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Institutional Ownership · SEC Form 13F

Who owns Katapult Holdings (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

27
Institutional holders
2M
Shares held (tracked funds)
33.8%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on KPLT is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 1 trimmed or exited — on balance reducing.

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 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp 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 2026-Q1 and 2026-Q2, across 27 tracked filers holding KPLT, 6 increased or opened the position and 9 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 2026-Q1 and 2026-Q2 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.

Largest trims

  • IRIDIAN ASSET MANAGEMENT LLC/CT$564K

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 trimmed872,856$6M39.7%2026-Q2
CANTOR FITZGERALD, L. P. added161,943$1M7.4%2026-Q2
CIBC Bancorp USA Inc. trimmed134,814$891K6.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed107,554$711K4.9%2026-Q2
Venturi Wealth Management, LLC55,174$365K2.5%2026-Q2
OCO Capital Partners, L.P.50,000$330K2.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed45,319$300K2.1%2026-Q2
BlackRock, Inc. added42,307$280K1.9%2026-Q2
GOLDMAN SACHS GROUP INC trimmed26,080$172K1.2%2026-Q2
STATE STREET CORP20,979$139K1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO added20,873$138K0.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed16,397$108K0.7%2026-Q2
CITADEL ADVISORS LLC added14,726$97K0.7%2026-Q2
NORTHERN TRUST CORP11,061$73K0.5%2026-Q2
Aptus Capital Advisors, LLC10,122$67K0.5%2026-Q2
Blue Owl Capital Holdings LP5,421$5K0.0%2026-Q2
Vanguard Global Advisers, LLC783$5K0.0%2026-Q2
Arax Advisory Partners new300$2K0.0%2026-Q2
UBS Group AG276$2K0.0%2026-Q2
OSAIC HOLDINGS, INC.97$6400.0%2026-Q2
MORGAN STANLEY87$5750.0%2026-Q2
GROUP ONE TRADING LLC25$1650.0%2026-Q2
BARCLAYS PLC trimmed24$1590.0%2026-Q2
WELLS FARGO & COMPANY/MN23$1520.0%2026-Q2
Formidable Asset Management, LLC trimmed10,000$230.0%2026-Q2
Purpose Unlimited Inc.1$70.0%2026-Q2
Winch Advisory Services, LLC1$70.0%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC12,616$89K0.6%2026-Q1 stale (1 quarter behind)
ARISTEIA CAPITAL, L.L.C.671,684$2K0.0%2026-Q1 stale (1 quarter behind)
JONES FINANCIAL COMPANIES LLLP200$1K0.0%2026-Q1 stale (1 quarter behind)
DME Capital Management, LP262,227$6030.0%2026-Q1 stale (1 quarter behind)
LMR Partners LLP77,132$1770.0%2026-Q1 stale (1 quarter behind)
WOLVERINE ASSET MANAGEMENT LLC64,532$1480.0%2026-Q1 stale (1 quarter behind)
Walleye Trading LLC49,390$1140.0%2026-Q1 stale (1 quarter behind)
PRELUDE CAPITAL MANAGEMENT, LLC28,680$660.0%2026-Q1 stale (1 quarter behind)
TWO SIGMA SECURITIES, LLC trimmed22,022$510.0%2026-Q1 stale (1 quarter behind)
Ground Swell Capital, LLC new12,745$320.0%2026-Q1 stale (1 quarter behind)
COBALT CAPITAL MANAGEMENT, INC. new23,860$154K1.1%2025-Q4 stale (2 quarters behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,557$81K0.6%2025-Q4 stale (2 quarters behind)
Jump Financial, LLC new10,800$70K0.5%2025-Q4 stale (2 quarters behind)
Tower Research Capital LLC (TRC) added1,000$6K0.0%2025-Q4 stale (2 quarters behind)
ROYAL BANK OF CANADA trimmed167$1K0.0%2025-Q4 stale (2 quarters behind)
BANK OF AMERICA CORP /DE/ added38$2460.0%2025-Q4 stale (2 quarters behind)
HRT FINANCIAL LP trimmed20,473—0.0%2025-Q4 stale (2 quarters behind)
Whetstone Capital Advisors, LLC added221,828$3M18.3%2025-Q3 stale (3 quarters behind)
JANE STREET GROUP, LLC new34,975$418K2.9%2025-Q3 stale (3 quarters behind)
TWO SIGMA INVESTMENTS, LP new22,867$273K1.9%2025-Q3 stale (3 quarters behind)
Quadrature Capital Ltd new11,134$136K0.9%2025-Q3 stale (3 quarters behind)
Virtu Financial LLC trimmed10,143$121K0.8%2025-Q3 stale (3 quarters behind)
Shay Capital LLC trimmed79$6250.0%2025-Q2 stale (4 quarters behind)
United Community Bank new32$2560.0%2025-Q2 stale (4 quarters behind)
RAYMOND JAMES FINANCIAL INC new20$1600.0%2025-Q2 stale (4 quarters behind)
SBI Securities Co., Ltd.5$400.0%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

2 parent filings withheld from the table above, and from the coverage figures, to avoid listing one book twice: CIBC Private Wealth Group LLC (last filed 2025-Q4, 135,513 shares) reconciles to its 1 current affiliate (134,814 shares) — 0.516% apart; VANGUARD GROUP INC (last filed 2025-Q4, 129,210 shares) reconciles to its 3 current affiliates (129,210 shares) — 0.000% apart.

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