HolderBook

FOLD HLDGS INC (FLD)

Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.

50
Reporting holders
$1.7M
Reported value
6.7%
Of shares outstanding
5.1%
Held as options
-6
Holder change

Institutions report 3,665,655 shares against 55,077,187 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$578.0K1,275,9890.00%2q-26.7%-$210.0K
Blue Owl Capital Holdings LP$385.5K856,6320.06%5qHELD
AQR CAPITAL MANAGEMENT LLC$92.5K203,9680.00%2q+75.5%+$39.8K
CITADEL ADVISORS LLC$87.2Koptions only0.00%4qOPTIONS
GEODE CAPITAL MANAGEMENT, LLC$69.7K153,6750.00%6q-49.3%-$67.7K
JANE STREET GROUP, LLC$59.7K131,6240.00%4qHELD
Baird Financial Group, Inc.$47.7K105,1500.00%5qHELD
BlackRock, Inc.$43.8K96,5170.00%5q+1.0%
Union Square Park Capital Management, LLC$40.4K89,1300.01%5qHELD
UBS Group AG$38.3K84,6010.00%6q+412.5%+$30.8K
Qube Research & Technologies Ltd$36.5K80,4850.00%newNEW
VANGUARD FIDUCIARY TRUST CO$33.5K74,0590.00%2q-28.9%-$13.7K
Mariner, LLC$32.5K71,6590.00%4q+5.6%+$1.7K
STATE STREET CORP$26.2K57,8000.00%5q-33.8%-$13.4K
Cypress Point Wealth Management, LLC$24.3K53,6040.00%4qHELD
Tower Research Capital LLC (TRC)$20.3K44,8630.00%5q+567.8%+$17.3K
NORTHERN TRUST CORP$18.6K40,9350.00%5q-34.8%-$9.9K
XTX Topco Ltd$15.9K35,0430.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.0K30,9680.00%4q+83.5%+$6.4K
Marex Group Ltd$10.2K22,5000.00%newNEW
IEQ CAPITAL, LLC$9.3K20,6090.00%newNEW
BOUSSARD & GAVAUDAN GESTION SAS$7.6K72,2600.00%newFIRST
FMR LLC$5.7K12,5050.00%3q-49.2%-$5.5K
OSAIC HOLDINGS, INC.$5.4K11,9510.00%6q-1.7%
Vanguard Personalized Indexing Management, LLC$5.1K11,2430.00%newNEW
SIMPLEX TRADING, LLC$2.3K5,1670.00%4q-4.4%
MERCER GLOBAL ADVISORS INC /ADV$2.3K5,0790.00%newNEW
Integrated Wealth Concepts LLC$1.5K3,3490.00%newNEW
MORGAN STANLEY$1.5K3,2920.00%6q-59.9%-$2.2K
Arax Advisory Partners$1.5K3,2080.00%2q+11781.5%+$1.4K
Physician Wealth Advisors, Inc.$7961,7540.00%newNEW
BARCLAYS PLC$6961,5360.00%3q-42.6%
GROUP ONE TRADING LLC$4991,1000.00%newNEW
Russell Investments Group, Ltd.$4389660.00%3q-10.0%
PRIVATE TRUST CO NA$3407500.00%5qHELD
EverSource Wealth Advisors, LLC$2254970.00%2q+135.5%
SBI Securities Co., Ltd.$1092410.00%6q+99.2%
HRT FINANCIAL LP$101223,5500.00%newNEW
ROTHSCHILD INVESTMENT LLC$942080.00%2q+462.2%
Transamerica Financial Advisors, LLC$841860.00%newNEW
Allworth Financial LP$781720.00%2q+25.5%
BNP PARIBAS FINANCIAL MARKETS$36790.00%3q-95.6%
Essential Partners LLC$34740.00%2q-90.3%
Fortitude Family Office, LLC$22480.00%newNEW
True Wealth Design, LLC$10200.00%2q+233.3%
Virtu Financial LLC$715,0120.00%newNEW
IFP Advisors, Inc$5110.00%2q-21.4%
Farther Finance Advisors, LLC$480.00%2q-66.7%
SJS Investment Consulting Inc.$240.00%2q-20.0%
FNY Investment Advisers, LLC$13,0000.00%5qHELD
JPL Wealth Management, LLC$110.00%newNEW
ROYAL BANK OF CANADA$01340.00%newNEW
Caitong International Asset Management Co., Ltd$010.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202650$1.7M3,665,6551412165.1%
Q1 202656$5.6M4,017,6331717105.5%
Q4 202542$9.1M3,912,8561610101.8%
Q3 202536$13.6M3,697,74917758.6%
Q2 202528$6.3M1,897,25017450.0%
Q1 202520$8.0M1,318,59120000.0%
Q4 20243$6.4M820,9691000.0%
Q3 202417$31.5M2,906,9634150.0%
Q2 202416$45.5M4,231,2851220.0%
Q1 202417$44.5M4,235,3293370.0%
Q4 202324$143.2M13,561,4890630.0%
Q3 202330$141.3M13,512,921126100.0%
Q2 202355$231.7M22,375,10871070.0%
Q1 202350$234.9M22,982,5394850.0%
Q4 202247$178.1M17,779,95412870.0%
Q3 202258$222.3M22,672,40941280.0%
Q2 202259$212.4M21,718,800231140.0%
Q1 202242$157.1M16,075,68042000.0%