Security key
45765Y204
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 4,761,915
- Total 13F shares
- 152,319
- Share change
- +22,643
- Total reported value
- $820,789
- Price per share
- $5.45
- Number of holders
- 9
- Value change
- +$123,548
- Number of buys
- 4
- Number of sells
- 3
Report period
Q3 2025
Institutions
9
Top holders
9
TULP full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
BLOOMIA HOLDINGS, INC. SEC filings
BLOOMIA HOLDINGS, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 45765Y204
Recent filing periods:
Top shareholders of TULP - BLOOMIA HOLDINGS, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
1.3%
|
60,635
|
$304,994 | — | 30 Jun 2025 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.7%
|
33,500
|
$168,505 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.3%
|
14,197
|
$74,108 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.26%
|
12,256
|
$61,648 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.14%
|
6,800
|
$34,204 | — | 30 Jun 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.03%
|
1,285
|
$6,464 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
616
|
$3,098 | — | 30 Jun 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
376
|
$1,891 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
11
|
$55 | — | 30 Jun 2025 | |
| Kristine A. Glancy |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
36,751
|
$848,213 | — | 31 Dec 2021 | |
| Adam D. May |
3/4/5
|
CHIEF GROWTH OFFICER |
—
class O/S missing
|
14,290
|
$329,813 | — | 31 Dec 2021 | |
| Zackery Weber |
3/4/5
|
Sr Dir Fin Plng-Interim PAO |
—
class O/S missing
|
8,230
|
$189,948 | — | 31 Dec 2021 | |
| Jacob J. Berning |
3/4/5
|
Director |
—
class O/S missing
|
11,751
|
$54,172 | — | 30 Jun 2023 | |
| Loren A. Unterseher |
3/4/5
|
Director |
—
class O/S missing
|
10,631
|
$49,009 | — | 30 Sep 2023 |
Institutional Holders of BLOOMIA HOLDINGS, INC. - Common Stock (TULP) as of Q3 2025
As of 30 Sep 2025,
BLOOMIA HOLDINGS, INC. - Common Stock (TULP) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
152,319 shares.
The largest 9 holders included
MORGAN STANLEY, Schonfeld Strategic Advisors LLC, GEODE CAPITAL MANAGEMENT, LLC, BlackRock, Inc., OSAIC HOLDINGS, INC., UBS Group AG, CIBC Private Wealth Group LLC, WELLS FARGO & COMPANY/MN, and BANK OF AMERICA CORP /DE/.
This page lists
9
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
9
Q3 2025 holders
9
Holder diff
0
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.