Who owns Giftify (GIFT)
Which tracked institutional funds hold GIFT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GIFT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
GIFT’s largest tracked holder by dollar value, SECURITY BENEFIT LIFE INSURANCE CO /KS/, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GIFT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 15 tracked filers holding GIFT, 7 increased or opened the position and 4 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 2,470,479 | $2M | 58.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 384,652 | $365K | 8.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 180,769 | $171K | 4.1% | 2026-Q2 |
| Henrickson Nauta Wealth Advisors, Inc. | 142,398 | $135K | 3.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 128,553 | $122K | 2.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO | 100,606 | $95K | 2.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 100,000 | $95K | 2.2% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 48,669 | $46K | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 39,094 | $37K | 0.9% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 9,831 | $9K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 6,382 | $6K | 0.1% | 2026-Q2 |
| UBS Group AG added | 707 | $670 | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 560 | $531 | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 22 | $21 | 0.0% | 2026-Q2 |
| Provenance Wealth Advisors, LLC | 1 | $1 | 0.0% | 2026-Q2 |
| BlackRock, Inc. added | 63,452 | $63K | 1.5% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA SECURITIES, LLC added | 16,018 | $16K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| waypoint wealth counsel trimmed | 10,725 | $11K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 475,429 | $523K | 12.4% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 10,602 | $12K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 21 | $23 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 45,007 | $48K | 1.1% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.