Geode Capital Management lifts stake by 175,000 in 13F

Geode Capital Management lifts stake by 175,000 in 13F

Geode added ~175,000 Strategy shares: what it means

According to a Form 13F filing, Geode Capital Management increased its position in Strategy by about 175,000 shares. The filing reports holdings as of quarter-end, not real-time activity.

Without shares outstanding, prior position size, or average volume, materiality cannot be quantified from the available data. The increase may reflect rebalancing, index methodology, or mandate-driven flows.

Why Geode Capital Management’s 13F-reported change matters

Form 13F disclosures provide transparency into long U.S.-listed equity holdings. Institutional managers with at least $100 million must file within 45 days after quarter end, according to the Securities Exchange Act of 1934, Section 13(f).

The report excludes short positions, many derivatives, and cash; it is a quarter-end snapshot and a lagging indicator. It should not be read as a timely signal of current positioning.

Market commentary often centers on whether ownership crosses 5% or 10% thresholds, as reported by MarketBeat. No such threshold is indicated by the limited data provided.

Immediate impact, verification, and interpretation limits

Isolated 13F updates rarely move prices on their own. Any near-term reaction typically depends on company news, liquidity, and whether multiple large holders show concurrent shifts.

Data feeds can be delayed or inconsistent across providers. One provider flagged temporary disruptions at the time of writing, highlighting the need to triangulate sources before drawing conclusions.

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How to verify and interpret Form 13F data

Where to find Geode’s SEC 13F filing confirmation

Use the EDGAR Company Filings search and enter “GEODE CAPITAL MANAGEMENT, LLC.” Open the most recent Form 13F‑HR for the relevant quarter and review the information table.

Locate the issuer name “Strategy” and confirm the listed share amount. Compare with the prior quarter’s filing to infer an increase of roughly 175,000 shares.

What Form 13F includes and omits for context

Included: long positions in reportable U.S.-listed equities and certain options and convertibles when they confer long exposure. Holdings are reported as share counts and fair values at quarter end.

Omitted: short positions, many swaps and futures, cash, and non-reportable foreign ordinary shares. Timing of trades, trade prices, and intraperiod activity are not disclosed.

FAQ about Geode Capital Management

What filing confirms this move and what is the effective date reported in the most recent 13F?

Geode’s Form 13F‑HR confirms the position. The effective date is the quarter-end stated on the filing’s cover page and information table.

How does this change Geode Capital’s percentage ownership and ranking among top institutional holders?

Not determinable from available inputs. Shares outstanding and peer holder data are required to compute percentage ownership and ranking.

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