TULPNasdaqAgricultural Production-CropsFiscal year ends June 30
BLOOMIA HOLDINGS, INC.
Financials through Q4 FY2024, quarter ended Dec 31, 2024Last filing: 10-K on Sep 21, 2026
$2.34+0.07 (+3.08%)
Close on Oct 19, 2026
- Market cap
- $4.14M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
7.8%
0M of 5M shares
Institutional holders
10
3 new, 0 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
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BCCM Advisors, LLC | 495,898 | 10.40% | 13G (passive) amendment | Apr 2, 2026 |
| Morgan Stanley Smith Barney LLC | 280,953 | 5.90% | 13G (passive) amendment | Apr 30, 2026 |
| Air T Inc | 1,605,264 | 33.70% | 13D (active) amendment | Apr 2, 2026 |
| Morgan Stanley | 105,309 | 6.00% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TULP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 257,753 | 5.34% | $925.33K | +138,543 | 0.00% |
| Vanguard Capital Management LLC | 29,185 | 0.60% | $104.77K | – | 0.00% |
| Mercer Global Advisors Inc /Adv | 23,700 | 0.49% | $85.08K | New | 0.00% |
| Geode Capital Management, LLC | 21,396 | 0.44% | $76.81K | +1,399 | 0.00% |
| Susquehanna International Group, Llp | 15,146 | 0.31% | $54.37K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 13,657 | 0.28% | $49.03K | – | 0.00% |
| BlackRock, Inc. | 12,256 | 0.25% | $44.00K | – | 0.00% |
| UBS Group AG | 3,576 | 0.07% | $12.84K | +3 | 0.00% |
| Osaic Holdings, Inc. | 700 | 0.01% | $2.51K | −1,500 | 0.00% |
| Barclays PLC | 146 | 0.00% | $524 | New | 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 | 10 | 0M | 7.8% | 3 / 3 | 1 / 0 | 0M | 0M |
| Q1 2026 | 7 | 0M | 4.1% | 2 / 3 | 1 / 4 | 0M | 0M |
| Q4 2025 | 10 | 0M | 3.6% | 2 / 2 | 2 / 1 | 0M | 0M |
| Q3 2025 | 9 | 0M | 3.2% | 1 / 3 | 2 / 1 | 0M | 0M |
| Q2 2025 | 9 | 0M | 2.7% | 0 / 2 | 4 / 0 | 0M | 0M |
| Q1 2025 | 9 | 0M | 1.6% | 0 / 2 | 4 / 0 | 0M | 0M |
| Q4 2024 | 9 | 0M | 1.7% | 1 / 2 | 3 / 0 | 0M | 0M |
| Q3 2024 | 8 | 0M | 1.5% | 2 / 3 | 1 / 1 | 0M | 0M |
| Q2 2024 | 8 | 0M | 2.1% | 1 / 1 | 3 / 3 | 0M | 0M |
| Q1 2024 | 10 | 0M | 2.5% | 1 / 2 | 2 / 1 | 0M | 0M |
| Q4 2023 | 10 | 0M | 2.4% | 1 / 3 | 3 / 1 | 0M | 0M |
| Q3 2023 | 10 | 0M | 2.4% | 1 / 5 | 2 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TULP | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Extended Market Index Fund | 29,185 | 0.60% | $104.77K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 12,812 | 0.27% | $49.33K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 2,977 | 0.06% | $11.46K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 1,817 | 0.04% | $7.00K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 1,432 | 0.03% | $5.51K | 0.00% | May 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 1,226 | 0.03% | $4.05K | 0.00% | Jul 31, 2026 |
| LVIP Dimensional U.S. Core Equity 2 Fund | 582 | 0.01% | $2.09K | 0.00% | Jun 30, 2026 |
| Dimensional US Sustainability Core 1 ETF | 131 | 0.00% | $432 | 0.00% | Jul 31, 2026 |
| Dimensional US Core Equity 1 ETF | 79 | 0.00% | $261 | 0.00% | Jul 31, 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 |
|---|---|---|---|---|
| Mark Jundt | Co-CEO, Director | 6,231 | 0.13% | Apr 6, 2026 |
| Daniel C. Philp | Co-CEO, Director | 85,190 | 1.76% | Apr 6, 2026 |
| Werner F. Jansen | CEO & President of subsidiary | 58,408 | 1.21% | Jul 7, 2026 |
| Elizabeth E. McShane | Chief Financial Officer | 4,912 | 0.10% | Apr 6, 2026 |
| Nicholas John Swenson | Director, 10% owner | 911,146 | 18.86% | Apr 6, 2026 |
| Chad Bruce Johnson | Director | 5,900 | 0.12% | Jan 5, 2026 |
| Mary Herfurth | Director | – | – | Jan 5, 2026 |
| Matthew Kelly | Director | – | – | Jan 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Werner F. Jansen CEO & President of subsidiary | Jun 29, 2026 | Award | +58,408 | – | – | 58,408 |
| Nicholas John Swenson Director, 10% owner | Apr 2, 2026 | Option exercise | +696,690 | $4.05 | $2.82M | 836,134 |
| Daniel C. Philp Co-CEO, Director | Apr 1, 2026 | Exercise | +24,691 | $4.05 | $100.00K | 85,190 |
| Mark Jundt Co-CEO, Director | Apr 1, 2026 | Exercise | +3,703 | $4.05 | $15.00K | 6,231 |
| Elizabeth E. McShane Chief Financial Officer | Apr 1, 2026 | Exercise | +4,691 | $4.05 | $19.00K | 4,912 |
| Daniel C. Philp Co-CEO, Director | Dec 31, 2025 | Other | +1,428 | – | – | 60,499 |
| Elizabeth E. McShane Chief Financial Officer | Dec 31, 2025 | Other | +221 | – | – | 221 |
| Mark Jundt Co-CEO, Director | Dec 31, 2025 | Other | +1,428 | – | – | 2,528 |
| Mark Jundt Co-CEO, Director | Nov 21, 2024 | Buy | +1,100 | $4.26 | $4.69K | 1,100 |
| Daniel C. Philp Co-CEO, Director | Nov 21, 2024 | Buy | +32,000 | $4.32 | $138.24K | 59,071 |
| Daniel C. Philp Director | May 9, 2024 | Award | +27,000 | – | – | 27,071 |
| Jacob J. Berning Director | Aug 4, 2022 | Award | +1,562 | – | – | 14,961 |
| Loren A. Unterseher Director | Aug 4, 2022 | Award | +1,562 | – | – | 11,811 |
| Nicholas John Swenson Director, 10% owner | Aug 4, 2022 | Award | +1,562 | – | – | 3,300 |
| Chad Bruce Johnson Director | Aug 4, 2022 | Award | +1,562 | – | – | 5,900 |
| Zackery Weber Sr Dir Fin Plng-Interim PAO | Dec 31, 2021 | Tax withholding | −909 | $23.08 | $20.98K | 8,230 |
| Adam D. May CHIEF GROWTH OFFICER | Dec 31, 2021 | Tax withholding | −645 | $23.08 | $14.89K | 14,290 |
| Kristine A. Glancy President & CEO, Director | Dec 31, 2021 | Tax withholding | −5,200 | $23.08 | $120.02K | 36,751 |
| Kristine A. Glancy President & CEO, Director | Dec 31, 2021 | Tax withholding | −5,515 | $23.08 | $127.29K | 36,436 |
| Zackery Weber Sr Dir Fin Plng-Interim PAO | Dec 31, 2021 | Tax withholding | −1,038 | $23.08 | $23.96K | 8,101 |
| Adam D. May CHIEF GROWTH OFFICER | Dec 31, 2021 | Tax withholding | −1,493 | $23.08 | $34.46K | 13,442 |
| Kristine A. Glancy President & CEO, Director | Aug 10, 2021 | Tax withholding | −1,063 | $8.08 | $8.59K | 40,525 |
| Kristine A. Glancy President & CEO, Director | Aug 10, 2021 | Tax withholding | −1,063 | $8.08 | $8.59K | 43,096 |
| Zackery Weber Sr Dir Fin Plng-Interim PAO | Jun 13, 2021 | Tax withholding | −56 | $7.90 | $442 | 8,135 |
| Jacob J. Berning Director | Jun 10, 2021 | Award | +1,838 | – | – | 13,399 |
| Chad Bruce Johnson Director | Jun 10, 2021 | Award | +1,838 | – | – | 4,338 |
| Loren A. Unterseher Director | Jun 10, 2021 | Award | +1,838 | – | – | 10,249 |
| Nicholas John Swenson 10% owner | Jun 2, 2021 | Buy | +30,509 | $7.69 | $234.61K | 139,444 |
| Nicholas John Swenson 10% owner | Jun 1, 2021 | Buy | +20,706 | $7.58 | $156.95K | 108,935 |
| Nicholas John Swenson 10% owner | May 26, 2021 | Buy | +2,574 | $6.65 | $17.12K | 88,229 |
| Nicholas John Swenson 10% owner | May 25, 2021 | Buy | +16,403 | $6.65 | $109.08K | 85,655 |
| Nicholas John Swenson 10% owner | May 24, 2021 | Buy | +3,628 | $6.65 | $24.13K | 69,252 |
| Nicholas John Swenson 10% owner | May 20, 2021 | Buy | +2,900 | $6.65 | $19.29K | 65,624 |
| Nicholas John Swenson 10% owner | May 19, 2021 | Buy | +11,715 | $6.56 | $76.85K | 62,724 |
| Nicholas John Swenson 10% owner | May 18, 2021 | Buy | +15,421 | $6.45 | $99.47K | 51,009 |
| Kristine A. Glancy President & CEO, Director | May 13, 2021 | Tax withholding | −1,025 | $5.59 | $5.73K | 41,588 |
| Nicholas John Swenson 10% owner | Apr 28, 2021 | Buy | +27,130 | $5.53 | $150.03K | 35,588 |
| Nicholas John Swenson 10% owner | Apr 27, 2021 | Buy | +4,663 | $5.30 | $24.71K | 8,458 |
| Jacob J. Berning Director | Dec 22, 2020 | Award | +17,504 | – | – | 80,932 |
| Adam D. May CHIEF GROWTH OFFICER | Dec 22, 2020 | Award | +20,000 | – | – | 87,234 |
| Kristine A. Glancy President & CEO, Director | Dec 22, 2020 | Award | +75,000 | – | – | 288,302 |
| Chad Bruce Johnson Director | Dec 22, 2020 | Award | +17,504 | – | – | 17,504 |
| Loren A. Unterseher Director | Dec 22, 2020 | Award | +17,504 | – | – | 58,897 |
| Nicholas John Swenson 10% owner | Nov 12, 2020 | Award | +50,000 | $0.90 | $45.00K | 80,000 |
| Nicholas John Swenson 10% owner | Nov 12, 2020 | Award | +30,000 | $0.88 | $26.40K | 30,000 |
| Nicholas John Swenson 10% owner | Nov 12, 2020 | Award | +26,432 | $0.90 | $23.79K | 26,432 |
| T. Inc Air 10% owner | Oct 27, 2020 | Sale | −100,000 | $1.36 | $136.00K | 3,409,742 |
| Car Capital LLC Cable 10% owner | Oct 22, 2020 | Sale | −772,799 | $1.06 | $819.17K | 585,000 |
| Car Capital LLC Cable 10% owner | Oct 21, 2020 | Sale | −225,000 | $1.81 | $407.25K | 1,357,799 |
| Car Capital LLC Cable 10% owner | Oct 7, 2020 | Buy | +14,787 | $0.60 | $8.87K | 1,582,799 |
| Funicular Fund, LP 10% owner | Sep 24, 2020 | Buy | +2,700 | $0.62 | $1.67K | 1,568,012 |
| Funicular Fund, LP 10% owner | Sep 23, 2020 | Buy | +300 | $0.60 | $180 | 1,565,312 |
| Funicular Fund, LP 10% owner | Sep 14, 2020 | Buy | +8,341 | $0.63 | $5.25K | 1,565,012 |
| Funicular Fund, LP 10% owner | Sep 11, 2020 | Buy | +6,700 | $0.61 | $4.09K | 1,556,671 |
| Kristine A. Glancy President & CEO, Director | Jun 13, 2020 | Tax withholding | −6,182 | $0.79 | $4.88K | 213,302 |
| Funicular Fund, LP 10% owner | May 21, 2020 | Buy | +1,716 | $0.65 | $1.12K | 1,549,971 |
| Funicular Fund, LP 10% owner | May 20, 2020 | Buy | +5,870 | $0.64 | $3.76K | 1,548,255 |
| Car Capital LLC Cable 10% owner | May 19, 2020 | Buy | +9,965 | $0.64 | $6.38K | 1,542,385 |
| Car Capital LLC Cable 10% owner | May 18, 2020 | Buy | +13,604 | $0.64 | $8.71K | 1,532,420 |
| Kristine A. Glancy President & CEO, Director | May 13, 2020 | Tax withholding | −8,672 | $0.66 | $5.72K | 219,484 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.