Who owns PROSY
Which tracked institutional funds hold PROSY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PROSY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
2 tracked funds added or opened PROSY while 3 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
PROSY’s largest tracked holder by dollar value, S&CO INC, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PROSY 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 15 tracked filers holding PROSY, 11 increased or opened the position and 6 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 PROSY 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 1
- JGP Global Gestao de Recursos Ltda.$3M
Full exits 2
- S&CO INC$22M
- DRW Securities, LLC$702K
Largest adds
- Boston Common Asset Management, LLC$450K
Largest trims
- YOUSIF CAPITAL MANAGEMENT, LLC$412K
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 |
|---|---|---|---|---|
| Boston Common Asset Management, LLC added | 354,619 | $3M | 8.2% | 2026-Q2 |
| JGP Global Gestao de Recursos Ltda. added | 342,397 | $3M | 7.9% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 189,623 | $2M | 4.4% | 2026-Q2 |
| Ativo Capital Management LLC added | 176,339 | $2M | 4.1% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 38,400 | $334K | 0.9% | 2026-Q2 |
| YOUSIF CAPITAL MANAGEMENT, LLC trimmed | 19,819 | $172K | 0.5% | 2026-Q2 |
| Calydon Capital added | 17,966 | $156K | 0.4% | 2026-Q2 |
| Canopy Partners, LLC added | 12,282 | $107K | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 12,171 | $106K | 0.3% | 2026-Q2 |
| Salomon & Ludwin, LLC added | 4,313 | $38K | 0.1% | 2026-Q2 |
| Westside Investment Management, Inc. | 3,732 | $32K | 0.1% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS added | 2,610 | $23K | 0.1% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 1,363 | $12K | 0.0% | 2026-Q2 |
| Ascentis Wealth Management, LLC trimmed | 3 | $3K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 343 | $3K | 0.0% | 2026-Q2 |
| S&CO INC trimmed | 2,497,466 | $22M | 59.5% | 2026-Q1 stale (1 quarter behind) |
| DRW Securities, LLC new | 75,908 | $702K | 1.9% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 30 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Resolute Advisors LLC | 122,165 | $2M | 4.0% | 2025-Q4 stale (2 quarters behind) |
| Dorsey Wright & Associates added | 119,896 | $1M | 3.9% | 2025-Q4 stale (2 quarters behind) |
| AdvisorShares Investments LLC added | 79,762 | $986K | 2.6% | 2025-Q4 stale (2 quarters behind) |
| PARADIGM ASSET MANAGEMENT CO LLC | 4,049 | $50K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Signature Equity Partners, LLC new | 416 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 250 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Murphy & Mullick Capital Management Corp new | 11 | $136 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HighPoint Advisor Group LLC added | 13,725 | $194K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| First Horizon Advisors, Inc. added | 3,777 | $42K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Hara Capital LLC new | 2,280 | $25K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group added | 810 | $9K | 0.0% | 2025-Q2 stale (4 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.