| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Marqeta Inc | |
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| Ticker | MQ |
| CIK # | 0001522540 |
| CUSIP | 57142B104 |
| Sector | Technology - Services-Prepackaged Software |
| Address | 180 Grand Avenue 6th Floor, Oakland, CA 94612 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Marqeta Inc | 2013-03-15 | 15.8 M | Exemption: 506 · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001522540] | 10-K | |
| [0001522540] | 10-Q | |
| [0001522540] | 3 | |
| [0001522540] | 4 | |
| [0001522540] | 5 | |
| [0001522540] | 8-K | |
| [0001522540] | D | |
| [0001522540] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Pollak Todd
Performance Stock Units (Rule of 40) · derivative
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2026-03-16 | Grant | 297,324 | $0.00 | |
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Cummings Martha
Class A Common Stock
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2026-03-16 | Sell | 2,853 | $3.98 | 11,355 |
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Kangwankij Patti
Performance Stock Units (Rule of 40) · derivative
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2026-03-16 | Grant | 631,813 | $0.00 | |
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Sumner Crystal
Performance Stock Units (Rule of 40) · derivative
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2026-03-16 | Grant | 297,324 | $0.00 | |
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Milotich Michael
Performance Stock Units (Rule of 40) · derivative
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2026-03-16 | Grant | 616,947 | $0.00 | |
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Milotich Michael
Restricted Stock Units · derivative
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2026-03-16 | Grant | 1,439,544 | $0.00 | |
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Sumner Crystal
Class A Common Stock
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2026-03-16 | Sell | 5,055 | $3.98 | 20,119 |
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Sumner Crystal
Restricted Stock Units · derivative
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2026-03-16 | Grant | 693,756 | $0.00 | |
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Kangwankij Patti
Restricted Stock Units · derivative
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2026-03-16 | Grant | 1,474,231 | $0.00 | |
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Pollak Todd
Restricted Stock Units · derivative
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2026-03-16 | Grant | 693,756 | $0.00 | |
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Barkema Sarah
Restricted Stock Units · derivative
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2026-03-16 | Grant | 406,589 | $0.00 | |
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Milotich Michael
Class A Common Stock
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2026-03-09 | Tax withheld | 139,473 | $4.08 | 569,050 |
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Sumner Crystal
Restricted Stock Units · derivative
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2026-03-09 | Option exercise | 254,958 | $0.00 | |
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Milotich Michael
Class A Common Stock
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2026-03-09 | Option exercise | 254,958 | $0.00 | |
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Sumner Crystal
Class A Common Stock
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2026-03-09 | Tax withheld | 140,095 | $4.08 | 571,588 |
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Pollak Todd
Class A Common Stock
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2026-03-09 | Tax withheld | 140,095 | $4.08 | 571,588 |
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Pollak Todd
Restricted Stock Units · derivative
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2026-03-09 | Option exercise | 254,958 | $0.00 | |
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Milotich Michael
Restricted Stock Units · derivative
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2026-03-09 | Option exercise | 254,958 | $0.00 | |
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Sumner Crystal
Class A Common Stock
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2026-03-09 | Option exercise | 254,958 | $0.00 | |
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Pollak Todd
Class A Common Stock
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2026-03-09 | Option exercise | 254,958 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 255 | 223,302,270 |
| 2025-12-31 | 257 | 220,930,183 |
| 2025-09-30 | 269 | 234,862,652 |
| 2025-06-30 | 252 | 230,366,322 |
| 2025-03-31 | 256 | 248,392,023 |
| 2024-12-31 | 257 | 278,615,080 |
| 2024-09-30 | 277 | 317,308,158 |
| 2024-06-30 | 272 | 329,925,454 |
| 2024-03-31 | 285 | 318,945,028 |
| 2023-12-31 | 270 | 307,790,365 |
| 2023-09-30 | 244 | 318,636,124 |
| 2023-06-30 | 259 | 308,792,393 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| ZWJ Investment Counsel Inc | [2026-06-30] | SOLE | 7,040 | 2,055,411 |
| Handelsbanken Fonder AB | [2026-06-30] | SOLE | 0 | 113,000 |
| Counterpoint Mutual Funds LLC | [2026-06-30] | SOLE | 82,772 | 82,772 |
| Cache Advisors LLC | [2026-06-30] | SOLE | 34,091 | 34,091 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 20,103 | 20,103 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 1,543 | 1,543 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 956 | 956 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 685 |
| MassMutual Private Wealth & Trust FSB | [2026-06-30] | SOLE | 300 | 300 |
| Gamma Investing LLC | [2026-06-30] | DFND | 268 | 268 |
| JFS Wealth Advisors LLC | [2026-06-30] | SOLE | 0 | 189 |
| Corecap Advisors LLC | [2026-06-30] | SOLE | 0 | 125 |
| Dinuzzo Private Wealth Inc | [2026-06-30] | SOLE | 0 | 47 | Prev | Page 1 | Next |