13F Filings History of SVB FINANCIAL GROUP
- Form 13F summary
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- SVB FINANCIAL GROUP Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- SVB FINANCIAL GROUP reported 1 equity holding with a total reported market value of $434,200 for Q3 2024.
- Manager signature
- Richard Katz - Chief Executive Officer
- Manager location
- Dallas, TX
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2024
Latest value
$434,200
Quarter delta
+$434,200
Accepted
12 Nov 2024, 14:54
Rows shown
1-12 of 12
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 10 Nov 2025, 15:00 | |
| Q2 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 12 Aug 2025, 13:16 | |
| Q1 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 12 May 2025, 06:15 | |
| Q4 2024 | 0 | $0 | $0 | -$434,200 | -$434,200 | 13F-HR | 07 Feb 2025, 06:31 | |
| Q3 2024 | 1 | $434,200 | $0 | -$123,688,029 | -$123,688,029 | COIN | 13F-HR | 12 Nov 2024, 14:54 |
| Q2 2024 | 11 | $142,442,647 | $0 | -$13,204,880 | -$13,204,880 | COIN, ROOT, OKTA, AXSM, OBIO | 13F-HR | 13 Aug 2024, 19:34 |
| Q1 2024 | 13 | $181,367,086 | +$13,577,177 | -$33,634,811 | -$20,057,634 | COIN, ROOT, HOOD, OKTA, AXSM | 13F-HR | 14 May 2024, 07:31 |
| Q4 2023 | 13 | $112,823,128 | +$21,967,778 | -$4,393,644 | +$17,574,134 | COIN, ROOT, OKTA, AXSM, OBIO | 13F-HR | 14 Feb 2024, 11:17 |
| Q3 2023 | 21 | $53,161,237 | +$1,295 | -$2,807,306 | -$2,806,011 | COIN, ROOT, OKTA, AXSM, GPCR | 13F-HR | 14 Nov 2023, 16:05 |
| Q2 2023 | 24 | $52,909,987 | +$259,085 | -$6,151,732 | -$5,892,647 | COIN, ROOT, OKTA, AXSM, GPCR | 13F-HR | 11 Aug 2023, 16:06 |
| Q1 2023 | 28 | $52,271,760 | +$4,589,099 | -$3,889,929 | +$699,170 | COIN, OKTA, ROOT, OBIO, AXSM | 13F-HR | 15 May 2023, 08:00 |
| Q4 2022 | 30 | $36,563,549 | $0 | $0 | $0 | COIN, OKTA, ROOT, AXSM, FROG | 13F-HR | 14 Feb 2023, 06:30 |