Pale Fire Capital SE’s Groupon GRPN Stock Holding History

Pale Fire Capital SE’s Portfolio GRPN Stock Details GRPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245M	Hold	10,181,070	–	–	17.32%	1
2026 Q1	$121M	Hold	10,181,070	–	–	10.65%	3
2025 Q4	$179M	Hold	10,181,070	–	–	12.03%	4
2025 Q3	$238M	Hold	10,181,070	–	–	26.02%	2
2025 Q2	$341M	Hold	10,181,070	–	–	34.94%	1
2025 Q1	$191M	Hold	10,181,070	–	–	22.71%	1
2024 Q4	$124M	Hold	10,181,070	–	–	28.07%	2
2024 Q3	$99.6M	Hold	10,181,070	–	–	15.61%	3
2024 Q2	$156M	Hold	10,181,070	–	–	17.56%	3
2024 Q1	$136M	Buy	10,181,070 +3,140,660	+45%	+$47.8M	18.92%	2
2023 Q4	$90.4M	Buy	7,040,410 +323,344	+5%	+$3.88M	14.12%	3
2023 Q3	$103M	Hold	6,717,066	–	–	10.35%	3
2023 Q2	$39.7M	Hold	6,717,066	–	–	2.88%	6
2023 Q1	$28.3M	Hold	6,717,066	–	–	16.31%	2
2022 Q4	$57.6M	Buy	+6,717,066	New	+$52M	36.27%	2

Other funds holding GRPN

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Windward Management Miami Beach, Florida $329M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

GECH

Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pale Fire Capital SE's GRPN Position: Q2 2026 in Review

Pale Fire Capital SE held its Groupon (GRPN) position steady in Q2 2026 at 10,181,070 shares worth $245M. The position accounts for 17.32% of the portfolio, ranked #1.

Pale Fire Capital SE first reported a position in GRPN in Q4 2022 and has held it in 15 quarters since. The position peaked at $341M in Q2 2025. 160 funds tracked by Wall St. Rank hold GRPN as of Q2 2026.

Pale Fire Capital SE held 10,181,070 shares of Groupon worth $245M as of Q2 2026.
Pale Fire Capital SE left its Groupon share count unchanged in Q2 2026.
Groupon made up 17.32% of Pale Fire Capital SE's portfolio in Q2 2026, its #1 holding.
Pale Fire Capital SE first reported a position in Groupon in Q4 2022 and has held it in 15 quarters since.
Pale Fire Capital SE's Groupon position peaked at $341M in Q2 2025.
160 funds tracked by Wall St. Rank held Groupon as of Q2 2026.

Based on Pale Fire Capital SE's 13F filing for Q2 2026, filed 13 Aug 2026.