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PAPL — PINEAPPLE FINANCIAL INC

Reported value held$55.61K
Funds holding (latest)4
SectorFinancials
Funds holding (Q2 2026)3
Institutional value$55.59K · 55.04K sh
New / Add / Cut / Exit1 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +988.8% (+49.98K sh)
Institutional value change Up +1618.4%

As of Q2 2026, 3 SEC-registered investment managers reported holding PAPL (PINEAPPLE FINANCIAL INC) in their latest 13F filings, with a combined reported value of $55.59K across 55.04K shares. That is +988.8% by share count (+49.98K shares) versus the previous quarter, while reported value moved +1618.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

PAPL is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 46.17K $46.63K 0.00% New
UBS Group AG history 8.33K $8.42K 0.00% Add
Morgan Stanley history 539 $544 0.00% Hold

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 4.52K $2.89K 0.00% New
Morgan Stanley history 539 $345 0.00% Hold

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 539 $760 0.00% Hold

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 539 $3.04K 0.00% New
Bank of America Corp history 3 $17 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025
Citadel Advisors 46.17K — — —
UBS Group AG 8.33K 4.52K — —
Morgan Stanley 539 539 539 539
Bank of America Corp — — — 3

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