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SharpSpring, Inc.

SHSPDelisted Sep 1, 2021
Industry
Services-Prepackaged Software
SEC CIK
0001506439

SharpSpring, Inc. was delisted on Sep 1, 2021; its insiders filed their last Form 4 on Sep 3, 2021; 57 institutions reported holding it in 13F filings for Q2 2021, worth $140.4M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in SharpSpring, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
57
+4 vs. Q1 2021
Shares held
8.22M
+155.9K (+1.9%) vs. Q1 2021
Total value
$140.4M
+$10.4M (+8.0%) vs. Q1 2021
New holders
17
15 more added
Sold out
13
15 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SHSP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 57 institutions
Q1 2021: 53 institutionsQ2 2021: 57 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $140.4M
Q1 2021: $130.0MQ2 2021: $140.4MQ3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SHSP and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 202157$140.4M
Q1 202153$130.0M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding SharpSpring, Inc.; share changes are against Q1 2021.

Institutions holding SHSP in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BNP Paribas Arbitrage, SA45$7600.00%00.0%Unchanged
Advisory Services Network, LLC200$3.00K0.00%+200New
Tower Research Capital LLC (TRC)216$4.00K0.00%+203+1,561.5%Added
Wells Fargo & Company972$16.0K0.00%+201+26.1%Added
Cascade Investment Advisors, Inc.950$16.0K0.01%00.0%Unchanged
IFP Advisors, Inc4,432$75.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.5,300$89.0K0.00%−300−5.4%Reduced
UBS Group AG5,884$99.0K0.00%+3,813+184.1%Added
Wolverine Asset Management LLC8,675$146.0K0.00%+8,675New
Price T Rowe Associates Inc10,400$176.0K0.00%00.0%Unchanged
Citadel Advisors LLC10,731$181.0K0.00%−3,532−24.8%Reduced
JPMorgan Chase & Co11,012$186.0K0.00%−2,785−20.2%Reduced
CSS LLC12,500$211.0K0.01%+12,500New
Must Asset Management Inc.12,964$219.0K0.15%−1,141−8.1%Reduced
Prelude Capital Management, LLC17,263$292.0K0.02%+17,263New
PDT Partners, LLC17,879$302.0K0.02%+1,012+6.0%Added
Citigroup Inc18,400$311.0K0.00%+10,521+133.5%Added
Northern Trust Corp20,754$351.0K0.00%00.0%Unchanged
Chicago Capital Management, LLC22,113$373.0K0.21%+22,113New
Deutsche Bank AG23,151$391.0K0.00%00.0%Unchanged
Millennium Management LLC23,484$397.0K0.00%−35,381−60.1%Reduced
Steward Partners Investment Advisory, LLC28,159$476.0K0.01%−5,255−15.7%Reduced
Qube Research & Technologies Ltd29,977$506.0K0.01%+29,977New
Barclays PLC30,032$507.0K0.00%+28,811+2,359.6%Added
Beryl Capital Management LLC30,489$515.0K0.05%+30,489New
Highland Capital Management Fund Advisors, L.P.32,329$546.0K0.12%+32,329New
State Street Corp34,458$582.0K0.00%+34,458New
Brooktree Capital Management35,213$595.0K0.38%−4,768−11.9%Reduced
Gardner Lewis Asset Management L P36,006$608.0K0.10%+36,006New
S. Muoio & Co. LLC36,607$618.0K0.52%+36,607New
Morgan Stanley37,407$631.0K0.00%+12,839+52.3%Added
Bank of America Corp39,301$664.0K0.00%+38,300+3,826.2%Added
BCK Capital Management LP40,000$676.0K0.34%+40,000New
Ergoteles LLC42,443$717.0K0.02%+42,443New
Gabelli & Co Investment Advisers, Inc.47,000$794.0K0.09%+47,000New
M&G Investment Management Ltd46,923$798.0K0.00%+46,923New
GWM Advisors LLC51,142$864.0K0.02%+51,142New
Renaissance Technologies LLC53,200$899.0K0.00%−73,300−57.9%Reduced
Gabelli Funds LLC55,279$934.0K0.01%+55,279New
Dimensional Fund Advisors LP61,363$1.04M0.00%+17,667+40.4%Added
Two Sigma Investments, LP85,337$1.44M0.00%−14,197−14.3%Reduced
Geode Capital Management, LLC96,056$1.62M0.00%+8,353+9.5%Added
Two Sigma Advisers, LP96,600$1.63M0.00%+26,700+38.2%Added
Royce & Associates LP104,700$1.77M0.01%00.0%Unchanged
Bard Associates Inc139,480$2.36M0.77%−450.0%Reduced
BlackRock Inc.179,224$3.03M0.00%−25,803−12.6%Reduced
S Squared Technology, LLC194,837$3.29M1.49%00.0%Unchanged
Swedbank AB250,038$4.22M0.01%−25,000−9.1%Reduced
Titan Global Capital Management USA LLC350,904$5.93M1.01%+42,166+13.7%Added
Granahan Investment Management Inc417,384$7.05M0.13%−77,352−15.6%Reduced
Herald Investment Management Ltd448,293$7.56M1.23%00.0%Unchanged
PenderFund Capital Management Ltd.395,702$8.29M1.94%+118,100+42.5%Added
Vanguard Group Inc548,119$9.26M0.00%−8,275−1.5%Reduced
Jacob Asset Management of New York LLC630,519$10.6M3.51%+63,287+11.2%Added
Wellington Management Group LLP957,933$16.2M0.00%+22,533+2.4%Added
AWM Investment Company, Inc.968,353$16.4M1.61%00.0%Unchanged
Greenhaven Road Investment Management, L.P.1,360,103$23.0M4.71%−5,102−0.4%Reduced
Samjo Capital LLC0$00.00%−165,000−100.0%Sold out
Perkins Capital Management Inc0$00.00%−111,825−100.0%Sold out
R.P. Boggs & Co.0$00.00%−79,158−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−51,539−100.0%Sold out
HRT Financial LP0$00.00%−30,329−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−25,489−100.0%Sold out
O'Brien Greene & Co. Inc0$00.00%−23,000−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−10,000−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−1,494−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−942−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−539−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−255−100.0%Sold out
FMR LLC0$00.00%−204−100.0%Sold out