IOND
Ionic Digital Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveIonic Digital delivered strong Q2 2026 results with $37.6M EBITDA (vs. $3.8M prior year), reaffirmed full-year revenue guidance of $190–195M, and achieved a critical grid milestone securing provisional Base Load classification for 466 MW at Ward County, positioning the campus toward its 700 MW target by end-2027. The newly public company has attracted analyst coverage with a Buy rating and $98 price target, supported by its control of 800+ MW of utility capacity and fortress balance sheet ($415.7M cash, $168.7M in bitcoin holdings, zero debt).
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Sachem Head Capital | SC 13G/A | +1.3M | 10.0% | -4.3% vs SPY -4.3% abs | 2026-10-09 | ↗ |
| Sachem Head Capital | SC 13G | NEW | 6.9% | +14.8% vs SPY +20.4% abs | 2026-07-24 | ↗ |