Cross-institution positioning
Aug 6, 2026Reduction leaning. 1 reducing across 1 comparable institution.
Source: Schedule 13 researchBIRD Institutional Ownership
Smartbird, Inc.
Latest stored close $2.88 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
44/100
2 tracked · 1 comparable
Latest filing
Aug 6, 2026
Positive breadth
1 positive · 1 negative
Recent close
$2.88
Research confidence
Limited
Institutional Research 29/100 · 0 accumulating · 1 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported1
Reducing / exited
1
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 44/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 1 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
42/100
Insiders
34/100
Fundamentals
57/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 0 reduced/exited, and 1 unchanged across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 4 sales by 2 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 1, 20264 non-amendment material events in the last 90 days; Latest classified evidence: Shareholder vote results. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 19, 2026Net income -5.6% YoY; Free cash flow +57.5% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 1% through its reported 52-week range; -60.4% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Aug 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Vanguard Group
Filed Nov 12, 2024
Direction locked
Fidelity / FMR
Filed Aug 6, 2026
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Vanguard Group
Filed Nov 12, 2024
Fidelity / FMR
Filed Aug 6, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales22 reporting owner(s)
90-day purchase breadth0
90-day sale breadth2Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Kasun Daniel Martin | AGrant, award, or other acquisition | Class A Common Stock | 57.3K | $3.49 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | Mora Elizabeth | AGrant, award, or other acquisition | Class A Common Stock | 57.3K | $3.49 | Direct | Oct 5, 2026 |
| Sep 30, 2026 | Brown Timothy O. | AGrant, award, or other acquisition | Class A Common Stock | 57.5K | $2.61 | Direct | Oct 2, 2026 |
| Sep 18, 2026 | BOYCE RICHARD W | CConversion of derivative · derivative | Class B Common | 48.3K | — | Indirect | Sep 22, 2026 |
| Sep 18, 2026 | BOYCE RICHARD W | SOpen-market or private sale | Class A Common Stock | 48.3K | $2.31 | Indirect | Sep 22, 2026 |
| Sep 18, 2026 | BOYCE RICHARD W | CConversion of derivative | Class A Common Stock | 48.3K | — | Indirect | Sep 22, 2026 |
| Sep 18, 2026 | Mitchell Ann | SOpen-market or private sale | Class A Common Stock | 19.5K | $2.30 | Direct | Sep 21, 2026 |
| Sep 2, 2026 | Carlsten Nadia Catherine | DDisposition to issuer | Class A Common Stock | 36.3K | $2.44 | Direct | Sep 3, 2026 |
| Sep 2, 2026 | Mitchell Ann | SOpen-market or private sale | Class A Common Stock | 1.8K | $2.44 | Direct | Sep 3, 2026 |
| Aug 25, 2026 | BOYCE RICHARD W | SOpen-market or private sale | Class A Common Stock | 9.2K | $2.38 | Direct | Aug 27, 2026 |
| Jun 25, 2026 | Carlsten Nadia Catherine | SOpen-market or private sale | Class A Common Stock | 117.5K | $4.21 | Direct | Jun 26, 2026 |
| Jun 18, 2026 | Mitchell Ann | AGrant, award, or other acquisition | Class A Common Stock | 766.2K | $0.00 | Direct | Jun 23, 2026 |
| Jun 18, 2026 | Hughes Lily Yan | AGrant, award, or other acquisition | Class A Common Stock | 125.0K | $0.00 | Direct | Jun 23, 2026 |
| Jun 18, 2026 | Carlsten Nadia Catherine | AGrant, award, or other acquisition | Class A Common Stock | 1.5M | $0.00 | Direct | Jun 23, 2026 |
| Jun 2, 2026 | Mitchell Ann | SOpen-market or private sale | Class A Common Stock | 1.6K | $4.52 | Direct | Jun 3, 2026 |
| Jun 2, 2026 | Vernachio Joseph | SOpen-market or private sale | Class A Common Stock | 3.4K | $4.47 | Direct | Jun 3, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events1
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 1, 2026 | 8-K | 5.07, 9.01 | Shareholder vote results; Financial statements / exhibits | — | Filing |
| Aug 19, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Aug 10, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Jul 29, 2026 | 8-K | 4.01, 9.01 | Auditor change; Financial statements / exhibits | — | Filing |
| Jul 1, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jun 17, 2026 | 8-K | 1.01, 5.02, 5.03, 7.01, 9.01 | Material definitive agreement; Director or executive change; Charter or bylaw change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jun 15, 2026 | 8-K | 2.01, 9.01 | Acquisition or disposition of assets; Financial statements / exhibits | — | Filing |
| Jun 11, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jun 11, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Jun 10, 2026 | 8-K | 3.02, 9.01 | Unregistered sale of equity securities; Financial statements / exhibits | Equity | Filing |
| Jun 4, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 28, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Operating income
$-10.7M
Q2 2026
-111.4% YoY 10-Q filed Aug 19, 2026
Net income
$-16.4M
Q2 2026
-5.6% YoY 10-Q filed Aug 19, 2026
Diluted EPS
$-2.37
Q1 2026
+13.2% YoY 10-Q filed May 15, 2026
Operating cash flow
$-12.1M
Q1 2026
+56.7% YoY 10-Q filed May 15, 2026
Free cash flow
$-12.1M
Q1 2026
+57.5% YoY 10-Q filed May 15, 2026
Cash & equivalents
$37.4M
As of Jun 30, 2026
+12.8% YoY 10-Q filed Aug 19, 2026
Assets
$46.1M
As of Jun 30, 2026
-66.3% YoY 10-Q filed Aug 19, 2026
Liabilities
$23.6M
As of Jun 30, 2026
-64.0% YoY 10-Q filed Aug 19, 2026
Stockholders’ equity
$22.5M
As of Jun 30, 2026
-68.4% YoY 10-Q filed Aug 19, 2026
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$2.36
View live quote ↗
52-week low
$2.15
Mar 31, 2026
52-week high
$24.31
Apr 15, 2026
Below 52-week high
90.3%
1W return
-5.8%
1M return
-7.6%
3M return
-38.7%
6M return
-23.8%
YTD return
-42.6%
1Y return
-60.4%
30-day volatility
66.7%
90-day volatility
95.4%
1Y max drawdown
-87.0%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 9 filing(s) · 6 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Reported reduction | 720.4K -104.5K | 11.50% -1.90 pts | $4.00 | $2.40 | $2.88 |
| Fidelity / FMR CIK0000315066 | Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment | Reported shares unchanged | 824.9K 0 | 13.40% -1.60 pts | $3.01 | $6.08 | $2.88 |
| Fidelity / FMR CIK0000315066 | Jun 30, 2025 observed Aug 6, 2025 filed · 37d Schedule 13G amendment | Reported accumulation | 824.9K +97.3K | 15.00% +1.39 pts | $10.63 | $10.22 | $2.88 |
Explore more institutional activity
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