Marqeta, Inc.
MQ- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001522540
In the last 90 days, Marqeta, Inc. insiders filed 0 open-market purchases and 6 sales; 210 institutions reported holding it in 13F filings for Q2 2026, worth $1.11B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Marqeta, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 269
- −8 vs. Q4 2022
- Shares held
- 322.6M
- −3.67M (−1.1%) vs. Q4 2022
- Total value
- $1.48B
- −$517.3M (−25.9%) vs. Q4 2022
- New holders
- 43
- 91 more added
- Sold out
- 51
- 81 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 210 | $1.11B |
| Q1 2026 | 255 | $1.23B |
| Q4 2025 | 255 | $1.45B |
| Q3 2025 | 268 | $1.68B |
| Q2 2025 | 248 | $1.84B |
| Q1 2025 | 255 | $1.27B |
| Q4 2024 | 254 | $1.19B |
| Q3 2024 | 275 | $1.55B |
| Q2 2024 | 269 | $1.80B |
| Q1 2024 | 279 | $1.88B |
| Q4 2023 | 264 | $2.16B |
| Q3 2023 | 242 | $1.94B |
| Q2 2023 | 258 | $1.52B |
| Q1 2023 | 269 | $1.48B |
| Q4 2022 | 279 | $2.00B |
| Q3 2022 | 265 | $2.38B |
| Q2 2022 | 275 | $2.82B |
| Q1 2022 | 250 | $2.94B |
| Q4 2021 | 223 | $4.35B |
| Q3 2021 | 103 | $2.66B |
| Q2 2021 | 105 | $2.52B |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Marqeta, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $5 | 0.00% | −6−85.7% | Reduced |
| Disciplined Investments, LLC | 1 | $5 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $14 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $28 | 0.00% | −2−25.0% | Reduced |
| Ellevest, Inc. | 15 | $69 | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 19 | $77 | 0.00% | +19 | New |
| Versant Capital Management, Inc | 42 | $192 | 0.00% | +42 | New |
| Baystate Wealth Management LLC | 50 | $229 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 50 | $229 | 0.00% | +50 | New |
| Federated Hermes, Inc. | 74 | $338 | 0.00% | +74 | New |
| Parkside Financial Bank & Trust | 85 | $389 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 91 | $415 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 97 | $444 | 0.00% | −632−86.7% | Reduced |
| Optimum Investment Advisors | 100 | $457 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 100 | $457 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $457 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 104 | $475 | 0.00% | +104 | New |
| Baker Avenue Asset Management, LP | 106 | $484 | 0.00% | −129−54.9% | Reduced |
| Quadrant Capital Group LLC | 110 | $503 | 0.00% | +75+214.3% | Added |
| Bogart Wealth, LLC | 121 | $553 | 0.00% | +121 | New |
| Focused Wealth Management, Inc | 150 | $686 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 134 | $1.00K | 0.00% | +35+35.4% | Added |
| Manchester Capital Management LLC | 237 | $1.08K | 0.00% | +156+192.6% | Added |
| Gradient Investments LLC | 244 | $1.11K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $1.14K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 285 | $1.30K | 0.00% | +40+16.3% | Added |
| Bell Investment Advisors, Inc | 345 | $1.58K | 0.00% | +165+91.7% | Added |
| West Paces Advisors Inc. | 345 | $1.58K | 0.00% | +345 | New |
| Washington Trust Advisors, Inc. | 406 | $1.86K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 469 | $2.14K | 0.00% | +469 | New |
| Signaturefd, LLC | 574 | $2.62K | 0.00% | −12−2.0% | Reduced |
| GWM Advisors LLC | 600 | $2.74K | 0.00% | −33−5.2% | Reduced |
| ICA Group Wealth Management, LLC | 800 | $3.66K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 615 | $3.67K | 0.00% | −48−7.2% | Reduced |
| National Bank of Canada | 825 | $3.77K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,000 | $4.15K | 0.00% | +1,000 | New |
| TCI Wealth Advisors, Inc. | 1,059 | $4.84K | 0.00% | +102+10.7% | Added |
| Operose Advisors LLC | 1,060 | $4.84K | 0.00% | −1,920−64.4% | Reduced |
| Cutler Group LP | 1,122 | $5.00K | 0.00% | −7,439−86.9% | Reduced |
| Your Advocates Ltd., LLP | 1,500 | $6.86K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,981 | $13.6K | 0.00% | −631−17.5% | Reduced |
| Allworth Financial LP | 3,000 | $13.7K | 0.00% | +894+42.5% | Added |
| The PNC Financial Services Group, Inc. | 4,452 | $20.3K | 0.00% | +693+18.4% | Added |
| TFC Financial Management | 5,250 | $24.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,935 | $27.1K | 0.01% | +5,935 | New |
| Advisors Asset Management, Inc. | 7,379 | $33.7K | 0.00% | +566+8.3% | Added |
| Y.D. More Investments Ltd | 7,968 | $36.4K | 0.01% | −3,220−28.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,940 | $45.4K | 0.00% | +225+2.3% | Added |
| Stifel Financial Corp | 10,202 | $46.6K | 0.00% | −700−6.4% | Reduced |
| Forum Financial Management, LP | 10,522 | $48.1K | 0.00% | +10,522 | New |
| JCSD Capital, LLC | 10,600 | $48.4K | 0.08% | +10,500+10,500.0% | Added |
| CWM, LLC | 10,684 | $49.0K | 0.00% | +1,221+12.9% | Added |
| IHT Wealth Management, LLC | 10,892 | $49.8K | 0.00% | +10,892 | New |
| Delphia (USA) Inc. | 11,453 | $52.3K | 0.06% | +11,453 | New |
| SEI Investments Co | 11,491 | $52.5K | 0.00% | +11,491 | New |
| Vident Investment Advisory, LLC | 11,775 | $53.8K | 0.00% | +11,775 | New |
| CIBC Asset Management Inc | 11,837 | $54.1K | 0.00% | +196+1.7% | Added |
| Essex Investment Management Co LLC | 12,084 | $55.2K | 0.01% | −137−1.1% | Reduced |
| 360 Financial, Inc. | 12,300 | $56.2K | 0.03% | −13,800−52.9% | Reduced |
| Fox Run Management, L.L.C. | 13,126 | $60.0K | 0.02% | −10,176−43.7% | Reduced |
| Jefferies Financial Group Inc. | 13,237 | $60.5K | 0.00% | −28,209−68.1% | Reduced |
| Endowment Wealth Management, Inc. | 13,521 | $61.8K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 13,879 | $63.4K | 0.00% | +13,879 | New |
| Corton Capital Inc. | 14,131 | $64.6K | 0.04% | +14,131 | New |
| Nisa Investment Advisors, LLC | 14,130 | $65.0K | 0.00% | +1,280+10.0% | Added |
| LPL Financial LLC | 14,292 | $65.3K | 0.00% | −5,591−28.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,400 | $65.8K | 0.00% | +3,875+36.8% | Added |
| Cetera Investment Advisers | 14,483 | $66.2K | 0.00% | +14,483 | New |
| CI Private Wealth, LLC | 15,190 | $69.3K | 0.00% | +15,190 | New |
| Kovack Advisors, Inc. | 15,300 | $69.9K | 0.01% | +15,300 | New |
| Vontobel Holding Ltd. | 15,400 | $70.4K | 0.00% | +2,800+22.2% | Added |
| PFS Investments Inc. | 16,558 | $72.0K | 0.00% | +5,534+50.2% | Added |
| Shell Asset Management Co | 16,010 | $73.0K | 0.00% | −56−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,117 | $73.7K | 0.00% | −11−0.1% | Reduced |
| Carret Asset Management, LLC | 16,400 | $75.0K | 0.01% | −51,585−75.9% | Reduced |
| First Republic Investment Management, Inc. | 17,716 | $81.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 17,958 | $82.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,004 | $87.0K | 0.00% | +1,685+9.7% | Added |
| Parallel Advisors, LLC | 19,099 | $87.3K | 0.00% | −285−1.5% | Reduced |
| Quattro Financial Advisors LLC | 19,182 | $87.7K | 0.04% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 19,668 | $89.9K | 0.01% | +19,668 | New |
| Janney Montgomery Scott LLC | 19,684 | $90.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 19,975 | $91.3K | 0.00% | −636,649−97.0% | Reduced |
| Pinnacle Associates Ltd | 21,200 | $96.9K | 0.00% | −3,400−13.8% | Reduced |
| Raymond James & Associates | 21,907 | $100.1K | 0.00% | −150−0.7% | Reduced |
| Metropolitan Life Insurance Co | 22,718 | $103.8K | 0.01% | −4,287−15.9% | Reduced |
| Nebula Research & Development LLC | 22,943 | $104.8K | 0.19% | +22,943 | New |
| Xponance, Inc. | 24,816 | $113.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 28,690 | $119.0K | 0.00% | −12,494−30.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26,478 | $121.0K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 26,807 | $122.5K | 0.02% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 27,374 | $125.1K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 28,197 | $128.9K | 0.08% | +1,785+6.8% | Added |
| Petrus Trust Company, LTA | 28,665 | $131.0K | 0.02% | +5,268+22.5% | Added |
| Boston Private Wealth LLC | 28,989 | $132.5K | 0.00% | −24−0.1% | Reduced |
| Tudor Investment Corp Et Al | 29,147 | $133.0K | 0.00% | −60,734−67.6% | Reduced |
| Virginia Retirement Systems Et Al | 29,600 | $135.3K | 0.00% | +8,700+41.6% | Added |