Bloomia Holdings, Inc. (TULP) shareholders
TULPNasdaqAgricultural Production-CropsFiscal year ends June 30
Financials through Q1 FY2027, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 12, 2026
$2.48+0.13 (+5.53%)
Close on Nov 12, 2026Market cap $11.98MP/E –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 |
|---|---|---|---|---|
| Air T Inc Joint filing with Swenson Nicholas John (19.10%), AO Partners I, LP (17.50%) and 1 more | 1,605,264 | 33.70% | 13D (active) amendment | Apr 2, 2026 |
| BCCM Advisors, LLC Joint filing with Blue Clay Capital Partners LP (5.60%) | 495,898 | 10.40% | 13G (passive) amendment | Apr 2, 2026 |
| Morgan Stanley Smith Barney LLC Joint filing with Morgan Stanley (5.90%) | 280,953 | 5.90% | 13G (passive) amendment | Apr 30, 2026 |
| Morgan Stanley Joint filing with Morgan Stanley Smith Barney LLC (6.00%) | 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)
7 funds held TULP in Q2 2026, 60% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
0.11%
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
-41.3%
From 0M shares
Short volume, 20 days
17.5%
Of volume reported to FINRA
Shares sold short, last 9 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 Bloomia's stock actually held short. Settlement fails (shares not delivered on time) peaked at 531 shares on Sep 28, 2026 over the last 90 days.
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