VARA
CIFR icon

Value Aligned Research Advisors’s Cipher Digital CIFR Stock Holding History

Value Aligned Research Advisors’s Portfolio CIFR Stock Details CIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273M Buy
11,125,393
+123,787
+1% +$2.61M 0.68% 36
2026
Q1 		$142M Buy
11,001,606
+3,554,111
+48% +$56.3M 0.68% 34
2025
Q4 		$110M Buy
7,447,495
+2,342,958
+46% +$41.4M 1.11% 29
2025
Q3 		$64.3M Buy
+5,104,537
New +$38.5M 0.78% 33

Other funds holding CIFR

VH
V3 Holding Rye, New York $1.43B AUM 412.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Value Aligned Research Advisors's CIFR Position: Q2 2026 in Review

Value Aligned Research Advisors increased its Cipher Digital (CIFR) stake by 1.1% in Q2 2026, buying an estimated $2.61M and bringing the position to 11,125,393 shares worth $273M. The position accounts for 0.68% of the portfolio, ranked #36.

Value Aligned Research Advisors first reported a position in CIFR in Q3 2025 and has held it in 4 quarters since. 468 funds tracked by Wall St. Rank hold CIFR as of Q2 2026.

  • Value Aligned Research Advisors held 11,125,393 shares of Cipher Digital worth $273M as of Q2 2026.
  • Value Aligned Research Advisors bought 123,787 Cipher Digital shares in Q2 2026, an estimated $2.61M.
  • Cipher Digital made up 0.68% of Value Aligned Research Advisors's portfolio in Q2 2026, its #36 holding.
  • Value Aligned Research Advisors first reported a position in Cipher Digital in Q3 2025 and has held it in 4 quarters since.
  • 468 funds tracked by Wall St. Rank held Cipher Digital as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.