Cross-institution positioning
Sep 8, 2026Mixed positioning. 1 accumulating, 1 reducing, 4 exited across 6 comparable institutions.
Source: Schedule 13 researchBLBD Institutional Ownership
Blue Bird Corp
Latest stored close $56.29 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
61/100
7 tracked · 6 comparable
Latest filing
Sep 8, 2026
Positive breadth
2 positive · 5 negative
Recent close
$56.29
Research confidence
Medium
Institutional Research 55/100 · 1 accumulating · 5 reducing / exited
Ownership history
Reported ownership % history
Latest filing Sep 8, 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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Accumulating1
Newly reported1
Reducing / exited
5
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 61/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 5 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Institutional
61/100
Insiders
54/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 16, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 1 purchase by 1 reporting owner and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 6, 20265 non-amendment material events in the last 90 days; 2 capital-related filing/events (0 equity-related, 1 debt-related); Latest classified evidence: Material definitive agreement. 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 5, 2026Revenue +29.9% YoY; Net income +408.2% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 42% through its reported 52-week range; +9.9% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Sep 8, 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
Sep 8, 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.
Fidelity / FMR
Filed Sep 8, 2026
Direction locked
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
BlackRock
Filed Jan 29, 2024
Direction locked
BlackRock
Filed Apr 17, 2025
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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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.
Fidelity / FMR
Filed Sep 8, 2026
Vanguard Capital Management
Filed Apr 29, 2026
BlackRock
Filed Jan 29, 2024
BlackRock
Filed Apr 17, 2025
Vanguard Group
Filed Mar 26, 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 sales11 reporting owner(s)
90-day purchase breadth1
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 16, 2026 | Sanfrey Jeffrey Scott | SOpen-market or private sale | Common Stock, par value $0.0001 per share | 4.0K | $62.40 | Direct | Sep 18, 2026 |
| Aug 12, 2026 | Thau Daniel Mark | POpen-market or private purchase | Common Stock, par value $0.0001 per share | 350 | $64.37 | Direct | Aug 13, 2026 |
| May 19, 2026 | Thau Daniel Mark | POpen-market or private purchase | Common Stock, par value $0.0001 per share | 300 | $65.09 | Direct | May 20, 2026 |
| Apr 1, 2026 | Girardin Steve | AGrant, award, or other acquisition · derivative | Exchangeable Shares | 2.7M | — | Indirect | Apr 9, 2026 |
| Apr 1, 2026 | Girardin Steve | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 2.3K | $0.00 | Direct | Apr 9, 2026 |
| Apr 1, 2026 | Girardin Steve | AGrant, award, or other acquisition | Special Voting Preferred Stock | 1 | — | Indirect | Apr 9, 2026 |
| Apr 1, 2026 | Penn Kevin S. | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 2.3K | $0.00 | Direct | Apr 2, 2026 |
| Apr 1, 2026 | Thau Daniel Mark | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 2.3K | $0.00 | Direct | Apr 2, 2026 |
| Apr 1, 2026 | Newman Simon J | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 2.3K | $0.00 | Direct | Apr 2, 2026 |
| Apr 1, 2026 | Hightower Edward T. | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 2.3K | $0.00 | Direct | Apr 2, 2026 |
| Apr 1, 2026 | Grimm Douglas J. | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 2.3K | $0.00 | Direct | Apr 2, 2026 |
| Apr 1, 2026 | Fream Julie A | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 2.3K | $0.00 | Direct | Apr 2, 2026 |
| Apr 1, 2026 | Blaufuss Mark | AGrant, award, or other acquisition | Common Stock, par value $0.0001 per share | 2.3K | $0.00 | Direct | Apr 2, 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 events3
90-day capital-related2
90-day equity-related0
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 6, 2026 | 8-K | 1.01, 2.03, 7.01, 9.01 | Material definitive agreement; New direct financial obligation; Regulation FD disclosure; Financial statements / exhibits | Debt | Filing |
| Oct 1, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Oct 1, 2026 | 424B7 | — | Prospectus filing | Capital-related | Filing |
| Aug 5, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Aug 5, 2026 | 8-K | 1.01, 7.01, 9.01 | Material definitive agreement; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 18, 2026 | 8-K | 1.01, 9.01 | Material definitive agreement; Financial statements / exhibits | — | Filing |
| May 6, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| May 6, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 4, 2026 | 8-K/AAmendment | 5.02 | Director or executive change | — | Filing |
| Apr 2, 2026 | 8-K | 2.01, 3.02, 5.02, 5.03, 7.01, 9.01 | Acquisition or disposition of assets; Unregistered sale of equity securities; Director or executive change; Charter or bylaw change; Regulation FD disclosure; Financial statements / exhibits | Equity | Filing |
| Mar 11, 2026 | 8-K | 5.02, 5.07, 9.01 | Director or executive change; Shareholder vote results; Financial statements / exhibits | — | Filing |
| Feb 17, 2026 | 8-K | 1.01, 7.01, 9.01 | Material definitive agreement; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$517.2M
Q3 2026
+29.9% YoY 10-Q filed Aug 5, 2026
Operating income
$62.7M
Q3 2026
+25.2% YoY 10-Q filed Aug 5, 2026
Operating margin
12.1%
Q3 2026
-0.5 pts YoY 10-Q filed Aug 5, 2026
Net income
$185.3M
Q3 2026
+408.2% YoY 10-Q filed Aug 5, 2026
Diluted EPS
$5.27
Q3 2026
+370.5% YoY 10-Q filed Aug 5, 2026
Operating cash flow
$115.4M
YTD through Jun 27, 2026
+3.9% YoY 10-Q filed Aug 5, 2026
Cash & equivalents
$116.8M
As of Jun 27, 2026
-32.5% YoY 10-Q filed Aug 5, 2026
Long-term debt
$86.8M
As of Jun 27, 2026
-5.1% YoY 10-Q filed Aug 5, 2026
Assets
$1.2B
As of Jun 27, 2026
+102.7% YoY 10-Q filed Aug 5, 2026
Stockholders’ equity
$654.9M
As of Jun 27, 2026
+195.2% YoY 10-Q filed Aug 5, 2026
Shares outstanding
31.7M
As of Jul 31, 2026
-0.1% YoY 10-Q filed Aug 5, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 27, 2026 | $517.2M | +29.9% |
| Ended Mar 28, 2026 | $352.6M | -1.7% |
| Ended Dec 27, 2025 | $333.1M | +6.1% |
| Ended Jun 28, 2025 | $398.0M | +19.4% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Sep 27, 2025 | $1.5B | +9.9% |
| Ended Sep 28, 2024 | $1.3B | +18.9% |
| Ended Sep 30, 2023 | $1.1B | +41.5% |
| Ended Oct 1, 2022 | $800.6M | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$61.80
View live quote ↗
52-week low
$46.14
Dec 31, 2025
52-week high
$83.39
Jul 21, 2026
Below 52-week high
25.9%
1W return
-3.4%
1M return
-4.6%
3M return
-15.2%
6M return
+15.8%
YTD return
+31.5%
1Y return
+9.9%
30-day volatility
58.7%
90-day volatility
49.7%
1Y max drawdown
-28.7%
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 31 filing(s) · 28 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Aug 31, 2026 observed Sep 8, 2026 filed · 8d Schedule 13G amendment | Reported accumulation | 3.2K +201 | 10.20% +0.70 pts | $58.15 | $63.71 | $56.29 |
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 1.4M | $56.29 | |||
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Reported accumulation | 3.0K +476 | 9.50% -2.50 pts | $78.96 | $66.01 | $56.29 |
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