KPLTNasdaqServices-Equipment Rental & Leasing, NECFiscal year ends December 31
Katapult Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$7.27+0.85 (+13.24%)
Close on Oct 19, 2026
- Market cap
- $39.92M
- P/E (TTM)
- 5.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
35.4%
2M of 5M shares
Institutional holders
26
3 new, 2 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $6.47K
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 |
|---|---|---|---|---|
| HHCF Series 21 Sub Holdco, LLC | 928,202 | 19.99% | 13D (active) amendment | Dec 11, 2025 |
| Advantage Insurance Inc. | 4,697,437 | 5.40% | 13G (passive) | Aug 11, 2026 |
| Blumberg Capital III, L.P. | 258,632 | 6.40% | 13G (passive) amendment | Dec 31, 2023 |
| BasePoint Group Inc. | 23,414,790 | 26.80% | 13D (active) | Aug 11, 2026 |
| William Allan Jones | 18,502,578 | 21.80% | 13D (active) | Aug 11, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KPLT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Iridian Asset Management LLC/Ct | 872,856 | 17.55% | $5.77M | −24,261 | 1.98% |
| Cantor Fitzgerald, L. P. | 323,886 | 6.51% | $2.14M | +170,770 | 0.01% |
| CIBC Bancorp USA Inc. | 134,814 | 2.71% | $891.12K | −547 | 0.00% |
| Vanguard Capital Management LLC | 107,554 | 2.16% | $710.93K | −164 | 0.00% |
| Venturi Wealth Management, LLC | 55,174 | 1.11% | $364.70K | – | 0.01% |
| OCO Capital Partners, L.P. | 50,000 | 1.01% | $330.50K | – | 0.06% |
| Geode Capital Management, LLC | 45,319 | 0.91% | $299.70K | −2,947 | 0.00% |
| BlackRock, Inc. | 42,307 | 0.85% | $279.65K | +9,757 | 0.00% |
| Goldman Sachs Group Inc | 26,080 | 0.52% | $172.39K | −5,276 | 0.00% |
| State Street Corp | 20,979 | 0.42% | $138.67K | – | 0.00% |
| Vanguard Fiduciary Trust Co | 20,873 | 0.42% | $137.97K | +164 | 0.00% |
| Renaissance Technologies LLC | 16,397 | 0.33% | $108.38K | −600 | 0.00% |
| Citadel Advisors LLC | 14,726 | 0.30% | $97.34K | New | 0.00% |
| Northern Trust Corp | 11,061 | 0.22% | $73.11K | – | 0.00% |
| Aptus Capital Advisors, LLC | 10,122 | 0.20% | $66.91K | – | 0.00% |
| Blue Owl Capital Holdings LP | 5,421 | 0.11% | $5.37K | – | 0.00% |
| Vanguard Global Advisers, LLC | 783 | 0.02% | $5.18K | – | 0.00% |
| SRS Capital Advisors, Inc. | 300 | 0.01% | $1.98K | New | 0.00% |
| UBS Group AG | 276 | 0.01% | $1.82K | – | 0.00% |
| Osaic Holdings, Inc. | 97 | 0.00% | $640 | – | 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 | 26 | 2M | 35.4% | 3 / 3 | 6 / 2 | 0M | 0M |
| Q1 2026 | 25 | 2M | 32.4% | 5 / 3 | 5 / 7 | 0M | 0M |
| Q4 2025 | 29 | 2M | 34.0% | 11 / 7 | 6 / 6 | 1M | 0M |
| Q3 2025 | 24 | 1M | 23.8% | 5 / 8 | 6 / 7 | 0M | 0M |
| Q2 2025 | 26 | 1M | 27.8% | 5 / 9 | 5 / 4 | 0M | 0M |
| Q1 2025 | 25 | 1M | 25.2% | 5 / 9 | 7 / 4 | 0M | 0M |
| Q4 2024 | 24 | 1M | 20.3% | 2 / 9 | 6 / 2 | 0M | 0M |
| Q3 2024 | 24 | 1M | 19.5% | 4 / 9 | 4 / 1 | 0M | 0M |
| Q2 2024 | 23 | 1M | 15.5% | 6 / 6 | 4 / 3 | 0M | 0M |
| Q1 2024 | 20 | 1M | 12.9% | 1 / 7 | 4 / 5 | 0M | 0M |
| Q4 2023 | 24 | 1M | 13.4% | 4 / 8 | 5 / 3 | 0M | 0M |
| Q3 2023 | 23 | 1M | 21.8% | 22 / 0 | 0 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KPLT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 64,323 | 1.29% | $425.18K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 43,231 | 0.87% | $285.76K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 21,050 | 0.42% | $127.77K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 9,210 | 0.19% | $60.88K | 0.00% | Jun 30, 2026 |
| T. Rowe Price Extended Equity Market Index Fund | 8,500 | 0.17% | $56.19K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 8,286 | 0.17% | $50.30K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 7,316 | 0.15% | $48.36K | 0.03% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 5,709 | 0.11% | $34.65K | 0.00% | May 31, 2026 |
| Dimensional US Core Equity 1 ETF | 1,866 | 0.04% | $11.91K | 0.00% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 1,651 | 0.03% | $10.02K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 547 | 0.01% | $3.62K | 0.00% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -439 | -0.01% | -$2.90K | -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 |
|---|---|---|---|---|
| Kyle Hanson | Executive Chairman, Director | 1,529,239 | 30.75% | Aug 18, 2026 |
| Cory J. Miller | Chief Executive Officer, Director | 268,920 | 5.41% | Aug 12, 2026 |
| Nancy A. Walsh | Chief Financial Officer | 35,104 | 0.71% | Aug 13, 2026 |
| Derek Medlin | Chief Operating Officer | 53,299 | 1.07% | Aug 13, 2026 |
| Russell Falkenstein | Chief Financial Officer | 224,100 | 4.51% | Aug 12, 2026 |
| Rachel G. George | Chief Legal Officer | 493,745 | 9.93% | Aug 12, 2026 |
| Douglass L. Noe | Chief Accounting Officer | – | – | Aug 12, 2026 |
| William C. Baker | President | 1,661,129 | 33.41% | Aug 12, 2026 |
| Kaitlin Folan | Chief Accounting Officer | 8,149 | 0.16% | Nov 19, 2025 |
| Donald Gayhardt | Director | 24,603,824 | 494.81% | Aug 13, 2026 |
| Orlando Zayas | Director | 107,608 | 2.16% | Aug 13, 2026 |
| Jennifer A. Baldock | Director | 596,320 | 11.99% | Aug 12, 2026 |
| Eugene R. Schutt Jr | Director | 596,320 | 11.99% | Aug 12, 2026 |
| William A. Jones III | Director | – | – | Aug 12, 2026 |
| Michael MH Heller | Director | 596,320 | 11.99% | Aug 12, 2026 |
| Lynn DeVault | Director | 203,202 | 4.09% | Aug 12, 2026 |
| Philip K. Bartow III | Director | 28,435 | 0.57% | May 4, 2026 |
| Gregory L. Zink | Director | 33,552 | 0.67% | May 4, 2026 |
| Jeffrey Rubin | Director | 7,456 | 0.15% | Nov 5, 2025 |
| Jane J. Thompson | Director | 44,535 | 0.90% | Oct 9, 2025 |
| Christopher A. Masto | Director | 24,582,845 | 494.39% | Jun 9, 2025 |
| Jones Capitalcorp, LLC | 10% owner | 17,860,847 | 359.20% | Aug 20, 2026 |
| Janie P. Jones | 10% owner | – | – | Aug 20, 2026 |
| William Allan Jones | 10% owner | – | – | Aug 20, 2026 |
| Janie Jones Family Trust 1999 | 10% owner | – | – | Aug 20, 2026 |
| Hawthorn Horizon Credit Fund LLC, Series 21 | 10% owner | – | – | Aug 13, 2026 |
| Lane Risser | 10% owner | – | – | Aug 13, 2026 |
| HHCF Series 21 Sub, LLC | 10% owner | – | – | Aug 13, 2026 |
| HHCF Series 21 Sub Holdco, LLC | 10% owner | 32,262 | 0.65% | Aug 13, 2026 |
| IQV Holdco, LLC | 10% owner | 11,416,415 | 229.60% | Aug 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kyle Hanson Executive Chairman, Director | Aug 11, 2026 | Award | +628,931 | – | – | 628,931 |
| Kyle Hanson Executive Chairman, Director | Aug 11, 2026 | Other | +900,308 | – | – | 900,308 |
| HHCF Series 21 Sub Holdco, LLC 10% owner | Aug 11, 2026 | Sale | −612,985 | – | – | 32,262 |
| Orlando Zayas Director | Aug 11, 2026 | Returned to company | −20,468 | – | – | 107,608 |
| Orlando Zayas Director | Aug 11, 2026 | Tax withholding | −2,608 | $8.00 | $20.86K | 128,076 |
| Lynn DeVault Director | Aug 11, 2026 | Award | +203,202 | – | – | 203,202 |
| Michael MH Heller Director | Aug 11, 2026 | Award | +596,320 | – | – | 596,320 |
| Kyle Hanson Executive Chairman, Director | Aug 11, 2026 | Award | +3,505,145 | – | – | 3,505,145 |
| Kyle Hanson Executive Chairman, Director | Aug 11, 2026 | Other | +900,308 | – | – | 4,405,453 |
| Kyle Hanson Executive Chairman, Director | Aug 11, 2026 | Award | +628,931 | – | – | 628,931 |
| Jennifer A. Baldock Director | Aug 11, 2026 | Award | +596,320 | – | – | 596,320 |
| KMJ Group Holdings, LLC 10% owner | Aug 11, 2026 | Other | −11,369,326 | – | – | 47,179 |
| Russell Falkenstein Chief Financial Officer | Aug 11, 2026 | Award | +224,100 | – | – | 224,100 |
| Russell Falkenstein Chief Financial Officer | Aug 11, 2026 | Award | −393,082 | – | – | 617,182 |
| Cory J. Miller Chief Executive Officer, Director | Aug 11, 2026 | Award | +268,920 | – | – | 268,920 |
| Cory J. Miller Chief Executive Officer, Director | Aug 11, 2026 | Award | −511,006 | – | – | 779,926 |
| William C. Baker President | Aug 11, 2026 | Award | +1,268,047 | – | – | 1,268,047 |
| William C. Baker President | Aug 11, 2026 | Award | −393,082 | – | – | 393,082 |
| Eugene R. Schutt Jr Director | Aug 11, 2026 | Award | +594,320 | – | – | 596,320 |
| Rachel G. George Chief Legal Officer | Aug 11, 2026 | Award | −314,465 | – | – | 493,745 |
| Rachel G. George Chief Legal Officer | Aug 11, 2026 | Award | +179,280 | – | – | 179,280 |
| HHCF Series 21 Sub Holdco, LLC 10% owner | Aug 10, 2026 | Sale | −765 | $6.36 | $4.87K | 645,499 |
| HHCF Series 21 Sub Holdco, LLC 10% owner | Aug 10, 2026 | Option exercise | +160,000 | $0.01 | $1.60K | 646,264 |
| HHCF Series 21 Sub Holdco, LLC 10% owner | Aug 10, 2026 | Sale | −252 | $6.36 | $1.60K | 645,247 |
| HHCF Series 21 Sub Holdco, LLC 10% owner | Aug 10, 2026 | Option exercise | +486,264 | $0.01 | $4.86K | 486,264 |
| Derek Medlin Chief Operating Officer | May 15, 2026 | Tax withholding | −622 | $6.76 | $4.20K | 53,299 |
| Nancy A. Walsh Chief Financial Officer | May 15, 2026 | Tax withholding | −1,424 | $6.76 | $9.63K | 35,104 |
| Orlando Zayas Chief Executive Officer, Director | May 15, 2026 | Tax withholding | −868 | $6.76 | $5.87K | 130,684 |
| Philip K. Bartow III Director | Apr 30, 2026 | Award | +20,979 | $7.15 | $150.00K | 28,435 |
| Gregory L. Zink Director | Apr 30, 2026 | Award | +20,979 | $7.15 | $150.00K | 33,552 |
| Donald Gayhardt Director | Apr 30, 2026 | Award | +20,979 | $7.15 | $150.00K | 62,460 |
| Nancy A. Walsh Chief Financial Officer | Feb 15, 2026 | Tax withholding | −2,492 | $6.51 | $16.22K | 36,528 |
| Orlando Zayas Chief Executive Officer, Director | Feb 15, 2026 | Tax withholding | −3,096 | $6.51 | $20.15K | 131,552 |
| Derek Medlin Chief Operating Officer | Feb 15, 2026 | Tax withholding | −1,890 | $6.51 | $12.30K | 53,921 |
| Gregory L. Zink Director | Nov 26, 2025 | Award | +12,573 | – | – | 12,573 |
| Derek Medlin Chief Operating Officer | Nov 17, 2025 | Tax withholding | −1,654 | $5.98 | $9.89K | 55,811 |
| Kaitlin Folan Chief Accounting Officer | Nov 17, 2025 | Tax withholding | −368 | $5.98 | $2.20K | 8,149 |
| Orlando Zayas Chief Executive Officer, Director | Nov 17, 2025 | Tax withholding | −2,729 | $5.98 | $16.32K | 134,648 |
| Nancy A. Walsh Chief Financial Officer | Nov 17, 2025 | Tax withholding | −2,219 | $5.98 | $13.27K | 39,020 |
| Jeffrey Rubin Director | Nov 3, 2025 | Award | +7,456 | $11.74 | $87.53K | 7,456 |
| Philip K. Bartow III Director | Nov 3, 2025 | Award | +7,456 | $11.74 | $87.53K | 7,456 |
| Derek Medlin Chief Operating Officer | Aug 15, 2025 | Tax withholding | −1,657 | $14.05 | $23.28K | 57,741 |
| Kaitlin Folan Chief Accounting Officer | Aug 15, 2025 | Tax withholding | −1,483 | $14.05 | $20.84K | 8,517 |
| Orlando Zayas Chief Executive Officer, Director | Aug 15, 2025 | Tax withholding | −2,728 | $14.05 | $38.33K | 137,377 |
| Nancy A. Walsh Chief Financial Officer | Aug 15, 2025 | Tax withholding | −2,374 | $14.05 | $33.35K | 41,239 |
| Jane J. Thompson Director | Jul 14, 2025 | Sale | −800 | $10.31 | $8.25K | 44,535 |
| Jane J. Thompson Director | Jun 4, 2025 | Award | +16,575 | $9.05 | $150.00K | 45,335 |
| Christopher A. Masto Director | Jun 4, 2025 | Award | +16,575 | $9.05 | $150.00K | 41,481 |
| Donald Gayhardt Director | Jun 4, 2025 | Award | +16,575 | $9.05 | $150.00K | 41,481 |
| Derek Medlin Chief Operating Officer | May 15, 2025 | Tax withholding | −1,656 | $7.65 | $12.67K | 59,398 |
| Orlando Zayas Chief Executive Officer, Director | May 15, 2025 | Tax withholding | −2,730 | $7.65 | $20.88K | 140,105 |
| Nancy A. Walsh Chief Financial Officer | May 15, 2025 | Tax withholding | −2,662 | $7.65 | $20.36K | 43,613 |
| Derek Medlin Chief Operating Officer | Mar 15, 2025 | Tax withholding | −2,653 | $11.47 | $30.43K | 61,054 |
| Orlando Zayas Chief Executive Officer, Director | Mar 15, 2025 | Tax withholding | −3,473 | $11.47 | $39.84K | 142,835 |
| Nancy A. Walsh Chief Financial Officer | Mar 15, 2025 | Tax withholding | −4,009 | $11.47 | $45.98K | 46,275 |
| Derek Medlin Chief Operating Officer | Feb 15, 2025 | Tax withholding | −1,299 | $9.87 | $12.82K | 63,707 |
| Orlando Zayas Chief Executive Officer, Director | Feb 15, 2025 | Tax withholding | −2,521 | $9.87 | $24.88K | 146,308 |
| Nancy A. Walsh Chief Financial Officer | Feb 15, 2025 | Tax withholding | −1,221 | $9.87 | $12.05K | 50,284 |
| Derek Medlin Chief Operating Officer | Nov 15, 2024 | Tax withholding | −1,137 | $6.63 | $7.54K | 65,006 |
| Orlando Zayas Chief Executive Officer, Director | Nov 15, 2024 | Tax withholding | −2,221 | $6.63 | $14.73K | 148,829 |
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 |
|---|---|---|---|---|---|
| Financial Technologies Corp. Curo Large Shareholder | Oct 15, 2025 | 531,000 | $6.53M | Oct 15, 2025 | Private Transaction |
| Orlando Zayas Officer, Director | Nov 29, 2023 | 5 | $63 | Nov 29, 2023 | RSU vest |
| Orlando Zayas Officer, Director | Nov 9, 2023 | 240 | $3.00K | Nov 9, 2023 | RSU vest |
| Orlando Zayas Officer, Director | Nov 8, 2023 | 3,322 | $42.20K | Nov 8, 2023 | RSU vest |
| Orlando Zayas Officer, Director | Nov 7, 2023 | 100 | $1.25K | Nov 7, 2023 | RSU vest |
| Orlando Zayas Officer, Director | Sep 18, 2023 | 15 | $188 | Sep 18, 2023 | RSU vest |