Vault-13

IZEA WORLDWIDE INC IZEA

COM NEW · Common Stock · CUSIP 46604H204

35 institutional holders +9 vs Q2 2025
1,913,0631.9m shares reported held*
11.2% of all shares outstanding*
$7.1mreported value*
13 new 6 added 7 reduced 3 sold out net bought ≈ $1.2m (+321.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 17.1m as of 2025-11-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.72. Options: 1 managers hold calls ($4.1k notional), 2 hold puts ($127.2k).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

02040Q2 23: 20Q3 23: 22Q4 23: 24Q1 24: 24Q2 24: 24Q3 24: 25Q4 24: 25Q1 25: 22Q2 25: 26Q3 25: 3535Q2 23Q4 23Q2 24Q4 24Q2 25Q3 25
Numbers
QuarterHolders
Q2 202320
Q3 202322
Q4 202324
Q1 202424
Q2 202424
Q3 202425
Q4 202425
Q1 202522
Q2 202526
Q3 202535

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 23: 12 bought or addedQ4 23: 5 cut or sold outQ1 24: 11 bought or addedQ1 24: 8 cut or sold outQ1 24Q2 24: 13 bought or addedQ2 24: 11 cut or sold outQ3 24: 8 bought or addedQ3 24: 12 cut or sold outQ3 24Q4 24: 10 bought or addedQ4 24: 8 cut or sold outQ1 25: 8 bought or addedQ1 25: 10 cut or sold outQ1 25Q2 25: 12 bought or addedQ2 25: 7 cut or sold outQ3 25: 19 bought or addedQ3 25: 10 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023125
Q1 2024118
Q2 20241311
Q3 2024812
Q4 2024108
Q1 2025810
Q2 2025127
Q3 20251910

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ4 24 calls: $133.4kQ4 24 puts: $32.7kQ4 24P/C 0.25Q1 25 calls: $16.2kQ1 25 puts: $27.5kQ1 25P/C 1.70Q2 25 calls: $26.7kQ2 25 puts: $504Q2 25P/C 0.02Q3 25 calls: $4.1kQ3 25 puts: $127.2kQ3 25P/C 31.09
Numbers
QuarterCallsPutsP/C
Q4 2024$133.4k$32.7k0.25
Q1 2025$16.2k$27.5k1.70
Q2 2025$26.7k$5040.02
Q3 2025$4.1k$127.2k31.09

Biggest buyers

Informed Momentum Co LLC New +166,138+166.1k
MARSHALL WACE, LLP New +52,616+52.6k
CITADEL ADVISORS LLC Added +43,069+43.1k
RENAISSANCE TECHNOLOGIES LLC Added +28,696+28.7k
ACADIAN ASSET MANAGEMENT LLC New +26,692+26.7k
Quadrature Capital Ltd New +20,161+20.2k
GOLDMAN SACHS GROUP INC Added +17,494+17.5k
Stonebridge Wealth Management, LLC New +13,900+13.9k
GEODE CAPITAL MANAGEMENT, LLC Added +12,592+12.6k
Ground Swell Capital, LLC New +11,630+11.6k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -66,121-66.1k
ROYAL BANK OF CANADA Reduced -17,097-17.1k
VANGUARD GROUP INC Reduced -10,892-10.9k
UBS Group AG Reduced -3,824-3.8k
BlackRock, Inc. Reduced -1,882-1.9k
Tower Research Capital LLC (TRC) Reduced -1,189-1.2k
GROUP ONE TRADING LLC Sold out -1,000-1.0k
DIMENSIONAL FUND ADVISORS LP Reduced -850-850
RAYMOND JAMES FINANCIAL INC Sold out -135-135
BANK OF AMERICA CORP /DE/ Reduced -115-115

Biggest calls

GROUP ONE TRADING LLC Added $4.1k1.1k shares

Biggest puts

CITADEL ADVISORS LLC New $87.0k23.4k shares
GROUP ONE TRADING LLC Added $40.2k10.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q3 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 23: 1 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 1 buyingQ3 24: 1 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20231$9.2k1$11.8k$11.8k
Q1 20240—0——
Q2 20240—0——
Q3 20241$26.9k1$7.0k$7.0k
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20251$2.0k0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-08-29 GARDNER LINDSAY A Director Bought plan 500 $4.00 $2.0k500 shares +<1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 619,946619.9k $2.3m $2.3m 0.00% Reduced -10.9k -10,892
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 225,505225.5k $838.9k $838.9k 0.00% Reduced -1.9k -1,882
3 Cove Street Capital, LLC 0.88% of their portfolio El Segundo, CA 181,860181.9k $676.5k $676.5k 0.88% Added +4.8k +4,776
4 Informed Momentum Co LLC 0.07% of their portfolio SOLANA BEACH, CA 166,138166.1k $618.0k $618.0k 0.07% New
5 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 142,399142.4k $529.7k $529.7k 0.00% Added +28.7k +28,696
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 126,129126.1k $469.4k $469.4k 0.00% Added +12.6k +12,592
7 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 75,62475.6k $281.3k $281.3k 0.00% Added +43.1k +43,069
8 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 52,93252.9k $196.9k $196.9k 0.00% Reduced -850 -850
9 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 52,61652.6k $195.7k $195.7k 0.00% New
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 51,51251.5k $191.6k $191.6k 0.00% Unchanged
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 43,79143.8k $162.9k $162.9k 0.00% Added +17.5k +17,494
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 30,99831.0k $115.3k $115.3k 0.00% Unchanged
13 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 26,69226.7k $98.0k $98.0k 0.00% New
14 Cannell & Spears LLC 0.00% of their portfolio NEW YORK, NY 25,00025.0k $93.0k $93.0k 0.00% Unchanged
15 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 20,16120.2k $74.8k $74.8k 0.00% New
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 19,02619.0k $70.8k $70.8k 0.00% Added +10.5k +10,500
17 Stonebridge Wealth Management, LLC 0.04% of their portfolio OAK BROOK, IL 13,90013.9k $51.7k $51.7k 0.04% New
18 Ground Swell Capital, LLC 0.09% of their portfolio FOLLY BEACH, SC 11,63011.6k $43.3k $43.3k 0.09% New
19 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,4486.4k $24.0k $24.0k 0.00% New
20 WEXFORD CAPITAL LP 0.01% of their portfolio WEST PALM BEACH, FL 4,8114.8k $17.9k $17.9k 0.01% New
21 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 4,1124.1k $15.0k $15.0k 0.00% Unchanged
22 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,5202.5k $9.4k $9.4k 0.00% New
23 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,0402.0k $7.6k $7.6k 0.00% New
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,8731.9k $7.0k $7.0k 0.00% Reduced -3.8k -3,824
25 Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio ORLAND PARK, IL 1,2501.2k $4.7k $4.7k 0.00% Unchanged
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 963963 $4.0k $4.0k 0.00% Reduced -17.1k -17,097
27 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 951951 $3.5k $3.5k 0.00% Reduced -1.2k -1,189
28 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 661661 $2.5k $2.5k 0.00% Unchanged
29 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 602602 $2.2k $2.2k 0.00% Unchanged
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 563563 $2.1k $2.1k 0.00% Unchanged
31 Groupe la Francaise 0.00% of their portfolio PARIS, I0 200200 $669 $669 0.00% New
32 VISION FINANCIAL MARKETS LLC 0.00% of their portfolio STAMFORD, CT 100100 $372 $372 0.00% Unchanged
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7373 $272 $272 0.00% Reduced -115 -115
34 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1919 $71 $71 0.00% New
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1818 $66 $66 0.00% New