Katapult Holdings
KPLT on Nasdaq. Market value $22m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 26 funds in all.
Largest holders overall
- Iridian Asset Management$6mCut
- Cantor Fitzgerald, L. P.$2mAdded
- CIBC Bancorp USA$891,121
- Vanguard Capital Management$710,932
- Venturi Wealth Management$364,701
- OCO Capital Partners, L.P.$330,500
- Geode Capital Management$299,701Cut
- BlackRock$279,650Added
- Goldman Sachs Group$172,389Cut
- State Street$138,671
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- BasePoint Group Inc.Passive investor26.8%Since 11 August 2026
What they said
No funds or other consideration were used by the Reporting Person to acquire the shares of Common Stock reported herein. On August 11, the Issuer completed its previously announced merger transaction (the Merger) in accordance with the terms and conditions of the Agreement and…
Read the filing - William Allan JonesInsider or founderat least 21.8%(filed with 3 related holders)Since 11 August 2026
What they said
The information set forth in Items 3 and 6 is incorporated by reference in its entirety into this Item 4. On December 11, 2025, the Issuer entered into the Merger Agreement with Merger Sub 1, Merger Sub 2, CCFI, and Aaron's. Pursuant to the Merger Agreement, on August 11, 2026,…
Read the filing - Advantage Insurance Inc.Passive investor5.4%Since 11 August 2026
- IRIDIAN ASSET MANAGEMENT LLC/CTPassive investorSold down below 5%Since 18 September 2026
- HHCF Series 21 Sub, LLCPassive investorSold down below 5%Since 11 August 2026
What they said
Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On August 11, 2026, HHCF transferred 612,985 shares of the Issuer's Common Stock in a private transaction.
Read the filing - Sold down below 5%Since 3 November 2025
What they said
Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following at the end thereof: On November 2, 2025, the Issuer entered into the Limited Waiver and First Amendment ("Limited Waiver and First Amendment") to its Refinancing Agreement with the Credit…
Read the filing - IQV Holdco, LLCSold down below 5%Since 11 August 2026
What they said
The information set forth in Item 3 hereof is hereby incorporated by reference. Lock-Up Agreements In connection and concurrently with the execution and delivery of the Merger Agreement, IQV Holdco and certain other CCF and Aaron's securityholders entered into a lock-up…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
BasePoint Group Inc. Passive investor | 26.8% | 11 August 2026 | What they saidNo funds or other consideration were used by the Reporting Person to acquire the shares of Common Stock reported herein. On August 11, the Issuer completed its previously announced merger transaction (the Merger) in accordance with the terms and conditions of the Agreement and… Read the filing |
William Allan Jones Insider or founder | at least 21.8% (filed with 3 related holders) | 11 August 2026 | What they saidThe information set forth in Items 3 and 6 is incorporated by reference in its entirety into this Item 4. On December 11, 2025, the Issuer entered into the Merger Agreement with Merger Sub 1, Merger Sub 2, CCFI, and Aaron's. Pursuant to the Merger Agreement, on August 11, 2026,… Read the filing |
Advantage Insurance Inc. Passive investor | 5.4% | 11 August 2026 | |
IRIDIAN ASSET MANAGEMENT LLC/CT Passive investor | Sold down below 5% | 18 September 2026 | |
HHCF Series 21 Sub, LLC Passive investor | Sold down below 5% | 11 August 2026 | What they saidItem 4 of the Schedule 13D is hereby amended and supplemented as follows: On August 11, 2026, HHCF transferred 612,985 shares of the Issuer's Common Stock in a private transaction. Read the filing |
Sold down below 5% | 3 November 2025 | What they saidItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following at the end thereof: On November 2, 2025, the Issuer entered into the Limited Waiver and First Amendment ("Limited Waiver and First Amendment") to its Refinancing Agreement with the Credit… Read the filing | |
IQV Holdco, LLC | Sold down below 5% | 11 August 2026 | What they saidThe information set forth in Item 3 hereof is hereby incorporated by reference. Lock-Up Agreements In connection and concurrently with the execution and delivery of the Merger Agreement, IQV Holdco and certain other CCF and Aaron's securityholders entered into a lock-up… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
We couldn’t fully check Katapult Holdings’ latest annual report.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We couldn't fully read the 10-K filed 11 Mar 2026, so we can't say there are no warning signs.
Changed auditor
Worth knowingThe company changed its auditor (the firm that checks its books) in the last two years.
“On September 2, 2026, the Audit Committee of the Board of Directors (the “Committee”) of Katapult Holdings, Inc. (the “Company”) approved the dismissal of Grant Thornton LLP (“Grant Thornton”) as the Company’s independent registered public accounting firm, effective immediately.”
From an 8-K filed 4 September 2026: Change of auditor. Read it in the filing
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.