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 ≈ $10.17. Options: 6 managers hold calls ($3.1m notional), 5 hold puts ($2.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 99 |
| Q3 2023 | 107 |
| Q4 2023 | 105 |
| Q1 2024 | 93 |
| Q2 2024 | 90 |
| Q3 2024 | 82 |
| Q4 2024 | 89 |
| Q1 2025 | 79 |
| Q2 2025 | 79 |
| Q3 2025 | 86 |
| Q4 2025 | 74 |
| Q1 2026 | 79 |
| Q2 2026 | 72 |
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 2024 | 21 | 36 |
| Q4 2024 | 27 | 35 |
| Q1 2025 | 24 | 37 |
| Q2 2025 | 25 | 28 |
| Q3 2025 | 31 | 27 |
| Q4 2025 | 23 | 45 |
| Q1 2026 | 29 | 26 |
| Q2 2026 | 31 | 27 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.2m | $1.6m | 1.32 |
| Q4 2025 | $496.1k | $593.5k | 1.20 |
| Q1 2026 | $258.0k | $322.2k | 1.25 |
| Q2 2026 | $3.1m | $2.1m | 0.68 |
Biggest buyers
| BlackRock, Inc. | Added | +488.1k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +298.2k |
| UBS Group AG | Added | +96.6k |
| Meteora Capital, LLC | New | +91.1k |
| MORGAN STANLEY | Added | +81.5k |
| JANE STREET GROUP, LLC | Added | +69.1k |
| BOOTHBAY FUND MANAGEMENT, LLC | New | +50.4k |
| Bank of New York Mellon Corp | New | +27.8k |
| Shay Capital LLC | Added | +25.1k |
| Susquehanna Portfolio Strategies, LLC | New | +17.5k |
Biggest sellers
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -131.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -55.0k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -33.0k |
| NewEdge Advisors, LLC | Sold out | -28.1k |
| PDT Partners, LLC | Sold out | -27.1k |
| Engineers Gate Manager LP | Sold out | -13.0k |
| ACADIAN ASSET MANAGEMENT LLC | Sold out | -11.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Sold out | -11.4k |
| Schonfeld Strategic Advisors LLC | Sold out | -11.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -7.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3m123.3k shares |
| CITADEL ADVISORS LLC | Added | $778.8k76.5k shares |
| GROUP ONE TRADING LLC | Added | $530.4k52.1k shares |
| SIMPLEX TRADING, LLC | Added | $233.1k22.9k shares |
| JANE STREET GROUP, LLC | New | $174.1k17.1k shares |
| IMC-Chicago, LLC | Reduced | $148.6k14.6k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $799.1k78.5k shares |
| CITADEL ADVISORS LLC | Added | $530.4k52.1k shares |
| SIMPLEX TRADING, LLC | Added | $313.5k30.8k shares |
| IMC-Chicago, LLC | Reduced | $244.3k24.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $231.1k22.7k 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $10.8k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 835.9k $8.5m | Added +488.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 463.2k $4.7m | Added +298.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 400.7k $4.1m | Added +1.3k |
| Coastal Bridge Advisors, LLC 0.16% of their portfolio | 247.0k $2.5m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 116.9k $1.2m | Added +4.1k |
| UBS Group AG 0.00% of their portfolio | 111.1k $1.1m | Added +96.6k |
| MORGAN STANLEY 0.00% of their portfolio | 110.1k $1.1m | Added +81.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 94.1k $957.7k | Added +69.1k |
| Meteora Capital, LLC 0.08% of their portfolio | 91.1k $927.4k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 60.4k $614.8k | Added +401 |
| STATE STREET CORP 0.00% of their portfolio | 58.5k $595.1k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 56.9k $579.5k | Reduced -6.7k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 50.4k $513.1k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 46.2k $470.0k | Added +11.9k |
| Shay Capital LLC 0.05% of their portfolio | 40.4k $411.2k | Added +25.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 30.0k $305.3k | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 27.8k $282.9k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 24.8k $252.0k | Reduced -929 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 21.1k $186.4k | Added +9.2k |
| Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio | 17.5k $177.9k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 16.0k $162.9k | Reduced -7.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 15.0k $153.1k | Added +9 |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 14.3k $145.1k | New |
| Pinegrove Venture Partners, LLC 1.92% of their portfolio | 13.9k $142.0k | Unchanged |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 11.8k $120.5k | New |
| Peak Retirement Planning, Inc. 0.02% of their portfolio | 11.7k $119.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 10.1k $102.4k | Reduced -495 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 7.0k $71.3k | Added +2.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 5.2k $53.4k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 3.9k $39.8k | Added +3.9k |
| BARCLAYS PLC 0.00% of their portfolio | 2.5k $25.4k | Added +945 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 1.4k $13.8k | Added +323 |
| Parallel Advisors, LLC 0.00% of their portfolio | 678 $6.9k | Reduced -4 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 650 $6.6k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 518 $5.3k | Added +300 |
| Allworth Financial LP 0.00% of their portfolio | 500 $5.1k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 299 $3.0k | Added +5 |
| TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio | 222 $2.3k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 132 $1.0k | Reduced -1.1k |
| CITIGROUP INC 0.00% of their portfolio | 103 $1.0k | Reduced -1.0k |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 100 $1.0k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 100 $1.0k | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 85 $835 | Reduced -4 |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 76 $774 | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 62 $631 | Unchanged |
| Activest Wealth Management 0.00% of their portfolio | 50 $509 | Unchanged |
| FMR LLC 0.00% of their portfolio | 30 $301 | Reduced -5 |
| Archer Investment Corp 0.00% of their portfolio | 26 $264 | Added +13 |
| Truvestments Capital LLC 0.00% of their portfolio | 25 $255 | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 23 $219 | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 15 $151 | New |
| Aventura Private Wealth, LLC 0.00% of their portfolio | 12 $122 | Unchanged |
| CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio | 10 $102 | Unchanged |
| GODSEY & GIBB, INC 0.00% of their portfolio | 10 $102 | Unchanged |
| Institute for Wealth Management, LLC. 0.00% of their portfolio | 10 $102 | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 9 $92 | Unchanged |
| Blue Trust, Inc. 0.00% of their portfolio | 8 $81 | Unchanged |
| Dogwood Wealth Management LLC 0.00% of their portfolio | 8 $81 | Unchanged |
| MB, LEVIS & ASSOCIATES, LLC 0.00% of their portfolio | 7 $71 | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 5 $51 | Unchanged |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 5 $51 | Unchanged |
| Tradewinds Capital Management, LLC 0.00% of their portfolio | 5 $51 | Unchanged |
| NFSG Corp 0.00% of their portfolio | 5 $51 | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 4 $41 | Unchanged |
| Nvest Wealth Strategies, Inc. 0.00% of their portfolio | 4 $41 | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 3 $31 | Unchanged |
| DUNCKER STREETT & CO INC 0.00% of their portfolio | 2 $20 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 2 $20 | Added +1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% of their portfolio | 1 $11 | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 1 $10 | Reduced -1 |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 1 $10 | New |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 1 $10 | Unchanged |