Is Its Expansion Strategy Working?

Robinhood’s July DATs Rise Y/Y: Is Its Expansion Strategy Working?

• HOOD

Robinhood Markets, Inc.HOOD reported strong growth in equity and options Daily Average Trades (DATs) in July 2026, underscoring continued momentum in its active-trader business. Equity DATs rose 29.7% year over year to 4.8 million, while options DATs surged 90.9% to 2.1 million. However, crypto DATs fell 45.4% to 0.6 million, highlighting the mixed trends across Robinhood’s trading businesses.

To strengthen its position in the active-trader market, HOOD has been expanding its product offerings and entering new markets. In June 2026, it acquired WonderFi, adding approximately 300,000 funded customers and strengthening its regulated crypto presence in Canada. Earlier, in January 2026, its joint venture with Susquehanna International Group acquired a controlling stake in MIAX Derivatives Exchange, supporting its expansion into futures and derivatives. HOOD also agreed to acquire Indonesia’s PT Buana Capital Sekuritas and PT Pedagang Aset Kripto in December 2025 to gain local licenses and accelerate its APAC expansion. In June 2025, it acquired Bitstamp, adding established crypto infrastructure to support its international business.

Robinhood is also broadening its product suite to drive customer engagement. In 2026, it enhanced Robinhood Legend with futures, short selling and index options and expanded its prediction markets and futures offerings. In 2025, it launched Robinhood Strategies, Robinhood Cortex, an AI assistant for market analysis and real-time insights, and Robinhood Social, which offers verified trading profiles, strategy sharing and expert portfolio tracking. The broader product ecosystem could help HOOD attract and retain active traders while supporting higher trading activity over time.

Thus, continued product expansion and strategic investments are expected to support customer acquisition and transaction-based revenues. The metric witnessed a compound annual growth rate (CAGR) of 57.7% over the last six years ended 2025, primarily driven by options and equities trading. The momentum continued in the first half of 2026, supported by strong trading activity and increased adoption of new products.

Other Details From Robinhood’s July Operating Data

In July 2026, HOOD’s total platform assets climbed 19.1% year over year to $355 billion, supported by $5.6 billion in net deposits. Further, funded customers totaled 28.5 million, up 6.7% from July 2025.

Robinhood’s equity notional trading volumes were $332.8 billion in July, up 59.1% year over year. Options contracts traded increased 65.5% to 324.2 million. Robinhood App crypto notional trading volumes declined 74.4% from the prior-year month to $4.3 billion, while Bitstamp crypto notional trading volume was $6.6 billion, down 44.5% from the year-ago month. Hence, overall crypto notional trading volumes declined 62% year over year to $10.9 billion.

Source: sg.finance.yahoo.com