WA
FIGR

Waverly Advisors’s Figure Technology Solutions FIGR Stock Holding History

Waverly Advisors’s Portfolio FIGR Stock Details FIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63M Buy
53,089
+23,277
+78% +$778K 0.01% 747
2026
Q1 		$1.01M Sell
29,812
-25,191
-46% -$1.09M 0.01% 827
2025
Q4 		$2.25M Buy
+55,003
New +$2.2M 0.02% 572

Other funds holding FIGR

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
MCCM
Morgan Creek Capital Management Chapel Hill, North Carolina $148M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors's FIGR Position: Q2 2026 in Review

Waverly Advisors increased its Figure Technology Solutions (FIGR) stake by 78% in Q2 2026, buying an estimated $778K and bringing the position to 53,089 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #747.

Waverly Advisors first reported a position in FIGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q4 2025. 302 funds tracked by Wall St. Rank hold FIGR as of Q2 2026.

  • Waverly Advisors held 53,089 shares of Figure Technology Solutions worth $1.63M as of Q2 2026.
  • Waverly Advisors bought 23,277 Figure Technology Solutions shares in Q2 2026, an estimated $778K.
  • Figure Technology Solutions made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #747 holding.
  • Waverly Advisors first reported a position in Figure Technology Solutions in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Figure Technology Solutions position peaked at $2.25M in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.