Capstone Investment Advisors
SEZL

Capstone Investment Advisors’s Sezzle SEZL Stock Holding History

Capstone Investment Advisors’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,317
Closed -$211K – 1822
2025
Q4 		$211K Buy
+3,317
New +$226K ﹤0.01% 1486
2025
Q3 		– Sell
-3,491
Closed -$626K – 2048
2025
Q2 		$626K Buy
+3,491
New +$309K ﹤0.01% 1045

Other funds holding SEZL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Investment Advisors's SEZL Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Sezzle (SEZL) in Q1 2026, closing a stake of 3,317 shares — an estimated $211K sold.

Capstone Investment Advisors first reported a position in SEZL in Q2 2025 and held it in 2 quarters. The position peaked at $626K in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Sezzle position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,317 Sezzle shares in Q1 2026, an estimated $211K.
  • Capstone Investment Advisors first reported a position in Sezzle in Q2 2025 and held it in 2 quarters.
  • Capstone Investment Advisors's Sezzle position peaked at $626K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.