Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FLD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | 494K | $19.2M | β | 0.973% | 0.59% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $2.3M | β | 3.426% | 0.00% |
| 3 | Blue Owl Capital Holdings LP | 857K | $1.1M | 0.0% | 1.687% | 0.30% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 303K | $400K | +19.5% | 0.597% | 0.00% |
| 5 | Union Square Park Capital Management, LLC | 89K | $233K | 0.0% | 0.176% | 0.19% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 116K | $153K | β | 0.229% | 0.00% |
| 7 | Baird Financial Group, Inc. | 105K | $139K | 0.0% | 0.207% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 104K | $138K | β | 0.205% | 0.00% |
| 9 | BlackRock, Inc. | 96K | $126K | +14.1% | 0.188% | 0.00% |
| 10 | STATE STREET CORP | 87K | $115K | +11.6% | 0.172% | 0.00% |
| 11 | Mariner, LLC | 68K | $90K | +6.9% | 0.134% | 0.00% |
| 12 | NORTHERN TRUST CORP | 63K | $83K | -0.5% | 0.124% | 0.00% |
| 13 | MARSHALL WACE, LLP | 62K | $82K | 0.0% | 0.122% | 0.00% |
| 14 | Cypress Point Wealth Management, LLC | 54K | $71K | -1.7% | 0.106% | 0.02% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 36K | $48K | β | 0.071% | 0.00% |
| 16 | Shay Capital LLC | 28K | $37K | +21.6% | 0.055% | 0.00% |
| 17 | FMR LLC | 25K | $32K | +147.0% | 0.049% | 0.00% |
| 18 | Abel Hall, LLC | 24K | $31K | β | 0.047% | 0.01% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17K | $22K | β | 0.033% | 0.00% |
| 20 | UBS Group AG | 17K | $22K | +231.4% | 0.033% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16K | $21K | 0.0% | 0.031% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 13K | $17K | +22.4% | 0.026% | 0.00% |
| 23 | ADVISOR GROUP HOLDINGS, INC. | 12K | $16K | -49.0% | 0.024% | 0.00% |
| 24 | RHUMBLINE ADVISERS | 11K | $15K | +84.0% | 0.022% | 0.00% |
| 25 | BANK OF AMERICA CORP /DE/ | 10K | $14K | +91.7% | 0.021% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FLD β a direct measure of their conviction.
Filings activity in FLD during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 53 | +26% | 82.26% | +52.87 pp | $25M | +180% |
| Q4 2025 | 42 | +20% | 29.39% | 15.01 pp | $9M | 34% |
| Q3 2025 | 35 | +21% | 44.40% | +23.71 pp | $13M | +115% |
| Q2 2025 | 29 | +26% | 20.69% | 6.46 pp | $6M | 24% |
| Q1 2025 | 23 | +667% | 27.15% | +5.88 pp | $8M | +28% |
| Q4 2024 | 3 | 85% | 21.27% | 82.72 pp | $6M | 80% |
| Q3 2024 | 20 | +11% | 103.99% | 47.24 pp | $31M | 31% |
| Q2 2024 | 18 | β | 151.23% | β | $45M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FLD stock.
Based on Q1 2026 13F filings, institutional ownership of Fold Holdings Inc stands at 82.3%, held across 53 reporting institutions.
EverSource Wealth Advisors, LLC is the largest reported institutional holder of FLD, with approximately 494,261 shares worth $0.02B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of FLD, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for FLD is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in FLD during Q1 2026, while 8 fully exited. 7 added to existing positions and 26 trimmed.
FLD institutional ownership rose by 52.87 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 97.2% of all reported 13F value in FLD, and the top 25 account for 99.6%.
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.
Fold Holdings Inc (FLD) Institutional Ownership