SCHEDULE: FMR LLC Reports 11.5% Stake in Allbirds

FMR LLC, through its affiliates, has disclosed beneficial ownership of 11.5% of Allbirds Inc.'s Class A Common Stock as of June 30, 2026.

Summary

• FMR LLC and its affiliates, including Abigail P. Johnson, have reported beneficial ownership of 720,365 shares of Allbirds Inc. Class A Common Stock.
• This holding represents 11.5% of the total outstanding Class A Common Stock as of June 30, 2026.
• Fidelity Management & Research Company LLC is identified as an Investment Adviser (IA) and is the entity beneficially owning 5% or greater of the shares.
• Abigail P. Johnson, as CEO of FMR LLC, and other Johnson family members, hold significant voting power in FMR LLC through Series B voting common shares and a shareholders' voting agreement.
• The filing confirms that no single other person's interest in Allbirds' Class A Common Stock exceeds five percent.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, indicating a significant but stable institutional holding without immediate catalysts for major price movement.

Positives

• Significant institutional ownership by a major financial entity (FMR LLC) can lend credibility and stability to the stock.
• The filing indicates a substantial, though not controlling, stake, suggesting confidence from a large investor.
• The clear disclosure of ownership percentages provides transparency for other investors.

Negatives

• The filing does not provide any new strategic information or financial performance data for Allbirds Inc.
• The ownership stake is reported as of June 30, 2026, and may not reflect current holdings.
• The filing is a routine Schedule 13G, indicating a passive investment rather than an active activist stake.

Risks

• Potential for future changes in FMR LLC's investment strategy could lead to significant buying or selling pressure on Allbirds' stock.
• The concentration of voting power within the Johnson family regarding FMR LLC could indirectly influence investment decisions concerning Allbirds.
• Dependence on FMR LLC's continued investment strategy for a portion of the stock's stability.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding Allbirds Inc.'s future performance.

Management Comments

• FMR LLC and Abigail P. Johnson certify that the securities were acquired and are held in the ordinary course of business and were not acquired or held for the purpose of or with the effect of changing or influencing the control of the issuer.

Industry Context

StockSavvy.ai notes that significant institutional filings like this Schedule 13G are common in the apparel and footwear industry, reflecting the active role of investment firms in monitoring and holding stakes in publicly traded companies.

Related Party Transactions

• The filing notes that members of the Johnson family, including Abigail P. Johnson, are predominant owners of FMR LLC and have entered into a shareholders' voting agreement, which may be considered a related party arrangement influencing FMR LLC's actions.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant institutional ownership, potentially influencing investor confidence.
• Management of Allbirds Inc.: Awareness of a substantial institutional holder's position.
• FMR LLC Clients: Indirect impact through the investment performance of FMR LLC's managed funds.

Next Steps

• FMR LLC will continue to hold its shares in Allbirds Inc. unless its investment strategy changes.
• Allbirds Inc. will continue its business operations as disclosed in its other filings.

Key Dates

Keywords

Allbirds Inc., FMR LLC, Schedule 13G, Institutional Ownership, Class A Common Stock, Beneficial Ownership, Fidelity Management & Research Company LLC, Abigail P. Johnson