LendingClub Corporation (LC): A Bull Case Theory
We came across a bullish thesis on LendingClub Corporation on Shareholdersunite Essentials’s Substack by Shareholdersunite. In this article, we will summarize the bulls’ thesis on LC.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Rima Senvest Management Richard Mashaal | 4,320,058 | $81,821,899 | -21% | 2.54% |
| 2. | Driehaus Capital Richard Driehaus | 3,519,350 | $66,656,489 | -4% | 0.45% |
| 3. | Citadel Investment Group Ken Griffin | 2,294,049 | $43,449,288 | +4% | 0.01% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,239,370 | $23,473,668 | +61% | 0.01% |
| 5. | Point72 Asset Management Steve Cohen | 1,227,163 | $23,242,467 | +43% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.35 | 20,000 | $187,000.00 | 174,138 | 2025-04-30 | Filing | |
| $12.88 | 20,000 | $257,600.00 | 148,018 | 2025-02-03 | Filing | |
| $5.20 | 10,000 | $51,956.00 | 74,218 | 2023-10-31 | Filing | |
| $5.18 | 10,000 | $51,763.00 | 186,616 | 2023-10-31 | Filing | |
| $5.18 | 10,000 | $51,800.00 | 99,717 | 2023-10-31 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.47 | 5,333 | $82,501.51 | 378,195 | 2026-02-17 | Filing | |
| $20.38 | 6,666 | $135,853.08 | 383,528 | 2026-01-16 | Filing | |
| $20.02 | 1,333 | $26,681.06 | 367,026 | 2025-12-22 | Filing | |
| $18.83 | 5,333 | $100,435.32 | 368,359 | 2025-12-17 | Filing | |
| $20.00 | 5,332 | $106,640.00 | 373,692 | 2025-12-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,697,333 | $221,547,487 | 0% | |
| 2. | 9,754,453 | $184,749,339 | 0% | |
| 3. | 7,687,435 | $145,600,019 | 0.03% | |
| 4. | 5,620,395 | $106,452,617 | 0.02% | |
| 5. | 3,356,936 | $63,580,368 | 0.21% |