Starboard Value LP — RIOT PLATFORMS INC RIOT: Quarterly 13F Position History
Starboard Value LP has reported RIOT PLATFORMS INC (RIOT) on 6 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2024. As of Q1 2026, the position is sized at 15,544,576 shares ($192.1M market value, 4.21% of the equity book). Quarter-over-quarter share count change: + 2,800,000 (+22.0%) .
- 15,544,576Shares Held (Latest Filing)
- $192.1MReported Market Value (Latest Filing)
- 4.21%Portfolio Weight (% of 13F Equity Book)
- +2,800,000Quarter-over-Quarter Share Change
- +$30.7MQuarter-over-Quarter Value Change
- 15,544,576Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 15,544,576 | +2,800,000 | +22.0% | $192.1M | 4.21% | $12.36 |
| Q4 2025 | 12,744,576 | +3,926,576 | +44.5% | $161.5M | 3.06% | $12.67 |
| Q3 2025 | 8,818,000 | +4,141,100 | +88.5% | $167.8M | 3.16% | $19.03 |
| Q2 2025 | 4,676,900 | 8,023,100 | -63.2% | $52.8M | 0.92% | $11.30 |
| Q1 2025 | 12,700,000 | 4,035 | -0.0% | $90.4M | 1.64% | $7.12 |
| Q4 2024 | 12,704,035 | — | — | $129.7M | 2.35% | $10.21 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Starboard Value LP first disclose a RIOT position in 13F-HR filings?
Starboard Value LP first reported RIOT PLATFORMS INC (RIOT) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Starboard Value LP's most recent quarter-over-quarter share-count change in RIOT?
Between Q4 2025 and Q1 2026, Starboard Value LP added 2,800,000 shares of RIOT (+22.0%), bringing the total reported position to 15,544,576 shares at a market value of $192.1M.
Does the implied price-per-share represent Starboard Value LP's cost basis in RIOT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.