Sezzle Inc (SEZL) 13F Investor Activity Report (Q2 2026)

SEZL ranks #1911 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SEZL is a top-conviction position for Divisadero Street Capital Management, LP — at 6.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SEZL belongs to BlackRock, Inc., but the position matters far more to Divisadero Street Capital Management, LP, who has 6.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Divisadero Street Capital Management, LP has added to its SEZL position for two straight quarters, increasing it by $211.8M to reach $283.1M today.

SG Americas Securities, LLC has trimmed its SEZL position for two straight quarters, cutting it by $2.6M while still holding $536.0K.

SEZL is up 1.8% today, and institutions have been net buyers of $1.0B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SEZL posted net income of $161.4M over the trailing twelve months, and currently trades at a P/E of 27.9.

• Profitable — net income of $161.4M over the trailing twelve months
• Revenue grew 54.7% year over year
• Net income improved year over year, from $104.6M to $161.4M
• Generated $209.9M in positive operating cash flow
• Current ratio of 3.92x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.36x equity — within a conventional range