.18 | $1.21M | 240,766 |
| Phil Horlock Director | Aug 13, 2025 | Sale | −15,848 | $56.06 | $888.44K | 240,766 |
| Phil Horlock Director | Aug 13, 2025 | Option exercise | +15,848 | $16.99 | $269.26K | 256,614 |
| Ted Scartz SVP General Counsel | Aug 12, 2025 | Sale | −8,877 | $55.22 | $490.19K | 48,769 |
| Ted Scartz SVP General Counsel | Aug 12, 2025 | Option exercise | +2,959 | $12.35 | $36.54K | 57,646 |
| Ted Scartz SVP General Counsel | Aug 12, 2025 | Option exercise | +5,918 | $12.35 | $73.09K | 54,687 |
| Phil Horlock Director | Aug 8, 2025 | Sale(10b5-1 plan) | −30,000 | $60.00 | $1.80M | 240,766 |
| Razvan Radulescu Chief Financial Officer | Aug 8, 2025 | Sale(10b5-1 plan) | −700 | $60.02 | $42.01K | 47,503 |
| Razvan Radulescu Chief Financial Officer | Aug 7, 2025 | Sale(10b5-1 plan) | −10,000 | $53.21 | $532.10K | 48,203 |
| Razvan Radulescu Chief Financial Officer | Jul 8, 2025 | Sale(10b5-1 plan) | −10,000 | $45.19 | $451.90K | 58,203 |
| Razvan Radulescu Chief Financial Officer | Jul 2, 2025 | Tax withholding | −3,607 | $45.45 | $163.94K | 68,203 |
| Razvan Radulescu Chief Financial Officer | Jul 1, 2025 | Tax withholding | −16,854 | $44.20 | $744.95K | 71,810 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
15.46%
4M shares short
Days to cover
6.3
At 1M shares a day
Change since last report
+3.5%
From 4M shares
Short volume, 20 days
64.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Blue Bird's stock actually held short. Settlement fails (shares not delivered on time) peaked at 5,700 shares on Oct 14, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jeffrey Scott Sanfrey Officer | Sep 18, 2026 | 4,000 | $249.60K | Sep 16, 2026 | RSU Vesting |
| Jeffrey Scott Sanfrey Officer | Mar 4, 2026 | 5,192 | $304.00K | Mar 4, 2026 | Stock Option Exercise |
| Razvan Radulescu Officer | Feb 20, 2026 | 3,925 | $239.35K | Feb 19, 2026 | RSU Vesting |
| Razvan Radulescu Officer | Dec 17, 2025 | 7,006 | $359.00K | Dec 17, 2025 | Stock Option Exercise |
| Phil Horlock Director | Dec 12, 2025 | 15,381 | $773.00K | Dec 12, 2025 | RSU vesting |
| Razvan Radulescu Officer | Dec 10, 2025 | 7,984 | $406.00K | Dec 10, 2025 | RSU Vesting |
| Razvan Radulescu Officer | Sep 2, 2025 | 6,709 | $390.00K | Sep 2, 2025 | RSU Vesting |
| Phil Horlock Director | Aug 13, 2025 | 84,684 | $4.78M | Aug 13, 2025 | Stock option exercise |
| Ted Scartz Officer | Aug 12, 2025 | 8,877 | $490.19K | Aug 11, 2025 | Stock option exercise |
| Razvan Radulescu Officer | Aug 8, 2025 | 1,000 | $60.00K | Aug 8, 2025 | RSU Vesting |
| Phil Horlock Director | Aug 8, 2025 | 30,000 | $1.80M | Aug 8, 2025 | RSU Vesting |
| Razvan Radulescu Officer | Aug 7, 2025 | 10,000 | $540.00K | Aug 7, 2025 | RSU Vesting |
| Razvan Radulescu Officer | Jul 8, 2025 | 10,000 | $450.00K | Jul 8, 2025 | RSU Vesting |
| Phil Horlock Director | Jun 9, 2025 | 121,708 | $4.93M | Jun 11, 2025 | Stock option exercise |
| Razvan Radulescu Officer | Feb 10, 2025 | 2,848 | $108.25K | Feb 10, 2025 | Stock Option Exercise |
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