Billionaire investors reduced their stake in Sezzle Inc. from roughly $34.12 million in the fourth quarter of 2025 to $14.04 million in the first quarter of 2026, a decline of about $20.07 million. The sell-down occurred even as Sezzle's stock rallied nearly 130% year-to-date, driven by strong quarterly results and new payment partnerships. On June 2, 2026, B. Riley raised its price target on Sezzle to $141 from $117 while maintaining a Buy rating, citing the company's integration with Knot's CardSwitcher API to automatically set Sezzle's virtual card as the preferred payment method across merchants including Amazon, Walmart, and Uber. Earlier, Northland lifted its target to $110 from $100 with an Outperform rating, and Needham raised its target to $122 from $94 with a Buy rating, both following a first-quarter beat-and-raise fueled by robust gross merchandise volume growth, a higher take rate, and better-than-expected credit performance.
Sezzle Inc.Strong quarterly results, raised price targets from multiple analysts, and new payment partnerships driving stock surge.
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