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Z Squared Inc.

ZSQR
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001759186

In the last 90 days, Z Squared Inc. insiders filed 1 open-market purchase and 0 sales; 46 institutions reported holding it in 13F filings for Q2 2026, worth $75.5M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Z Squared Inc. as of Dec 31, 2023. 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
20
+5 vs. Q3 2023
Shares held
4.73M
+1.44M (+43.8%) vs. Q3 2023
Total value
$3.71M
−$108.3K (−2.8%) vs. Q3 2023
New holders
7
7 more added
Sold out
2
2 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ZSQR 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 holdersQ4 2023: 20 institutions
Q1 2021: 25 institutionsQ2 2021: 30 institutionsQ3 2021: 38 institutionsQ4 2021: 43 institutionsQ1 2022: 42 institutionsQ2 2022: 17 institutionsQ3 2022: 16 institutionsQ4 2022: 11 institutionsQ1 2023: 11 institutionsQ2 2023: 15 institutionsQ3 2023: 15 institutionsQ4 2023: 20 institutionsQ1 2024: 21 institutionsQ2 2024: 18 institutionsQ3 2024: 15 institutionsQ4 2024: 7 institutionsQ1 2025: 9 institutionsQ2 2025: 9 institutionsQ3 2025: 11 institutionsQ4 2025: 15 institutionsQ1 2026: 14 institutionsQ2 2026: 46 institutions
Value heldQ4 2023: $3.71M
Q1 2021: $37.7MQ2 2021: $56.7MQ3 2021: $59.9MQ4 2021: $64.2MQ1 2022: $65.8MQ2 2022: $24.2MQ3 2022: $21.8MQ4 2022: $5.79MQ1 2023: $362.9KQ2 2023: $5.17MQ3 2023: $3.82MQ4 2023: $3.71MQ1 2024: $1.41MQ2 2024: $484.0KQ3 2024: $299.8KQ4 2024: $56.8KQ1 2025: $517.6KQ2 2025: $794.9KQ3 2025: $2.53MQ4 2025: $6.63MQ1 2026: $5.72MQ2 2026: $75.5M
Institutions holding ZSQR and their total value by quarter
QuarterHoldersValue
Q2 202646$75.5M
Q1 202614$5.72M
Q4 202515$6.63M
Q3 202511$2.53M
Q2 20259$794.9K
Q1 20259$517.6K
Q4 20247$56.8K
Q3 202415$299.8K
Q2 202418$484.0K
Q1 202421$1.41M
Q4 202320$3.71M
Q3 202315$3.82M
Q2 202315$5.17M
Q1 202311$362.9K
Q4 202211$5.79M
Q3 202216$21.8M
Q2 202217$24.2M
Q1 202242$65.8M
Q4 202143$64.2M
Q3 202138$59.9M
Q2 202130$56.7M
Q1 202125$37.7M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Z Squared Inc.; share changes are against Q3 2023.

Institutions holding ZSQR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC3,520,000$2.76M0.07%+1,308,000+59.1%Added
Creative Planning645,104$505.7K0.00%+10.0%Added
Geode Capital Management, LLC183,631$144.0K0.00%+58,922+47.2%Added
Vanguard Group Inc108,709$85.2K0.00%+19,087+21.3%Added
Cambridge Investment Research Advisors, Inc.56,149$44.0K0.00%−10,000−15.1%Reduced
Ionic Capital Management LLC45,000$35.3K0.02%00.0%Unchanged
Sea Otter Advisors LLC45,000$35.3K0.03%00.0%Unchanged
Mint Tower Capital Management B.V.45,000$35.0K0.01%+45,000New
Citadel Advisors LLC22,710$17.8K0.00%+22,710New
Virtu Financial LLC15,824$12.0K0.00%+15,824New
Tower Research Capital LLC (TRC)12,205$9.57K0.00%+5,124+72.4%Added
Two Sigma Securities, LLC12,082$9.47K0.00%+12,082New
UBS Group AG10,891$8.54K0.00%+10,891New
Shaolin Capital Management LLC10,000$7.84K0.00%−35,000−77.8%Reduced
Wolverine Asset Management LLC222$1740.00%00.0%Unchanged
Wells Fargo & Company184$1440.00%+76+70.4%Added
Barclays PLC67$530.00%00.0%Unchanged
Semmax Financial Advisors Inc.112$480.00%+112New
JPMorgan Chase & Co19$150.00%+3+18.8%Added
Bank of America Corp8$60.00%+8New
Susquehanna International Group, LLP0$00.00%−10,946−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−67−100.0%Sold out