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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
Vanguard Group
Vanguard Group
Pennsylvania
$923M +$161M 8 0.07% Increased
2
FS
Feinberg Stephen
$846M $0 1 70.24% Maintained
3
Sands Capital Management
Sands Capital Management
Virginia
$531M +$45.4M 1 1.48% Increased
4
JP Morgan Chase
JP Morgan Chase
New York
$482M -$24.9M 6 0.13% Reduced
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$467M +$24.3M 8 0.08% Increased
6
PC
Perry Capital
New York
$461M +$12.9M 1 18.18% Increased
7
Boston Partners
Boston Partners
Massachusetts
$433M +$208M 1 0.66% Increased
8
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$426M +$90.7M 1 0.83% Increased
9
CPV
Canaan Partners VII
Connecticut
$403M $0 1 91.89% Maintained
10
Fidelity Investments
Fidelity Investments
Massachusetts
$402M +$76.5M 5 0.06% Increased
11
Morgan Stanley
Morgan Stanley
New York
$398M +$259M 10 0.15% Increased
12
NVPX
Norwest Venture Partners X
California
$368M -$312M 1 90.6% Reduced
13
FC
Foundation Capital
California
$358M $0 1 43.8% Maintained
14
Franklin Resources
Franklin Resources
California
$351M -$5.31M 2 0.17% Reduced
15
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$318M -$10.2M 5 0.07% Reduced
16
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$282M +$18.1M 8 0.07% Increased
17
EC
EJF Capital
Virginia
$265M -$51.9M 1 12.85% Reduced
18
CCA
Canyon Capital Advisors
Texas
$253M +$9.61M 1 6.94% Increased
19
State Street
State Street
Massachusetts
$253M +$6.18M 7 0.03% Increased
20
Institutional Capital
Institutional Capital
Illinois
$247M +$263M 1 2.06% New
21
Invesco
Invesco
Georgia
$206M +$91M 7 0.09% Increased
22
Wellington Management Group
Wellington Management Group
Massachusetts
$194M +$154M 6 0.05% Increased
23
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$191M +$48.2M 5 0.13% Increased
24
VM
Valinor Management
New York
$190M $0 1 5.04% Maintained
25
Bank of New York Mellon
Bank of New York Mellon
New York
$186M -$5.75M 7 0.06% Reduced