GIFTIFY, INC. - GIFT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | Reduced | 2,470,479 | 2,717 | 1.12% | 1.06% | 1 | -23,311 | -0.93% | Q4 2025 | Feb 03, 2026 |
| VANGUARD GROUP INC | History | Reduced | 475,429 | 522 | 0.0% | 0.0% | 2 | -1,888 | -0.4% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 160,262 | 176 | 0.0% | 0.0% | 3 | +1,657 | 1.04% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 86,553 | 95 | 0.0% | 0.0% | 4 | -8,447 | -8.89% | Q4 2025 | Feb 17, 2026 |
| waypoint wealth counsel | History | No change | 70,930 | 78 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Added to | 60,512 | 66 | 0.0% | 0.0% | 6 | +2,370 | 4.08% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 29,130 | 32 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 13,989 | 15 | 0.0% | — | 8 | +13,989 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,602 | 11 | 0.0% | 0.0% | 9 | +207 | 1.99% | Q4 2025 | Mar 25, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,638 | 6 | 0.0% | 0.0% | 10 | +636 | 12.71% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 1,222 | 1 | 0.0% | 0.0% | 11 | -4,547 | -78.82% | Q4 2025 | Jan 29, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -150,788 | -100.0% | Q3 2025 | Oct 17, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,007 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21 | 0 | — | — | — | -23 | -52.27% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |