Security record · archived quarter
FINX
name pending profile ingest
4Tracked holders
-1Δ holders
306.80KShares held
$10.28MReported value
+0New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 1.54M | $38.00M | +2 | −2 |
| Q1 2026 | 29 | -5 | 1.91M | $44.00M | +2 | −7 |
| Q4 2025 | 34 | 0 | 2.32M | $68.35M | — | — |
| Q3 2025 | 4 | -1 | 306.80K | $10.28M | — | −1 |
| Q2 2025 | 3 | 0 | 24.11K | $825,003 | — | — |
| Q1 2025 | 2 | 0 | 38.18K | $1.05M | — | — |
| Q4 2024 | 2 | -2 | 17.48K | $545,757 | — | −2 |
| Q3 2024 | 4 | +2 | 57.51K | $1.61M | +2 | — |
| Q2 2024 | 2 | — | 35.17K | $884,933 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 293.01K | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 293.01K | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 293.01K | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 293.01K | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 8.19K | 0.0% | $274,529 | 0.0% | Held | 5 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 3.73K | — | $125,030 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 3.73K | — | $125,030 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 3.73K | — | $125,030 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 3.73K | — | $125,030 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 3.73K | — | $125,030 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 3.73K | — | $125,030 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 1.87K | +137.9% | $62,741 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $517,817 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 2.54M shares, $57.67M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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