MARA Holdings (MARA) is up 8.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is Bitcoin’s sharp rebound, which tends to amplify moves in highly crypto-sensitive miners like MARA. There does not appear to be a major new company filing or press release today, so the rally also looks tied to improving sentiment around MARA’s large Bitcoin exposure, its expanding power-and-infrastructure strategy, and a fresh analyst target increase.
Details:
Sources:
MARA Investor Relations, SEC, Stock Analysis
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 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 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 5 sales selling 137,525 shares for an estimated $1,596,390.
- SALMAN HASSAN KHAN (Chief Financial Officer) has made 0 purchases and 5 sales selling 80,000 shares for an estimated $928,640.
- ZABI NOWAID (General Counsel) has made 0 purchases and 5 sales selling 74,092 shares for an estimated $904,854.
- 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 233 institutional investors add shares of $MARA stock to their portfolio, and 231 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 8,871,889 shares (+589.8%) to their portfolio in Q2 2026, for an estimated $123,230,538
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,727,923 shares (+inf%) to their portfolio in Q2 2026, for an estimated $65,670,850
- 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
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added 3,354,830 shares (+inf%) to their portfolio in Q2 2026, for an estimated $46,598,588
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,316,943 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $46,072,338
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 5 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
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.
