GIFTIFY, INC. - Common Stock, $0.001 par value (GIFT) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / Common Stock, $0.001 par value
Symbol
GIFT on Nasdaq
Shares outstanding
29,831,839
Price per share
$1.06
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,599,920
Total reported value
$3,815,915
% of total 13F portfolios
0%
Share change
-50,379
Value change
-$97,403
Number of holders
14
Price from insider filings
$1.06
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of GIFTIFY, INC. - Common Stock, $0.001 par value (GIFT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Interactive Communications International, Inc. 8.7% $4,905,249 2,595,370 Interactive Communications International, Inc. 29 Dec 2023

As of 30 Sep 2025, 14 institutional investors reported holding 3,599,920 shares of GIFTIFY, INC. - Common Stock, $0.001 par value (GIFT). This represents 12% of the company’s total 29,831,839 outstanding shares.

Top 15 Institutional Shareholders

The largest institutional shareholders of GIFTIFY, INC. - Common Stock, $0.001 par value (GIFT) together control 12% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 8.4% 2,493,790 -7.8% 1.1% $2,643,417
VANGUARD GROUP INC 1.6% 477,317 -0.26% 0% $505,957
GEODE CAPITAL MANAGEMENT, LLC 0.53% 158,605 +2.7% 0% $168,120
Henrickson Nauta Wealth Advisors, Inc. 0.51% 150,788 0.05% $159,835
BLAIR WILLIAM & CO/IL 0.32% 95,000 +280% 0% $100,700
waypoint wealth counsel 0.24% 70,930 0% 0.03% $75,186
BlackRock, Inc. 0.19% 58,142 +15% 0% $61,631
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.15% 45,007 +62% 0% $47,707
NORTHERN TRUST CORP 0.1% 29,130 0% 0% $30,878
GOLDMAN SACHS GROUP INC 0.03% 10,395 0% $11,019
UBS Group AG 0.02% 5,769 -37% 0% $6,115
Tower Research Capital LLC (TRC) 0.02% 5,002 +305% 0% $5,302
BANK OF AMERICA CORP /DE/ 0% 44 -72% 0% $47
Provenance Wealth Advisors, LLC 0% 1 0% 0% $1
ELEVATION POINT WEALTH PARTNERS, LLC 0% 0 -100% $0

Institutional Holders of GIFTIFY, INC. - Common Stock, $0.001 par value (GIFT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 0 $0 -$159,835 $1.06 0
2025 Q3 3,599,920 $3,815,915 -$97,403 $1.06 14
2025 Q2 3,650,299 $5,475,450 +$491,195 $1.50 13
2025 Q1 3,314,717 $6,629,434 +$458,766 $2.00 15
2024 Q4 3,113,153 $3,328,454 +$65,624 $1.07 11
2024 Q3 3,024,064 $5,263,689 +$5,263,690 $1.83 9