Defi Development CORP (DFDV) 13F Positioning & Ownership Changes (Q2 2026)

DFDV ranks #6229 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

DFDV is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

49 institutions disclose a position in DFDV, but none treat it as a major bet — even Lauer Wealth, LLC, its most concentrated holder, allocates just 0.1% of its own portfolio to it.

DFDV reported a net loss of $199.1M over the trailing twelve months.

• Not yet profitable — net loss of $199.1M over the trailing twelve months
• Revenue grew 328.6% year over year
• Net income declined year over year, from $13.7M to -$199.1M
• Operating cash flow was negative, using $18.0M in cash
• Current ratio of 1.51x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.10x equity — a highly leveraged balance sheet worth noting