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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ACORN CAPITAL ADVISORS, LLC | 4,131,299 | $26M | 9.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,598,952 | $23M | 8.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 2,041,759 | $13M | 4.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,942,413 | $12M | 4.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,916,346 | $12M | 4.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,817,681 | $12M | 4.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,734,649 | $11M | 4.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,477,519 | $9M | 3.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,436,106 | $9M | 3.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 1,182,868 | $8M | 2.7% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 1,138,169 | $7M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,017,342 | $7M | 2.4% | 2026-Q1 |
| STATE STREET CORP added | 917,590 | $6M | 2.1% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 889,601 | $6M | 2.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 785,391 | $5M | 1.8% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 782,798 | $5M | 1.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 775,341 | $5M | 1.8% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 774,308 | $5M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 669,719 | $4M | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 641,753 | $4M | 1.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 538,155 | $3M | 1.2% | 2026-Q1 |
| UBS Group AG added | 534,227 | $3M | 1.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 508,182 | $3M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 359,742 | $2M | 0.8% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 351,235 | $2M | 0.8% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P trimmed | 349,651 | $2M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 347,881 | $2M | 0.8% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 272,890 | $2M | 0.6% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 253,039 | $2M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 251,683 | $2M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. | 251,653 | $2M | 0.6% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 237,715 | $2M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 215,391 | $1M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 220,724 | $1M | 0.5% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 208,618 | $1M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 204,041 | $1M | 0.5% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC | 194,887 | $1M | 0.5% | 2026-Q1 |
| FMR LLC added | 191,833 | $1M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 173,051 | $1M | 0.4% | 2026-Q1 |
| Haven Private, LLC added | 155,260 | $992K | 0.4% | 2026-Q1 |
| Round Rock Advisors LLC added | 128,912 | $824K | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 123,513 | $789K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 115,915 | $741K | 0.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 96,000 | $613K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 95,044 | $607K | 0.2% | 2026-Q1 |
| STRS OHIO trimmed | 91,500 | $585K | 0.2% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 89,491 | $572K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 79,101 | $505K | 0.2% | 2026-Q1 |
| State of Wyoming added | 75,808 | $484K | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd trimmed | 66,333 | $424K | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 61,255 | $391K | 0.1% | 2026-Q1 |
| EntryPoint Capital, LLC added | 53,464 | $342K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 53,036 | $339K | 0.1% | 2026-Q1 |
| D'Orazio & Associates, Inc. added | 49,915 | $319K | 0.1% | 2026-Q1 |
| Man Group plc added | 47,375 | $303K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 40,364 | $258K | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 39,308 | $251K | 0.1% | 2026-Q1 |
| Baron Wealth Management LLC added | 38,278 | $245K | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 40,298 | $240K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 36,618 | $234K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 33,145 | $212K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 31,306 | $201K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 29,959 | $191K | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 29,779 | $190K | 0.1% | 2026-Q1 |
| VIRTUS ADVISERS, LLC trimmed | 29,347 | $188K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 29,173 | $186K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 28,600 | $183K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 26,558 | $170K | 0.1% | 2026-Q1 |
| Caprock Group, LLC added | 25,989 | $166K | 0.1% | 2026-Q1 |
| Metis Global Partners, LLC trimmed | 25,264 | $161K | 0.1% | 2026-Q1 |
| C2C Wealth Management, LLC added | 23,620 | $151K | 0.1% | 2026-Q1 |
| Creative Planning added | 23,113 | $148K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 22,800 | $146K | 0.1% | 2026-Q1 |
| One Wealth Advisors, LLC added | 21,079 | $135K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 20,635 | $132K | 0.0% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 18,448 | $118K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,797,748 | $23M | 8.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 557,548 | $3M | 1.1% | 2025-Q3 stale |
| JANUS HENDERSON GROUP PLC trimmed | 745,541 | $3M | 0.9% | 2025-Q2 stale |
| TANG CAPITAL MANAGEMENT LLC | 200,000 | $1M | 0.4% | 2025-Q3 stale |
| MACKENZIE FINANCIAL CORP trimmed | 160,973 | $966K | 0.4% | 2025-Q4 stale |
| Eversept Partners, LP trimmed | 240,688 | $826K | 0.3% | 2025-Q2 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 148,132 | $809K | 0.3% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 149,552 | $794K | 0.3% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 111,520 | $664K | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 71,100 | $423K | 0.2% | 2025-Q4 stale |
| Hillsdale Investment Management Inc. trimmed | 77,800 | $413K | 0.1% | 2025-Q3 stale |
| Assenagon Asset Management S.A. trimmed | 72,979 | $388K | 0.1% | 2025-Q3 stale |
| Verdad Advisers, LP new | 55,542 | $330K | 0.1% | 2025-Q4 stale |
| MACQUARIE GROUP LTD | 61,255 | $325K | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 99,394 | $294K | 0.1% | 2025-Q1 stale |
| Graham Capital Management, L.P. added | 52,708 | $280K | 0.1% | 2025-Q3 stale |
| Kapitalo Investimentos Ltda new | 70,269 | $241K | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 36,362 | $216K | 0.1% | 2025-Q4 stale |
| Integrated Quantitative Investments LLC trimmed | 59,727 | $177K | 0.1% | 2025-Q1 stale |
| SHERBROOKE PARK ADVISERS LLC added | 30,527 | $162K | 0.1% | 2025-Q3 stale |
| Brooklyn Investment Group new | 27,547 | $146K | 0.1% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 21,800 | $130K | 0.0% | 2025-Q4 stale |
| Sanctuary Advisors, LLC new | 23,866 | $127K | 0.0% | 2025-Q3 stale |
| Heron Bay Capital Management new | 20,056 | $119K | 0.0% | 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.
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.