Allbirds, Inc. (BIRD)
San Francisco, CA, US
Allbirds, Inc. is undergoing a significant strategic pivot, reorienting its primary operations to become an AI compute infrastructure company. The firm plans to procure powerful GPU assets to deliver specialized AI processing capabilities through long-term leasing agreements. Its ultimate ambition is to evolve into a comprehensive GPU-as-a-Service (GPUaaS) and AI-native cloud platform provider. To finance this transformation, Allbirds has taken two key actions: it has finalized an agreement to divest its original footwear and apparel brand and associated assets to American Exchange Group, and it has secured a $50 million convertible financing facility. The company's name is projected to change to "NewBird AI." Established in 2015, and headquartered in San Francisco, California, the entity was previously known as Bozz, Inc.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -9.92% | -23.97% | +83.00% | +54.33% | -16.43% | +12.93% | -16.58% | -82.05% | -99.20% | -99.20% | -99.20% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 5 |
7.70
+156.2%
|
-
Revenue growth Software - Infrastructure: +13.7%-19.7% Q1'26: -30.5% (vs Q1'25)
-
EPS growth Software - Infrastructure: +28.7%+20.2% Q1'26: +12.5% (vs Q1'25)
-
FCF margin FCF growth · Software - Infrastructure: +32.2%-47.2% Q1'26: -18.6% (vs Q1'25)
-
EBIT margin Software - Infrastructure: +8.8%-49.7% Q1'26: -93.7% (vs Q1'25)
-
ROIC Software - Infrastructure: +6.6%-155.2%
-
Share dilution Software - Infrastructure: +0.0%+3.8% Q1'26: +2.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×-0.58× Q1'26: -0.51× (vs Q1'25)
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|
| Revenue |
277.47M
est: 272.60M (+1.8%)
|
297.77M
est: 310.05M (-4.0%)
|
254.07M
est: 220.14M (+15.4%)
|
189.76M
est: 189.36M (+0.2%)
|
152.47M
est: 161.36M (-5.5%)
|
125.00M
125.00M – 125.00M
-22.5% YoY
|
179.86M
179.86M – 179.86M
+43.9% YoY
|
| EBITDA |
-34.36M
est: -71.73M (+52.1%)
|
-81.54M
est: -63.24M (-28.9%)
|
-97.85M
est: -72.97M (-34.1%)
|
-81.56M
est: -62.76M (-29.9%)
|
-67.80M
est: -53.49M (-26.8%)
|
-41.43M
-41.43M – -41.43M
+22.5% YoY
|
-59.62M
-59.62M – -59.62M
-43.9% YoY
|
| EBIT |
-44.56M
est: -86.25M (+48.3%)
|
-96.22M
est: -66.10M (-45.6%)
|
-118.85M
est: -85.59M (-38.9%)
|
-93.95M
est: -73.62M (-27.6%)
|
-75.82M
est: -62.74M (-20.9%)
|
-48.60M
-48.60M – -48.60M
+22.5% YoY
|
-69.93M
-69.93M – -69.93M
-43.9% YoY
|
| Net Income |
-45.37M
est: -98.80M (+54.1%)
|
-101.35M
est: -114.21M (+11.3%)
|
-152.46M
est: -142.48M (-7.0%)
|
-93.32M
est: -97.19M (+4.0%)
|
-77.28M
est: -76.59M (-0.9%)
|
-43.32M
-43.32M – -43.32M
+43.4% YoY
|
-37.61M
-37.61M – -37.61M
+13.2% YoY
|
| SGA |
179.54M
est: 210.08M (-14.5%)
|
225.85M
est: 175.82M (+28.5%)
|
223.09M
est: 180.92M (+23.3%)
|
175.02M
est: 155.62M (+12.5%)
|
137.73M
est: 132.61M (+3.9%)
|
102.73M
102.73M – 102.73M
-22.5% YoY
|
147.82M
147.82M – 147.82M
+43.9% YoY
|
| EPS |
-13.09
est: -12.56 (-4.2%)
|
-13.63
est: -11.11 (-22.7%)
|
-20.10
est: -17.46 (-15.1%)
|
-11.87
est: -11.94 (+0.6%)
|
-9.47
est: -9.39 (-0.9%)
|
-5.31
-5.31 – -5.31
+43.4% YoY
|
-4.61
-4.61 – -4.61
+13.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Franklin Resources, Inc. | 48.29M | 17.70% | 4.00 | 4.00 | 4.00 | 4.00 | HC | Delaware | 2021-12-09 | ↗ |
| 2 | Timothy O. Brown | 15.28M | 23.80% | 1.29M | 14.00M | 1.29M | 14.00M | IN | New Zealand | 2022-02-14 | ↗ |
| 3 | Joseph Zwillinger | 12.98M | 20.90% | 1.88M | 11.10M | 1.88M | 11.10M | IN | — | 2022-02-14 | ↗ |
| 4 | Elliott Associates, L.P. | 12.89M | 3.00% | 4.00 | 4.00 | 4.00 | 4.00 | PN | Delaware | 2022-04-08 | ↗ |
| 5 | Abigail P. Johnson | 9.93M | 9.90% | — | — | 9.93M | — | IN | United States of America | 2024-02-09 | ↗ |
| 6 | FMR LLC | 9.93M | 9.90% | 9.93M | — | 9.93M | — | HC | Delaware | 2024-02-09 | ↗ |
| 7 | 52-0556948 | 9.03M | 35.80% | 1.83M | — | 9.03M | — | IA | Maryland | 2022-02-14 | ↗ |
| 8 | (1) BlackRock, Inc. | 6.86M | 7.10% | 6.71M | — | 6.86M | — | HC | Delaware | 2023-02-03 | ↗ |
| 9 | Jackson Square Partners, LLC | 3.98M | 4.94% | 3.33M | — | 3.98M | — | IA | Delaware | 2022-04-05 | ↗ |
| 10 | Andrew Hunt | 3.32M | 11.70% | — | 3.32M | — | 3.32M | IN | Delaware | 2022-02-08 | ↗ |
| 11 | Jeremiah Daly | 3.32M | 11.70% | — | 3.32M | — | 3.32M | IN | Delaware | 2022-02-08 | ↗ |
| 12 | Baillie Gifford & Co (Scottish partnership) | 3.07M | 11.00% | — | — | — | — | IA | SCOTLAND UK | 2022-04-06 | ↗ |
| 13 | Elephant Partners GP I, LLC | 2.12M | 7.40% | — | 2.12M | — | 2.12M | OO | Delaware | 2022-02-08 | ↗ |
| 14 | Elephant Partners I, L.P. | 2.12M | 7.40% | — | 2.12M | — | 2.12M | PN | Delaware | 2022-02-08 | ↗ |
| 15 | Fidelity Contrafund | 2.03M | 6.64% | 2.03M | — | — | — | IV | Massachusetts | 2021-12-10 | ↗ |
| 16 | The Vanguard Group - 23-1945930 | 1.71M | 6.80% | — | 4.1K | 1.70M | 10.7K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 17 | Fidelity Growth Company Fund | 1.67M | 5.47% | 1.67M | — | — | — | IV | Massachusetts | 2021-12-10 | ↗ |
| 18 | GOLDMAN SACHS & CO. LLC | 1.60M | 6.40% | — | — | 1.60M | 1.60M | BD, IA, OO | Delaware | 2022-01-25 | ↗ |
| 19 | THE GOLDMAN SACHS GROUP, INC. | 1.60M | 6.40% | — | — | 1.60M | 1.60M | HC, CO | Delaware | 2022-01-25 | ↗ |
| 20 | Elephant Partners GP II, LLC | 1.20M | 4.20% | — | 1.20M | — | 1.20M | OO | Delaware | 2022-02-08 | ↗ |
| 21 | Elephant Partners II, L.P. | 1.08M | 3.80% | — | 1.08M | — | 1.08M | PN | Delaware | 2022-02-08 | ↗ |
| 22 | II-B, | 120.8K | 0.40% | — | 120.8K | — | 120.8K | PN | Delaware | 2022-02-08 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 824.9K -1.0 (0.0%) | 3.38M -1.3M (-27.7%) | 10.10% -0.096 pp | 0.00% 0.000 pp | USD11.66 -64.8% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 240.6K -3.3K (-1.4%) | 986.6K -396.8K (-28.7%) | 2.95% -0.070 pp | 0.00% +0.000 pp | USD11.51 -64.4% | 6 qtrs — |
| 3 | BLACKROCK, INC. | 74.2K -668.0 (-0.9%) | 304.3K -120.3K (-28.3%) | 0.91% -0.017 pp | 0.00% +0.000 pp | USD11.59 -64.6% | 6 qtrs — |
| 4 | SPARK INVESTMENT MANAGEMENT LLC | 57.6K +— (+0.0%) | 236.3K -90.5K (-27.7%) | 0.71% -0.007 pp | 0.59% -0.232 pp | USD6.44 -36.3% | 4 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 56.7K +552.0 (+1.0%) | 232.3K -85.8K (-27.0%) | 0.69% +0.000 pp | 0.00% +0.000 pp | USD11.55 -64.5% | 6 qtrs — |
| 6 | CITADEL ADVISORS LLC | 38.8K +38.8K (+100.0%) | 159.2K +159.2K (+100.0%) | 0.48% +0.476 pp | 0.00% +0.000 pp | USD4.10 +0.0% | 1 qtrs NEW |
| 7 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 34.9K +11.1K (+46.6%) | 143.2K +8.1K (+6.0%) | 0.43% +0.133 pp | 0.00% +0.000 pp | USD5.70 -28.1% | 4 qtrs — |
| 8 | GOLDMAN SACHS GROUP INC | 20.5K -6.8K (-24.9%) | 84.0K -70.7K (-45.7%) | 0.25% -0.086 pp | 0.00% +0.000 pp | USD8.14 -49.6% | 5 qtrs — |
| 9 | STATE STREET CORP | 19.7K +— (+0.0%) | 80.8K -31.0K (-27.7%) | 0.24% -0.002 pp | 0.00% +0.000 pp | USD11.35 -63.9% | 6 qtrs — |
| 10 | PERFORMA LTD (US), LLC | 18.4K +5.3K (+40.1%) | 75.2K +958.0 (+1.3%) | 0.22% +0.063 pp | 0.02% -0.001 pp | USD5.22 -21.5% | 2 qtrs — |
| 11 | NORTHERN TRUST CORP | 15.2K +4.0K (+35.9%) | 62.1K -1.1K (-1.7%) | 0.19% +0.048 pp | 0.00% +0.000 pp | USD9.76 -58.0% | 6 qtrs — |
| 12 | JANE STREET GROUP, LLC | 13.3K +13.3K (+100.0%) | 54.4K +54.4K (+100.0%) | 0.16% +0.162 pp | 0.00% +0.000 pp | USD4.10 +0.0% | 1 qtrs NEW |
| 13 | ARNHOLD LLC | 13.1K +— (+0.0%) | 53.6K -20.5K (-27.7%) | 0.16% -0.002 pp | 0.00% -0.002 pp | USD11.80 -65.3% | 6 qtrs — |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.3K +1.9K (+17.7%) | 50.5K -8.8K (-14.9%) | 0.15% +0.022 pp | 0.00% +0.000 pp | USD5.43 -24.5% | 6 qtrs — |
| 15 | COLDSTREAM CAPITAL MANAGEMENT INC | 10.7K -62.0 (-0.6%) | 43.8K -17.1K (-28.1%) | 0.13% -0.002 pp | 0.00% 0.000 pp | USD11.77 -65.2% | 6 qtrs — |
| 16 | UBS GROUP AG | 7.6K -771.0 (-9.2%) | 31.2K -16.3K (-34.3%) | 0.09% -0.010 pp | 0.00% +0.000 pp | USD6.56 -37.5% | 6 qtrs — |
| 17 | MORGAN STANLEY | 5.9K +1.6K (+36.4%) | 24.2K -341.0 (-1.4%) | 0.07% +0.019 pp | 0.00% +0.000 pp | USD8.09 -49.3% | 6 qtrs — |
| 18 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 4.0K -114.0 (-2.7%) | 16.6K -7.0K (-29.7%) | 0.05% -0.002 pp | 0.00% +0.000 pp | USD5.67 -27.7% | 2 qtrs — |
| 19 | BNP PARIBAS ARBITRAGE, SNC | 4.0K +600.0 (+17.9%) | 16.2K -2.8K (-14.8%) | 0.05% +0.007 pp | 0.00% +0.000 pp | USD5.57 -26.4% | 6 qtrs — |
| 20 | SBI SECURITIES CO., LTD. | 3.3K -38.0 (-1.2%) | 13.4K -5.3K (-28.5%) | 0.04% -0.001 pp | 0.00% 0.000 pp | USD5.98 -31.4% | 5 qtrs — |
| 21 | ROYAL BANK OF CANADA | 2.6K -141.0 (-5.1%) | 11.0K -5.0K (-31.3%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD11.79 -65.2% | 6 qtrs — |
| 22 | PARALLEL ADVISORS, LLC | 1.1K -2.0 (-0.2%) | 4.5K -1.7K (-27.8%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD11.78 -65.2% | 6 qtrs — |
| 23 | GROUP ONE TRADING, L.P. | 552.00 +— (+0.0%) | 2.3K -867.0 (-27.7%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD11.80 -65.3% | 6 qtrs — |
| 24 | RHUMBLINE ADVISERS | 146.00 +— (+0.0%) | 598.00 -229.0 (-27.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.79 -65.2% | 6 qtrs — |
| 25 | ADVISOR GROUP HOLDINGS, INC. | 108.00 +— (+0.0%) | 441.00 -197.0 (-30.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.82 -39.9% | 6 qtrs — |
| 26 | WELLS FARGO & COMPANY/MN | 75.00 +— (+0.0%) | 308.00 -117.0 (-27.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD9.79 -58.1% | 6 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 50.00 +6.0 (+13.6%) | 205.00 -44.0 (-17.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD8.44 -51.4% | 6 qtrs — |
| 28 | US BANCORP \DE\ | 40.00 +— (+0.0%) | 164.00 -63.0 (-27.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.80 -65.3% | 6 qtrs — |
| 29 | ROTHSCHILD INVESTMENT LLC | 20.00 +— (+0.0%) | 82.00 -31.0 (-27.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.80 -65.3% | 6 qtrs — |
| 30 | JPMORGAN CHASE & CO | 15.00 -1.4K (-98.9%) | 62.00 -7.9K (-99.2%) | 0.00% -0.017 pp | 0.00% +0.000 pp | USD8.73 -53.0% | 6 qtrs — |
| 31 | ALEXIS INVESTMENT PARTNERS, LLC | 10.00 +— (+0.0%) | 41.00 -16.0 (-28.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.60 -26.8% | 2 qtrs — |
| 32 | TRUST CO OF VERMONT | 10.00 +— (+0.0%) | 41.00 -16.0 (-28.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.80 -65.3% | 6 qtrs — |
| 33 | MILLSTONE EVANS GROUP, LLC | 5.00 +— (+0.0%) | 21.00 -7.0 (-25.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.40 -35.9% | 4 qtrs — |
| 34 | TURNING POINT BENEFIT GROUP, INC. | 5.00 +— (+0.0%) | 20.00 -8.0 (-28.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.60 -26.8% | 2 qtrs — |
| 35 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.00 +— (+0.0%) | 12.00 -5.0 (-29.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.67 -64.9% | 6 qtrs — |
| 36 | VERMILLION WEALTH MANAGEMENT, INC. | 1.00 +— (+0.0%) | 4.00 -2.0 (-33.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.00 -31.7% | 5 qtrs — |
| 37 | CITIGROUP INC | 1.00 +1.0 (+100.0%) | 4.00 +4.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.00 +2.5% | 1 qtrs NEW |
| 38 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | — -19.0 (-100.0%) | — -108.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 39 | IFP ADVISORS, INC | — -5.0 (-100.0%) | — -28.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 40 | GSA CAPITAL PARTNERS LLP | — -10.1K (-100.0%) | — -57.0K (-100.0%) | 0.00% -0.124 pp | 0.00% -0.005 pp | USD— | 5 qtrs SOLD |
| 41 | FUTURE FINANCIAL WEALTH MANAGMENT LLC | — -500.0 (-100.0%) | — -2.8K (-100.0%) | 0.00% -0.006 pp | 0.00% -0.002 pp | USD— | 3 qtrs SOLD |
| 42 | FINLEY FINANCIAL, LLC | — -5.0K (-100.0%) | — -28.4K (-100.0%) | 0.00% -0.062 pp | 0.00% -0.013 pp | USD— | 2 qtrs SOLD |
| 43 | PDT PARTNERS, LLC | — -15.3K (-100.0%) | — -87.0K (-100.0%) | 0.00% -0.190 pp | 0.00% -0.006 pp | USD— | 4 qtrs SOLD |
| 44 | FARTHER FINANCE ADVISORS, LLC | — -5.0 (-100.0%) | — -28.0 (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 6 qtrs SOLD |
| 45 | TOWER RESEARCH CAPITAL LLC (TRC) | — -361.0 (-100.0%) | — -2.0K (-100.0%) | 0.00% -0.005 pp | 0.00% 0.000 pp | USD— | 6 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.00% | 63.2K | 0.60% |
| 2 | U.S. Micro Cap Portfolio ETF DFMC | 0.00% | 32.3K | 0.43% |
| 3 | Avantis U.S. Small Cap Equity ETF AVSC | 0.00% | 11.0K | 0.25% |
| 4 | Vanguard Extended Market ETF VXF | 0.00% | 255.8K | 0.05% |
| 5 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 266.88 | 0.17% |
| 6 | Vanguard U.S. Total Market Shares Index ETF VTS.AX | 0.00% | 1.3K | 0.03% |
| 7 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 3.6K | 0.17% |
| 8 | Vanguard Total Stock Market ETF VTI | 0.00% | 617.3K | 0.03% |
| 9 | Vanguard All-Equity ETF Portfolio VEQT.TO | 0.00% | 1.4K | 0.22% |
| 10 | Vanguard Growth ETF Portfolio VGRO.TO | 0.00% | 736.83 | 0.22% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-03 | Vernachio Joseph | Director / Officer | S-Sale | D | Class A Common Stock | 4,413 | 2.69 | 11.9K | 85,569 | D | ↗ |
| 2026-03-03 | Mitchell Ann | Officer | S-Sale | D | Class A Common Stock | 2,200 | 2.70 | 5.9K | 74,970 | D | ↗ |
| 2025-12-02 | Vernachio Joseph | Director / Officer | S-Sale | D | Class A Common Stock | 4,384 | 4.87 | 21.3K | 89,982 | D | ↗ |
| 2025-12-02 | Mitchell Ann | Officer | S-Sale | D | Class A Common Stock | 1,837 | 4.87 | 8.9K | 77,170 | D | ↗ |
| 2025-10-31 | Hughes Lily Yan | Director | A-Award | A | Class A Common Stock | 22,222 | 0.00 | — | 22,222 | D | ↗ |
| 2025-09-03 | Vernachio Joseph | Director / Officer | S-Sale | D | Class A Common Stock | 3,666 | 6.37 | 23.4K | 94,366 | D | ↗ |
| 2025-09-03 | Mitchell Ann | Officer | S-Sale | D | Class A Common Stock | 2,188 | 6.37 | 13.9K | 78,498 | D | ↗ |
| 2025-06-06 | Zwillinger Joseph | Director / 10% Owner | A-Award | A | Class A Common Stock | 6,200 | 0.00 | — | 6,200 | D | ↗ |
| 2025-06-06 | Thanawala Ravi | Director | A-Award | A | Class A Common Stock | 6,200 | 0.00 | — | 14,534 | D | ↗ |
| 2025-06-06 | Levitan Dan | Director / 10% Owner | A-Award | A | Class A Common Stock | 6,200 | 0.00 | — | 23,653 | D | ↗ |
| 2025-06-06 | Freeman Ann | Director | A-Award | A | Class A Common Stock | 6,200 | 0.00 | — | 14,507 | D | ↗ |
| 2025-06-06 | BOYCE RICHARD W | Director | A-Award | A | Class A Common Stock | 6,200 | 0.00 | — | 13,655 | D | ↗ |
| 2025-06-03 | Vernachio Joseph | Director / Officer | S-Sale | D | Class A Common Stock | 4,450 | 7.15 | 31.8K | 98,032 | D | ↗ |
| 2025-06-03 | Mitchell Ann | Officer | S-Sale | D | Class A Common Stock | 2,146 | 7.12 | 15.3K | 80,686 | D | ↗ |
| 2025-04-18 | Vernachio Joseph | Director / Officer | A-Award | A | Class A Common Stock | 63,955 | 0.00 | — | 102,482 | D | ↗ |
| 2025-03-03 | Vernachio Joseph | Director / Officer | S-Sale | D | Class A Common Stock | 2,483 | 6.13 | 15.2K | 38,527 | D | ↗ |
| 2025-03-03 | Mitchell Ann | Officer | S-Sale | D | Class A Common Stock | 1,876 | 6.13 | 11.5K | 80,599 | D | ↗ |
| 2025-03-01 | Mitchell Ann | Officer | A-Award | A | Class A Common Stock | 21,500 | 0.00 | — | 82,475 | D | ↗ |
| 2024-12-02 | Vernachio Joseph | Director / Officer | S-Sale | D | Class A Common Stock | 2,532 | 8.19 | 20.7K | 41,010 | D | ↗ |
| 2024-12-02 | Mitchell Ann | Officer | S-Sale | D | Class A Common Stock | 1,502 | 8.08 | 12.1K | 60,975 | D | ↗ |
| 2024-11-11 | Mitchell Ann | Officer | P-Purchase | A | Class A Common Stock | 600 | 8.16 | 4.9K | 62,477 | D | ↗ |
| 2024-09-10 | Thanawala Ravi | Director | A-Award | A | Class A Common Stock | 8,334 | 0.00 | — | 8,334 | — | ↗ |
| 2024-09-03 | Vernachio Joseph | Director / Officer | S-Sale | D | Class A Common Stock | 47,351 | 0.60 | 28.4K | 870,736 | — | ↗ |
| 2024-09-03 | Mitchell Ann | Officer | S-Sale | D | Class A Common Stock | 17,519 | 0.60 | 10.5K | 804,505 | — | ↗ |
| 2024-09-01 | Mitchell Ann | Officer | A-Award | A | Class A Common Stock | 20,000 | 0.00 | — | 60,226 | D | ↗ |
| 2024-08-14 | Mitchell Ann | Officer | P-Purchase | A | Class A Common Stock | 10,000 | 0.65 | 6.5K | 822,024 | — | ↗ |
| 2024-08-12 | Brown Timothy O. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 50,000 | 0.59 | 29.3K | 0 | — | ↗ |
| 2024-06-07 | LEVITAN DAN | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 71,175 | 0.55 | 38.9K | 289,080 | — | ↗ |
| 2024-06-07 | Freeman Ann | Director | A-Award | A | Class A Common Stock | 60,000 | 0.00 | — | 166,121 | — | ↗ |
| 2024-06-07 | FIELDS MANDY J | Director | A-Award | A | Class A Common Stock | 60,000 | 0.00 | — | 149,080 | — | ↗ |
| 2024-06-07 | Blumenthal Neil Harris | Director | A-Award | A | Class A Common Stock | 60,000 | 0.00 | — | 149,080 | — | ↗ |
| 2024-06-07 | BOYCE RICHARD W | Director | A-Award | A | Class A Common Stock | 60,000 | 0.00 | — | 149,080 | — | ↗ |
| 2024-06-06 | LEVITAN DAN | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 28,825 | 0.54 | 15.6K | 217,905 | — | ↗ |
| 2024-06-03 | Vernachio Joseph | Director / Officer | S-Sale | D | Class A Common Stock | 58,510 | 0.56 | 32.8K | 918,087 | — | ↗ |
| 2024-06-03 | Mitchell Ann | Officer | S-Sale | D | Class A Common Stock | 62,486 | 0.56 | 35.0K | 812,024 | — | ↗ |
| 2024-05-20 | Mitchell Ann | Officer | P-Purchase | A | Class A Common Stock | 10,000 | 0.72 | 7.2K | 874,510 | — | ↗ |
| 2024-03-15 | Vernachio Joseph | Director / Officer | A-Award | A | Class A Common Stock | 654,857 | 0.00 | — | 976,597 | — | ↗ |
| 2024-03-01 | Vernachio Joseph | Officer | S-Sale | D | Class A Common Stock | 23,935 | 0.91 | 21.7K | 321,740 | — | ↗ |
| 2023-12-04 | Vernachio Joseph | Officer | S-Sale | D | Class A Common Stock | 17,341 | 1.05 | 18.2K | 345,675 | — | ↗ |
| 2023-11-13 | Mitchell Ann | Officer | P-Purchase | A | Class A Common Stock | 10,000 | 0.68 | 6.8K | 844,101 | — | ↗ |
| 2023-09-05 | Vernachio Joseph | Officer | S-Sale | D | Class A Common Stock | 5,790 | 1.27 | 7.3K | 363,016 | — | ↗ |
| 2023-06-09 | LEVITAN DAN | Director / 10% Owner | A-Award | A | Class A Common Stock | 58,593 | 0.00 | — | 189,080 | — | ↗ |
| 2023-06-09 | Freeman Ann | Director | A-Award | A | Class A Common Stock | 58,593 | 0.00 | — | 106,121 | — | ↗ |
| 2023-06-09 | FIELDS MANDY J | Director | A-Award | A | Class A Common Stock | 58,593 | 0.00 | — | 89,080 | — | ↗ |
| 2023-06-09 | Blumenthal Neil Harris | Director | A-Award | A | Class A Common Stock | 58,593 | 0.00 | — | 89,080 | — | ↗ |
| 2023-06-09 | BOYCE RICHARD W | Director | A-Award | A | Class A Common Stock | 58,593 | 0.00 | — | 89,080 | — | ↗ |
| 2023-06-02 | Vernachio Joseph | Officer | S-Sale | D | Class A Common Stock | 5,132 | 1.28 | 6.6K | 368,806 | — | ↗ |
| 2023-05-22 | LEVITAN DAN | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 1,304 | 1.17 | 1.5K | 130,487 | — | ↗ |
| 2023-05-19 | LEVITAN DAN | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 11,600 | 1.19 | 13.8K | 129,183 | — | ↗ |
| 2023-05-18 | LEVITAN DAN | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 11,300 | 1.23 | 13.9K | 117,583 | — | ↗ |
| 2023-05-01 | Mitchell Ann | Officer | A-Award | A | Class A Common Stock | 827,358 | 0.00 | — | 827,358 | — | ↗ |
| 2023-04-24 | Mitchell Ann | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-15 | LEVITAN DAN | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 75,796 | 1.08 | 81.9K | 106,283 | — | ↗ |
| 2023-03-02 | Vernachio Joseph | Officer | S-Sale | D | Class A Common Stock | 6,784 | 2.82 | 19.1K | 373,938 | — | ↗ |
| 2023-03-02 | Bufano Michael J | Officer | S-Sale | D | Class A Common Stock | 10,570 | 2.82 | 29.8K | 323,188 | — | ↗ |
| 2023-02-23 | Zwillinger Joseph | Director / Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 7,256 | 0.00 | — | 7,256 | — | ↗ |
| 2023-02-22 | Zwillinger Joseph | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 26,200 | 2.76 | 72.3K | 0 | — | ↗ |
| 2023-02-17 | Zwillinger Joseph | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 22,099 | 2.75 | 60.8K | 0 | — | ↗ |
| 2023-01-27 | Zwillinger Joseph | Officer | C-Conversion | D | Class B Common Stock | 92,643 | 0.00 | — | 10,991,500 | — | ↗ |
| 2023-01-26 | Zwillinger Joseph | Officer | C-Conversion | D | Class B Common Stock | 13,867 | 0.00 | — | 11,084,143 | — | ↗ |
| 2023-01-25 | Zwillinger Joseph | Officer | C-Conversion | D | Class B Common Stock | 4,600 | 0.00 | — | 11,098,010 | — | ↗ |
| 2023-01-18 | Vernachio Joseph | Officer | A-Award | A | Class A Common Stock | 195,402 | 0.00 | — | 380,722 | — | ↗ |
| 2022-12-02 | Vernachio Joseph | Officer | S-Sale | D | Class A Common Stock | 5,693 | 2.87 | 16.3K | 185,320 | — | ↗ |
| 2022-12-02 | Bufano Michael J | Officer | S-Sale | D | Class A Common Stock | 12,932 | 2.87 | 37.1K | 333,758 | — | ↗ |
| 2022-09-01 | Vernachio Joseph | Officer | S-Sale | D | Class A Common Stock | 5,902 | 3.95 | 23.3K | 191,013 | — | ↗ |
| 2022-09-01 | Bufano Michael J | Officer | S-Sale | D | Class A Common Stock | 9,237 | 3.95 | 36.5K | 345,214 | — | ↗ |
| 2022-08-16 | Freeman Ann | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-27 | Timothy O. Brown & Lindsay T. Brown, as Trustees of the Grenadier Trust Under Revocable Trust Agreement Dated January 22, 2018 | Director | C-Conversion | D | Class B Common Stock | 664,330 | 0.00 | — | 0 | — | ↗ |
| 2022-06-10 | Weiss Emily | Director | A-Award | A | Class A Common Stock | 30,487 | 0.00 | — | 30,487 | — | ↗ |
| 2022-06-10 | LEVITAN DAN | Director | A-Award | A | Class A Common Stock | 30,487 | 0.00 | — | 30,487 | — | ↗ |
| 2022-06-10 | Green Nancy | Director | A-Award | A | Class A Common Stock | 30,487 | 0.00 | — | 30,487 | — | ↗ |
| 2022-06-10 | FIELDS MANDY J | Director | A-Award | A | Class A Common Stock | 30,487 | 0.00 | — | 30,487 | — | ↗ |
| 2022-06-10 | Blumenthal Neil Harris | Director | A-Award | A | Class A Common Stock | 30,487 | 0.00 | — | 30,487 | — | ↗ |
| 2022-06-10 | BOYCE RICHARD W | Director | A-Award | A | Class A Common Stock | 30,487 | 0.00 | — | 30,487 | — | ↗ |
| 2022-05-23 | Zwillinger Joseph | Officer | A-Award | A | Stock Option (Right to Buy) | 911,162 | 0.00 | — | 911,162 | — | ↗ |
| 2022-05-23 | Timothy O. Brown & Lindsay T. Brown, as Trustees of the Grenadier Trust Under Revocable Trust Agreement Dated January 22, 2018 | Director | A-Award | A | Stock Option (Right to Buy) | 911,162 | 0.00 | — | 911,162 | — | ↗ |
| 2022-05-22 | Vernachio Joseph | Officer | A-Award | A | Stock Option (Right to Buy) | 425,000 | 0.00 | — | 425,000 | — | ↗ |
| 2022-05-22 | Bufano Michael J | Officer | D-Return | D | Stock Option (Right to Buy) | 75,000 | 0.00 | — | 0 | — | ↗ |
| 2022-05-17 | Timothy O. Brown & Lindsay T. Brown, as Trustees of the Grenadier Trust Under Revocable Trust Agreement Dated January 22, 2018 | Director | P-Purchase | A | Class A Common Stock | 50,000 | 4.86 | 243.0K | 50,000 | — | ↗ |
| 2022-03-14 | Bufano Michael J | Officer | P-Purchase | A | Class A Common Stock | 25,000 | 5.17 | 129.2K | 58,333 | — | ↗ |
| 2021-11-23 | GOLDMAN SACHS GROUP INC | 10% Owner | S-Sale | D | Common Stock | 1,274 | 20.68 | 26.3K | 2,981,685 | — | ↗ |
| 2021-11-22 | GOLDMAN SACHS GROUP INC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 3,381,660 | — | ↗ |
| 2021-11-11 | Bufano Michael J | Officer | A-Award | A | Class A Common Stock | 33,333 | 0.00 | — | 33,333 | — | ↗ |
| 2021-11-05 | Maveron Equity Partners V, L.P. | 10% Owner | C-Conversion | A | Class B Common Stock | 29,165 | 0.00 | — | 39,520 | — | ↗ |
| 2021-11-05 | LEVITAN DAN | Director / 10% Owner | C-Conversion | D | Series Seed Preferred Stock | 35,925 | 0.00 | — | 0 | — | ↗ |
| 2021-11-05 | BOYCE RICHARD W | Director | C-Conversion | A | Class B Common Stock | 25,780 | 0.00 | — | 1,077,325 | — | ↗ |
| 2021-11-02 | Zwillinger Joseph | Director / Officer / 10% Owner | — | D | Stock Option (Right to Buy) | 1,875,000 | 5.09 | 9.55M | 0 | — | ↗ |
| 2021-11-02 | Weiss Emily | Director | — | D | Stock Option (Right to Buy) | 45,139 | 4.34 | 195.9K | 0 | — | ↗ |
| 2021-11-02 | Vernachio Joseph | Officer | — | D | Stock Option (Right to Buy) | 425,000 | 8.43 | 3.58M | 0 | — | ↗ |
| 2021-11-02 | Maveron Equity Partners V, L.P. | 10% Owner | — | D | Class B Common Stock | 12,755 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | LEVITAN DAN | Director / 10% Owner | — | I | Series Seed Preferred Stock | 35,925 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | Green Nancy | Director | — | D | Stock Option (Right to Buy) | 50,000 | 4.12 | 206.0K | 0 | — | ↗ |
| 2021-11-02 | FIELDS MANDY J | Director | — | D | Stock Option (Right to Buy) | 66,916 | 4.34 | 290.4K | 0 | — | ↗ |
| 2021-11-02 | Bufano Michael J | Officer | — | D | Stock Option (Right to Buy) | 400,000 | 4.34 | 1.74M | 0 | — | ↗ |
| 2021-11-02 | Brown Timothy O. | Director / Officer / 10% Owner | — | I | Class B Common Stock | 664,330 | 0.00 | — | 0 | — | ↗ |
| 2021-11-02 | Blumenthal Neil Harris | Director | — | D | Stock Option (Right to Buy) | 37,500 | 5.37 | 201.3K | 0 | — | ↗ |
| 2021-11-02 | BOYCE RICHARD W | Director | — | I | Series B Preferred Stock | 25,780 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Joe Vernachio Chief Executive Officer and Former Chief Operating Officer | 471.2K | 131.9K | 563.6K | — | — | 13.8K | 1.18M | 47.74% | ↗ |
| 2 | 2024 | Ann Mitchell Chief Financial Officer | 383.1K | 60.3K | 282.6K | — | — | 13.8K | 739.8K | 38.20% | ↗ |
| 3 | 2024 | Joseph Zwillinger Former Chief Executive Officer | 158.7K | — | — | — | — | 193.8K | 352.5K | 0.00% | ↗ |
| 4 | 2023 | Ann Mitchell Chief Financial Officer | 252.4K | 62.5K | 1.03M | 919.0K | — | 18.5K | 2.29M | 85.42% | ↗ |
| 5 | 2023 | Joe Vernachio Chief Operating Officer | 375.0K | 84.4K | 1.13M | — | — | 19.6K | 1.61M | 70.21% | ↗ |
| 6 | 2023 | Joe Vernachio Chief Executive Officer and Former Chief Operating Officer | 375.0K | 84.4K | 1.13M | — | — | 19.6K | 1.61M | 70.21% | ↗ |
| 7 | 2023 | Joseph Zwillinger Chief Executive Officer | 382.7K | 172.2K | — | — | 375.0K | 12.8K | 942.7K | 0.00% | ↗ |
| 8 | 2023 | Joseph Zwillinger Former Chief Executive Officer | 382.7K | 172.2K | — | — | 375.0K | 12.8K | 942.7K | 0.00% | ↗ |
| 9 | 2023 | Timothy Brown Chief Innovation Officer | 350.0K | 78.8K | — | — | — | 8.00 | 441.5K | 0.00% | ↗ |
| 10 | 2022 | Joseph Zwillinger Co-Chief Executive Officer | 365.5K | — | 2.01M | 2.06M | — | 12.1K | 4.45M | 91.52% | ↗ |
| 11 | 2022 | Joseph Zwillinger Chief Executive Officer | 365.5K | — | 2.01M | 2.06M | — | 12.1K | 4.45M | 91.52% | ↗ |
| 12 | 2022 | Timothy Brown Chief Innovation Officer | 365.5K | — | 2.01M | 2.06M | — | 12.0K | 4.45M | 91.52% | ↗ |
| 13 | 2022 | Timothy Brown Co-Chief Executive Officer | 365.5K | — | 2.01M | 2.06M | — | 12.0K | 4.45M | 91.52% | ↗ |
| 14 | 2022 | Michael Bufano Chief Financial Officer | 395.6K | — | 1.30M | — | — | 13.0K | 1.71M | 76.04% | ↗ |
| 15 | 2022 | Joe Vernachio Chief Operating Officer | 370.6K | — | 864.5K | 205.8K | — | 6.9K | 1.45M | 73.92% | ↗ |
| 16 | 2021 | Michael Bufano Chief Financial Officer | 351.9K | — | 708.0K | 1.16M | 86.2K | 83.2K | 2.39M | 78.21% | ↗ |
| 17 | 2021 | Joe Vernachio Chief Operating Officer | 201.9K | — | — | 1.76M | 49.5K | — | 2.01M | 87.49% | ↗ |
| 18 | 2021 | Joseph Zwillinger Co-Chief Executive Officer | 297.6K | — | — | — | 83.3K | 11.9K | 392.8K | 0.00% | ↗ |
| 19 | 2021 | Timothy Brown Co-Chief Executive Officer | 297.6K | — | — | — | 83.3K | 11.9K | 392.8K | 0.00% | ↗ |
| 20 | 2020 | Timothy Brown Co-Chief Executive Officer | 276.9K | — | — | — | 52.7K | 31.8K | 361.4K | 0.00% | ↗ |
| 21 | 2020 | Joseph Zwillinger Co-Chief Executive Officer | 276.9K | — | — | — | 52.7K | 25.4K | 355.0K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Joe Vernachio | Chief Executive Officer, President, Secretary & Director | 514.0K | male |
| Annie Mitchell | Chief Financial Officer | 397.2K | female |
| Timothy O. Brown | Co-Founder & Director | 100.0K | male |
| Joseph Z. Zwillinger | Director | 50.0K | male |
| Benny Joseph | Chief Technology & Supply Chain Officer | — | male |
| Christos Yatrakis | Chief People & Legal Officer | — | male |
| Kelly Olmstead | Chief Marketing Officer | — | female |
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Community Opinion for BIRD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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