BLNENasdaqMortgage Bankers & Loan CorrespondentsFiscal year ends December 31
Beeline Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$0.73−0.05 (-6.81%)
Close on Oct 19, 2026
- Market cap
- $22.90M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
12.7%
4M of 33M shares
Institutional holders
38
7 new, 8 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
16 buys · 0 sales
Net bought $644.04K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Nicholas Reyland Liuzza Jr. | 8,157,844 | 22.80% | 13D (active) amendment | Jun 17, 2026 |
| Sansar Capital Master Fund, L.P. | 3,042,906 | 9.90% | 13G (passive) | Mar 31, 2026 |
| Thomas Walsh | 1,932,499 | 6.20% | 13G (passive) | May 28, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BLNE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 1,098,851 | 3.34% | $1.34M | +840,339 | 0.00% |
| Mml Investors Services, LLC | 630,700 | 1.92% | $769.45K | New | 0.00% |
| Geode Capital Management, LLC | 279,156 | 0.85% | $340.73K | +5,009 | 0.00% |
| Perkins Capital Management Inc | 238,000 | 0.72% | $290.36K | −7,000 | 0.22% |
| EMG Holdings, L.P. | 195,781 | 0.59% | $238.85K | – | 0.19% |
| Gsa Capital Partners Llp | 174,799 | 0.53% | $213 | New | 0.01% |
| NewEdge Advisors, LLC | 169,700 | 0.52% | $207.03K | −83,150 | 0.00% |
| BlackRock, Inc. | 140,172 | 0.43% | $171.01K | +84,837 | 0.00% |
| Renaissance Technologies LLC | 130,695 | 0.40% | $159.45K | +113,739 | 0.00% |
| Vanguard Fiduciary Trust Co | 120,043 | 0.36% | $146.45K | +931 | 0.00% |
| LPL Financial LLC | 114,383 | 0.35% | $139.55K | +34,000 | 0.00% |
| Integrity Alliance, LLC. | 100,000 | 0.30% | $122.00K | New | 0.00% |
| State Street Corp | 97,420 | 0.30% | $118.85K | – | 0.00% |
| Citizens Financial Group Inc/Ri | 92,298 | 0.28% | $112.60K | – | 0.00% |
| Sowell Financial Services LLC | 91,447 | 0.28% | $111.57K | – | 0.00% |
| Centiva Capital, LP | 55,390 | 0.17% | $67.58K | −42,057 | 0.00% |
| Northern Trust Corp | 55,367 | 0.17% | $67.55K | +4,175 | 0.00% |
| Relyea Zuckerberg Hanson LLC | 50,000 | 0.15% | $61.00K | +10,000 | 0.01% |
| UBS Group AG | 42,776 | 0.13% | $52.19K | +22,954 | 0.00% |
| Creative Planning | 38,175 | 0.12% | $46.57K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 38 | 4M | 12.7% | 7 / 13 | 7 / 8 | 2M | 2M |
| Q1 2026 | 39 | 5M | 14.0% | 15 / 9 | 7 / 7 | 1M | 1M |
| Q4 2025 | 32 | 4M | 13.6% | 14 / 6 | 7 / 6 | 3M | 1M |
| Q3 2025 | 24 | 3M | 7.8% | 14 / 6 | 1 / 2 | 2M | 0M |
| Q2 2025 | 12 | 0M | 1.1% | 7 / 1 | 3 / 3 | 0M | 0M |
| Q1 2025 | 8 | 0M | 0.9% | 8 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BLNE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 738,219 | 2.24% | $900.63K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 257,581 | 0.78% | $314.25K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 126,236 | 0.38% | $165.37K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 79,515 | 0.24% | $97.01K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 40,997 | 0.12% | $53.71K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 34,911 | 0.11% | $45.73K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 17,899 | 0.05% | $23.45K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 5,322 | 0.02% | $6.49K | 0.00% | Jun 30, 2026 |
| Total Stock Market Index Trust | 622 | 0.00% | $759 | 0.00% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -9,681 | -0.03% | -$11.81K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Nicholas Reyland Liuzza JR | Chief Executive Officer, Director, 10% owner | 5,296,798 | 16.09% | Sep 14, 2026 |
| Geoffrey C. Gwin | CEO, Director | 342,947 | 1.04% | Nov 1, 2024 |
| Tiffany Milton | Chief Accounting Officer | 25,507 | 0.08% | May 19, 2026 |
| Christopher R. Moe | Chief Financial Officer | 50,000 | 0.15% | May 19, 2026 |
| Stephen Michael Romano | Director | 166,463 | 0.51% | Sep 10, 2026 |
| Knuettel Francis II | Director | 130,000 | 0.39% | Sep 10, 2026 |
| Joseph Caltabiano | Director | 197,931 | 0.60% | Sep 10, 2026 |
| Joseph David Freedman | Director | 381,901 | 1.16% | Jun 1, 2026 |
| Eric J. Finnsson | Director | 90,901 | 0.28% | Oct 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 11, 2026 | Buy | +33,190 | $1.04 | $34.52K | 5,039,989 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 10, 2026 | Buy | +93,200 | $1.01 | $94.13K | 5,006,799 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 9, 2026 | Buy | +22,500 | $1.04 | $23.40K | 4,913,599 |
| Joseph Caltabiano Director | Sep 8, 2026 | Award | +50,000 | – | – | 197,931 |
| Stephen Michael Romano Director | Sep 8, 2026 | Award | +50,000 | – | – | 166,463 |
| Knuettel Francis II Director | Sep 8, 2026 | Award | +50,000 | – | – | 130,000 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 1, 2026 | Buy | +96,000 | $1.03 | $98.88K | 4,891,099 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Aug 31, 2026 | Buy | +245,000 | $0.98 | $240.10K | 4,795,099 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Aug 27, 2026 | Buy | +5,000 | $1.06 | $5.30K | 4,550,099 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Aug 26, 2026 | Buy | +15,000 | $0.98 | $14.70K | 4,545,099 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Aug 25, 2026 | Buy | +2,500 | $1.02 | $2.55K | 4,530,099 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Aug 19, 2026 | Conversion | +333,333 | $1.50 | $500.00K | 4,527,599 |
| Joseph Caltabiano Director | Jul 22, 2026 | Award | +8,947 | – | – | 147,931 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Jun 30, 2026 | Award | +31,111 | $2.25 | $70.00K | 4,194,266 |
| Stephen Michael Romano Director | May 29, 2026 | Award | +30,000 | – | – | 116,463 |
| Stephen Michael Romano Director | May 28, 2026 | Award | +10,000 | – | – | 86,463 |
| Knuettel Francis II Director | May 28, 2026 | Award | +10,000 | – | – | 80,000 |
| Joseph David Freedman Director | May 28, 2026 | Award | +10,000 | – | – | 381,901 |
| Joseph Caltabiano Director | May 28, 2026 | Award | +10,000 | – | – | 138,984 |
| Tiffany Milton Chief Accounting Officer | May 19, 2026 | Buy | +10,000 | $1.02 | $10.20K | 10,003 |
| Tiffany Milton Chief Accounting Officer | May 19, 2026 | Buy | +5,000 | $1.02 | $5.10K | 15,003 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | May 19, 2026 | Buy | +51,525 | $1.04 | $53.59K | 4,196,248 |
| Christopher R. Moe Chief Financial Officer | May 19, 2026 | Buy | +10,000 | $1.04 | $10.40K | 50,000 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | May 14, 2026 | Returned to company | −70,454 | – | – | 4,144,723 |
| Joseph David Freedman Director | Apr 8, 2026 | Award | +7,010 | – | – | 371,901 |
| Knuettel Francis II Director | Dec 16, 2025 | Award | +30,000 | – | – | 70,000 |
| Joseph David Freedman Director | Nov 26, 2025 | Buy | +1,000 | $1.85 | $1.85K | 364,891 |
| Joseph David Freedman Director | Nov 21, 2025 | Buy | +3,000 | $1.46 | $4.38K | 363,891 |
| Christopher R. Moe Chief Financial Officer | Nov 19, 2025 | Buy | +20,000 | $1.68 | $33.60K | 40,000 |
| Joseph David Freedman Director | Nov 19, 2025 | Buy | +7,000 | $1.62 | $11.34K | 360,891 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Oct 10, 2025 | Conversion | +2,333,629 | $1.67 | $3.90M | 4,215,177 |
| Eric J. Finnsson Director | Oct 2, 2025 | Award | +88,913 | – | – | 90,901 |
| Knuettel Francis II Director | Oct 2, 2025 | Award | +40,000 | – | – | 40,000 |
| Stephen Michael Romano Director | Oct 2, 2025 | Award | +76,463 | – | – | 76,463 |
| Joseph David Freedman Director | Oct 2, 2025 | Award | +157,971 | – | – | 323,891 |
| Joseph David Freedman Director | Oct 2, 2025 | Award | +30,000 | – | – | 353,891 |
| Joseph Caltabiano Director | Oct 2, 2025 | Award | +30,000 | – | – | 128,984 |
| Joseph Caltabiano Director | Oct 2, 2025 | Award | +98,984 | – | – | 98,984 |
| Joseph David Freedman Director | Sep 25, 2025 | Buy | +10,000 | $4.22 | $42.20K | 165,920 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 23, 2025 | Gift | −9,000 | – | – | 256,809 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 23, 2025 | Gift | −9,000 | – | – | 256,809 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 19, 2025 | Gift | −12,343 | – | – | 247,809 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 19, 2025 | Gift | −12,343 | – | – | 247,809 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 15, 2025 | Gift | −11,750 | – | – | 235,466 |
| Nicholas Reyland Liuzza JR Chief Executive Officer, Director, 10% owner | Sep 15, 2025 | Gift | −11,750 | – | – | 235,466 |
| Christopher R. Moe Chief Financial Officer | Sep 3, 2025 | Buy | +3,007 | $1.64 | $4.93K | 17,571 |
| Christopher R. Moe Chief Financial Officer | Sep 3, 2025 | Buy | +2,429 | $1.65 | $4.01K | 20,000 |
| Christopher R. Moe Chief Financial Officer | Sep 3, 2025 | Buy | +6,270 | $1.64 | $10.28K | 8,355 |
| Christopher R. Moe Chief Financial Officer | Sep 3, 2025 | Buy | +6,209 | $1.65 | $10.24K | 14,564 |
| Christopher R. Moe Chief Financial Officer | Sep 3, 2025 | Buy | +2,085 | $1.63 | $3.40K | 2,085 |
| Tiffany Milton Chief Accounting Officer | Sep 3, 2025 | Buy | +10,000 | $1.59 | $15.90K | 10,003 |
| Joseph David Freedman Director | Jun 17, 2025 | Buy | +2,000 | $0.67 | $1.34K | 142,920 |
| Joseph David Freedman Director | Jun 17, 2025 | Buy | +1,380 | $0.67 | $925 | 144,300 |
| Joseph David Freedman Director | Jun 17, 2025 | Buy | +620 | $0.66 | $409 | 144,920 |
| Joseph David Freedman Director | Jun 17, 2025 | Buy | +2,000 | $0.67 | $1.34K | 146,920 |
| Joseph David Freedman Director | Jun 17, 2025 | Buy | +2,000 | $0.67 | $1.34K | 148,920 |
| Joseph David Freedman Director | Jun 17, 2025 | Buy | +5,000 | $0.67 | $3.35K | 155,920 |
| Joseph David Freedman Director | Jun 17, 2025 | Buy | +2,000 | $0.67 | $1.34K | 150,920 |
| Joseph David Freedman Director | Jun 16, 2025 | Buy | +13,383 | $0.69 | $9.23K | 128,712 |
| Joseph David Freedman Director | Jun 16, 2025 | Buy | +9,409 | $0.67 | $6.30K | 115,329 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Elizabeth Ann Levy-Navarro Officer | Jan 31, 2024 | 46,274 | $52.29K | Jan 31, 2024 | Equity Compensation |
| Elizabeth Ann Levy-Navarro Officer | Dec 12, 2023 | 5,000 | $5.40K | Dec 12, 2023 | Equity Compensation |