Skip to main content
Equibles

BOT · RoboStrategy, Inc. · Holdings

Track BOT — free

Use BOT with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research BOT.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$23.93 -0.01 (-0.04%)
Rebalance outlook locked
Market Cap
$586.21M
Shares
24.49M
Volume · Oct 26 277.03K Avg daily vol (3M) 378.54K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of BOT: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 28
Total Value: $68,510,521
Total Shares: 1,730,746

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 28 13F filers
Top Holder
50.5%
of institutional value
Top 5
91.4%
of institutional value
Top 10
97.1%
of institutional value
HHI
3,096
Highly concentrated

Who Holds BOT

Last 2 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 26 filers, like-for-like change —.

Holder type Share Filers Change
Registered adviser 90.3% 9 new
Bank 3.0% 4 new
Holding company 0.1% 2 new
Unknown 6.6% 11 new

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F.

Conviction and Crowding

26 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
7.69% of filers hold it in their top 10
Holders above 5%
1
median weight 0.001%
Crowding
—
no cover-page share count is dated within about a year of the quarter end
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
no cover-page share count is dated within about a year of the quarter end
Top 10 holders
97.9%
of 13F shares, Herfindahl 0.458
Active holders
—
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 1.0 quarters
Under 1 year 100.0% 1 to 3 years 0.000% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$30.87
estimated per share
Quarter-end price
$39.75
implied by 13F values
Estimated gain or loss
+28.8%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 100.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Holder type: Registered adviser 11 Bank 4 Holding company 2 Unknown 11
Showing 33 of 33
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Anson Funds Management LP $34,565,248 50.45% 869,566
Feynman Point Asset Management LLC $13,085,660 19.10% 329,199
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,360,575 6.36% 109,700
CITADEL ADVISORS LLC $3,183,975 4.65% 80,100
JANE STREET GROUP, LLC $2,341,275 3.42% 58,900
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,939,800 2.83% 48,800
JANE STREET GROUP, LLC $1,571,436 2.29% 39,533
UBS Group AG $1,548,501 2.26% 38,956
JANE STREET GROUP, LLC $779,100 1.14% 19,600
MILLENNIUM MANAGEMENT LLC $720,667 1.05% 18,130
Scientech Research LLC $613,620 0.90% 15,437
Point72 Asset Management, L.P. $596,250 0.87% 15,000
CITADEL ADVISORS LLC $465,075 0.68% 11,700
GEODE CAPITAL MANAGEMENT, LLC $412,962 0.60% 10,389
TWO SIGMA SECURITIES, LLC $365,342 0.53% 9,191
Pathstone Holdings, LLC $344,195 0.50% 8,659
TD Waterhouse Canada Inc. $315,240 0.46% 12,000
SIGNATUREFD, LLC $223,295 0.33% 8,500
Private Advisor Group, LLC $215,127 0.31% 5,412
SUSQUEHANNA INTERNATIONAL GROUP, LLP $200,300 0.29% 5,039
SIMPLEX TRADING, LLC $172,316 0.25% 4,335
Truvestments Capital LLC $139,125 0.20% 3,500
Caitong International Asset Management Co., Ltd $124,020 0.18% 3,120
MORGAN STANLEY $61,970 0.09% 1,559
CITIGROUP INC $42,771 0.06% 1,076
ROYAL BANK OF CANADA $29,812 0.04% 750
Steward Partners Investment Advisory, LLC $27,825 0.04% 700
JPMORGAN CHASE & CO $27,825 0.04% 700
IFP Advisors, Inc $20,044 0.03% 763
Global Retirement Partners, LLC $5,962 0.01% 150
NewEdge Advisors, LLC $5,962 0.01% 150
OSAIC HOLDINGS, INC. $4,650 0.01% 117
Benson Wealth Management INC $596 0.00% 15
Key facts CIK 2081119 CUSIP 77106T107 13F (30d) 3 filings 3 filers Visit website Investor relations