Security record · archived quarter
PEXL
name pending profile ingest
7Tracked holders
0Δ holders
141.99KShares held
$8.66MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | -2 | 120.06K | $9.10M | +1 | −3 |
| Q1 2026 | 11 | +4 | 193.06K | $11.33M | +4 | n/a |
| Q4 2025 | 7 | 0 | 141.99K | $8.66M | +1 | −1 |
| Q3 2025 | 2 | 0 | 15.30K | $877,669 | n/a | n/a |
| Q2 2025 | 1 | 0 | 6.05K | $314,348 | n/a | n/a |
| Q1 2025 | 1 | 0 | 14.31K | $652,754 | n/a | n/a |
| Q4 2024 | 1 | 0 | 22.11K | $1.06M | n/a | n/a |
| Q3 2024 | 1 | 0 | 45.45K | $2.29M | n/a | n/a |
| Q2 2024 | 1 | n/a | 16.15K | $791,634 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 62.08K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 32.74K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 15.42K | n/a | $940,201 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 12.50K | n/a | $762,424 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 11.03K | n/a | $672,459 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 8.21K | +0.9% | $500,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 19 | New | $1,197 | 0.0% | New | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $1,197 | 0.0% |
Exited
| Citadel Advisors | $411,108 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 301.37K shares, $14.56M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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