| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Youakim Charles | 44% | $128,482,372 | 2,483,231 | Charles Youakim | 22 Aug 2024 | |||
| BlackRock, Inc. | 7.1% | $153,320,138 | 2,415,350 | BlackRock, Inc. | 31 Dec 2025 | |||
| Paradis Paul | 4.5% | $12,950,884 | 250,307 | Paul Paradis | 19 Nov 2024 |
As of 31 Dec 2025, 156 institutional investors reported holding 8,987,514 shares of Sezzle Inc. - Common Stock (SEZL). This represents 26% of the company’s total 34,019,014 outstanding shares.
The largest institutional shareholders of Sezzle Inc. - Common Stock (SEZL) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.5% | 2,538,414 | +99% | 0% | $161,125,829 |
| VANGUARD GROUP INC | 3.5% | 1,188,883 | +17% | 0% | $75,464,349 |
| Accredited Investors Inc. | 2.7% | 913,042 | 3.1% | $57,955,341 | |
| STATE STREET CORP | 1.8% | 600,656 | +59% | 0% | $38,126,640 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4% | 489,382 | +2.2% | 0% | $31,068,035 |
| DIMENSIONAL FUND ADVISORS LP | 0.95% | 323,508 | +68% | 0% | $20,537,653 |
| MARSHALL WACE, LLP | 0.8% | 270,881 | -44% | 0.02% | $17,195,522 |
| MORGAN STANLEY | 0.79% | 267,067 | +17% | 0% | $16,952,098 |
| GOLDMAN SACHS GROUP INC | 0.77% | 261,860 | +46% | 0% | $16,621,564 |
| PRINCIPAL FINANCIAL GROUP INC | 0.51% | 174,781 | +185% | 0.01% | $11,094,224 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.44% | 148,900 | +6.8% | 0% | $9,451,442 |
| UBS Group AG | 0.34% | 114,426 | +114% | 0% | $7,263,190 |
| Bank of New York Mellon Corp | 0.29% | 98,436 | +83% | 0% | $6,248,197 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.26% | 88,859 | 0.17% | $5,640,325 | |
| FIRST TRUST ADVISORS LP | 0.23% | 77,327 | +115% | 0% | $4,908,331 |
| Verition Fund Management LLC | 0.21% | 72,879 | +431% | 0.03% | $4,625,995 |
| CITIGROUP INC | 0.21% | 71,292 | +2301% | 0% | $4,525,260 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.17% | 59,115 | 0.01% | $3,752,325 | |
| Twin Tree Management, LP | 0.17% | 57,673 | +17% | 0.37% | $3,660,794 |
| Whetstone Capital Advisors, LLC | 0.17% | 57,605 | +166% | 1.1% | $3,656,477 |
| LPL Financial LLC | 0.16% | 52,888 | -7.8% | 0% | $3,357,065 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 0.15% | 52,500 | +39% | 0.81% | $3,332,438 |
| SG Americas Securities, LLC | 0.15% | 49,749 | +55% | 0% | $3,158,000 |
| NAVELLIER & ASSOCIATES INC | 0.14% | 47,860 | -15% | 0.34% | $3,037,914 |
| JPMORGAN CHASE & CO | 0.14% | 46,794 | -19% | 0% | $2,970,249 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 8,987,514 | $570,667,694 | +$198,653,451 | $63.48 | 156 |
| 2025 Q3 | 10,191,573 | $810,678,475 | -$141,783,893 | $79.53 | 206 |
| 2025 Q2 | 10,793,487 | $1,934,568,110 | +$321,814,857 | $179.25 | 230 |
| 2025 Q1 | 8,961,522 | $312,667,492 | +$240,494,626 | $34.89 | 125 |
| 2024 Q4 | 1,268,283 | $324,424,406 | +$82,736,062 | $255.80 | 125 |
| 2024 Q3 | 963,351 | $165,331,257 | +$29,533,455 | $170.59 | 85 |
| 2024 Q2 | 781,591 | $68,946,310 | +$26,750,951 | $88.22 | 43 |
| 2024 Q1 | 480,254 | $40,574,633 | +$31,057,306 | $84.49 | 22 |
| 2023 Q4 | 113,764 | $2,329,101 | +$830,514 | $20.50 | 11 |
| 2023 Q3 | 113,639 | $1,477,404 | +$1,477,404 | $13.12 | 4 |