SKILLZ INC FIRY
COM CL A · Common Stock · CUSIP 83067L208
American technology holding company
* 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. Implied quarter-end price ≈ $6.49. Options: 11 managers hold calls ($4.3m notional), 8 hold puts ($1.8m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 99 |
| Q3 2023 | 107 |
| Q4 2023 | 105 |
| Q1 2024 | 93 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 46 | 50 |
| Q4 2023 | 33 | 46 |
| Q1 2024 | 24 | 51 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $5.3m | $4.2m | 0.78 |
| Q3 2023 | $4.8m | $1.8m | 0.38 |
| Q4 2023 | $7.5m | $2.4m | 0.32 |
| Q1 2024 | $4.3m | $1.8m | 0.41 |
Biggest buyers
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +68.0k |
| MORGAN STANLEY | Added | +26.7k |
| SCOGGIN MANAGEMENT LP | New | +21.3k |
| GOLDMAN SACHS GROUP INC | Added | +20.0k |
| CITADEL ADVISORS LLC | Added | +17.4k |
| SVB FINANCIAL GROUP | New | +13.9k |
| Invesco Ltd. | Added | +13.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +10.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +4.8k |
| HARBOR CAPITAL ADVISORS, INC. | New | +3.9k |
Biggest sellers
| ACADIAN ASSET MANAGEMENT LLC | Sold out | -80.7k |
| GSA CAPITAL PARTNERS LLP | Sold out | -53.0k |
| CITIGROUP INC | Reduced | -44.1k |
| Mirae Asset Global Investments Co., Ltd. | Sold out | -43.9k |
| Trexquant Investment LP | Reduced | -39.7k |
| Schonfeld Strategic Advisors LLC | Sold out | -39.7k |
| JANE STREET GROUP, LLC | Sold out | -26.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -25.3k |
| Cubist Systematic Strategies, LLC | Sold out | -21.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -21.4k |
Biggest calls
| Squarepoint Ops LLC | Reduced | $2.5m389.7k shares |
| IMC-Chicago, LLC | Reduced | $401.7k61.9k shares |
| CITADEL ADVISORS LLC | Reduced | $306.8k47.3k shares |
| GROUP ONE TRADING LLC | Reduced | $303.1k46.7k shares |
| GTS SECURITIES LLC | Added | $204.5k31.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $194.7k30.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $131.0k20.2k shares |
| WOLVERINE TRADING, LLC | New | $95.4k14.7k shares |
| Walleye Trading LLC | Reduced | $75.9k11.7k shares |
| Walleye Capital LLC | Reduced | $74.6k11.5k shares |
Biggest puts
| Squarepoint Ops LLC | Reduced | $521.1k80.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $447.0k68.9k shares |
| GROUP ONE TRADING LLC | Reduced | $241.4k37.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $237.5k36.6k shares |
| CITADEL ADVISORS LLC | Added | $168.1k25.9k shares |
| GTS SECURITIES LLC | Reduced | $114.2k17.6k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $38.3k5.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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.
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 |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution new · filed 2026-10-27 | 8.1% |
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $11.4k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 2 | — | 0 | — | — |
| Q3 2023 | 1 | $762.8k | 1 | $450.1k | — |
| Q4 2023 | 0 | — | 1 | $87.2k | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 502.6k $3.3m | Reduced -2.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 389.0k $2.5m | Reduced -15.1k |
| BlackRock Inc. 0.00% of their portfolio | 286.4k $1.9m | Reduced -1.4k |
| Coastal Bridge Advisors, LLC 0.37% of their portfolio | 247.0k $1.6m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 148.9k $966.7k | Added +10.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 134.6k $873.5k | Reduced -25.3k |
| MORGAN STANLEY 0.00% of their portfolio | 134.1k $870.6k | Added +26.7k |
| Founders Circle Capital LLC 1.00% of their portfolio | 132.3k $858.4k | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 97.8k $634.9k | Added +68.0k |
| Trexquant Investment LP 0.01% of their portfolio | 81.9k $531.4k | Reduced -39.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 72.1k $468.2k | Added +1.9k |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 57.1k $370.9k | Reduced -20.6k |
| STATE STREET CORP 0.00% of their portfolio | 52.9k $343.2k | Reduced -1.9k |
| Invesco Ltd. 0.00% of their portfolio | 51.8k $336.4k | Added +13.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 34.6k $225.0k | Added +4.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 34.1k $221.2k | Reduced -12.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 31.9k $206.8k | Added +20.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 31.6k $204.9k | Reduced -21.4k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 29.1k $188.9k | Reduced -1.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 28.8k $186.8k | Added +993 |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 26.3k $170.8k | Reduced -4.1k |
| Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio | 25.7k $166.9k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 24.6k $159.9k | Reduced -322 |
| SCOGGIN MANAGEMENT LP 0.10% of their portfolio | 21.3k $138.2k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 20.4k $132.5k | Reduced -20.2k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio | 19.9k $129.1k | Reduced -11.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.6k $127.2k | Added +17.4k |
| Adero Partners, LLC 0.01% of their portfolio | 18.7k $121.5k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 17.3k $112.1k | Reduced -85 |
| SVB FINANCIAL GROUP 0.05% of their portfolio | 13.9k $90.5k | New |
| WILKINS INVESTMENT COUNSEL INC 0.01% of their portfolio | 13.5k $87.6k | Unchanged |
| FMR LLC 0.00% of their portfolio | 11.3k $73.6k | Reduced -3.8k |
| CITIGROUP INC 0.00% of their portfolio | 7.0k $45.7k | Reduced -44.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.1k $26.6k | Reduced -524 |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 3.9k $25.0k | New |
| FRG Family Wealth Advisors LLC 0.00% of their portfolio | 3.7k $22.9k | New |
| Quantbot Technologies LP 0.00% of their portfolio | 3.6k $23.4k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 3.1k $20.1k | Reduced -15 |
| BARCLAYS PLC 0.00% of their portfolio | 2.8k $18.0k | Reduced -3.9k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 2.5k $15.4k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 2.3k $14.9k | Added +1.1k |
| NATIXIS 0.00% of their portfolio | 2.0k $13.4k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 1.3k $8.7k | Reduced -385 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3k $8.4k | Unchanged |
| Pacer Advisors, Inc. 0.00% of their portfolio | 1.1k $7.2k | Added +148 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 650 $4.2k | Unchanged |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 602 $4.0k | Added +500 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 546 $3.5k | Unchanged |
| Gradient Investments LLC 0.00% of their portfolio | 450 $2.9k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 383 $2.5k | Reduced -1.0k |
| UBS Group AG 0.00% of their portfolio | 270 $1.8k | Reduced -1.3k |
| TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio | 245 $1.6k | Unchanged |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 133 $1 | New |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 123 $836 | New |
| Quent Capital, LLC 0.00% of their portfolio | 74 $480 | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 72 $0 | Reduced -395 |
| Planning Capital Management Corp 0.00% of their portfolio | 50 $325 | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 42 $273 | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 38 $206 | Reduced -2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 28 $182 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 25 $162 | Reduced -4 |
| NFSG Corp 0.00% of their portfolio | 25 $162 | Unchanged |
| Hilltop National Bank 0.00% of their portfolio | 25 $162 | First filing |
| Bogart Wealth, LLC 0.00% of their portfolio | 23 $149 | Added +8 |
| Truvestments Capital LLC 0.00% of their portfolio | 20 $130 | Unchanged |
| Transcendent Capital Group LLC 0.00% of their portfolio | 20 $127 | Added +10 |
| CWM, LLC 0.00% of their portfolio | 17 $0 | Reduced -2 |
| Rise Advisors, LLC 0.00% of their portfolio | 16 $104 | Unchanged |
| Archer Investment Corp 0.00% of their portfolio | 13 $84 | Unchanged |
| Towne Trust Company, N.A 0.00% of their portfolio | 12 $78 | New |
| DUNCKER STREETT & CO INC 0.00% of their portfolio | 11 $71 | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 11 $71 | Unchanged |
| CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio | 10 $65 | Unchanged |
| GODSEY & GIBB, INC 0.00% of their portfolio | 10 $65 | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 9 $58 | Unchanged |
| Raleigh Capital Management Inc. 0.00% of their portfolio | 7 $45 | Unchanged |
| Main Street Group, LTD 0.00% of their portfolio | 7 $48 | Unchanged |
| MB, LEVIS & ASSOCIATES, LLC 0.00% of their portfolio | 7 $45 | Unchanged |
| Colonial Trust Advisors 0.00% of their portfolio | 6 $39 | Unchanged |
| McIlrath & Eck, LLC 0.00% of their portfolio | 6 $39 | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 5 $32 | Unchanged |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 5 $33 | Unchanged |
| Tradewinds Capital Management, LLC 0.00% of their portfolio | 5 $33 | Unchanged |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 5 $32 | Unchanged |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 5 $33 | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 4 $26 | Reduced -37 |
| Avior Wealth Management, LLC 0.00% of their portfolio | 4 $25 | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 3 $19 | Reduced -7 |
| North Star Investment Management Corp. 0.00% of their portfolio | 3 $19 | Unchanged |
| REAP Financial Group, LLC 0.00% of their portfolio | 3 $19 | Unchanged |
| Delos Wealth Advisors, LLC 0.00% of their portfolio | 2 $13 | Unchanged |
| TruNorth Capital Management, LLC 0.00% of their portfolio | 1 $6 | First filing |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |