Position in HOOD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,444,216
+$1,087,531 QoQ
Shares Held
34,346
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#461
of 1,386 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OAK RIDGE INVESTMENTS LLC holds $9,177,978 across 3 Capital Markets names. HOOD ranks #2 (37.5% of the industry book) .
All Filings in HOOD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,444,216 | 34,346 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,356,685 | 34,007 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,691,244 | 32,637 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||