BITCOIN DEPOT INC
COM · CUSIP 09174P105
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 0 |
| Q3 2023 | 30 |
| Q4 2023 | 33 |
| Q1 2024 | 30 |
| Q2 2024 | 30 |
| Q3 2024 | 31 |
| Q4 2024 | 28 |
| Q1 2025 | 27 |
| Q2 2025 | 53 |
| Q3 2025 | 55 |
| Q4 2025 | 50 |
| Q1 2026 | 0 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 12 | 10 |
| Q3 2024 | 12 | 9 |
| Q4 2024 | 12 | 14 |
| Q1 2025 | 11 | 11 |
| Q2 2025 | 48 | 11 |
| Q3 2025 | 38 | 26 |
| Q4 2025 | 25 | 39 |
| Q1 2026 | 0 | 48 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $4.7m | $998.3k | 0.21 |
| Q3 2025 | $3.8m | $300.6k | 0.08 |
| Q4 2025 | $893.7k | $26.3k | 0.03 |
| Q1 2026 | $0 | $0 | — |
Biggest buyers
| None |
Biggest sellers
| WELCH CAPITAL PARTNERS LLC/NY | Sold out | -1.6m |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -1.5m |
| Owl Creek Asset Management, L.P. | Sold out | -1.5m |
| SABBY MANAGEMENT, LLC | Sold out | -1.0m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Sold out | -690.1k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -344.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Sold out | -330.0k |
| Man Group plc | Sold out | -216.1k |
| Invesco Ltd. | Sold out | -177.0k |
| Shaolin Capital Management LLC | Sold out | -175.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Mintz Brandon Taylor
13D · may seek influence
new · filed 2025-06-16
Stated purposeThe Restructuring Transaction was undertaken to simplify the Company's corporate structure and eliminate the complexities associated with the UP-C structure. The transaction is expected to result in operational and tax efficiencies, including the elimination of the Tax Receivable Agreement liability. Except as set forth herein, the Reporting Persons do not have any plans or proposals that relate to or would result in: (a) The acquisition by any person of additional securities of the issuer, or the disposition of securities of the issuer; (b) An extraordinary corporate transaction, such as a merger, reorganization or liquidation, involving the issuer or any of its subsidiaries; (c) A sale or transfer of a material amount of assets of the issuer or any of its subsidiaries; (d) Any change i… Full filing |
94.6% |
| Polar Asset Management Partners Inc. 13G · institution -1.4 pts · filed 2025-11-14 | 9.7% |
| Owl Creek Asset Management, L.P. 13G · institution +6.2 pts · filed 2026-05-15 | 8.8% |
| LMR Partners LLP 13G · institution -2.0 pts · filed 2026-02-17 | 6.6% |
| ARISTEIA CAPITAL, L.L.C. 13G · institution -2.2 pts · filed 2026-02-17 | 5.8% |
Fell to 5% or below in the last year: CVI Investments, Inc. (0.0%, 2026-02-17), WELCH CAPITAL PARTNERS LLC/NY (4.6%, 2026-02-13), RENAISSANCE TECHNOLOGIES LLC (4.3%, 2026-02-12), GOLDMAN SACHS GROUP INC (3.8%, 2025-11-12)
Holders, Q1 2026
| Manager | Shares | Change |
|---|