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5%+ stakes · Schedule 13D and 13G

VASO Corp: 5%+ holders

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Who has reported owning 5% or more of VASO Corp, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of VASO Corp. The largest reported stake is Joshua Markowitz's, at 31.9%. 2 filings are on record since April 10, 2026 (Schedule 13D, April 10, 2026).

1 more record on VASO Corp ↓

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At 5% or more2
Filings2
Latest filing2026-04-16

VASO Corp has 2 Schedule 13D or 13G filings on record since 2026-04-10. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
31.9%56,088,318SCHEDULE 13D, 2026-04-102018-12-19
6%10,498,146SCHEDULE 13D, 2026-04-162019-06-25

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VASO Corp elsewhere on the record

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What the Full Report on VASO Corp covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    4 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Joshua Markowitz350,00055,738,318350,00055,738,318SCHEDULE 13D, 2026-04-10
Stacey Markowitz012,209,025012,209,025SCHEDULE 13D, 2026-04-10
Jun Ma10,498,146010,498,1460SCHEDULE 13D, 2026-04-16

The latest filing identifies VASO Corp by CUSIP 92233F102 and gives its principal executive office as 137 Commercial Street, Suite 200, Plainview, NY 11803 (SCHEDULE 13D, 2026-04-16).

Source of funds (Item 3)

As of the date of this report, the Non Exempt Trust was the direct beneficial owner of 7,569,595 Shares and the Exempt Trust was the direct beneficial owner of 4,639,430 Shares. Joshua Markowitz is a co-trustee of the Trusts and as a result, shares voting and dispositive power over the Shares held by the Trusts. As such, he may be deemed to have indirect beneficial ownership of the Shares directly beneficially owned by the Trusts. The Shares in the Trusts were placed into trust, and the trustees appointed, by the estate of Judith Srybrnik.Joshua Markowitz, SCHEDULE 13D, 2026-04-10
9,749,834 shares were granted to the Reporting Person by the Company. An additional 777,312 Shares were purchased by the Reporting Person using personal funds.Jun Ma, SCHEDULE 13D, 2026-04-16

Purpose of Transaction (Item 4)

Joshua Markowitz

The Reporting Person acquired the Shares for investment purposes.Item 4 of the SCHEDULE 13D filed 2026-04-10

Jun Ma

The Reporting Person acquired the Shares for investment purposes. Pursuant to an Employment Agreement between the Issuer and the Reporting Person, the Reporting Person is entitled to participate in the Issuer's equity compensation programs, with grants being subject to the discretion of the Board of Directors of the Issuer.Item 4 of the SCHEDULE 13D filed 2026-04-16

Timeline

FiledHolderPercentFiling
2026-04-10Joshua Markowitz31.9%SCHEDULE 13D
2026-04-16Jun Ma6%SCHEDULE 13D

Questions about who owns VASO Corp

Who owns VASO Corp?

On this page, 2 holders' latest ownership filings report 5% or more of VASO Corp: Joshua Markowitz (31.9%, Schedule 13D, filed 2026-04-10) and Jun Ma (6%, Schedule 13D, filed 2026-04-16).

Who are the largest shareholders of VASO Corp?

By the share each holder's latest filing reports, the largest holders of VASO Corp on this page are Joshua Markowitz (31.9%) and Jun Ma (6%).

When did Joshua Markowitz buy into VASO Corp?

The filings give report dates, not purchase dates. The earliest filing from Joshua Markowitz on this page is the Schedule 13D, filed 2026-04-10, reporting 31.9%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 2 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for VASO Corp

DateRecordFigureOur pageSource
July 31, 2026Acquired NetWolves$14.50MAcquisitionSource
July 23, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/vaso
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of VASO Corp? 2 holders at 5% or more, largest Joshua Markowitz 31.9%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/vaso