MetaCap

Who Owns Fold Stock?

NASDAQ: FLDFinancial ServicesCapital MarketsUSD

0.5523-0.0219 (-3.81%)

At close: Oct 8, 4:00 PM ET · Delayed 15 min

Pre-market: 0.52 -5.85%

Ownership breakdown

Held by institutions
17.06%
Institutional holders
61
  • Institutions 17.1%
  • Insiders 59.8%
  • Public and other 23.2%

Who owns Fold stock?

Institutional investors own about 17.1% of Fold's shares, spread across 61 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 59.75% of FLD.

The largest institutional holders are Vanguard Capital Management LLC (2.33%), Blue Owl Capital Holdings LP (1.56%) and HRT Financial LP (0.41%). Together, the top 10 institutions control 5.9% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their FLD positions and 2 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of FLD

Fold top institutional holders
InstitutionShares% HeldChange
Vanguard Capital Management LLC1.28M2.33%-26.6%
Blue Owl Capital Holdings LP856.63K1.56%0.0%
HRT Financial LP223.55K0.41%+100.0%
AQR Capital Management, LLC203.97K0.37%+75.5%
Geode Capital Management, LLC153.68K0.28%-49.3%
Jane Street Group, LLC131.62K0.24%+100.0%
Baird Financial Group, Inc.105.15K0.19%0.0%
Blackrock Inc.96.52K0.18%+1.0%
Union Square Park Capital Management, LLC89.13K0.16%0.0%
UBS Group AG84.60K0.15%+412.6%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of FLD

Fold top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund1.07M1.94%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund162.53K0.30%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund79.22K0.14%
VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.47.46K0.09%
iShares Trust-iShares Micro-Cap ETF45.16K0.08%
VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund31.57K0.06%
Fidelity Concord Street Trust-Fidelity Total Market Index Fund24.55K0.04%
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund19.09K0.03%
VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Value Index Fund3.48K0.01%
VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Growth Index Fund2.27K0.00%

Frequently asked questions

Who is the largest shareholder of Fold?

Vanguard Capital Management LLC is the largest institutional shareholder of FLD, owning 2.33% of shares outstanding (1.28M shares) as of its latest 13F filing.

What percentage of Fold is owned by institutions?

Institutions own about 17.1% of FLD shares and 42.4% of the public float.

How much of Fold do insiders own?

Insiders, such as officers and directors, own about 59.75% of FLD shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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