Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Katapult Holdings Inc (KPLT)

25 + Investors. Track Smart Money conviction in KPLT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — KPLT

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added KPLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
25 funds currently hold this stock — 86% of the 3.0-year high of 29 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold KPLT compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

6 buying8 selling
Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 11 → 4 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 24% medium ■ 36% new
10 out of 25 hedge funds have held KPLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

5 → 6 → 11 → 4 → 3 new funds/Q
New funds entering each quarter: 6 → 11 → 4 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 44% veterans vs 36% newcomers

■ 44% veterans ■ 20% 1-2yr ■ 36% new
Entry-cohort mix of 25 holders: 11 (44%) are 2+ year veterans, 5 entered 1–2 years ago, and 9 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
10 of 25 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KPLT

In 2026 Q2, 6 hedge funds were net buyers of KPLT (3 opened a new position, 3 added to an existing one), while 8 reduced or exited (6 trimmed, 2 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 25.

Hedge Fund Ownership: KPLT

How many hedge funds hold KPLT — quarterly history vs. share price
Quarterly hedge fund ownership of KPLT vs. share price

Market Analysis: KPLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KPLT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: KPLT
25 + Investors

Track Smart Money conviction in KPLT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 24 4.17%
13F Shares 2M 2M -0.8%
Total Value $11M $11M -7.12%
New Positions 3 4 -1
Increased Positions 3 3 -
Closed Positions 2 9 -7
Reduced Positions 6 5 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KPLT

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

25 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KPLT. Verified SEC 13F-HR filings.

QUARTER:
Top 21 KPLT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Iridian Asset Management LLC/Ct 1.98% 872,856 $5.8M
2 OCO Capital Partners, L.P. 0.06% 50,000 $330K
3 Venturi Wealth Management, LLC 0.01% 55,174 $365K
4 Cantor Fitzgerald, L. P. 0.01% 161,943 $1.1M
5 CIBC Bancorp USA Inc. 0.00% 134,814 $891K
6 Aptus Capital Advisors, LLC 0.00% 10,122 $67K
7 Renaissance Technologies LLC 0.00% 16,397 $108K
8 Vanguard Fiduciary Trust Co 0.00% 20,873 $138K
9 Vanguard Capital Management LLC 0.00% 107,554 $711K
10 Goldman Sachs Group Inc 0.00% 26,080 $172K
11 Arax Advisory Partners 0.00% 300 $2K
12 Citadel Advisors LLC 0.00% 14,726 $97K
13 BlackRock, Inc. 0.00% 42,307 $280K
14 Winch Advisory Services, LLC 0.00% 1 —
15 Osaic Holdings, INC. 0.00% 97 —
16 Purpose Unlimited Inc. 0.00% 1 —
17 Group One Trading LLC 0.00% 25 —
18 UBS Group AG 0.00% 276 $2K
19 Barclays plc 0.00% 24 —
20 Morgan Stanley 0.00% 87 —
21 Wells Fargo & Company/Mn 0.00% 23 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Katapult Holdings Inc (KPLT)

What does the Smart Money Trend signal show for KPLT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added KPLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KPLT?

More sellers than buyers — 43% buying: Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KPLT holders?

Smaller funds dominant — 10% AUM from top-100: 10 of 25 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KPLT?

40% of holders stayed for 2+ years: 10 out of 25 hedge funds have held KPLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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