| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COINBASE GLOBAL INC | 7 | Q2 2024 | 81.9% |
| ROOT INC | 7 | Q2 2024 | 28.4% |
| OKTA INC | 7 | Q2 2024 | 20.9% |
| AXSOME THERAPEUTICS INC | 7 | Q2 2024 | 7.1% |
| PLANET LABS PBC | 7 | Q2 2024 | 2.0% |
| PACIFIC BIOSCIENCES CALIF IN | 7 | Q2 2024 | 0.3% |
| ORCHESTRA BIOMED HOLDINGS INC | 6 | Q2 2024 | 4.8% |
| SKILLZ INC | 5 | Q4 2023 | 0.4% |
| MOVELLA HOLDINGS INC | 5 | Q1 2024 | 0.2% |
| CAREMAX INC | 4 | Q3 2023 | 3.0% |
View SVB FINANCIAL GROUP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Root, Inc. | February 14, 2024 | 783,012 | 8.2% |
| ACHIEVE LIFE SCIENCES, INC. | February 10, 2023 | 1,716,764 | 8.8% |
| Root, Inc. | February 10, 2023 | 783,012 | 8.6% |
| BigCommerce Holdings, Inc. | February 12, 2021 | 392,224 | 0.6% |
| ISC8 INC. /DE | February 17, 2015 | 34,533,213 | 11.9% |
View SVB FINANCIAL GROUP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 8-K | 2024-09-24 |
| N-PX | 2024-08-29 |
| 8-K | 2024-08-23 |
| 13F-HR | 2024-08-14 |
| 8-K | 2024-07-24 |
| 8-K | 2024-06-25 |
| 8-K | 2024-05-23 |
| 13F-HR | 2024-05-14 |
| 8-K | 2024-05-07 |
| 8-K | 2024-05-07 |
View SVB FINANCIAL GROUP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.