$CHUC

$0.16 +$0.01 (3.33%) Close

$CHUC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 280.6M shares outstanding

Who owns CHUC?

By type of holder

Institutions 68.7% Insiders 31.3% Everyone else 0.0%

Concentration Top 10 holders own 108.6%

Exor N.V. 66.3% · Stump Ryan 30.4%

Institutional ownership

68.7%

+1.4 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+4.0M

by institutions in Q2 2026

New / sold out

3 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Exor N.V. +3.4M
Gagnon Securities LLC NEW +765.2K

Biggest sellers in Q2 2026

Orbimed Advisors LLC −530.7K
Strategic Investment Solutions, Inc. /IL SOLD OUT −127

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Charlie's Holdings Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

+93.5%

+9.89% a year

Each share's claim on the business

−48.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $5.53M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years3% 3–5 years96% 1–3 years0% Under 1 year1%

Quarterly turnover

1.3%

of institutional shares changed hands

Top 10 managers, median time held

1 quarter

Super Investors

Investment managers reporting CHUC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
EN Exor N.V.	185.9M	66.27%	+3.4M (+1.9%)	2023	92.6%
Shares held by quarter Peak holding185.9M (Q2'26) Change over 8 quarters+21.4M Share of the company66.270% Exor N.V.'s full portfolio →
OA Orbimed Advisors LLC	5.7M	2.02%	−530.7K (−8.5%)	≤2021	0.6%
Shares held by quarter Peak holding12.0M (Q3'24) Change over 8 quarters−6.4M Share of the company2.020% Orbimed Advisors LLC's full portfolio →

Exor N.V.

185.9M

% of company

66.27%

Change vs last qtr

+3.4M (+1.9%)

Held since

2023

Orbimed Advisors LLC

5.7M

% of company

2.02%

Change vs last qtr

−530.7K (−8.5%)

Held since

≤2021

6 more super investors behind a free account

See every manager holding Charlie's Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CHUC on Form N-PORT; together they hold 0.0% of the company

No fund reports holding CHUC yet.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SR Stump Ryan Insider	85.2M	30.35%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company30.350% Stump Ryan's insider activity →
SH Sicignano Henry III Insider	10.5M	3.72%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.720% Sicignano Henry III's insider activity →

Stump Ryan

Insider

85.2M

% of company

30.35%

Change vs last qtr

—

Held since

—

Sicignano Henry III

Insider

10.5M

% of company

3.72%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of Charlie's Holdings Inc.

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