undamentalytics Newsletter

Fold Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Fold Holdings 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, 26 institutions that filed 13F reports for both quarters added to or opened positions in Fold Holdings, and 36 cut or closed them. Together they sold a net 183K shares, −4.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 84K shares (+39.4%); index fund managers were net sellers of 745K shares (−30.4%). 14 opened a new position and 20 sold out entirely.

Bought, Q2 2026 26 institutions, 14 of them new holders Sold, Q2 2026 36 institutions, 20 of them sold out
Net change, all compared −183K shares (−4.6%)
Net change, active managers +84K shares (+39.4%), 2 bought, 3 sold

Buyers versus sellers

institutions compared, 68
Active managers and hedge funds 2 bought · 3 sold · +84K
Index fund managers 2 bought · 8 sold · −745K
Other institutions 22 bought · 25 sold · +478K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
HRT Financial LP +224K New position 224K $101,000
Jane Street Group, LLC +132K New position 132K $59,665
AQR Capital Management LLC Hedge fund +88K +75.5% 204K $92,459
Qube Research & Technologies Ltd Hedge fund +80K New position 80K $36,484
UBS Group AG +68K +412.5% 85K $38,324
Tower Research Capital LLC (TRC) +38K +567.8% 45K $20,336
Xtx Topco Ltd +35K New position 35K $15,885
Marex Group Ltd +23K New position 23K $10,199
Ieq Capital, LLC +21K New position 21K $9,342
Virtu Financial LLC +15K New position 15K $7,000
Susquehanna International Group, LLP +14K +83.5% 31K $14,038
Vanguard Personalized Indexing Management, LLC Index funds +11K New position 11K $5,096
Mariner, LLC +3,790 +5.6% 72K $32,483
Integrated Wealth Concepts LLC +3,349 New position 3,349 $1,519
Arax Advisory Partners +3,181 +11781.5% 3,208 $1,454
Physician Wealth Advisors, Inc. +1,754 New position 1,754 $796
Group One Trading LLC +1,100 New position 1,100 $499
Blackrock, Inc. Index funds +929 +1.0% 97K $43,751
Eversource Wealth Advisors, LLC +286 +135.5% 497 $225
Transamerica Financial Advisors, LLC +186 New position 186 $84

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Capital Management LLC Index funds −464K −26.7% 1.3M $578,023
Geode Capital Management, LLC Index funds −149K −49.3% 154K $69,678
Marshall Wace, LLP Hedge fund −62K Sold out 0 —
Vanguard Portfolio Management LLC Index funds −36K Sold out 0 —
Vanguard Fiduciary Trust Co Index funds −30K −28.9% 74K $33,549
State Street Corp Index funds −30K −33.8% 58K $26,201
Shay Capital LLC −28K Sold out 0 —
Abel Hall, LLC −24K Sold out 0 —
Northern Trust Corp Index funds −22K −34.8% 41K $18,556
Charles Schwab Investment Management Inc Index funds −16K Sold out 0 —
Goldman Sachs Group Inc −13K Sold out 0 —
FMR LLC Active manager −12K −49.2% 13K $5,669
Rhumbline Advisers Index funds −11K Sold out 0 —
Bank Of America Corp −10K Sold out 0 —
Highbridge Capital Management LLC Hedge fund −10K Sold out 0 —
New York State Common Retirement Fund −9,300 Sold out 0 —
Morgan Stanley −4,926 −59.9% 3,292 $1,492
Mirae Asset Global Etfs Holdings Ltd. −2,950 Sold out 0 —
Jpmorgan Chase & Co −2,600 Sold out 0 —
Wells Fargo & Company −2,366 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
HRT Financial LP 224K $101,000
Jane Street Group, LLC 132K $59,665
Qube Research & Technologies LtdHedge fund 80K $36,484
Xtx Topco Ltd 35K $15,885
Marex Group Ltd 23K $10,199
Ieq Capital, LLC 21K $9,342
Virtu Financial LLC 15K $7,000
Vanguard Personalized Indexing Management, LLCIndex funds 11K $5,096
Integrated Wealth Concepts LLC 3,349 $1,519
Physician Wealth Advisors, Inc. 1,754 $796

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Marshall Wace, LLPHedge fund 62K $82,089
Vanguard Portfolio Management LLCIndex funds 36K $47,855
Shay Capital LLC 28K $37,150
Abel Hall, LLC 24K $31,368
Charles Schwab Investment Management IncIndex funds 16K $20,826
Goldman Sachs Group Inc 13K $17,115
Rhumbline AdvisersIndex funds 11K $14,505
Bank Of America Corp 10K $13,792
Highbridge Capital Management LLCHedge fund 10K $12,525
New York State Common Retirement Fund 9,300 $12,276

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
48
Ten largest holders
84.1%
of 13F-reported shares
Index fund managers
44.7%
of 13F-reported shares
Active managers and hedge funds
7.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 3 1 2 +84K +39.4%
Index fund managers 2 8 1 3 −745K −30.4%
Other institutions 22 25 12 15 +478K +35.6%

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.

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