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$4.69 -0.28 (-5.63%) At close · Jul 29
Market Cap
$576.32M
Shares
115.96M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$4.69 Open$4.93 Day$4.68–5.00 52W$4.67–24.50 Avg vol 30d1.1M Short int3.2M · 2.8% float · 3.9d Short vol68% Last earningsAug 12, 2026 DataJan 2026–Jul 2026 Filing10-Q · May 14

Up next

Next earnings call
Aug 12, 2026 Scheduled · in 2 wks
FQ3-27 quarter ends
~Oct 23, 2026 Est
filed May 14, 2026

Equibles Rating

blended score · not investment advice
Overall
Strong Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very High
Market backdrop VIX 20.7 · elevated Equity put/call 0.61
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 50-day avg −16%
below
RSI (14) 41
neutral
MACD trend Positive
52-week position 0%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −9%
trailing
6-month return −59%
trailing
Relative strength −65%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50/200-day averages unavailable
Institutional flow Accumulating
4 of 55 funds reported for Jun 30 · net +130.0K sh shares · +2 new
Insider flow Distributing
Net -$234.9K over 90 days · 100% sells
Short interest Falling
2.76% of float · ▼ -13.2% MoM · 3.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
55 holders — 13F breadth
Squeeze score 45
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very High
Volatility 105%
annualized · 1-yr
Max drawdown −75%
past year
ATR 8.9%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
2 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 50-day avg
−16% Bearish
RSI (14)
41 Neutral
MACD trend
Positive Bullish
52-week position
0% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50/200-day averages unavailable
Institutional flow Accumulating
4 of 55 funds reported for Jun 30 · net +130.0K sh shares · +2 new
Insider flow Distributing
Net -$234.9K over 90 days · 100% sells
Short interest Falling
2.76% of float · ▼ -13.2% MoM · 3.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
55 holders — 13F breadth
Price context
position in its 52-week range
52-wk low $5 Now $5 · 0% 52-wk high $25
vs 50-day avg -16%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
Assets Staked 11.8B Q1 2026
Margin 32 Q1 2026
Normalized Assets Staked 11.8B Q1 2026
Number of Clients 5,569 Q1 2026
Number of Users 1.2M Q1 2026
Take Rate 16.1% Q1 2026
Annual average AUM $2.2B Full Year 2025
Assets on Platform $81.6B As of December 31, 2025
Quarterly average AUM $2.8B Q4 2025

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BTGO
Bitgo Holdings, Inc.
this stock
$576.32M 2.8%
MS
Morgan Stanley
$333.72B +15.1% +5.5% 19.2 1.1%
GS
Goldman Sachs Group Inc
$289.33B +12.2% +8.9% 17.9 2.1%
SCHW
Schwab Charles Corp
$184.30B +4.9% -9.3% 21.1 1.3%
HOOD
Robinhood Markets, Inc.
$83.53B -20.6% +51.6% 45.0 4.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
56
% held
30.8%
Reported
4 of 55
Top holder
Valor Management LLC
Held Float
View
Held by Funds
Fund positions
16
View
Short & Settlement
Short Interest Falling
Shares short
3.2M
Days to cover
3.9d
Change
-484.3K sh
View
Short Volume
Short vol %
68%
As of
Jul 29, 2026
Short Total
View
Fails to Deliver
FTD shares
245
Value
$1.3K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
50.3%
Week of
May 4, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$234.9K
Buyers / Sellers
0 / 3
Buyers Sellers
View
Financials
Buybacks
Authorized
$50.0M
View
Filings
SEC Filings
Latest
8-K
Filed
Jun 25, 2026
This year
10
View
Exempt Offerings
Offering
$6.3M
Filed
Jan 10, 2025
View
Earnings & Events
Earnings Calls Upcoming
Next call
Aug 12, 2026
Last call
May 13, 2026
View
Investor Relations
Latest news
BitGo Holdings to Report Second Q…
Published
Jul 29, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
BTGO -12.7% -9.5% -59.1% -9.5%
SPY -2.4% -2.3% +6.3% -2.3% +7.0%
vs SPY -10.3% -7.1% -65.4% -7.1%

Capital returns

Buyback program · as of Jun 17, 2026
Authorized
$50.00M
Spent (derived)
Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1740604 CUSIP 091947101 13F (30d) 3 filings 3 filers Visit website Investor relations