$USIO

$3.20 +$0.10 (3.23%) Close

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

Ownership

13F as of Q2 2026 · 28.5M shares outstanding

Who owns USIO?

By type of holder

Institutions 21.8% Insiders 37.6% Everyone else 40.6%

Concentration Top 10 holders own 52.8%

Hoch Louis A 20.1% · National Services, Inc 9.6%

Institutional ownership

21.8%

+0.4 pts vs last qtr

Institutional holders

+4 vs last qtr

Net shares bought

+120.1K

by institutions in Q2 2026

New / sold out

6 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Stonebridge Wealth Management, LLC NEW +177.1K
Geode Capital Management, LLC +65.4K

Biggest sellers in Q2 2026

Citadel Advisors LLC −109.1K
Susquehanna International Group, LLP SOLD OUT −67.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$979K

2 notices from 2 people

Shares covered

699.2K

2.45% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Whittier Trust Company 10% stockholder $489K
National Services Inc. 10% stockholder $489K

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, FY2016–FY2025

+243.5%

+14.70% a year

Each share's claim on the business

−70.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$6.39M vs $15.9M

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+ years32% 3–5 years14% 1–3 years2% Under 1 year52%

Quarterly turnover

5.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting USIO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WT Whittier Trust Co	2.7M	9.52%	Unchanged	Q1 '26	0.1%
Shares held by quarter Peak holding2.8M (Q3'24) Change over 8 quarters−116.3K Share of the company9.520% Whittier Trust Co's full portfolio →
VC Vanguard Capital Management LLC	917.5K	3.22%	+15.3K (+1.7%)	≤2021	0.0%
Shares held by quarter Peak holding917.5K (Q2'26) Change over 8 quarters+917.5K Share of the company3.220% Vanguard Capital Management LLC's full portfolio →

Whittier Trust Co

2.7M

% of company

9.52%

Change vs last qtr

Unchanged

Held since

Q1 '26

Vanguard Capital Management LLC

917.5K

% of company

3.22%

Change vs last qtr

+15.3K (+1.7%)

Held since

≤2021

25 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting USIO on Form N-PORT; together they hold 6.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.8M	727.3K	2.55%	0.00%	June 30, 2026
JD Jacob Discovery Fund Jacob Funds Inc.	$1.06M	380.1K	1.33%	7.30%	August 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.8M

% of company

2.55%

% of the fund

0.00%

As of

June 30, 2026

Jacob Discovery Fund

Jacob Funds Inc.

Position value

$1.06M

% of company

1.33%

% of the fund

7.30%

As of

August 31, 2026

12 more funds behind a free account

See every fund holding Usio, 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
HL Hoch Louis A Insider	5.7M	20.13%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company20.130% Hoch Louis A's insider activity →
NS National Services, Inc Insider	2.7M	9.58%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company9.580% National Services, Inc's insider activity →

Hoch Louis A

Insider

5.7M

% of company

20.13%

Change vs last qtr

—

Held since

—

National Services, Inc

Insider

2.7M

% of company

9.58%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Usio, Inc..

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