OSAM
SEZL

O'Shaughnessy Asset Management’s Sezzle SEZL Stock Holding History

O'Shaughnessy Asset 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
2025
Q4 		– Sell
-3,106
Closed -$247K – 2732
2025
Q3 		$247K Sell
3,106
-3,478
-53% -$399K ﹤0.01% 1851
2025
Q2 		$1.18M Buy
+6,584
New +$583K 0.01% 998

Other funds holding SEZL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

O'Shaughnessy Asset Management's SEZL Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Sezzle (SEZL) in Q4 2025, closing a stake of 3,106 shares — an estimated $247K sold.

O'Shaughnessy Asset Management first reported a position in SEZL in Q2 2025 and held it in 2 quarters. The position peaked at $1.18M in Q2 2025. 219 funds tracked by Wall St. Rank hold SEZL as of Q4 2025.

  • O'Shaughnessy Asset Management reported no remaining Sezzle position as of Q4 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 3,106 Sezzle shares in Q4 2025, an estimated $247K.
  • O'Shaughnessy Asset Management first reported a position in Sezzle in Q2 2025 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Sezzle position peaked at $1.18M in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Sezzle as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.