ALLBIRDS INC BIRD
CL A NEW · Common Stock · CUSIP 01675A208
New Zealand and American company that sells footwear and apparel
- SectorTechnology
- IndustryServices-Computer Processing & Data Preparation
- HeadquartersPalo Alto, CA
- Founded2014
- Websiteallbirds.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $4.00.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 1 |
| Q3 2024 | 48 |
| Q4 2024 | 52 |
| Q1 2025 | 43 |
| Q2 2025 | 42 |
| Q3 2025 | 44 |
| Q4 2025 | 38 |
| Q1 2026 | 37 |
| Q2 2026 | 42 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 45 | 1 |
| Q4 2024 | 17 | 18 |
| Q1 2025 | 17 | 25 |
| Q2 2025 | 17 | 15 |
| Q3 2025 | 18 | 16 |
| Q4 2025 | 11 | 20 |
| Q1 2026 | 14 | 12 |
| Q2 2026 | 23 | 20 |
Biggest buyers
| Anson Funds Management LP | New | +64.3k |
| HRT FINANCIAL LP | New | +40.3k |
| JANE STREET GROUP, LLC | New | +24.6k |
| JPMORGAN CHASE & CO | Added | +24.1k |
| UBS Group AG | Added | +21.6k |
| ASPIRIANT, LLC | New | +20.9k |
| Engineers Gate Manager LP | New | +18.2k |
| Virtu Financial LLC | New | +17.6k |
| VANGUARD FIDUCIARY TRUST CO | Added | +13.9k |
| BlackRock, Inc. | Added | +5.9k |
Biggest sellers
| FMR LLC | Reduced | -104.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Sold out | -42.1k |
| Spark Investment Management LLC | Reduced | -30.0k |
| Performa Ltd (US), LLC | Sold out | -25.0k |
| Arnhold LLC | Sold out | -13.1k |
| COLDSTREAM CAPITAL MANAGEMENT INC | Sold out | -11.2k |
| Trellis Wealth Advisors LLC | Sold out | -10.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -6.6k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -3.9k |
| ROYAL BANK OF CANADA | Reduced | -2.2k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Brown Timothy O. 13G · exempt (held before listing) filed 2025-02-20 | 11.9% |
| FMR LLC 13G · institution -1.9 pts · filed 2026-08-06 | 11.5% |
| Ghost Angel LLC 13G · passive investor new · filed 2025-05-01 | 5.9% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $4.9k | 2 | $32.9k | — |
| Q1 2025 | 0 | — | 2 | $26.7k | — |
| Q2 2025 | 0 | — | 2 | $47.1k | — |
| Q3 2025 | 0 | — | 2 | $37.3k | — |
| Q4 2025 | 0 | — | 2 | $30.3k | — |
| Q1 2026 | 0 | — | 2 | $17.8k | — |
| Q2 2026 | 0 | — | 3 | $516.7k | — |
| Q3 2026 | 0 | — | 2 | $182.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-18 | BOYCE RICHARD W Director · By Trust | Sold | $111.5k48.3k shares |
| 2026-09-18 | Mitchell Ann Chief Financial Officer | Sold | $44.9k19.5k shares |
| 2026-09-02 | Mitchell Ann Chief Financial Officer | Sold | $4.3k1.8k shares |
| 2026-08-25 | BOYCE RICHARD W Director | Sold | $21.9k9.2k shares |
| 2026-06-25 | Carlsten Nadia Catherine Chief Executive Officer, director | Sold | $494.5k117.5k shares |
| 2026-06-02 | Vernachio Joseph Chief Executive Officer, director | Sold | $15.0k3.4k shares |
| 2026-06-02 | Mitchell Ann Chief Financial Officer | Sold | $7.2k1.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.00% of their portfolio | 720.4k $2.9m | Reduced -104.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 214.2k $856.9k | Added +5.8k |
| BlackRock, Inc. 0.00% of their portfolio | 80.9k $323.4k | Added +5.9k |
| Anson Funds Management LP 0.02% of their portfolio | 64.3k $257.2k | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 61.2k $244.7k | Reduced -6.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 42.4k $169.6k | Added +13.9k |
| HRT FINANCIAL LP 0.00% of their portfolio | 40.3k $161.0k | New |
| UBS Group AG 0.00% of their portfolio | 27.8k $111.4k | Added +21.6k |
| Spark Investment Management LLC 0.22% of their portfolio | 27.6k $110.5k | Reduced -30.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 24.6k $98.3k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 24.2k $103.6k | Added +24.1k |
| ASPIRIANT, LLC 0.00% of their portfolio | 20.9k $83.4k | New |
| STATE STREET CORP 0.00% of their portfolio | 19.7k $78.9k | Unchanged |
| Engineers Gate Manager LP 0.00% of their portfolio | 18.2k $72.9k | New |
| Virtu Financial LLC 0.00% of their portfolio | 17.6k $70.0k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 15.1k $60.6k | Reduced -5 |
| Finley Financial, LLC 0.02% of their portfolio | 10.0k $40.0k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 4.0k $16.2k | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 3.7k $14.8k | Added +412 |
| Spire Wealth Management 0.00% of their portfolio | 3.0k $12.0k | New |
| MORGAN STANLEY 0.00% of their portfolio | 2.0k $8.2k | Reduced -1.4k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 1.8k $7.1k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.7k $6.8k | Added +1.7k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1.0k $4.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 578 $2.3k | Added +470 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 488 $2.0k | Reduced -2.2k |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 441 $1.8k | New |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 199 $796 | Reduced -100 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 100 $400 | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 94 $376 | Reduced -3.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 75 $300 | Unchanged |
| Asset Dedication, LLC 0.00% of their portfolio | 36 $143 | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 25 $100 | Reduced -16 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 20 $80 | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 20 $88 | Unchanged |
| TRUST CO OF VERMONT 0.00% of their portfolio | 10 $40 | First filing |
| Strive Financial Group ,LLC 0.00% of their portfolio | 7 $28 | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 6 $24 | New |
| Millstone Evans Group, LLC 0.00% of their portfolio | 5 $20 | Unchanged |
| NBT BANK, N.A. 0.00% of their portfolio | 2 $8 | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 1 $4 | Reduced -1.1k |
| GILPIN WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 1 $4 | New |