OakChart

Katapult Holdings Inc

KPLTTechnology·Software - Infrastructure·USA·Small·NASD·Nov 11 • 3:59 PM ET

11.18-0.34 (-2.95%)
2026-11-12 00:40 CET
Market cap
977.46 USD m
Revenue, TTM
301.71 USD m
Net income, TTM
5.60 USD m
Free cash flow, TTM
-2.64 USD m
EPS diluted, TTM
1.49
P/E
7.49
Compare

Price

KPLT against its 20, 50 and 200-day averages
2050200beatearnings
4.006.008.0010.0012.00660K1.3MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26KPLTclose 11.1820-day 9.2950-day 7.68200-day 6.9011.1852w high52w low

11.8% under the 52-week high of 12.68 on 29 Oct 2026. 52-week low 3.85 on 8 Oct 2026. Last 15 sessions, 70.9% high to low

Volume 1.54× normal · the line is the 50-bar volume average

Profile

KPLT
52-week range, 83% of the way up
3.8512.68

Katapult Holdings, Inc is a scaled, technology and data-driven platform serving nonprime consumers seeking greater financial flexibility. Its brands like Aaron's, Katapult, and Community Choice Financial provide access to lease-to-own solutions, retail options, and consumer financial services across multiple stages of the customer's financial journey. The firm's proprietary data, artificial intelligence, and underwriting capabilities offer seamless integrations for merchant partners and mobile shopping experiences like Katapult Pay. The company was founded in August 2019 and is headquartered in Atlanta, GA.

Employees87
IPODec 30, 2019
Beta1.55
ATR, 14d1.13
Rel volume1.54
Short float6.96%
Insider own76.63%
Inst own2.08%

Snapshot

6 groups

Valuation

Index-
Market Cap948.61M
Enterprise Value999.00M
Income5.60M
Sales301.71M
Book/sh-7.52
Cash/sh0.28
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees87
IPODec 30, 2019

Ratios

P/E7.49
Forward P/E-
PEG-
P/S3.14
P/B-
P/C39.38
P/FCF-
EV/EBITDA4.60
EV/Sales3.31
Quick Ratio0.90
Current Ratio0.90
Debt/Eq-
LT Debt/Eq-
Option/ShortNo / Yes

Earnings

EPS (ttm)1.49
EPS next Y-2.40
EPS next Q-0.37
EPS this Y-
EPS next Y-
EPS next 5Y27.67%
EPS past 3/5Y77.92% 66.17%
Sales past 3/5Y11.67% -
EPS Y/Y TTM121.26%
Sales Y/Y TTM12.96%
EPS Q/Q13.67%
Sales Q/Q4.00%
EarningsNov 12 BMO
EPS/Sales Surpr.55.11% 2.27%

Ownership

Insider Own76.63%
Insider Trans-0.00%
Inst Own2.08%
Inst Trans-26.02%
ROA16.81%
ROE-
ROIC-
Gross Margin27.85%
Oper. Margin17.02%
Profit Margin1.86%
SMA2020.37%
SMA5045.63%
SMA20062.07%
Trades-

Technical

Shs Outstand84.85M
Shs Float19.83M
Short Float6.96%
Short Ratio4.91
Short Interest1.38M
52W High12.68 -11.83%
52W Low3.85 190.39%
Volatility11.64% 15.27%
ATR (14)1.13
RSI (14)62.92
Beta1.55
Rel Volume1.54
Avg Volume281.29K
Volume432,825

Performance

Perf Week11.24%
Perf Month151.24%
Perf Quarter54.85%
Perf Half Y66.62%
Perf YTD73.07%
Perf Year68.37%
Perf 3Y-9.84%
Perf 5Y-91.14%
Perf 10Y-
Recom3.00
Target Price6.75
Prev Close11.52
Price11.18
Change %-2.95%

Analyst ratings

latest 4 of 4
DateActionAnalystRating changeTargetImplied
Nov 13, 2024InitiatedSStephensEqual-Weight$9-19.5%
May 11, 2022DowngradeLLoop CapitalBuy → Hold$5 → $1-91.1%
Oct 05, 2021InitiatedCCantor FitzgeraldNeutral$6-46.3%
Jul 19, 2021UpgradeLLoop CapitalHold → Buy

Peers

Mkt cap
TickerCompanyMkt cap
UPBDUpbound Group Inc1.47B
PRGPROG Holdings Inc1.52B
PGYPagaya Technologies Ltd1.45B
DAVEDave Inc3.61B
SEZLSezzle Inc5.16B
AFRMAffirm Holdings Inc23.00B
OPFIOppFi Inc506.68M
OPRTOportun Financial Corp543.74M
ENVAEnova International Inc4.19B
ATLCAtlanticus Holdings Corp1.23B

Insider trading

1 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
HHCF Series 21 Sub, LLC10% OwnerAug 10 '26Sale6.361,0176,468645,247Aug 12 05:00 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWCiShares Micro-Cap ETFAUM: 1.22B
BUSMEA Bridgeway Ultra-Small Company Market ETFAUM: 111.21M
DFMCU.S. Micro Cap Portfolio ETF Class SharesAUM: 212.10M
DCORUS Core Equity 1 Portfolio ETF Class SharesAUM: 3.65B

News

latest 14 of 200

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-12--0.370--75.301
2026Q22026-08-04-0.548-1.220-1.41074.7673.101
2026Q12026-05-070.686-0.0400.06579.0282.001
2025Q42026-03-11-1.130-1.1303.77173.8976.301
2025Q32025-11-12-0.182-0.210-0.93874.0474.551
2025Q22025-08-13-1.176-1.130-1.62871.8970.401
2025Q12025-05-15-0.727-0.720-1.23271.9571.651
2024Q42025-03-28-1.771-1.090-2.11862.9662.351
2024Q32024-11-06-2.050--2.04760.3158.40-
2024Q22024-08-14-1.610--1.60758.8659.00-
2024Q12024-05-150.232--0.13465.0662.30-
2023Q42024-03-14-1.466-1.790-4.45556.7155.821
2023Q32023-11-08-0.710-1.790-0.70655.2553.191
2023Q22023-08-09-1.570-2.250-1.57454.5753.701
2023Q12023-05-11-0.090-0.100-2.29454.7253.401
2022Q42023-03-09-0.150-0.120-3.66247.9048.571

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2021FY6.5004.0006.580303.11300.09
2022FY-9.750-9.000-10.298207.98211.63
2023FY-5.821-4.170-8.969222.21221.56
2024FY-3.911-3.090-5.960247.19246.55
2025FY-3.670-3.670-0.111291.76294.25
2026FY--2.400--339.3
2027FY--1.480--405.7

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q3S2026-08-0410075.3075.3075.30
2026Q3S2026-07-2110075.3075.3075.30
2026Q3S2026-05-0710175.3075.3075.30
2026Q3S2026-03-1110083.0083.0083.00
2026Q3S2026-01-2620085.0083.0087.00
2026Q3S2025-11-1221085.0083.0087.00
2026Q3S2025-11-1120081.9580.9083.00
2026Q3S2025-11-1020081.9580.9083.00
2026Q3S2025-11-0920081.9580.9083.00
2026Q3S2025-11-0820081.9580.9083.00
2026Q3S2025-11-0720081.9580.9083.00
2026Q3S2025-11-0620081.9580.9083.00
2026Q3S2025-11-0520081.9580.9083.00
2026Q3S2025-11-0420081.9580.9083.00

Estimate history

EPS, annual-2.402-25.016.58-10.298-8.969-5.962-0.1111.4934
Period2019202020212022202320242025TTM
EPS, quarterly-1.607-2.047-2.118-1.232-1.628-0.9383.7710.065-1.405
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual00303.113209.497221.588247.194291.761301.71
Period2019202020212022202320242025TTM
Sales, quarterly58.86360.30762.96371.94671.88674.04473.88579.02174.761
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual1.2771.2773.9033.9434.0734.4474.754.792
Period2019202020212022202320242025MRQ
Shares, quarterly4.1694.2234.4474.4844.574.5894.754.7654.792
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Total Revenue301.71291.76247.19221.59209.50303.110.000.00
Total Expenses250.36262.81226.67211.36219.99301.460.800.17
Operating Income51.3528.9520.5310.23-10.491.66-0.80-0.17
Unusual Expense1.086.9128.6130.6011.51-36.5732.083.36
Net Income Before Taxes16.441.68-25.77-36.50-40.5221.75-31.73-2.96
Income Taxes0.260.320.140.17-0.050.540.200.10
Consolidated Net Income16.191.36-25.91-36.67-40.4721.21-31.93-3.07
Net Income From Continuing Operations16.191.36-25.91-36.67-40.4721.21-31.93-3.07
Net Income5.60-0.56-25.91-36.67-40.4721.21-31.93-3.07
EPS (Recurring)1.160.85-1.35-3.73-8.25-1.36-7.42-0.56
EPS (Basic, Before Extraordinaries)1.49-0.11-5.96-8.97-10.307.74-25.01-2.40
EPS (Diluted)1.49-0.11-5.96-8.97-10.306.58-25.01-2.40
Non-Operating Income (Expense)0.400.201.161.700.740.001.150.57
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense2.072.924.555.565.099.50--
Price To Earnings Ratio7.717.71---98.51--
Price To Sales Ratio0.120.110.120.200.450.90--
Gross Margin27.8527.5128.6128.7626.2429.36--
Operating Margin17.029.928.304.62-5.010.55--
Net Margin1.86-0.19-10.48-16.55-19.327.00--
Shares Outstanding4.794.754.454.073.943.901.281.28
Market Capitalization977.46977.4629.7044.2794.17328.82398.94311.17

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue74.7679.0273.8974.0471.8971.9562.9660.31
Total Expenses68.6368.0348.7065.0066.0065.8559.8559.30
Operating Income6.1310.9925.189.045.896.103.111.01
Unusual Expense7.432.34-16.848.158.336.677.955.38
Net Income Before Taxes-4.325.6420.12-5.00-7.77-5.66-9.54-8.84
Income Taxes0.07-0.040.28-0.050.060.030.030.05
Consolidated Net Income-4.395.6919.84-4.95-7.83-5.69-9.57-8.89
Net Income From Continuing Operations-4.395.6919.84-4.95-7.83-5.69-9.57-8.89
Net Income-7.720.3517.91-4.95-7.83-5.69-9.57-8.89
EPS (Recurring)-0.460.371.290.14-0.42-0.22-0.89-1.18
EPS (Basic, Before Extraordinaries)-1.410.073.77-0.94-1.63-1.23-2.12-2.05
EPS (Diluted)-1.410.073.77-0.94-1.63-1.23-2.12-2.05
Non-Operating Income (Expense)0.160.130.100.010.030.060.150.33
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense0.250.430.760.630.680.841.051.17
Price To Earnings Ratio7.71-------
Price To Sales Ratio0.120.130.110.220.140.190.120.19
Gross Margin25.7531.0626.1928.1925.2528.7023.9228.19
Operating Margin8.2013.9134.0912.218.198.474.941.67
Net Margin-10.320.4524.25-6.68-10.90-7.91-15.20-14.74
Shares Outstanding4.794.774.754.594.574.484.454.22
Market Capitalization977.4633.6430.4954.6534.1844.9129.7043.32

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Cash & Short Term Investments23.4816.5528.8169.8496.431.041.58
Short Term Receivables0.000.005.000.002.010.000.00
Investments0.000.000.000.000.00251.25250.57
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.00
Net Property, Plant & Equipment0.500.641.221.330.580.000.00
Other Intangible Assets83.8875.9865.8458.8867.150.000.00
Total Assets107.8793.17100.86130.05166.16252.38252.27
Total Debt79.17113.2581.42102.74100.230.000.00
Long Term Debt0.390.4481.1277.36100.230.000.00
Provision for Risks Charges0.000.000.000.000.000.000.00
Other Liabilities38.8726.7147.4329.3825.1354.3122.28
Total Liabilities118.04139.97128.85132.12125.3654.3122.28
Preferred Stock - Carrying Value0.000.000.000.000.000.000.00
Common Equity-38.08-46.79-27.99-2.0740.80198.07230.00
Total Shareholders Equity-38.08-46.79-27.99-2.0740.80198.07230.00
Accumulated Minority Interest0.000.000.000.000.000.000.00
Total Equity-38.08-46.79-27.99-2.0740.80198.07230.00
Total Liabilities & Stockholders Equity107.8793.17100.86130.05166.16252.38252.27
Book Value Per Share-8.02-10.52-6.87-0.5210.45155.15180.16
Tangible Book Value Per Share-8.46-10.99-7.34-0.9910.18155.15180.16
Full-Time Employees87949012013022
Price to Book Ratio-1.53-0.71-23.444.738.062.011.28
Return on Assets1.36-26.71-31.51-27.3310.13-12.65-
Return on Equity----208.9817.76-14.49-
Return on Invested Capital---69.01-53.7515.04-16.12-1.33
Quick Ratio0.890.652.312.5310.206.597.70
Current Ratio0.890.652.312.5310.206.597.70

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY
Funds from Operations233.16222.08179.33151.24131.90234.71-0.98-0.27
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital-235.76-234.01-211.90-168.65-152.75-232.54-0.010.12
Income Taxes Payable-------0.100.10
Cash from Operating Activities-2.60-11.93-32.57-17.41-20.852.17-0.99-0.16
Capital Expenditures-1.27-1.18-1.30-0.97-1.50-1.440.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.000.000.00-250.00
Purchase of Investments0.000.000.000.000.000.000.00-250.00
Sale Or Maturity of Investments0.000.000.000.000.000.000.000.00
Other Uses0.000.000.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.450.00
Cash from Investing Activities-1.20-1.10-1.30-0.97-1.50-1.440.45-250.00
Cash Dividends Paid0.000.000.000.000.000.000.000.00
Change in Capital Stock64.6764.41-0.40-0.35-0.28150.680.00252.24
Repurchase of Common Pref Stock-0.34-0.59-0.61-0.35-0.340.000.000.00
Sale of Common Pref Stock65.0165.010.210.000.07150.680.00252.24
Proceedsfrom Stock Options0.000.000.000.000.00150.000.00252.24
Issuance or Reduction of Debt, Net-45.77-44.4522.02-22.29-3.96-13.440.00-0.27
Change in Long Term Debt-45.77-44.4522.02-22.29-3.96-13.440.000.00
Issuance of Long Term Debt16.6616.6234.4214.2618.527.040.000.00
Reduction of Long Term Debt-62.42-61.07-12.41-36.55-22.48-20.470.000.00
Net Financing Active Other Cash Flow0.000.000.000.000.00-111.140.00-0.23
Other Financing Activities Uses----0.00-362.250.00-0.23
Cash from Financing Activities18.9019.9721.61-22.64-4.2426.100.00251.73
Net Change in Cash15.106.93-12.26-41.03-26.5926.83-0.531.58
Free Cash Flow-2.64-11.97-32.62-17.43-21.021.78-0.99-0.16
Preferred Dividends (Cash Flow)--0.000.000.000.000.000.00
Price to Free Cash Flow-----152.37--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments24.0928.1223.488.968.9914.31
Short Term Receivables0.000.000.000.000.000.00
Investments0.000.000.000.000.000.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment0.450.470.500.540.570.62
Other Intangible Assets77.4675.4183.8876.4581.0273.60
Total Assets101.99104.00107.8785.9490.5888.53
Total Debt74.4872.0579.17115.81112.92109.71
Long Term Debt0.360.380.390.410.420.43
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities35.6335.9738.8728.5031.7330.51
Total Liabilities110.12108.02118.04144.31144.65140.22
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity-36.03-31.93-38.08-58.37-54.06-51.69
Total Shareholders Equity-36.03-31.93-38.08-58.37-54.06-51.69
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity-36.03-31.93-38.08-58.37-54.06-51.69
Total Liabilities & Stockholders Equity101.99104.00107.8785.9490.5888.53
Book Value Per Share-7.52-6.70-8.02-12.72-11.83-11.53
Tangible Book Value Per Share-8.10-7.16-8.46-13.20-12.30-12.01
Full-Time Employees--87---
Price to Book Ratio-1.53-0.88-0.51-1.01-0.69-0.97
Return on Assets16.8113.231.36-31.52-32.43-31.80
Quick Ratio0.900.940.890.580.610.62
Current Ratio0.900.940.890.580.610.62

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Funds from Operations56.8861.3656.9557.9754.4552.71
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-62.96-49.15-69.67-53.98-61.09-49.27
Cash from Operating Activities-6.0812.21-12.733.99-6.633.44
Capital Expenditures-0.37-0.38-0.22-0.30-0.26-0.40
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.000.00
Purchase of Investments0.000.000.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.000.00
Other Uses0.000.000.000.000.000.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-0.37-0.38-0.14-0.30-0.26-0.40
Cash Dividends Paid0.000.000.000.000.000.00
Preferred Dividends (Cash Flow)---0.000.000.00
Change in Capital Stock-0.03-0.0864.94-0.16-0.09-0.27
Repurchase of Common Pref Stock-0.03-0.08-0.06-0.17-0.09-0.27
Sale of Common Pref Stock0.000.0065.000.010.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net2.45-7.11-37.54-3.561.66-5.01
Change in Long Term Debt2.45-7.11-37.54-3.561.66-5.01
Issuance of Long Term Debt7.551.307.430.383.685.13
Reduction of Long Term Debt-5.10-8.41-44.97-3.94-2.02-10.13
Net Financing Active Other Cash Flow0.000.000.000.000.000.00
Cash from Financing Activities2.42-7.1927.40-3.731.57-5.28
Net Change in Cash-4.034.6414.52-0.03-5.32-2.24
Free Cash Flow-6.0912.20-12.733.99-6.633.41

Revenue breakdown

Services-Equipment Rental & Leasing, NEC2024: 247.19M 2025: 291.76M
United States2024: 247.19M 2025: 291.76M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-306.96%1.4M19.8M256.17K
2026-10-156.39%1.3M19.8M168.27K
2026-09-305.33%1.1M19.8M139.80K
2026-09-151.28%0.3M19.8M62.43K
2026-08-3112.95%0.2M1.2M38.38K
2026-08-1416.63%0.2M1.0M29.12K
2026-07-314.16%0.1M3.4M14.28K
2026-07-154.43%0.1M3.3M15.49K
2026-06-304.43%0.1M3.3M15.87K
2026-06-154.86%0.2M3.3M16.36K
2026-05-294.93%0.2M3.2M19.45K
2026-05-156.11%0.2M3.2M19.49K
2026-04-306.71%0.2M3.1M20.15K
2026-04-158.02%0.3M3.2M22.62K
2026-03-318.72%0.3M3.1M27.74K
2026-03-1310.09%0.3M3.1M51.46K
2026-02-2710.35%0.3M3.1M392.58K
2026-02-1311.27%0.3M3.1M403.45K
2026-01-3010.99%0.3M3.1M428.72K
2026-01-1510.93%0.3M3.1M426.89K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-29SCHEDULE 13G/ASEC
2026-10-06EFFECTEffectiveness filing by commission orderSEC
2026-10-06424B3SEC
2026-10-02S-3/ASEC
2026-10-028-KCurrent report2026-09-30SEC
2026-10-01SCHEDULE 13G/ASEC
2026-09-15S-3Registration statement for specified transactions by certain issuers including face-amount certificate companiesSEC
2026-09-118-K/A2026-08-07SEC
2026-09-048-KCurrent report2026-09-02SEC
2026-08-31SCHEDULE 13GSEC
2026-08-288-KCurrent report2026-08-28SEC
2026-08-203Initial statement of beneficial ownership of securities2026-08-11SEC
2026-08-18SCHEDULE 13DSEC
2026-08-18SCHEDULE 13DSEC
2026-08-184/A2026-08-11SEC
2026-08-18SCHEDULE 13DSEC
2026-08-13SCHEDULE 13D/ASEC
2026-08-134Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-134Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-134Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-134Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-134Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-11SEC
2026-08-124Statement of changes in beneficial ownership of securities2026-08-11SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-08006.47K1
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
CANTOR FITZGERALD, L. P.6.80%
CIBC Bancorp USA Inc.2.83%
VANGUARD CAPITAL MANAGEMENT LLC2.26%
Venturi Wealth Management, LLC1.16%
VOYA INVESTMENT MANAGEMENT LLC1.12%
IRIDIAN ASSET MANAGEMENT LLC/CT1.08%
OCO Capital Partners, L.P.1.05%
BlackRock, Inc.0.89%
GOLDMAN SACHS GROUP INC0.55%
STATE STREET CORP0.44%

Funds

Fund% owned
VANGUARD TOTAL STOCK MARKET INDEX FUND1.35%
VANGUARD EXTENDED MARKET INDEX FUND0.91%
Fidelity Extended Market Index Fund0.41%
iShares Micro-Cap ETF0.19%
T. Rowe Price Extended Equity Market Index Fund0.18%
Fidelity Total Market Index Fund0.17%
Ultra-Small Company Market Fund0.15%
Fidelity Series Total Market Index Fund0.11%
Dimensional US Core Equity 1 ETF0.04%
Fidelity Nasdaq Composite Index Fund0.02%

OakChart. KPLT. Cached 15 minutes.