$IPM

$1.72 +$0.01 (0.4%) Close

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

Ownership

13F as of Q2 2026 · 9.0M shares outstanding

Who owns IPM?

By type of holder

Institutions 4.5% Insiders 47.4% Everyone else 48.1%

Concentration Top 10 holders own 51.6%

Katz Jason 34.4% · Adam Katz 2012 Revocable Trust 11.1%

Institutional ownership

4.5%

-0.5 pts vs last qtr

Institutional holders

-2 vs last qtr

Net shares bought

−42.8K

by institutions in Q2 2026

New / sold out

3 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC NEW +18.5K
Renaissance Technologies LLC +4.3K

Biggest sellers in Q2 2026

Jane Street Group, LLC SOLD OUT −18.4K
Virtu Financial LLC SOLD OUT −14.8K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Intelligent Protection Management Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2012–FY2025

+138.3%

+10.13% a year

Each share's claim on the business

−58.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$7.21K vs $5.61M

over 10 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+ years0% 3–5 years74% 1–3 years12% Under 1 year15%

Quarterly turnover

10.7%

of institutional shares changed hands

Top 10 managers, median time held

2.8 years

Super Investors

Investment managers reporting IPM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VC Vanguard Capital Management LLC	208.2K	2.30%	Unchanged	2021	0.0%
Shares held by quarter Peak holding208.2K (Q1'26) Change over 8 quarters+208.2K Share of the company2.300% Vanguard Capital Management LLC's full portfolio →
GC Geode Capital Management, LLC	42.4K	0.47%	−9.0K (−17.5%)	2022	0.0%
Shares held by quarter Peak holding63.2K (Q4'24) Change over 8 quarters−17.1K Share of the company0.470% Geode Capital Management, LLC's full portfolio →

Vanguard Capital Management LLC

208.2K

% of company

2.30%

Change vs last qtr

Unchanged

Held since

2021

Geode Capital Management, LLC

42.4K

% of company

0.47%

Change vs last qtr

−9.0K (−17.5%)

Held since

2022

17 more super investors behind a free account

See every manager holding Intelligent Protection Management Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IPM on Form N-PORT; together they hold 4.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$243K	139.6K	1.55%	0.00%	June 30, 2026
AG Auer Growth Unified Series Trust	$211K	125.0K	1.38%	0.29%	February 28, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$243K

% of company

1.55%

% of the fund

0.00%

As of

June 30, 2026

Auer Growth

Unified Series Trust

Position value

$211K

% of company

1.38%

% of the fund

0.29%

As of

February 28, 2026

7 more funds behind a free account

See every fund holding Intelligent Protection Management Corp and how much of the fund the position is.

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
KJ Katz Jason Insider	3.1M	34.37%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company34.370% Katz Jason's insider activity →
AK Adam Katz 2012 Revocable Trust Insider	1.0M	11.07%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company11.070% Adam Katz 2012 Revocable Trust's insider activity →

Katz Jason

Insider

3.1M

% of company

34.37%

Change vs last qtr

—

Held since

—

Adam Katz 2012 Revocable Trust

Insider

1.0M

% of company

11.07%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of Intelligent Protection Management Corp.

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