Shift Ownership 2024 | Who Owns Shift Now?
Institutional Ownership
211.04%
Insider Ownership
31.50%
Retail Ownership
-142.54%
Institutional Holders
78.00
Shift Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | 75.25% | 0.00% | 650,000 | 650,000 | 100.00% | 29,250,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 60.57% | - | 523,227 | 523,227 | 100.00% | 586,015,000 | Mar 31, 2023 |
| JEFFERIES FINANCIAL GROUP INC. | 33.54% | 0.00% | 289,744 | 289,744 | 100.00% | 324,513,000 | Mar 31, 2023 |
| BLACKROCK INC. | 25.49% | - | 220,216 | 220,216 | 100.00% | 246,641,000 | Mar 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | 24.59% | 0.00% | 212,372 | 212,372 | 100.00% | 238,000 | Mar 31, 2023 |
| SOFTBANK GROUP CORP. | 23.93% | 0.00% | 206,697 | 206,697 | 100.00% | 231,501,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 14.67% | - | 126,709 | 126,709 | 100.00% | 141,914,000 | Mar 31, 2023 |
| GOLDMAN SACHS GROUP INC | 4.78% | - | 41,292 | 41,292 | 100.00% | 46,247,000 | Mar 31, 2023 |
| STATE STREET CORP | 4.73% | - | 40,871 | 40,871 | 100.00% | 45,776,000 | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | 3.94% | 0.00% | 34,062 | 34,062 | 100.00% | 38,149,000 | Mar 31, 2023 |
| AMUNDI | 3.64% | - | 31,422 | 31,422 | 100.00% | 35,821,000 | Mar 31, 2023 |
| CIBC ASSET MANAGEMENT INC | 3.36% | 0.00% | 28,995 | 28,995 | 100.00% | 32,474,000 | Mar 31, 2023 |
| SHAY CAPITAL LLC | 3.11% | 0.01% | 26,836 | 26,836 | 100.00% | 30,056,000 | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.87% | - | 24,800 | 24,800 | 100.00% | 27,776,000 | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | 2.86% | - | 24,719 | 24,719 | 100.00% | 27,685,000 | Mar 31, 2023 |
| NORTHERN TRUST CORP | 2.25% | - | 19,401 | 19,401 | 100.00% | 21,729,000 | Mar 31, 2023 |
| MORGAN STANLEY | 2.16% | - | 18,637 | 18,637 | 100.00% | 20,874,000 | Mar 31, 2023 |
| VIRTU FINANCIAL LLC | 1.89% | 0.00% | 16,344 | 16,344 | 100.00% | 18,000 | Mar 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 1.85% | 0.00% | 16,009 | 16,009 | 100.00% | 18,000 | Mar 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | 1.64% | - | 14,203 | 14,203 | 100.00% | 15,907,000 | Mar 31, 2023 |
Shift's largest institutional shareholder is BALYASNY ASSET MANAGEMENT L.P., holding 75.25% of the company's total share outstanding, currently valued at $29.25M. The top 10 institutional shareholders own together 271.49% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SHAY CAPITAL LLC | 3.11% | 0.01% | 26,836 | 26,836 | 100.00% | 30,056,000 | Mar 31, 2023 |
| SOFTBANK GROUP CORP. | 23.93% | 0.00% | 206,697 | 206,697 | 100.00% | 231,501,000 | Mar 31, 2023 |
| JEFFERIES FINANCIAL GROUP INC. | 33.54% | 0.00% | 289,744 | 289,744 | 100.00% | 324,513,000 | Mar 31, 2023 |
| VIRTU FINANCIAL LLC | 1.89% | 0.00% | 16,344 | 16,344 | 100.00% | 18,000 | Mar 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 1.85% | 0.00% | 16,009 | 16,009 | 100.00% | 18,000 | Mar 31, 2023 |
| TRUE WEALTH DESIGN, LLC | 0.08% | 0.00% | 690 | 690 | 100.00% | 773,000 | Mar 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | 24.59% | 0.00% | 212,372 | 212,372 | 100.00% | 238,000 | Mar 31, 2023 |
| SIMPLICITY SOLUTIONS, LLC | 1.20% | 0.00% | 10,335 | 10,335 | 100.00% | 11,575,000 | Mar 31, 2023 |
| CLEARSTEAD ADVISORS, LLC | 0.42% | 0.00% | 3,593 | 3,593 | 100.00% | 4,025,000 | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | 3.94% | 0.00% | 34,062 | 34,062 | 100.00% | 38,149,000 | Mar 31, 2023 |
| CIBC ASSET MANAGEMENT INC | 3.36% | 0.00% | 28,995 | 28,995 | 100.00% | 32,474,000 | Mar 31, 2023 |
| BALYASNY ASSET MANAGEMENT L.P. | 75.25% | 0.00% | 650,000 | 650,000 | 100.00% | 29,250,000 | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | 0.98% | - | 8,500 | 8,500 | 100.00% | 9,520,000 | Mar 31, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.27% | - | 2,300 | 2,300 | 100.00% | 2,576,000 | Mar 31, 2023 |
| AMUNDI | 3.64% | - | 31,422 | 31,422 | 100.00% | 35,821,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 14.67% | - | 126,709 | 126,709 | 100.00% | 141,914,000 | Mar 31, 2023 |
| BELPOINTE ASSET MANAGEMENT LLC | 0.03% | - | 300 | 300 | 100.00% | 336,000 | Mar 31, 2023 |
| GRADIENT INVESTMENTS LLC | 0.06% | - | 500 | 500 | 100.00% | 560,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 60.57% | - | 523,227 | 523,227 | 100.00% | 586,015,000 | Mar 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | 1.64% | - | 14,203 | 14,203 | 100.00% | 15,907,000 | Mar 31, 2023 |
The largest Shift shareholder by % of total assets is SHAY CAPITAL LLC. The company owns 26.84K shares of Shift (SFT), representing 0.01% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | 75.25% | 0.00% | 650,000 | 650,000 | 100.00% | 29,250,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 60.57% | - | 523,227 | 523,227 | 100.00% | 586,015,000 | Mar 31, 2023 |
| JEFFERIES FINANCIAL GROUP INC. | 33.54% | 0.00% | 289,744 | 289,744 | 100.00% | 324,513,000 | Mar 31, 2023 |
| BLACKROCK INC. | 25.49% | - | 220,216 | 220,216 | 100.00% | 246,641,000 | Mar 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | 24.59% | 0.00% | 212,372 | 212,372 | 100.00% | 238,000 | Mar 31, 2023 |
| SOFTBANK GROUP CORP. | 23.93% | 0.00% | 206,697 | 206,697 | 100.00% | 231,501,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 14.67% | - | 126,709 | 126,709 | 100.00% | 141,914,000 | Mar 31, 2023 |
| GOLDMAN SACHS GROUP INC | 4.78% | - | 41,292 | 41,292 | 100.00% | 46,247,000 | Mar 31, 2023 |
| STATE STREET CORP | 4.73% | - | 40,871 | 40,871 | 100.00% | 45,776,000 | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | 3.94% | 0.00% | 34,062 | 34,062 | 100.00% | 38,149,000 | Mar 31, 2023 |
| AMUNDI | 3.64% | - | 31,422 | 31,422 | 100.00% | 35,821,000 | Mar 31, 2023 |
| CIBC ASSET MANAGEMENT INC | 3.36% | 0.00% | 28,995 | 28,995 | 100.00% | 32,474,000 | Mar 31, 2023 |
| SHAY CAPITAL LLC | 3.11% | 0.01% | 26,836 | 26,836 | 100.00% | 30,056,000 | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.87% | - | 24,800 | 24,800 | 100.00% | 27,776,000 | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | 2.86% | - | 24,719 | 24,719 | 100.00% | 27,685,000 | Mar 31, 2023 |
| NORTHERN TRUST CORP | 2.25% | - | 19,401 | 19,401 | 100.00% | 21,729,000 | Mar 31, 2023 |
| MORGAN STANLEY | 2.16% | - | 18,637 | 18,637 | 100.00% | 20,874,000 | Mar 31, 2023 |
| VIRTU FINANCIAL LLC | 1.89% | 0.00% | 16,344 | 16,344 | 100.00% | 18,000 | Mar 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 1.85% | 0.00% | 16,009 | 16,009 | 100.00% | 18,000 | Mar 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | 1.64% | - | 14,203 | 14,203 | 100.00% | 15,907,000 | Mar 31, 2023 |
As of Mar 31 2023, Shift's largest institutional buyer is BALYASNY ASSET MANAGEMENT L.P.. The company purchased 650.00K stocks of SFT, valued at $29.25M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | - | - | - | -523,230 | -100.00% | - | Mar 31, 2023 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -289,745 | -100.00% | - | Mar 31, 2023 |
| BLACKROCK INC. | - | - | - | -250,148 | -100.00% | - | Mar 31, 2023 |
| SOFTBANK GROUP CORP. | - | - | - | -206,698 | -100.00% | - | Mar 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -171,214 | -100.00% | - | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -126,713 | -100.00% | - | Mar 31, 2023 |
| HB WEALTH MANAGEMENT, LLC | - | - | - | -56,776 | -100.00% | - | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -56,275 | -100.00% | - | Mar 31, 2023 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -50,889 | -100.00% | - | Mar 31, 2023 |
| STATE STREET CORP | - | - | - | -40,874 | -100.00% | - | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -40,853 | -100.00% | - | Mar 31, 2023 |
| AMUNDI | - | - | - | -31,423 | -100.00% | - | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -31,260 | -100.00% | - | Mar 31, 2023 |
| GOLDMAN SACHS GROUP INC | - | - | - | -26,598 | -100.00% | - | Mar 31, 2023 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -25,610 | -100.00% | - | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -24,735 | -100.00% | - | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | - | - | - | -23,870 | -100.00% | - | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | - | - | - | -23,870 | -100.00% | - | Mar 31, 2023 |
| NANTAHALA CAPITAL MANAGEMENT, LLC | - | - | - | -20,000 | -100.00% | - | Mar 31, 2023 |
| NORTHERN TRUST CORP | - | - | - | -19,403 | -100.00% | - | Mar 31, 2023 |
As of Mar 31 2023, Shift's biggest institutional seller is VANGUARD GROUP INC. The company sold -0.52M shares of SFT, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | 75.25% | 0.00% | 650,000 | 650,000 | 100.00% | 29,250,000 | Mar 31, 2023 |
| VANGUARD GROUP INC | 60.57% | - | 523,227 | 523,227 | 100.00% | 586,015,000 | Mar 31, 2023 |
| JEFFERIES FINANCIAL GROUP INC. | 33.54% | 0.00% | 289,744 | 289,744 | 100.00% | 324,513,000 | Mar 31, 2023 |
| BLACKROCK INC. | 25.49% | - | 220,216 | 220,216 | 100.00% | 246,641,000 | Mar 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | 24.59% | 0.00% | 212,372 | 212,372 | 100.00% | 238,000 | Mar 31, 2023 |
| SOFTBANK GROUP CORP. | 23.93% | 0.00% | 206,697 | 206,697 | 100.00% | 231,501,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 14.67% | - | 126,709 | 126,709 | 100.00% | 141,914,000 | Mar 31, 2023 |
| GOLDMAN SACHS GROUP INC | 4.78% | - | 41,292 | 41,292 | 100.00% | 46,247,000 | Mar 31, 2023 |
| STATE STREET CORP | 4.73% | - | 40,871 | 40,871 | 100.00% | 45,776,000 | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | 3.94% | 0.00% | 34,062 | 34,062 | 100.00% | 38,149,000 | Mar 31, 2023 |
| AMUNDI | 3.64% | - | 31,422 | 31,422 | 100.00% | 35,821,000 | Mar 31, 2023 |
| CIBC ASSET MANAGEMENT INC | 3.36% | 0.00% | 28,995 | 28,995 | 100.00% | 32,474,000 | Mar 31, 2023 |
| SHAY CAPITAL LLC | 3.11% | 0.01% | 26,836 | 26,836 | 100.00% | 30,056,000 | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.87% | - | 24,800 | 24,800 | 100.00% | 27,776,000 | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | 2.86% | - | 24,719 | 24,719 | 100.00% | 27,685,000 | Mar 31, 2023 |
| NORTHERN TRUST CORP | 2.25% | - | 19,401 | 19,401 | 100.00% | 21,729,000 | Mar 31, 2023 |
| MORGAN STANLEY | 2.16% | - | 18,637 | 18,637 | 100.00% | 20,874,000 | Mar 31, 2023 |
| VIRTU FINANCIAL LLC | 1.89% | 0.00% | 16,344 | 16,344 | 100.00% | 18,000 | Mar 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 1.85% | 0.00% | 16,009 | 16,009 | 100.00% | 18,000 | Mar 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | 1.64% | - | 14,203 | 14,203 | 100.00% | 15,907,000 | Mar 31, 2023 |
| MILLENNIUM MANAGEMENT LLC | 1.50% | - | 12,999 | 12,999 | 100.00% | 15,000 | Mar 31, 2023 |
| CITADEL ADVISORS LLC | 1.27% | - | 10,950 | 10,950 | 100.00% | 12,264,000 | Mar 31, 2023 |
| SIMPLICITY SOLUTIONS, LLC | 1.20% | 0.00% | 10,335 | 10,335 | 100.00% | 11,575,000 | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | 0.98% | - | 8,500 | 8,500 | 100.00% | 9,520,000 | Mar 31, 2023 |
| CLEARSTEAD ADVISORS, LLC | 0.42% | 0.00% | 3,593 | 3,593 | 100.00% | 4,025,000 | Mar 31, 2023 |
| CITADEL ADVISORS LLC | 0.28% | - | 2,378 | 2,378 | 100.00% | 2,663,000 | Mar 31, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.27% | - | 2,300 | 2,300 | 100.00% | 2,576,000 | Mar 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | 0.19% | - | 1,627 | 1,627 | 100.00% | 1,816,000 | Mar 31, 2023 |
| ROYAL BANK OF CANADA | 0.13% | - | 1,150 | 1,150 | 100.00% | 1,000,000 | Mar 31, 2023 |
| TRUE WEALTH DESIGN, LLC | 0.08% | 0.00% | 690 | 690 | 100.00% | 773,000 | Mar 31, 2023 |
| GRADIENT INVESTMENTS LLC | 0.06% | - | 500 | 500 | 100.00% | 560,000 | Mar 31, 2023 |
| WELLS FARGO & COMPANY/MN | 0.05% | - | 398 | 398 | 100.00% | 446,000 | Mar 31, 2023 |
| CITADEL ADVISORS LLC | 0.04% | - | 331 | 331 | 100.00% | 371,000 | Mar 31, 2023 |
| BELPOINTE ASSET MANAGEMENT LLC | 0.03% | - | 300 | 300 | 100.00% | 336,000 | Mar 31, 2023 |
| UBS GROUP AG | 0.01% | - | 84 | 84 | 100.00% | 94,000 | Mar 31, 2023 |
| FOCUSED WEALTH MANAGEMENT, INC | 0.01% | - | 50 | 50 | 100.00% | 56,000 | Mar 31, 2023 |
| GPS WEALTH STRATEGIES GROUP, LLC | 0.01% | - | 50 | 50 | 100.00% | 56,000 | Mar 31, 2023 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00% | - | 35 | 35 | 100.00% | 39,000 | Mar 31, 2023 |
| ANCORA ADVISORS, LLC | 0.00% | - | 28 | 28 | 100.00% | 31,000 | Mar 31, 2023 |
| EVERMAY WEALTH MANAGEMENT LLC | 0.00% | - | 27 | 27 | 100.00% | 31,000 | Mar 31, 2023 |
| HERITAGE WEALTH ADVISORS | 0.00% | - | 14 | 14 | 100.00% | 16,000 | Mar 31, 2023 |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 0.00% | - | 14 | 14 | 100.00% | 16,000 | Mar 31, 2023 |
| FMR LLC | 0.00% | - | 7 | 7 | 100.00% | 8,000 | Mar 31, 2023 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.00% | - | 3 | 3 | 100.00% | 3,000 | Mar 31, 2023 |
Shift's largest new institutional shareholder by number of shares is BALYASNY ASSET MANAGEMENT L.P., purchased 650.00K shares, valued at $29.25M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | - | - | - | -523,230 | -100.00% | - | Mar 31, 2023 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -289,745 | -100.00% | - | Mar 31, 2023 |
| BLACKROCK INC. | - | - | - | -250,148 | -100.00% | - | Mar 31, 2023 |
| SOFTBANK GROUP CORP. | - | - | - | -206,698 | -100.00% | - | Mar 31, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -171,214 | -100.00% | - | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -126,713 | -100.00% | - | Mar 31, 2023 |
| HB WEALTH MANAGEMENT, LLC | - | - | - | -56,776 | -100.00% | - | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -56,275 | -100.00% | - | Mar 31, 2023 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -50,889 | -100.00% | - | Mar 31, 2023 |
| STATE STREET CORP | - | - | - | -40,874 | -100.00% | - | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -40,853 | -100.00% | - | Mar 31, 2023 |
| AMUNDI | - | - | - | -31,423 | -100.00% | - | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -31,260 | -100.00% | - | Mar 31, 2023 |
| GOLDMAN SACHS GROUP INC | - | - | - | -26,598 | -100.00% | - | Mar 31, 2023 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -25,610 | -100.00% | - | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -24,735 | -100.00% | - | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | - | - | - | -23,870 | -100.00% | - | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | - | - | - | -23,870 | -100.00% | - | Mar 31, 2023 |
| NANTAHALA CAPITAL MANAGEMENT, LLC | - | - | - | -20,000 | -100.00% | - | Mar 31, 2023 |
| NORTHERN TRUST CORP | - | - | - | -19,403 | -100.00% | - | Mar 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -17,791 | -100.00% | - | Mar 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -17,791 | -100.00% | - | Mar 31, 2023 |
| INVESCO LTD. | - | - | - | -17,032 | -100.00% | - | Mar 31, 2023 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -16,423 | -100.00% | - | Mar 31, 2023 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -14,422 | -100.00% | - | Mar 31, 2023 |
| AMUNDI | - | - | - | -13,565 | -100.00% | - | Mar 31, 2023 |
| VIRTU FINANCIAL LLC | - | - | - | -12,861 | -100.00% | - | Mar 31, 2023 |
| MORGAN STANLEY | - | - | - | -12,520 | -100.00% | - | Mar 31, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | - | - | - | -11,300 | -100.00% | - | Mar 31, 2023 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -6,200 | -100.00% | - | Mar 31, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -6,079 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -5,990 | -100.00% | - | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -5,439 | -100.00% | - | Mar 31, 2023 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -4,971 | -100.00% | - | Mar 31, 2023 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | - | - | - | -4,449 | -100.00% | - | Mar 31, 2023 |
| IONIC CAPITAL MANAGEMENT LLC | - | - | - | -4,340 | -100.00% | - | Mar 31, 2023 |
| AMTRUST FINANCIAL SERVICES, INC. | - | - | - | -4,339 | -100.00% | - | Mar 31, 2023 |
| VERUS FINANCIAL PARTNERS, INC. | - | - | - | -4,260 | -100.00% | - | Mar 31, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -4,154 | -100.00% | - | Mar 31, 2023 |
| WOLVERINE TRADING, LLC | - | - | - | -4,080 | -100.00% | - | Mar 31, 2023 |
| WOLVERINE TRADING, LLC | - | - | - | -4,080 | -100.00% | - | Mar 31, 2023 |
| STEEL PEAK WEALTH MANAGEMENT LLC | - | - | - | -4,014 | -100.00% | - | Mar 31, 2023 |
| MARATHON TRADING INVESTMENT MANAGEMENT LLC | - | - | - | -4,013 | -100.00% | - | Mar 31, 2023 |
| CLEARSTEAD ADVISORS, LLC | - | - | - | -3,594 | -100.00% | - | Mar 31, 2023 |
| TRANSCEND CAPITAL ADVISORS, LLC | - | - | - | -3,562 | -100.00% | - | Mar 31, 2023 |
| TWO SIGMA ADVISERS, LP | - | - | - | -3,536 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -2,920 | -100.00% | - | Mar 31, 2023 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -2,604 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -2,516 | -100.00% | - | Mar 31, 2023 |
| STERLING INVESTMENT COUNSEL, LLC | - | - | - | -2,298 | -100.00% | - | Mar 31, 2023 |
| KINLOCH CAPITAL, LLC | - | - | - | -2,134 | -100.00% | - | Mar 31, 2023 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -1,803 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -1,610 | -100.00% | - | Mar 31, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -1,401 | -100.00% | - | Mar 31, 2023 |
| BRAVE ASSET MANAGEMENT INC | - | - | - | -1,400 | -100.00% | - | Mar 31, 2023 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -1,375 | -100.00% | - | Mar 31, 2023 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | - | - | - | -1,356 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -1,222 | -100.00% | - | Mar 31, 2023 |
| MISSION WEALTH MANAGEMENT, LP | - | - | - | -1,000 | -100.00% | - | Mar 31, 2023 |
| TRUE WEALTH DESIGN, LLC | - | - | - | -500 | -100.00% | - | Mar 31, 2023 |
| GRADIENT INVESTMENTS LLC | - | - | - | -500 | -100.00% | - | Mar 31, 2023 |
| CUTLER GROUP LLC / CA | - | - | - | -460 | -100.00% | - | Mar 31, 2023 |
| CUTLER GROUP LLC / CA | - | - | - | -460 | -100.00% | - | Mar 31, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -398 | -100.00% | - | Mar 31, 2023 |
| ROYAL BANK OF CANADA | - | - | - | -337 | -100.00% | - | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -332 | -100.00% | - | Mar 31, 2023 |
| BELPOINTE ASSET MANAGEMENT LLC | - | - | - | -300 | -100.00% | - | Mar 31, 2023 |
| HERITAGE WEALTH ADVISORS | - | - | - | -269 | -100.00% | - | Mar 31, 2023 |
| MONEY CONCEPTS CAPITAL CORP | - | - | - | -259 | -100.00% | - | Mar 31, 2023 |
| SOUTHSTATE CORP | - | - | - | -92 | -100.00% | - | Mar 31, 2023 |
| UBS GROUP AG | - | - | - | -85 | -100.00% | - | Mar 31, 2023 |
| UBS GROUP AG | - | - | - | -85 | -100.00% | - | Mar 31, 2023 |
| FOCUSED WEALTH MANAGEMENT, INC | - | - | - | -50 | -100.00% | - | Mar 31, 2023 |
| EVERMAY WEALTH MANAGEMENT LLC | - | - | - | -28 | -100.00% | - | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -20 | -100.00% | - | Mar 31, 2023 |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | - | - | - | -15 | -100.00% | - | Mar 31, 2023 |
| SOUND INCOME STRATEGIES, LLC | - | - | - | -10 | -100.00% | - | Mar 31, 2023 |
| SOA WEALTH ADVISORS, LLC. | - | - | - | -9 | -100.00% | - | Mar 31, 2023 |
| FMR LLC | - | - | - | -2 | -100.00% | - | Mar 31, 2023 |
Shift's largest sold out institutional shareholder by shares sold is VANGUARD GROUP INC, sold -0.52M shares, valued at -, as of undefined.
Shift Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| MERIDIAN FUND INC | 0.19% | 453,816 | - | - | Mar 28, 2024 |
| BUFFALO FUNDS | 0.15% | 1,013,190 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.14% | 26,791 | - | - | Mar 28, 2024 |
| IndexIQ ETF Trust | 0.11% | 257,739 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 40,200 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.05% | 440,900 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.02% | 4,260,708 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,544 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 92,987 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 2,679 | - | - | Mar 28, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 1,287,556 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 5,078,923 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.01% | 492,650 | - | - | Mar 28, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 45,294 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,741 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,019 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,202,906 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 75,996 | - | - | Mar 31, 2024 |
| Capitol Series Trust | 0.00% | 24,000 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 170,033 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 4,866 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 60,782 | - | - | Feb 29, 2024 |
| Direxion Shares ETF Trust | 0.00% | 216,693 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 7,078 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 511,569 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 21,616 | - | - | Mar 31, 2024 |
| ARBITRAGE FUNDS | 0.00% | 3,000 | - | - | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 3,000 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 119,274 | - | - | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 322,230 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 11,921 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 17,158 | - | - | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,030 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 28,012 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 22,700 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 3,092 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,599 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 58,287 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 30,273 | - | - | Mar 28, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 1,026 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 6,078 | - | - | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 576 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 1,282 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 201,868 | - | - | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 2,113 | - | - | Feb 29, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 342 | - | - | Dec 31, 2023 |
| FIDELITY SALEM STREET TRUST | 0.00% | 332,888 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 249,381 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 84,458 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 22,228 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 2,200 | - | - | Mar 28, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 8,279 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 14,003 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 59 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 6,178 | - | - | Jan 31, 2024 |
| SPDR SERIES TRUST | 0.00% | 1,776,509 | - | - | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 8,657 | - | - | Feb 29, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 3,044 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 441,804 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 2,516 | - | - | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 66,245 | - | - | Dec 31, 2023 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 53,200 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 16,562 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 6,613 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 102 | - | - | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 19,964 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 28,357 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 29,046 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,152 | - | - | Jan 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 5,008 | - | - | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 67 | - | - | Jan 31, 2024 |
| Bridge Builder Trust | 0.00% | 16,227 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 304 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 13,287 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 1,996 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 7,104 | - | - | Mar 28, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 16,800 | - | - | Feb 29, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 81 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 4,590 | - | - | Feb 29, 2024 |
| John Hancock Funds II | 0.00% | 7,195 | - | - | Feb 29, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 21 | - | - | Mar 31, 2023 |
Shift's largest mutual fund holder by % of total assets is "MERIDIAN FUND INC", owning 453.82K shares, compromising 0.19% of its total assets.
Shift Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Dec, 22 | 78 | 30.00% |
| 30 Sep, 22 | 60 | -18.92% |
| 30 Jun, 22 | 74 | -22.92% |
| 31 Mar, 22 | 96 | -8.57% |
| 31 Dec, 21 | 105 | -6.25% |
| 30 Sep, 21 | 112 | -0.88% |
| 30 Jun, 21 | 113 | 15.31% |
| 31 Mar, 21 | 98 | 24.05% |
| 31 Dec, 20 | 79 | 7800.00% |
| 30 Sep, 20 | 1 | - |
As of 31 Dec 22, 78 institutions are holding Shift's shares, representing an increase of 30.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Dec, 22 | 21,773,629 | 40.28% |
| 30 Sep, 22 | 15,522,055 | -24.79% |
| 30 Jun, 22 | 20,639,416 | -25.10% |
| 31 Mar, 22 | 27,557,689 | -26.27% |
| 31 Dec, 21 | 37,377,075 | 1.83% |
| 30 Sep, 21 | 36,704,118 | -6.54% |
| 30 Jun, 21 | 39,273,263 | 28.77% |
| 31 Mar, 21 | 30,498,269 | -4.84% |
| 31 Dec, 20 | 32,048,243 | 38836.97% |
| 30 Sep, 20 | 82,308 | - |
Shift (SFT) has 21.77M shares outstanding as of 31 Dec 22, up 40.28% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Dec, 22 | 211.04% | 0.59% |
| 30 Sep, 22 | 188.63% | 0.29% |
| 30 Jun, 22 | 254.96% | 0.22% |
| 31 Mar, 22 | 336.79% | 0.15% |
| 31 Dec, 21 | 477.37% | 0.22% |
| 30 Sep, 21 | 469.98% | 0.19% |
| 30 Jun, 21 | 503.21% | 0.33% |
| 31 Mar, 21 | 391.46% | 0.27% |
| 31 Dec, 20 | 381.96% | 38011.72% |
| 30 Sep, 20 | 1.00% | - |
As of 31 Dec 22, Shift is held by 211.04% institutional shareholders, representing a 0.59% growth compared to 30 Sep 22.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Dec, 22 | 54 | 440.00% |
| 30 Sep, 22 | 10 | -67.74% |
| 30 Jun, 22 | 31 | -26.19% |
| 31 Mar, 22 | 42 | -23.64% |
| 31 Dec, 21 | 55 | 17.02% |
| 30 Sep, 21 | 47 | -28.79% |
| 30 Jun, 21 | 66 | 24.53% |
| 31 Mar, 21 | 53 | -24.29% |
| 31 Dec, 20 | 70 | 6900.00% |
| 30 Sep, 20 | 1 | - |
54 institutional shareholders have increased their position in SFT stock as of 31 Dec 22 compared to 10 in the previous quarter (a 440.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Dec, 22 | 8 | -70.37% |
| 30 Sep, 22 | 27 | 8.00% |
| 30 Jun, 22 | 25 | -10.71% |
| 31 Mar, 22 | 28 | 12.00% |
| 31 Dec, 21 | 25 | -34.21% |
| 30 Sep, 21 | 38 | 72.73% |
| 30 Jun, 21 | 22 | -8.33% |
| 31 Mar, 21 | 24 | - |
| 31 Dec, 20 | - | - |
| 30 Sep, 20 | - | - |
8 institutional shareholders have reduced their position in SFT stock as of 31 Dec 22 compared to 27 in the previous quarter (a -70.37% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Dec, 22 | 78 | 30.00% | 21,773,629 | 40.28% | 211.04% | 0.59% | 54 | 440.00% | 8 | -70.37% |
| 30 Sep, 22 | 60 | -18.92% | 15,522,055 | -24.79% | 188.63% | 0.29% | 10 | -67.74% | 27 | 8.00% |
| 30 Jun, 22 | 74 | -22.92% | 20,639,416 | -25.10% | 254.96% | 0.22% | 31 | -26.19% | 25 | -10.71% |
| 31 Mar, 22 | 96 | -8.57% | 27,557,689 | -26.27% | 336.79% | 0.15% | 42 | -23.64% | 28 | 12.00% |
| 31 Dec, 21 | 105 | -6.25% | 37,377,075 | 1.83% | 477.37% | 0.22% | 55 | 17.02% | 25 | -34.21% |
| 30 Sep, 21 | 112 | -0.88% | 36,704,118 | -6.54% | 469.98% | 0.19% | 47 | -28.79% | 38 | 72.73% |
| 30 Jun, 21 | 113 | 15.31% | 39,273,263 | 28.77% | 503.21% | 0.33% | 66 | 24.53% | 22 | -8.33% |
| 31 Mar, 21 | 98 | 24.05% | 30,498,269 | -4.84% | 391.46% | 0.27% | 53 | -24.29% | 24 | - |
| 31 Dec, 20 | 79 | 7800.00% | 32,048,243 | 38836.97% | 381.96% | 38011.72% | 70 | 6900.00% | - | - |
| 30 Sep, 20 | 1 | - | 82,308 | - | 1.00% | - | 1 | - | - | - |
Shift Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Shift's stock was made by Sheehy Kimberly H. on Nov 20 2023, selling 36,578 shares at $0.04 per share (valued at $1.37K). The last insider buy of SFT was made by Venkata Maruthi JD on Apr 26 2023, buying 57,423 shares at $1.31 per share (worth $75.11K).
Shift Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 14 | 6 | 233.33% |
| Q1 2023 | 7 | 7 | 100.00% |
| Q4 2022 | 7 | 5 | 140.00% |
| Q3 2022 | 7 | 5 | 140.00% |
| Q2 2022 | 6 | 7 | 85.71% |
| Q1 2022 | - | 7 | - |
| Q4 2021 | 10 | 8 | 125.00% |
| Q3 2021 | 6 | - | - |
| Q2 2021 | 10 | 4 | 250.00% |
| Q1 2021 | 26 | - | - |
| Q4 2020 | 35 | 12 | 291.67% |
| Q1 2019 | - | 8 | - |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Shift's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 9 | 3 | 300.00% |
| Q1 2023 | 7 | 3 | 233.33% |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | 3 | 1 | 300.00% |
| Q1 2021 | - | - | - |
| Q4 2020 | 3 | - | - |
| Q1 2019 | - | - | - |
As of Q4 2023, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Shift's stocks.
Shift Peer Ownership
| Ticker | Company |
|---|---|
| AN | AutoNation, Inc. |
| CWH | Camping World Holdings, Inc. |
| PAG | Penske Automotive Group, Inc. |
| CZOO | Cazoo Group Ltd |
| CANG | Cango Inc. |
| GPI | Group 1 Automotive, Inc. |
| KMX | CarMax, Inc. |
| LAD | Lithia Motors, Inc. |
| SDA | SunCar Technology Group Inc. |
| ABG | Asbury Automotive Group, Inc. |
| CVNA | Carvana Co. |
| JZXN | Jiuzi Holdings, Inc. |
| UXIN | Uxin Limited |
| UCAR | U Power Limited |
| VRM | Vroom, Inc. |
SFT Ownership FAQ
Who Owns Shift?
Shift is owned by institutional shareholders (211.04%), insiders (31.50%), and public (-142.54%). The largest institutional shareholder of Shift is BALYASNY ASSET MANAGEMENT L.P. (75.25% of total shares) and the top mutual fund owner is MERIDIAN FUND INC (0.19% of total shares).
Who are the major institutional shareholders of Shift?
Shift's major institutional shareholders are BALYASNY ASSET MANAGEMENT L.P., VANGUARD GROUP INC, JEFFERIES FINANCIAL GROUP INC., BLACKROCK INC., and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 219.44% of the company's share outstanding.
How many Shift shareholders are there?
As of Dec 2022, there are 78 institutional shareholders of Shift.
What percentage of Shift is owned by BALYASNY ASSET MANAGEMENT L.P?
BALYASNY ASSET MANAGEMENT L.P owns 650K shares of Shift, representing 75.25% of the company's total shares outstanding, valued at $29.25M (as of Mar 2023).
What percentage of Shift is owned by VANGUARD GROUP INC?
As of Mar 2023, VANGUARD GROUP INC holds 523.23K shares of Shift (SFT), compromising 60.57% of the company, valued at $586.02M.
What percentage of Shift is owned by JEFFERIES FINANCIAL GROUP INC?
JEFFERIES FINANCIAL GROUP INC is the third largest holder of Shift. The company owns 289.74K of the company's shares outstanding (worth $324.51M).