BTGONYSEFinance ServicesFiscal year ends January 23
BITGO HOLDINGS, INC.
Financials through Q2 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$5.61−0.27 (-4.59%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
34.7%
41M of 118M shares
Institutional holders
67
32 new, 19 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 13 sales
Net sold $7.54M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Stone Ridge Holdings Group LP | 5,933,577 | 5.46% | 13G (passive) | Aug 27, 2026 |
| Antonio J. Gracias | 12,538,608 | 11.70% | 13G (passive) | Mar 31, 2026 |
| Redpoint Ventures V, L.P. | 10,484,516 | 9.80% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BTGO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Valor Management LLC | 12,538,608 | 10.67% | $64.95M | – | 0.08% |
| Redpoint Management, LLC | 10,752,948 | 9.15% | $55.70M | – | 27.32% |
| Crcm LP | 2,624,342 | 2.23% | $13.59M | New | 4.47% |
| DRW Securities, LLC | 2,063,865 | 1.76% | $10.69M | New | 0.26% |
| Toroso Investments, LLC | 1,993,619 | 1.70% | $10.33M | +844,715 | 0.02% |
| Jump Financial, LLC | 1,568,657 | 1.33% | $8.13M | – | 0.07% |
| VY Capital Management Co. Ltd. | 1,332,714 | 1.13% | $6.90M | New | 0.01% |
| Millennium Management LLC | 744,483 | 0.63% | $3.86M | +668,563 | 0.00% |
| a16z Capital Management, L.L.C. | 666,356 | 0.57% | $3.45M | – | 0.02% |
| Renaissance Technologies LLC | 619,735 | 0.53% | $3.21M | New | 0.00% |
| Alpine Global Management, LLC | 612,256 | 0.52% | $3.17M | +122,914 | 0.52% |
| Hrt Financial LP | 470,591 | 0.40% | $2.44K | New | 0.00% |
| Geode Capital Management, LLC | 455,793 | 0.39% | $9.03M | +121,230 | 0.00% |
| ParaFi Capital LP | 374,400 | 0.32% | $1.94M | New | 0.54% |
| BlackRock, Inc. | 347,651 | 0.30% | $1.80M | −5,625 | 0.00% |
| Intesa Sanpaolo S.p.A. | 323,000 | 0.27% | $1.67M | +157,400 | 0.06% |
| State Street Corp | 232,020 | 0.20% | $1.20M | +198,020 | 0.00% |
| Norges Bank | 228,398 | 0.19% | $1.18M | New | 0.00% |
| UBS Group AG | 225,607 | 0.19% | $1.17M | +100,324 | 0.00% |
| Bain Capital Venture Investors, LLC | 203,223 | 0.17% | $1.05M | – | 0.79% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 67 | 41M | 34.7% | 32 / 19 | 9 / 19 | 11M | 6M |
| Q1 2026 | 55 | 35M | 30.1% | 55 / 0 | 0 / 0 | 35M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BTGO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Amplify Blockchain Technology ETF | 1,993,619 | 1.70% | $10.33M | 0.89% | Jun 30, 2026 |
| Fidelity Crypto Industry and Digital Payments ETF | 313,628 | 0.27% | $1.62M | 0.62% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 174,220 | 0.15% | $902.46K | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 131,447 | 0.11% | $680.90K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 62,065 | 0.05% | $373.01K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 55,350 | 0.05% | $332.65K | 0.00% | May 31, 2026 |
| Bitwise Bitcoin Standard Corporations ETF | 52,312 | 0.04% | $270.98K | 1.79% | Jun 30, 2026 |
| iShares Morningstar Small-Cap Growth ETF | 34,069 | 0.03% | $165.58K | 0.02% | Jul 31, 2026 |
| Invesco Alerian Galaxy Crypto Economy ETF | 31,791 | 0.03% | $154.50K | 2.23% | Jul 31, 2026 |
| iShares Blockchain and Tech ETF | 30,035 | 0.03% | $155.58K | 0.18% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 27,614 | 0.02% | $165.96K | 0.00% | May 31, 2026 |
| FlexShares Morningstar US Market Factor Tilt Index Fund | 25,754 | 0.02% | $125.16K | 0.01% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 18,004 | 0.02% | $108.20K | 0.00% | May 31, 2026 |
| DoubleLine Fortune 500 Equal Weight ETF | 10,953 | 0.01% | $56.74K | 0.18% | Jun 30, 2026 |
| Schwab U.S. Broad Market ETF | 10,000 | 0.01% | $60.10K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Chen Fang | Chief Revenue Officer, Director | 1,256,704 | 1.07% | Sep 9, 2026 |
| Michael Belshe | CEO, President, CTO, Director, 10% owner | 1,713,141 | 1.46% | Jul 28, 2026 |
| Alexander Rozman | Chief Compliance Officer | 133,800 | 0.11% | Sep 23, 2026 |
| Jody Mettler | Chief Operating Officer | 38,301 | 0.03% | Sep 18, 2026 |
| Edward Reginelli | Chief Financial Officer | 582,310 | 0.50% | Sep 9, 2026 |
| Jeff Peter Horowitz | Chief Compliance Officer | 287,662 | 0.24% | Jul 28, 2026 |
| Brian Murray | Director | 3,109 | 0.00% | Jan 27, 2026 |
| Sunita Parasuraman | Director | 36,000 | 0.03% | Jan 23, 2026 |
| Brian P. Brooks | Director | 86,000 | 0.07% | Jan 23, 2026 |
| Justin Evans | Director | 36,000 | 0.03% | Jan 23, 2026 |
| Vivek Krishna Pattipati | Director | – | – | Jan 21, 2026 |
| Redpoint Ventures V, LLC | 10% owner | 10,752,948 | 9.15% | May 5, 2026 |
| Redpoint Ventures V, L.P. | 10% owner | 10,752,948 | 9.15% | May 5, 2026 |
| Equity Partners Iv-A L.P. Valor | 10% owner | – | – | Jan 27, 2026 |
| Equity Associates IV L.P. Valor | 10% owner | – | – | Jan 27, 2026 |
| Equity Capital IV LLC Valor | 10% owner | – | – | Jan 27, 2026 |
| Equity Partners Iv-B L.P. Valor | 10% owner | 300,510 | 0.26% | Jan 27, 2026 |
| Antonio J. Gracias | 10% owner | 1,736,377 | 1.48% | Jan 27, 2026 |
| Management L.P. Valor | 10% owner | – | – | Jan 27, 2026 |
| Equity Partners Iv L.P. Valor | 10% owner | – | – | Jan 27, 2026 |
| Valor Digital Investments, LLC | 10% owner | – | – | Jan 27, 2026 |
| Equity Partners Vi-A L.P. Valor | 10% owner | 9,201,725 | 7.83% | Jan 27, 2026 |
| Equity Associates VI L.P. Valor | 10% owner | – | – | Jan 27, 2026 |
| Equity Partners Vi-B L.P. Valor | 10% owner | – | – | Jan 27, 2026 |
| Equity Partners Vi L.P. Valor | 10% owner | – | – | Jan 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Chen Fang Chief Revenue Officer, Director | Sep 6, 2026 | Tax withholding | −220 | $7.30 | $1.61K | 1,256,704 |
| Edward Reginelli Chief Financial Officer | Sep 6, 2026 | Tax withholding | −88 | $7.30 | $642 | 582,310 |
| Jody Mettler Chief Operating Officer | Sep 6, 2026 | Tax withholding | −72 | $7.30 | $526 | 38,301 |
| Chen Fang Chief Revenue Officer, Director | Aug 7, 2026 | Sale | −234 | $5.02 | $1.17K | 1,256,924 |
| Edward Reginelli Chief Financial Officer | Aug 7, 2026 | Sale | −91 | $5.02 | $457 | 582,398 |
| Jody Mettler Chief Operating Officer | Aug 7, 2026 | Sale | −97 | $5.02 | $487 | 38,373 |
| Michael Belshe CEO, President, CTO, Director, 10% owner | Jul 24, 2026 | Sale | −38,691 | $4.89 | $189.20K | 798,464 |
| Edward Reginelli CFO | Jul 24, 2026 | Sale | −9,021 | $4.89 | $44.11K | 582,489 |
| Jody Mettler Chief Operating Officer | Jul 8, 2026 | Sale | −66 | $4.97 | $328 | 38,470 |
| Edward Reginelli CFO | Jul 8, 2026 | Sale | −94 | $4.97 | $467 | 591,510 |
| Jody Mettler Chief Operating Officer | Jun 11, 2026 | Sale | −79 | $5.12 | $404 | 38,536 |
| Edward Reginelli CFO | Jun 11, 2026 | Sale | −91 | $5.12 | $466 | 591,604 |
| Michael Belshe CEO, President, CTO, Director, 10% owner | May 22, 2026 | Tax withholding | −21,200 | $6.93 | $146.92K | 837,155 |
| Jody Mettler Chief Operating Officer | May 6, 2026 | Tax withholding | −74 | $11.87 | $878 | 38,615 |
| Edward Reginelli CFO | May 6, 2026 | Tax withholding | −88 | $11.87 | $1.04K | 591,695 |
| Jody Mettler Chief Operating Officer | Apr 6, 2026 | Tax withholding | −144 | $8.41 | $1.21K | 38,689 |
| Edward Reginelli CFO | Apr 6, 2026 | Tax withholding | −175 | $8.41 | $1.47K | 591,783 |
| Chen Fang Chief Revenue Officer, Director | Mar 30, 2026 | Award | +2,000 | – | – | 1,257,158 |
| Edward Reginelli CFO | Mar 30, 2026 | Award | +5,833 | – | – | 544,833 |
| Edward Reginelli CFO | Mar 30, 2026 | Award | +47,125 | – | – | 591,958 |
| Jeff Peter Horowitz Chief Compliance Officer | Mar 30, 2026 | Award | +8,333 | – | – | 319,451 |
| Chen Fang Chief Revenue Officer, Director | Mar 30, 2026 | Award | +21,667 | – | – | 1,255,158 |
| Jody Mettler Chief Operating Officer | Mar 30, 2026 | Award | +5,833 | – | – | 38,833 |
| Jody Mettler Chief Operating Officer | Mar 30, 2026 | Award | +8,000 | – | – | 33,000 |
| Michael Belshe CEO, President, CTO, Director, 10% owner | Mar 23, 2026 | Tax withholding | −22,426 | $9.82 | $220.22K | 858,355 |
| Brian Murray Director | Jan 23, 2026 | Conversion | +1,675 | – | – | 3,109 |
| Jeff Peter Horowitz Chief Compliance Officer | Jan 23, 2026 | Sale | −116,007 | $16.74 | $1.94M | 311,118 |
| Equity Partners Vi-A L.P. Valor 10% owner | Jan 23, 2026 | Conversion | +9,201,725 | – | – | 9,201,725 |
| Equity Partners Vi-A L.P. Valor 10% owner | Jan 23, 2026 | Conversion | +330,277 | – | – | 613,048 |
| Equity Partners Vi-A L.P. Valor 10% owner | Jan 23, 2026 | Conversion | +1,175,180 | – | – | 1,736,377 |
| Equity Partners Vi-A L.P. Valor 10% owner | Jan 23, 2026 | Conversion | +649,193 | – | – | 949,703 |
| Equity Partners Vi-A L.P. Valor 10% owner | Jan 23, 2026 | Conversion | +26,140 | – | – | 37,755 |
| Chen Fang Chief Revenue Officer, Director | Jan 23, 2026 | Sale | −250,000 | $16.74 | $4.19M | 1,233,491 |
| Jody Mettler Chief Operating Officer | Jan 23, 2026 | Sale | −25,000 | $16.74 | $418.50K | 25,000 |
| Redpoint Ventures V, LLC 10% owner | Jan 23, 2026 | Conversion | +268,432 | – | – | 268,432 |
| Redpoint Ventures V, LLC 10% owner | Jan 23, 2026 | Conversion | +10,484,516 | – | – | 10,484,516 |
| Edward Reginelli CFO | Jan 23, 2026 | Sale | −45,000 | $16.74 | $753.30K | 539,000 |
| Antonio J. Gracias 10% owner | Jan 23, 2026 | Conversion | +1,175,180 | – | – | 1,736,377 |
| Antonio J. Gracias 10% owner | Jan 23, 2026 | Conversion | +26,140 | – | – | 37,755 |
| Antonio J. Gracias 10% owner | Jan 23, 2026 | Conversion | +330,277 | – | – | 613,048 |
| Antonio J. Gracias 10% owner | Jan 23, 2026 | Conversion | +649,193 | – | – | 949,703 |
| Antonio J. Gracias 10% owner | Jan 23, 2026 | Conversion | +9,201,725 | – | – | 9,201,725 |
| Michael Belshe CEO, President, CTO, Director, 10% owner | Jan 21, 2026 | Tax withholding | −119,219 | $18.00 | $2.15M | 880,781 |
| Jeff Peter Horowitz Chief Compliance Officer | Jan 21, 2026 | Returned to company | −15,885 | – | – | 427,125 |
| Michael Belshe CEO, President, CTO, Director, 10% owner | Jan 21, 2026 | Tax withholding | −127,613 | $18.00 | $2.30M | 872,387 |
| Edward Reginelli CFO | Sep 25, 2025 | Option exercise | +173,000 | $0.21 | $36.33K | 468,000 |
| Edward Reginelli CFO | Sep 17, 2025 | Award | +26,000 | – | – | 295,000 |
| Sunita Parasuraman Director | Sep 6, 2025 | Award | +36,000 | – | – | 36,000 |
| Brian P. Brooks Director | Sep 6, 2025 | Award | +36,000 | – | – | 86,000 |
| Justin Evans Director | Sep 6, 2025 | Award | +36,000 | – | – | 36,000 |
| Brian P. Brooks Director | Aug 15, 2025 | Award | +50,000 | – | – | 50,000 |
| Jody Mettler Chief Operating Officer | Jul 21, 2025 | Option exercise | +10,000 | $0.21 | $2.10K | 50,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.