Stocks/BRR

BRR

ProCap Financial, Inc.
Financial Services·Asset Management - Cryptocurrency
$2.15
$195M market cap
Revenue
$0.0M
Free Cash Flow
$-3.4M
Rev Growth
+0.0%
FCF Margin
-344100.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

ProCap Financial, Inc. operates as a bitcoin-native financial services company. The company is based in New York, New York.

2-Year Price History

$1.64-84.1%
$2.0$4.0$6.0$8.0$10volJul 25Sep 25Oct 25Dec 25Feb 26Mar 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.0-106.4-7.6-107.8-3.3-3.4-0.226.092.782.9-15.8%-96.7x--

Valuation & Metrics

Market Stats

Price$2.15
Market Cap$195M
Enterprise Value$261M
P/S Ratio194733.1x
P/FCF--
EV/FCF--
FCF Margin (TTM)-344100.0%
FCF Yield-1.8%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$-107.8M
Free Cash Flow$-3.4M

Revenue Growth (YoY)+0.0%
EBITDA Margin-10637600.0%
Net Margin-10775900.0%
FCF Margin-344100.0%
CapEx % of Revenue15500.0%
SBC % of Revenue354000.0%
ROIC-15.8%
WC Change % Rev0.0%
Interest Coverage-96.7x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares2.1M
Days to Cover3.7
Change (vs Prior)-0.1%
Need at least 2 settlement dates for chart

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
41.7%(-20.3% YoY)
47 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
4.8%(+4.6% YoY)
7 filers
Vanguard, iShares, SPDR
Market makers
4.9%(-12.3% YoY)
2 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
CORRECT CAPITAL WEALTH MANAGEMENT$7.9M$2.11+$7.9M+$7.9M-17.6%$536M
STEADFAST CAPITAL MANAGEMENT LP$7.7M$3.53−$1.2M+$7.7M+1.0%$2.65B
JANE STREET GROUP, LLCMM$7.1M$3.53−$5.8M+$7.1M-0.1%$92.10B
LMR Partners LLP$6.5M$3.49+$194K+$6.5M-2.0%$8.84B
Magnetar Financial LLC$6.4M$3.53+$0+$6.4M-0.8%$9.54B
Hunting Hill Global Capital, LLC$4.3M$3.43+$292K+$4.3M-1.8%$83.8M
CITADEL ADVISORS LLC$3.4M$2.42+$2.7M+$3.4M-0.4%$138.22B
K2 PRINCIPAL FUND, L.P.$3.3M$2.11+$3.3M+$3.3M+1.8%$634M
CSS LLC/IL$3.3M$3.53+$0+$3.3M+2.3%$794M
UBS Group AG$3.0M$2.61+$1.9M+$3.0M-0.3%$562.11B
Brevan Howard Capital Management LP$3.0M$2.11+$3.0M+$3.0M-0.9%$9.34B
Weiss Asset Management LP$2.9M$3.39+$293K+$2.9M+2.8%$4.24B
Alyeska Investment Group, L.P.$2.6M$2.11+$2.6M+$2.6M-0.5%$35.33B
Arrington Capital Management, LLC$2.6M$3.53+$0+$2.6M-10.5%$88.1M
BlackRock, Inc.Passive$2.3M$2.11+$2.3M+$2.3M-0.2%$5.69T
GEODE CAPITAL MANAGEMENT, LLCPassive$1.9M$2.20+$1.8M+$1.9M+2.3%$1.61T
VANGUARD CAPITAL MANAGEMENT LLCPassive$1.7M$2.11+$1.7M+$1.7M$4.04T
Galaxy Digital Inc.$1.3M$2.11+$1.3M+$1.3M$636M
Anson Funds Management LP$861K$3.53−$4.3M+$861K-2.1%$758M
TORONTO DOMINION BANK$844K$2.29+$739K+$844K-0.3%$51.72B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BEARISH
Holders
-3.16%
avg per quarter
Holders (ex-self)
-3.09%
excl. this stock
Buyers (this Q)
-6.30%
27 buyers · $0.03B in
Sellers (this Q)
-1.07%
11 sellers · $0.04B out
alpha coverage: 95% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-22.4%
how holders react when this stock falls
On quiet Qs
-8.5%
−10% to +10% baseline
On rallies (+10%+)
-17.2%
how they react when this stock rises
Holders' portfolio flow this Q
+2.2%
inflows — adds are organic
Sellers' portfolio flow this Q
-2.8%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-8.9%
Holder mid (any stock)
-8.5%
Holder rally (any stock)
-17.2%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

05.2M10.5M15.7M21.0M$2.11$2.46$2.82$3.17$3.532025-122026-03
hover the chart for per-quarter detailprice (right axis)
STEADFAST CAPITAL MANAGEMENT LP3.6MMagnetar Financial LLC3.1MLMR Partners LLP3.1MAnson Funds Management LP408KCORRECT CAPITAL WEALTH MANAGEMENT3.8MHunting Hill Global Capital, LLC2.0MCSS LLC/IL1.5MPolar Asset Management Partners Inc.101KArrington Capital Management, LLC1.3MWeiss Asset Management LP1.4MBARCLAYS PLC

Corporate

Order Flow (FINRA, ~3w lag)

34.9%retail+7.4pp
12.0%dark+3.0pp
week of 2026-04-13
0%10%20%30%40%50%60%25-0825-0925-1125-1226-0226-0426-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Columbus Circle Capital Corp I: A High-Octane Bitcoin Bet Encumbered by Related-Party Conflicts and Extreme Structural Dilution

Overall Risk
8/10
Fraud
3/10
Dilution
9/10
Insolvency
8/10
Earnings Overstated
2/10
Hidden Liabilities
7/10
Legal
4/10
Audit Warnings
9/10
Hidden Upside
5/10
Contextually Acceptable
4/10