Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns Katapult Holdings, Inc. (KPLT)


Which tracked institutional funds hold KPLT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KPLT company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

36
Institutional holders
3M
Shares held (tracked funds)
68.1%
Of shares outstanding

How the tape is positioned

3 tracked funds added or opened KPLT while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

KPLT’s largest tracked holder by dollar value, IRIDIAN ASSET MANAGEMENT LLC/CT, sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in KPLT 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 2025-Q4 and 2026-Q1, across 34 tracked filers holding KPLT, 11 increased or opened the position and 14 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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

Funds opening or closing a position in KPLT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • CIBC Bancorp USA Inc.$956K
  • VANGUARD CAPITAL MANAGEMENT LLC$760K

Full exits 2

  • CIBC Private Wealth Group LLC$875K
  • VANGUARD GROUP INC$835K

Largest adds

  • IRIDIAN ASSET MANAGEMENT LLC/CT$390K

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).

FundSharesReported value% of valueQuarter
IRIDIAN ASSET MANAGEMENT LLC/CT trimmed897,117$6M34.6%2026-Q1
CANTOR FITZGERALD, L. P. trimmed153,116$1M5.9%2026-Q1
CIBC Bancorp USA Inc. new135,361$956K5.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new107,718$760K4.2%2026-Q1
Venturi Wealth Management, LLC55,174$390K2.1%2026-Q1
OCO Capital Partners, L.P.50,000$353K1.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added48,266$341K1.9%2026-Q1
BlackRock, Inc. trimmed32,550$230K1.3%2026-Q1
GOLDMAN SACHS GROUP INC added31,356$221K1.2%2026-Q1
STATE STREET CORP20,979$148K0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new20,709$146K0.8%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed16,997$120K0.7%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC12,616$89K0.5%2026-Q1
NORTHERN TRUST CORP11,061$78K0.4%2026-Q1
Aptus Capital Advisors, LLC10,122$71K0.4%2026-Q1
Vanguard Global Advisers, LLC new783$6K0.0%2026-Q1
ARISTEIA CAPITAL, L.L.C.671,684$2K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP200$1K0.0%2026-Q1
OSAIC HOLDINGS, INC.97$6840.0%2026-Q1
MORGAN STANLEY87$6140.0%2026-Q1
DME Capital Management, LP262,227$6030.0%2026-Q1
LMR Partners LLP77,132$1770.0%2026-Q1
GROUP ONE TRADING LLC25$1760.0%2026-Q1
WELLS FARGO & COMPANY/MN added23$1620.0%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC64,532$1480.0%2026-Q1
Walleye Trading LLC49,390$1140.0%2026-Q1
Formidable Asset Management, LLC added30,000$1080.0%2026-Q1
PRELUDE CAPITAL MANAGEMENT, LLC28,680$660.0%2026-Q1
TWO SIGMA SECURITIES, LLC trimmed22,022$510.0%2026-Q1
Ground Swell Capital, LLC new12,745$320.0%2026-Q1
UBS Group AG added4,571$90.0%2026-Q1
Winch Advisory Services, LLC1$70.0%2026-Q1
Purpose Unlimited Inc.1$70.0%2026-Q1
Blue Owl Capital Holdings LP400,0000.0%2026-Q1
Whetstone Capital Advisors, LLC added221,828$3M14.5%2025-Q3 stale
Hidden Lake Asset Management LP trimmed123,566$1M6.9%2025-Q1 stale
CIBC Private Wealth Group LLC added135,513$875K4.8%2025-Q4 stale
VANGUARD GROUP INC trimmed129,210$835K4.6%2025-Q4 stale
JANE STREET GROUP, LLC trimmed34,975$418K2.3%2025-Q3 stale
TWO SIGMA INVESTMENTS, LP new22,867$273K1.5%2025-Q3 stale
COBALT CAPITAL MANAGEMENT, INC. new23,860$154K0.8%2025-Q4 stale
Quadrature Capital Ltd new11,134$136K0.7%2025-Q3 stale
Virtu Financial LLC trimmed10,143$121K0.7%2025-Q3 stale
CITADEL ADVISORS LLC trimmed10,615$85K0.5%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,557$81K0.4%2025-Q4 stale
Jump Financial, LLC trimmed10,800$70K0.4%2025-Q4 stale
Tower Research Capital LLC (TRC) added1,000$6K0.0%2025-Q4 stale
FMR LLC trimmed500$5K0.0%2025-Q1 stale
BARCLAYS PLC added255$3K0.0%2025-Q3 stale
ROYAL BANK OF CANADA trimmed167$1K0.0%2025-Q4 stale
Shay Capital LLC trimmed79$6250.0%2025-Q2 stale
United Community Bank new32$2560.0%2025-Q2 stale
BANK OF AMERICA CORP /DE/ trimmed38$2460.0%2025-Q4 stale
EverSource Wealth Advisors, LLC new20$2050.0%2025-Q1 stale
RAYMOND JAMES FINANCIAL INC new20$1600.0%2025-Q2 stale
SBI Securities Co., Ltd.5$400.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale
HRT FINANCIAL LP trimmed20,4730.0%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership