Blue Bird Corporation· BLBD

🇺🇸 US · SmallBroad USNASDAQ

Consumer Cyclical Auto - Manufacturers Website

Price: $60.43
Day: -0.59%
Mkt Cap: $1.91B
52W Range: $46.14 – $83.39
Volume: 905.5K
Beta: 1.35

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 315 institutions hold; 172 added, 103 reduced
Insiders Q3 2026: 1 purchase ($22.5K), 1 sale ($249.6K)

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Blue Bird Corporation

BLBD|Consumer Cyclical|Auto - Manufacturers

Current price: $60

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 1.5 avg per quarter

Institutional net breadth · Q2 2026

+90

229 adding vs 139 reducing

Institutional ownership · Q2 2026

95.5%

315 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

FMR LLC

3.0M

+9.9%

BLACKROCK, INC.

2.6M

-6.1%

AMERICAN CENTURY COMPANIES INC

1.6M

-16.0%

VANGUARD CAPITAL MANAGEMENT LLC

1.4M

-6.7%

WESTWOOD HOLDINGS GROUP INC

1.2M

-30.6%

JUPITER TOPCO LLC

1.2M

+100.0%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

76 buying82 unchanged60 selling

218 funds held BLBD in Q2 2026, holding 17.2M shares between them, up 2.7% on the quarter.

Largest fund holders

SPDR SERIES TRUST42.7K sh

Listed Funds Trust25.9K sh

Brighthouse Funds Trust I7.0K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 8

Horlock Phil

$1.8M

Sale · Aug 18

Horlock Phil

$1.2M

Sale · Aug 15

Horlock Phil

$1.2M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

BLBD Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+32

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for BLBD

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Insiders bought and sold in Q3 2026

Minor: 1 purchase totaling $22.5K (350 shares)

1 sale totaling $249.6K (4.0K shares)

Share volume is near the historical average

Net insider flow has deteriorated over recent quarters

0.1x

Selling pace

quarter in progress, filings still arriving

0.41%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 1.5 avg per quarter

$22.5K

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, BLBD

Top 8 highest-value insider trades from the last 8 quarters

Horlock Phil

Director

Sell

30,000 shares at $60.00

≈11.1% of their stake at the time

Aug 8, 2025$1.80M

Horlock Phil

Director

Sell

21,129 shares at $58.16

≈8.1% of their stake at the time

Aug 18, 2025$1.23M

Horlock Phil

Director

Sell

21,129 shares at $57.18

≈8.1% of their stake at the time

Aug 15, 2025$1.21M

Horlock Phil

Director

Sell

15,848 shares at $56.06

≈6.2% of their stake at the time

Aug 13, 2025$888.44K

Radulescu Razvan

CFO

Sell

19,171 shares at $42.89

≈17.7% of their stake at the time

Dec 17, 2024$822.24K

Horlock Phil

Director

Sell

13,578 shares at $58.00

≈5.3% of their stake at the time

Sep 12, 2025$787.52K

Horlock Phil

Director

Sell

13,000 shares at $59.02

≈5.1% of their stake at the time

Aug 28, 2025$767.26K

Horlock Phil

Director

Sell

14,875 shares at $41.38

≈5.2% of their stake at the time

Jun 12, 2025$615.53K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for BLBD

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

95.5% institutional ownership

Moderate accumulation: 229 adding vs 139 reducing

13F shares decreased by 1.9%, a modest change

+90

Net breadth

229 adding vs 139 reducing

Accumulating

1.65

Add / reduce ratio

in Q2 2026

+21

New − closed

57 initiated, 36 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+229 growing-139 shrinkingNet: +90

172

103

New (57)

Increased (172)

Reduced (103)

Closed (36)

Top Institutional Holders, BLBD

Largest 8 institutional positions by ownership percentage as of Q2 2026

FMR LLC

3.0M

$238.3M

Ownership

8.81%

+9.9%

BLACKROCK, INC.

2.6M

$207.5M

Ownership

7.68%

-6.1%

AMERICAN CENTURY COMPANIES INC

1.6M

$126.0M

Ownership

4.66%

-16.0%

VANGUARD CAPITAL MANAGEMENT LLC

1.4M

$110.7M

Ownership

4.09%

-6.7%

WESTWOOD HOLDINGS GROUP INC

1.2M

$97.9M

Ownership

3.62%

-30.6%

JUPITER TOPCO LLC

1.2M

$94.2M

Ownership

3.49%

+100.0%

WELLINGTON MANAGEMENT GROUP LLP

995.2K

$78.6M

Ownership

2.91%

-9.5%

GEODE CAPITAL MANAGEMENT, LLC

874.0K

$69.0M

Ownership

2.55%

-2.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 218 ETFs and mutual funds reporting

76 buying60 sellingNet: +16

Buying (76)

Unchanged (82)

Selling (60)

In total, funds bought 1.9M shares and sold 1.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

218 ETFs and mutual funds reporting

76 buying vs 60 selling (balanced)

Top Fund Holders, BLBD

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

42.7K

Weight

0.21%

Jul 31, 2026No change

Listed Funds Trust

25.9K

Weight

—

Jul 31, 2026No change

Brighthouse Funds Trust I

7.0K

Weight

0.00%

Jun 30, 2026Decreased

FORUM FUNDS II

6.5K

Weight

5.25%

Jun 30, 2026No change

CLEARWATER INVESTMENT TRUST

6.1K

Weight

0.05%

Jun 30, 2026No change

PRUDENTIAL INVESTMENT PORTFOLIOS, INC.

5.6K

Weight

0.06%

Jun 30, 2026No change

RUSSELL INVESTMENT FUNDS

5.3K

Weight

0.00%

Jun 30, 2026No change

TIAA-CREF LIFE FUNDS

5.1K

Weight

0.18%

Jun 30, 2026Decreased

Blue Bird Corporation· BLBD

Holdings Analysis

Insider Trading Activity

1.3Transaction History87Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings131Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History87Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings131Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights