MARA Holdings (MARA) is down 3.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is continued pressure from MARA’s second-quarter results, which were released on August 6, 2026 and showed a sharp year-over-year revenue decline along with a large quarterly loss. This could also reflect investor caution after the company disclosed sizable bitcoin sales and a much smaller bitcoin position than it held at the end of 2025, even as it continues to fund growth and manage debt.
Details:
Sources:
MARA, U.S. Securities and Exchange Commission
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$MARA Insider Trading Activity
$MARA insiders have traded $MARA stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.
Here’s a breakdown of recent trading of $MARA stock by insiders over the last 6 months:
- FREDERICK G THIEL (Chief Executive Officer) has made 0 purchases and 6 sales selling 165,030 shares for an estimated $1,806,253.
- SALMAN HASSAN KHAN (Chief Financial Officer) has made 0 purchases and 6 sales selling 96,000 shares for an estimated $1,050,720.
- ZABI NOWAID (General Counsel) has made 0 purchases and 4 sales selling 65,716 shares for an estimated $804,342.
- DOUGLAS K MELLINGER sold 7,000 shares for an estimated $112,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MARA Hedge Fund Activity
We have seen 211 institutional investors add shares of $MARA stock to their portfolio, and 217 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DIMENSIONAL FUND ADVISORS LP added 4,408,902 shares (+4229.1%) to their portfolio in Q2 2026, for an estimated $61,239,648
- NORGES BANK removed 4,397,792 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $61,085,330
- BLACKROCK, INC. added 4,320,342 shares (+7.2%) to their portfolio in Q2 2026, for an estimated $60,009,550
- HRT FINANCIAL LP added 3,679,439 shares (+inf%) to their portfolio in Q1 2026, for an estimated $30,024,222
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,316,943 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $46,072,338
- CAPITAL WORLD INVESTORS removed 2,954,764 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $24,110,874
- SEGALL BRYANT & HAMILL, LLC added 2,756,177 shares (+inf%) to their portfolio in Q2 2026, for an estimated $38,283,298
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MARA Price Targets
Multiple analysts have issued price targets for $MARA recently. We have seen 7 analysts offer price targets for $MARA in the last 6 months, with a median target of $15.0.
Here are some recent targets:
- Stephen Byrd from Morgan Stanley set a target price of $5.5 on 07/08/2026
- Greg P. Miller from Citizens set a target price of $24.0 on 06/24/2026
- Gregory Lewis from BTIG set a target price of $27.0 on 06/01/2026
- Chris Brendler from Rosenblatt set a target price of $15.0 on 05/01/2026
- Brett Knoblauch from Cantor Fitzgerald set a target price of $10.0 on 04/09/2026
- Brian Dobson from Clear Street set a target price of $9.0 on 03/04/2026
- Paul Golding from Macquarie set a target price of $26.0 on 03/04/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.