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What smart money is saying about Robinhood MarketsUnited States flag

HOOD · Financial Services · Financial - Capital Markets · Market cap $101.67B

4 funds in our archive have pitched Robinhood Markets — most recently Artisan Partners Global Opportunities Strategy in June 2026.

Company profile

Robinhood Markets, Inc. operates a financial services platform available to users throughout the United States. This platform empowers individuals to engage in a wide array of investments, encompassing common stocks, exchange-traded funds (ETFs), options contracts, gold, and various cryptocurrencies. Beyond its core trading functionalities, the company dedicates efforts to providing educational and informational resources. These include "Snacks," a concise daily summary of business news; "Learn," an extensive digital library offering guides, tutorials, and a comprehensive financial dictionary; and "Newsfeeds," which grants complimentary access to premium financial journalism from reputable sources like Barron's, Reuters, and The Wall Street Journal. Additionally, the platform supports users with tools such as customizable watchlists and alert systems for monitoring specific securities, ETFs, and digital assets. It also provides cash management services. For new customers, particularly those who have not yet made their initial investment, Robinhood offers personalized first trade recommendations. Robinhood Markets, Inc. was established in 2013 and maintains its principal operations from Menlo Park, California.

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4
Reported positions
2
Bought
0
Sold
7
Letters

Position history

Between Q4 2024 and Q2 2026, 4 fund letters reported a position in Robinhood Markets2 opened or added to the position.

Fund letters reporting a position in Robinhood Markets, by quarter
QuarterLettersBoughtSoldTheses
Q2 20264202
Q4 20240002

Fund activity · 4 positions · 2 moves

  • HoldsArtisan Partners U.S. Mid‑Cap Growth Strategy
    June 2026
    Similarly, we are finding compelling profit cycle opportunities in targeted areas of financials, including Robinhood, Tradeweb and MSCI.
    Read the letterRobinhood Markets
  • HoldsClearBridge Investments Growth Strategy
    June 2026
    Financials contributed, led by Robinhood, which benefited from strong trading volumes across equities, options and prediction markets.
    Read the letterRobinhood Markets
  • New positionArtisan Partners Global Opportunities Fund
    June 2026
    During the quarter, we initiated positions in GE Aerospace, Corning, STMicroelectronics and Robinhood.
    Read the letterRobinhood Markets
  • New positionJacob Funds Management Commentary
    April 2026
    The Jacob Internet Fund added four new positions in the quarter, Circle Internet Group, CrowdStrike, Reddit and Robinhood.
    Read the letterRobinhood Markets

Fund coverage · 4 theses

  • Artisan Partners Global Opportunities Strategy
    June 2026

    Robinhood Markets has a long runway for growth through market share gains, deposit growth, and product विस्तार.

    Read the full thesis
  • Jacob Funds Management Commentary
    April 2026

    Robinhood is a consumer fintech platform whose expanding services and new initiatives could turn it into a broader financial super-app.

    Read the full thesis
  • Artisan US Mid Cap Growth Strategy
    December 2024

    Robinhood is emerging as the leading trading platform for millennials with rapid account growth and significant potential for product expansion and margin improvement.

    Read the full thesis
  • Clearbridge Growth Strategy
    December 2024

    Robinhood Markets is an established disruptor in retail brokerage poised for growth due to reduced regulatory risks and shifting policies in the cryptocurrency space.

    Read the full thesis

Read every full thesis on Robinhood Markets

Unlock all 4 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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