FlexShopper Ownership | Who Owns FlexShopper?
FlexShopper Ownership Summary
FlexShopper is owned by 15.86% institutional investors, 47.05% insiders, and 37.09% retail investors. Vanguard group is the largest institutional shareholder, holding 2.97% of FPAY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.98% of its assets in FlexShopper shares.
FPAY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FlexShopper | 15.86% | 47.05% | 37.09% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Rental & Leasing Service Stocks | 76.75% | 11.19% | 12.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 640.87K | 2.97% | $820.31K |
| Perkins capital management | 622.75K | 2.88% | $797.00K |
| Benchmark financial wealth advisors | 223.98K | 1.04% | $286.69K |
| Renaissance | 220.59K | 1.02% | $282.36K |
| Ubs group | 150.81K | 0.70% | $193.04K |
| Geode capital management | 145.26K | 0.67% | $185.96K |
| State street | 51.83K | 0.24% | $66.34K |
| Insigneo advisory services | 45.00K | 0.21% | $47.25K |
| Citadel advisors | 29.58K | 0.14% | $37.86K |
| Northern trust | 18.63K | 0.09% | $23.85K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perkins capital management | 622.75K | 0.75% | $797.00K |
| Benchmark financial wealth advisors | 223.98K | 0.11% | $286.69K |
| Insigneo advisory services | 45.00K | 0.01% | $47.25K |
| Whitegate investment counselors | 13.00K | 0.00% | $16.64K |
| Xtx topco | 12.68K | 0.00% | $16.23K |
| Renaissance | 220.59K | 0.00% | $282.36K |
| Tower research capital llc (trc) | 8.28K | 0.00% | $10.60K |
| Bank of america corp /de/ | 117.00 | - | $150.00 |
| Heron bay capital management | - | - | - |
| Advisor group | 500.00 | - | $640.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 220.59K | 0.00% | 50.85K |
| Ubs group | 150.81K | - | 50.81K |
| Insigneo advisory services | 45.00K | 0.01% | 45.00K |
| Citadel advisors | 29.58K | - | 29.58K |
| Geode capital management | 145.26K | - | 4.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Waterfall asset management | - | - | -1.63M |
| Perkins capital management | 622.75K | 0.75% | -479.19K |
| M securities | - | - | -287.00K |
| Heron bay capital management | - | - | -28.54K |
| Iht wealth management | - | - | -14.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Insigneo advisory services | 45.00K | 0.01% | 45.00K | $47.25K |
| Citadel advisors | 29.58K | - | 29.58K | $37.86K |
| Advisor group | 500.00 | - | 500.00 | $640.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -112.00 |
| Morgan stanley | -1.00K |
| Nwam | -10.98K |
| Iht wealth management | -14.00K |
| Heron bay capital management | -28.54K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 16 | -5.88% | 2,754,007 | -2.82% | 12 | 13.21% | 4 | 33.33% | 2 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 425.18K | 1.98% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 194.57K | 0.91% | - |
| Perkins Discovery | 93.50K | 0.43% | - |
| Fidelity Extended Market Index | 62.60K | 0.29% | -13.96K |
| Fidelity Total Market Index | 26.56K | 0.12% | - |
| Vanguard Balanced Index Inv | 16.02K | 0.07% | - |
| Fidelity Nasdaq Composite Index | 15.07K | 0.07% | - |
| Fidelity Series Total Market Index | 14.29K | 0.07% | -4.11K |
| NT Ext Equity Mkt Idx Fd - NL | 11.73K | 0.05% | - |
| NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 9.45K | 0.04% | 29.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 22, 2024 | Dvorkin Howard | Buy | $18.95K | |
| Aug 23, 2024 | Dvorkin Howard | Buy | $7.59K | |
| Aug 20, 2024 | Dvorkin Howard | Buy | $3.92K | |
| Aug 16, 2024 | Dvorkin Howard | Buy | $20.94K | |
| Aug 19, 2024 | Dvorkin Howard | Buy | $11.70K |
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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