VCXNYSEFiscal year ends December 31
Fundrise Innovation Fund, LLC
$23.64−0.74 (-3.04%)
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
0M
Shares held, 13F filers
Institutional holders
52
41 new, 12 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
8 buys · 0 sales
Net bought $55.19K
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VCX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| CloudAlpha Capital Management Limited/Hong Kong | 172,355 | – | $14.90M | −30,749 | 0.42% |
| Newtyn Management, LLC | 40,000 | – | $3.46M | New | 0.43% |
| LPL Financial LLC | 22,198 | – | $1.92M | New | 0.00% |
| Centiva Capital, LP | 21,700 | – | $1.88M | New | 0.02% |
| UBS Group AG | 9,072 | – | $784.09K | +8,546 | 0.00% |
| Hrt Financial LP | 6,697 | – | $578 | New | 0.00% |
| Jane Street Group, LLC | 5,900 | – | $509.94K | New | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 5,402 | – | $466 | New | 0.00% |
| CreativeOne Wealth, LLC | 4,867 | – | $420.66K | New | 0.01% |
| Sanctuary Advisors, LLC | 4,733 | – | $409.07K | New | 0.00% |
| Osaic Holdings, Inc. | 4,652 | – | $402.04K | +4,383 | 0.00% |
| Kestra Private Wealth Services, LLC | 4,220 | – | $364.74K | +965 | 0.00% |
| Susquehanna International Group, Llp | 4,030 | – | $348.31K | New | 0.00% |
| Cetera Investment Advisers | 3,981 | – | $344.08K | New | 0.00% |
| Lake Hills Wealth Management, LLC | 3,471 | – | $300.00K | New | 0.14% |
| HighTower Advisors, LLC | 3,286 | – | $284.02K | New | 0.00% |
| Scotia Capital Inc. | 3,210 | – | $277.44K | New | 0.00% |
| Commonwealth Equity Services, LLC | 2,478 | – | $214.17K | New | 0.00% |
| Newbridge Financial Services Group, Inc. | 1,270 | – | $109.77K | New | 0.01% |
| IFG Advisory, LLC | 1,233 | – | $106.57K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 52 | 0M | 41 / 5 | 2 / 12 | 0M | 0M |
| Q1 2026 | 25 | 0M | 25 / 0 | 0 / 0 | 0M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Bjorn Hall | Secretary and CCO | 3,361 | Feb 20, 2026 |
| Alison Staloch | Treasurer | 3,028 | May 13, 2025 |
| Glenn Osaka | Director | 1,179 | Jan 12, 2026 |
| Jeffrey Deitrich | Director | 19,226 | Nov 24, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bjorn Hall Secretary and CCO | Feb 19, 2026 | Buy | +0.38 | $18.25 | $7 | 3,361 |
| Bjorn Hall Secretary and CCO | Feb 6, 2026 | Buy | +54.67 | $18.29 | $1,000 | 3,361 |
| Glenn Osaka Director | Jan 9, 2026 | Buy | +23.84 | $16.66 | $397 | 1,179 |
| Bjorn Hall Secretary and CCO | Jan 9, 2026 | Buy | +47.47 | $16.66 | $791 | 3,306 |
| Bjorn Hall Secretary and CCO | Jan 8, 2026 | Buy | +60.06 | $16.65 | $1,000 | 3,259 |
| Bjorn Hall Secretary and CCO | Dec 5, 2025 | Buy | +64.72 | $15.45 | $1,000 | 3,199 |
| Jeffrey Deitrich Director | Nov 21, 2025 | Buy | +3,255.21 | $15.36 | $50.00K | 19,226 |
| Bjorn Hall Secretary and CCO | Nov 7, 2025 | Buy | +65.96 | $15.16 | $1,000 | 3,134 |
| Bjorn Hall Secretary and CCO | Oct 10, 2025 | Buy | +15.96 | $14.88 | $237 | 3,068 |
| Glenn Osaka Director | Oct 10, 2025 | Buy | +13.16 | $14.88 | $196 | 1,155 |
| Bjorn Hall Secretary and CCO | Oct 7, 2025 | Buy | +67.2 | $14.88 | $1,000 | 3,052 |
| Bjorn Hall Secretary and CCO | Sep 8, 2025 | Buy | +67.07 | $14.91 | $1.00K | 2,985 |
| Bjorn Hall Secretary and CCO | Aug 7, 2025 | Buy | +77.64 | $12.88 | $1.00K | 2,918 |
| Bjorn Hall Secretary and CCO | Jul 11, 2025 | Buy | +15.77 | $12.56 | $198 | 2,840 |
| Glenn Osaka Director | Jul 11, 2025 | Buy | +14.96 | $12.56 | $188 | 1,142 |
| Bjorn Hall Secretary and CCO | Jul 8, 2025 | Buy | +79.62 | $12.56 | $1.00K | 2,824 |
| Bjorn Hall Secretary and CCO | Jun 6, 2025 | Buy | +81.1 | $12.33 | $1,000 | 2,745 |
| Alison Staloch Treasurer | May 12, 2025 | Buy | +2,027.58 | $12.33 | $25.00K | 3,028 |
| Bjorn Hall Secretary and CCO | May 7, 2025 | Buy | +81.7 | $12.24 | $1.00K | 2,664 |
| Glenn Osaka Director | Apr 10, 2025 | Buy | +15.76 | $11.82 | $186 | 1,127 |
| Bjorn Hall Secretary and CCO | Apr 10, 2025 | Buy | +16.89 | $11.82 | $200 | 2,582 |
| Bjorn Hall Secretary and CCO | Apr 7, 2025 | Buy | +84.6 | $11.82 | $1,000 | 2,565 |
| Bjorn Hall Secretary and CCO | Mar 7, 2025 | Buy | +88.73 | $11.27 | $1,000 | 2,481 |
| Bjorn Hall Secretary and CCO | Feb 7, 2025 | Buy | +88.42 | $11.31 | $1.00K | 2,392 |
| Jeffrey Deitrich Director | Jan 27, 2025 | Buy | +3,568.24 | $11.21 | $40.00K | 15,971 |
| Glenn Osaka Director | Jan 10, 2025 | Buy | +16.96 | $11.24 | $191 | 1,111 |
| Bjorn Hall Secretary and CCO | Jan 10, 2025 | Buy | +39.4 | $11.24 | $443 | 2,303 |
| Bjorn Hall Secretary and CCO | Jan 8, 2025 | Buy | +88.97 | $11.24 | $1.00K | 2,264 |
| Bjorn Hall Secretary and CCO | Dec 12, 2024 | Buy | +90.17 | $11.09 | $1,000 | 2,175 |
| Bjorn Hall Secretary and CCO | Nov 8, 2024 | Buy | +92.85 | $10.77 | $1,000 | 2,085 |
| Jeffrey Deitrich Director | Oct 28, 2024 | Buy | +2,332.09 | $10.72 | $25.00K | 12,403 |
| Bjorn Hall Secretary and CCO | Oct 10, 2024 | Buy | +20.86 | $10.44 | $218 | 1,992 |
| Glenn Osaka Director | Oct 10, 2024 | Buy | +19.09 | $10.44 | $199 | 1,094 |
| Bjorn Hall – | Oct 7, 2024 | Buy | +95.79 | $10.44 | $1.00K | 1,971 |
| Bjorn Hall – | Sep 9, 2024 | Buy | +97.37 | $10.27 | $1,000 | 1,875 |
| Bjorn Hall – | Aug 7, 2024 | Buy | +97.28 | $10.28 | $1.00K | 1,778 |
| Bjorn Hall – | Jul 11, 2024 | Buy | +21.81 | $10.22 | $223 | 1,681 |
| Glenn Osaka Director | Jul 11, 2024 | Buy | +19.7 | $10.22 | $201 | 1,075 |
| Bjorn Hall – | Jul 8, 2024 | Buy | +97.94 | $10.21 | $1,000 | 1,659 |
| Bjorn Hall – | Jun 7, 2024 | Buy | +98.23 | $10.18 | $1,000 | 1,561 |
| Bjorn Hall – | May 7, 2024 | Buy | +98.33 | $10.17 | $1.00K | 1,463 |
| Glenn Osaka Director | Apr 10, 2024 | Buy | +19.64 | $10.19 | $200 | 1,056 |
| Bjorn Hall – | Apr 10, 2024 | Buy | +23.22 | $10.19 | $237 | 1,364 |
| Bjorn Hall – | Apr 5, 2024 | Buy | +98.14 | $10.19 | $1.00K | 1,341 |
| Bjorn Hall – | Mar 7, 2024 | Buy | +97.94 | $10.21 | $1,000 | 1,243 |
| Bjorn Hall – | Feb 7, 2024 | Buy | +97.75 | $10.23 | $1,000 | 1,145 |
| Glenn Osaka Director | Jan 11, 2024 | Buy | +20.37 | $10.12 | $206 | 1,036 |
| Bjorn Hall – | Jan 11, 2024 | Buy | +27.72 | $10.12 | $281 | 1,047 |
| Bjorn Hall – | Jan 8, 2024 | Buy | +98.91 | $10.11 | $1,000 | 1,020 |
| Bjorn Hall – | Dec 7, 2023 | Buy | +97.66 | $10.24 | $1.00K | 921 |
| Bjorn Hall – | Nov 7, 2023 | Buy | +97.94 | $10.21 | $1,000 | 823 |
| Bjorn Hall – | Oct 11, 2023 | Buy | +26.23 | $10.18 | $267 | 725 |
| Glenn Osaka Director | Oct 11, 2023 | Buy | +8.45 | $10.18 | $86 | 1,016 |
| Bjorn Hall – | Oct 6, 2023 | Buy | +98.23 | $10.18 | $1,000 | 699 |
| Bjorn Hall – | Sep 8, 2023 | Buy | +100.6 | $9.94 | $1,000 | 601 |
| Jeffrey Deitrich Director | Aug 25, 2023 | Buy | +10,070.49 | $9.93 | $100.00K | 10,070 |
| Glenn Osaka Director | Aug 23, 2023 | Buy | +1,007.05 | $9.93 | $10.00K | 1,007 |
| Jennifer Blatnik Director | Aug 23, 2023 | Buy | +1,007.05 | $9.93 | $10.00K | 1,007 |
| Christopher Brauckmuller – | Aug 22, 2023 | Buy | +1,008.06 | $9.92 | $10.00K | 1,008 |
| Brandon T. Jenkins – | Aug 11, 2023 | Buy | +10.06 | $9.94 | $100 | 10 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Aug 12, 2026 | 202,915 | $6.43M | Aug 12, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Aug 3, 2026 | 353,788 | $11.68M | Aug 3, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Jul 24, 2026 | 219,933 | $12.84M | Jul 24, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 24, 2026 | 1,347,965 | $115.22M | Apr 24, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 23, 2026 | 31,315 | $2.91M | Apr 23, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 22, 2026 | 39,285 | $3.50M | Apr 22, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 21, 2026 | 65,361 | $6.01M | Apr 21, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 20, 2026 | 120,383 | $10.17M | Apr 20, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 17, 2026 | 63,882 | $4.91M | Apr 17, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 16, 2026 | 63,578 | $5.82M | Apr 16, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 15, 2026 | 53,022 | $5.09M | Apr 15, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 14, 2026 | 60,753 | $6.93M | Apr 14, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 13, 2026 | 34,206 | $3.86M | Apr 13, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 10, 2026 | 47,131 | $5.42M | Apr 10, 2026 | Registered Offering on Form N-2 |
| Fundrise Real Estate Interval Fund, LLC May be deemed an affiliate of the issuer | Apr 9, 2026 | 33,963 | $4.07M | Apr 9, 2026 | Registered Offering on Form N-2 |