HolderBook

SEZZLE INC (SEZL)

Institutional ownership reported to the SEC as of Q3 2026, across 13 quarters.

9
Reporting holders
$514.3K
Reported value
0.0%
Calls
0.0%
Puts
-323
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
GK Wealth Management LLC$245.4K2,2720.14%2q-26.6%-$88.8K
GAMMA Investing LLC$121.8K1,1270.00%9q+26.6%+$25.6K
Farther Finance Advisors, LLC$72.0K6660.00%6q+1.1%
TOTH FINANCIAL ADVISORY CORP$32.4K3000.00%5qHELD
Versant Capital Management, Inc$32.4K3000.00%4q+17.2%+$4.8K
MassMutual Private Wealth & Trust, FSB$9.1K840.00%3q+1.2%
Marquette Asset Management, LLC$86580.00%3qHELD
GILPIN WEALTH MANAGEMENT, LLC$32530.00%4qHELD
CoreCap Advisors, LLC$10810.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-09-1413D/ACharles Youakim INDIVIDUALwith 1 co-filers39.6%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-18Paradis PaulDirector & PresidentSold26,400$4.3M ×5
2026-06-12Paradis PaulDirector & PresidentSold26,400$3.5M ×6
2026-05-07Paradis PaulDirector & PresidentSold25,439$2.6M ×12
2026-07-16Paradis PaulDirector & PresidentSold10,732$2.1M ×5
2026-07-15Brading Lee DicksonChief Financial OfficerSold9,900$1.9M ×5
2026-07-01Brading Lee DicksonChief Financial OfficerSold10,000$1.8M ×5
2026-07-15Paradis PaulDirector & PresidentSold8,245$1.6M ×3
2026-05-07Krause JustinSVP FINANCE AND CONTROLLERSold11,822$1.3M ×10
2026-07-01Sabzivand AminChief Operating OfficerSold6,930$1.2M ×2
2026-06-26Brading Lee DicksonChief Financial OfficerSold5,574$945.1K ×2
2026-06-25Brading Lee DicksonChief Financial OfficerSold4,426$731.2K
2026-06-18Brading Lee DicksonChief Financial OfficerSold3,920$629.8K ×2

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20269$514.3K4,7610410.0%
Q2 2026332$3.5B15,743,151131877523.5%
Q1 2026225$978.5M13,396,04843945113.4%
Q4 2025221$947.7M13,337,56950845810.7%
Q3 2025210$929.4M10,276,11354755912.2%
Q2 2025240$2.2B10,858,472128654412.4%
Q1 2025131$317.2M9,023,046319520.0%
Q4 2024127$324.8M1,272,9324644220.0%
Q3 202487$166.0M971,3324318190.0%
Q2 202444$69.2M784,997271140.0%
Q1 202422$47.7M564,90413520.0%
Q4 202311$3.1M150,66410100.0%
Q3 20234$1.5M113,6394000.0%