RCAT

Red Cat Holdings Inc$7.53 2.03%
Information TechnologyUSCUSIP 75644T100· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
225
-154 QoQ
13F Value (tracked)
$779.8M
Insider Net · 180d
-$3.2M
0↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)37 adding · 6 trimming
Insider net (180d)-$3.2M

Price & smart-money activity

$7.53 2.03%5Y +146.9%
$0.51$4.95$9.39$13.84$18.28202120222023202420252026332173332742023334436210422239271433324748255040853422512
Hover for who · click for detailEnd-of-day closing prices52w $6.14 – $17.36

Who owns RCAT?

225 tracked 13F filers

225 tracked 13F filers disclose a position in RCAT as of the latest SEC 13F filings, a combined $779.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$152.9M
11.7M
+31%
Added · +2.8M sh
Q1 2026
2STATE STREET CORP
$93.8M
7.2M
+8.3%
Added · +551K sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$59.3M
4.5M
First observed position
No prior filed position
Q1 2026
4Hood River Capital Management LLC
$39.7M
3.0M
New
+3.0M sh
Q1 2026
5GEODE CAPITAL MANAGEMENT, LLC
$34.0M
2.6M
+3.0%
Added · +76K sh
Q1 2026
6PRICE T ROWE ASSOCIATES INC /MD/
$30.6M
2.3M
33×
Added · +2.3M sh
Q1 2026
7Defiance ETFs, LLC
$25.5M
2.0M
62×
Added · +1.9M sh
Q1 2026
8MORGAN STANLEY
$23.6M
1.8M
+26%
Added · +372K sh
Q1 2026
9D. E. Shaw & Co., Inc.
$20.5M
1.6M
New
+1.6M sh
Q1 2026
10MARSHALL WACE, LLP
$20.2M
1.5M
New
+1.5M sh
Q1 2026
11MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$19.7M
1.5M
+42%
Added · +447K sh
Q1 2026
12UBS Group AG
$19.7M
1.5M
+159%
Added · +925K sh
Q1 2026
13RENAISSANCE TECHNOLOGIES LLC
$18.5M
1.4M
New
+1.4M sh
Q1 2026
14VANGUARD PORTFOLIO MANAGEMENT LLC
$11.4M
870K
First observed position
No prior filed position
Q1 2026
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$11.3M
862K
−0.3%
Reduced · −3K sh
Q1 2026
16NORTHERN TRUST CORP
$10.9M
829K
+6.8%
Added · +53K sh
Q1 2026
17VANGUARD FIDUCIARY TRUST CO
$9.6M
731K
First observed position
No prior filed position
Q1 2026
18CANTOR FITZGERALD, L. P.
$8.4M
641K
New
+641K sh
Q1 2026
19Clear Street Group Inc.
$7.2M
550K
New
+550K sh
Q1 2026
20Marex Group plc
$7.1M
541K
New
+541K sh
Q1 2026
21BALYASNY ASSET MANAGEMENT L.P.
$5.9M
452K
17×
Added · +425K sh
Q1 2026
22ROYAL BANK OF CANADA
$5.7M
432K
+74%
Added · +184K sh
Q1 2026
23GOLDMAN SACHS GROUP INC
$5.4M
412K
+48%
Added · +133K sh
Q1 2026
24JANUS HENDERSON GROUP PLC
$5.1M
393K
+734%
Added · +346K sh
Q1 2026
25Vident Advisory, LLC
$5.0M
381K
+199%
Added · +253K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RCAT being bought or sold by institutions?

Last quarter, 15 funds opened a new position in RCAT and 22 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
15
funds
Added
22
funds
Reduced
6
funds
Exited
0
funds

Funds that own RCAT also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT105 funds$169.2B
MICRON TECHNOLOGY INCMU105 funds$21.9B
NVIDIA CORPNVDA104 funds$252.4B
APPLE INCAAPL103 funds$190.4B
ALPHABET INC-CL AGOOGL103 funds$90.8B
AMAZON.COM INCAMZN102 funds$120.3B
BROADCOM INCAVGO102 funds$100.3B
VERIZON COMMUNICATIONS INCVZ102 funds$7.4B
ELI LILLY & COLLY101 funds$51.4B
RTX CORPRTX101 funds$10.6B
LOCKHEED MARTIN CORPLMT101 funds$5.4B
META PLATFORMS INC-CLASS AMETA100 funds$70.6B

Ranked by how many of RCAT's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$3.2M
2 insiders
Net
-$3.2M
2 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 15, 2026Thompson Jeffrey MChairman of the Board, CEO, Director, 10% OwnerSell (S)150K$1.3M
Jun 11, 2026Funk Paul IIDirectorSell (S)165K$1.9M
Sep 29, 2025Moe Christopher R.DirectorSell (S)10K$109K
Sep 12, 2025Moe Christopher R.DirectorSell (S)10K$110K
Sep 11, 2025Moe Christopher R.DirectorSell (S)10K$108K
Sep 11, 2025Moe Christopher R.DirectorSell (S)20K$195K
Sep 8, 2025Moe Christopher R.DirectorSell (S)10K$89K
Aug 21, 2025Moe Christopher R.DirectorSell (S)17K$161K
Aug 20, 2025Moe Christopher R.DirectorSell (S)10K$89K
Jun 30, 2025Freedman Joseph DavidDirectorSell (S)150K$1.1M
Jun 10, 2025Liuzza Nicholas Reyland JRDirectorSell (S)100K$858K
May 21, 2025Liuzza Nicholas Reyland JRDirectorSell (S)100K$672K

Institutional ownership over time

62 funds+20 since Q3 2024
0108216Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $21.8M

Recent filings

15 shown

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Connected entities for RCAT

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Ask your agent what changed in RCAT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RCAT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RCAT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RCAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.