Cross-institution positioning
May 7, 2026Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchTULP Institutional Ownership
BLOOMIA HOLDINGS, INC.
Latest stored close $2.73 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
60/100
2 tracked · 1 comparable
Latest filing
May 7, 2026
Positive breadth
2 positive · 0 negative
Recent close
$2.73
Research confidence
Limited
Institutional Research 67/100 · 1 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 7, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
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Accumulating1
Newly reported1
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 60/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 0 reducing/exited.
- 1 tracked institution shows persistent accumulation.
Institutional
63/100
Insiders
50/100
Events
50/100
Quarterly 13F activity
Jun 30, 20260 increased/new, 0 reduced/exited, and 1 unchanged across 1 manager in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Jun 29, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 21, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Sep 21, 2026Operating margin -35.0%. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 12% through its reported 52-week range; -34.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Morgan Stanley.
Filed May 7, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 7, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Morgan Stanley
Filed May 7, 2026
Direction locked
Renaissance Technologies
Filed Feb 10, 2022
Direction locked
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No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Morgan Stanley
Filed May 7, 2026
Renaissance Technologies
Filed Feb 10, 2022
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jun 29, 2026 | Jansen Werner F. | AGrant, award, or other acquisition | Common Stock | 58.4K | $0.00 | Direct | Jul 7, 2026 |
| Apr 2, 2026 | Swenson Nicholas John | XSEC transaction code X · derivative | Subscription Rights (right to buy) | 696.7K | $0.00 | Direct | Apr 6, 2026 |
| Apr 2, 2026 | Swenson Nicholas John | XSEC transaction code X | Common Stock | 696.7K | $4.05 | Indirect | Apr 6, 2026 |
| Apr 1, 2026 | McShane Elizabeth E. | OSEC transaction code O · derivative | Subscription Rights (right to buy) | 2.2K | $0.00 | Direct | Apr 6, 2026 |
| Apr 1, 2026 | McShane Elizabeth E. | OSEC transaction code O | Common Stock, par value $0.01 per share | 4.7K | $4.05 | Direct | Apr 6, 2026 |
| Apr 1, 2026 | Jundt Mark | OSEC transaction code O · derivative | Subscription Rights (right to buy) | 1.7K | $0.00 | Direct | Apr 6, 2026 |
| Apr 1, 2026 | Jundt Mark | OSEC transaction code O | Common Stock, par value $0.01 per share | 3.7K | $4.05 | Direct | Apr 6, 2026 |
| Apr 1, 2026 | Philp Daniel C. | OSEC transaction code O · derivative | Subscription Rights (right to buy) | 11.4K | $0.00 | Direct | Apr 6, 2026 |
| Apr 1, 2026 | Philp Daniel C. | OSEC transaction code O | Common Stock, par value $0.01 per share | 24.7K | $4.05 | Direct | Apr 6, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events1
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 21, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 13, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 17, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Apr 3, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Mar 27, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Feb 18, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Feb 13, 2026 | S-1/AAmendment | — | Securities registration statement | Capital-related | Filing |
| Feb 13, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jan 30, 2026 | 8-K | 5.03, 8.01, 9.01 | Charter or bylaw change; Other event; Financial statements / exhibits | — | Filing |
| Jan 23, 2026 | S-1 | — | Securities registration statement | Capital-related | Filing |
| Jan 23, 2026 | 8-K | 1.01, 2.03, 8.01, 9.01 | Material definitive agreement; New direct financial obligation; Other event; Financial statements / exhibits | Debt | Filing |
| Nov 20, 2025 | 8-K | 5.03, 5.07, 9.01 | Charter or bylaw change; Shareholder vote results; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$48.1M
FY 2026
10-K filed Sep 21, 2026
Operating income
$-16.9M
FY 2026
10-K filed Sep 21, 2026
Operating margin
-35.0%
FY 2026
10-K filed Sep 21, 2026
Net income
$-11.2M
FY 2026
10-K filed Sep 21, 2026
Diluted EPS
$-4.43
FY 2026
10-K filed Sep 21, 2026
Operating cash flow
$-4.0M
FY 2026
10-K filed Sep 21, 2026
Free cash flow
$-4.4M
FY 2026
10-K filed Sep 21, 2026
Cash & equivalents
$15.0M
As of Sep 30, 2023
10-Q filed Nov 14, 2023
Long-term debt
$0
As of Sep 30, 2021
10-Q filed Nov 5, 2021
Assets
$84.4M
As of Jun 30, 2026
-13.8% YoY 10-K filed Sep 21, 2026
Stockholders’ equity
$13.3M
As of Jun 30, 2026
+9.7% YoY 10-K filed Sep 21, 2026
Shares outstanding
4.8M
As of Sep 15, 2026
10-K filed Sep 21, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Mar 31, 2026 | $14.4M | +16.0% |
| Ended Dec 31, 2025 | $6.7M | +8.8% |
| Ended Sep 30, 2025 | $5.2M | -22.3% |
| Ended Mar 31, 2025 | $12.4M | — |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $48.1M | — |
| Ended Dec 31, 2024 | $37.8M | — |
| Ended Dec 31, 2022 | $18.8M | -3.6% |
| Ended Dec 31, 2021 | $19.5M | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$3.40
View live quote ↗
52-week low
$3.11
Dec 11, 2025
52-week high
$5.60
Sep 25, 2025
Below 52-week high
39.3%
1W return
-1.4%
1M return
-5.8%
3M return
-9.6%
6M return
-14.1%
YTD return
-1.4%
1Y return
-34.0%
30-day volatility
42.4%
90-day volatility
59.1%
1Y max drawdown
-41.3%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 6 filing(s) · 3 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Morgan Stanley CIK0000895421 | Apr 30, 2026 observed May 7, 2026 filed · 7d Schedule 13G amendment | Reported accumulation | 281.0K +42.5K | 5.90% -6.70 pts | $3.96 | $4.00 | $2.73 |
| Morgan Stanley CIK0000895421 | Feb 28, 2026 observed Mar 6, 2026 filed · 6d Schedule 13G amendment | Reported accumulation | 238.4K +133.1K | 12.60% +6.60 pts | $3.87 | $3.86 | $2.73 |
| Morgan Stanley CIK0000895421 | Dec 31, 2025 observed Feb 12, 2026 filed · 43d Initial Schedule 13G | Initial Schedule 13G | 105.3K | 6.00% | $3.45 | $4.47 | $2.73 |
Explore more institutional activity
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