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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F Institutional Ownership · WLTH

Wealthfront Corporation NMS:WLTH

Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31.

91 new0 added0 reduced0 exited

New Positions(91)

ManagerSharesΔ SharesValueΔ Value% Δ
TIGER GLOBAL MANAGEMENT LLC15,156,877+15,156,877$206.0M+$206.0M
DAG Ventures, LLC13,813,474+13,813,474$187.7M+$187.7M
Ribbit Management Company, LLC9,848,159+9,848,159$133.8M+$133.8M
Index Venture Associates VI Ltd9,460,434+9,460,434$128.6M+$128.6M
BlackRock, Inc.5,363,334+5,363,334$72.9M+$72.9M
FMR LLC4,039,317+4,039,317$54.9M+$54.9M
WELLINGTON MANAGEMENT GROUP LLP3,986,938+3,986,938$54.2M+$54.2M
JPMORGAN CHASE & CO2,040,138+2,040,138$27.7M+$27.7M
Whale Rock Capital Management LLC1,600,000+1,600,000$21.7M+$21.7M
Granahan Investment Management, LLC1,386,092+1,386,092$18.8M+$18.8M
North Reef Capital Management LP1,226,633+1,226,633$16.7M+$16.7M
JANUS HENDERSON GROUP PLC1,015,000+1,015,000$13.8M+$13.8M
Invesco Ltd.1,000,000+1,000,000$13.6M+$13.6M
NORGES BANK1,000,000+1,000,000$13.6M+$13.6M
Alyeska Investment Group, L.P.900,000+900,000$12.2M+$12.2M
ADAGE CAPITAL PARTNERS GP, L.L.C.891,600+891,600$12.1M+$12.1M
CITADEL ADVISORS LLC875,000+875,000$11.9M+$11.9M
JANE STREET GROUP, LLC808,971+808,971$11.0M+$11.0M
Dragoneer Investment Group, LLC654,338+654,338$8.9M+$8.9M
Nuveen, LLC631,565+631,565$8.6M+$8.6M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND625,000+625,000$8.5M+$8.5M
GOLDMAN SACHS GROUP INC598,915+598,915$8.1M+$8.1M
ALLIANCEBERNSTEIN L.P.538,847+538,847$7.3M+$7.3M
Point72 Asset Management, L.P.524,165+524,165$7.1M+$7.1M
Balyasny Asset Management LLC516,527+516,527$7.0M+$7.0M
Woodline Partners LP424,459+424,459$5.8M+$5.8M
ExodusPoint Capital Management, LP400,000+400,000$5.4M+$5.4M
KENNEDY CAPITAL MANAGEMENT LLC383,204+383,204$5.2M+$5.2M
Karl Kapital LLC382,414+382,414$5.2M+$5.2M
Burkehill Global Management, LP350,000+350,000$4.8M+$4.8M
Ghisallo Capital Management LLC350,000+350,000$4.8M+$4.8M
JENNISON ASSOCIATES LLC323,476+323,476$4.4M+$4.4M
Shay Capital LLC316,965+316,965$4.3M+$4.3M
FJ Capital Management LLC314,187+314,187$4.3M+$4.3M
Azora Capital LP300,518+300,518$4.1M+$4.1M
Monashee Investment Management LLC300,000+300,000$4.1M+$4.1M
MARSHALL WACE, LLP270,910+270,910$3.7M+$3.7M
MILLENNIUM MANAGEMENT LLC264,879+264,879$3.6M+$3.6M
Schonfeld Strategic Advisors LLC250,136+250,136$3.4M+$3.4M
VANGUARD GROUP INC215,000+215,000$2.9M+$2.9M
PEAK6 LLC208,752+208,752$2.8M+$2.8M
D. E. Shaw & Co., Inc.200,000+200,000$2.7M+$2.7M
SOROS FUND MANAGEMENT LLC182,960+182,960$2.5M+$2.5M
Longaeva Partners L.P.175,000+175,000$2.4M+$2.4M
TEACHER RETIREMENT SYSTEM OF TEXAS170,000+170,000$2.3M+$2.3M
UBS Group AG165,044+165,044$2.2M+$2.2M
Squarepoint Ops LLC152,560+152,560$2.1M+$2.1M
SEVEN GRAND MANAGERS, LLC150,000+150,000$2.0M+$2.0M
GEODE CAPITAL MANAGEMENT, LLC128,713+128,713$1.7M+$1.7M
LMR Partners LLP126,930+126,930$1.7M+$1.7M
LuminArx Capital Management LP116,002+116,002$1.6M+$1.6M
ELEMENT CAPITAL MANAGEMENT LLC94,034+94,034$1.3M+$1.3M
Covalis Capital LLP85,593+85,593$1.2M+$1.2M
FEDERATED HERMES, INC.84,167+84,167$1.1M+$1.1M
Weiss Asset Management LP75,000+75,000$1.0M+$1.0M
Diametric Capital, LP75,000+75,000$1.0M+$1.0M
Zimmer Partners, LP70,000+70,000$951.3K+$951.3K
Holocene Advisors, LP66,056+66,056$897.7K+$897.7K
READYSTATE ASSET MANAGEMENT LP60,000+60,000$815.4K+$815.4K
Davidson Kempner Capital Management LP50,000+50,000$679.5K+$679.5K
STATE OF WISCONSIN INVESTMENT BOARD50,000+50,000$679.5K+$679.5K
BANK OF AMERICA CORP /DE/47,608+47,608$647.0K+$647.0K
SEI INVESTMENTS CO41,154+41,154$559.3K+$559.3K
Walleye Capital LLC40,000+40,000$543.6K+$543.6K
TD Asset Management Inc36,814+36,814$500.3K+$500.3K
Freestone Grove Partners LP36,000+36,000$489.2K+$489.2K
XTX Topco Ltd35,710+35,710$485.3K+$485.3K
Qube Research & Technologies Ltd26,944+26,944$366.2K+$366.2K
SILVERCREST ASSET MANAGEMENT GROUP LLC25,623+25,623$348.2K+$348.2K
TUDOR INVESTMENT CORP ET AL25,363+25,363$344.7K+$344.7K
Wealthfront Advisers LLC23,953+23,953$325.5K+$325.5K
Brevan Howard Capital Management LP22,390+22,390$304.3K+$304.3K
Legal & General Group Plc20,000+20,000$272.3K+$272.3K
GABELLI FUNDS LLC19,400+19,400$263.6K+$263.6K
Hudson Bay Capital Management LP18,050+18,050$245.3K+$245.3K
TWO SIGMA INVESTMENTS, LP17,500+17,500$237.8K+$237.8K
Coastal Investment Advisors, Inc.14,300+14,300$194.3K+$194.3K
Symmetry Investments LP14,000+14,000$190.3K+$190.3K
BARCLAYS PLC10,036+10,036$136.4K+$136.4K
MORGAN STANLEY7,284+7,284$99.0K+$99.0K
Sandia Investment Management LP3,269+3,269$44.4K+$44.4K
T. Rowe Price Investment Management, Inc.2,291,079+2,291,079$31.1K+$31.1K
Aster Capital Management (DIFC) Ltd1,491+1,491$20.3K+$20.3K
Allworth Financial LP500+500$6.8K+$6.8K
Tower Research Capital LLC (TRC)306+306$4.2K+$4.2K
ADVISOR GROUP HOLDINGS, INC.200+200$2.7K+$2.7K
HRT FINANCIAL LP71,469+71,469$971+$971
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY33,360+33,360$453+$453
COHEN & STEERS, INC.20,000+20,000$272+$272
SBI Securities Co., Ltd.6+6$82+$82
JONES FINANCIAL COMPANIES LLLP3+3$41+$41

Top Holders by reported value

Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.

ManagerShares$ ValueΔ SharesQoQ %
TIGER GLOBAL MANAGEMENT LLC15,156,877$206.0M+15,156,877
DAG Ventures, LLC13,813,474$187.7M+13,813,474
Ribbit Management Company, LLC9,848,159$133.8M+9,848,159
Index Venture Associates VI Ltd9,460,434$128.6M+9,460,434
BlackRock, Inc.5,363,334$72.9M+5,363,334
FMR LLC4,039,317$54.9M+4,039,317
WELLINGTON MANAGEMENT GROUP LLP3,986,938$54.2M+3,986,938
JPMORGAN CHASE & CO2,040,138$27.7M+2,040,138
Whale Rock Capital Management LLC1,600,000$21.7M+1,600,000
Granahan Investment Management, LLC1,386,092$18.8M+1,386,092
North Reef Capital Management LP1,226,633$16.7M+1,226,633
JANUS HENDERSON GROUP PLC1,015,000$13.8M+1,015,000
NORGES BANK1,000,000$13.6M+1,000,000
Invesco Ltd.1,000,000$13.6M+1,000,000
Alyeska Investment Group, L.P.900,000$12.2M+900,000
ADAGE CAPITAL PARTNERS GP, L.L.C.891,600$12.1M+891,600
CITADEL ADVISORS LLC875,000$11.9M+875,000
JANE STREET GROUP, LLC808,971$11.0M+808,971
Dragoneer Investment Group, LLC654,338$8.9M+654,338
Nuveen, LLC631,565$8.6M+631,565

New & Closed Positions this quarter

Closed Positions
0 managers exited
Top five by prior-quarter value

No managers exited their positions this quarter.

Methodology

Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.

Quarter-over-quarter deltas compare each manager's most recently reported share count for WLTH against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.

Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.