PRTHNasdaqServices-Business Services, NECFiscal year ends December 31Also trades as PRTHU
Priority Technology Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$7.81−0.01 (-0.13%)
Close on Oct 19, 2026
- Market cap
- $654.66M
- P/E (TTM)
- 11.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
19M
Shares held, 13F filers
Institutional holders
132
34 new, 18 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $23.78K
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 |
|---|---|---|---|---|
| Thomas C. Priore | 46,566,776 | 56.50% | 13D (active) amendment | Sep 18, 2026 |
| John V. Priore | 4,071,574 | 5.40% | 13D (active) amendment | Jan 17, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PRTH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,367,047 | – | $15.79M | +633,673 | 0.00% |
| Buckley Capital Advisors, LLC | 2,091,942 | – | $13.95M | −44,271 | 8.64% |
| Steamboat Capital Partners, LLC | 1,335,669 | – | $8.91M | +58,273 | 1.91% |
| FourWorld Capital Management LLC | 1,328,085 | – | $8.86M | −255,819 | 8.06% |
| Vanguard Capital Management LLC | 1,219,181 | – | $8.13M | +8,436 | 0.00% |
| Geode Capital Management, LLC | 841,997 | – | $5.62M | +166,762 | 0.00% |
| Prelude Capital Management, LLC | 728,493 | – | $4.86M | −69,835 | 0.35% |
| Wells Fargo & Company/Mn | 657,568 | – | $4.39M | −32,167 | 0.00% |
| State Street Corp | 574,845 | – | $3.83M | +103,760 | 0.00% |
| Norwood Investment Partners, LP | 542,000 | – | $3.62M | −14,016 | 4.99% |
| Dimensional Fund Advisors LP | 522,340 | – | $3.49M | +85,201 | 0.00% |
| Aqr Capital Management LLC | 468,283 | – | $3.12M | +311,499 | 0.00% |
| Boothbay Fund Management, LLC | 436,019 | – | $2.91M | −95,673 | 0.04% |
| Rebalance, LLC | 404,114 | – | $2.70M | – | 0.14% |
| Beartown Capital Management, LLC | 400,000 | – | $2.67M | – | 1.17% |
| Northern Trust Corp | 356,161 | – | $2.38M | +118,211 | 0.00% |
| UBS Group AG | 254,760 | – | $1.70M | +37,356 | 0.00% |
| Marble Bar Asset Management LLP | 251,836 | – | $1.68M | −43,472 | 1.17% |
| Bank Of America Corp /De/ | 243,552 | – | $1.62M | +34,336 | 0.00% |
| Vanguard Portfolio Management LLC | 234,290 | – | $1.56M | +67,960 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 132 | 19M | 34 / 52 | 25 / 18 | 3M | 2M |
| Q1 2026 | 117 | 18M | 27 / 31 | 42 / 25 | 5M | 7M |
| Q4 2025 | 117 | 22M | 27 / 43 | 37 / 26 | 10M | 5M |
| Q3 2025 | 116 | 17M | 23 / 59 | 22 / 26 | 4M | 4M |
| Q2 2025 | 119 | 17M | 28 / 53 | 27 / 19 | 3M | 4M |
| Q1 2025 | 110 | 18M | 39 / 48 | 12 / 20 | 12M | 4M |
| Q4 2024 | 92 | 11M | 42 / 27 | 15 / 6 | 3M | 2M |
| Q3 2024 | 56 | 10M | 12 / 23 | 9 / 5 | 2M | 0M |
| Q2 2024 | 50 | 9M | 10 / 13 | 16 / 8 | 1M | 1M |
| Q1 2024 | 48 | 9M | 16 / 12 | 14 / 1 | 1M | 1M |
| Q4 2023 | 33 | 9M | 1 / 14 | 8 / 4 | 0M | 0M |
| Q3 2023 | 37 | 9M | 2 / 10 | 14 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PRTH | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF | 972,523 | – | $6.49M | 0.01% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 876,964 | – | $5.85M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 373,922 | – | $2.43M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 314,360 | – | $2.10M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 290,867 | – | $1.94M | 0.01% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 145,542 | – | $930.01K | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 136,170 | – | $870.13K | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 130,929 | – | $851.04K | 0.01% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 128,654 | – | $822.10K | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 119,552 | – | $777.09K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 115,433 | – | $769.94K | 0.05% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 99,987 | – | $649.92K | 0.01% | Jul 31, 2026 |
| Schwab Small-Cap Index Fund | 83,988 | – | $545.92K | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Equity Fund | 65,112 | – | $423.23K | 0.04% | Jul 31, 2026 |
| Master Small Cap Index Series | 55,167 | – | $367.96K | 0.01% | 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 | Latest filing |
|---|---|---|---|
| Thomas Charles Priore | President, CEO and Chairman, Director, 10% owner | 46,566,776 | Feb 9, 2026 |
| Tim O'Leary | Chief Financial Officer | 329,286 | Sep 22, 2026 |
| Yi Sun | Chief Technology Officer | 12,681 | Sep 16, 2026 |
| Ranjana Ram | Chief Operating Officer | 696,704 | Sep 16, 2026 |
| Rohan Harihar Mani | Chief Revenue Officer | – | Jul 23, 2026 |
| Bradley J. Miller | General Counsel and CRO | 231,598 | Apr 9, 2026 |
| Rajiv Kumar | Chief Accounting Officer | 50,370 | Feb 20, 2026 |
| Sean Kiewiet | Chief Strategy Officer | 732,366 | Feb 20, 2026 |
| Michael Passilla | Director | 213,508 | Jul 23, 2026 |
| Christina M. Favilla | Director | 137,822 | Jul 23, 2026 |
| Clayton James Main | Director | 17,267 | Jul 23, 2026 |
| Marc A. Crisafulli | Director | 96,398 | Jul 23, 2026 |
| Marietta Davis | Director | 86,676 | Jul 23, 2026 |
| John Vito Priore | 10% owner | 4,067,207 | Sep 28, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Tim O'Leary Chief Financial Officer | Sep 19, 2026 | Returned to company | −27,352 | $5.83 | $159.46K | 329,286 |
| Tim O'Leary Chief Financial Officer | Sep 19, 2026 | Option exercise | +31,496 | – | – | 356,638 |
| Tim O'Leary Chief Financial Officer | Sep 19, 2026 | Option exercise | +61,727 | – | – | 325,142 |
| Yi Sun Chief Technology Officer | Aug 1, 2026 | Award | +25,000 | – | – | 73,005 |
| Yi Sun Chief Technology Officer | Aug 1, 2026 | Returned to company | −7,338 | $6.50 | $47.70K | 65,667 |
| Marietta Davis Director | Jul 1, 2026 | Sale | −1,168 | $6.67 | $7.79K | 86,676 |
| Marietta Davis Director | Jul 1, 2026 | Option exercise | +4,296 | – | – | 87,844 |
| Michael Passilla Director | Jul 1, 2026 | Sale | −1,168 | $6.67 | $7.79K | 137,456 |
| Michael Passilla Director | Jul 1, 2026 | Option exercise | +4,296 | – | – | 138,624 |
| Christina M. Favilla Director | Jul 1, 2026 | Option exercise | +4,296 | – | – | 137,822 |
| Christina M. Favilla Director | Jul 1, 2026 | Sale | −1,229 | $6.67 | $8.20K | 136,593 |
| Clayton James Main Director | Jul 1, 2026 | Option exercise | +4,296 | – | – | 17,267 |
| Marc A. Crisafulli Director | Jul 1, 2026 | Option exercise | +4,296 | – | – | 96,398 |
| Michael Passilla Director | Apr 1, 2026 | Option exercise | +4,296 | – | – | 135,496 |
| Michael Passilla Director | Apr 1, 2026 | Returned to company | −1,168 | $4.72 | $5.51K | 134,328 |
| Marietta Davis Director | Apr 1, 2026 | Option exercise | +4,296 | – | – | 84,716 |
| Marietta Davis Director | Apr 1, 2026 | Returned to company | −1,168 | $4.72 | $5.51K | 83,548 |
| Christina M. Favilla Director | Apr 1, 2026 | Returned to company | −1,229 | $4.72 | $5.80K | 133,526 |
| Christina M. Favilla Director | Apr 1, 2026 | Option exercise | +4,296 | – | – | 134,755 |
| Clayton James Main Director | Apr 1, 2026 | Option exercise | +4,296 | – | – | 12,971 |
| Marc A. Crisafulli Director | Apr 1, 2026 | Option exercise | +4,296 | – | – | 92,102 |
| Yi Sun Chief Technology Officer | Feb 18, 2026 | Returned to company | −5,268 | $5.50 | $28.97K | 12,681 |
| Ranjana Ram Chief Operating Officer | Feb 18, 2026 | Returned to company | −12,762 | $5.50 | $70.19K | 696,704 |
| Bradley J. Miller General Counsel and CRO | Feb 18, 2026 | Returned to company | −9,136 | $5.50 | $50.25K | 231,598 |
| Yi Sun Chief Technology Officer | Feb 18, 2026 | Option exercise | +17,949 | – | – | 17,949 |
| Rajiv Kumar Chief Accounting Officer | Feb 18, 2026 | Option exercise | +4,296 | – | – | 50,370 |
| Tim O'Leary Chief Financial Officer | Feb 18, 2026 | Option exercise | +46,154 | – | – | 263,415 |
| Sean Kiewiet Chief Strategy Officer | Feb 18, 2026 | Option exercise | +20,513 | – | – | 732,366 |
| Rajiv Kumar Chief Accounting Officer | Feb 18, 2026 | Option exercise | +3,847 | – | – | 49,921 |
| Bradley J. Miller General Counsel and CRO | Feb 18, 2026 | Option exercise | +20,513 | – | – | 264,133 |
| Ranjana Ram Chief Operating Officer | Feb 18, 2026 | Option exercise | +23,077 | – | – | 709,466 |
| Thomas Charles Priore President, CEO and Chairman, Director, 10% owner | Feb 8, 2026 | Option exercise | +63,898 | – | – | 34,066,776 |
| Thomas Charles Priore President, CEO and Chairman, Director, 10% owner | Feb 5, 2026 | Option exercise | +19,494 | – | – | 34,002,878 |
| Rajiv Kumar Chief Accounting Officer | Jan 5, 2026 | Returned to company | −11,571 | $5.32 | $61.56K | 56,074 |
| Rajiv Kumar Chief Accounting Officer | Jan 5, 2026 | Option exercise | +8,333 | – | – | 55,145 |
| Rajiv Kumar Chief Accounting Officer | Jan 5, 2026 | Option exercise | +12,500 | – | – | 67,645 |
| Rajiv Kumar Chief Accounting Officer | Jan 5, 2026 | Option exercise | +12,500 | – | – | 46,812 |
| Marietta Davis Director | Jan 1, 2026 | Option exercise | +2,437 | – | – | 81,083 |
| Marietta Davis Director | Jan 1, 2026 | Returned to company | −663 | $5.45 | $3.61K | 80,420 |
| Michael Passilla Director | Jan 1, 2026 | Option exercise | +2,437 | – | – | 131,863 |
| Michael Passilla Director | Jan 1, 2026 | Returned to company | −663 | $5.45 | $3.61K | 131,200 |
| Christina M. Favilla Director | Jan 1, 2026 | Option exercise | +2,437 | – | – | 131,156 |
| Christina M. Favilla Director | Jan 1, 2026 | Returned to company | −697 | $5.45 | $3.80K | 130,459 |
| Marc A. Crisafulli Director | Jan 1, 2026 | Option exercise | +2,437 | – | – | 87,806 |
| Marietta Davis Director | Oct 1, 2025 | Option exercise | +2,437 | – | – | 79,313 |
| Marietta Davis Director | Oct 1, 2025 | Returned to company | −667 | $6.87 | $4.58K | 78,646 |
| Michael Passilla Director | Oct 1, 2025 | Option exercise | +2,437 | – | – | 130,093 |
| Michael Passilla Director | Oct 1, 2025 | Returned to company | −667 | $6.87 | $4.58K | 129,426 |
| Christina M. Favilla Director | Oct 1, 2025 | Option exercise | +2,437 | – | – | 129,416 |
| Christina M. Favilla Director | Oct 1, 2025 | Returned to company | −697 | $6.87 | $4.79K | 128,719 |
| Marc A. Crisafulli Director | Oct 1, 2025 | Option exercise | +2,437 | – | – | 85,369 |
| Tim O'Leary Chief Financial Officer | Sep 19, 2025 | Option exercise | +49,751 | – | – | 249,446 |
| Tim O'Leary Chief Financial Officer | Sep 19, 2025 | Option exercise | +61,729 | – | – | 199,695 |
| Tim O'Leary Chief Financial Officer | Sep 19, 2025 | Option exercise | +31,496 | – | – | 280,942 |
| Tim O'Leary Chief Financial Officer | Sep 19, 2025 | Returned to company | −63,681 | $7.48 | $476.33K | 217,261 |
| Rajiv Kumar Chief Accounting Officer | Aug 21, 2025 | Sale | −10,000 | $8.00 | $80.00K | 46,074 |
| Marietta Davis Director | Jul 1, 2025 | Option exercise | +2,437 | – | – | 77,573 |
| Marietta Davis Director | Jul 1, 2025 | Returned to company | −697 | $7.78 | $5.42K | 76,876 |
| Michael Passilla Director | Jul 1, 2025 | Returned to company | −667 | $7.78 | $5.19K | 127,656 |
| Michael Passilla Director | Jul 1, 2025 | Option exercise | +2,437 | – | – | 128,323 |
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 |
|---|---|---|---|---|---|
| Bradley J. Miller Officer | Jun 11, 2025 | 100,000 | $876.50K | Jun 11, 2025 | Restricted Stock Units / Compensation |
| Kiewiet Sean Officer | Nov 26, 2024 | 300,000 | $2.62M | Nov 26, 2024 | Founder shares which were exchanged for post-merger shares from the Priority Holdings LLC & M I Acquisition In. on July 31, 2018 |
| Kiewiet Sean Officer | Oct 1, 2024 | 60,000 | $409.80K | Oct 1, 2024 | Founder shares which were exchanged for post-merger shares from the Priority Holdings LLC & M I Acquisition In. on July 31, 2018 |
| Priore Thomas Affiliate | Aug 20, 2024 | 60,000 | $294.00K | Aug 20, 2024 | Founder stock |
| Kiewiet Sean Officer | Jun 28, 2024 | 142,968 | $694.82K | Jun 28, 2024 | Founder shares which were exchanged for post-merger shares from the Priority Holdings LLC & M I Acquisition In. on July 31, 2018 |
| Kiewiet Sean Officer | May 14, 2024 | 100,000 | $349.00K | May 14, 2024 | Founder shares which were exchanged for post-merger shares from the Priority Holdings LLC & M I Acquisition In. on July 31, 2018 |
| Kiewiet Sean Officer | May 1, 2024 | 30,000 | $96.00K | May 1, 2024 | Founder Shares |
| Kiewiet Sean Affiliate | Jan 2, 2024 | 40,000 | $141.60K | Jan 2, 2024 | Founder Shares |
| Kiewiet Sean Affiliate | Sep 14, 2023 | 50,000 | $171.00K | Sep 14, 2023 | Founder Shares |
| Kiewiet Sean Officer | May 17, 2023 | 200,000 | $710.00K | May 17, 2023 | Founder shares exchanged for post merger shares from the Priority Holdings LLC and M I Acqusitions, Inc. |