May. 13 at 8:11 PM
$HOOD ✅ Strong
Total Platform Assets:
$345B — up 12% from March and up 49% year-over-year. Big number.
Equity trading:
$248.5B — up 15% M/M and up 57% Y/Y. Very strong.
Options: 224.8M contracts — up 9% M/M, up 34% Y/Y.
Margin Book:
$18B — up 114% Y/Y, showing customers are borrowing more to trade.
Funded Customers: 27.6M — steady 7% Y/Y growth, up 110K from March.
Event Contracts: 3.2B — up 7% M/M, massive growth Y/Y (prediction markets are exploding).
⚠️ Weak
Crypto:
$11.9B — down 33% from March. Both Robinhood App (−5% M/M, −37% Y/Y) and Bitstamp (−46% M/M) fell hard. Crypto was the clear soft spot.
Net Deposits:
$6.0B — decent but down from
$7.6B in March.
Cash Sweep:
$27.6B — down 4% Y/Y (though the Feb 2026 program change distorts this).
Bottom line: The report is broadly positive — assets, equities, and options all look strong. Crypto weakness is the main drag, but equities and margin growth more than compensate. Overall this reads as a solid month.
