Better Home & Finance Holding Co. 13F holders
89 funds reported a position in Better Home & Finance Holding Co. in their 13F for the quarter ended 30 June 2026, together 6.1 million shares worth $169.1 million. Against the quarter before, 17 opened a position, 34 added, 20 trimmed and 19 sold out; together they bought a net 828,491 shares. The largest holders: BlackRock, Inc., Softbank Group Corp. and Frontier Capital Management Co. LLC.
Funds holding89-3 on Q1 2026
Shares they held6.1Mworth $169.1 million
Net bought on the quarter828,491 sharesabout $22.8 million at the funds' values
Funds buying to selling51 to 39opened or added, to cut or sold
Opened 17Added 34Held 18Trimmed 20Sold out 19
What each fund did in BETR against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in BETR in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 14 reported a position in Better Home & Finance Holding Co.: 5 opened one, 4 added, 1 trimmed and 8 sold out, a net 49,948 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| State of Wyoming | +6,435 | 9,494 | added | 13F |
| Sterling Capital Management LLC | +234 | 262 | added | 13F |
| Gamma Investing LLC | +176 | 240 | added | 13F |
| SBI Securities Co., Ltd. | +140 | 342 | added | 13F |
| Parkside Financial Bank & Trust | +102 | 102 | new | 13F |
| Versant Capital Management, Inc | -74 | 120 | trimmed | 13F |
| SJS Investment Consulting Inc. | +44 | 44 | new | 13F |
| Physician Wealth Advisors, Inc. | +41 | 41 | new | 13F |
| Farther Finance Advisors, LLC | +17 | 17 | new | 13F |
| CoreCap Advisors, LLC | +8 | 8 | new | 13F |
| Activest Wealth Management | +0 | 0 | sold out | 13F |
| Assetmark, Inc. | -9 | 0 | sold out | 13F |
| Daiwa Securities Group Inc. | -55,200 | 0 | sold out | 13F |
| Essential Partners LLC | -31 | 0 | sold out | 13F |
| Fortitude Family Office, LLC | -6 | 0 | sold out | 13F |
| Stone House Investment Management, LLC | -2 | 0 | sold out | 13F |
| Strs Ohio | -1,800 | 0 | sold out | 13F |
| True Wealth Design, LLC | -23 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in Better Home & Finance Holding Co. in a 13F for the quarter ended 30 June 2026. The largest: Citadel Advisors, 335,989 shares worth $9.2 million, 0.0% of its reported book. New this quarter: Millennium Management. In the quarter, 3 funds added or opened a position and 1 trimmed or sold out; together they bought a net 209,409 shares, about $5.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Citadel Advisors | 335,989 | $9.2 million | 0.0% | +106,023 | added | 30 June 2026 | 13F |
| Geode Capital Management | 237,325 | $6.5 million | 0.0% | +76,432 | added | 30 June 2026 | 13F |
| Millennium Management | 27,429 | $754,298 | 0.0% | +27,429 | new | 30 June 2026 | 13F |
| FMR LLC | 511 | $14,053 | 0.0% | -475 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 685,834 | 11.16% | $18.9 million | 0.00% | +199,735 | 13F |
| Softbank Group Corp. | 628,553 | 10.23% | $17.3 million | 0.10% | no change | 13F |
| Frontier Capital Management Co. LLC | 625,598 | 10.18% | $17.2 million | 0.16% | -168,336 | 13F |
| Healthcare of Ontario Pension Plan Trust Fund | 578,960 | 9.42% | $15.9 million | 0.02% | no change | 13F |
| Vanguard Capital Management LLC | 495,753 | 8.07% | $13.6 million | 0.00% | +108,423 | 13F |
| Goldman Sachs Group Inc. | 337,978 | 5.50% | $9.3 million | 0.00% | +48,286 | 13F |
| Citadel Advisors LLC | 335,989 | 5.47% | $9.2 million | 0.01% | +106,023 | 13F |
| Whetstone Capital Advisors, LLC | 253,987 | 4.13% | $7.0 million | 1.85% | new | 13F |
| Geode Capital Management, LLC | 237,325 | 3.86% | $6.5 million | 0.00% | +76,432 | 13F |
| BNP Paribas Financial Markets | 221,637 | 3.61% | $6.1 million | 0.00% | +53,593 | 13F |
| Deeter Investments LLP | 207,511 | 3.38% | $5.7 million | 0.85% | new | 13F |
| State Street Corp. | 180,526 | 2.94% | $5.0 million | 0.00% | +57,150 | 13F |
| Morgan Stanley | 130,300 | 2.12% | $3.6 million | 0.00% | -65,685 | 13F |
| UBS Group AG | 127,263 | 2.07% | $3.5 million | 0.00% | -174,699 | 13F |
| Gratia Capital, LLC | 100,458 | 1.63% | $2.8 million | 3.17% | -9,895 | 13F |
| Northern Trust Corp. | 75,185 | 1.22% | $2.1 million | 0.00% | +27,906 | 13F |
| Vanguard Fiduciary Trust Co. | 71,921 | 1.17% | $2.0 million | 0.00% | +24,661 | 13F |
| Vanguard Portfolio Management LLC | 69,231 | 1.13% | $1.9 million | 0.00% | -36,789 | 13F |
| Hudson Bay Capital Management LP | 61,985 | 1.01% | $1.7 million | 0.01% | -118,538 | 13F |
| Walleye Capital LLC | 58,335 | 0.95% | $1.6 million | 0.01% | +50,976 | 13F |
| Stoic Point Capital Management LLC | 56,945 | 0.93% | $1.6 million | 1.31% | +43,845 | 13F |
| Daiwa Securities Group Inc. | 55,200 | 0.90% | $1.5 million | 0.00% | no change | 13F |
| Barclays PLC | 52,407 | 0.85% | $1.4 million | 0.00% | +3,419 | 13F |
| Susquehanna Fundamental Investments, LLC | 47,910 | 0.78% | $1.3 million | 0.03% | new | 13F |
| Intrinsic Edge Capital Management LLC | 47,156 | 0.77% | $1.3 million | 0.16% | new | 13F |
| Fifth Third Bancorp | 39,688 | 0.65% | $1.1 million | 0.00% | -1,301 | 13F |
| ExodusPoint Capital Management, LP | 36,463 | 0.59% | $1.0 million | 0.01% | new | 13F |
| Susquehanna International Group, LLP | 30,755 | 0.50% | $845,763 | 0.00% | +18,213 | 13F |
| Charles Schwab Investment Management Inc. | 30,004 | 0.49% | $825,110 | 0.00% | +13,265 | 13F |
| Millennium Management LLC | 27,429 | 0.45% | $754,298 | 0.00% | new | 13F |
| Engineers Gate Manager LP | 25,208 | 0.41% | $693,220 | 0.01% | -888 | 13F |
| Quantinno Capital Management LP | 20,597 | 0.34% | $566,418 | 0.00% | +6,420 | 13F |
| Bank of New York Mellon Corp | 18,823 | 0.31% | $517,623 | 0.00% | +4,933 | 13F |
| Swiss National Bank | 17,700 | 0.29% | $486,750 | 0.00% | +6,500 | 13F |
| AQR Capital Management LLC | 16,772 | 0.27% | $461,231 | 0.00% | +1,014 | 13F |
| Wells Fargo & Company | 13,760 | 0.22% | $378,401 | 0.00% | +8,378 | 13F |
| Nuveen, LLC | 13,699 | 0.22% | $376,723 | 0.00% | +4,146 | 13F |
| AllianceBernstein L.P. | 9,400 | 0.15% | $334,828 | 0.00% | new | 13F |
| California State Teachers Retirement System | 8,855 | 0.14% | $243,513 | 0.00% | +3,351 | 13F |
| Rhumbline Advisers | 8,675 | 0.14% | $238,559 | 0.00% | +1,676 | 13F |
| Deutsche Bank AG | 7,950 | 0.13% | $218,626 | 0.00% | +1,994 | 13F |
| Bank of America Corp. | 7,896 | 0.13% | $217,140 | 0.00% | +1,339 | 13F |
| Vanguard Asset Management, Ltd | 7,656 | 0.12% | $210,540 | 0.00% | +3,819 | 13F |
| Legal & General Group Plc | 5,221 | 0.08% | $143,577 | 0.00% | +1,770 | 13F |
| MetLife Investment Management, LLC | 5,194 | 0.08% | $142,835 | 0.00% | +1,814 | 13F |
| Rockefeller Capital Management L.P. | 5,140 | 0.08% | $141,350 | 0.00% | +2,440 | 13F |
| Citigroup Inc. | 4,679 | 0.08% | $128,673 | 0.00% | -4,617 | 13F |
| Vanguard Global Advisers, LLC | 4,540 | 0.07% | $124,850 | 0.00% | -5,596 | 13F |
| Russell Investments Group, Ltd. | 4,160 | 0.07% | $114,400 | 0.00% | +3,546 | 13F |
| Royal Bank of Canada | 3,862 | 0.06% | $106,000 | 0.00% | +1,134 | 13F |
The 50 largest of the 89 funds that reported a position in BETR in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on BETR
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 95,900 | $2.6 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 38,500 | $1.1 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 16 October 2026 | 13G/A | Integrated Core Strategies (US) LLC and 7 others | 591,575 | 4.5% | 30 September 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 7 October 2026 | 13D/A | Steven Sarracino and 10 others | 1.3 million | 8.9% | 5 October 2026 | This Amendment No. 8 hereby amends and supplements Item 4 of the Schedule 13D by adding the following thereto: "Effective October 5, 2026, Mr. Sarracino was appointed to the board of directors of the Issuer (the "Board"). In his capacity as | EDGAR |
| 5 October 2026 | 13D/A | Garg Vishal and 3 others | 2.0 million | 13.7% | 5 October 2026 | Item 4 of the Schedule 13D is hereby amended and supplemented to include the following information: As previously disclosed, the Reporting Persons filed a consent solicitation statement on Schedule 14A with the Securities and Exchange Commi | EDGAR |
| 22 September 2026 | 13G | Integrated Core Strategies (US) LLC and 7 others | 730,265 | 5.5% | 16 September 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 25 August 2026 | 13D/A | Steven Sarracino and 10 others | 1.3 million | 8.9% | 25 August 2026 | This Amendment No. 7 hereby amends and supplements Item 4 of the Schedule 13D by adding the following thereto: "On August 17, 2026, Vishal Garg and affiliated entities (the "Garg Group") filed with the SEC a preliminary consent statement on | EDGAR |
| 19 August 2026 | 13D | Global Investment Ventures LLC and 1 other | 624,198 | 4.7% | 12 August 2026 | The Reporting Persons acquired the Shares for investment purposes. On August 13, 2026, Mr. Bobulinski, on behalf of GIV, executed a written consent of stockholder in lieu of a meeting consenting to the removal, without cause, of Harit Talwa | EDGAR |
| 18 August 2026 | 13D/A | Garg Vishal and 3 others | 2.0 million | 13.7% | 17 August 2026 | Item 4 of the Schedule 13D is hereby amended and supplemented to include the following information: On August 17, 2026, counsel to the Reporting Persons delivered signed written consents, which were believed to have constituted a majority o | EDGAR |
| 17 August 2026 | 13D/A | Garg Vishal and 3 others | 2.0 million | 13.7% | 12 August 2026 | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: The Reporting Persons have engaged, and expect to continue to engage, in discussions with members of the Issuer's Board and management, and certain stock | EDGAR |
| 17 August 2026 | 13D/A | Steven Sarracino and 10 others | 1.3 million | 8.9% | 16 August 2026 | This Amendment No. 6 hereby amends and supplements Item 4 by adding the following thereto: "On August 16, 2026, Mr. Sarracino on behalf of the Reporting Persons executed a written consent of stockholder in lieu of a meeting, pursuant to Sec | EDGAR |
| 14 August 2026 | 13G/A | Frontier Capital Management Co.,Llc and 1 other | 625,598 | 4.8% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13D/A | Steven Sarracino and 10 others | 1.3 million | 8.9% | 12 August 2026 | This Amendment No. 5 hereby amends and supplements Item 4 by adding the following thereto: "Mr. Sarracino, Mr. Vishal Garg, and Mr. Tony Bobulinski, each of whom is a beneficial owner of Shares, have engaged, and expect to continue to engag | EDGAR |
| 27 July 2026 | 13G | BlackRock, Inc. and 1 other | 679,789 | 5.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 June 2026 | 13D/A | Steven Sarracino and 11 others | 1.3 million | 9.0% | 22 June 2026 | EDGAR | |
| 29 May 2026 | 13D/A | Vishal Garg and 3 others | 2.0 million | 13.5% | 9 April 2026 | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following at the end of Item 4 under the heading "10b5-1 Trading Plan": On May 21, 2026, Mr. Garg terminated the Garg 2025 Trading Plan. On May 28, 2026, Mr. Garg e | EDGAR |
| 19 May 2026 | 13D/A | Novator Capital Sponsor Ltd. and 2 others | 958,202 | 7.3% | 9 May 2026 | Item 4 of the Schedule 13D is hereby amended and supplemented to include the following: Purchaser by Telco Holding Trust: Between May 7, 2026 and May 8, 2026, Telco Holding Trust purchased an aggregate of 298,756 shares of Class A Common St | EDGAR |
| 15 May 2026 | 13G/A | Frontier Capital Management Co.,Llc and 1 other | 793,934 | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 April 2026 | 13G | Framework Ventures IV L.P. and 11 others | 1.3 million | 12.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 23 March 2026 | 13D/A | Novator Capital Sponsor Ltd. and 1 other | 659,446 | 6.2% | 5 March 2026 | Item 4 of the Schedule 13D is hereby amended and supplemented to include the following: Transfer by NCL to NCSL: On March 5, 2026, NCL transferred 216,724 shares of Class A Common Stock of the Issuer to NCSL. Sales by NCSL: Between December | EDGAR |
| 17 February 2026 | 13G | Frontier Capital Management Co.,Llc and 1 other | 877,822 | 8.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Healthcare of Ontario Pension Plan Trust Fund and 1 other | 578,960 | 5.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 9 February 2026 | 13G/A | Orange Capital Ventures LP and 1 other | 587,490 | 5.8% | 21 October 2025 | passive, under 20% (13d-1(c)) | EDGAR |
| 30 January 2026 | 13G | The Vanguard Group and 1 other | 509,253 | 5.2% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 29 December 2025 | 13D/A | Vishal Garg and 3 others | 1.9 million | 16.0% | 22 December 2025 | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following at the end of Item 4: 10b5-1 Trading Plan On December 22, 2025, Vishal Garg entered into a trading plan (the "Garg 2025 Trading Plan") intended to satisfy | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 3,230 | $13.85 | SEC |
| 28 August 2026 | 3,579 | $14.59 | SEC |
| 27 August 2026 | 1,946 | $13.41 | SEC |
| 26 August 2026 | 35,212 | $12.30 | SEC |
| 25 August 2026 | 23,923 | $11.73 | SEC |
| 24 August 2026 | 27,129 | $11.68 | SEC |
| 21 August 2026 | 2,268 | $11.60 | SEC |
| 19 August 2026 | 15,680 | $13.05 | SEC |
| 14 August 2026 | 618 | $15.00 | SEC |
| 13 August 2026 | 2,983 | $14.84 | SEC |
| 12 August 2026 | 100 | $15.53 | SEC |
| 11 August 2026 | 17,518 | $18.05 | SEC |
| 10 August 2026 | 48,088 | $15.46 | SEC |
| 7 August 2026 | 37,069 | $16.64 | SEC |
| 6 August 2026 | 44,580 | $17.74 | SEC |
| 5 August 2026 | 286,929 | $17.27 | SEC |
| 4 August 2026 | 7,131 | $27.30 | SEC |
| 3 August 2026 | 56 | $23.50 | SEC |
| 31 July 2026 | 657 | $21.28 | SEC |
| 29 July 2026 | 1,137 | $22.44 | SEC |
| 27 July 2026 | 142 | $21.81 | SEC |
| 24 July 2026 | 142 | $21.80 | SEC |
| 23 July 2026 | 53 | $23.23 | SEC |
| 21 July 2026 | 81 | $22.99 | SEC |
| 20 July 2026 | 37,300 | $23.42 | SEC |
| 17 July 2026 | 38 | $22.65 | SEC |
| 15 July 2026 | 953 | $24.56 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.