Vault-13

LIFTOFF MOBILE INC LFTO

COM · Common Stock · CUSIP 53229X101 · ISIN US53229X1019

86 institutional holders
49,051,95449.1m shares reported held*
29.0% of all shares outstanding*
$1.2bnreported value*

* 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: 169.3m as of 2026-07-28, 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 ≈ $24.05. Options: 1 managers hold calls ($12.0k notional), 0 hold puts (—).

Trends to Q2 2026

Calls vs puts

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

CallsPuts
$0$5k$10k$15kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $12.0kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$12.0k$00.00

Biggest buyers

GENERAL ATLANTIC, L.P. New +25,315,646+25.3m
CITADEL ADVISORS LLC New +1,697,259+1.7m
Clearbridge Investments, LLC New +1,528,336+1.5m
Schonfeld Strategic Advisors LLC New +1,488,835+1.5m
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND New +1,300,000+1.3m
ALLIANCEBERNSTEIN L.P. New +1,181,126+1.2m
CastleKnight Management LP New +1,130,800+1.1m
ExodusPoint Capital Management, LP New +1,109,624+1.1m
JPMORGAN CHASE & CO New +1,086,710+1.1m
GOLDMAN SACHS GROUP INC New +884,103+884.1k

Biggest sellers

None

Biggest calls

SIMPLEX TRADING, LLC New $12.0k500 shares

Biggest puts

None

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.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Blackstone Holdings III L.P. 13G · exempt (held before listing) new · filed 2026-08-07 49.5% new 83.8m≈ $2.0bn 2026-08-07
GENERAL ATLANTIC, L.P. 13D · may seek influence new · filed 2026-06-12
Stated purposeThe Reporting Persons acquired the common stock reported herein for investment purposes. Consistent with such purposes, the Reporting Persons may engage in communications with, without limitation, one or more shareholders of the Company, management of the Company, one or more members of the board of directors of the Company, and may make suggestions concerning the Company's operations, prospects, business and financial strategies, strategic transactions, assets and liabilities, business and financing alternatives, the composition of the board of directors of the Company and such other matters as the Reporting Persons may deem relevant to their investment in the common stock. The Reporting Persons expect that they will, from time to time, review their investment position in the common stock… Full filing
15.0% new 25.3m≈ $608.1m 2026-06-12
Ellis Mark Edward 13G · exempt (held before listing) new · filed 2026-08-07 5.9% new 9.9m≈ $238.8m 2026-08-07
Robertson Harry James 13G · exempt (held before listing) new · filed 2026-07-15 5.7% new 9.7m≈ $232.1m 2026-07-15

Insider purchases and sales since 1 Apr 2026

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
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 2 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20262$30.0m0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-05 GAP COINVESTMENTS III, LLC +9 Director · See footnote Bought 1,304,347 $23.00 $30.0m1.3m shares +5%
2026-06-05 GENERAL ATLANTIC, L.P. +3 Director · See footnote Bought 1,304,347 $23.00 $30.0m1.3m shares +5%

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GENERAL ATLANTIC, L.P. 20.92% of their portfolio New York, NY 25,315,64625.3m $608.1m $608.1m 20.92% New
2 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 1,697,2591.7m $40.8m $40.8m 0.02% New
3 Clearbridge Investments, LLC 0.03% of their portfolio NEW YORK, NY 1,528,3361.5m $36.7m $36.7m 0.03% New
4 Schonfeld Strategic Advisors LLC 0.19% of their portfolio NEW YORK, NY 1,488,8351.5m $35.8m $35.8m 0.19% New
5 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio TORONTO, A6 1,300,0001.3m $31.2m $31.2m 0.04% New
6 NORGES BANK 0.00% of their portfolio OSLO, Q8 1,200,0001.2m $28.8m $28.8m 0.00% Not comparable
7 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 1,181,1261.2m $28.4m $28.4m 0.01% New
8 CastleKnight Management LP 0.99% of their portfolio New York, NY 1,130,8001.1m $27.2m $27.2m 0.99% New
9 ExodusPoint Capital Management, LP 0.25% of their portfolio NEW YORK, NY 1,109,6241.1m $26.7m $26.7m 0.25% New
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,086,7101.1m $27.7m $27.7m 0.00% New
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 884,103884.1k $21.2m $21.2m 0.00% New
12 GOLDENTREE ASSET MANAGEMENT LP 1.18% of their portfolio NEW YORK, NY 844,505844.5k $20.3m $20.3m 1.18% New
13 FEDERATED HERMES, INC. 0.03% of their portfolio PITTSBURGH, PA 750,000750.0k $18.0m $18.0m 0.03% New
14 Boston Partners 0.02% of their portfolio BOSTON, MA 713,997714.0k $17.1m $17.1m 0.02% New
15 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 703,831703.8k $16.9m $16.9m 0.01% New
16 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 615,997616.0k $14.8m $14.8m 0.00% New
17 Alyeska Investment Group, L.P. 0.04% of their portfolio CHICAGO, IL 600,000600.0k $14.4m $14.4m 0.04% New
18 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 567,845567.8k $13.6m $13.6m 0.00% New
19 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 528,945528.9k $12.7m $12.7m 0.02% New
20 LORD, ABBETT & CO. LLC 0.04% of their portfolio JERSEY CITY, NJ 509,410509.4k $12.2m $12.2m 0.04% New
21 Hiddenite Capital Partners LP 3.00% of their portfolio NEW YORK, NY 508,551508.6k $12.2m $12.2m 3.00% New
22 Capricorn Fund Managers Ltd 0.98% of their portfolio LONDON, X0 508,551508.6k $12.2m $12.2m 0.98% New
23 Longaeva Partners L.P. 0.31% of their portfolio Chicago, IL 444,000444.0k $10.7m $10.7m 0.31% New
24 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 395,147395.1k $9.5m $9.5m 0.01% New
25 Jain Global LLC 0.11% of their portfolio NEW YORK, NY 386,626386.6k $9.3m $9.3m 0.11% New
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 260,323260.3k $6.3m $6.3m 0.00% New
27 HBK INVESTMENTS L P 0.07% of their portfolio DALLAS, TX 256,250256.2k $6.2m $6.2m 0.07% New
28 TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio AUSTIN, TX 200,000200.0k $4.8m $4.8m 0.01% New
29 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 184,563184.6k $4.4m $4.4m 0.00% New
30 Ghisallo Capital Management LLC 0.07% of their portfolio BOSTON, MA 150,000150.0k $3.6m $3.6m 0.07% New
31 Burkehill Global Management, LP 0.13% of their portfolio NEW YORK, NY 150,000150.0k $3.6m $3.6m 0.13% New
32 SEVEN GRAND MANAGERS, LLC 0.15% of their portfolio BRONXVILLE, NY 150,000150.0k $3.6m $3.6m 0.15% New
33 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 140,714140.7k $3.4m $3.4m 0.00% New
34 Laurion Capital Management LP 0.22% of their portfolio NEW YORK, NY 125,000125.0k $3.0m $3.0m 0.22% New
35 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 111,790111.8k $2.7m $2.7m 0.01% New
36 SOROS FUND MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 106,980107.0k $2.6m $2.6m 0.03% New
37 Woodline Partners LP 0.01% of their portfolio San Francisco, CA 101,852101.9k $2.4m $2.4m 0.01% New
38 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 100,052100.1k $2.4m $2.4m 0.00% New
39 Castle Hook Partners LP 0.03% of their portfolio NEW YORK, NY 100,000100.0k $2.4m $2.4m 0.03% New
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 77,86477.9k $1.9m $1.9m 0.00% New
41 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 70,30170.3k $1.7m $1.7m 0.00% New
42 READYSTATE ASSET MANAGEMENT LP 0.07% of their portfolio CHICAGO, IL 69,83469.8k $1.7m $1.7m 0.07% New
43 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 65,00065.0k $1.6m $1.6m 0.00% New
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 53,37553.4k $1.3m $1.3m 0.00% New
45 Davidson Kempner Capital Management LP 0.02% of their portfolio New York, NY 52,00052.0k $1.2m $1.2m 0.02% Not comparable
46 Brevan Howard Capital Management LP 0.02% of their portfolio ST. HELIER, Y9 50,00050.0k $1.2m $1.2m 0.02% New
47 STEADFAST CAPITAL MANAGEMENT LP 0.04% of their portfolio NEW YORK, NY 48,20048.2k $1.2m $1.2m 0.04% New
48 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 43,65743.7k $1.0m $1.0m 0.00% New
49 Shay Capital LLC 0.11% of their portfolio NEW YORK, NY 40,00040.0k $960.8k $960.8k 0.11% New
50 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 37,14337.1k $892.2k $892.2k 0.00% New
51 Weiss Asset Management LP 0.01% of their portfolio BOSTON, MA 30,00030.0k $720.6k $720.6k 0.01% Not comparable
52 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 30,00030.0k $720.6k $720.6k 0.00% New
53 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 29,65929.7k $712.4k $712.4k 0.02% New
54 Lykos Global Management, LP 1.13% of their portfolio STAMFORD, CT 25,00025.0k $600.5k $600.5k 1.13% New
55 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 23,57823.6k $566.3k $566.3k 0.00% New
56 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,12021.1k $507.3k $507.3k 0.00% New
57 Legal & General Group Plc 0.00% of their portfolio London, X0 20,00020.0k $486.1k $486.1k 0.00% New
58 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 20,00020.0k $480.0k $480.0k 0.00% New
59 WT Asset Management Ltd 0.01% of their portfolio HONG KONG, K3 20,00020.0k $480.4k $480.4k 0.01% New
60 SummitTX Capital, L.P. 0.01% of their portfolio FORT WORTH, TX 20,00020.0k $480.4k $480.4k 0.01% New
61 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 18,80818.8k $451.8k $451.8k 0.00% New
62 Scientech Research LLC 0.28% of their portfolio JERSEY CITY, NJ 14,37814.4k $345.4k $345.4k 0.28% New
63 OXFORD ASSET MANAGEMENT LLP 0.16% of their portfolio OXFORD, X0 13,54513.5k $325.4k $325.4k 0.16% Not comparable
64 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 5,4735.5k $131.0k $131.0k 0.00% New
65 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 4,1204.1k $112.8k $112.8k 0.00% New
66 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,4573.5k $83.0k $83.0k 0.00% New
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,8371.8k $44.1k $44.1k 0.00% New
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,0951.1k $26.3k $26.3k 0.00% New
69 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 1,0001.0k $24.0k $24.0k 0.00% New
70 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,0001.0k $24.0k $24.0k 0.00% New
71 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 775775 $18.6k $18.6k 0.00% New
72 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 600600 $14.4k $14.4k 0.00% New
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 575575 $14.0k $14.0k 0.00% New
74 TORNO CAPITAL, LLC 0.00% of their portfolio COHASSET, MA 500500 $12.0k $12.0k 0.00% Not comparable
75 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 177177 $4.2k $4.2k 0.00% New
76 Quantbot Technologies LP 0.00% of their portfolio NEW YORK, NY 127127 $3.1k $3.1k 0.00% New
77 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 120120 $2.9k $2.9k 0.00% New
78 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 9090 $2.2k $2.2k 0.00% New
79 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 6363 $1.5k $1.5k 0.00% New
80 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 3232 $769 $769 0.00% New
81 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 1919 $0 $0 0.00% New
82 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 1919 $457 $457 0.00% New
83 Cornerstone Financial Management LLC 0.00% of their portfolio BURLINGTON, MA 1919 $456 $456 0.00% New
84 Bruce G. Allen Investments, LLC 0.00% of their portfolio DENVER, CO 1313 $312 $312 0.00% New
85 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1212 $288 $288 0.00% New
86 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 11 $24 $24 0.00% New