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Institutional Ownership · SEC Form 13F

Who owns Fold Holdings Inc (FLD)


Which tracked institutional funds hold FLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLD company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

80
Institutional holders
11M
Shares held (tracked funds)
23.0%
Of shares outstanding

How the tape is positioned

2 tracked funds added or opened FLD while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

FLD’s largest tracked holder by dollar value, Periscope Capital Inc., sizes it at 5.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FLD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 78 tracked filers holding FLD, 39 increased or opened the position and 21 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in FLD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • EverSource Wealth Advisors, LLC$19M
  • VANGUARD CAPITAL MANAGEMENT LLC$2M

Full exits 2

  • VANGUARD GROUP INC$5M
  • METEORA CAPITAL, LLC$4M

Largest trims

  • Q Global Advisors, LLC$9M
  • Context Capital Management, LLC$2M
  • GEODE CAPITAL MANAGEMENT, LLC$262K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Q Global Advisors, LLC203,778$22M22.2%2026-Q1
EverSource Wealth Advisors, LLC new494,261$19M19.4%2026-Q1
Context Capital Management, LLC56,950$6M6.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,739,664$2M2.3%2026-Q1
Blue Owl Capital Holdings LP856,632$1M1.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added302,936$400K0.4%2026-Q1
Union Square Park Capital Management, LLC89,130$233K0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC new116,250$153K0.2%2026-Q1
Baird Financial Group, Inc.105,150$139K0.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new104,214$138K0.1%2026-Q1
BlackRock, Inc. added95,588$126K0.1%2026-Q1
Linden Advisors LP1,000,000$118K0.1%2026-Q1
STATE STREET CORP added87,300$115K0.1%2026-Q1
Mariner, LLC added67,869$90K0.1%2026-Q1
NORTHERN TRUST CORP trimmed62,748$83K0.1%2026-Q1
MARSHALL WACE, LLP62,189$82K0.1%2026-Q1
TORONTO DOMINION BANK added711,302$78K0.1%2026-Q1
Cypress Point Wealth Management, LLC trimmed53,604$71K0.1%2026-Q1
Saba Capital Management, L.P.568,730$68K0.1%2026-Q1
LMR Partners LLP538,182$59K0.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new36,254$48K0.0%2026-Q1
Davidson Kempner Capital Management LP425,000$47K0.0%2026-Q1
K2 PRINCIPAL FUND, L.P.380,780$42K0.0%2026-Q1
D. E. Shaw & Co., Inc.375,000$41K0.0%2026-Q1
Sculptor Capital LP334,100$40K0.0%2026-Q1
Shay Capital LLC trimmed28,144$37K0.0%2026-Q1
FMR LLC added24,612$32K0.0%2026-Q1
ARISTEIA CAPITAL, L.L.C.265,897$32K0.0%2026-Q1
Abel Hall, LLC new23,764$31K0.0%2026-Q1
CSS LLC/IL204,299$22K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added16,878$22K0.0%2026-Q1
Alberta Investment Management Corp200,000$22K0.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC15,777$21K0.0%2026-Q1
VR Advisory Services Ltd187,500$21K0.0%2026-Q1
Shaolin Capital Management LLC trimmed182,488$20K0.0%2026-Q1
MMCAP International Inc. SPC175,000$19K0.0%2026-Q1
GOLDMAN SACHS GROUP INC added12,966$17K0.0%2026-Q1
Verition Fund Management LLC150,000$16K0.0%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed148,063$16K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed12,154$16K0.0%2026-Q1
RHUMBLINE ADVISERS added10,992$15K0.0%2026-Q1
BANK OF AMERICA CORP /DE/ added10,449$14K0.0%2026-Q1
JPMORGAN CHASE & CO added10,020$13K0.0%2026-Q1
HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed10,020$13K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND9,300$12K0.0%2026-Q1
MORGAN STANLEY trimmed8,218$11K0.0%2026-Q1
Tower Research Capital LLC (TRC) added6,718$9K0.0%2026-Q1
Boussard & Gavaudan Investment Management LLP72,260$8K0.0%2026-Q1
CWM, LLC new5,650$7K0.0%2026-Q1
SIMPLEX TRADING, LLC added5,402$7K0.0%2026-Q1
Clear Street Group Inc. added64,455$7K0.0%2026-Q1
WHITEBOX ADVISORS LLC46,500$5K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,950$4K0.0%2026-Q1
BARCLAYS PLC trimmed2,677$4K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,366$3K0.0%2026-Q1
FNY Investment Advisers, LLC3,000$3K0.0%2026-Q1
FIFTH LANE CAPITAL, LP26,193$3K0.0%2026-Q1
Parallax Volatility Advisers, L.P.15,835$3K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,778$2K0.0%2026-Q1
Itau Unibanco Holding S.A. new1,612$2K0.0%2026-Q1
Russell Investments Group, Ltd. added1,073$1K0.0%2026-Q1
Essential Partners LLC new762$1K0.0%2026-Q1
PRIVATE TRUST CO NA750$9900.0%2026-Q1
Ameritas Investment Partners, Inc.503$6640.0%2026-Q1
UBS Group AG trimmed4,513$4960.0%2026-Q1
Periscope Capital Inc. trimmed40,000$30M29.9%2025-Q1 stale
VANGUARD GROUP INC added1,800,524$5M4.7%2025-Q4 stale
METEORA CAPITAL, LLC23,749$4M3.6%2025-Q4 stale
Atlas Merchant Capital LLC trimmed325,000$2M2.0%2025-Q1 stale
Tiptree Advisors, LLC new225,000$1M1.4%2025-Q1 stale
Harraden Circle Investments, LLC new175,000$1M1.1%2025-Q1 stale
THAMES CAPITAL MANAGEMENT LLC new78,883$489K0.5%2025-Q1 stale
Polar Asset Management Partners Inc. trimmed98,886$418K0.4%2025-Q2 stale
HRT FINANCIAL LP new48,561$301K0.3%2025-Q1 stale
Qube Research & Technologies Ltd new47,949$297K0.3%2025-Q1 stale
Vontobel Holding Ltd. added90,223$235K0.2%2025-Q4 stale
CITADEL ADVISORS LLC added74,473$194K0.2%2025-Q4 stale
Evernest Financial Advisors, LLC new42,700$165K0.2%2025-Q3 stale
JANE STREET GROUP, LLC added58,973$154K0.2%2025-Q4 stale
XTX Topco Ltd added28,205$109K0.1%2025-Q3 stale
DLD Asset Management, LP new24,070$102K0.1%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC trimmed25,112$97K0.1%2025-Q3 stale
Tidal Investments LLC trimmed18,500$48K0.0%2025-Q4 stale
Valeo Financial Advisors, LLC new12,200$47K0.0%2025-Q3 stale
Squarepoint Ops LLC new11,945$46K0.0%2025-Q3 stale
CLEAR STREET LLC63,955$45K0.0%2025-Q2 stale
Harvest Portfolios Group Inc. new10,070$43K0.0%2025-Q2 stale
Van Hulzen Asset Management, LLC10,100$39K0.0%2025-Q3 stale
Aptus Capital Advisors, LLC new10,000$39K0.0%2025-Q3 stale
SevenBridge Financial Group, LLC new10,000$31K0.0%2025-Q3 stale
Golden State Wealth Management, LLC5,900$23K0.0%2025-Q3 stale
Flaharty Asset Management, LLC3,000$19K0.0%2025-Q1 stale
OMERS ADMINISTRATION Corp trimmed22,000$16K0.0%2025-Q2 stale
NewEdge Advisors, LLC new320$2K0.0%2025-Q1 stale
NATIONAL BANK OF CANADA /FI/ new380$2K0.0%2025-Q2 stale
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM new384$1K0.0%2025-Q4 stale
AMALGAMATED BANK new195$1K0.0%2025-Q4 stale
ROYAL BANK OF CANADA trimmed397$1K0.0%2025-Q4 stale
GROUP ONE TRADING LLC trimmed200$5220.0%2025-Q4 stale
Stonebridge Financial Group, LLC new81$5020.0%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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