Shift Ownership 2024 | Who Owns Shift Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

0.00%

Insider Ownership

31.50%

Institutional Holders

1.00

Shift Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.75.25%0.00%650,000650,000100.00%29,250,000Mar 31, 2023
VANGUARD GROUP INC60.57%-523,227523,227100.00%586,015,000Mar 31, 2023
JEFFERIES FINANCIAL GROUP INC.33.54%0.00%289,744289,744100.00%324,513,000Mar 31, 2023
BLACKROCK INC.25.49%-220,216220,216100.00%246,641,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC24.59%0.00%212,372212,372100.00%238,000Mar 31, 2023
SOFTBANK GROUP CORP.23.93%0.00%206,697206,697100.00%231,501,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC14.67%-126,709126,709100.00%141,914,000Mar 31, 2023
GOLDMAN SACHS GROUP INC4.78%-41,29241,292100.00%46,247,000Mar 31, 2023
STATE STREET CORP4.73%-40,87140,871100.00%45,776,000Mar 31, 2023
GROUP ONE TRADING, L.P.3.94%0.00%34,06234,062100.00%38,149,000Mar 31, 2023
AMUNDI3.64%-31,42231,422100.00%35,821,000Mar 31, 2023
CIBC ASSET MANAGEMENT INC3.36%0.00%28,99528,995100.00%32,474,000Mar 31, 2023
SHAY CAPITAL LLC3.11%0.01%26,83626,836100.00%30,056,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.87%-24,80024,800100.00%27,776,000Mar 31, 2023
BANK OF AMERICA CORP /DE/2.86%-24,71924,719100.00%27,685,000Mar 31, 2023
NORTHERN TRUST CORP2.25%-19,40119,401100.00%21,729,000Mar 31, 2023
MORGAN STANLEY2.16%-18,63718,637100.00%20,874,000Mar 31, 2023
VIRTU FINANCIAL LLC1.89%0.00%16,34416,344100.00%18,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)1.85%0.00%16,00916,009100.00%18,000Mar 31, 2023
RAYMOND JAMES & ASSOCIATES1.64%-14,20314,203100.00%15,907,000Mar 31, 2023

Shift's largest institutional shareholder is BALYASNY ASSET MANAGEMENT L.P., holding 75.25% of the company's total share outstanding, currently valued at $29.25M. The top 10 institutional shareholders own together 271.49% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SHAY CAPITAL LLC3.11%0.01%26,83626,836100.00%30,056,000Mar 31, 2023
SOFTBANK GROUP CORP.23.93%0.00%206,697206,697100.00%231,501,000Mar 31, 2023
JEFFERIES FINANCIAL GROUP INC.33.54%0.00%289,744289,744100.00%324,513,000Mar 31, 2023
VIRTU FINANCIAL LLC1.89%0.00%16,34416,344100.00%18,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)1.85%0.00%16,00916,009100.00%18,000Mar 31, 2023
TRUE WEALTH DESIGN, LLC0.08%0.00%690690100.00%773,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC24.59%0.00%212,372212,372100.00%238,000Mar 31, 2023
SIMPLICITY SOLUTIONS, LLC1.20%0.00%10,33510,335100.00%11,575,000Mar 31, 2023
CLEARSTEAD ADVISORS, LLC0.42%0.00%3,5933,593100.00%4,025,000Mar 31, 2023
GROUP ONE TRADING, L.P.3.94%0.00%34,06234,062100.00%38,149,000Mar 31, 2023
CIBC ASSET MANAGEMENT INC3.36%0.00%28,99528,995100.00%32,474,000Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.75.25%0.00%650,000650,000100.00%29,250,000Mar 31, 2023
GROUP ONE TRADING, L.P.0.98%-8,5008,500100.00%9,520,000Mar 31, 2023
WOLVERINE ASSET MANAGEMENT LLC0.27%-2,3002,300100.00%2,576,000Mar 31, 2023
AMUNDI3.64%-31,42231,422100.00%35,821,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC14.67%-126,709126,709100.00%141,914,000Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC0.03%-300300100.00%336,000Mar 31, 2023
GRADIENT INVESTMENTS LLC0.06%-500500100.00%560,000Mar 31, 2023
VANGUARD GROUP INC60.57%-523,227523,227100.00%586,015,000Mar 31, 2023
RAYMOND JAMES & ASSOCIATES1.64%-14,20314,203100.00%15,907,000Mar 31, 2023

The largest Shift shareholder by % of total assets is SHAY CAPITAL LLC. The company owns 26.84K shares of Shift (SFT), representing 0.01% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.75.25%0.00%650,000650,000100.00%29,250,000Mar 31, 2023
VANGUARD GROUP INC60.57%-523,227523,227100.00%586,015,000Mar 31, 2023
JEFFERIES FINANCIAL GROUP INC.33.54%0.00%289,744289,744100.00%324,513,000Mar 31, 2023
BLACKROCK INC.25.49%-220,216220,216100.00%246,641,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC24.59%0.00%212,372212,372100.00%238,000Mar 31, 2023
SOFTBANK GROUP CORP.23.93%0.00%206,697206,697100.00%231,501,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC14.67%-126,709126,709100.00%141,914,000Mar 31, 2023
GOLDMAN SACHS GROUP INC4.78%-41,29241,292100.00%46,247,000Mar 31, 2023
STATE STREET CORP4.73%-40,87140,871100.00%45,776,000Mar 31, 2023
GROUP ONE TRADING, L.P.3.94%0.00%34,06234,062100.00%38,149,000Mar 31, 2023
AMUNDI3.64%-31,42231,422100.00%35,821,000Mar 31, 2023
CIBC ASSET MANAGEMENT INC3.36%0.00%28,99528,995100.00%32,474,000Mar 31, 2023
SHAY CAPITAL LLC3.11%0.01%26,83626,836100.00%30,056,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.87%-24,80024,800100.00%27,776,000Mar 31, 2023
BANK OF AMERICA CORP /DE/2.86%-24,71924,719100.00%27,685,000Mar 31, 2023
NORTHERN TRUST CORP2.25%-19,40119,401100.00%21,729,000Mar 31, 2023
MORGAN STANLEY2.16%-18,63718,637100.00%20,874,000Mar 31, 2023
VIRTU FINANCIAL LLC1.89%0.00%16,34416,344100.00%18,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)1.85%0.00%16,00916,009100.00%18,000Mar 31, 2023
RAYMOND JAMES & ASSOCIATES1.64%-14,20314,203100.00%15,907,000Mar 31, 2023

As of Mar 31 2023, Shift's largest institutional buyer is BALYASNY ASSET MANAGEMENT L.P.. The company purchased 650.00K stocks of SFT, valued at $29.25M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC----523,230-100.00%-Mar 31, 2023
JEFFERIES FINANCIAL GROUP INC.----289,745-100.00%-Mar 31, 2023
BLACKROCK INC.----250,148-100.00%-Mar 31, 2023
SOFTBANK GROUP CORP.----206,698-100.00%-Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC----171,214-100.00%-Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC----126,713-100.00%-Mar 31, 2023
HB WEALTH MANAGEMENT, LLC----56,776-100.00%-Mar 31, 2023
GROUP ONE TRADING, L.P.----56,275-100.00%-Mar 31, 2023
MILLENNIUM MANAGEMENT LLC----50,889-100.00%-Mar 31, 2023
STATE STREET CORP----40,874-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----40,853-100.00%-Mar 31, 2023
AMUNDI----31,423-100.00%-Mar 31, 2023
GROUP ONE TRADING, L.P.----31,260-100.00%-Mar 31, 2023
GOLDMAN SACHS GROUP INC----26,598-100.00%-Mar 31, 2023
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----25,610-100.00%-Mar 31, 2023
BANK OF AMERICA CORP /DE/----24,735-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----23,870-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----23,870-100.00%-Mar 31, 2023
NANTAHALA CAPITAL MANAGEMENT, LLC----20,000-100.00%-Mar 31, 2023
NORTHERN TRUST CORP----19,403-100.00%-Mar 31, 2023

As of Mar 31 2023, Shift's biggest institutional seller is VANGUARD GROUP INC. The company sold -0.52M shares of SFT, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.75.25%0.00%650,000650,000100.00%29,250,000Mar 31, 2023
VANGUARD GROUP INC60.57%-523,227523,227100.00%586,015,000Mar 31, 2023
JEFFERIES FINANCIAL GROUP INC.33.54%0.00%289,744289,744100.00%324,513,000Mar 31, 2023
BLACKROCK INC.25.49%-220,216220,216100.00%246,641,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC24.59%0.00%212,372212,372100.00%238,000Mar 31, 2023
SOFTBANK GROUP CORP.23.93%0.00%206,697206,697100.00%231,501,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC14.67%-126,709126,709100.00%141,914,000Mar 31, 2023
GOLDMAN SACHS GROUP INC4.78%-41,29241,292100.00%46,247,000Mar 31, 2023
STATE STREET CORP4.73%-40,87140,871100.00%45,776,000Mar 31, 2023
GROUP ONE TRADING, L.P.3.94%0.00%34,06234,062100.00%38,149,000Mar 31, 2023
AMUNDI3.64%-31,42231,422100.00%35,821,000Mar 31, 2023
CIBC ASSET MANAGEMENT INC3.36%0.00%28,99528,995100.00%32,474,000Mar 31, 2023
SHAY CAPITAL LLC3.11%0.01%26,83626,836100.00%30,056,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.87%-24,80024,800100.00%27,776,000Mar 31, 2023
BANK OF AMERICA CORP /DE/2.86%-24,71924,719100.00%27,685,000Mar 31, 2023
NORTHERN TRUST CORP2.25%-19,40119,401100.00%21,729,000Mar 31, 2023
MORGAN STANLEY2.16%-18,63718,637100.00%20,874,000Mar 31, 2023
VIRTU FINANCIAL LLC1.89%0.00%16,34416,344100.00%18,000Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)1.85%0.00%16,00916,009100.00%18,000Mar 31, 2023
RAYMOND JAMES & ASSOCIATES1.64%-14,20314,203100.00%15,907,000Mar 31, 2023
MILLENNIUM MANAGEMENT LLC1.50%-12,99912,999100.00%15,000Mar 31, 2023
CITADEL ADVISORS LLC1.27%-10,95010,950100.00%12,264,000Mar 31, 2023
SIMPLICITY SOLUTIONS, LLC1.20%0.00%10,33510,335100.00%11,575,000Mar 31, 2023
GROUP ONE TRADING, L.P.0.98%-8,5008,500100.00%9,520,000Mar 31, 2023
CLEARSTEAD ADVISORS, LLC0.42%0.00%3,5933,593100.00%4,025,000Mar 31, 2023
CITADEL ADVISORS LLC0.28%-2,3782,378100.00%2,663,000Mar 31, 2023
WOLVERINE ASSET MANAGEMENT LLC0.27%-2,3002,300100.00%2,576,000Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.0.19%-1,6271,627100.00%1,816,000Mar 31, 2023
ROYAL BANK OF CANADA0.13%-1,1501,150100.00%1,000,000Mar 31, 2023
TRUE WEALTH DESIGN, LLC0.08%0.00%690690100.00%773,000Mar 31, 2023
GRADIENT INVESTMENTS LLC0.06%-500500100.00%560,000Mar 31, 2023
WELLS FARGO & COMPANY/MN0.05%-398398100.00%446,000Mar 31, 2023
CITADEL ADVISORS LLC0.04%-331331100.00%371,000Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC0.03%-300300100.00%336,000Mar 31, 2023
UBS GROUP AG0.01%-8484100.00%94,000Mar 31, 2023
FOCUSED WEALTH MANAGEMENT, INC0.01%-5050100.00%56,000Mar 31, 2023
GPS WEALTH STRATEGIES GROUP, LLC0.01%-5050100.00%56,000Mar 31, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO0.00%-3535100.00%39,000Mar 31, 2023
ANCORA ADVISORS, LLC0.00%-2828100.00%31,000Mar 31, 2023
EVERMAY WEALTH MANAGEMENT LLC0.00%-2727100.00%31,000Mar 31, 2023
HERITAGE WEALTH ADVISORS0.00%-1414100.00%16,000Mar 31, 2023
BEAIRD HARRIS WEALTH MANAGEMENT, LLC0.00%-1414100.00%16,000Mar 31, 2023
FMR LLC0.00%-77100.00%8,000Mar 31, 2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC0.00%-33100.00%3,000Mar 31, 2023

Shift's largest new institutional shareholder by number of shares is BALYASNY ASSET MANAGEMENT L.P., purchased 650.00K shares, valued at $29.25M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC----523,230-100.00%-Mar 31, 2023
JEFFERIES FINANCIAL GROUP INC.----289,745-100.00%-Mar 31, 2023
BLACKROCK INC.----250,148-100.00%-Mar 31, 2023
SOFTBANK GROUP CORP.----206,698-100.00%-Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC----171,214-100.00%-Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC----126,713-100.00%-Mar 31, 2023
HB WEALTH MANAGEMENT, LLC----56,776-100.00%-Mar 31, 2023
GROUP ONE TRADING, L.P.----56,275-100.00%-Mar 31, 2023
MILLENNIUM MANAGEMENT LLC----50,889-100.00%-Mar 31, 2023
STATE STREET CORP----40,874-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----40,853-100.00%-Mar 31, 2023
AMUNDI----31,423-100.00%-Mar 31, 2023
GROUP ONE TRADING, L.P.----31,260-100.00%-Mar 31, 2023
GOLDMAN SACHS GROUP INC----26,598-100.00%-Mar 31, 2023
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----25,610-100.00%-Mar 31, 2023
BANK OF AMERICA CORP /DE/----24,735-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----23,870-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----23,870-100.00%-Mar 31, 2023
NANTAHALA CAPITAL MANAGEMENT, LLC----20,000-100.00%-Mar 31, 2023
NORTHERN TRUST CORP----19,403-100.00%-Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.----17,791-100.00%-Mar 31, 2023
ADVISOR GROUP HOLDINGS, INC.----17,791-100.00%-Mar 31, 2023
INVESCO LTD.----17,032-100.00%-Mar 31, 2023
TWO SIGMA INVESTMENTS, LP----16,423-100.00%-Mar 31, 2023
RAYMOND JAMES & ASSOCIATES----14,422-100.00%-Mar 31, 2023
AMUNDI----13,565-100.00%-Mar 31, 2023
VIRTU FINANCIAL LLC----12,861-100.00%-Mar 31, 2023
MORGAN STANLEY----12,520-100.00%-Mar 31, 2023
WOLVERINE ASSET MANAGEMENT LLC----11,300-100.00%-Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC----6,200-100.00%-Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC----6,079-100.00%-Mar 31, 2023
SIMPLEX TRADING, LLC----5,990-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----5,439-100.00%-Mar 31, 2023
BANK OF NEW YORK MELLON CORP----4,971-100.00%-Mar 31, 2023
SILVERCREST ASSET MANAGEMENT GROUP LLC----4,449-100.00%-Mar 31, 2023
IONIC CAPITAL MANAGEMENT LLC----4,340-100.00%-Mar 31, 2023
AMTRUST FINANCIAL SERVICES, INC.----4,339-100.00%-Mar 31, 2023
VERUS FINANCIAL PARTNERS, INC.----4,260-100.00%-Mar 31, 2023
COMMONWEALTH EQUITY SERVICES, LLC----4,154-100.00%-Mar 31, 2023
WOLVERINE TRADING, LLC----4,080-100.00%-Mar 31, 2023
WOLVERINE TRADING, LLC----4,080-100.00%-Mar 31, 2023
STEEL PEAK WEALTH MANAGEMENT LLC----4,014-100.00%-Mar 31, 2023
MARATHON TRADING INVESTMENT MANAGEMENT LLC----4,013-100.00%-Mar 31, 2023
CLEARSTEAD ADVISORS, LLC----3,594-100.00%-Mar 31, 2023
TRANSCEND CAPITAL ADVISORS, LLC----3,562-100.00%-Mar 31, 2023
TWO SIGMA ADVISERS, LP----3,536-100.00%-Mar 31, 2023
JANE STREET GROUP, LLC----2,920-100.00%-Mar 31, 2023
TUDOR INVESTMENT CORP ET AL----2,604-100.00%-Mar 31, 2023
SIMPLEX TRADING, LLC----2,516-100.00%-Mar 31, 2023
STERLING INVESTMENT COUNSEL, LLC----2,298-100.00%-Mar 31, 2023
KINLOCH CAPITAL, LLC----2,134-100.00%-Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)----1,803-100.00%-Mar 31, 2023
SIMPLEX TRADING, LLC----1,610-100.00%-Mar 31, 2023
VICTORY CAPITAL MANAGEMENT INC----1,401-100.00%-Mar 31, 2023
BRAVE ASSET MANAGEMENT INC----1,400-100.00%-Mar 31, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.----1,375-100.00%-Mar 31, 2023
BLUEFIN CAPITAL MANAGEMENT, LLC----1,356-100.00%-Mar 31, 2023
JANE STREET GROUP, LLC----1,222-100.00%-Mar 31, 2023
MISSION WEALTH MANAGEMENT, LP----1,000-100.00%-Mar 31, 2023
TRUE WEALTH DESIGN, LLC----500-100.00%-Mar 31, 2023
GRADIENT INVESTMENTS LLC----500-100.00%-Mar 31, 2023
CUTLER GROUP LLC / CA----460-100.00%-Mar 31, 2023
CUTLER GROUP LLC / CA----460-100.00%-Mar 31, 2023
PNC FINANCIAL SERVICES GROUP, INC.----398-100.00%-Mar 31, 2023
ROYAL BANK OF CANADA----337-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC----332-100.00%-Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC----300-100.00%-Mar 31, 2023
HERITAGE WEALTH ADVISORS----269-100.00%-Mar 31, 2023
MONEY CONCEPTS CAPITAL CORP----259-100.00%-Mar 31, 2023
SOUTHSTATE CORP----92-100.00%-Mar 31, 2023
UBS GROUP AG----85-100.00%-Mar 31, 2023
UBS GROUP AG----85-100.00%-Mar 31, 2023
FOCUSED WEALTH MANAGEMENT, INC----50-100.00%-Mar 31, 2023
EVERMAY WEALTH MANAGEMENT LLC----28-100.00%-Mar 31, 2023
GROUP ONE TRADING, L.P.----20-100.00%-Mar 31, 2023
BEAIRD HARRIS WEALTH MANAGEMENT, LLC----15-100.00%-Mar 31, 2023
SOUND INCOME STRATEGIES, LLC----10-100.00%-Mar 31, 2023
SOA WEALTH ADVISORS, LLC.----9-100.00%-Mar 31, 2023
FMR LLC----2-100.00%-Mar 31, 2023

Shift's largest sold out institutional shareholder by shares sold is VANGUARD GROUP INC, sold -0.52M shares, valued at -, as of undefined.

Shift Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
BUFFALO FUNDS0.47%1,013,190--Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.14%26,791--Dec 29, 2023
MERIDIAN FUND INC0.13%453,816--Dec 29, 2023
IndexIQ ETF Trust0.11%257,739--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.08%40,200--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND III0.05%440,900--Dec 31, 2023
FIDELITY ADVISOR SERIES I0.02%4,260,708--Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%9,544--Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.01%2,679--Dec 29, 2023
QUANTITATIVE MASTER SERIES LLC0.01%92,987--Dec 31, 2023
FIDELITY SECURITIES FUND0.01%1,287,556--Jan 31, 2024
VANGUARD INDEX FUNDS0.01%5,078,923--Dec 31, 2023
LORD ABBETT SECURITIES TRUST0.01%45,294--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.01%4,019--Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.01%1,741--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.01%1,202,906--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%75,996--Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%170,033--Jan 31, 2024
Calvert Variable Products, Inc.0.00%4,866--Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%322,230--Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%60,782--Feb 29, 2024
Direxion Shares ETF Trust0.00%216,693--Jan 31, 2024
GPS Funds I0.00%7,078--Dec 31, 2023
VANGUARD INDEX FUNDS0.00%511,569--Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.00%21,616--Dec 31, 2023
ARBITRAGE FUNDS0.00%3,000--Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%3,000--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%119,274--Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%1,030--Dec 31, 2023
FLEXSHARES TRUST0.00%28,012--Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%7,599--Dec 31, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%22,700--Dec 31, 2023
VANGUARD WORLD FUND0.00%58,287--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%3,092--Dec 31, 2023
Guggenheim Active Allocation Fund0.00%1,026--Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%6,078--Feb 29, 2024
FIDELITY SALEM STREET TRUST0.00%332,888--Feb 29, 2024
ProFunds0.00%1,282--Jan 31, 2024
RYDEX SERIES FUNDS0.00%576--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%2,113--Feb 29, 2024
VANGUARD SCOTTSDALE FUNDS0.00%201,868--Feb 29, 2024
RYDEX DYNAMIC FUNDS0.00%342--Dec 31, 2023
PENN SERIES FUNDS INC0.00%2,200--Dec 29, 2023
VALIC Co I0.00%22,228--Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%84,458--Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%8,279--Dec 31, 2023
RYDEX VARIABLE TRUST0.00%59--Dec 31, 2023
SPDR SERIES TRUST0.00%1,776,509--Dec 31, 2023
NATIONWIDE MUTUAL FUNDS0.00%6,178--Jan 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%3,044--Dec 31, 2023
PROSHARES TRUST0.00%8,657--Feb 29, 2024
NORTHERN FUNDS0.00%30,273--Dec 29, 2023
iSHARES TRUST0.00%441,804--Feb 29, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%2,516--Feb 29, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%53,200--Dec 31, 2023
SEI INSTITUTIONAL MANAGED TRUST0.00%66,245--Dec 31, 2023
SUNAMERICA SERIES TRUST0.00%6,613--Jan 31, 2024
EQ ADVISORS TRUST0.00%19,964--Dec 31, 2023
PACIFIC SELECT FUND0.00%29,046--Dec 31, 2023
Brighthouse Funds Trust II0.00%16,562--Dec 31, 2023
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%14,869--Dec 31, 2023
Advisors' Inner Circle Fund III0.00%81--Jan 31, 2024
MASSMUTUAL SELECT FUNDS0.00%5,008--Dec 31, 2023
MASTER INVESTMENT PORTFOLIO0.00%304--Dec 31, 2023
BlackRock Variable Series Funds, Inc.0.00%13,287--Dec 31, 2023
Bridge Builder Trust0.00%16,227--Dec 31, 2023
EQ ADVISORS TRUST0.00%1,996--Dec 31, 2023
BLACKROCK FUNDS0.00%7,104--Feb 29, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%16,800--Feb 29, 2024
PRINCIPAL FUNDS, INC.0.00%4,590--Feb 29, 2024
John Hancock Funds II0.00%7,195--Feb 29, 2024

Shift's largest mutual fund holder by % of total assets is "BUFFALO FUNDS", owning 1.01M shares, compromising 0.47% of its total assets.

Shift Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 231-98.88%
31 Dec, 227633.33%
30 Sep, 2257-19.72%
30 Jun, 2271-22.83%
31 Mar, 2292-9.80%
31 Dec, 21102-6.42%
30 Sep, 21109-0.91%
30 Jun, 2111015.79%
31 Mar, 219525.00%
31 Dec, 20767500.00%
30 Sep, 201-

As of 31 Mar 23, 1 institutions are holding Shift's shares, representing a decrease of -98.88% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 23--100.00%
31 Dec, 2221,758,81640.28%
30 Sep, 2215,511,122-23.86%
30 Jun, 2220,370,686-24.09%
31 Mar, 2226,833,794-25.67%
31 Dec, 2136,100,9680.39%
30 Sep, 2135,959,704-7.03%
30 Jun, 2138,679,51530.30%
31 Mar, 2129,685,094-6.93%
31 Dec, 2031,896,83838653.02%
30 Sep, 2082,308-

Shift (SFT) has 0.00 shares outstanding as of 31 Mar 23, down -100.00% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 23--
31 Dec, 22210.90%0.59%
30 Sep, 22188.50%0.30%
30 Jun, 22251.64%0.23%
31 Mar, 22327.94%0.15%
31 Dec, 21462.16%0.22%
30 Sep, 21460.35%0.19%
30 Jun, 21495.17%0.34%
31 Mar, 21380.02%0.23%
31 Dec, 20408.34%36778.04%
30 Sep, 201.05%-

As of 31 Mar 23, Shift is held by 0.00% institutional shareholders, representing a 0.00% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 23--100.00%
31 Dec, 2251363.64%
30 Sep, 2211-62.07%
30 Jun, 2229-27.50%
31 Mar, 2240-25.93%
31 Dec, 215412.50%
30 Sep, 2148-27.27%
30 Jun, 216624.53%
31 Mar, 2153-23.19%
31 Dec, 20696800.00%
30 Sep, 201-

- institutional shareholders have increased their position in SFT stock as of 31 Mar 23 compared to 51 in the previous quarter (a -100.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 23--100.00%
31 Dec, 229-64.00%
30 Sep, 2225-7.41%
30 Jun, 2227-3.57%
31 Mar, 222812.00%
31 Dec, 2125-30.56%
30 Sep, 213663.64%
30 Jun, 2122-4.35%
31 Mar, 2123-
31 Dec, 20--
30 Sep, 20--

- institutional shareholders have reduced their position in SFT stock as of 31 Mar 23 compared to 9 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 231-98.88%--100.00%----100.00%--100.00%
31 Dec, 227633.33%21,758,81640.28%210.90%0.59%51363.64%9-64.00%
30 Sep, 2257-19.72%15,511,122-23.86%188.50%0.30%11-62.07%25-7.41%
30 Jun, 2271-22.83%20,370,686-24.09%251.64%0.23%29-27.50%27-3.57%
31 Mar, 2292-9.80%26,833,794-25.67%327.94%0.15%40-25.93%2812.00%
31 Dec, 21102-6.42%36,100,9680.39%462.16%0.22%5412.50%25-30.56%
30 Sep, 21109-0.91%35,959,704-7.03%460.35%0.19%48-27.27%3663.64%
30 Jun, 2111015.79%38,679,51530.30%495.17%0.34%6624.53%22-4.35%
31 Mar, 219525.00%29,685,094-6.93%380.02%0.23%53-23.19%23-
31 Dec, 20767500.00%31,896,83838653.02%408.34%36778.04%696800.00%--
30 Sep, 201-82,308-1.05%-1---

Shift Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 20, 2023Sheehy Kimberly H.director-S-SaleSell36,578$0.04$1.37K159,349
Nov 20, 2023CURTIS JASON TRAVISofficer CFO, CAOS-SaleSell6,596$0.04$249.335,408
Oct 13, 2023Venkata Maruthi JD10 percent owner-S-SaleSell1,150,000$0.14$165.94K824,059
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy57,423$1.31$75.11K1,974,059
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy34,508$1.21$41.89K1,972,247
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy171,437$1.50$257.12K1,936,385
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy5,135$1.35$6.91K1,917,240
Apr 26, 2023Venkata Maruthi JD10 percent owner-S-SaleSell604$1.39$836.901,916,636
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy869$1.44$1.25K1,913,775

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy57,423$1.31$75.11K1,974,059
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy34,508$1.21$41.89K1,972,247
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy171,437$1.50$257.12K1,936,385
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy5,135$1.35$6.91K1,917,240
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy869$1.44$1.25K1,913,775

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 20, 2023Sheehy Kimberly H.director-S-SaleSell36,578$0.04$1.37K159,349
Nov 20, 2023CURTIS JASON TRAVISofficer CFO, CAOS-SaleSell6,596$0.04$249.335,408
Oct 13, 2023Venkata Maruthi JD10 percent owner-S-SaleSell1,150,000$0.14$165.94K824,059
Aug 23, 2023CURTIS JASON TRAVISofficer Chief Accounting OfficerF-InKindSell186$1.29$239.9412,004
Aug 23, 2023Shein Odedofficer Chief Financial OfficerF-InKindSell797$1.29$1.03K38,552
May 23, 2023CURTIS JASON TRAVISofficer Chief Accounting OfficerF-InKindSell648$1.44$929.88127,738
May 23, 2023Shein Odedofficer Chief Financial OfficerF-InKindSell2,082$1.44$2.99K412,225
May 23, 2023Foy Seanofficer Chief Operating OfficerF-InKindSell2,854$1.44$4.10K392,988
Apr 26, 2023Venkata Maruthi JD10 percent owner-S-SaleSell604$1.39$836.901,916,636

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 20, 2023Sheehy Kimberly H.director-S-SaleSell36,578$0.04$1.37K159,349
Nov 20, 2023CURTIS JASON TRAVISofficer CFO, CAOS-SaleSell6,596$0.04$249.335,408
Oct 13, 2023Venkata Maruthi JD10 percent owner-S-SaleSell1,150,000$0.14$165.94K824,059
Aug 23, 2023CURTIS JASON TRAVISofficer Chief Accounting OfficerF-InKindSell186$1.29$239.9412,004
Aug 23, 2023Shein Odedofficer Chief Financial OfficerF-InKindSell797$1.29$1.03K38,552
Jul 05, 2023Moussa Aymandirector, officer Chief Executive OfficerA-AwardBuy950,000--950,000
Jul 05, 2023Moussa Aymandirector, officer Chief Executive OfficerA-AwardBuy950,000--950,000
Jun 16, 2023Moussa Aymandirector, officer Chief Executive OfficerBuy----
May 23, 2023CURTIS JASON TRAVISofficer Chief Accounting OfficerF-InKindSell648$1.44$929.88127,738
May 23, 2023Shein Odedofficer Chief Financial OfficerF-InKindSell2,082$1.44$2.99K412,225
May 23, 2023Foy Seanofficer Chief Operating OfficerF-InKindSell2,854$1.44$4.10K392,988
May 08, 2023Sheehy Kimberly H.director-A-AwardBuy21,228--195,927
May 08, 2023SKINNER JAMES Edirector-A-AwardBuy21,228--202,979
May 08, 2023Aizpuru Luis Igancio Solorzanodirector-A-AwardBuy21,228--192,204
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy57,423$1.31$75.11K1,974,059
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy34,508$1.21$41.89K1,972,247
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy171,437$1.50$257.12K1,936,385
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy5,135$1.35$6.91K1,917,240
Apr 26, 2023Venkata Maruthi JD10 percent owner-S-SaleSell604$1.39$836.901,916,636
Apr 26, 2023Venkata Maruthi JD10 percent owner-P-PurchaseBuy869$1.44$1.25K1,913,775

The last insider sell of Shift's stock was made by Sheehy Kimberly H. on Nov 20 2023, selling 36,578 shares at $0.04 per share (valued at $1.37K). The last insider buy of SFT was made by Venkata Maruthi JD on Apr 26 2023, buying 57,423 shares at $1.31 per share (worth $75.11K).

Shift Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2023-1-
Q3 2023-2-
Q2 2023146233.33%
Q1 202377100.00%
Q4 202275140.00%
Q3 202275140.00%
Q2 20226785.71%
Q1 2022-7-
Q4 2021108125.00%
Q3 20216--
Q2 2021104250.00%
Q1 202126--
Q4 20203512291.67%
Q1 2019-8-

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Shift's insiders, as of Q4 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2023-1-
Q3 2023---
Q2 202393300.00%
Q1 202373233.33%
Q4 2022---
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021---
Q3 2021---
Q2 202131300.00%
Q1 2021---
Q4 20203--
Q1 2019---

As of Q4 2023, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Shift's stocks.

Shift Peer Ownership


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SFT Ownership FAQ


Shift is owned by institutional shareholders (0%), insiders (31.50%), and public (0%). The largest institutional shareholder of Shift is BALYASNY ASSET MANAGEMENT L.P. (75.25% of total shares) and the top mutual fund owner is BUFFALO FUNDS (0.47% of total shares).

Shift's major institutional shareholders are BALYASNY ASSET MANAGEMENT L.P., VANGUARD GROUP INC, JEFFERIES FINANCIAL GROUP INC., BLACKROCK INC., and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 219.44% of the company's share outstanding.

As of Mar 2023, there are 1 institutional shareholders of Shift.

BALYASNY ASSET MANAGEMENT L.P owns 650K shares of Shift, representing 75.25% of the company's total shares outstanding, valued at $29.25M (as of Mar 2023).

As of Mar 2023, VANGUARD GROUP INC holds 523.23K shares of Shift (SFT), compromising 60.57% of the company, valued at $586.02M.

JEFFERIES FINANCIAL GROUP INC is the third largest holder of Shift. The company owns 289.74K of the company's shares outstanding (worth $324.51M).