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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Q Global Advisors, LLC | 203,778 | $22M | 22.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 494,261 | $19M | 19.4% | 2026-Q1 |
| Context Capital Management, LLC | 56,950 | $6M | 6.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,739,664 | $2M | 2.3% | 2026-Q1 |
| Blue Owl Capital Holdings LP | 856,632 | $1M | 1.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 302,936 | $400K | 0.4% | 2026-Q1 |
| Union Square Park Capital Management, LLC | 89,130 | $233K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 116,250 | $153K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. | 105,150 | $139K | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 104,214 | $138K | 0.1% | 2026-Q1 |
| BlackRock, Inc. added | 95,588 | $126K | 0.1% | 2026-Q1 |
| Linden Advisors LP | 1,000,000 | $118K | 0.1% | 2026-Q1 |
| STATE STREET CORP added | 87,300 | $115K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 67,869 | $90K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 62,748 | $83K | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP | 62,189 | $82K | 0.1% | 2026-Q1 |
| TORONTO DOMINION BANK added | 711,302 | $78K | 0.1% | 2026-Q1 |
| Cypress Point Wealth Management, LLC trimmed | 53,604 | $71K | 0.1% | 2026-Q1 |
| Saba Capital Management, L.P. | 568,730 | $68K | 0.1% | 2026-Q1 |
| LMR Partners LLP | 538,182 | $59K | 0.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 36,254 | $48K | 0.0% | 2026-Q1 |
| Davidson Kempner Capital Management LP | 425,000 | $47K | 0.0% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. | 380,780 | $42K | 0.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. | 375,000 | $41K | 0.0% | 2026-Q1 |
| Sculptor Capital LP | 334,100 | $40K | 0.0% | 2026-Q1 |
| Shay Capital LLC trimmed | 28,144 | $37K | 0.0% | 2026-Q1 |
| FMR LLC added | 24,612 | $32K | 0.0% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. | 265,897 | $32K | 0.0% | 2026-Q1 |
| Abel Hall, LLC new | 23,764 | $31K | 0.0% | 2026-Q1 |
| CSS LLC/IL | 204,299 | $22K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,878 | $22K | 0.0% | 2026-Q1 |
| Alberta Investment Management Corp | 200,000 | $22K | 0.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15,777 | $21K | 0.0% | 2026-Q1 |
| VR Advisory Services Ltd | 187,500 | $21K | 0.0% | 2026-Q1 |
| Shaolin Capital Management LLC trimmed | 182,488 | $20K | 0.0% | 2026-Q1 |
| MMCAP International Inc. SPC | 175,000 | $19K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 12,966 | $17K | 0.0% | 2026-Q1 |
| Verition Fund Management LLC | 150,000 | $16K | 0.0% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 148,063 | $16K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 12,154 | $16K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 10,992 | $15K | 0.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,449 | $14K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 10,020 | $13K | 0.0% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed | 10,020 | $13K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 9,300 | $12K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 8,218 | $11K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 6,718 | $9K | 0.0% | 2026-Q1 |
| Boussard & Gavaudan Investment Management LLP | 72,260 | $8K | 0.0% | 2026-Q1 |
| CWM, LLC new | 5,650 | $7K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 5,402 | $7K | 0.0% | 2026-Q1 |
| Clear Street Group Inc. added | 64,455 | $7K | 0.0% | 2026-Q1 |
| WHITEBOX ADVISORS LLC | 46,500 | $5K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,950 | $4K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,677 | $4K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,366 | $3K | 0.0% | 2026-Q1 |
| FNY Investment Advisers, LLC | 3,000 | $3K | 0.0% | 2026-Q1 |
| FIFTH LANE CAPITAL, LP | 26,193 | $3K | 0.0% | 2026-Q1 |
| Parallax Volatility Advisers, L.P. | 15,835 | $3K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,778 | $2K | 0.0% | 2026-Q1 |
| Itau Unibanco Holding S.A. new | 1,612 | $2K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,073 | $1K | 0.0% | 2026-Q1 |
| Essential Partners LLC new | 762 | $1K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 750 | $990 | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 503 | $664 | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 4,513 | $496 | 0.0% | 2026-Q1 |
| Periscope Capital Inc. trimmed | 40,000 | $30M | 29.9% | 2025-Q1 stale |
| VANGUARD GROUP INC added | 1,800,524 | $5M | 4.7% | 2025-Q4 stale |
| METEORA CAPITAL, LLC | 23,749 | $4M | 3.6% | 2025-Q4 stale |
| Atlas Merchant Capital LLC trimmed | 325,000 | $2M | 2.0% | 2025-Q1 stale |
| Tiptree Advisors, LLC new | 225,000 | $1M | 1.4% | 2025-Q1 stale |
| Harraden Circle Investments, LLC new | 175,000 | $1M | 1.1% | 2025-Q1 stale |
| THAMES CAPITAL MANAGEMENT LLC new | 78,883 | $489K | 0.5% | 2025-Q1 stale |
| Polar Asset Management Partners Inc. trimmed | 98,886 | $418K | 0.4% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 48,561 | $301K | 0.3% | 2025-Q1 stale |
| Qube Research & Technologies Ltd new | 47,949 | $297K | 0.3% | 2025-Q1 stale |
| Vontobel Holding Ltd. added | 90,223 | $235K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 74,473 | $194K | 0.2% | 2025-Q4 stale |
| Evernest Financial Advisors, LLC new | 42,700 | $165K | 0.2% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 58,973 | $154K | 0.2% | 2025-Q4 stale |
| XTX Topco Ltd added | 28,205 | $109K | 0.1% | 2025-Q3 stale |
| DLD Asset Management, LP new | 24,070 | $102K | 0.1% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 25,112 | $97K | 0.1% | 2025-Q3 stale |
| Tidal Investments LLC trimmed | 18,500 | $48K | 0.0% | 2025-Q4 stale |
| Valeo Financial Advisors, LLC new | 12,200 | $47K | 0.0% | 2025-Q3 stale |
| Squarepoint Ops LLC new | 11,945 | $46K | 0.0% | 2025-Q3 stale |
| CLEAR STREET LLC | 63,955 | $45K | 0.0% | 2025-Q2 stale |
| Harvest Portfolios Group Inc. new | 10,070 | $43K | 0.0% | 2025-Q2 stale |
| Van Hulzen Asset Management, LLC | 10,100 | $39K | 0.0% | 2025-Q3 stale |
| Aptus Capital Advisors, LLC new | 10,000 | $39K | 0.0% | 2025-Q3 stale |
| SevenBridge Financial Group, LLC new | 10,000 | $31K | 0.0% | 2025-Q3 stale |
| Golden State Wealth Management, LLC | 5,900 | $23K | 0.0% | 2025-Q3 stale |
| Flaharty Asset Management, LLC | 3,000 | $19K | 0.0% | 2025-Q1 stale |
| OMERS ADMINISTRATION Corp trimmed | 22,000 | $16K | 0.0% | 2025-Q2 stale |
| NewEdge Advisors, LLC new | 320 | $2K | 0.0% | 2025-Q1 stale |
| NATIONAL BANK OF CANADA /FI/ new | 380 | $2K | 0.0% | 2025-Q2 stale |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM new | 384 | $1K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK new | 195 | $1K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA trimmed | 397 | $1K | 0.0% | 2025-Q4 stale |
| GROUP ONE TRADING LLC trimmed | 200 | $522 | 0.0% | 2025-Q4 stale |
| Stonebridge Financial Group, LLC new | 81 | $502 | 0.0% | 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.
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.