$VASO

$0.31 +$0.02 (7.81%) Close

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

Ownership

13F as of Q2 2026 · 176.0M shares outstanding

Who owns VASO?

By type of holder

Institutions 0.0% Insiders 6.0% Everyone else 94.0%

Concentration Top 5 holders own 38.0%

Joshua Markowitz 31.9% · Jun Ma 6.0%

Institutional ownership

0.0%

0.0 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

−4.8K

by institutions in Q2 2026

New / sold out

1 / 1

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Vima LLC NEW +200

Biggest sellers in Q2 2026

Lanark Financial, Inc. SOLD OUT −5.0K

Who is planning to sell?

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

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+10.4%

+1.11% a year

Each share's claim on the business

−9.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $1.69M

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 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

52.0%

of institutional shares changed hands

Top 10 managers, median time held

0 quarters

Super Investors

Investment managers reporting VASO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LF Lanark Financial, Inc.	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding5.0K (Q3'25) Change over 8 quarters0 Lanark Financial, Inc.'s full portfolio →
V Vima LLC	200	0.00%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding200 (Q2'26) Change over 8 quarters+200 Share of the company0.000% Vima LLC's full portfolio →

Lanark Financial, Inc.

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

Vima LLC

200

% of company

0.00%

Change vs last qtr

NEW

Held since

Q2 '26

Institutional Funds

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

No fund reports holding VASO 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
JM Joshua Markowitz 5%+ holder 13D · 31.9%	56.1M	31.87%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company31.870% Disclosed stake13D · 31.9% View the 13D/G filing →
JM Jun Ma 5%+ holder 13D · 6.0%	10.5M	5.96%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.960% Disclosed stake13D · 6.0% View the 13D/G filing →

Joshua Markowitz

5%+ holder13D · 31.9%

56.1M

% of company

31.87%

Change vs last qtr

—

Held since

—

Jun Ma

5%+ holder13D · 6.0%

10.5M

% of company

5.96%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of Vaso Corp.

Comments