Defi Development Corp.: which funds bought and sold

Institutions that bought and sold Defi Development shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 24 institutions that filed 13F reports for both quarters added to or opened positions in Defi Development, and 22 cut or closed them. Together they sold a net 22K shares, −0.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 18K shares (−1.5%); index fund managers were net buyers of 17K shares (+0.8%). 11 opened a new position and 10 sold out entirely.

Bought, Q2 2026 24 institutions, 11 of them new holders Sold, Q2 2026 22 institutions, 10 of them sold out

Net change, all compared −22K shares (−0.5%)

Net change, active managers −18K shares (−1.5%), 4 bought, 6 sold

Buyers versus sellers

institutions compared, 55

24 bought 9 22 sold

Active managers and hedge funds 4 bought · 6 sold · −18K

Index fund managers 4 bought · 2 sold · +17K

Other institutions 16 bought · 14 sold · −21K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Nomura Holdings Inc	+112K New position	112K	$328,815
Susquehanna International Group, LLP	+87K New position	87K	$256,783
Xtx Topco Ltd	+60K New position	60K	$175,009
J. Derek Lewis & Associates Inc.	+52K New position	52K	$152,880
FMR LLC Active manager	+36K New position	36K	$104,805
Newedge Advisors, LLC	+30K +36.2%	114K	$334,019
Jain Global LLC Hedge fund	+30K +24.8%	152K	$445,736
Geode Capital Management, LLC Index funds	+29K +10.9%	294K	$863,924
Headlands Technologies LLC	+28K +55.7%	78K	$230,040
Squarepoint Ops LLC Hedge fund	+18K New position	18K	$51,691
Blackrock, Inc. Index funds	+16K +4.5%	363K	$1.1M
Captrust Financial Advisors	+10K +48.7%	31K	$91,587
Leonteq Securities AG	+5,000 +100.0%	10K	$29,400
Belvedere Trading LLC	+3,117 New position	3,117	$9,164
Bank Of New York Mellon Corp	+2,874 +6.5%	47K	$137,899
Integrated Wealth Concepts LLC	+2,100 New position	2,100	$6,174
Caitong International Asset Management Co., Ltd	+2,039 New position	2,039	$5,995
Tower Research Capital LLC (TRC)	+1,715 +560.5%	2,021	$5,942
Simplex Trading, LLC	+1,375 +1.2%	117K	$345,382
Northern Trust Corp Index funds	+1,144 +2.1%	55K	$162,159

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+36K New position	36K	$104,805
Jain Global LLC Hedge fund	+30K +24.8%	152K	$445,736
Squarepoint Ops LLC Hedge fund	+18K New position	18K	$51,691
Two Sigma Investments, LP Hedge fund	+15 0.0%	286K	$840,296

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Group AG	−144K −60.9%	93K	$272,032
Lauer Wealth, LLC	−79K Sold out	0	—
Barclays PLC	−58K Sold out	0	—
Marshall Wace, LLP Hedge fund	−39K −24.7%	118K	$347,052
HRT Financial LP	−35K Sold out	0	—
683 Capital Management, LLC Hedge fund	−30K Sold out	0	—
Group One Trading LLC	−24K −16.7%	119K	$349,889
Charles Schwab Investment Management Inc Index funds	−21K Sold out	0	—
Imc-Chicago, LLC	−20K Sold out	0	—
Bluechip Wealth Advisors LLC	−18K Sold out	0	—
Morgan Stanley	−16K −69.6%	7,162	$21,056
Capstone Investment Advisors, LLC Hedge fund	−15K Sold out	0	—
Millennium Management LLC Hedge fund	−15K −7.4%	189K	$555,278
LPL Financial LLC	−14K −35.8%	26K	$75,382
Vanguard Capital Management LLC Index funds	−9,044 −0.8%	1.1M	$3.2M
Citigroup Inc	−8,263 −98.8%	101	$297
Quantbot Technologies LP Hedge fund	−1,871 Sold out	0	—
BNP Paribas Financial Markets	−624 Sold out	0	—
Wells Fargo & Company	−622 −55.4%	500	$1,470
Engineers Gate Manager LP Hedge fund	−545 −0.9%	60K	$176,559

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−39K −24.7%	118K	$347,052
683 Capital Management, LLC Hedge fund	−30K Sold out	0	—
Capstone Investment Advisors, LLC Hedge fund	−15K Sold out	0	—
Millennium Management LLC Hedge fund	−15K −7.4%	189K	$555,278
Quantbot Technologies LP Hedge fund	−1,871 Sold out	0	—
Engineers Gate Manager LP Hedge fund	−545 −0.9%	60K	$176,559

New positions

largest by value

Institution	Shares	Value June 30, 2026
Nomura Holdings Inc	112K	$328,815
Susquehanna International Group, LLP	87K	$256,783
Xtx Topco Ltd	60K	$175,009
J. Derek Lewis & Associates Inc.	52K	$152,880
FMR LLCActive manager	36K	$104,805
Squarepoint Ops LLCHedge fund	18K	$51,691
Belvedere Trading LLC	3,117	$9,164
Integrated Wealth Concepts LLC	2,100	$6,174
Caitong International Asset Management Co., Ltd	2,039	$5,995
Arax Advisory Partners	1,024	$3,011

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Lauer Wealth, LLC	79K	$281,596
Barclays PLC	58K	$192,406
HRT Financial LP	35K	$115,000
683 Capital Management, LLCHedge fund	30K	$98,700
Charles Schwab Investment Management IncIndex funds	21K	$68,807
Imc-Chicago, LLC	20K	$67,425
Bluechip Wealth Advisors LLC	18K	$57,575
Capstone Investment Advisors, LLCHedge fund	15K	$49,824
Quantbot Technologies LPHedge fund	1,871	$6,156
BNP Paribas Financial Markets	624	$2,053

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 45
Ten largest holders: 69.3%
Index fund managers: 46.7%
Active managers and hedge funds: 26.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	4	6	2	3	−18K	−1.5%
Index fund managers	4	2	0	1	+17K	+0.8%
Other institutions	16	14	9	6	−21K	−1.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Defi Development.

Only managers that filed a holdings report for both quarters are compared (55 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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