GIFTIFY, INC. - GIFT
Detailed investor-level table based on 13F positions.
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 | No change | 2,470,479 | 2,470 | 1.3% | 1.12% | 1 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VANGUARD GROUP INC | History | No change | 475,429 | 522 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 382,852 | 382 | 0.0% | — | 3 | +382,852 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 207,977 | 207 | 0.0% | 0.0% | 4 | +47,715 | 29.77% | Q1 2026 | May 15, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | New | 142,398 | 142 | 0.04% | — | 5 | +142,398 | New | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 128,553 | 128 | 0.0% | 0.0% | 6 | +42,000 | 48.53% | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 100,606 | 100 | 0.0% | — | 7 | +100,606 | New | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 100,000 | 100 | 0.0% | — | 8 | +100,000 | New | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Added to | 63,452 | 63 | 0.0% | 0.0% | 9 | +2,940 | 4.86% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 29,130 | 29 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 16,018 | 16 | 0.0% | 0.0% | 11 | +2,029 | 14.5% | Q1 2026 | May 15, 2026 |
| waypoint wealth counsel | History | Reduced | 10,725 | 10 | 0.01% | 0.03% | 12 | -60,205 | -84.88% | Q1 2026 | Apr 23, 2026 |
| Vanguard Global Advisers, LLC | History | New | 9,831 | 9 | 0.0% | — | 13 | +9,831 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,653 | 2 | 0.0% | 0.0% | 14 | -2,985 | -52.94% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,602 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 92 | 0 | — | 0.0% | — | -1,130 | -92.47% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |