Marqeta Inc-a (MQ) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $68.2M

MQ ranks #3101 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MQ is a top-conviction position for Vitruvian Partners LLP — at 55.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MQ belongs to California State Teachers Retirement System, but the position matters far more to Vitruvian Partners LLP, who has 55.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its MQ position for two straight quarters, increasing it by $454.8M to reach $456.5M today.

Morgan Stanley has trimmed its MQ position for two straight quarters, cutting it by $8.5M while still holding $5.3M.

MQ is down 1.5% today, but institutions show net buying of $68.2M this quarter — a divergence between today's price move and the underlying institutional flow.

MQ posted net income of $10.4M over the trailing twelve months, and currently trades at a P/E of 719.8.

• Profitable — net income of $10.4M over the trailing twelve months
• Revenue grew 22.4% year over year
• Net income improved year over year, from -$64.7M to $10.4M
• Generated $162.6M in positive operating cash flow
• Current ratio of 1.65x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.00x equity — within a conventional range