SEZLNasdaqServices-Business Services, NECFiscal year ends December 31
Sezzle Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$128.05+0.40 (+0.31%)
Close on Oct 19, 2026
- Market cap
- $4.45B
- P/E (TTM)
- 28.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
44.1%
15M of 34M shares
Institutional holders
324
132 new, 24 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
3 buys · 94 sales
Net sold $26.70M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 2,415,350 | 7.10% | 13G (passive) | Dec 31, 2025 |
| Charles Youakim | 13,413,162 | 39.60% | 13D (active) amendment | Sep 2, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SEZL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,543,246 | 7.55% | $436.50M | +5,289 | 0.01% |
| Divisadero Street Capital Management, LP | 1,649,531 | 4.90% | $283.11M | +337,917 | 6.42% |
| Accredited Investors Inc. | 807,442 | 2.40% | $138.58M | −79,200 | 5.99% |
| Vanguard Capital Management LLC | 760,318 | 2.26% | $130.49M | −3,301 | 0.00% |
| State Street Corp | 659,899 | 1.96% | $113.26M | +37,636 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 631,846 | 1.88% | $108.45K | +250,917 | 0.01% |
| Geode Capital Management, LLC | 557,752 | 1.66% | $95.74M | +36,714 | 0.01% |
| Morgan Stanley | 496,739 | 1.48% | $85.26M | +29,310 | 0.00% |
| Driehaus Capital Management LLC | 476,026 | 1.41% | $81.70M | New | 0.47% |
| Dimensional Fund Advisors LP | 467,492 | 1.39% | $80.23M | +9,270 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 439,901 | 1.31% | $75.50K | +46,295 | 0.05% |
| Vanguard Portfolio Management LLC | 352,612 | 1.05% | $60.52M | +39,728 | 0.00% |
| Bank Of America Corp /De/ | 271,181 | 0.81% | $46.54M | −54,882 | 0.00% |
| Principal Financial Group Inc | 260,466 | 0.77% | $44.70M | +13,059 | 0.02% |
| Goldman Sachs Group Inc | 221,625 | 0.66% | $38.04M | −28,948 | 0.00% |
| Ardsley Advisory Partners LP | 215,000 | 0.64% | $36.90M | −85,000 | 3.84% |
| Northern Trust Corp | 166,611 | 0.49% | $28.60M | +12,233 | 0.00% |
| Charles Schwab Investment Management Inc | 158,566 | 0.47% | $27.21M | +6,185 | 0.00% |
| Citigroup Inc | 153,294 | 0.46% | $26.31M | +65,629 | 0.01% |
| Portolan Capital Management, LLC | 135,743 | 0.40% | $23.30M | +65,697 | 0.87% |
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 | 324 | 15M | 44.1% | 132 / 85 | 80 / 24 | 3M | 1M |
| Q1 2026 | 220 | 13M | 39.6% | 48 / 94 | 53 / 41 | 3M | 2M |
| Q4 2025 | 220 | 13M | 39.6% | 55 / 88 | 57 / 43 | 5M | 2M |
| Q3 2025 | 210 | 10M | 30.5% | 58 / 76 | 58 / 80 | 3M | 3M |
| Q2 2025 | 233 | 11M | 32.2% | 117 / 64 | 47 / 14 | 4M | 2M |
| Q1 2025 | 132 | 9M | 26.8% | 34 / 39 | 43 / 27 | 3M | 1M |
| Q4 2024 | 127 | 8M | 22.7% | 52 / 44 | 22 / 12 | 3M | 1M |
| Q3 2024 | 88 | 6M | 17.4% | 46 / 18 | 19 / 1 | 3M | 1M |
| Q2 2024 | 44 | 5M | 14.0% | 28 / 11 | 4 / 7 | 3M | 2M |
| Q1 2024 | 23 | 3M | 10.1% | 14 / 5 | 3 / 2 | 3M | 0M |
| Q4 2023 | 11 | 1M | 2.7% | 10 / 1 | 0 / 3 | 1M | 1M |
| Q3 2023 | 4 | 1M | 2.0% | 4 / 0 | 0 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SEZL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,013,056 | 3.01% | $173.87M | 0.16% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 535,962 | 1.59% | $91.99M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 421,139 | 1.25% | $72.28M | 0.09% | Jun 30, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 285,758 | 0.85% | $49.04M | 0.50% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 234,342 | 0.70% | $40.22M | 0.38% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 192,970 | 0.57% | $33.12M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 179,466 | 0.53% | $27.77M | 0.08% | Jul 31, 2026 |
| Principal U.S. Small-Cap ETF | 176,290 | 0.52% | $30.26M | 1.30% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 154,683 | 0.46% | $26.55M | 0.16% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 151,470 | 0.45% | $26.00M | 0.17% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 151,267 | 0.45% | $25.96M | 0.32% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 142,397 | 0.42% | $16.82M | 0.02% | May 31, 2026 |
| U.S. Small Cap Portfolio | 136,509 | 0.41% | $21.12M | 0.11% | Jul 31, 2026 |
| Vanguard Explorer Fund | 107,402 | 0.32% | $16.62M | 0.08% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 104,350 | 0.31% | $17.91M | 0.16% | 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 |
|---|---|---|---|---|
| Charles Youakim | Executive Chairman and CEO, Director, 10% owner | 13,293,696 | 39.48% | Sep 14, 2026 |
| Paul Paradis | Director & President | 1,127,174 | 3.35% | Aug 12, 2026 |
| Amin Sabzivand | Chief Operating Officer | 252,465 | 0.75% | Sep 24, 2026 |
| Justin Krause | SVP FINANCE AND CONTROLLER | 70,773 | 0.21% | Sep 24, 2026 |
| Rajeev Khurana | General Counsel | 3,629 | 0.01% | Aug 24, 2026 |
| Lee Dickson Brading | Chief Financial Officer | 285,092 | 0.85% | Aug 12, 2026 |
| Kerissa Hollis | General Counsel and Secretary | 12,386 | 0.04% | Apr 3, 2026 |
| Karen Hartje | Chief Financial Officer | 33,661 | 0.10% | Nov 14, 2025 |
| Bryan Cecil Hunt | Director | 3,985 | 0.01% | Sep 22, 2026 |
| Kyle M. Brehm | Director | 23,853 | 0.07% | Aug 28, 2026 |
| Stephen F. East | Director | 11,529 | 0.03% | May 19, 2026 |
| Karen L. Webster | Director | 7,504 | 0.02% | May 23, 2025 |
| Paul Martin Purcell | – | 519,036 | 1.54% | Nov 27, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Justin Krause SVP FINANCE AND CONTROLLER | Sep 21, 2026 | Tax withholding | −68 | $116.55 | $7.93K | 70,773 |
| Amin Sabzivand Chief Operating Officer | Sep 21, 2026 | Tax withholding | −342 | $116.55 | $39.86K | 252,465 |
| Bryan Cecil Hunt Director | Sep 18, 2026 | Buy | +250 | $115.86 | $28.97K | 3,985 |
| Charles Youakim Executive Chairman and CEO, Director, 10% owner | Sep 2, 2026 | Other | −1,508,454 | – | – | 0 |
| Kyle M. Brehm Director | Aug 27, 2026 | Sale | −1,000 | $125.92 | $125.92K | 23,853 |
| Rajeev Khurana General Counsel | Aug 20, 2026 | Buy | +129.45 | $115.88 | $15.00K | 3,629 |
| Lee Dickson Brading Chief Financial Officer | Aug 10, 2026 | Tax withholding | −1,405 | $118.00 | $165.79K | 285,092 |
| Charles Youakim Executive Chairman and CEO, Director, 10% owner | Aug 10, 2026 | Tax withholding | −6,978 | $118.00 | $823.40K | 12,346,326 |
| Amin Sabzivand Chief Operating Officer | Aug 10, 2026 | Tax withholding | −6,973 | $118.00 | $822.81K | 252,807 |
| Justin Krause SVP FINANCE AND CONTROLLER | Aug 10, 2026 | Tax withholding | −1,571 | $118.00 | $185.38K | 70,841 |
| Paul Paradis Director & President | Aug 10, 2026 | Tax withholding | −7,110 | $118.00 | $838.98K | 390,108 |
| Paul Paradis Director & President | Jul 16, 2026 | Sale(10b5-1 plan) | −400 | $194.52 | $77.81K | 397,218 |
| Paul Paradis Director & President | Jul 16, 2026 | Sale(10b5-1 plan) | −1,700 | $193.52 | $328.98K | 397,618 |
| Paul Paradis Director & President | Jul 16, 2026 | Sale(10b5-1 plan) | −500 | $192.19 | $96.10K | 399,318 |
| Paul Paradis Director & President | Jul 16, 2026 | Sale(10b5-1 plan) | −900 | $191.21 | $172.09K | 399,818 |
| Paul Paradis Director & President | Jul 16, 2026 | Sale(10b5-1 plan) | −7,232 | $190.25 | $1.38M | 400,718 |
| Lee Dickson Brading Chief Financial Officer | Jul 16, 2026 | Sale(10b5-1 plan) | −434 | $195.03 | $84.64K | 286,497 |
| Paul Paradis Director & President | Jul 15, 2026 | Sale(10b5-1 plan) | −600 | $192.89 | $115.73K | 407,950 |
| Paul Paradis Director & President | Jul 15, 2026 | Sale(10b5-1 plan) | −2,362 | $191.86 | $453.17K | 408,550 |
| Paul Paradis Director & President | Jul 15, 2026 | Sale(10b5-1 plan) | −5,283 | $190.39 | $1.01M | 410,912 |
| Lee Dickson Brading Chief Financial Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −5,000 | $190.30 | $951.50K | 286,931 |
| Lee Dickson Brading Chief Financial Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −270 | $188.08 | $50.78K | 291,931 |
| Lee Dickson Brading Chief Financial Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −1,200 | $187.45 | $224.94K | 292,201 |
| Lee Dickson Brading Chief Financial Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −1,104 | $186.45 | $205.84K | 293,401 |
| Lee Dickson Brading Chief Financial Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −2,326 | $185.38 | $431.19K | 294,505 |
| Lee Dickson Brading Chief Financial Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −100 | $185.00 | $18.50K | 296,831 |
| Lee Dickson Brading Chief Financial Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −714 | $181.18 | $129.36K | 296,931 |
| Lee Dickson Brading Chief Financial Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −4,286 | $180.35 | $772.98K | 297,645 |
| Lee Dickson Brading Chief Financial Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −2,425 | $175.31 | $425.13K | 304,506 |
| Lee Dickson Brading Chief Financial Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −100 | $177.25 | $17.73K | 301,931 |
| Lee Dickson Brading Chief Financial Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −2,475 | $176.60 | $437.09K | 302,031 |
| Amin Sabzivand Chief Operating Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −3,837 | $179.59 | $689.09K | 262,873 |
| Amin Sabzivand Chief Operating Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −3,093 | $180.31 | $557.70K | 259,780 |
| Amin Sabzivand Chief Operating Officer | Jul 1, 2026 | Option exercise | +6,930 | $5.23 | $36.24K | 266,710 |
| Lee Dickson Brading Chief Financial Officer | Jun 26, 2026 | Sale(10b5-1 plan) | −574 | $165.00 | $94.71K | 311,931 |
| Lee Dickson Brading Chief Financial Officer | Jun 26, 2026 | Sale(10b5-1 plan) | −5,000 | $170.07 | $850.35K | 306,931 |
| Lee Dickson Brading Chief Financial Officer | Jun 25, 2026 | Sale(10b5-1 plan) | −4,426 | $165.19 | $731.13K | 312,505 |
| Justin Krause SVP FINANCE AND CONTROLLER | Jun 20, 2026 | Tax withholding | −45 | $163.28 | $7.35K | 72,412 |
| Amin Sabzivand Chief Operating Officer | Jun 20, 2026 | Tax withholding | −342 | $163.28 | $55.84K | 259,780 |
| Rajeev Khurana General Counsel | Jun 20, 2026 | Award | +3,500 | – | – | 3,500 |
| Paul Paradis Director & President | Jun 18, 2026 | Sale(10b5-1 plan) | −15,553 | $160.26 | $2.49M | 427,042 |
| Paul Paradis Director & President | Jun 18, 2026 | Sale(10b5-1 plan) | −1,612 | $161.22 | $259.89K | 425,430 |
| Paul Paradis Director & President | Jun 18, 2026 | Sale(10b5-1 plan) | −3,239 | $162.76 | $527.18K | 422,191 |
| Paul Paradis Director & President | Jun 18, 2026 | Sale(10b5-1 plan) | −5,806 | $163.43 | $948.87K | 416,385 |
| Paul Paradis Director & President | Jun 18, 2026 | Sale(10b5-1 plan) | −190 | $164.11 | $31.18K | 416,195 |
| Lee Dickson Brading Chief Financial Officer | Jun 18, 2026 | Sale(10b5-1 plan) | −1,948 | $161.00 | $313.63K | 316,931 |
| Lee Dickson Brading Chief Financial Officer | Jun 18, 2026 | Sale(10b5-1 plan) | −1,972 | $160.31 | $316.13K | 318,879 |
| Paul Paradis Director & President | Jun 12, 2026 | Sale(10b5-1 plan) | −7,421 | $134.55 | $998.50K | 444,775 |
| Paul Paradis Director & President | Jun 12, 2026 | Sale(10b5-1 plan) | −4,249 | $132.82 | $564.35K | 460,346 |
| Paul Paradis Director & President | Jun 12, 2026 | Sale(10b5-1 plan) | −2,900 | $130.33 | $377.96K | 466,095 |
| Paul Paradis Director & President | Jun 12, 2026 | Sale(10b5-1 plan) | −2,180 | $135.62 | $295.65K | 442,595 |
| Paul Paradis Director & President | Jun 12, 2026 | Sale(10b5-1 plan) | −1,500 | $131.54 | $197.31K | 464,595 |
| Paul Paradis Director & President | Jun 12, 2026 | Sale(10b5-1 plan) | −8,150 | $133.72 | $1.09M | 452,196 |
| Justin Krause SVP FINANCE AND CONTROLLER | May 27, 2026 | Sale(10b5-1 plan) | −3,000 | $118.00 | $354.00K | 72,457 |
| Justin Krause SVP FINANCE AND CONTROLLER | May 27, 2026 | Sale(10b5-1 plan) | −178 | $113.00 | $20.11K | 75,457 |
| Bryan Cecil Hunt Director | May 15, 2026 | Award | +935 | – | – | 3,735 |
| Paul Paradis Director & President | May 15, 2026 | Award | +20,000 | – | – | 468,995 |
| Stephen F. East Director | May 15, 2026 | Award | +725 | – | – | 4,329 |
| Amin Sabzivand Chief Operating Officer | May 15, 2026 | Award | +45,000 | – | – | 260,122 |
| Kyle M. Brehm Director | May 15, 2026 | Award | +725 | – | – | 24,853 |
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 |
|---|---|---|---|---|---|
| G. Youakim 2020 Irrevocable Gst Trust Uad 03/20/2020 Charles Affiliate | Oct 9, 2026 | 150,000 | $17.58M | Oct 9, 2026 | Gift |
| G. Youakim 2020 Irrevocable Gst Trust Uad 03/20/2020 Charles Affiliate | Oct 9, 2026 | 350,000 | $41.03M | Oct 9, 2026 | Gift |
| Kyle M. Brehm Director | Aug 25, 2026 | 1,000 | $118.18K | Aug 25, 2026 | Stock Award |
| Paul Paradis Officer, Director | Jul 16, 2026 | 10,732 | $2.05M | Jul 16, 2026 | Restricted Stock Vesting |
| Paul Paradis Officer, Director | Jul 16, 2026 | 8,245 | $1.57M | Jul 15, 2026 | Restricted Stock Vesting |
| Paul Paradis Officer, Director | Jul 15, 2026 | 8,245 | $1.57M | Jul 15, 2026 | Restricted Stock Vesting |
| Amin Sabzivand Officer | Jul 1, 2026 | 14,930 | $2.69M | Jul 1, 2026 | Stock Option Exercise |
| Lee Dickson Brading Officer | Jun 18, 2026 | 43,920 | $7.06M | Jun 18, 2026 | Owned Shares |
| Paul Paradis Officer, Director | Jun 18, 2026 | 26,400 | $4.26M | Jun 18, 2026 | Restricted Stock Vesting |
| Paul Paradis Officer, Director | Jun 12, 2026 | 26,400 | $3.52M | Jun 12, 2026 | Restricted Stock Vesting |
| Kerissa Hollis Officer | May 14, 2026 | 3,427 | $359.29K | May 14, 2026 | Restricted Stock Units |
| Paul Paradis Officer, Director | May 11, 2026 | 768 | $76.90K | May 11, 2026 | Restricted Stock Vesting |
| Paul Paradis Officer, Director | May 8, 2026 | 193 | $19.35K | May 8, 2026 | Restricted Stock Vesting |
| Justin Krause Officer | May 7, 2026 | 18,000 | $1.92M | May 7, 2026 | Restricted Stock Units |
| Paul Paradis Officer, Director | May 7, 2026 | 25,439 | $2.63M | May 7, 2026 | Restricted Stock Vesting |