Divisadero Street Capital Management, LP SEZL — SEZZLE INC

Ownership history in Divisadero Street Capital Management, LP  ·  7 quarters on record

AI Ownership Summary

Divisadero Street Capital Management, LP reported SEZZLE INC (SEZL) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 10.38% in 2025 Q2. The latest visible filing shows SEZL at 6.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEZL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Divisadero Street Capital Management, LP's position in SEZZLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SEZL was reported at 6.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.38% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SEZL stock page Divisadero Street Capital Management, LP fund profile Divisadero Street Capital Management, LP full holdings
How Divisadero Street Capital Management, LP held SEZL — position size vs. price
% of Fund (quarterly)    SEZL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,649,531 +337,917 +25.8% 6.42% $283.1M 2026-08-14 $128.96
2026 Q1 ADDED — — — 1,311,614 +188,388 +16.8% 3.47% $83.0M 2026-05-15 $98.62
2025 Q4 REDUCED 24.8% -0.3% ✅ 1,123,226 -371,391 -24.8% 3.33% $71.3M 2026-02-17 $63.40
2025 Q3 ADDED — — — 1,494,617 +587,129 +64.7% 5.19% $118.9M 2025-11-14 $52.14
2025 Q2 REDUCED 30.6% -54.6% ✅ 907,488 -400,294 -30.6% 10.38% $162.7M 2025-08-14 $91.47
2025 Q1 ADDED — — — 1,307,782 +1,303,749 +32327.0% 4.59% $45.6M 2025-05-15 $90.10
2024 Q2 INITIATED — — — 4,033 — — 0.05% $356K 2024-08-12 $19.73

🏢 Other funds also holding SEZL

As of 2026 Q2 — sorted by position size

Accredited Investors Inc. 3Y 7Y 5.99% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 3.84% G2 Investment Partners Management LLC 3Y 7Y 3.72% Scientech Research LLC 1.18% Portolan Capital Management, LLC 3Y 7Y 0.87% NAVELLIER & ASSOCIATES INC 3Y 7Y 0.8% CVFG LLC 0.76% Lisanti Capital Growth, LLC 3Y 7Y 0.62% DRIEHAUS CAPITAL MANAGEMENT LLC 3Y 7Y 0.47% Caption Management, LLC 3Y 7Y 0.43%

FAQ About Divisadero Street Capital Management, LP and SEZL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Divisadero Street Capital Management, LP reported owning SEZL?

Divisadero Street Capital Management, LP reported SEZL across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SEZL position in Divisadero Street Capital Management, LP's portfolio?

The largest reported portfolio weight for SEZL was 10.38% in 2025 Q2.

What is the latest reported SEZL position on this page?

The most recent filing on this page is 2026 Q2, when Divisadero Street Capital Management, LP reported 1,649,531 shares, equal to 6.42% of portfolio, with an estimated market value of $283.1M.

What does the chart on this SEZL ownership page compare?

The chart compares Divisadero Street Capital Management, LP's quarterly SEZL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Divisadero Street Capital Management, LP time their SEZL position?

Based on 13F filing dates vs. subsequent SEZL price moves, Divisadero Street Capital Management, LP correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on SEZL relative to SPY over the holding period was +590.5%.

← Back to Divisadero Street Capital Management, LP Holdings