SBI Securities 13F: Cuts Marqeta (MQ) Stake by $2.4M

SBI Securities lowered its stake in Marqeta, Inc. MQ by 76.5% during the quarter, according to a Form 13F filed with the SEC on October 22, 2026. The institutional investor sold 138,885 shares of the software infrastructure provider, leaving it with 42,591 shares. The remaining position carried a value of approximately $723,834 at the time of the filing. Marqeta shares closed at $19.19 on the day of the filing.

MQ Marqeta, Inc.

$19.15 ▲ +3.18% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in SBI Securities's Marqeta, Inc. Position

SBI Securities cut most of its holdings in Marqeta, Inc. during the period. The fund owned 181,476 shares prior to the filing. After shedding 138,885 shares, its ending stake stood at 42,591 shares worth $723,834. The adjustment represents a 76.5% reduction in the fund's position size.

Other Institutional Activity in Marqeta, Inc.

Other large investors adjusted their positions in Marqeta around the same time. Zwj Investment Counsel opened a new position by acquiring 577,443 shares worth about $9.8 million. Renaissance Technologies, LLC grew its holdings by 209,887 shares, ending with 3,104,883 shares worth about $59.6 million, which is a 7.2% increase.

Marqeta, Inc. Stock Up 1.6%

Marqeta shares recently traded around $19.10 on October 22, 2026, which is down about 0.5% from the closing price on the filing date. The stock trades above both its 50-day moving average of $16.74 and its 200-day moving average of $16.62. The recent price sits 14.3% below its 52-week high of $22.28 and 29.1% above its 52-week low of $14.80.

Recent Earnings

Marqeta reported trailing-twelve-month revenue of $677.2 million with earnings of $0.1 per share. The company generated a year-over-year revenue growth rate of 17.0%, a net profit margin of 1.5%, and a return on equity of 1.3%. The business operates with a current ratio of 1.66 and a debt-to-equity ratio of 0.94. The next earnings report is scheduled for November 3, 2026.

Insider Buying and Selling at Marqeta, Inc.

Insiders completed several transactions in Marqeta stock ahead of the filing. Director Martha Ann Cummings sold 713 shares on August 14, 2026. Officer Crystal Sumner sold 1,250 shares on September 1, 2026, another 1,250 shares on September 15, 2026, and an additional 1,250 shares on October 15, 2026, under a planned trading arrangement.

Analysts Set New Price Targets

Wall Street analysts maintain varied stances on Marqeta stock. Morgan Stanley maintained an Equal-Weight rating with a $20.00 price target on July 1, 2026. Deutsche Bank kept a Hold rating and an $18.00 target on July 2, 2026. Keefe, Bruyette & Woods maintained a Market Perform rating with a $19.00 target on August 5, 2026. The stock carries a consensus hold rating from ten analysts, with a mean price target of $20.65.

About Marqeta, Inc.

Marqeta, Inc. provides a cloud-based software platform that allows companies to issue payment cards and process transactions through open application programming interfaces. Based in Oakland, California, the company serves technology firms and financial services providers looking to embed payment capabilities directly into their own applications. Institutional adjustments like the one reported by SBI Securities offer a window into how large portfolio managers allocate capital across technology infrastructure holdings.

Bottom Line

Investors tracking Marqeta can watch for the upcoming earnings announcement on November 3, 2026, for further updates on revenue growth and profit margins. Future SEC filings will show whether other institutional holders continue to adjust their positions in the software provider.