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-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on PERI is one-sided between 2025-Q4 and 2026-Q1: 28 added or opened and 9 trimmed or exited — on balance accumulating.
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 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp 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 2025-Q4 and 2026-Q1, across 95 tracked filers holding PERI, 50 increased or opened the position and 50 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 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 8
- VANGUARD CAPITAL MANAGEMENT LLC$13M
- VANGUARD FIDUCIARY TRUST CO$4M
- Man Group plc$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- LAZARD ASSET MANAGEMENT LLC$2M
- GSA CAPITAL PARTNERS LLP$1M
Full exits 5
- VANGUARD GROUP INC$16M
- Phoenix Financial Ltd.$15M
- Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$2M
- Perritt Capital Management Inc$637K
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$631K
Largest adds
- Private Capital Management, LLC$12M
- CastleKnight Management LP$5M
- JANE STREET GROUP, LLC$3M
- Harel Insurance Investments & Financial Services Ltd.$1M
- CITADEL ADVISORS LLC$1M
- Magnetar Financial LLC$1M
Largest trims
- MEITAV INVESTMENT HOUSE LTD$2M
- Altshuler Shaham Ltd$715K
- D. E. Shaw & Co., Inc.$512K
- Rothschild Wealth LLC$465K
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 | 4,778,028 | $48M | 16.7% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. | 3,478,513 | $35M | 12.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC | 1,802,959 | $18M | 6.3% | 2026-Q1 |
| Value Base Ltd. | 1,551,423 | $15M | 5.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,369,115 | $14M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,271,747 | $13M | 4.5% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. | 1,287,102 | $13M | 4.5% | 2026-Q1 |
| CastleKnight Management LP added | 941,983 | $9M | 3.3% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 869,066 | $9M | 3.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 359,342 | $4M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 359,604 | $4M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 336,498 | $3M | 1.2% | 2026-Q1 |
| Man Group plc added | 271,874 | $3M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 250,965 | $3M | 0.9% | 2026-Q1 |
| ARK Investment Management LLC added | 233,860 | $2M | 0.8% | 2026-Q1 |
| STABLEFORD CAPITAL II LLC added | 230,468 | $2M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,889 | $2M | 0.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 180,797 | $2M | 0.6% | 2026-Q1 |
| RAFFLES ASSOCIATES LP added | 170,279 | $2M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 166,538 | $2M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 157,460 | $2M | 0.5% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 156,968 | $2M | 0.5% | 2026-Q1 |
| PERKINS CAPITAL MANAGEMENT INC added | 156,865 | $2M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 155,185 | $2M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 143,529 | $1M | 0.5% | 2026-Q1 |
| EQUITABLE TRUST CO added | 138,880 | $1M | 0.5% | 2026-Q1 |
| XTX Topco Ltd added | 131,919 | $1M | 0.5% | 2026-Q1 |
| Magnetar Financial LLC added | 129,264 | $1M | 0.5% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 110,256 | $1M | 0.4% | 2026-Q1 |
| Jump Financial, LLC added | 104,010 | $1M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 102,698 | $1M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 91,039 | $909K | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP new | 87,703 | $876K | 0.3% | 2026-Q1 |
| Engineers Gate Manager LP added | 80,148 | $801K | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 75,970 | $759K | 0.3% | 2026-Q1 |
| GHP Investment Advisors, Inc. | 68,107 | $680K | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 68,105 | $680K | 0.2% | 2026-Q1 |
| North Star Investment Management Corp. new | 65,000 | $649K | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 62,955 | $629K | 0.2% | 2026-Q1 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P added | 60,000 | $599K | 0.2% | 2026-Q1 |
| Clear Harbor Asset Management, LLC added | 58,370 | $583K | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 56,334 | $563K | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 54,809 | $548K | 0.2% | 2026-Q1 |
| State of Tennessee, Department of Treasury | 53,145 | $531K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 52,234 | $522K | 0.2% | 2026-Q1 |
| Y.D. More Investments Ltd added | 50,002 | $503K | 0.2% | 2026-Q1 |
| Quinn Opportunity Partners LLC | 49,500 | $495K | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 49,400 | $494K | 0.2% | 2026-Q1 |
| Kerrisdale Advisers, LLC trimmed | 49,373 | $493K | 0.2% | 2026-Q1 |
| Yelin Lapidot Holdings Management Ltd. | 42,084 | $420K | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 41,937 | $419K | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 37,060 | $370K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd added | 32,321 | $323K | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC | 28,312 | $283K | 0.1% | 2026-Q1 |
| STATE STREET CORP added | 27,515 | $275K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 24,480 | $245K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 24,268 | $242K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 24,191 | $242K | 0.1% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD trimmed | 24,067 | $240K | 0.1% | 2026-Q1 |
| PDT Partners, LLC trimmed | 23,280 | $233K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 22,471 | $224K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 17,200 | $172K | 0.1% | 2026-Q1 |
| Tripletail Wealth Management, LLC trimmed | 16,100 | $159K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 15,650 | $156K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC | 1,713,232 | $16M | 5.7% | 2025-Q4 stale |
| Phoenix Financial Ltd. trimmed | 1,580,804 | $15M | 5.3% | 2025-Q4 stale |
| MENORA MIVTACHIM HOLDINGS LTD. | 1,247,656 | $10M | 3.6% | 2025-Q1 stale |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 186,750 | $2M | 0.6% | 2025-Q4 stale |
| SPHERA FUNDS MANAGEMENT LTD. | 102,612 | $835K | 0.3% | 2025-Q1 stale |
| Sphera Management Technology Funds Ltd trimmed | 80,000 | $768K | 0.3% | 2025-Q3 stale |
| Murchinson Ltd. trimmed | 71,295 | $684K | 0.2% | 2025-Q3 stale |
| Perritt Capital Management Inc added | 66,500 | $637K | 0.2% | 2025-Q4 stale |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 65,880 | $631K | 0.2% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 56,973 | $547K | 0.2% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 61,280 | $499K | 0.2% | 2025-Q1 stale |
| Sanctuary Advisors, LLC added | 60,509 | $493K | 0.2% | 2025-Q3 stale |
| JPMORGAN CHASE & CO trimmed | 49,935 | $478K | 0.2% | 2025-Q4 stale |
| WINTON GROUP Ltd added | 45,443 | $435K | 0.2% | 2025-Q4 stale |
| SCOTIA CAPITAL INC. | 45,000 | $432K | 0.2% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 42,115 | $427K | 0.1% | 2025-Q2 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 36,365 | $370K | 0.1% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 38,387 | $368K | 0.1% | 2025-Q4 stale |
| Nebula Research & Development LLC trimmed | 33,902 | $344K | 0.1% | 2025-Q2 stale |
| State of Wyoming trimmed | 34,819 | $334K | 0.1% | 2025-Q4 stale |
| THOMPSON SIEGEL & WALMSLEY LLC new | 40,334 | $328K | 0.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 28,063 | $269K | 0.1% | 2025-Q3 stale |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 25,466 | $244K | 0.1% | 2025-Q4 stale |
| GROUP ONE TRADING LLC trimmed | 24,234 | $232K | 0.1% | 2025-Q4 stale |
| FOX RUN MANAGEMENT, L.L.C. trimmed | 20,246 | $194K | 0.1% | 2025-Q4 stale |
| Graham Capital Management, L.P. trimmed | 20,111 | $193K | 0.1% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 19,618 | $190K | 0.1% | 2025-Q3 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 19,633 | $188K | 0.1% | 2025-Q3 stale |
| Worth Venture Partners, LLC added | 19,339 | $185K | 0.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 18,575 | $178K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 19,644 | $160K | 0.1% | 2025-Q1 stale |
| Aquatic Capital Management LLC added | 15,524 | $149K | 0.1% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC trimmed | 15,424 | $148K | 0.1% | 2025-Q4 stale |
| Petrus Trust Company, LTA trimmed | 18,105 | $147K | 0.1% | 2025-Q1 stale |
| Quantbot Technologies LP added | 15,033 | $144K | 0.1% | 2025-Q4 stale |
| SIH Partners, LLLP trimmed | 14,095 | $135K | 0.0% | 2025-Q3 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.