FlexShopper Ownership | Who Owns FlexShopper?
FlexShopper Ownership Summary
FlexShopper is owned by 15.38% institutional investors, 60.37% insiders, and 24.26% retail investors. Waterfall asset management is the largest institutional shareholder, holding 7.55% of FPAY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.79% of its assets in FlexShopper shares.
FPAY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FlexShopper | 15.38% | 60.37% | 24.26% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Rental & Leasing Service Stocks | 55.56% | 13.36% | 31.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Waterfall asset management | 1.63M | 7.55% | $2.79M |
| Vanguard group | 624.85K | 2.89% | $1.07M |
| Renaissance | 283.08K | 1.31% | $484.07K |
| Perkins capital management | 185.55K | 0.86% | $317.29K |
| Geode capital management | 128.07K | 0.59% | $219.06K |
| Perigon wealth management | 100.00K | 0.46% | $163.00K |
| Goldman sachs group | 63.32K | 0.29% | $108.27K |
| Insigneo advisory services | 60.00K | 0.28% | $102.60K |
| State street | 51.83K | 0.24% | $66.34K |
| Heron bay capital management | 32.90K | 0.15% | $56.26K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Waterfall asset management | 1.63M | 0.42% | $2.79M |
| Perkins capital management | 185.55K | 0.28% | $317.29K |
| Heron bay capital management | 32.90K | 0.01% | $56.26K |
| Insigneo advisory services | 60.00K | 0.01% | $102.60K |
| Whitegate investment counselors | 13.00K | 0.01% | $22.23K |
| Perigon wealth management | 100.00K | 0.00% | $163.00K |
| Traphagen investment advisors | 17.30K | 0.00% | $29.58K |
| Two sigma securities | 10.41K | 0.00% | $17.81K |
| Virtu financial | 17.69K | 0.00% | $30.00K |
| Renaissance | 283.08K | 0.00% | $484.07K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Perigon wealth management | 100.00K | 0.00% | 100.00K |
| Renaissance | 283.08K | 0.00% | 92.37K |
| Goldman sachs group | 63.32K | - | 63.32K |
| Heron bay capital management | 32.90K | 0.01% | 32.90K |
| Citadel advisors | 29.58K | - | 29.58K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M securities | - | - | -287.00K |
| Benchmark financial wealth advisors | - | - | -189.98K |
| Perkins capital management | 185.55K | 0.28% | -182.19K |
| Ubs group | 3.49K | - | -101.40K |
| Xtx topco | - | - | -15.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Perigon wealth management | 100.00K | 0.00% | 100.00K | $163.00K |
| Goldman sachs group | 63.32K | - | 63.32K | $108.27K |
| Heron bay capital management | 32.90K | 0.01% | 32.90K | $56.26K |
| Citadel advisors | 29.58K | - | 29.58K | $37.86K |
| Virtu financial | 17.69K | 0.00% | 17.69K | $30.00K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -112.00 |
| Morgan stanley | -1.00K |
| Blackrock funding, inc. /de | -3.05K |
| Nwam | -10.98K |
| Iht wealth management | -14.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 23 | 27.78% | 3,319,410 | -2.51% | 15 | 6.18% | 11 | 83.33% | 4 | -42.86% |
| Sep 30, 2024 | 18 | -5.26% | 3,404,980 | 36.86% | 15 | 11.94% | 6 | -40.00% | 7 | 250.00% |
| Jun 30, 2024 | 19 | 5.56% | 2,487,949 | -40.12% | 11 | 3.11% | 10 | 11.11% | 2 | -50.00% |
| Mar 31, 2024 | 18 | -5.26% | 4,155,046 | -1.15% | 19 | 2.88% | 9 | 28.57% | 4 | - |
| Dec 31, 2023 | 19 | 18.75% | 4,203,225 | 52.62% | 25 | 16.07% | 7 | 75.00% | 4 | 100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 425.18K | 1.79% | - |
| Vanguard US Total Market Shares ETF | 425.18K | 1.78% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 194.57K | 0.82% | - |
| Fidelity Extended Market Index | 178.63K | 0.75% | -1.14K |
| Fidelity Total Market Index | 79.18K | 0.33% | - |
| Perkins Discovery | 75.00K | 0.32% | -18.50K |
| Fidelity Nasdaq Composite Index | 45.22K | 0.19% | - |
| Spartan Extended Market Index Pool E | 30.27K | 0.13% | 1.14K |
| Spartan Extended Market Index Pool F | 30.27K | 0.13% | 1.14K |
| Fidelity Series Total Market Index | 28.37K | 0.12% | -14.49K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 23, 2024 | Heiser Harold Russell Jr. | CEO | Buy | $43.50K |
| Dec 26, 2024 | Dvorkin Howard | Buy | $15.40K | |
| Dec 27, 2024 | Dvorkin Howard | Buy | $14.60K | |
| Aug 23, 2024 | Dvorkin Howard | Buy | $7.59K | |
| Aug 22, 2024 | Dvorkin Howard | Buy | $18.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 6 | - |
| 2024 Q2 | 19 | - |
| 2023 Q4 | 3 | - |
| 2023 Q3 | 2 | - |
| 2023 Q2 | - | - |
FPAY Ownership FAQ
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