Cipher Digital Inc (CIFR) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $2.0B

CIFR ranks #1230 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CIFR is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.4% of that fund's own 13F portfolio.

CIFR is a top-conviction position for V3 Holding Ltd — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Two Seas Capital LP has added to its CIFR position for two straight quarters, increasing it by $83.0M to reach $109.4M today.

CIFR is down 10.6% today, but institutions show net buying of $2.0B this quarter — a divergence between today's price move and the underlying institutional flow.

CIFR reported a net loss of $1.1B over the trailing twelve months.

• Not yet profitable — net loss of $1.1B over the trailing twelve months
• Revenue grew 20.3% year over year
• Net income declined year over year, from -$154.0M to -$1.1B
• Operating cash flow was negative, using $207.9M in cash
• Current ratio of 3.79x — enough short-term assets to cover short-term liabilities
• Liabilities run 4.29x equity — a highly leveraged balance sheet worth noting