The cluster is concentrated among active asset managers (Temasek, Robeco) rather than passive index funds, strengthening the signal. The buying follows strong preliminary Q3 operating data. Monitor the full Q3 GAAP earnings release in November for confirmation of the growth trajectory and any margin or profitability details.
Executive Summary
Three institutional investors (Temasek, Robeco, Assetmark) significantly increased their FIGR positions in Q3 2026, with aggregate buying of $7.6M, while only one small seller trimmed $19K. The cluster follows strong preliminary Q3 operating data released on October 7, showing 107% YoY growth in Consumer Loan Marketplace Volume, suggesting institutions are reacting to the company's accelerating loan marketplace momentum.
Key Financial Metrics
Institutional Positions
Net institutional flow: $7.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Temasek Holdings (Private) | DOUBLED | +386.5% | $5.8M | $4.6M |
| Robeco Institutional Asset Management B.v. | ADD | +92.4% | $5.6M | $2.5M |
| Assetmark | DOUBLED | +260928.6% | $527.0K | $527.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | TRIM | -26.2% | Not reported | -$19.0K |
Key Facts
- Three institutional buyers accumulated $7.6M in new FIGR positions during Q3 2026
- Temasek Holdings doubled its stake (+386.5% shares), adding $4.6M in value to reach $5.8M
- Robeco added 92.4% to its position, increasing value by $2.5M to $5.6M
- Assetmark initiated a new position of $527K (up from $215)
- Only one seller (Farther Finance Advisors) trimmed $19K, a negligible reduction
- Preliminary Q3 2026 operating data showed Consumer Loan Marketplace Volume of $5.119B (+107% YoY, +20% QoQ)
- Democratized Prime platform metrics: Matched Offers +50% QoQ, Borrower Demand +45% QoQ, Available Lender Supply +58% QoQ
Financial Impact
Three institutions accumulated $7.6M in new positions while one seller reduced holdings by $19K, net institutional buying of approximately $7.6M.
Risk Factors
- 13F data is 45+ days stale; positions may have been partially or fully unwound since quarter-end
- The cluster is small in absolute dollar terms ($7.6M net buying) relative to FIGR's $4.9B market cap
- No insider buying corroborates the institutional cluster (confluence score 6/100, divergent)
- The preliminary operating data excluded Kiavi's contribution post-September 1 closing; full Q3 results may differ
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FIGR-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 1d ago | Institutional Cluster | $23.33 $23.59 | ▲ +1.11% | ▲ +1.50% | No price |
Oct 22, 2026 7d ago | Press Release | $23.19 $21.91 | ▼ −5.52% | ▼ −6.23% | No price |
Oct 6, 2026 23d ago | 8-K | $27.68 $27.60 | ▼ −0.29% | ▲ +0.13% | No price |
Oct 2, 2026 27d ago | S-3ASR | $27.94 $27.35 | ▼ −2.11% | ▼ −2.66% | No price |
Sep 10, 2026 7w ago | Press Release | $36.57 $34.87 | ▼ −4.65% | ▼ −5.50% | No price |
Sep 9, 2026 7w ago | 144 | $36.57 $34.87 | ▼ −4.65% | ▼ −5.50% | No price |
Sep 1, 2026 8w ago | 8-K | $33.70 $33.19 | ▼ −1.51% | ▼ −1.96% | No price |
Aug 18, 2026 10w ago | Insider Cluster | $36.85 $36.06 | ▼ −2.14% | ▼ −1.30% | No price |
Aug 15, 2026 10w ago | Institutional Cluster | $35.76 $35.52 | ▼ −0.66% | ▲ +0.02% | No price |
Jul 15, 2026 15w ago | Press Release | $30.87 | awaiting T+1 | awaiting T+1 | No price |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers