Company facts
- Headquarters
- Menlo Park, California
- Most recent report
- 8-K/A, filed Oct 28, 2026
- Incorporated
- Delaware
- Filings on record
- 1,002+ filings
- On EDGAR
- CIK 1783879
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 19
News 8 of 56
Prospectuses and Registrations 4
Proxies 8
- DEFA14A Extra proxy material Apr 22, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 22, 2026
- DEFA14A Extra proxy material Apr 25, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 25, 2025
- DEFA14A Extra proxy material Apr 26, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 26, 2024
- DEFA14A Extra proxy material Apr 28, 2023
- DEF 14A Proxy statement for a shareholder vote Apr 28, 2023
Ownership 8 of 897
- 4 Insider reported a trade Nov 5, 2026
- 4 Insider reported a trade Nov 4, 2026
- 144 Notice of a proposed sale of restricted stock Nov 2, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Nov 2, 2026
- SCHEDULE 13G Large holder reported a passive stake Nov 2, 2026
- 4 Insider reported a trade Oct 30, 2026
- 4 Insider reported a trade Oct 29, 2026
- 4 Insider reported a trade Oct 27, 2026
Other 8 of 18
- 40-APP/A Amended filing Oct 28, 2026
- 40-6B Jul 16, 2026
- 40-APP Jul 14, 2026
- ARS Annual report sent to shareholders Apr 22, 2026
- ARS Annual report sent to shareholders Apr 25, 2025
- UPLOAD Comment letter from SEC staff Feb 11, 2025
- CORRESP Reply to SEC staff Feb 7, 2025
- UPLOAD Comment letter from SEC staff Feb 5, 2025
What to read: Sep 2026 10-Q
SECSift found 3 of 20 sections worth reading, with 1 positive, 10 notable, and 5 negative flags.
NOTES TO THE CONDENSED CONSOLIDATED FINANCIAL STATEMENTS
Dense with acquisitions, deconsolidations, convertible debt, credit card growth, and litigation.Notable- Trump Accounts launched July 4, 2026; Robinhood is broker and sole initial trustee.
- Acquired WonderFi for $178M in June 2026, adding $119M goodwill and $50M intangibles.
- Recognized $106M gain on deconsolidation of RVI in Q3 2026; retained interest now at $361M.
- Issued $2.2B zero-coupon convertible notes due 2029; used $290M to buy back 2.7M shares.
- New $1.5B share repurchase program approved March 2026; $399M spent in nine months.
Item 2
Full MD&A with detailed revenue, expense, and liquidity data for Q3 2026.NotableRisk Factors (Item 1A)
Dense company-specific risks: PFOF regulation, event-contract litigation, crypto security status, new business lines.NotableNegative- New business lines (underwriting, Trump Accounts, agentic AI, perpetual futures) introduce unproven regulatory, operational, and reputational risks.
- SEC rule changes (tick size, odd-lot reporting) expected to shrink spreads and reduce PFOF revenue, a core income source.
- Multiple states have sued to block event contracts; Robinhood agreed to cease sports contracts in Michigan. Outcome uncertain.
What changed: Sep 2026 vs. Jun 2026
About 9% of HOOD's Sep 2026 10-Q is new information. 92 paragraphs were added, 341 changed, and 62 removed. Below are the most important lines SECSift identified.
New
Changed
- Long-term borrowings rose to $2.7B from $2.2B; added $500M Series 2026-1 asset-backed notes.
- Accrued contingencies increased to $96 million from $89 million as of September 30, 2026 vs June 30, 2026.
- Goodwill decreased to $515 million from $516 million as of September 30, 2026 vs June 30, 2026.
- Net intangible assets decreased to $231 million from $246 million as of September 30, 2026 vs June 30, 2026.
- Net income for the quarter ended September 30, 2025 rose to $1,278 million from $722 million in the prior quarter.
- Share repurchases for the quarter ended September 30, 2025 rose to $553 million from $446 million, with 11 million shares retired versus 10 million.
- Share-based compensation for the quarter ended September 30, 2025 rose to $246 million from $162 million.
- Net Deposits now include Trump Account contributions and seed funding from Treasury starting July 2026.
- Reduction in force completed in September 2026, not just announced in June 2026; now says 'completed a previously announced reduction in force' and adds 'in September 2026'.
- SEC proposed Regulation Crypto Assets on August 18, 2026; proposed amendments to transfer agent rules on September 1, 2026; proposed new crypto custody rules on October 1, 2026; CFTC proposed rules on October 5 and 9, 2026.
- Senate failed to advance the Digital Asset Market Clarity Act on September 15, 2026; SEC issued temporary innovation exemption on September 17, 2026; Michigan event contracts ceased by September 9, 2026.
- Share count changed: Class A rose to 793,425,151 from 790,630,234; Class B fell to 107,066,126 from 108,452,039.
- Table number rose to 72 from 71.
- The prior quarter had a footnote (3) about a private repurchase; it is removed this quarter.
- Total Platform Assets now also include total value locked in Robinhood Earn, and exclude Robinhood Non-custodial Wallet assets.
- Total Platform Assets now include Trump Account assets custodied by Robinhood starting July 2026.
Removed
- No Capped Call purchases in the current quarter; prior quarter had $93 million.
- No Employee Share Purchase Plan issuance in the current quarter; prior quarter had $17 million.
- No deconsolidation of RVI in the current quarter; prior quarter had a $318 million reduction.
- No stock repurchases in the current quarter; prior quarter had $416 million in repurchases.
- Exhibits 4.3, 4.4, and 10.1 (indenture, note form, capped calls) were removed from the exhibit list.
Everything here comes from Robinhood Markets, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.