Rafael Holdings, Inc.
RFLFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Rafael Holdings, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Jul 31, 2025. The latest insider filing shown is dated Jun 23, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| CoreCap Advisors, LLC | 2026-03-31 | 82 | $103 | SEC filing |
| PFS Partners, LLC | 2026-03-31 | 1,450 | $1.81K | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 10,581 | $13.2K | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 23,278 | $29.1K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 278,910 | $349K | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 21,060 | $26.3K | SEC filing |
| CITIGROUP INC | 2026-03-31 | 1 | Not shown | SEC filing |
| LPL Financial LLC | 2026-03-31 | 56,420 | $70.5K | SEC filing |
| Americana Partners, LLC | 2026-03-31 | 43,793 | $54.7K | SEC filing |
| SIMPLEX TRADING, LLC | 2026-03-31 | 137 | $171 | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 62 | $76 | SEC filing |
| IEQ CAPITAL, LLC | 2026-03-31 | 189,960 | $237K | SEC filing |
| Quent Capital, LLC | 2026-03-31 | 466 | $583 | SEC filing |
| Vanguard Global Advisers, LLC | 2026-03-31 | 7,763 | $9.7K | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 325 | $406 | SEC filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2026-03-31 | 1,259,911 | $1.57M | SEC filing |
| VANGUARD FIDUCIARY TRUST CO | 2026-03-31 | 204,955 | $256K | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 365,618 | $457K | SEC filing |
- Each value is checked against Rafael Holdings, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
- 2 rows left out: the value per share they report is far from Rafael Holdings, Inc.'s share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so they may describe another security or share class.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- BlackRock, Inc.: 327,596 shares reported 2025-12-31; 365,618 shares reported 2026-03-31.
- DEUTSCHE BANK AG\: 325 shares reported 2025-12-31; 325 shares reported 2026-03-31.
- IEQ CAPITAL, LLC: 412,833 shares reported 2025-12-31; 189,960 shares reported 2026-03-31.
- JPMORGAN CHASE & CO: 62 shares reported 2025-12-31; 62 shares reported 2026-03-31.
- SIMPLEX TRADING, LLC: 34 shares reported 2025-09-30; 137 shares reported 2026-03-31.
- Americana Partners, LLC: 43,793 shares reported 2025-12-31; 43,793 shares reported 2026-03-31.
- LPL Financial LLC: 57,420 shares reported 2025-12-31; 56,420 shares reported 2026-03-31.
- CITIGROUP INC: 1 share reported 2025-12-31; 1 share reported 2026-03-31.
- OSAIC HOLDINGS, INC.: 1,084 shares reported 2025-12-31; 21,060 shares reported 2026-03-31.
- DIMENSIONAL FUND ADVISORS LP: 278,504 shares reported 2025-12-31; 278,910 shares reported 2026-03-31.
- CITADEL ADVISORS LLC: 41,403 shares reported 2025-12-31; 10,581 shares reported 2026-03-31.
- PFS Partners, LLC: 1,450 shares reported 2025-12-31; 1,450 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
15 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-06-05 | JONAS HOWARD S · Exec Chairman, CEO & President | Class B Common Stock, $.01 par value per share | P — Open market or private purchase | +12,299,207 | 1.28 | SEC filing |
| 2025-06-05 | JONAS HOWARD S · Exec Chairman, CEO & President | Class B Common Stock, $.01 par value per share | P — Open market or private purchase | +324,219 | 1.28 | SEC filing |
| 2025-06-05 | JONAS HOWARD S · Exec Chairman, CEO & President | Class B Common Stock, $.01 par value per share | P — Open market or private purchase | +457,031 | 1.28 | SEC filing |
| 2022-08-09 | i9 PLUS, LLC · 10% owner | Class B Common Stock par value $.01 per share | S — Open market or private sale | −64,674 | 1.84 | SEC filing |
| 2022-08-09 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | S — Open market or private sale | −64,674 | 1.84 | SEC filing |
| 2022-08-08 | i9 PLUS, LLC · 10% owner | Class B Common Stock par value $.01 per share | S — Open market or private sale | −14,787 | 1.94 | SEC filing |
| 2022-08-08 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | S — Open market or private sale | −14,787 | 1.94 | SEC filing |
| 2022-08-05 | i9 PLUS, LLC · 10% owner | Class B Common Stock par value $.01 per share | S — Open market or private sale | −33,100 | 1.93 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-21 | Polinsky David · Chief Financial Officer | Class B Common Stock, par value $.01 per share | F — Payment of exercise price or tax by delivering securities | −2,386 | SEC filing |
| 2026-06-13 | JONAS HOWARD S · Exec Chairman, CEO & President | Class B Common Stock, $.01 par value per share | A — Grant, award, or other acquisition | +142,857 | SEC filing |
| 2026-06-13 | JONAS HOWARD S · Exec Chairman, CEO & President | Class B Common Stock, $.01 par value per share | F — Payment of exercise price or tax by delivering securities | −8,786 | SEC filing |
| 2026-03-21 | Polinsky David · Chief Financial Officer | Class B Common Stock, par value $.01 per share | F — Payment of exercise price or tax by delivering securities | −2,318 | SEC filing |
| 2026-03-13 | JONAS HOWARD S · Exec Chairman, CEO & President | Class B Common Stock, $.01 par value per share | F — Payment of exercise price or tax by delivering securities | −9,826 | SEC filing |
| 2026-01-28 | WEISS MICHAEL J · Director | Class B Common Stock, par value $.01 per share | A — Grant, award, or other acquisition | +39,370 | SEC filing |
| 2026-01-28 | Sieger Markus · Director | Class B Common Stock, par value $.01 per share | A — Grant, award, or other acquisition | +29,528 | SEC filing |
| 2026-01-28 | STEIN MARK N · Director | Class B Common Stock, par value $.01 per share | A — Grant, award, or other acquisition | +39,370 | SEC filing |
Showing 8 of 24 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-07-24 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | J — Other acquisition or disposition | +563,538 | SEC filing |
| 2024-07-24 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | J — Other acquisition or disposition | −563,538 | SEC filing |
| 2024-06-26 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | J — Other acquisition or disposition | +563,538 | SEC filing |
| 2024-06-26 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | J — Other acquisition or disposition | −563,538 | SEC filing |
| 2024-06-17 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | J — Other acquisition or disposition | +187,427 | SEC filing |
| 2024-06-17 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | J — Other acquisition or disposition | −187,427 | SEC filing |
| 2024-06-14 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | J — Other acquisition or disposition | −376,111 | SEC filing |
| 2024-06-14 | JONAS HOWARD S · Executive Chairman | Class B Common Stock, par value $.01 per share | J — Other acquisition or disposition | +376,111 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.