Security key
45765Y204
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 4,761,915
- Total 13F shares
- 200,078
- Share change
- -14,235
- Total reported value
- $788,307
- Price per share
- $3.94
- Number of holders
- 7
- Value change
- -$38,544
- Number of buys
- 3
- Number of sells
- 5
Report period
Q1 2026
Institutions
7
Top holders
7
TULP full security history
Previous quarter: Q4 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 |
|---|---|---|---|---|---|---|---|---|
| Chad Bruce Johnson |
3/4/5
|
Director |
0.31%
|
14,663
|
$50,587 | — | 31 Dec 2025 | |
| Mary Herfurth |
3/4/5
|
Director |
0.25%
|
11,795
|
$40,692 | — | 31 Dec 2025 | |
| Matthew Kelly |
3/4/5
|
Director |
0.19%
|
9,112
|
$31,436 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
2.2%
|
105,309
|
$363,316 | — | 31 Dec 2025 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.71%
|
33,795
|
$116,592 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.3%
|
14,197
|
$49,262 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.26%
|
12,256
|
$42,283 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.08%
|
3,840
|
$13,248 | — | 31 Dec 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.03%
|
1,499
|
$5,172 | — | 31 Dec 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.03%
|
1,285
|
$4,433 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.01%
|
515
|
$1,787 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0%
|
50
|
$173 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
10
|
$34 | — | 31 Dec 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 Q1 2026
As of 31 Mar 2026,
BLOOMIA HOLDINGS, INC. - Common Stock (TULP) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
200,078 shares.
The largest 7 holders included
MORGAN STANLEY, VANGUARD CAPITAL MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, VANGUARD FIDUCIARY TRUST CO, BlackRock, Inc., UBS Group AG, and OSAIC HOLDINGS, INC..
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
10
Q1 2026 holders
7
Holder diff
-3
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.