Comparable stake leader
M3 PARTNERS LP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001854963.
Comparable stake leader
M3 PARTNERS LP
Disclosed value leader
Partner Colorado Credit Union
Comparable rows
13/47
Latest evidence
30 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
13 of 47 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| M3 PARTNERS LP |
13D/G
M3 Funds, LLC
|
4.8%
|
$73,951
308,000 shares
|
$0 | 30 Jun 2026 |
| M3F, Inc. |
13F
Company
|
4.8%
|
$74,000
308,000 shares
|
— | 30 Jun 2026 |
| HRT FINANCIAL LP |
13F
Company
|
2.7%
|
$42,000
175,043 shares
|
— | 30 Jun 2026 |
| Virtu Financial LLC |
13F
Company
|
2.6%
|
$41,000
170,146 shares
|
— | 30 Jun 2026 |
| JANE STREET GROUP, LLC |
13F
Company
|
1.7%
|
$26,517
110,487 shares
|
— | 30 Jun 2026 |
| Blue Owl Capital Holdings LP |
13F
Company
|
1.2%
|
$18,215
75,897 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.59%
|
$9,158
38,165 shares
|
— | 30 Jun 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.56%
|
$8,682
36,176 shares
|
— | 30 Jun 2026 |
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.
Forms 3/4/5 flow
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 13 Sep 2025.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-20 of 25 reporting-owner rows connected to SHF Holdings, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Partner Colorado Credit Union | 10%+ Owner | $10,942,080 | Mixed | 28 Sep 2022 | ||
| Joshua Mann | Director | $3,232,011 | Mixed | 28 Sep 2022 | ||
| 5AK, LLC | 10%+ Owner | $3,232,011 | Mixed | 28 Sep 2022 | ||
| Sundie Seefried | Director | $2,430,302 | Mixed | 24 Apr 2025 | ||
| Atalaya Capital Management LP | 10%+ Owner | $1,537,116 | Mixed | 27 Jun 2022 | ||
| John Darwin | Director | $1,336,770 | Mixed | 07 Dec 2023 | ||
| Dan Roda | EVP & Chief Operating Officer | $892,643 | Mixed | 11 Dec 2023 | ||
| Donald T. Emmi | Chief Legal Officer | $585,778 | Mixed | 06 Jun 2025 | ||
| Tyler Beuerlein | Chief Business Develop Officer | $571,688 | Mixed | 31 Dec 2023 | ||
| Karl Racine | Director | $77,003 | Mixed | 24 Apr 2025 | ||
| James H. Dennedy | Chief Financial Officer | $66,667 | Filing P/S | 23 May 2023 | ||
| Chris Fameree | Director | $9,610 | Mixed | 28 Sep 2022 | ||
| Peter Lansing Torres | Director | $9,610 | Mixed | 28 Sep 2022 | ||
| BOOTHBAY FUND MANAGEMENT, LLC | 10%+ Owner | Mixed | 29 Jun 2022 | |||
| John Burdiga | Director | Mixed | 23 Jun 2021 | |||
| Doug Fagan | Director | Mixed | 25 Apr 2025 | |||
| Jonathon F. Niehaus | Director | Mixed | 28 Apr 2025 | |||
| Jennifer Meyers | Director | Mixed | 29 Apr 2025 | |||
| Jonathan Summers | Director | Mixed | 24 Apr 2025 | |||
| Richard Carleton | Director | Mixed | 30 Sep 2025 |
Showing up to 300 recent insider transactions from the last 12 months.