Netcapital Inc. - common stock (NCPL)

CUSIP: 64113L202

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / common stock
Shares outstanding
7,851,240
Total 13F shares
40,762
Share change
+3,779
Total reported value
$279,626
Price per share
$6.86
Number of holders
9
Value change
+$25,925
Number of buys
6
Number of sells
1

Quarterly Holders Quick Answers

What is CUSIP 64113L202?
CUSIP 64113L202 identifies NCPL - Netcapital Inc. - common stock in SEC institutional holdings data.

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Top shareholders of NCPL - Netcapital 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 by the holder's primary source 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
GlobexUS Holdings Corp.
3/4/5 13D/G
10%+ Owner
10%
from 13D/G
500,000
$1,120,000 26 Jun 2025
Lind Global Fund II LP
13D/G
4.9%
112,741
$226,609 -$180,416 31 Mar 2025
UBS Group AG
13F
Company
mixed-class rows
28,043
mixed-class rows
$42,727 31 Mar 2025
13F
Steven F. Geary
3/4/5
Director
mixed-class rows
274,574
mixed-class rows
$33,044 24 Apr 2024
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.15%
11,870
$20,179 31 Mar 2025
13F
BARD ASSOCIATES INC
13F
Company
class O/S missing
217,573
$5,440 31 Mar 2025
13F
CLEAR STREET LLC
13F
Company
class O/S missing
34,176
$1,435 31 Mar 2025
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
class O/S missing
17,609
$740 31 Mar 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0%
15
$26 31 Mar 2025
13F
MORGAN STANLEY
13F
Company
0%
7
$12 31 Mar 2025
13F
Allworth Financial LP
13F
Company
class O/S missing
375
$10 31 Mar 2025
13F
DEUTSCHE BANK AG\
13F
Company
0%
1
$2 31 Mar 2025
13F
Martin Robert Kay
3/4/5
CEO, Director
class O/S missing
1,000,000
03 Jan 2023
Coreen Sarah Kraysler
3/4/5
Chief Financial Officer
class O/S missing
220,000
03 Jan 2023
Cecilia Lenk
3/4/5
Director
class O/S missing
30,000
25 Apr 2023
Avi Liss
3/4/5
Director
class O/S missing
25,000
25 Apr 2023
Arnold Scott
3/4/5
Director
class O/S missing
20,000
25 Apr 2023

Institutional Holders of Netcapital Inc. - common stock (NCPL) as of Q2 2025

As of 30 Jun 2025, Netcapital Inc. - common stock (NCPL) was held by 9 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 40,762 shares. The largest 9 holders included GEODE CAPITAL MANAGEMENT, LLC, JANE STREET GROUP, LLC, Larson Financial Group LLC, UBS Group AG, Tower Research Capital LLC (TRC), CITIGROUP INC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, and DEUTSCHE BANK AG\. This page lists 9 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
5
Q2 2025 holders
9
Holder diff
4
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 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.
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