SHF Holdings, Inc. (SHFSW) shareholders
SHFSWNasdaqFinance ServicesFiscal year ends December 31Also trades as SHFS
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 10/3098% below fair value
$0.01−0.00 (-2.27%)
Close on Oct 30, 2026Market cap $765.88KP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1M
Shares held, 13F filers
Institutional holders
11
2 new, 1 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SHFSW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Clear Street Group Inc. | 225,558 | – | $6.07K | +100 | 0.00% |
| Boothbay Fund Management, LLC | 201,958 | – | $48.47K | – | 0.00% |
| D. E. Shaw & Co., Inc. | 188,000 | – | $5.06K | – | 0.00% |
| Rivernorth Capital Management, LLC | 87,500 | – | $1.75K | – | 0.00% |
| Susquehanna International Group, Llp | 36,523 | – | $982 | New | 0.00% |
| Aristides Capital LLC | 25,000 | – | $673 | – | 0.00% |
| Gts Securities LLC | 13,530 | – | $365 | +100 | 0.00% |
| Morgan Stanley | 10,000 | – | $269 | – | 0.00% |
| Wolverine Asset Management LLC | 8,250 | – | $222 | – | 0.00% |
| Toronto Dominion Bank | 80 | – | $2 | New | 0.00% |
| UBS Group AG | 43 | – | $1 | – | 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 | 11 | 1M | 2 / 2 | 0 / 1 | 0M | 0M |
| Q1 2026 | 11 | 1M | 1 / 0 | 1 / 0 | 0M | 0M |
| Q4 2025 | 10 | 1M | 0 / 1 | 2 / 1 | 0M | 0M |
| Q3 2025 | 12 | 1M | 2 / 0 | 3 / 1 | 0M | 0M |
| Q2 2025 | 12 | 1M | 0 / 0 | 3 / 2 | 0M | 0M |
| Q1 2025 | 14 | 1M | 1 / 0 | 5 / 0 | 0M | 0M |
| Q4 2024 | 14 | 1M | 1 / 13 | 0 / 2 | 1M | 0M |
| Q3 2024 | 15 | 0M | 1 / 0 | 5 / 2 | 0M | 0M |
| Q2 2024 | 16 | 0M | 1 / 3 | 6 / 2 | 0M | 0M |
| Q1 2024 | 17 | 0M | 2 / 2 | 5 / 1 | 0M | 0M |
| Q4 2023 | 16 | 0M | 2 / 2 | 0 / 1 | 0M | 0M |
| Q3 2023 | 15 | 0M | 0 / 0 | 3 / 2 | 0M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Terrance Elliot Mendez | Director, CEO and CFO | – | May 8, 2026 |
| Douglas Beck | PAO SVP of Finance Controller | – | May 8, 2026 |
| Michael Regan | Chief Inv. & Strat. Officer | – | May 8, 2026 |
| Jeffrey R. Kay | Chief Marketing Officer | – | May 8, 2026 |
| Donald Emmi | Chief Legal Officer | 41,880 | Jun 6, 2025 |
| Tyler Beuerlein | Chief Business Develop Officer | 369,600 | Dec 27, 2024 |
| Richard Carleton | Director | 180,128 | May 8, 2026 |
| III Francis A. Braun | Director | – | Sep 17, 2025 |
| Jennifer Meyers | Director | 101,998 | Apr 29, 2025 |
| Sundie Seefried | Director | 1,665,680 | Apr 28, 2025 |
| Jonathan Summers | Director | 161,128 | Apr 28, 2025 |
| Karl Racine | Director | 80,128 | Apr 28, 2025 |
| Jonathon Niehaus | Director | 164,359 | Apr 28, 2025 |
| Doug Fagan | Director | 73,000 | Apr 28, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Donald Emmi Chief Legal Officer | May 6, 2025 | Tax withholding | −318 | $28.40 | $9.03K | 20,626 |
| Donald Emmi Chief Legal Officer | Jan 10, 2024 | Tax withholding | −310 | $28.40 | $8.80K | 20,944 |
| Tyler Beuerlein Chief Business Develop Officer | Dec 31, 2023 | Option exercise | +19,600 | – | – | 369,600 |
| Tyler Beuerlein Chief Business Develop Officer | Dec 31, 2023 | Tax withholding | −6,203 | $1.42 | $8.81K | 363,397 |
| Sundie Seefried Chief Executive Officer | Dec 31, 2023 | Tax withholding | −7,900 | $1.42 | $11.22K | 1,646,180 |
| Sundie Seefried Chief Executive Officer | Dec 31, 2023 | Option exercise | +22,900 | – | – | 1,654,080 |
| Sundie Seefried Chief Executive Officer | Dec 14, 2023 | Buy | +24,700 | $0.93 | $22.97K | 1,631,180 |
| Sundie Seefried Chief Executive Officer | Dec 14, 2023 | Buy | +24,700 | $0.96 | $23.71K | 1,248,172 |
| Doug Fagan Director | Dec 14, 2023 | Buy | +15,000 | $0.97 | $14.55K | 48,000 |
| Sundie Seefried Chief Executive Officer | Dec 11, 2023 | Buy | +5,200 | $0.94 | $4.89K | 1,606,480 |
| Dan Roda EVP & Chief Operating Officer | Dec 11, 2023 | Buy | +1,000 | $1.00 | $1.00K | 928,869 |
| Jonathon Niehaus Director | Dec 11, 2023 | Buy | +10,000 | $0.94 | $9.40K | 164,359 |
| Sundie Seefried Chief Executive Officer | Dec 11, 2023 | Buy | +5,200 | $0.94 | $4.89K | 1,223,472 |
| Jonathan Summers Director | Dec 11, 2023 | Buy | +3,000 | $0.95 | $2.85K | 151,128 |
| Sundie Seefried Chief Executive Officer | Dec 8, 2023 | Buy | +3,700 | $0.99 | $3.66K | 1,601,280 |
| Sundie Seefried Chief Executive Officer | Dec 8, 2023 | Buy | +3,700 | $0.99 | $3.66K | 1,218,272 |
| Donald Emmi Chief Legal Officer | Dec 8, 2023 | Buy | +7,500 | $1.00 | $7.50K | 369,197 |
| Jonathan Summers Director | Dec 8, 2023 | Buy | +5,000 | $0.93 | $4.65K | 148,128 |
| Sundie Seefried Chief Executive Officer | Dec 7, 2023 | Buy | +27,100 | $0.96 | $26.02K | 1,597,580 |
| John Darwin Director | Dec 7, 2023 | Other | +2,000 | $0.93 | $1.86K | 1,445,157 |
| Sundie Seefried Chief Executive Officer | Dec 5, 2023 | Buy | +21,900 | $0.88 | $19.27K | 1,570,480 |
| Jonathon Niehaus Director | Dec 5, 2023 | Buy | +5,000 | $0.75 | $3.75K | 154,359 |
| Donald Emmi Chief Legal Officer | Dec 5, 2023 | Buy | +66,000 | $0.87 | $57.42K | 361,697 |
| Sundie Seefried Chief Executive Officer | Dec 5, 2023 | Buy | +20,000 | $0.88 | $17.60K | 1,214,572 |
| Sundie Seefried Chief Executive Officer | Dec 4, 2023 | Buy | +26,342 | $0.79 | $20.81K | 1,548,580 |
| Sundie Seefried Chief Executive Officer | Dec 4, 2023 | Buy | +9,500 | $0.82 | $7.79K | 1,194,572 |
| Sundie Seefried Chief Executive Officer | Dec 1, 2023 | Buy | +2,239 | $0.75 | $1.68K | 1,522,238 |
| Richard Carleton Director | Dec 1, 2023 | Buy | +45,000 | $0.80 | $36.00K | 180,128 |
| Sundie Seefried Chief Executive Officer | Dec 1, 2023 | Buy | +12,239 | $0.75 | $9.18K | 1,185,072 |
| Doug Fagan Director | Dec 1, 2023 | Buy | +13,000 | $0.77 | $10.01K | 33,000 |
| John Darwin Director | Nov 22, 2023 | Other | −325,313 | $0.72 | $234.23K | 1,443,157 |
| Sundie Seefried Chief Executive Officer | Jul 12, 2023 | Buy | +970,000 | $0.50 | $485.00K | 1,519,999 |
| Jonathan Summers Director | Jun 26, 2023 | Other | +30,000 | $0.52 | $15.60K | 143,128 |
| John Darwin Director | Jun 26, 2023 | Other | −97,096 | $0.52 | $50.49K | 1,768,470 |
| Dan Roda EVP / Chief Operating Officer | Jun 9, 2023 | Buy | +1,500 | $0.59 | $885 | 267,841 |
| John Darwin Director | Jun 9, 2023 | Buy | +25,000 | $0.59 | $14.75K | 1,865,566 |
| Donald Emmi Chief Legal Officer | Jun 9, 2023 | Buy | +38,000 | $0.59 | $22.42K | 295,697 |
| Jonathan Summers Director | Jun 9, 2023 | Buy | +8,000 | $0.60 | $4.80K | 113,128 |
| Sundie Seefried Chief Executive Officer | Jun 8, 2023 | Buy | +19,500 | $0.53 | $10.34K | 1,172,833 |
| Jennifer Meyers Director | May 31, 2023 | Buy | +10,000 | $0.49 | $4.90K | 101,998 |
| John Darwin Director | May 30, 2023 | Buy | +15,000 | $0.48 | $7.20K | 1,840,566 |
| Richard Carleton Director | May 26, 2023 | Buy | +5,000 | $0.48 | $2.40K | 135,128 |
| Richard Carleton Director | May 25, 2023 | Buy | +50,000 | $0.45 | $22.50K | 130,128 |
| James H. Dennedy Chief Financial Officer | May 24, 2023 | Buy | +25,000 | $0.40 | $10.00K | 166,667 |
| Jonathon Niehaus Director | May 24, 2023 | Buy | +50,000 | $0.39 | $19.50K | 149,359 |
| James H. Dennedy Chief Financial Officer | May 24, 2023 | Buy | +25,000 | $0.40 | $10.00K | 166,667 |
| John Darwin Director | May 24, 2023 | Buy | +15,000 | $0.40 | $6.00K | 1,825,566 |
| Doug Fagan Director | May 24, 2023 | Buy | +25,000 | $0.40 | $10.00K | 45,000 |
| James H. Dennedy Chief Financial Officer | May 23, 2023 | Buy | +25,000 | $0.38 | $9.50K | 141,667 |
| Donald Emmi Chief Legal Officer | May 23, 2023 | Buy | +141,012 | $0.38 | $53.58K | 257,697 |
| Jennifer Meyers Director | May 23, 2023 | Buy | +11,870 | $0.39 | $4.63K | 91,998 |
| James H. Dennedy Chief Financial Officer | May 23, 2023 | Buy | +25,000 | $0.38 | $9.50K | 141,667 |
| Doug Fagan Director | May 22, 2023 | Buy | +20,000 | $0.38 | $7.60K | 20,000 |
| Tyler Beuerlein Chief Business Develop Officer | May 9, 2023 | Award | +116,666 | – | – | 350,000 |
| Sundie Seefried Chief Executive Officer | May 9, 2023 | Award | +183,333 | – | – | 549,999 |
| James H. Dennedy Chief Financial Officer | May 9, 2023 | Award | +116,667 | $0.50 | $58.33K | 116,667 |
| Donald Emmi Chief Legal Officer | Jan 10, 2023 | Award | +2,795 | – | – | 21,254 |
| Karl Racine Director | Jan 10, 2023 | Award | +80,128 | – | – | 80,128 |
| Chris Fameree Director | Sep 28, 2022 | Conversion | +10,000 | – | – | 10,000 |
| 5ak, Llc 10% owner | Sep 28, 2022 | Conversion | +2,835,000 | – | – | 3,363,175 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
-11.9%
From 0M shares
Short volume, 20 days
39.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of SHF's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.