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Security record · archived quarter

PHUN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
5Tracked holders
-1Δ holders
1.89MShares held
$5.99MReported value
+0New positions
−1Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -16.7% · share flow -2.0% · net new positions -20.0%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 17 +4 2.74M $5.63M +6 −2
Q1 2026 14 -5 2.61M $4.62M +2 −7
Q4 2025 19 -2 2.48M $4.58M −2
Q3 2025 9 +3 2.04M $5.62M +3
Q2 2025 5 -1 1.89M $5.99M −1
Q1 2025 3 -2 350.38K $1.03M +1 −3
Q4 2024 5 +3 368.77K $1.92M +3
Q3 2024 1 0 113.77K $389,193
Q2 2024 1 83.26K $457,133
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 1.02M $3.24M 0.0% n/c 1 SEC ↗
2 The Vanguard Group (passive) 1.02M $3.24M 0.0% n/c 1 SEC ↗
3 BlackRock (passive) 556.76K $1.76M 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 556.76K $1.76M 0.0% n/c 1 SEC ↗
5 BlackRock (passive) 556.76K $1.76M 0.0% n/c 1 SEC ↗
6 Geode Capital Management (passive) 221.85K +0.8% $703,382 0.0% ▲ Add 5 SEC ↗
7 Geode Capital Management (passive) 221.85K +0.8% $703,382 0.0% ▲ Add 5 SEC ↗
8 State Street Global Advisors (passive) 90.40K -10.6% $286,562 0.0% ▼ Trim 3 SEC ↗
9 Fidelity (FMR) 4 $13 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Citadel Advisors $86,223 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 2.89M shares, $5.08M 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.

Beneficial ownership
Aug 25 SC 13D/A — Goldenwise Capital Group Ltd

7.0% of class · View original SEC filing ↗

Jul 20 SC 13D/A — Goldenwise Capital Group Ltd

6.9% of class · View original SEC filing ↗

Jul 14 SC 13D/A — Goldenwise Capital Group Ltd

6.9% of class · View original SEC filing ↗

Jul 10 SC 13D/A — Goldenwise Capital Group Ltd

6.6% of class · View original SEC filing ↗

Jul 10 SC 13D/A — Goldenwise Capital Group Ltd

6.6% of class · View original SEC filing ↗

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: Q2 2025 · Methodology · Get this via the API