- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 11 Feb 2026
- Managers listing it
- 24
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 5 listed it in both
- Shares listed
- 60,653,686
- combined, among listed positions
- Reported value
- $895m
- combined, at the quarter end
Among the 92 comparable managers: 16 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,762,942.
Managers listing CIFR in Q4 2025
24 of 24 holders
Largest increases and reductions, by shares
Increases
- D. E. Shaw & Co.existing position · 15,388,017 shares now+11,417,787
- Jane Street Group LLCexisting position · 16,421,315 shares now+5,379,189
- Janus Henderson Group Ltdexisting position · 4,292,790 shares now+4,180,362
- Marshall Wace LLPnew position · 2,425,364 shares now+2,425,364
- Capital Research Global Investorsnew position · 1,995,945 shares now+1,995,945
Reductions
- Susquehanna International Group LLPexisting position · 641,800 shares now-9,039,657
- Two Sigma Investments LPexisting position · 1,337,866 shares now-5,408,535
- Invesco Ltdexisting position · 3,963,011 shares now-2,889,063
- Two Sigma Advisers LPexisting position · 393,600 shares now-2,370,600
- Tudor Investment Corpexisting position · 109,364 shares now-2,277,490
New positions and exits
New (4)
Exited (4)
- Citadel Advisors LLCwas $53m
- Soros Fund Management LLCwas $2.6m
- ExodusPoint Capital Management LPwas $2.6m
- Balyasny Asset Management LLCwas $597k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2021 | 2 | $17m | n.a. | n.a. |
| Q4 2021 | 1 | $463k | n.a. | n.a. |
| Q1 2022 | 1 | $364k | n.a. | n.a. |
| Q2 2022 | 1 | $137k | n.a. | n.a. |
| Q3 2022 | 1 | $126k | n.a. | n.a. |
| Q4 2022 | 1 | $56k | n.a. | n.a. |
| Q1 2023 | 1 | $233k | n.a. | n.a. |
| Q2 2023 | 1 | $286k | n.a. | n.a. |
| Q3 2023 | 1 | $233k | n.a. | n.a. |
| Q4 2023 | 1 | $413k | 0 | 0 |
| Q1 2024 | 2 | $20m | 1 | 0 |
| Q2 2024 | 1 | $415k | 0 | 0 |
| Q3 2024 | 2 | $2.0m | 2 | 0 |
| Q4 2024 | 2 | $11m | 1 | 1 |
| Q1 2025 | 1 | $1.8m | 1 | 2 |
| Q2 2025 | 2 | $12m | 2 | 0 |
| Q3 2025 | 6 | $362m | 5 | 1 |
| Q4 2025 | 7 | $685m | 16 | 12 |
| Q1 2026 | 6 | $486m | 19 | 10 |
| Q2 2026 | 14 | $1.2bn | 23 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CIFR and V →CIFR and AXP →CIFR and BAC →Choose a stock to compare with CIFR →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CIFR, latest filings →Back to the 13F Explorer →