Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns PBYI (PBYI)


Which tracked institutional funds hold PBYI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBYI company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

156
Institutional holders
37,846,156
Shares held (tracked funds)
75.1%
Of shares outstanding

How the tape is positioned

28 tracked funds added or opened PBYI while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

PBYI’s largest tracked holder by dollar value, ACORN CAPITAL ADVISORS, LLC, sizes it at 7.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in PBYI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 156 tracked filers holding PBYI, 89 increased or opened the position and 61 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in PBYI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • VANGUARD CAPITAL MANAGEMENT LLC$12M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$11M
  • VANGUARD FIDUCIARY TRUST CO$2M

Full exits 4

  • VANGUARD GROUP INC$23M
  • MACKENZIE FINANCIAL CORP$966K
  • LOS ANGELES CAPITAL MANAGEMENT LLC$809K
  • Qube Research & Technologies Ltd$664K

Largest adds

  • MILLENNIUM MANAGEMENT LLC$9M
  • LSV ASSET MANAGEMENT$5M
  • UBS Group AG$3M
  • AMERICAN CENTURY COMPANIES INC$2M
  • ACORN CAPITAL ADVISORS, LLC$2M
  • STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2M

Largest trims

  • TWO SIGMA INVESTMENTS, LP$883K
  • CITADEL ADVISORS LLC$776K
  • GLOBEFLEX CAPITAL L P$459K
  • GOLDMAN SACHS GROUP INC$445K
  • BARCLAYS PLC$395K
  • CANADA PENSION PLAN INVESTMENT BOARD$302K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
ACORN CAPITAL ADVISORS, LLC4,131,299$26M9.6%2026-Q1
BlackRock, Inc. trimmed3,598,952$23M8.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added2,041,759$13M4.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed1,942,413$12M4.5%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,916,346$12M4.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,817,681$12M4.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,734,649$11M4.0%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,477,519$9M3.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,436,106$9M3.3%2026-Q1
LSV ASSET MANAGEMENT added1,182,868$8M2.7%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added1,138,169$7M2.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,017,342$7M2.4%2026-Q1
STATE STREET CORP added917,590$6M2.1%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added889,601$6M2.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added785,391$5M1.8%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed782,798$5M1.8%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added775,341$5M1.8%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added774,308$5M1.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed669,719$4M1.6%2026-Q1
NORTHERN TRUST CORP added641,753$4M1.5%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed538,155$3M1.2%2026-Q1
UBS Group AG added534,227$3M1.2%2026-Q1
SEI INVESTMENTS CO added508,182$3M1.2%2026-Q1
MORGAN STANLEY added359,742$2M0.8%2026-Q1
D. E. Shaw & Co., Inc. trimmed351,235$2M0.8%2026-Q1
GLOBEFLEX CAPITAL L P trimmed349,651$2M0.8%2026-Q1
Bank of New York Mellon Corp trimmed347,881$2M0.8%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added272,890$2M0.6%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed253,039$2M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new251,683$2M0.6%2026-Q1
Russell Investments Group, Ltd.251,653$2M0.6%2026-Q1
FEDERATED HERMES, INC. trimmed237,715$2M0.6%2026-Q1
FRANKLIN RESOURCES INC added215,391$1M0.5%2026-Q1
JPMORGAN CHASE & CO added220,724$1M0.5%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added208,618$1M0.5%2026-Q1
Empowered Funds, LLC added204,041$1M0.5%2026-Q1
PANAGORA ASSET MANAGEMENT INC194,887$1M0.5%2026-Q1
FMR LLC added191,833$1M0.4%2026-Q1
Prospera Financial Services Inc trimmed173,051$1M0.4%2026-Q1
Haven Private, LLC added155,260$992K0.4%2026-Q1
Round Rock Advisors LLC added128,912$824K0.3%2026-Q1
FIRST TRUST ADVISORS LP added123,513$789K0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed115,915$741K0.3%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC96,000$613K0.2%2026-Q1
Invesco Ltd. trimmed95,044$607K0.2%2026-Q1
STRS OHIO trimmed91,500$585K0.2%2026-Q1
OpenArc Corporate Advisory, LLC added89,491$572K0.2%2026-Q1
Nuveen, LLC79,101$505K0.2%2026-Q1
State of Wyoming added75,808$484K0.2%2026-Q1
WINTON GROUP Ltd trimmed66,333$424K0.2%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.61,255$391K0.1%2026-Q1
EntryPoint Capital, LLC added53,464$342K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed53,036$339K0.1%2026-Q1
D'Orazio & Associates, Inc. added49,915$319K0.1%2026-Q1
Man Group plc added47,375$303K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed40,364$258K0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH39,308$251K0.1%2026-Q1
Baron Wealth Management LLC added38,278$245K0.1%2026-Q1
Vise Technologies, Inc.40,298$240K0.1%2026-Q1
LPL Financial LLC trimmed36,618$234K0.1%2026-Q1
DEUTSCHE BANK AG\ added33,145$212K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added31,306$201K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed29,959$191K0.1%2026-Q1
Kathmere Capital Management, LLC added29,779$190K0.1%2026-Q1
VIRTUS ADVISERS, LLC trimmed29,347$188K0.1%2026-Q1
Vanguard Global Advisers, LLC new29,173$186K0.1%2026-Q1
Engineers Gate Manager LP added28,600$183K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed26,558$170K0.1%2026-Q1
Caprock Group, LLC added25,989$166K0.1%2026-Q1
Metis Global Partners, LLC trimmed25,264$161K0.1%2026-Q1
C2C Wealth Management, LLC added23,620$151K0.1%2026-Q1
Creative Planning added23,113$148K0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed22,800$146K0.1%2026-Q1
One Wealth Advisors, LLC added21,079$135K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added20,635$132K0.0%2026-Q1
PRELUDE CAPITAL MANAGEMENT, LLC trimmed18,448$118K0.0%2026-Q1
VANGUARD GROUP INC added3,797,748$23M8.2%2025-Q4 stale
MARSHALL WACE, LLP added557,548$3M1.1%2025-Q3 stale
JANUS HENDERSON GROUP PLC trimmed745,541$3M0.9%2025-Q2 stale
TANG CAPITAL MANAGEMENT LLC200,000$1M0.4%2025-Q3 stale
MACKENZIE FINANCIAL CORP trimmed160,973$966K0.4%2025-Q4 stale
Eversept Partners, LP trimmed240,688$826K0.3%2025-Q2 stale
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed148,132$809K0.3%2025-Q4 stale
WELLINGTON MANAGEMENT GROUP LLP trimmed149,552$794K0.3%2025-Q3 stale
Qube Research & Technologies Ltd trimmed111,520$664K0.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed71,100$423K0.2%2025-Q4 stale
Hillsdale Investment Management Inc. trimmed77,800$413K0.1%2025-Q3 stale
Assenagon Asset Management S.A. trimmed72,979$388K0.1%2025-Q3 stale
Verdad Advisers, LP new55,542$330K0.1%2025-Q4 stale
MACQUARIE GROUP LTD61,255$325K0.1%2025-Q3 stale
GSA CAPITAL PARTNERS LLP trimmed99,394$294K0.1%2025-Q1 stale
Graham Capital Management, L.P. added52,708$280K0.1%2025-Q3 stale
Kapitalo Investimentos Ltda new70,269$241K0.1%2025-Q2 stale
JANE STREET GROUP, LLC trimmed36,362$216K0.1%2025-Q4 stale
Integrated Quantitative Investments LLC trimmed59,727$177K0.1%2025-Q1 stale
SHERBROOKE PARK ADVISERS LLC added30,527$162K0.1%2025-Q3 stale
Brooklyn Investment Group new27,547$146K0.1%2025-Q3 stale
Brandywine Global Investment Management, LLC trimmed21,800$130K0.0%2025-Q4 stale
Sanctuary Advisors, LLC new23,866$127K0.0%2025-Q3 stale
Heron Bay Capital Management new20,056$119K0.0%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership