Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

BROS

Dutch Bros Inc.Consumer CyclicalMkt Cap $9.0B

Distillfolio Position

2026-08-25

Short #8

Score −0.3350

Weight 4.8%

2026-05-26 → 2026-08-24

Analyst

Insider

BullishBearish

1 month

-20.9%

2 months

-22.0%

3 months

-3.0%

13F · Hedge Fund

2026-03-31 → 2026-06-30 · top 5 of 29 funds

MILLENNIUM MANAGEMENT LLC
$163.8M → $5.6M
-$158.3M
Point72 Asset Management, L.P.
$140.7M → $23.6M
-$117.1M
BALYASNY ASSET MANAGEMENT L.P.
$73.6M → $9.3M
-$64.2M
CITADEL ADVISORS LLC
$101.7M → $158.8M
+$57.1M
Woodline Partners LP
$56.0M → $3.6M
-$52.4M

13F · Asset Manager

2026-03-31 → 2026-06-30 · top 5 of 52 managers

FMR LLC
$484.6M → $1.2B
+$716.3M
BlackRock, Inc.
$703.1M → $1.1B
+$349.9M
WELLINGTON MANAGEMENT GROUP LLP
$113.5M → $222.0M
+$108.5M
1832 Asset Management L.P.
$52.2M → $144.5M
+$92.3M
AMERICAN CENTURY COMPANIES INC
$67.2M → $123.2M
+$56.0M

13F · Other Institutional

2026-03-31 → 2026-06-30 · top 5 of 38 institutions

UBS Group AG
Bank
$203.9M → $81.5M
-$122.4M
STATE STREET CORP
Bank
$191.5M → $276.6M
+$85.1M
NORGES BANK
Bank
$0.0M → $73.8M
+$73.8M
JANE STREET GROUP, LLC
Other
$12.2M → $85.2M
+$73.0M
GOLDMAN SACHS GROUP INC
Bank
$85.7M → $142.9M
+$57.2M

Analyst Ratings

2026-08-06 · 60d ·7 Bullish0 Bearish0 Neutral

Bullish
Stephens & Co.
2026-08-06
Overweight
Bullish
RBC Capital
2026-08-06
Outperform
Bullish
DA Davidson
2026-08-06
Buy
Bullish
Telsey Advisory Group
2026-07-31
Outperform
Bullish
Morgan Stanley
2026-07-16
Overweight

Price Momentum

2025-08-22 → 2026-08-24

1 month
from 2026-07-27
-20.9%
3 months
from 2026-05-26
-3.0%
6 months
from 2026-02-24
+5.6%
9 months
from 2025-11-20
+2.1%
12 months
from 2025-08-22
-20.7%

Short Interest

2026-05-29 → 2026-07-31 · 5 periods

2026-07-31
13.78M shares short
5.93d
+1.22d
2026-07-15
14.05M shares short
4.71d
+0.69d
2026-06-30
14.30M shares short
4.02d
-0.30d
2026-06-15
16.09M shares short
4.32d
-0.74d
2026-05-29
18.02M shares short
5.06d

Insider Transactions

2026-08-13 · 5 most recent transactions

BuyDir
Penegor Todd Allan
2026-08-13
$103K
Sell10% Owner
Dm Trust Aggregator, Llc
2026-06-11
$30.8M
SellOfficer
Boersma Travis
2026-06-11
$47.3M
Sell10% Owner
Dm Individual Aggregator, Llc
2026-06-11
$16.5M
Sell10% Owner
Dm Trust Aggregator, Llc
2026-06-10
$29.5M

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF