Vault-13

REDFIN CORP RDFN

COM · Common Stock · CUSIP 75737F108 · ISIN US75737F1084

231 institutional holders -24 vs Q1 2025
113,028,987113.0m shares reported held*
$1.3bnreported value*
41 new 60 added 86 reduced 66 sold out net bought ≈ $236.4m (+21.1m shares)

* 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 ($50.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.19. Options: 12 managers hold calls ($46.5m notional), 14 hold puts ($64.0m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 216Q4 22: 212Q1 23: 213Q2 23: 225Q3 23: 234Q4 23: 251Q1 24: 231Q2 24: 237Q3 24: 263Q4 24: 251Q1 25: 255Q2 25: 231231Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022216
Q4 2022212
Q1 2023213
Q2 2023225
Q3 2023234
Q4 2023251
Q1 2024231
Q2 2024237
Q3 2024263
Q4 2024251
Q1 2025255
Q2 2025231

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 109 bought or addedQ3 23: 97 cut or sold outQ4 23: 132 bought or addedQ4 23: 107 cut or sold outQ4 23Q1 24: 104 bought or addedQ1 24: 124 cut or sold outQ2 24: 124 bought or addedQ2 24: 96 cut or sold outQ2 24Q3 24: 134 bought or addedQ3 24: 97 cut or sold outQ4 24: 101 bought or addedQ4 24: 133 cut or sold outQ4 24Q1 25: 124 bought or addedQ1 25: 129 cut or sold outQ2 25: 101 bought or addedQ2 25: 152 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202310997
Q4 2023132107
Q1 2024104124
Q2 202412496
Q3 202413497
Q4 2024101133
Q1 2025124129
Q2 2025101152

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ3 24 calls: $117.0mQ3 24 puts: $129.5mQ3 24P/C 1.11Q4 24 calls: $44.4mQ4 24 puts: $76.9mQ4 24P/C 1.73Q1 25 calls: $61.6mQ1 25 puts: $65.1mQ1 25P/C 1.06Q2 25 calls: $46.5mQ2 25 puts: $64.0mQ2 25P/C 1.38
Numbers
QuarterCallsPutsP/C
Q3 2024$117.0m$129.5m1.11
Q4 2024$44.4m$76.9m1.73
Q1 2025$61.6m$65.1m1.06
Q2 2025$46.5m$64.0m1.38

Biggest buyers

ValueAct Holdings, L.P. New +5,805,600+5.8m
T. Rowe Price Investment Management, Inc. Added +5,146,832+5.1m
GLAZER CAPITAL, LLC Added +4,263,784+4.3m
JPMORGAN CHASE & CO Added +4,029,489+4.0m
MILLENNIUM MANAGEMENT LLC Added +3,781,615+3.8m
Quantessence Capital LLC New +3,630,735+3.6m
MORGAN STANLEY Added +3,361,033+3.4m
Virtu Financial LLC New +3,093,552+3.1m
Squarepoint Ops LLC Added +3,065,584+3.1m
ODDO BHF ASSET MANAGEMENT SAS Added +2,962,137+3.0m

Biggest sellers

VANGUARD GROUP INC Reduced -10,496,117-10.5m
BlackRock, Inc. Reduced -6,295,594-6.3m
MARSHALL WACE, LLP Reduced -3,868,015-3.9m
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Sold out -2,400,000-2.4m
GEODE CAPITAL MANAGEMENT, LLC Reduced -1,731,113-1.7m
ALPINE ASSOCIATES MANAGEMENT INC. Sold out -1,319,215-1.3m
Nuveen, LLC Reduced -985,004-985.0k
STATE STREET CORP Reduced -869,779-869.8k
BANK OF AMERICA CORP /DE/ Reduced -859,763-859.8k
WATER ISLAND CAPITAL LLC Sold out -848,500-848.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $16.9m1.5m shares
GROUP ONE TRADING LLC Added $10.3m923.5k shares
Cubist Systematic Strategies, LLC Added $4.0m359.5k shares
CITADEL ADVISORS LLC Reduced $4.0m354.9k shares
GOLDMAN SACHS GROUP INC Unchanged $3.6m320.4k shares
WOLVERINE TRADING, LLC Reduced $2.7m243.2k shares
IMC-Chicago, LLC Reduced $2.1m190.1k shares
D. E. Shaw & Co., Inc. Unchanged $1.0m93.2k shares
SIMPLEX TRADING, LLC Reduced $854.0k181.8k shares
JANE STREET GROUP, LLC Reduced $823.6k73.6k shares

Biggest puts

Parallax Volatility Advisers, L.P. Added $23.8m2.1m shares
JANE STREET GROUP, LLC Reduced $15.2m1.4m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $10.0m893.9k shares
WOLVERINE ASSET MANAGEMENT LLC Unchanged $8.4m746.4k shares
BANK OF AMERICA CORP /DE/ Reduced $2.2m200.0k shares
NOMURA HOLDINGS INC Unchanged $894.1k79.9k shares
WOLVERINE TRADING, LLC Reduced $845.6k75.3k shares
BNP PARIBAS FINANCIAL MARKETS Added $830.3k742 shares
Cubist Systematic Strategies, LLC New $612.1k54.7k shares
CITADEL ADVISORS LLC Reduced $491.2k43.9k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 6,086,8466.1m $68.1m $68.1m 0.00% Reduced -10.5m -10,496,117
2 T. Rowe Price Investment Management, Inc. 0.04% of their portfolio BALTIMORE, MD 6,046,3836.0m $67.7m $67.7m 0.04% Added +5.1m +5,146,832
3 ValueAct Holdings, L.P. 1.16% of their portfolio SAN FRANCISCO, CA 5,805,6005.8m $65.0m $65.0m 1.16% New
4 HBK INVESTMENTS L P 1.13% of their portfolio DALLAS, TX 5,662,0875.7m $63.6m $63.6m 1.13% Not comparable
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,280,0575.3m $59.1m $59.1m 0.00% Added +3.4m +3,361,033
6 MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 4,924,5184.9m $55.1m $55.1m 0.05% Added +3.8m +3,781,615
7 GLAZER CAPITAL, LLC 1.94% of their portfolio New York, NY 4,832,1384.8m $54.3m $54.3m 1.94% Added +4.3m +4,263,784
8 UBS Group AG 0.01% of their portfolio ZURICH, V8 4,384,7654.4m $49.1m $49.1m 0.01% Added +1.1m +1,126,055
9 Magnetar Financial LLC 0.23% of their portfolio EVANSTON, IL 4,252,5564.3m $47.6m $47.6m 0.23% Added +17.9k +17,940
10 HENNESSY ADVISORS INC 1.56% of their portfolio NOVATO, CA 4,181,0004.2m $46.8m $46.8m 1.56% Reduced -461.5k -461,500
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,101,8374.1m $45.9m $45.9m 0.00% Added +4.0m +4,029,489
12 Quantessence Capital LLC 11.97% of their portfolio NEW YORK, NY 3,630,7353.6m $40.6m $40.6m 11.97% New
13 Balyasny Asset Management L.P. 0.09% of their portfolio Chicago, IL 3,431,1043.4m $38.4m $38.4m 0.09% Added +2.6m +2,611,590
14 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 3,286,0993.3m $36.8m $36.8m 0.01% Added +886.8k +886,819
15 Squarepoint Ops LLC 0.08% of their portfolio NEW YORK, NY 3,243,3773.2m $36.3m $36.3m 0.08% Added +3.1m +3,065,584
16 Virtu Financial LLC 1.77% of their portfolio New York, NY 3,093,5523.1m $34.6m $34.6m 1.77% New
17 ODDO BHF ASSET MANAGEMENT SAS 1.27% of their portfolio PARIS, I0 3,000,0003.0m $33.6m $33.6m 1.27% Added +3.0m +2,962,137
18 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,880,2742.9m $32.2m $32.2m 0.00% Reduced -6.3m -6,295,594
19 Qube Research & Technologies Ltd 0.04% of their portfolio LONDON, X0 2,490,1842.5m $27.9m $27.9m 0.04% Added +2.1m +2,052,509
20 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 1,962,9372.0m $22.0m $22.0m 0.01% Added +1.1m +1,128,876
21 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,897,6361.9m $21.2m $21.2m 0.00% Reduced -869.8k -869,779
22 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,453,8151.5m $16.3m $16.3m 0.00% Reduced -1.7m -1,731,113
23 TIG Advisors, LLC 0.81% of their portfolio New York, NY 1,321,1821.3m $14.8m $14.8m 0.81% New
24 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 1,237,6221.2m $13.8m $13.8m 0.01% Reduced -28.0k -28,038
25 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 1,160,1251.2m $13.0m $13.0m 0.02% Added +494.2k +494,161
26 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 1,151,3861.2m $12.9m $12.9m 0.02% Reduced -560.9k -560,917
27 ExodusPoint Capital Management, LP 0.15% of their portfolio NEW YORK, NY 1,069,3721.1m $12.0m $12.0m 0.15% Added +958.1k +958,085
28 First Trust Capital Management L.P. 0.79% of their portfolio CHICAGO, IL 1,041,7681.0m $11.7m $11.7m 0.79% Added +783.3k +783,266
29 Jefferies Financial Group Inc. 0.19% of their portfolio NEW YORK, NY 1,022,8641.0m $11.4m $11.4m 0.19% Added +1.0m +1,004,744
30 HRT FINANCIAL LP 0.06% of their portfolio NEW YORK, NY 926,888926.9k $10.4m $10.4m 0.06% New
31 Hudson Bay Capital Management LP 0.07% of their portfolio STAMFORD, CT 883,982884.0k $9.9m $9.9m 0.07% New
32 GARDNER LEWIS ASSET MANAGEMENT L P 2.44% of their portfolio CHADDS FORD, PA 872,360872.4k $9.8m $9.8m 2.44% New
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 743,992744.0k $8.3m $8.3m 0.00% Reduced -197.6k -197,629
34 Trium Capital LLP 2.05% of their portfolio LONDON, X0 734,608734.6k $8.2m $8.2m 2.05% Not comparable
35 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio JUPITER, FL 716,889716.9k $8.0m $8.0m 0.03% Added +427.2k +427,245
36 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 698,759698.8k $7.8m $7.8m 0.01% Reduced -3.9m -3,868,015
37 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 656,873656.9k $7.4m $7.4m 0.00% Added +614.4k +614,442
38 Slotnik Capital, LLC 2.69% of their portfolio DALLAS, TX 596,600596.6k $6.7m $6.7m 2.69% Added +431.1k +431,085
39 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 577,500577.5k $6.5m $6.5m 0.01% Reduced -637.2k -637,200
40 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 550,913550.9k $6.2m $6.2m 0.01% Added +489.8k +489,833
41 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 515,500515.5k $5.8m $5.8m 0.00% New
42 GROUP ONE TRADING LLC 0.17% of their portfolio CHICAGO, IL 460,202460.2k $5.1m $5.1m 0.17% Reduced -105.3k -105,281
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 440,472440.5k $4.9m $4.9m 0.00% Added +222.6k +222,569
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 439,308439.3k $4.9m $4.9m 0.01% Added +155.6k +155,555
45 Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio STOCKHOLM, V7 400,000400.0k $4.5m $4.5m 0.02% New
46 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 386,239386.2k $4.3m $4.3m 0.02% Added +76.3k +76,290
47 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 378,502378.5k $4.2m $4.2m 0.00% Reduced -751.0k -751,045
48 PRELUDE CAPITAL MANAGEMENT, LLC 0.36% of their portfolio NEW YORK, NY 327,728327.7k $3.7m $3.7m 0.36% New
49 Cubist Systematic Strategies, LLC 0.04% of their portfolio STAMFORD, CT 309,459309.5k $3.5m $3.5m 0.04% Reduced -362.0k -362,015
50 Murchinson Ltd. 1.72% of their portfolio TORONTO, A6 285,052285.1k $3.2m $3.2m 1.72% New
51 FMR LLC 0.00% of their portfolio BOSTON, MA 273,669273.7k $3.1m $3.1m 0.00% Added +106.0k +105,990
52 Yakira Capital Management, Inc. 1.08% of their portfolio Westport, CT 262,377262.4k $2.9m $2.9m 1.08% New
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 247,363247.4k $2.8m $2.8m 0.00% Added +181.3k +181,326
54 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 225,684225.7k $2.5m $2.5m 0.00% Added +40.9k +40,896
55 CREDIT INDUSTRIEL ET COMMERCIAL 0.40% of their portfolio PARIS FRANCE, I0 225,000225.0k $2.5m $2.5m 0.40% New
56 Carlson Capital, L.P. 1.34% of their portfolio DALLAS, TX 210,000210.0k $2.3m $2.3m 1.34% New
57 IMC-Chicago, LLC 0.06% of their portfolio CHICAGO, IL 204,596204.6k $2.3m $2.3m 0.06% Reduced -73.6k -73,629
58 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 199,466199.5k $2.2m $2.2m 0.00% New
59 CSS LLC/IL 0.14% of their portfolio CHICAGO, IL 193,471193.5k $2.2m $2.2m 0.14% New
60 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 188,524188.5k $2.1m $2.1m 0.00% Reduced -859.8k -859,763
61 Gould Capital, LLC 1.26% of their portfolio TACOMA, WA 169,176169.2k $1.9m $1.9m 1.26% Reduced -2.3k -2,267
62 XTX Topco Ltd 0.07% of their portfolio LONDON, X0 148,616148.6k $1.7m $1.7m 0.07% New
63 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 147,986148.0k $1.7m $1.7m 0.00% Reduced -71.2k -71,249
64 Manchester Capital Management LLC 0.22% of their portfolio MANCHESTER, VT 146,165146.2k $1.6m $1.6m 0.22% Reduced -414 -414
65 Kintayl Capital LP 0.97% of their portfolio NEW YORK, NY 138,222138.2k $1.5m $1.5m 0.97% Reduced -6.5k -6,476
66 GABELLI & Co INVESTMENT ADVISERS, INC. 0.22% of their portfolio Rye, NY 129,439129.4k $1.4m $1.4m 0.22% Reduced -121.3k -121,265
67 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 124,846124.8k $1.4m $1.4m 0.00% Reduced -985.0k -985,004
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 112,691112.7k $1.3m $1.3m 0.00% Reduced -1.0k -1,037
69 Jump Financial, LLC 0.02% of their portfolio Chicago, IL 111,411111.4k $1.2m $1.2m 0.02% New
70 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 109,500109.5k $1.2m $1.2m 0.00% Reduced -1.5k -1,500
71 ABC ARBITRAGE SA 0.13% of their portfolio PARIS, I0 103,054103.1k $1.2m $1.2m 0.13% Reduced -406.4k -406,370
72 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 101,727101.7k $1.1m $1.1m 0.01% Reduced -96.6k -96,607
73 Alpine Global Management, LLC 0.26% of their portfolio NEW YORK, NY 100,000100.0k $1.1m $1.1m 0.26% New
74 FIFTH LANE CAPITAL, LP 1.36% of their portfolio Austin, TX 100,000100.0k $1.1m $1.1m 1.36% New
75 CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio PARIS, I0 99,81599.8k $1.1m $1.1m 0.01% Reduced -30.1k -30,053
76 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 96,68196.7k $1.1m $1.1m 0.03% Reduced -3.6k -3,623
77 INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio WEST PALM BEACH, FL 95,27095.3k $1.1m $1.1m 0.01% Added +27.7k +27,676
78 SOROS FUND MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 94,79094.8k $1.1m $1.1m 0.02% Reduced -775.4k -775,440
79 Freestone Capital Holdings, LLC 0.04% of their portfolio Seattle, WA 94,35094.3k $1.1m $1.1m 0.04% Unchanged
80 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 93,73493.7k $1.0m $1.0m 0.00% Reduced -244.4k -244,374
81 BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 88,48288.5k $990.1k $990.1k 0.03% New
82 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 86,69686.7k $970.1k $970.1k 0.00% Reduced -22.9k -22,942
83 Legal & General Group Plc 0.00% of their portfolio London, X0 83,55383.6k $935.4k $935.4k 0.00% Reduced -45.0k -44,966
84 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 79,86479.9k $893.7k $893.7k 0.02% Added +70.0k +70,042
85 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 75,00175.0k $839.3k $839.3k 0.00% Added +4.7k +4,657
86 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 71,70471.7k $802.4k $802.4k 0.00% Reduced -4.1k -4,129
87 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 70,03970.0k $783.7k $783.7k 0.00% Reduced -2.3k -2,340
88 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 67,94467.9k $761.0k $761.0k 0.00% Reduced -209.6k -209,644
89 Greenland Capital Management LP 0.10% of their portfolio NEW YORK, NY 67,32367.3k $753.3k $753.3k 0.10% Added +17.3k +17,323
90 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 60,63160.6k $678.5k $678.5k 0.00% Reduced -2.4k -2,442
91 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 59,97460.0k $671.1k $671.1k 0.01% New
92 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 55,61355.6k $622.3k $622.3k 0.00% Reduced -954 -954
93 Laird Norton Wetherby Trust Company, LLC 0.09% of their portfolio Seattle, WA 55,50055.5k $621.0k $621.0k 0.09% Reduced -750 -750
94 NATIXIS 0.00% of their portfolio PARIS, I0 55,50055.5k $621.0k $621.0k 0.00% Reduced -36.5k -36,500
95 Point72 (DIFC) Ltd 0.04% of their portfolio DUBAI, C0 49,45449.5k $553.4k $553.4k 0.04% Added +22.1k +22,096
96 Wealth Management Associates, Inc. 0.21% of their portfolio Cherry Hill, NJ 48,10048.1k $538.2k $538.2k 0.21% Reduced -50 -50
97 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 45,71145.7k $512.0k $512.0k 0.00% Added +5.6k +5,563
98 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 44,48644.5k $497.8k $497.8k 0.00% Added +1.9k +1,946
99 Parallax Volatility Advisers, L.P. 0.02% of their portfolio San Francisco, CA 42,69342.7k $477.7k $477.7k 0.02% Reduced -2.6k -2,591
100 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.00% of their portfolio Cincinnati, OH 40,02040.0k $447.8k $447.8k 0.00% Unchanged