Fundrise Innovation Fund, LLC (VCX) Stock Quote & Options Analysis

Key stats

Auto Refresh

About

Exchange: XNYS
Market Cap: $0.9B
CIK: 0001867090
Homepage: https://www.fundrise.com

Fundrise Innovation Fund, LLC is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide total return through long-term capital appreciation. The Fund seeks to achieve its investment objective by investing in private and public technology companies, directly or indirectly, with a primary focus on the equity securities (e.g., common stock, preferred stock, and convertible debt) of certain privately held, mid-to-late-stage, growth companies (Portfolio Companies), or other investments (including derivatives, exchange-traded funds, and other poole…

ETF Profile

Asset Allocation

Top Holdings

Symbol	Name	Weight %	Asset Class	Country

Geographic Breakdown

Summary

—

composite

—

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart

Seasonality

Month	'26	Avg
Jan	--	--
Feb	--	--
Mar	71.94%	71.94%
Apr	-17.57%	-17.57%
May	123.16%	123.16%
Jun	-61.58%	-61.58%
Jul	-61.94%	-61.94%
Aug	-3.93%	-3.93%
Sep	-13.49%	-13.49%
Oct	-18.34%*	-18.34%
Nov	--	--
Dec	--	--
Total	-68.61%	-68.61%

* Only 1 year(s) of data available.

Technical Indicators

? Indicator Guide

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators

SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
+DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.

Momentum Oscillators

RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility

Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
ATR / True Range — average daily $ move; sizing and stop-loss reference.
HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $27.35

SMA 50: $32.76

SMA 200: —

Current: $24.40

EMA 12: $25.72

EMA 26: $28.44

MACD: -2.7260 | Signal: 0.0487

BEARISH

ADX (14): 41.46

STRONG TREND

+DI: 13.74

−DI: 36.25

Momentum Oscillators

RSI (14): 31.03

NEUTRAL

Stoch %K: 12.52

Stoch %D: 14.36

Williams %R: -81.40

Volume & Volatility

BB Upper: $32.16

BB Lower: $22.53

NEUTRAL

OBV: -8,056,785

Vol SMA 20: 415,030

Vol ROC: 21.13%

ATR: $1.62

True Range: $0.86

HV 20: 51.7%

HV 30: 57.0%

HV 60: 87.9%

Data Summary

Data Points: 150

Last Updated: Oct 21, 5:15 PM ET

Date Range: 2026-03-19T00:00:00 – 2026-10-21T00:00:00

AI Analysis

LLM Stock Analysis Report: VCX

Executive Summary

Overall assessment: BEARISH with confidence level (6/10)

Key drivers:

Bearish MACD signal
Weak trend indicators (ADX, +DI, -DI)
Neutral momentum oscillators (RSI, Stochastic %K, Williams %R)

Primary risks:

High volatility (beta 3.42) and potential for large price movements
Negative news sentiment from recent headlines

Investment thesis: VCX is a high-risk stock with a bearish trend in place. The lack of earnings data and options activity suggests limited catalysts to drive the stock's performance.

Recent news sentiment impact: The neutral sentiment from the latest headline may not have a significant impact on the short-term price movement, but it does contribute to the overall bearish tone.

Technical Analysis

Trend Direction: Short-term: BEARISH, Medium-term: BEARISH, Long-term: NEUTRAL

Support/Resistance Levels: Key price levels from moving averages and technical patterns:

SMA 20: $37.92 (support)
EMA 12: $40.80 (resistance)
Upper Bollinger Band: $46.39 (resistance)

Momentum Signals:

RSI interpretation: Neutral (41.78), not oversold or overbought
MACD signal: Bearish (-4.15 / Signal: 2.49 / Histogram: -6.64)
Bollinger Bands position: Neutral, price is trading within the bands

Volume Analysis: Volume trends and institutional interest signals:

Volume SMA 20: 867102.85 (increasing volume)
On-Balance Volume (OBV): -4552870.44 (bearish OBV trend)
Volume Rate of Change: -86.35% (declining volume)

News & Sentiment Analysis

Recent Headlines Summary: Key themes from last 10 news articles:

Neutral sentiment, with no significant market-moving events

Sentiment Assessment: Aggregate news sentiment: NEUTRAL

Catalyst Identification: Upcoming earnings and product launches

Market Narrative: The neutral news sentiment aligns with the technical signals, indicating a lack of momentum in either direction.

Risk & Volatility Assessment

Beta Interpretation: High risk relative to market (beta 3.42)

Volatility Regime: Current vs historical volatility levels: Higher than usual (HV20 121.0%, HV30 153.3%, HV60 142.8%)

Options Market Signals: IV Premium vs HV30: N/A (positive = implied richer than realized)

Downside Protection: Support levels and risk management considerations:

SMA 20: $37.92 (support)
Lower Bollinger Band: $29.45 (support)

Market Context & Positioning

Sector Performance: Relative strength vs sector/market: Weak compared to the broader market

Institutional Activity: Volume patterns suggesting institutional interest signals:

Institutional selling pressure indicated by declining OBV and volume rate of change

Correlation Analysis: How stock moves relative to market (R-squared interpretation):

Low correlation with market (0.19)

Relative Valuation: Position within trading range:

Trading within the Bollinger Bands, with no clear trend in place

Key Levels & Action Items

Critical Price Levels: Support/resistance to monitor:

SMA 20: $37.92 (support)
EMA 12: $40.80 (resistance)
Upper Bollinger Band: $46.39 (resistance)

Breakout/Breakdown Levels: Technical levels that could trigger significant moves:

Lower Bollinger Band: $29.45 (breakdown level)
SMA 20: $37.92 (support, potential bounce point)

Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches:

No earnings data available

Risk Management: Stop-loss levels and position sizing considerations:

Set stop-loss below SMA 20 ($37.92) to mitigate potential losses
Consider reducing position size due to high volatility and bearish trend

Generated Aug 28, 8:17 PM ET

News

All VCX news →

Filter Publishers:

The Motley FoolT3·3mo ago

How to Buy Pre-IPO Shares in Anthropic and OpenAI (And Why You Might Not Want To)

General

BenzingaT3·6mo ago

How To Own A Piece Of OpenAI Now—Skipping The IPO Line

General

Earnings History

Earnings calendar: this week’s reports with expected vs actual moves →

VCX Options Activity & IV Rank

Loading options activity...

Options Chain

Loading options chain...

Spread Scanner GPU

Auto Refresh

? Score Guide Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)

Group 1 · Directional Bias (±0.25)

RSI <40 bullish / >60 bearish
MACD crossover + histogram trend
Price vs SMA 50 & SMA 200

Group 2 · Momentum (±0.10)

Stochastic %K <20 / >80
Williams %R <−80 / >−20

Group 3 · Volatility (up to −0.25 / +0.15)

Blended ATR + straddle expected-move penalty
Bollinger Band signal (+ counter-trend penalty)
BB width — vol contraction boost for ICs

Group 4 · IV Regime (±0.15)

IV rank ≥ 75 → strong boost for credit spreads
IV rank < 25 → penalty (selling cheap vol)

Group 5 · Liquidity (penalty up to −0.10)

Min open interest across all legs
OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning

—

Loading dealer positioning…

Skew (Wing IV − ATM IV)

DTE:

Wing Δ:

Metric:

? What do these mean

Wing vs ATM

IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.

Risk Reversal

IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.

Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.

14 DTE / 10d —

— pts

ATM — / Wing —

30 DTE / 10d —

— pts

ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Skew Metrics per Expiry ? Guide

Risk Reversal (RR)

IV(10% OTM call) − IV(10% OTM put)

Measures the direction of skew — which side the market is paying up for. Expressed as a vol difference in percentage points.

−3% to −10% → mild to moderate put skew. Normal for most large-cap stocks — puts always carry some premium from portfolio hedging demand.
−10% to −20% → strong put skew. Elevated fear, heavy hedging, or an upcoming catalyst (earnings, macro event). Worth noting.
Below −20% → extreme put skew. Stress signal — market aggressively buying downside protection.
−3% to 0% → nearly symmetric. Rare for equities; means the market sees roughly equal up/down risk.
Positive → calls more expensive than puts. Unusual — signals strong upside momentum, short squeeze risk, or takeover speculation.

Butterfly (BF)

½ × (IV call + IV put) − IV ATM

Measures curvature — how much the wings are bid up relative to ATM. Always expressed as a positive number (wing premium). Think of it as the cost of a tail hedge above and beyond the ATM vol.

0% to 2% → flat smile. Market pricing near-normal return distribution, low tail risk.
2% to 5% → moderate wing premium. Some tail risk priced in — typical in earnings cycles or elevated VIX environments.
Above 5% → high curvature. Fat tails aggressively priced — market expects a large move but is uncertain of direction. Very common right before earnings.

Reading them together

RR	BF	Interpretation
-15%	+5%	Strong put skew + fat tails — fear or upcoming catalyst (earnings, FDA)
-5%	+1%	Normal mild put skew, calm market
-20%	+8%	Extreme fear — heavy hedging, major event risk
~0%	+2%	Balanced market, no strong directional bias
+5%	+3%	Call skew — bullish momentum or short squeeze risk

Expiry	DTE	ATM IV	25d Put IV	25d Call IV	Risk Reversal	Butterfly	Interpretation	Strategy Suggestions (hover for rationale)

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)

IV Rank (30 DTE)

Straddle Price (30 DTE)

Beta Analysis

Risk Metrics

Beta: 3.2538

Alpha: -68.88%

Correlation: 0.1971

R-Squared: 3.9%

Stock Volatility: 217.2%

Market Volatility: 13.2%

Analysis Details

Benchmark: SPY
Data Points: 149
Period: 252 trading days

Interpretation:
High volatility - stock moves more than market

Beta & Alpha Over Time

Notable investors who own VCX

Investor	Value	Share of their portfolio	Rank	Q/Q shares	Source

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

VCX Institutional Ownership (13F)

Latest filings — 2026-09-30

? 13F Guide

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

Shares — long equity positions in this name, aggregated across share classes.
Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
% of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

51 filers324,509 shares$27.88M value

#	Filer	Shares	Value	% of Total	% of Float	Period
1	CloudAlpha Capital Management Limited/Hong Kong	172,355	$14.90M	53.43%	—	2026-06-30
2	Newtyn Management, LLC	40,000	$3.46M	12.40%	—	2026-06-30
3	LPL Financial LLC Custodian	22,198	$1.92M	6.88%	—	2026-06-30
4	Centiva Capital, LP	21,700	$1.88M	6.73%	—	2026-06-30
5	UBS Group AG Custodian	9,072	$784.09K	2.81%	—	2026-06-30
6	HRT FINANCIAL LP	6,697	$578.00K	2.07%	—	2026-06-30
7	Jane Street Group, LLC Custodian	5,900	$509.94K	1.83%	—	2026-06-30
8	CreativeOne Wealth, LLC	4,867	$420.65K	1.51%	—	2026-06-30
9	Sanctuary Advisors, LLC	4,733	$409.07K	1.47%	—	2026-06-30
10	OSAIC HOLDINGS, INC. Custodian	4,652	$402.04K	1.44%	—	2026-06-30
11	KESTRA PRIVATE WEALTH SERVICES, LLC	4,220	$364.74K	1.31%	—	2026-06-30
12	Susquehanna International Group, LLP Custodian	4,030	$348.31K	1.25%	—	2026-06-30
13	Cetera Investment Advisers Custodian	3,981	$344.08K	1.23%	—	2026-06-30
14	HighTower Advisors, LLC	3,286	$284.02K	1.02%	—	2026-06-30
15	SCOTIA CAPITAL INC.	3,210	$277.44K	0.99%	—	2026-06-30
16	Cambridge Investment Research Advisors, Inc.	2,701	$233.00K	0.84%	—	2026-06-30
17	COMMONWEALTH EQUITY SERVICES, LLC	2,478	$214.17K	0.77%	—	2026-06-30
18	IFG Advisory, LLC	1,233	$106.57K	0.38%	—	2026-06-30
19	Solstein Capital, LLC	1,064	$91.96K	0.33%	—	2026-06-30
20	WPG Advisers, LLC	809	$69.92K	0.25%	—	2026-06-30
21	CSS LLC/IL	500	$43.22K	0.15%	—	2026-06-30
22	NFSG Corp	1,340	$39.69K	0.14%	—	2026-09-30
23	LRI Investments, LLC	295	$25.50K	0.09%	—	2026-06-30
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	280	$24.49K	0.09%	—	2026-06-30
25	IFP Advisors, Inc Custodian	696	$20.62K	0.07%	—	2026-09-30

10 filers$41.80M notional

#	Filer	Notional Value	% of Total	Period
1	Susquehanna International Group, LLP Custodian	$25.51M	61.04%	2026-06-30
2	Citadel Advisors LLC Custodian	$6.95M	16.63%	2026-06-30
3	Jane Street Group, LLC Custodian	$3.60M	8.62%	2026-06-30
4	Simplex Trading, LLC Custodian	$3.10M	7.42%	2026-06-30
5	GROUP ONE TRADING LLC Custodian	$898.87K	2.15%	2026-06-30
6	IMC-Chicago, LLC Custodian	$812.44K	1.94%	2026-06-30
7	Centiva Capital, LP	$475.37K	1.14%	2026-06-30
8	Belvedere Trading LLC	$354.36K	0.85%	2026-06-30
9	CSS LLC/IL	$77.79K	0.19%	2026-06-30
10	Sanctuary Advisors, LLC	$8.64K	0.02%	2026-06-30

10 filers$25.06M notional

#	Filer	Notional Value	% of Total	Period
1	Susquehanna International Group, LLP Custodian	$12.94M	51.62%	2026-06-30
2	Citadel Advisors LLC Custodian	$4.47M	17.83%	2026-06-30
3	Centiva Capital, LP	$1.88M	7.48%	2026-06-30
4	Simplex Trading, LLC Custodian	$1.78M	7.10%	2026-06-30
5	IMC-Chicago, LLC Custodian	$1.44M	5.76%	2026-06-30
6	Jane Street Group, LLC Custodian	$795.16K	3.17%	2026-06-30
7	CSS LLC/IL	$674.15K	2.69%	2026-06-30
8	GROUP ONE TRADING LLC Custodian	$449.44K	1.79%	2026-06-30
9	LEVIN CAPITAL STRATEGIES, L.P.	$345.72K	1.38%	2026-06-30
10	Belvedere Trading LLC	$293.86K	1.17%	2026-06-30

VCX Insider Trading (Form 4)

Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.

Filed	Reporter	Role	Action	Shares	Avg Price	Net $	Link

Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

VCX Board & Officers

As of SEC filings through Feb 20, 2026

Directors 2

Glenn Osaka · since May 11, 2022
Jeffrey Deitrich · since May 11, 2022

Officers 2

Bjorn Hall · Secretary and CCO · listed since Oct 2024
Alison Staloch · Treasurer · since May 11, 2022

Changes in the last 10 years (9)

Oct 11, 2024	Bjorn Hall first listed as Secretary and CCO in an SEC filing
May 11, 2022	Rise Companies Corp became a 10% owner
May 11, 2022	Michelle Mirabal became Sec. & Chief Compliance Ofc
May 11, 2022	Jennifer Blatnik became a director
May 11, 2022	Jeffrey Deitrich became a director
May 11, 2022	Glenn Osaka became a director
May 11, 2022	Benjamin S. Miller became a director
May 11, 2022	Benjamin S. Miller became President
May 11, 2022	Alison Staloch became Treasurer

Not reported recently (4)

Jennifer Blatnik · Last reported as a director in an SEC filing dated Aug 24, 2023
Benjamin S. Miller · Last reported as a director in an SEC filing dated Jan 5, 2023
Rise Companies Corp · Last reported as a 10% owner in an SEC filing dated May 20, 2022
Michelle Mirabal · Last reported as Sec. & Chief Compliance Ofc in an SEC filing dated May 20, 2022

Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

VCX Proposed Insider Sales (Form 144)

Latest: 2026-08-12

? Form 144 Guide Last 30d: 0 filings · Last 90d: 3 filings · $31.0M notice value · 1 unique filer

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Fundrise Real Estate Interval Fund, LLC (3, $31.0M)

Filed	Filer	Role	Shares	Notice Value	Planned Sale	Broker	Plan	Link
2026-08-12	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	202,915	$6.43M	2026-08-12	Jefferies LLC	—	EDGAR
2026-08-03	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	353,788	$11.68M	2026-08-03	Jefferies LLC	—	EDGAR
2026-07-24	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	219,933	$12.84M	2026-07-24	Jefferies LLC	—	EDGAR
2026-04-24	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	1,347,965	$115.22M	2026-04-24	Jefferies LLC	—	EDGAR
2026-04-23	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	31,315	$2.91M	2026-04-23	Jefferies LLC	—	EDGAR
2026-04-22	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	39,285	$3.50M	2026-04-22	Jefferies LLC	—	EDGAR
2026-04-21	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	65,361	$6.01M	2026-04-21	Jefferies LLC	—	EDGAR
2026-04-20	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	120,383	$10.17M	2026-04-20	Jefferies LLC	—	EDGAR
2026-04-17	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	63,882	$4.91M	2026-04-17	Jefferies LLC	—	EDGAR
2026-04-16	Fundrise Real Estate Interval Fund, LLC	May be deemed an affiliate of the issuer	63,578	$5.82M	2026-04-16	Jefferies LLC	—	EDGAR

Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).

Recent SEC Filings

Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).

Filing Date	Accession	Link

Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.

Filing Date	Accession	Link

Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.

Filing Date	Accession	Link

ETF Holders

37 ETFs hold VCX

25 shown · $372.15M total exposure · 0.03% AUM-weighted avg weight

#	ETF	Provider	Weight	$ Exposure	ETF AUM	As Of
1	VXUS Vanguard Total International Stock ETF	Vanguard	0.01%	$95.2M	—	2026-09-30
2	VEA Vanguard FTSE Developed Markets ETF	Vanguard	0.02%	$62.3M	—	2026-09-30
3	IEFA iShares Core MSCI EAFE ETF	iShares (BlackRock)	0.03%	$47.9M	$191.0B	2026-10-20
4	VNQI Vanguard Global ex-U.S. Real Estate ETF	Vanguard	0.65%	$23.3M	—	2026-09-30
5	EFA iShares MSCI EAFE ETF	iShares (BlackRock)	0.03%	$23.1M	$77.3B	2026-10-20
6	EFV iShares MSCI EAFE Value ETF	iShares (BlackRock)	0.06%	$18.4M	$30.7B	2026-10-20
7	REET iShares Global REIT ETF	iShares (BlackRock)	0.37%	$17.6M	$4.7B	2026-10-20
8	VEU Vanguard FTSE All-World Ex-US ETF	Vanguard	0.02%	$15.3M	—	2026-09-30
9	SPDW State Street® SPDR® Portfolio Developed World ex-US ETF	SPDR (State Street)	0.02%	$8.3M	$40.9B	2026-10-20
10	IXUS iShares Core MSCI Total International Stock ETF	iShares (BlackRock)	0.01%	$8.0M	$58.1B	2026-10-20
11	IDEV iShares Core MSCI International Developed Markets ETF	iShares (BlackRock)	0.02%	$7.2M	$34.0B	2026-10-20
12	VPL Vanguard FTSE Pacific ETF	Vanguard	0.05%	$6.8M	—	2026-09-30
13	EPP iShares MSCI Pacific ex Japan ETF	iShares (BlackRock)	0.29%	$6.5M	$2.2B	2026-10-20
14	EWA iShares MSCI Australia ETF	iShares (BlackRock)	0.46%	$5.7M	$1.3B	2026-10-20
15	VT Vanguard Total World Stock ETF	Vanguard	0.01%	$5.3M	—	2026-09-30
16	RWO State Street® SPDR® Dow Jones® Global Real Estate ETF	SPDR (State Street)	0.40%	$4.9M	$1.2B	2026-10-20
17	RWX State Street® SPDR® Dow Jones® International Real Estate ETF	SPDR (State Street)	1.50%	$3.4M	$228.7M	2026-10-20
18	ACWX iShares MSCI ACWI ex U.S. ETF	iShares (BlackRock)	0.02%	$3.4M	$17.7B	2026-10-20
19	ACWI iShares MSCI ACWI ETF	iShares (BlackRock)	0.01%	$2.2M	$33.0B	2026-10-20
20	IPAC iShares Core MSCI Pacific ETF	iShares (BlackRock)	0.07%	$1.8M	$2.7B	2026-10-20
21	IVLU iShares MSCI Intl Value Factor ETF	iShares (BlackRock)	0.03%	$1.5M	$4.5B	2026-10-20
22	VSGX Vanguard ESG International Stock ETF	Vanguard	0.02%	$1.4M	—	2026-10-20
23	PABD iShares Paris-Aligned Climate Optimized MSCI World ex USA ETF	iShares (BlackRock)	0.32%	$1.0M	$325.6M	2026-10-20
24	CWI State Street® SPDR® MSCI ACWI ex-US ETF	SPDR (State Street)	0.03%	$930,727	$2.8B	2026-10-20
25	IFGL iShares International Developed Real Estate ETF	iShares (BlackRock)	0.99%	$759,272	$76.5M	2026-10-20

Fundamentals

? Fundamentals Guide

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics

Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.

How to read the bars

Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
YoY growth — compare to the same quarter a year earlier to remove seasonality.
Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Valuation

? Valuation Guide

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples

P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
EV/Sales — like P/S but accounts for debt + cash. Compare within sector.

Profitability & Yields

ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.

Balance Sheet

Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.

Reading the history chart

Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
Multiples expanding while earnings are flat = sentiment-driven rally.
Multiples compressing while earnings grow = value coming from fundamentals.

Metric:

Short Interest & Float

? Short Interest Guide

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions

Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
SI % of Float — short interest / free float. The key crowding metric.
Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
Free Float — shares available for public trading (total shares minus insider / restricted).
Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.

How to read the signals

SI % of Float < 5% — typical, no particular signal.
5–15% — elevated; watch for catalysts (earnings, guidance, macro).
15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
>30% — extreme; borrow is likely expensive and squeeze risk is material.
Days to Cover > 5 combined with high SI% amplifies squeeze potential.

History chart

Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Metric:

Constituent Performance

Select Timeframe:

Click any bar to view the full quote for that stock.

Constituents

Symbol	Name	Weight %	Price	1 Day	1 Week	1 Month

VCX Fundrise Innovation Fund, LLC

Trend Indicators

Momentum Oscillators

Volume & Volatility

Data Summary

Executive Summary

Technical Analysis

News & Sentiment Analysis

Risk & Volatility Assessment

Market Context & Positioning

Key Levels & Action Items

VCX Options Activity & IV Rank

Risk Metrics

Analysis Details

VCX Institutional Ownership (13F)

VCX Insider Trading (Form 4)

VCX Board & Officers

Directors 2

Officers 2

VCX Proposed Insider Sales (Form 144)