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Bitgo Holdings Inc (BTGO)

CUSIP: 091947101 | NYSE | Financial Services · Capital Markets | Small Cap | 102 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GStone Ridge Holdings Group LP5,933,5775.5%New 5%+ stakeAug 27, 2026No 13F filer matched
13GStone Ridge Holdings Group LP5,933,577
5.5% of class · Aug 27, 2026

Institutional Holders — Q3 2026

Stone Ridge Holdings Group LP5,933,577
71.8% of portfolio›$43.9M
Geode Capital Management, LLC1,153,260
0.0% of portfolio›$16.3M
Exchange Traded Concepts, LLC942,369
0.0% of portfolio›$7.0M
Penn Capital Management Company, LLC131,830
0.1% of portfolio›$975.5K
Calamos Wealth Management LLC90,000
0.0% of portfolio›$666.0K
Natixis48,620
0.0% of portfolio›$354.9K
Synergy Asset Management, LLC32,893
0.0% of portfolio›$243.4K
Bank of New York Mellon Corp21,852
0.0% of portfolio›$161.7K
Simplex Trading, LLC21,285
0.0% of portfolio›$157.5K
Aspiriant, LLC18,309
0.0% of portfolio›$135.5K
Citigroup Inc18,000
0.0% of portfolio›$133.2K
SEB Asset Management AB16,708
0.0% of portfolio›$123.6K
Imc-Chicago, LLC15,742
0.0% of portfolio›$116.5K
Vise Technologies, Inc.11,155
0.0% of portfolio›$82.5K
Vontobel Holding Ltd.10,138
0.0% of portfolio›$75.0K
SBI Securities Co., Ltd.5,391
0.0% of portfolio›$39.9K
Farther Finance Advisors, LLC2,114
0.0% of portfolio›$15.6K
TD Waterhouse Canada Inc.1,831
0.0% of portfolio›$13.5K
Fortitude Family Office, LLC825
0.0% of portfolio›$6.1K
Parallel Advisors, LLC83
0.0% of portfolio›$614
EverSource Wealth Advisors, LLC64
0.0% of portfolio›$474
Barclays PLC61
0.0% of portfolio›$451
StyleTurnoverLocationFiled
Stone Ridge Holdings Group LP
5,933,577$43.9M71.8%N/AN/ANew York, NY2026-11-06
Geode Capital Management, LLC
1,153,260$16.3M0.0%IndexVery LowBoston, MA2026-11-06
Exchange Traded Concepts, LLC
942,369$7.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Penn Capital Management Company, LLC
131,830$975.5K0.1%ValueHighPhiladelphia, PA2026-11-04
Calamos Wealth Management LLC
90,000$666.0K0.0%GrowthMediumNaperville, IL2026-11-02
Natixis
48,620$354.9K0.0%GARPHighParis, India2026-11-06
Synergy Asset Management, LLC
32,893$243.4K0.0%GrowthHighVancouver, WA2026-11-05
Bank of New York Mellon Corp
21,852$161.7K0.0%CoreLowNew York, NY2026-11-05
Simplex Trading, LLC
21,285$157.5K0.0%CoreVery HighChicago, IL2026-11-04
Aspiriant, LLC
18,309$135.5K0.0%ETFVery LowLos Angeles, CA2026-10-16
Citigroup Inc
18,000$133.2K0.0%CoreMediumNew York, NY2026-11-04
SEB Asset Management AB
16,708$123.6K0.0%CoreN/AStockholm, Sweden2026-11-04
Imc-Chicago, LLC
15,742$116.5K0.0%GARPVery HighChicago, IL2026-11-05
Vise Technologies, Inc.
11,155$82.5K0.0%IndexLowNew York, NY2026-10-29
Vontobel Holding Ltd.
10,138$75.0K0.0%CoreMediumZurich, Switzerland2026-10-16
SBI Securities Co., Ltd.
5,391$39.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farther Finance Advisors, LLC
2,114$15.6K0.0%IndexLowSan Francisco, CA2026-10-08
TD Waterhouse Canada Inc.
1,831$13.5K0.0%CoreLowToronto, Australia2026-10-16
Fortitude Family Office, LLC
825$6.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Parallel Advisors, LLC
83$6140.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
64$4740.0%CoreMediumBirmingham, AL2026-11-04
Barclays PLC
61$4510.0%CoreMediumLondon, United Kingdom2026-11-06
New 5%+ stake
No 13F filer matched