Sezzle (SEZL) Billionaire Stakes Drop Amid 130% Year-To-Date Rally

Billionaire investor stakes in Sezzle Inc. (SEZL) decreased from approximately $34.12 million in Q4 2025 to $14.04 million in Q1 2026, a decline of about $20.07 million. Despite this, SEZL's stock has increased nearly 130% year-to-date, prompting Wall Street firms to adjust their price targets upward. B. Riley raised its target from $117 to $141, while Northland and Needham also increased their price targets, citing strong Q1 performance. Sezzle's new API integration aims to enhance user payment experiences across major merchants, potentially impacting future growth.