Divisadero Street Capital Management’s Sezzle SEZL Stock Holding History

Divisadero Street Capital Management’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	$83M	Buy	1,311,614 +188,388	+17%	+$12.8M	3.47%	8
2025 Q4	$71.3M	Sell	1,123,226 -371,391	-25%	-$25.3M	3.34%	11
2025 Q3	$119M	Buy	1,494,617 +587,129	+65%	+$67.4M	5.19%	3
2025 Q2	$163M	Sell	907,488 -400,294	-31%	-$35.4M	10.38%	1
2025 Q1	$45.6M	Buy	+1,307,782	New	+$55.4M	4.59%	4
2024 Q3	–	Sell	-24,198	Closed	-$356K	–	89
2024 Q2	$356K	Buy	+24,198	New	+$282K	0.05%	57

Other funds holding SEZL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Divisadero Street Capital Management's SEZL Position: Q1 2026 in Review

Divisadero Street Capital Management increased its Sezzle (SEZL) stake by 17% in Q1 2026, buying an estimated $12.8M and bringing the position to 1,311,614 shares worth $83M. The position accounts for 3.47% of the portfolio, ranked #8.

Divisadero Street Capital Management first reported a position in SEZL in Q2 2024 and has held it in 6 quarters since. The position peaked at $163M in Q2 2025. 220 funds tracked by Wall St. Rank hold SEZL as of Q1 2026.

Divisadero Street Capital Management held 1,311,614 shares of Sezzle worth $83M as of Q1 2026.
Divisadero Street Capital Management bought 188,388 Sezzle shares in Q1 2026, an estimated $12.8M.
Sezzle made up 3.47% of Divisadero Street Capital Management's portfolio in Q1 2026, its #8 holding.
Divisadero Street Capital Management first reported a position in Sezzle in Q2 2024 and has held it in 6 quarters since.
Divisadero Street Capital Management's Sezzle position peaked at $163M in Q2 2025.
220 funds tracked by Wall St. Rank held Sezzle as of Q1 2026.

Based on Divisadero Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.