Who owns PERI
Which tracked institutional funds hold PERI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PERI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
14 tracked funds added or opened PERI while 22 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
PERI’s largest tracked holder by dollar value, Private Capital Management, LLC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PERI 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 2026-Q1 and 2026-Q2, across 87 tracked filers holding PERI, 40 increased or opened the position and 46 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 PERI between the 2026-Q1 and 2026-Q2 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 2
- CenterBook Partners LP$2M
- Aquatic Capital Management LLC$518K
Full exits 8
- Harel Insurance Investments & Financial Services Ltd.$35M
- ACADIAN ASSET MANAGEMENT LLC$18M
- STABLEFORD CAPITAL II LLC$2M
- LAZARD ASSET MANAGEMENT LLC$2M
- GSA CAPITAL PARTNERS LLP$1M
- HRT FINANCIAL LP$876K
Largest adds
- Private Capital Management, LLC$2M
- XTX Topco Ltd$1M
- LPL Financial LLC$1M
- EQUITABLE TRUST CO$1M
- Man Group plc$917K
- CastleKnight Management LP$707K
Largest trims
- RENAISSANCE TECHNOLOGIES LLC$4M
- JANE STREET GROUP, LLC$3M
- CITADEL ADVISORS LLC$2M
- WELLS FARGO & COMPANY/MN$2M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- MORGAN STANLEY$1M
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 |
|---|---|---|---|---|
| Private Capital Management, LLC added | 5,133,574 | $50M | 19.0% | 2026-Q2 |
| Value Base Ltd. | 1,551,423 | $15M | 5.8% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. | 1,287,102 | $12M | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,157,814 | $11M | 4.2% | 2026-Q2 |
| CastleKnight Management LP added | 1,041,983 | $10M | 3.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,022,509 | $10M | 3.8% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 932,090 | $9M | 3.5% | 2026-Q2 |
| Man Group plc added | 374,196 | $4M | 1.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 346,565 | $3M | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 318,500 | $3M | 1.2% | 2026-Q2 |
| XTX Topco Ltd added | 287,753 | $3M | 1.1% | 2026-Q2 |
| EQUITABLE TRUST CO added | 270,205 | $3M | 1.0% | 2026-Q2 |
| RAFFLES ASSOCIATES LP added | 235,779 | $2M | 0.9% | 2026-Q2 |
| CenterBook Partners LP new | 214,198 | $2M | 0.8% | 2026-Q2 |
| ARK Investment Management LLC trimmed | 211,984 | $2M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 211,934 | $2M | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 199,419 | $2M | 0.7% | 2026-Q2 |
| Jump Financial, LLC added | 174,777 | $2M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 166,865 | $2M | 0.6% | 2026-Q2 |
| PERKINS CAPITAL MANAGEMENT INC added | 165,215 | $2M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 117,008 | $1M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 108,081 | $1M | 0.4% | 2026-Q2 |
| Magnetar Financial LLC trimmed | 97,256 | $944K | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 96,828 | $940K | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 90,018 | $874K | 0.3% | 2026-Q2 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P added | 90,000 | $874K | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 75,970 | $738K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 72,872 | $708K | 0.3% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 68,107 | $661K | 0.3% | 2026-Q2 |
| North Star Investment Management Corp. | 65,000 | $631K | 0.2% | 2026-Q2 |
| Clear Harbor Asset Management, LLC added | 64,795 | $629K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 62,605 | $608K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 58,824 | $571K | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 56,334 | $547K | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 54,809 | $532K | 0.2% | 2026-Q2 |
| Y.D. More Investments Ltd added | 54,055 | $518K | 0.2% | 2026-Q2 |
| Aquatic Capital Management LLC added | 53,302 | $518K | 0.2% | 2026-Q2 |
| State of Tennessee, Department of Treasury | 53,145 | $516K | 0.2% | 2026-Q2 |
| Quinn Opportunity Partners LLC | 49,500 | $481K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 43,844 | $426K | 0.2% | 2026-Q2 |
| Yelin Lapidot Holdings Management Ltd. | 42,084 | $409K | 0.2% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 41,937 | $407K | 0.2% | 2026-Q2 |
| Headlands Technologies LLC added | 39,577 | $384K | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC | 28,312 | $275K | 0.1% | 2026-Q2 |
| State of Wyoming trimmed | 28,074 | $273K | 0.1% | 2026-Q2 |
| STATE STREET CORP added | 27,806 | $270K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 24,558 | $238K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 22,975 | $223K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 18,654 | $181K | 0.1% | 2026-Q2 |
| Tripletail Wealth Management, LLC added | 16,600 | $156K | 0.1% | 2026-Q2 |
| nVerses Capital, LLC new | 15,905 | $154K | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 15,800 | $153K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ new | 15,500 | $151K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 14,540 | $141K | 0.1% | 2026-Q2 |
| Olympiad Research LP new | 14,467 | $140K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 13,868 | $135K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 13,166 | $128K | 0.0% | 2026-Q2 |
| Procyon Advisors, LLC | 12,470 | $121K | 0.0% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 12,464 | $121K | 0.0% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 11,149 | $108K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 10,722 | $104K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 10,530 | $102K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 9,737 | $93K | 0.0% | 2026-Q2 |
| Caption Management, LLC | 9,262 | $90K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 7,394 | $72K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 3,588 | $35K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 3,400 | $33K | 0.0% | 2026-Q2 |
| Altshuler Shaham Ltd added | 3,000 | $29K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 2,944 | $29K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 2,676 | $26K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,328 | $23K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,786 | $17K | 0.0% | 2026-Q2 |
| Walleye Trading LLC trimmed | 564 | $5K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 534 | $5K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 486 | $5K | 0.0% | 2026-Q2 |
| NFSG Corp | 350 | $3K | 0.0% | 2026-Q2 |
| Basecamp Wealth Advisors LLC | 283 | $3K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 241 | $2K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 212 | $2K | 0.0% | 2026-Q2 |
| Cedar Mountain Advisors, LLC | 200 | $2K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 149 | $1K | 0.0% | 2026-Q2 |
| VISION FINANCIAL MARKETS LLC | 50 | $479 | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 10 | $92 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 8 | $78 | 0.0% | 2026-Q2 |
| Triumph Capital Management | 6 | $58 | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 3 | $29 | 0.0% | 2026-Q2 |
| Quarry LP trimmed | 1 | $10 | 0.0% | 2026-Q2 |
| Harel Insurance Investments & Financial Services Ltd. | 3,478,513 | $35M | 13.3% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC | 1,802,959 | $18M | 6.9% | 2026-Q1 stale (1 quarter behind) |
| STABLEFORD CAPITAL II LLC added | 230,468 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| LAZARD ASSET MANAGEMENT LLC added | 156,968 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| GSA CAPITAL PARTNERS LLP added | 110,256 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 87,703 | $876K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Engineers Gate Manager LP added | 80,148 | $801K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Point72 Asset Management, L.P. added | 68,105 | $680K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC | 1,713,232 | $16M | 6.2% | 2025-Q4 stale (2 quarters behind) |
| Phoenix Financial Ltd. trimmed | 1,580,804 | $15M | 5.8% | 2025-Q4 stale (2 quarters behind) |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 186,750 | $2M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Sphera Management Technology Funds Ltd trimmed | 80,000 | $768K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Murchinson Ltd. trimmed | 71,295 | $684K | 0.3% | 2025-Q3 stale (3 quarters behind) |
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.