organization · Reporting owner
Tiger Global PIP Management X, Ltd.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEALTHFRONT CORPWLTH · Entity 4762 | 10% owner | December 15, 2025 | December 16, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WEALTHFRONT CORP
Report date December 15, 2025 · Filed December 16, 2025
Jointly reported with TIGER GLOBAL MANAGEMENT LLC, Tiger Global Private Investment Partners X, L.P., Tiger Global PIP Performance X, L.P., Coleman Charles P III
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, $0.0001 par value per share ("Common Stock")SEC Table I · non-derivative | IndirectSee footnotes | 18,332,547 |
Reported balance
After 2025-12-15 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-12-15 · Conversion · Acquired 14,359,800 · Balance 18,332,547 F1: The Series G Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F2: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. |
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 15,156,877 |
Last balance in matching sequence
After 2025-12-15 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2025-12-15 · Conversion · Acquired 3,829,242 · Balance 22,161,789 F4: The Series G-1 Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G-1 Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F2: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. Row 3 · 2025-12-15 · Sale · Disposed 7,004,912 · Balance 15,156,877 F5: Represents shares sold as a selling stockholder in the Issuer's initial public offering. F2: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. |
| Series G Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2025-12-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-15 · Conversion · Disposed 14,359,800 · Balance 0 F1: The Series G Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F2: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. |
| Series G-1 Preferred StockSEC Table II · derivative / convertible security | IndirectSee footnotes | 0 |
Reported balance
After 2025-12-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-12-15 · Conversion · Disposed 3,829,242 · Balance 0 F4: The Series G-1 Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G-1 Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F2: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: The Series G Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering.
F2: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III.
F3: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended.
F4: The Series G-1 Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G-1 Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering.
F5: Represents shares sold as a selling stockholder in the Issuer's initial public offering.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 16, 2025 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries G-1 Preferred Stock · Derivative | 3,829,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000902664-25-005306 · ownership.xml · derivative · entry 5 TIGER GLOBAL MANAGEMENT LLC · CIK 0001167483 · 10% owner Tiger Global Private Investment Partners X, L.P. · CIK 0001659414 · 10% owner Tiger Global PIP Performance X, L.P. · CIK 0001659401 · 10% owner Tiger Global PIP Management X, Ltd. · CIK 0001659400 · 10% owner Coleman Charles P III · CIK 0001307150 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 0 Underlying: Common Stock · 3,829,242 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: The Series G-1 Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G-1 Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F4 · derivative.exercise_date: The Series G-1 Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G-1 Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F4 · derivative.expiration_date: The Series G-1 Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G-1 Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3 · ownership.nature: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionSeries G Preferred Stock · Derivative | 14,359,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000902664-25-005306 · ownership.xml · derivative · entry 4 TIGER GLOBAL MANAGEMENT LLC · CIK 0001167483 · 10% owner Tiger Global Private Investment Partners X, L.P. · CIK 0001659414 · 10% owner Tiger Global PIP Performance X, L.P. · CIK 0001659401 · 10% owner Tiger Global PIP Management X, Ltd. · CIK 0001659400 · 10% owner Coleman Charles P III · CIK 0001307150 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 0 Underlying: Common Stock · 14,359,800 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Series G Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.exercise_date: The Series G Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F1 · derivative.expiration_date: The Series G Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3 · ownership.nature: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | SaleCommon Stock | 7,004,912 | $14.00 | $98,068,768.00 |
DisclosureSEC source: 0000902664-25-005306 · ownership.xml · nonDerivative · entry 3 TIGER GLOBAL MANAGEMENT LLC · CIK 0001167483 · 10% owner Tiger Global Private Investment Partners X, L.P. · CIK 0001659414 · 10% owner Tiger Global PIP Performance X, L.P. · CIK 0001659401 · 10% owner Tiger Global PIP Management X, Ltd. · CIK 0001659400 · 10% owner Coleman Charles P III · CIK 0001307150 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 15,156,877 F5 · kind: Represents shares sold as a selling stockholder in the Issuer's initial public offering. F2 · ownership.nature: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3 · ownership.nature: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionCommon Stock | 3,829,242 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000902664-25-005306 · ownership.xml · nonDerivative · entry 2 TIGER GLOBAL MANAGEMENT LLC · CIK 0001167483 · 10% owner Tiger Global Private Investment Partners X, L.P. · CIK 0001659414 · 10% owner Tiger Global PIP Performance X, L.P. · CIK 0001659401 · 10% owner Tiger Global PIP Management X, Ltd. · CIK 0001659400 · 10% owner Coleman Charles P III · CIK 0001307150 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 22,161,789 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The Series G-1 Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G-1 Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3 · ownership.nature: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 21:05 UTC | WEALTHFRONT CORP WLTH · Entity 4762 | ConversionCommon stock, $0.0001 par value per share ("Common Stock") | 14,359,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000902664-25-005306 · ownership.xml · nonDerivative · entry 1 TIGER GLOBAL MANAGEMENT LLC · CIK 0001167483 · 10% owner Tiger Global Private Investment Partners X, L.P. · CIK 0001659414 · 10% owner Tiger Global PIP Performance X, L.P. · CIK 0001659401 · 10% owner Tiger Global PIP Management X, Ltd. · CIK 0001659400 · 10% owner Coleman Charles P III · CIK 0001307150 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 18,332,547 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Series G Preferred Stock was convertible at any time, at the holder's election into an equivalent number of shares of Common Stock, and did not have an expiration date. The shares of Series G Preferred Stock automatically converted into an equivalent number of shares of the Issuer's Common Stock upon the closing of the Issuer's initial public offering. F2 · ownership.nature: The securities of the Issuer are held by Tiger Global Private Investment Partners X, L.P. ("Tiger Global PIP X") and/or its related persons. Tiger Global PIP Performance X, L.P. ("Tiger Global PIP X GP") is the general partner of Tiger Global PIP X. Tiger Global PIP Management X, Ltd. is the general partner of Tiger Global PIP X GP. Tiger Global Management, LLC ("Tiger Global Management") serves as investment manager for Tiger Global PIP X. Tiger Global Management is controlled by Charles P. Coleman III. F3 · ownership.nature: Each of the Reporting Persons disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein, if any, and affirmatively disclaim being a "group" for purposes of Section 16 of the Exchange Act, as amended. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.