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Business Summary
Filings
Ownership
Valuation
Ownership — WLTH
Institutional Holdings
Insider Transactions
US Institutional Ownership
63.9%
Institution
Shares
Value
Ownership %
Change
Filing Date
TIGER GLOBAL MANAGEMENT LLC
15.16M
$135.0M
10.14%
--
2026-06-30
DAG VENTURES, LLC
13.81M
$123.0M
9.24%
-1
2026-06-30
Index Venture Associates VI Ltd
9.46M
$84.0M
6.33%
--
2026-06-30
BlackRock, Inc.
8.36M
$74.0M
5.59%
+254.5K
2026-06-30
Ribbit Management Company, LLC
5.48M
$48.0M
3.67%
-4.37M
2026-06-30
WELLINGTON MANAGEMENT GROUP LLP
4.21M
$37.0M
2.82%
-553.8K
2026-06-30
FMR LLC
3.77M
$33.0M
2.52%
+648.5K
2026-06-30
T. Rowe Price Investment Management, Inc.
3.47M
$31.0M
2.32%
+556.4K
2026-06-30
JPMORGAN CHASE & CO
2.99M
$27.0M
2.00%
+954.4K
2026-06-30
IEQ CAPITAL, LLC
2.76M
$24.0M
1.85%
--
2026-06-30
CITADEL ADVISORS LLC
2.48M
$22.0M
1.66%
+477.3K
2026-06-30
North Reef Capital Management LP
2.44M
$21.0M
1.64%
-441.0K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
1.60M
$14.0M
1.07%
-47.1K
2026-06-30
STATE STREET CORP
1.34M
$12.0M
0.90%
+765.3K
2026-06-30
UBS Group AG
1.03M
$9.0M
0.69%
-134.3K
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
1.03M
$9.0M
0.69%
+45.6K
2026-06-30
Pillsbury Lake Capital LLC
1.03M
$9.0M
0.69%
+366.2K
2026-06-30
CONGRESS ASSET MANAGEMENT CO
925.2K
$8.0M
0.62%
+71.5K
2026-06-30
MILLENNIUM MANAGEMENT LLC
811.5K
$7.0M
0.54%
+656.2K
2026-06-30
NORGES BANK
799.7K
$7.0M
0.54%
-200.3K
2026-06-30
PB INVESTMENT PARTNERS, L.P.
729.5K
$6.0M
0.49%
+283.8K
2026-06-30
Quinn Opportunity Partners LLC
667.6K
$5.0M
0.45%
-62.0K
2026-06-30
Whetstone Capital Advisors, LLC
604.2K
$5.0M
0.40%
+57.8K
2026-06-30
MARSHALL WACE, LLP
563.3K
$5.0M
0.38%
+248.6K
2026-06-30
ALLIANCEBERNSTEIN L.P.
556.2K
$5.0M
0.37%
-319.6K
2026-06-30
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