Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Katapult Holdings Inc (KPLT)

24 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
33%

Smart Money Signals — KPLT

Based on 24 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their KPLT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
24 funds currently hold this stock — 83% 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.
🔴

Heavy selling pressure — only 33% buying

7 buying14 selling
Last quarter: 14 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 11 → 4. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 38% long-term, 33% new

■ 38% conviction (2yr+) ■ 29% medium ■ 33% new
Of the 24 current holders: 9 (38%) held >2 years, 7 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~4 new funds/quarter

6 → 5 → 6 → 11 → 4 new funds/Q
New funds entering each quarter: 5 → 6 → 11 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 46% newcomers

■ 46% veterans ■ 8% 1-2yr ■ 46% new
Entry-cohort mix of 24 holders: 11 (46%) are 2+ year veterans, 2 entered 1–2 years ago, and 11 (46%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
8 of 24 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q1, 7 hedge funds were net buyers of KPLT (4 opened a new position, 3 added to an existing one), while 14 reduced or exited (5 trimmed, 9 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 24.

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

-- --

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

Is It Too Late to Buy Katapult Holdings Inc (KPLT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KPLT has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
KPLT
-10.9%
XLK
+44.0%

KPLT outperformed XLK by -54.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
KPLT
-7.0%
XLK
+8.6%

Since the filing became public, KPLT outperformed XLK by -15.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
24 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 29 -17.24%
13F Shares 2M 2M -4.88%
Total Value $11M $11M 3.13%
New Positions 4 11 -7
Increased Positions 3 7 -4
Closed Positions 9 7 +2
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KPLT

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Financial Highlights

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Institutional Holders (2026 Q1)

24 + 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 20 KPLT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Iridian Asset Management LLC/Ct 2.57% 897,117 $6.3M
2 OCO Capital Partners, L.P. 0.09% 50,000 $353K
3 Venturi Wealth Management, LLC 0.02% 55,174 $390K
4 Cantor Fitzgerald, L. P. 0.02% 153,116 $1.1M
5 Bridgeway Capital Management, LLC 0.00% 12,616 $89K
6 CIBC Bancorp USA Inc. 0.00% 135,361 $956K
7 Aptus Capital Advisors, LLC 0.00% 10,122 $71K
8 Renaissance Technologies LLC 0.00% 16,997 $120K
9 Vanguard Fiduciary Trust Co 0.00% 20,709 $146K
10 Goldman Sachs Group Inc 0.00% 31,356 $221K
11 Vanguard Capital Management LLC 0.00% 107,718 $760K
12 BlackRock, Inc. 0.00% 32,550 $230K
13 Winch Advisory Services, LLC 0.00% 1 —
14 Osaic Holdings, INC. 0.00% 97 —
15 Jones Financial Companies Lllp 0.00% 200 $1K
16 Group One Trading LLC 0.00% 25 —
17 UBS Group AG 0.00% 276 $2K
18 Purpose Unlimited Inc. 0.00% 1 —
19 Morgan Stanley 0.00% 87 —
20 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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their KPLT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for KPLT?

Heavy selling pressure — only 33% buying: Last quarter: 14 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for KPLT holders?

Smaller funds dominant — 7% AUM from top-100: 8 of 24 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KPLT?

Mixed — 38% long-term, 33% new: Of the 24 current holders: 9 (38%) held >2 years, 7 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Katapult Holdings Inc (KPLT) following the 2026 Q1 hedge fund 13F filings?

As of today, KPLT has moved -7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of -15.6%. Since the quarter end (March 31, 2026), KPLT has gained -10.9% vs +44.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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