Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in DFDV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $3.2M | -0.8% | 3.620% | 0.00% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 748K | $2.2M | -20.5% | 2.482% | 0.00% |
| 3 | JANE STREET GROUP, LLC | 429K | $1.3M | +0.0% | 1.423% | 0.00% |
| 4 | BlackRock, Inc. | 363K | $1.1M | +4.5% | 1.205% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 294K | $864K | +10.9% | 0.975% | 0.00% |
| 6 | CITADEL ADVISORS LLC | 289K | $850K | -24.6% | 0.960% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 286K | $840K | +0.0% | 0.949% | 0.00% |
| 8 | Alyeska Investment Group, L.P. | 269K | $789K | 0.0% | 0.892% | 0.00% |
| 9 | MILLENNIUM MANAGEMENT LLC | 189K | $555K | -7.4% | 0.627% | 0.00% |
| 10 | DeepCurrents Investment Group LLC | 152K | $448K | 0.0% | 0.505% | 0.01% |
| 11 | Jain Global LLC | 152K | $446K | +24.8% | 0.503% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 151K | $443K | +0.7% | 0.500% | 0.00% |
| 13 | GROUP ONE TRADING LLC | 119K | $350K | -16.7% | 0.395% | 0.00% |
| 14 | MARSHALL WACE, LLP | 118K | $347K | -24.7% | 0.392% | 0.00% |
| 15 | SIMPLEX TRADING, LLC | 117K | $345K | +1.2% | 0.390% | 0.00% |
| 16 | NewEdge Advisors, LLC | 114K | $334K | +36.2% | 0.377% | 0.00% |
| 17 | STATE STREET CORP | 112K | $329K | 0.0% | 0.372% | 0.00% |
| 18 | NOMURA HOLDINGS INC | 112K | $329K | — | 0.371% | 0.00% |
| 19 | UBS Group AG | 93K | $272K | -60.9% | 0.307% | 0.00% |
| 20 | Headlands Technologies LLC | 78K | $230K | +55.7% | 0.260% | 0.02% |
| 21 | Belvedere Trading LLC | 73K | $217K | +0.4% | 0.243% | 0.00% |
| 22 | Verition Fund Management LLC | 66K | $195K | 0.0% | 0.220% | 0.00% |
| 23 | Engineers Gate Manager LP | 60K | $177K | -0.9% | 0.199% | 0.00% |
| 24 | XTX Topco Ltd | 60K | $175K | — | 0.198% | 0.00% |
| 25 | NORTHERN TRUST CORP | 55K | $162K | +2.1% | 0.183% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DFDV — a direct measure of their conviction.
Filings activity in DFDV during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new DFDV position in Q2 2026
Institutions that fully closed their DFDV position in Q2 2026
7 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 48 | 5.9% | 19.93% | 2.13 pp | $18M | 16% |
| Q1 2026 | 51 | 3.8% | 22.06% | 5.43 pp | $21M | 46% |
| Q4 2025 | 53 | +18% | 27.49% | 7.64 pp | $39M | 73% |
| Q3 2025 | 45 | +73% | 35.13% | +20.35 pp | $145M | +170% |
| Q2 2025 | 26 | +550% | 14.78% | +14.68 pp | $54M | +257409% |
| Q1 2025 | 4 | +33% | 0.10% | +0.09 pp | $0M | +1022% |
| Q4 2024 | 3 | — | 0.01% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DFDV stock.
Based on Q2 2026 13F filings, institutional ownership of DeFi Development Corp. stands at 19.9%, held across 48 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of DFDV, with approximately 1,090,293 shares worth $0.00B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of DFDV, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for DFDV is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in DFDV during Q2 2026, while 9 fully exited. 6 added to existing positions and 34 trimmed.
DFDV institutional ownership fell by 2.13 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 68.5% of all reported 13F value in DFDV, and the top 25 account for 93.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
DeFi Development Corp. (DFDV) Institutional Ownership