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Katapult Holdings
KPLT

23 hedge funds and large institutions have $11.1M invested in Katapult Holdings in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

26.32% more ownership

Funds ownership: 0.64% → 26.96% (+26%)

22% less capital invested

Capital invested by funds: $14.2M → $11.1M (-$3.14M)

41% less funds holding

Funds holding: 39 → 23 (-16)

80% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 20

Holders
23
Holders Change
-16
Holders Change %
-41.03%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
6
Closed
20
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
+$806K

Top Buyers

Rank Fund Capital Flow
1
IAM
Iridian Asset Management
Connecticut
+$6.33M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$724K
3
Boston Partners
Boston Partners
Massachusetts
+$322K
4
VWM
Venturi Wealth Management
Texas
+$273K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$122K

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$324K
2
State Street
State Street
Massachusetts
-$168K
3
SW
SkyOak Wealth
Michigan
-$142K
4
Northern Trust
Northern Trust
Illinois
-$117K
5
Charles Schwab
Charles Schwab
California
-$56.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
– -$56.5K -2,511 Closed
Group One Trading
27
Group One Trading
Illinois
– -$50.8K -2,256 Closed
FAM
28
Formidable Asset Management
Ohio
– -$33K -1,474 Closed
Squarepoint
29
Squarepoint
New York
– -$31.1K -1,380 Closed
Bank of New York Mellon
30
Bank of New York Mellon
New York
– -$20.3K -902 Closed
WFAG
31
Wescott Financial Advisory Group
Pennsylvania
– -$19.9K -887 Closed
TSS
32
Two Sigma Securities
New York
– -$19.7K -877 Closed
JIR
33
James Investment Research
Ohio
– -$18K -800 Closed
NA
34
NewEdge Advisors
Louisiana
– -$18K -800 Closed
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
– -$16.6K -740 Closed
CAM
36
Cresset Asset Management
Illinois
– -$11.3K -500 Closed
Simplex Trading
37
Simplex Trading
Illinois
– -$7K -316 Closed
UBS Group
38
UBS Group
Switzerland
– -$2.28K -101 Closed
CWM
39
CarsonAllaria Wealth Management
Illinois
– -$315 -14 Closed
Barclays
40
Barclays
United Kingdom
– -$96 -4 Closed
CG
41
Cutler Group
California
– +$16 +1 +33%
1
2

KPLT Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Katapult Holdings (KPLT) for Q3 2023, worth a combined $11.1M — down 22% from $14.2M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KPLT and 4 opened new positions — a net loss of 16 holders — while 6 trimmed existing stakes and 11 added.

The largest buyer was Iridian Asset Management, adding an estimated $6.33M. The largest seller was Tiger Global Management, exiting entirely with an estimated $324K sold.

  • 23 institutional investors held Katapult Holdings (KPLT) as of Q3 2023, down from 39 in Q2 2023.
  • Funds reported $11.1M of Katapult Holdings stock for Q3 2023, down 22% quarter-over-quarter.
  • 4 funds opened new Katapult Holdings positions in Q3 2023 and 20 closed out, a net change of -16 holders.
  • The largest Katapult Holdings buyer in Q3 2023 was Iridian Asset Management, an estimated $6.33M added.
  • The largest Katapult Holdings seller in Q3 2023 was Tiger Global Management, an estimated $324K sold.

Based on aggregated 13F filings for Q3 2023.