13FPulse
HO

HOOD ROBINHOOD MARKETS INC - A

2026Q2 · CUSIP 770700102 · Crypto & Digital Assets · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,353
Institutions that reported holding it to the SEC
Net increase in holders
+84
Last quarter 1,269 → now 1,353
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

1,353 funds held HOOD at the end of 2026Q2, up 84 from the quarter before. That is stronger buying than 97.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.9B(YoY +38.3%), the P/E is 47.3x, return on equity is 21.7%. HOOD has had 13 buying rushes in its history, and the price moved +54.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector, tagged Crypto & Digital Assets.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q4: holders=285 2022Q1: holders=281 2022Q2: holders=316 2022Q3: holders=314 2022Q4: holders=321 2023Q1: holders=299 2023Q2: holders=315 2023Q3: holders=364 2023Q4: holders=371 2024Q1: holders=408 2024Q2: holders=464 2024Q3: holders=496 2024Q4: holders=723 2025Q1: holders=839 2025Q2: holders=1064 2025Q3: holders=1304 2025Q4: holders=1396 2026Q1: holders=1269 2026Q2: holders=1353 -240 -120 +0 +120 +240 2528591466 21Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2025Q4 Top 5% +0.1%
2025Q3 Top 1% in the market -34.8% -34.7%
2025Q2 Top 1% in the market +6.5% -34.6%
2025Q1 Top 1% in the market +67.3% +80.4%
2024Q4 Top 1% in the market -5.4% +76.2%
2024Q3 Top 10% +47.4% +85.1%
2024Q2 Top 5% +61.3% +196.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
342
Change in large funds
+31
Total value they hold
$61.2B
Funds buying for the first time
271
Funds that sold out entirely
187
Price change that quarter
+38.7%
Funds holding puts (bearish)
61
Funds holding calls (bullish)
82

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
47.3
EPS (TTM)
$2.26
EPS YoY
+15.3%
Revenue (TTM)
$4.9B
Revenue YoY
+38.3%
Net margin
42.0%
ROE
21.7%
Debt ratio
83.1%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS -0.20 2022-12-31: EPS -0.18 2023-03-31: EPS -0.57 2023-06-30: EPS 0.03 2023-09-30: EPS -0.09 2023-12-31: EPS 0.02 2024-03-31: EPS 0.18 2024-06-30: EPS 0.21 2024-09-30: EPS 0.17 2024-12-31: EPS 1.00 2025-03-31: EPS 0.37 2025-06-30: EPS 0.42 2025-09-30: EPS 0.61 2025-12-31: EPS 0.65 2026-03-31: EPS 0.38 2026-06-30: EPS 0.62 0B 0.7B 1.3B $B -0.63 0.24 1.10 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 51 32 91 151 202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-1.9B189M2.3B 2020202120222023202420252026
Latest quarter $-978M (2023-09-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.