KPLT Katapult Holdings, Inc. Common Stock

XNAS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

KPLT — —
Key stats
Fair Value
MODEL: NEUTRAL

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.05%
Beta vs SPY1.42
Cost of Equity (CAPM)12.17%
WACC12.27%
Effective Tax Rate1.6%
Rev. Growth (YoY, DCF input)+1.0%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.01 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.0B
Return on Equity (TTM)-15.6%
Gross Margin (TTM)18.5%
FCF Margin (TTM)-1.0%
Quality Score0/6 — cyclical/struggling (5y DCF)
SMA 50$6.85 (Market Anchor value)
SMA 20 / Bollinger Mid$6.77
Bollinger Width / SMA201979.9% (drives anchor stability)
Net Debt$-0.0B
Peers used for multiples: AER, AL, CTOS, EQPT, MGRC, PRG, SUNB, URI
60-Day Conviction
29%
20-Day Fair Value
≈ by Dec 1, 2026
$11.02
α -0.4% rank 53%
conviction
29%
40-Day Fair Value
≈ by Dec 30, 2026
$11.11
α +0.4% rank 49%
conviction
10%
60-Day Fair Value
≈ by Jan 28, 2027
$11.15
α +0.7% rank 54%
conviction
29%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E $25.48 12% median 18.3× · 5 peers
Peer EV/EBITDA n/a 0% median 10.1× · 5 peers
Peer P/B n/a 0% median 2.3× · 5 peers
Peer P/S n/a 0% median 2.4× · 5 peers
Market Anchor (SMA50) $6.85 88% stability 85% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-11-02 · updated
About
Industry (SIC)
SERVICES-EQUIPMENT RENTAL & LEASING, NEC (7359) · industry map
Exchange
XNAS
Market Cap
$0.9B
Employees
87
List Date
2021-06-10
CIK
0001785424
Next Earnings
2026-11-12 (Pre-Market)
EPS Forecast
($0.37)
Headquarters
New York, NY
Homepage
https://www.katapult.com

Katapult Holdings Inc. is a technology-driven lease-to-own platform that integrates with omni-channel retailers and e-commerce platforms to power the purchase of everyday durable goods for underserved U.S. non-prime consumers. It is an e-commerce-focused FinTech company offering a lease-purchase solution to consumers and enabling essential transactions at the merchant point of sale. Katapult is associated with hundreds of retailers across the United States.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan---24.41%10.75%5.80%44.25%0.77%7.43%
Feb---14.55%-6.08%19.80%23.01%-5.23%3.39%
Mar--11.74%-54.74%-14.01%-4.93%19.46%-8.50%
Apr---23.71%1.28%16.52%-28.77%-0.28%-6.99%
May---20.69%2.04%30.53%25.00%-15.93%4.19%
Jun-20.57%-22.46%66.67%0.78%-14.47%8.72%3.11%
Jul-30.04%18.18%-18.01%33.57%45.67%-8.86%6.75%
Aug-44.25%-14.29%-19.21%-32.28%26.58%-14.80%-16.38%
Sep11.50%-11.10%-22.01%-15.18%-36.65%-20.26%-15.62%
Oct-15.19%4.68%-2.42%-17.85%-0.09%130.67%16.63%
Nov-14.00%25.29%7.42%-9.24%-47.19%0.00%*-6.29%
Dec-7.92%-24.67%-2.41%-10.75%5.04%---8.14%
Total-76.80%-69.87%-57.15%-14.71%-16.83%48.52%-31.14%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $7.10
SMA 50: $6.96
SMA 200: $6.75
Current: $11.06
EMA 12: $8.91
EMA 26: $7.72
MACD: 1.1929 | Signal: 0.5638
BULLISH
ADX (14): 42.75
STRONG TREND
+DI: 38.99
−DI: 6.56

Momentum Oscillators

RSI (14): 67.08
NEUTRAL
Stoch %K: 83.65
Stoch %D: 90.01
Williams %R: -19.44

Volume & Volatility

BB Upper: $11.87
BB Lower: $2.32
NEUTRAL
OBV: 23,918,329
Vol SMA 20: 379,288
Vol ROC: -30.30%
ATR: $1.12
True Range: $1.34
HV 20: 169.2%
HV 30: 175.6%
HV 60: 151.6%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis

Here is my comprehensive stock analysis report for KPLT:

Executive Summary

BULLISH (Confidence Level: 7/10)

Key drivers: Positive RSI, neutral Bollinger Bands, and a negative beta indicating opposite market movement.

Primary risks: High volatility and potential bearish momentum signals from the MACD.

Investment thesis: KPLT is poised for an upward move due to its oversold conditions and lack of recent news that would impact its price. However, caution should be exercised given the high volatility and risk of a sudden downturn.

Recent news sentiment impact: No recent news available, but the stock's neutral RSI suggests it may be reacting to internal market forces rather than external events.

Technical Analysis

Trend Direction: Short-term: Bearish (Price below SMA 20 and EMA 12) Medium-term: Neutral (Price above SMA 50 but below SMA 200) Long-term: Bullish (Price is trending upwards)

Support/Resistance Levels:

  • Lower Bollinger Band: $6.02
  • Upper Bollinger Band: $7.00

Momentum Signals: RSI: 46.29 (neutral), suggesting a potential buy signal as the RSI has dropped below the neutral range. MACD: Bearish, with a negative histogram indicating a bearish momentum signal. Bollinger Bands: Neutral, with no clear indication of overbought or oversold conditions.

Volume Analysis:

  • Volume SMA 20: 1148254.40
  • On-Balance Volume (OBV): 21321103.00
  • Volume Rate of Change: -87.56% (indicating a significant decrease in trading activity)

News & Sentiment Analysis

Recent Headlines Summary: No recent news available.

Sentiment Assessment: Neutral, as there is no recent news that would have a significant impact on the stock's price.

Catalyst Identification: None available due to lack of recent news.

Market Narrative: The market appears to be reacting to internal forces rather than external events, with KPLT's neutral RSI and bearish MACD suggesting a potential correction or consolidation phase.

Risk & Volatility Assessment

Risk Metrics: Beta: -0.03 (vs SPY), indicating that the stock moves opposite to the market. Alpha: 0.75, suggesting that the stock has historically outperformed the market. Correlation: -0.01, indicating a weak inverse relationship between the stock and the market.

Volatility Regime: Current: High (ATR = $0.62), with an increase in volatility compared to historical levels.

Options Market Signals: No options data available.

Downside Protection: Support levels: Lower Bollinger Band ($6.02) and SMA 200 ($10.65)

Market Context & Positioning

Sector Performance: KPLT's performance is neutral within its sector, with no clear indication of leadership or laggard status.

Institutional Activity: No significant institutional activity detected.

Correlation Analysis: The stock has historically moved opposite to the market (beta = -0.03), indicating that it may be a contrarian play.

Relative Valuation: KPLT is trading within its historical range, with no clear indication of being undervalued or overvalued.

Key Levels & Action Items

Critical Price Levels:

  • Lower Bollinger Band: $6.02
  • Upper Bollinger Band: $7.00

Breakout/Breakdown Levels: None available due to the stock's neutral trend direction and lack of recent news.

Time-Sensitive Catalysts: None available due to the lack of recent news that would impact the stock's price.

Risk Management:

  • Stop-loss levels: Below SMA 200 ($10.65) or Lower Bollinger Band ($6.02)
  • Position sizing considerations: Reduce position size due to high volatility and potential for sudden downturns.
Generated
Earnings History
3 of 8 under expected move
Avg Expected Move
13.87%
Avg Actual Move
9.75%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-06-15 Pre-Market 8.84% 9.50% 1.07x Exceeded
2021-08-10 After-Close 37.62% 8.45% 0.22x Within
2021-11-09 After-Close 27.85% 13.22% 0.47x Within
2022-03-15 unknown 3.81% 11.76% 3.09x Exceeded
2022-05-10 Pre-Market 2.26% 7.52% 3.33x Exceeded
2022-11-09 unknown 1.30% 3.38% 2.60x Exceeded
2023-03-09 Pre-Market 1.58% 20.78% 13.15x Exceeded
2023-08-09 unknown 27.71% 3.39% 0.12x Within

Earnings calendar: this week’s reports with expected vs actual moves →

KPLT Options Activity & IV Rank

Volatility Metrics

Current IV: —
7-DTE IV: —
Expected Move: —
7-DTE Move: —
Days to Exp: — (Unknown)

Options Flow

Call Volume: —
Put Volume: —
P/C Volume: —
Call OI: —
Put OI: —
P/C OI: —
Total OI: —

ATM Options Pricing

ATM Call: —
ATM Put: —
Call %: —
Put %: —

Chain Summary

Chain Volume: 0
Chain OI: 0
Last Updated: 1/19/2024
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 14 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 14 · No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.1465
Alpha: 41.02%
Correlation: 0.0196
R-Squared: 0.0%
Stock Volatility: 95.8%
Market Volatility: 12.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own KPLT
2 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$108K
0.00%
#2970 of 3138-3.5%13F
Citadel Hedge fund
Ken Griffin
$97K
0.00%
#5812 of 6285new13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

KPLT Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 5,312,750 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

33 filers1,909,175 shares$10.49M value35.94% of float
# Filer Shares Value % of Total % of Float Period
1 IRIDIAN ASSET MANAGEMENT LLC/CT 919,498 $4.02M 38.31% 17.31% 2026-09-30
2 CANTOR FITZGERALD, L. P. 161,943 $1.07M 10.21% 3.05% 2026-06-30
3 CIBC Bancorp USA Inc. 134,814 $891.12K 8.50% 2.54% 2026-06-30
4 CIBC Private Wealth Group LLC 135,513 $875.41K 8.35% 2.55% 2025-12-31
5 Vanguard Group Inc Custodian 129,210 $834.70K 7.96% 2.43% 2025-12-31
6 Vanguard Capital Management LLC 107,554 $710.93K 6.78% 2.02% 2026-06-30
7 Venturi Wealth Management, LLC 55,174 $364.70K 3.48% 1.04% 2026-06-30
8 OCO Capital Partners, L.P. 50,000 $330.50K 3.15% 0.94% 2026-06-30
9 Geode Capital Management, LLC Custodian 45,319 $299.70K 2.86% 0.85% 2026-06-30
10 BlackRock, Inc. Custodian 42,307 $279.65K 2.67% 0.80% 2026-06-30
11 Goldman Sachs Group Inc Custodian 26,080 $172.39K 1.64% 0.49% 2026-06-30
12 State Street Corp 20,979 $138.67K 1.32% 0.39% 2026-06-30
13 Vanguard Fiduciary Trust Co 20,873 $137.97K 1.32% 0.39% 2026-06-30
14 RENAISSANCE TECHNOLOGIES LLC 16,397 $108.38K 1.03% 0.31% 2026-06-30
15 Citadel Advisors LLC Custodian 14,726 $97.34K 0.93% 0.28% 2026-06-30
16 Northern Trust Corp Custodian 11,061 $73.11K 0.70% 0.21% 2026-06-30
17 Aptus Capital Advisors, LLC 10,122 $66.91K 0.64% 0.19% 2026-06-30
18 Blue Owl Capital Holdings LP 5,421 $5.37K 0.05% 0.10% 2026-06-30
19 Vanguard Global Advisers, LLC 783 $5.18K 0.05% 0.01% 2026-06-30
20 Arax Advisory Partners Custodian 300 $1.98K 0.02% <0.01% 2026-06-30
21 CoreCap Advisors, LLC 431 $1.88K 0.02% <0.01% 2026-09-30
22 UBS Group AG Custodian 276 $1.82K 0.02% <0.01% 2026-06-30
23 OSAIC HOLDINGS, INC. Custodian 97 $640 <0.01% <0.01% 2026-06-30
24 Morgan Stanley Custodian 87 $575 <0.01% <0.01% 2026-06-30
25 Triumph Capital Management 125 $546 <0.01% <0.01% 2026-09-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

KPLT Insider Trading (Form 4)

Latest: 2026-08-18
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-08-18 Kyle Hanson Executive Chairman Mixed +1,529,239 — EDGAR
2026-08-13 Orlando Zayas Director Mixed −23,076 $8.00 -$20.9K EDGAR
2026-08-13 HHCF Series 21 Sub, LLC 10%+ Owner Sell (S) −612,985 — EDGAR
2026-08-12 William C Baker President Award (A) +874,965 — EDGAR
2026-08-12 Kyle Hanson Executive Chairman Mixed +5,034,384 — EDGAR
2026-08-12 Lynn DeVault Director Award (A) +203,202 — EDGAR
2026-08-12 Eugene R Schutt Jr Director Award (A) +594,320 — EDGAR
2026-08-12 Michael MH Heller Director Award (A) +596,320 — EDGAR
2026-08-12 Rachel G George Chief Legal Officer Award (A) −135,185 — EDGAR
2026-08-12 HHCF Series 21 Sub, LLC 10%+ Owner Mixed +645,247 $0.02 -$5 EDGAR
2026-08-12 Cory J Miller Chief Executive Officer Award (A) −242,086 — EDGAR
2026-08-12 KMJ Group Holdings, LLC 10%+ Owner Other (J) −11,369,326 — EDGAR
2026-08-12 Jennifer A Baldock Director Award (A) +596,320 — EDGAR
2026-08-12 Russell Falkenstein Chief Financial Officer Award (A) −168,982 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

KPLT Insider Holdings

12 insiders · @ $11.06
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 William C Baker President 1,661,129 $18.38M $0 1 2026-08-12
2 Kyle Hanson Executive Chairman 1,529,239 $16.92M $0 2 2026-08-18
3 Russell Falkenstein Chief Financial Officer 617,182 $6.83M $0 1 2026-08-12
4 Jennifer A Baldock Director 596,320 $6.60M $0 1 2026-08-12
5 Eugene R Schutt Jr Director 596,320 $6.60M $0 1 2026-08-12
6 Michael MH Heller Director 596,320 $6.60M $0 1 2026-08-12
7 Rachel G George Chief Legal Officer 493,745 $5.46M $0 1 2026-08-12
8 Cory J Miller Chief Executive Officer 268,920 $2.98M $0 1 2026-08-12
9 Lynn DeVault Director 203,202 $2.25M $0 1 2026-08-12
10 Orlando Zayas Director 107,608 $1.19M $0 1 2026-08-13
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

KPLT Board & Officers

As of SEC filings through Aug 20, 2026

Directors 10

Officers 6

10% owners 6

  • 1999 Janie Jones Family Trust (entity) · since Aug 11, 2026
  • IQV Holdco, LLC (entity) · since Aug 11, 2026
  • Janie P. Jones · since Aug 11, 2026
  • Jones Capitalcorp, LLC (entity) · since Aug 11, 2026
  • KMJ Group Holdings, LLC (entity) · since Aug 11, 2026
  • William Allan Jones · since Aug 11, 2026
Changes in the last 10 years (86)
Aug 13, 2026Lane Risser reported in an SEC filing no longer being a 10% owner
Aug 13, 2026Hawthorn Horizon Credit Fund LLC, Series 21 reported in an SEC filing no longer being a 10% owner
Aug 13, 2026HHCF Series 21 Sub, LLC reported in an SEC filing no longer being a 10% owner
Aug 13, 2026HHCF Series 21 Sub Holdco, LLC reported in an SEC filing no longer being a 10% owner
Aug 11, 2026William C Baker became President
Aug 11, 2026William Allan Jones became a 10% owner
Aug 11, 2026William A Jones III became a director
Aug 11, 2026Russell Falkenstein became Chief Financial Officer
Aug 11, 2026Rachel G George became Chief Legal Officer
Aug 11, 2026Nancy A Walsh left as Chief Financial Officer, per their own SEC filing
Aug 11, 2026Michael MH Heller became a director
Aug 11, 2026Lynn DeVault became a director
Aug 11, 2026Kyle Hanson became a director
Aug 11, 2026Kyle Hanson became Executive Chairman
Aug 11, 2026KMJ Group Holdings, LLC became a 10% owner
Aug 11, 2026Jones Capitalcorp, LLC became a 10% owner
Aug 11, 2026Jennifer A Baldock became a director
Aug 11, 2026Janie P. Jones became a 10% owner
Aug 11, 2026IQV Holdco, LLC became a 10% owner
Aug 11, 2026Eugene R Schutt Jr became a director
Not reported recently (16)
  • Christopher A Masto · Last reported as a 10% owner in an SEC filing dated Jun 7, 2024
  • Arthur Goss · Last reported as Interim CAO in an SEC filing dated May 8, 2024
  • Chandan Chopra · Last reported as Chief Technology Officer in an SEC filing dated Mar 19, 2024
  • Brian Hirsch · Last reported as a director in an SEC filing dated Jun 8, 2023
  • Maloney Tahmineh · Last reported as General Counsel in an SEC filing dated May 18, 2022
  • Curo Financial Technologies Corp. · Last reported as a director in an SEC filing dated Dec 13, 2021
  • CURO Group Holdings Corp. · Last reported as a director in an SEC filing dated Dec 13, 2021
  • Rolando De Gracia · Last reported as Chief Commercial Officer in an SEC filing dated Jul 7, 2021
  • Gregory Wildeman · Last reported as Treasurer in an SEC filing dated Jun 15, 2021
  • Howard Kurz · Last reported as a director in an SEC filing dated Nov 7, 2019
  • FinServ Holdings LLC · Last reported as a 10% owner in an SEC filing dated Nov 7, 2019
  • Aris Kekedjian · Last reported as a director in an SEC filing dated Oct 31, 2019
  • Diane Beth Glossman · Last reported as a director in an SEC filing dated Oct 31, 2019
  • Robert Matza · Last reported as a director in an SEC filing dated Oct 31, 2019
  • Jay N. Levine · Last reported as a director in an SEC filing dated Oct 31, 2019
  • FinServ Acquisition Corp. · Last reported as a 10% owner in an SEC filing dated Oct 31, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

KPLT Proposed Insider Sales (Form 144)

Latest: 2025-10-15
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2025-10-15 Curo Financial Technologies Corp. Large Shareholder 531,000 $6.53M 2025-10-15 J.P. Morgan Securities LLC — EDGAR
2023-11-29 Zayas Orlando Officer, Director 5 $63 2023-11-29 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2023-11-09 Zayas Orlando Officer, Director 240 $3.0K 2023-11-09 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2023-11-08 Zayas Orlando Officer, Director 3,322 $42.2K 2023-11-08 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2023-11-07 Zayas Orlando Officer, Director 100 $1.2K 2023-11-07 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2023-09-18 Zayas Orlando Officer, Director 15 $188 2023-09-18 Fidelity Brokerage Services LLC 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
5 ETFs hold KPLT
5 shown · $4.91M total exposure · 0.01% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $4.0M — 2026-09-30
2 VXF Vanguard Extended Market ETF Vanguard 0.00% $731,678 — 2026-09-30
3 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.01% $101,163 $1.2B 2026-10-30
4 DFMC Dimensional US Micro Cap ETF Dimensional 0.00% $55,814 — 2026-10-29
5 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $23,362 — 2026-10-29
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
8.02
TTM Diluted EPS
$1.38
TTM Revenue
$301.71M
TTM Net Income
$5.60M
TTM Op. Cash Flow
$-2.60M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$74.76M$-7.72M$-1.41$-6.08M
Q1 '262026-03-31$79.02M$355.00K$0.07$12.21M
Q4 '252025-12-31$73.89M$17.91M$3.66$-12.73M
Q3 '252025-09-30$74.04M$-4.95M$-0.94$3.99M
Q2 '252025-06-30$71.89M$-7.83M$-1.63$-6.63M
Q1 '252025-03-31$71.95M$-5.69M$-1.23$3.44M
Q4 '242024-12-31$62.96M$-9.57M$-2.15$-28.50M
Q3 '242024-09-30$60.31M$-8.89M$-2.05$-5.42M
Q2 '242024-06-30$58.20M$-6.89M$-1.61$-628.00K
Q1 '242024-03-31$65.06M$-570.00K$-0.13$1.98M
Q4 '232023-12-31$57.56M$-14.63M$-3.54$-9.69M
Q3 '232023-09-30$54.81M$-4.05M$-0.98$831.00K
Q2 2026 • period ending 2026-06-30 • filed 2026-08-04
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
8.02
P/B
—
P/S
0.19
EV/EBITDA
0.21
EV/Sales
0.14
ROE
—
ROA
5.5%
Div Yield
0.00%
FCF Yield
-4.43%
Debt/Equity
—
Current Ratio
—
Market Cap
$58.79M
as of 2026-11-02
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
1.27M
SI % of Float
53.29%
Days to Cover
6.74
Short Vol Ratio
56.2%
Free Float
2.38M
Float %
47.8%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-31