| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | IRIDIAN ASSET MANAGEMENT LLC/CT | 897,117897,117 | $6M | 18.83% | TRIM -2% |
| 2 | CANTOR FITZGERALD, L. P. | 153,116153,116 | $1M | 3.21% | TRIM -6% |
| 3 | CIBC Bancorp USA Inc. | 135,361135,361 | $955,649 | 2.84% | NEW† |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 107,718107,718 | $760,489 | 2.26% | NEW† |
| 5 | Venturi Wealth Management, LLC | 55,17455,174 | $389,529 | 1.16% | — |
| 6 | OCO Capital Partners, L.P. | 50,00050,000 | $353,000 | 1.05% | — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 48,26648,266 | $340,901 | 1.01% | ADD 8% |
| 8 | BlackRock, Inc. | 32,55032,550 | $229,803 | 0.68% | TRIM -30% |
| 9 | GOLDMAN SACHS GROUP INC | 31,35631,356 | $221,373 | 0.66% | ADD 98% |
| 10 | STATE STREET CORP | 20,97920,979 | $148,112 | 0.44% | — |
| 11 | VANGUARD FIDUCIARY TRUST CO | 20,70920,709 | $146,206 | 0.43% | NEW |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 16,99716,997 | $119,999 | 0.36% | TRIM -2% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12,61612,616 | $89,069 | 0.26% | — |
| 14 | NORTHERN TRUST CORP | 11,06111,061 | $78,091 | 0.23% | — |
| 15 | Aptus Capital Advisors, LLC | 10,12210,122 | $71,461 | 0.21% | — |
| 16 | Blue Owl Capital Holdings LP | 405,421405,421 | $5,736 | 8.51% | — |
| 17 | Vanguard Global Advisers, LLC | 783783 | $5,528 | 0.02% | NEW |
| 18 | UBS Group AG | 4,8474,847 | $1,958 | 0.10% | ADD 17% |
| 19 | ARISTEIA CAPITAL, L.L.C. | 671,684671,684 | $1,814 | 14.10% | — |
| 20 | JONES FINANCIAL COMPANIES LLLP | 200200 | $1,424 | 0.00% | — |
| 21 | OSAIC HOLDINGS, INC. | 9797 | $684 | 0.00% | — |
| 22 | MORGAN STANLEY | 8787 | $614 | 0.00% | — |
| 23 | DME Capital Management, LP | 262,227262,227 | $603 | 5.50% | — |
| 24 | LMR Partners LLP | 77,13277,132 | $177 | 1.62% | — |
| 25 | GROUP ONE TRADING LLC | 2525 | $176 | 0.00% | — |
| 26 | WELLS FARGO & COMPANY/MN | 2323 | $162 | 0.00% | ADD 77% |
| 27 | WOLVERINE ASSET MANAGEMENT LLC | 64,53264,532 | $148 | 1.35% | — |
| 28 | Walleye Trading LLC | 49,39049,390 | $114 | 1.04% | — |
| 29 | Formidable Asset Management, LLC | 30,00030,000 | $108 | 0.63% | TRIM -25% |
| 30 | PRELUDE CAPITAL MANAGEMENT, LLC | 28,68028,680 | $66 | 0.60% | — |
| 31 | TWO SIGMA SECURITIES, LLC | 22,02222,022 | $51 | 0.46% | TRIM -51% |
| 32 | Ground Swell Capital, LLC | 12,74512,745 | $32 | 0.27% | NEW |
| 33 | Winch Advisory Services, LLC | 11 | $7 | 0.00% | — |
| 34 | Purpose Unlimited Inc. | 11 | $7 | 0.00% | — |
† NEW this big is usually a rename.
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CIBC Bancorp USA Inc. | +135,361 | $955,649 | OPEN |
| VANGUARD CAPITAL MANAGEMENT LLC | +107,718 | $760,489 | OPEN |
| VANGUARD FIDUCIARY TRUST CO | +20,709 | $146,206 | OPEN |
| GOLDMAN SACHS GROUP INC | +15,501 | $109,437 | ADD |
| Ground Swell Capital, LLC | +12,745 | $89,980 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| CIBC Private Wealth Group LLC | −135,513 | $956,722 | CLOSE |
| VANGUARD GROUP INC | −129,210 | $912,223 | CLOSE |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −30,856 | $217,843 | CLOSE |
| COBALT CAPITAL MANAGEMENT, INC. | −23,860 | $168,452 | CLOSE |
| TWO SIGMA SECURITIES, LLC | −22,968 | $162,154 | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| IRIDIAN ASSET MANAGEMENT LLC/CT | 438K | 577K | 565K | 309K | 920K | 897K | $6M |
| CANTOR FITZGERALD, L. P. | — | 71K | 134K | — | 163K | 153K | $1M |
| CIBC Bancorp USA Inc. | — | — | — | — | — | 135K | $955,649 |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 108K | $760,489 |
| Venturi Wealth Management, LLC | 55K | 55K | 55K | 55K | 55K | 55K | $389,529 |
| OCO Capital Partners, L.P. | — | — | — | — | 50K | 50K | $353,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 40K | 45K | 43K | 44K | 45K | 48K | $340,901 |
| BlackRock, Inc. | 45K | 42K | 49K | 45K | 46K | 33K | $229,803 |
| GOLDMAN SACHS GROUP INC | 91K | 91K | 96K | 107K | 16K | 31K | $221,373 |
| STATE STREET CORP | — | 13K | 13K | 18K | 21K | 21K | $148,112 |
| VANGUARD FIDUCIARY TRUST CO | — | — | — | — | — | 21K | $146,206 |
| RENAISSANCE TECHNOLOGIES LLC | 18K | 16K | 30K | 59K | 17K | 17K | $119,999 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12K | — | — | — | 13K | 13K | $89,069 |
| NORTHERN TRUST CORP | 20K | 21K | 21K | 17K | 11K | 11K | $78,091 |
| Aptus Capital Advisors, LLC | — | — | — | — | 10K | 10K | $71,461 |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
“No funds or other consideration were used by the Reporting Person to acquire the shares of Common Stock reported herein. On August 11, the Issuer completed its previously announced merger transaction (the Merger) in accordance with the terms and conditions of the Agreement and Plan of Merger, dated by December 11, 2025, by and among the Issuer, Katapult Merger Sub 1, Inc., Katapult Merger Sub 2, LLC, CCF Holdings LLC, and Aarons Intermediate Holdco, Inc. See Item 2.01 of the Issuers current repo”
“The information set forth in Items 3 and 6 is incorporated by reference in its entirety into this Item 4. On December 11, 2025, the Issuer entered into the Merger Agreement with Merger Sub 1, Merger Sub 2, CCFI, and Aaron's. Pursuant to the Merger Agreement, on August 11, 2026, (i) Merger Sub 1 merged with and into Aaron's, with Aaron's surviving as a wholly owned subsidiary of the Issuer (the "Aaron's Merger"), and (ii) Merger Sub 2 merged with and into CCFI, with CCFI surviving as a wholly own”
“Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On August 11, 2026, HHCF transferred 612,985 shares of the Issuer's Common Stock in a private transaction.”
“The information set forth in Item 3 hereof is hereby incorporated by reference. Lock-Up Agreements In connection and concurrently with the execution and delivery of the Merger Agreement, IQV Holdco and certain other CCF and Aaron's securityholders entered into a lock-up agreement (the "Lock-Up Agreement") with the Issuer, Aaron's and CCFI. The Lock-Up Agreement provides that, among other things, IQV Holdco may not sell, transfer, pledge or dispose of ("Transfer") any Common Stock for six months ”
SEC Schedule 13D/G XML · group aggregate.