$SEZL

$127.44 -$4.68 (3.54%) Close

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

Ownership

13F as of Q2 2026 · 33.7M shares outstanding

Who owns SEZL?

By type of holder

Institutions 44.1% Insiders 8.8% Everyone else 47.1%

Concentration Top 10 holders own 71.3%

Charles Youakim 39.8% · BlackRock, Inc. 7.6%

Institutional ownership

44.1%

+4.5 pts vs last qtr

Institutional holders

323

+103 vs last qtr

Net shares bought

+1.5M

by institutions in Q2 2026

New / sold out

131 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Driehaus Capital Management LLC NEW +476.0K
Divisadero Street Capital Management, LP +337.9K

Biggest sellers in Q2 2026

Ardsley Advisory Partners LP −85.0K
Accredited Investors Inc. −79.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$88.5M

20 notices from 8 people

Shares covered

726.1K

2.16% of the company

Arranged in advance

32%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Charles G. Youakim 2020 Irrevocable GST Trust Uad 03/20/2020 Affiliate $58.6M
Paradis Paul Officer $16.7M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+21.2%

+3.91% a year

Each share's claim on the business

−17.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$93.6M vs $50.1M

over 6 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 years0% 1–3 years80% Under 1 year20%

Quarterly turnover

14.2%

of institutional shares changed hands

Top 10 managers, median time held

2.3 years

Super Investors

Investment managers reporting SEZL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.5M	7.55%	+5.3K (+0.2%)	2023	0.0%
Shares held by quarter Peak holding2.5M (Q2'26) Change over 8 quarters+2.4M Share of the company7.550% BlackRock, Inc.'s full portfolio →
DS Divisadero Street Capital Management, LP	1.6M	4.90%	+337.9K (+25.8%)	2025	6.4%
Shares held by quarter Peak holding1.6M (Q2'26) Change over 8 quarters+1.6M Share of the company4.900% Divisadero Street Capital Management, LP's full portfolio →

BlackRock, Inc.

2.5M

% of company

7.55%

Change vs last qtr

+5.3K (+0.2%)

Held since

2023

Divisadero Street Capital Management, LP

1.6M

% of company

4.90%

Change vs last qtr

+337.9K (+25.8%)

Held since

2025

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting SEZL on Form N-PORT; together they hold 19.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$174M	1.0M	3.01%	0.16%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$92M	536.0K	1.59%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$174M

% of company

3.01%

% of the fund

0.16%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$92M

% of company

1.59%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Sezzle Inc 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
CY Charles Youakim 5%+ holder 13D · 39.6%	13.4M	39.83%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company39.830% Disclosed stake13D · 39.6% View the 13D/G filing →
PP Purcell Paul Martin Insider	2.5M	7.37%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company7.370% Purcell Paul Martin's insider activity →

Charles Youakim

5%+ holder13D · 39.6%

13.4M

% of company

39.83%

Change vs last qtr

—

Held since

—

Purcell Paul Martin

Insider

2.5M

% of company

7.37%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Sezzle Inc.

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