Priority Technology Holdings, Inc. (PRTH) shareholders
Close on Nov 12, 2026Market cap $652.10MP/E 16.1Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 | 46,600,996 | 56.40% | 13D (active) amendment | Nov 3, 2026 |
| AESV CreditCard Consulting, LLC Joint filing with John V. Priore (5.40%) | 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)
110 funds held PRTH in Q2 2026, 68% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 216,645 | Oct 5, 2026 |
| Christina M. Favilla | Director | 139,660 | Oct 5, 2026 |
| Clayton James Main | Director | 21,563 | Oct 5, 2026 |
| Marc A. Crisafulli | Director | 100,694 | Oct 5, 2026 |
| Marietta Davis | Director | 89,813 | Oct 5, 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 |
|---|---|---|---|---|---|---|
| Clayton James Main Director | Oct 1, 2026 | Option exercise | +4,296 | – | – | 21,563 |
| Marc A. Crisafulli Director | Oct 1, 2026 | Option exercise | +4,296 | – | – | 100,694 |
| Marietta Davis Director | Oct 1, 2026 | Returned to company | −1,159 | $7.80 | $9.04K | 89,813 |
| Marietta Davis Director | Oct 1, 2026 | Option exercise | +4,296 | – | – | 90,972 |
| Michael Passilla Director | Oct 1, 2026 | Returned to company | −1,159 | $7.80 | $9.04K | 140,593 |
| Michael Passilla Director | Oct 1, 2026 | Option exercise | +4,296 | – | – | 141,752 |
| Christina M. Favilla Director | Oct 1, 2026 | Returned to company | −1,229 | $7.80 | $9.59K | 139,660 |
| Christina M. Favilla Director | Oct 1, 2026 | Option exercise | +4,296 | – | – | 140,889 |
| 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 |
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 30, 2026 (FINRA, reported twice a month)
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 Priority Technology's stock actually held short. Settlement fails (shares not delivered on time) peaked at 701,072 shares on Sep 23, 2026 over the last 90 days.
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 |
| Sean Kiewiet 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 |
| Sean Kiewiet 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 |
| Thomas Charles Priore Affiliate | Aug 20, 2024 | 60,000 | $294.00K | Aug 20, 2024 | Founder stock |
| Sean Kiewiet 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 |
| Sean Kiewiet 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 |
| Sean Kiewiet Officer | May 1, 2024 | 30,000 | $96.00K | May 1, 2024 | Founder Shares |
| Sean Kiewiet Affiliate | Jan 2, 2024 | 40,000 | $141.60K | Jan 2, 2024 | Founder Shares |
| Sean Kiewiet Affiliate | Sep 14, 2023 | 50,000 | $171.00K | Sep 14, 2023 | Founder Shares |
| Sean Kiewiet 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. |
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