Daniel S Loeb - Net Worth and Insider Trading

Daniel S Loeb Net Worth

The estimated net worth of Daniel S Loeb is at least $1.8 Billion dollars as of 2024-12-25. Daniel S Loeb is the of Upstart Holdings Inc and owns about 8,100,000 shares of Upstart Holdings Inc (UPST) stock worth over $555 Million. Daniel S Loeb is the Director, 10% Owner of Enphase Energy Inc and owns about 6,672,671 shares of Enphase Energy Inc (ENPH) stock worth over $489 Million. Daniel S Loeb is also the Director of Altaba Inc and owns about 20,600,000 shares of Altaba Inc (AABA) stock worth over $404 Million. Besides these, Daniel S Loeb also holds Kadmon Holdings Inc (KDMN) , Radius Global Infrastructure Inc (RADI) , Green Brick Partners Inc (GRBK) , Apigee Corp (APIC) , FinTech Acquisition Corp V (FTCV) , SiriusPoint Ltd (SPNT) , SentinelOne Inc (S) . Details can be seen in Daniel S Loeb's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Daniel S Loeb has not made any transactions after 2022-06-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Daniel S Loeb

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Daniel S Loeb Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Daniel S Loeb owns 18 companies in total, including Far Point Acquisition Corp (FPAC.U) , Sothebys (BID) , and Baxter International Inc (BAX) among others .

Click here to see the complete history of Daniel S Loeb’s form 4 insider trades.

Insider Ownership Summary of Daniel S Loeb

Ticker Comapny Transaction Date Type of Owner
FPAC.U Far Point Acquisition Corp 2020-08-28 10 percent owner
BID Sothebys 2019-10-03 director & 10 percent owner & other: See Remarks
BAX Baxter International Inc 2015-09-29 director
LIMIT LIMIT 2023-05-22 director
LIMIT LIMIT 2018-06-26 director & 10 percent owner
LIMIT LIMIT 2017-03-13 10 percent owner
LIMIT LIMIT 2016-11-10 10 percent owner
LIMIT LIMIT 2014-08-19 director & 10 percent owner & other: See Remarks
LIMIT LIMIT 2013-07-22 director
LIMIT LIMIT 2007-06-27 10 percent owner
LIMIT LIMIT 2006-11-03 other: See Remarks Below
LIMIT LIMIT 2005-12-08 director
LIMIT LIMIT 2022-06-16 10 percent owner
LIMIT LIMIT 2021-12-03 10 percent owner & other: See Footnote (1)
LIMIT LIMIT 2021-03-03 10 percent owner
LIMIT LIMIT 2021-11-15 10 percent owner
LIMIT LIMIT 2021-08-04 10 percent owner & other: See Explanation of Responses.
LIMIT LIMIT 2021-03-24 10 percent owner

Daniel S Loeb Latest Holdings Summary

Daniel S Loeb currently owns a total of 10 stocks. Among these stocks, Daniel S Loeb owns 8,100,000 shares of Upstart Holdings Inc (UPST) as of December 3, 2021, with a value of $555 Million and a weighting of 31.17%. Daniel S Loeb owns 6,672,671 shares of Enphase Energy Inc (ENPH) as of August 19, 2014, with a value of $489 Million and a weighting of 27.47%. Daniel S Loeb also owns 20,600,000 shares of Altaba Inc (AABA) as of July 22, 2013, with a value of $404 Million and a weighting of 22.71%. The other 7 stocks Kadmon Holdings Inc (KDMN) , Radius Global Infrastructure Inc (RADI) , Green Brick Partners Inc (GRBK) , Apigee Corp (APIC) , FinTech Acquisition Corp V (FTCV) , SiriusPoint Ltd (SPNT) , SentinelOne Inc (S) have a combined weighting of 18.65% among all his current holdings.

Latest Holdings of Daniel S Loeb

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UPST Upstart Holdings Inc 2021-12-03 8,100,000 68.51 554,931,000
ENPH Enphase Energy Inc 2014-08-19 6,672,671 73.28 488,973,331
AABA Altaba Inc 2013-07-22 20,600,000 19.63 404,378,000
KDMN Kadmon Holdings Inc 2017-03-13 9,407,745 9.50 89,373,578
RADI Radius Global Infrastructure Inc 2021-03-03 4,495,473 15.00 67,432,095
GRBK Green Brick Partners Inc 2018-06-26 1,071,034 57.69 61,787,951
APIC Apigee Corp 2015-04-29 3,166,551 17.38 55,018,824
FTCV FinTech Acquisition Corp V 2021-11-15 2,511,225 10.06 25,262,924
SPNT SiriusPoint Ltd 2018-09-18 1,295,313 13.98 18,108,476
S SentinelOne Inc 2022-06-16 659,939 22.69 14,974,016

Holding Weightings of Daniel S Loeb


Daniel S Loeb Form 4 Trading Tracker

According to the SEC Form 4 filings, Daniel S Loeb has made a total of 7 transactions in Upstart Holdings Inc (UPST) over the past 5 years, including 1 buys and 6 sells. The most-recent trade in Upstart Holdings Inc is the sale of 395,000 shares on December 3, 2021, which brought Daniel S Loeb around $70 Million.

According to the SEC Form 4 filings, Daniel S Loeb has made a total of 0 transactions in Enphase Energy Inc (ENPH) over the past 5 years. The most-recent trade in Enphase Energy Inc is the sale of 1,281,360 shares on August 19, 2014, which brought Daniel S Loeb around $13 Million.

According to the SEC Form 4 filings, Daniel S Loeb has made a total of 0 transactions in Altaba Inc (AABA) over the past 5 years. The most-recent trade in Altaba Inc is the sale of 41,400,000 shares on July 22, 2013, which brought Daniel S Loeb around $1.2 Billion.

More details on Daniel S Loeb's insider transactions can be found in the Insider Trading History of Daniel S Loeb table.

Insider Trading History of Daniel S Loeb

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Daniel S Loeb Trading Performance

GuruFocus tracks the stock performance after each of Daniel S Loeb's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Daniel S Loeb is -14.94%. GuruFocus also compares Daniel S Loeb's trading performance to market benchmark return within the same time period. The performance of stocks bought by Daniel S Loeb within 3 months outperforms 4 times out of 19 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Daniel S Loeb's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Daniel S Loeb

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

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3 out of 19 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -7 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -7.48 LIMIT LIMIT LIMIT LIMIT LIMIT

Daniel S Loeb Ownership Network

Ownership Network List of Daniel S Loeb

No Data

Ownership Network Relation of Daniel S Loeb

Insider Network Chart

Daniel S Loeb Owned Company Details

What does Far Point Acquisition Corp do?

Who are the key executives at Far Point Acquisition Corp?

Daniel S Loeb is the 10 percent owner of Far Point Acquisition Corp. Other key executives at Far Point Acquisition Corp include 10 percent owner Third Point Llc , 10 percent owner Far Point Llc , and director & Chief Financial Officer David Bonanno .

Far Point Acquisition Corp (FPAC.U) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Far Point Acquisition Corp (FPAC.U) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Far Point Acquisition Corp (FPAC.U) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Far Point Acquisition Corp (FPAC.U)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Far Point Acquisition Corp Insider Transactions

No Available Data

Daniel S Loeb Mailing Address

Above is the net worth, insider trading, and ownership report for Daniel S Loeb. You might contact Daniel S Loeb via mailing address: Third Point Llc, 390 Park Avenue, New York Ny 10022.

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