PHUN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -26.3% ·
share flow +10.9% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | n/a | −2 |
| Q3 2025 | 9 | +3 | 2.04M | $5.62M | +3 | n/a |
| Q2 2025 | 5 | -1 | 1.89M | $5.99M | n/a | −1 |
| Q1 2025 | 3 | -2 | 350.38K | $1.03M | +1 | −3 |
| Q4 2024 | 5 | +3 | 368.77K | $1.92M | +3 | n/a |
| Q3 2024 | 1 | 0 | 113.77K | $389,193 | n/a | n/a |
| Q2 2024 | 1 | n/a | 83.26K | $457,133 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 883.50K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 676.25K | +340.0% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | BlackRock ✦ (passive) | 564.93K | +0.8% | $999,924 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Geode Capital Management ✦ (passive) | 228.98K | +2.2% | $405,359 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Simplex Trading, Llc | 94.69K | +185570.6% | $167,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 90.40K | 0.0% | $160,004 | 0.0% | Held | 6 | SEC ↗ |
| 7 | Northern Trust Corp | 47.39K | -24.8% | $83,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 22.07K | 0.0% | $40,000 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 933 | 0.0% | $1,648 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 754 | +0.1% | $1,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 650 | +465.2% | $1,151 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Cwm, Llc | 34 | New | $60 | 0.0% | New | 1 | SEC ↗ |
| 13 | Citigroup Inc | 3 | -99.4% | $5 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 1 | New | $0 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cwm, Llc | $60 | 0.0% |
| Royal Bank Of Canada | $0 | 0.0% |
Exited
| Citadel Advisors | $254,438 | was 0.0% |
| Susquehanna International… | $171,841 | was 0.0% |
| Jane Street Group, Llc | $135,995 | was 0.0% |
| Group One Trading Llc | $68,833 | was 0.0% |
| Hrt Financial Lp | $25,000 | was 0.0% |
| Northwestern Mutual Wealth… | $46 | was 0.0% |
| Bank Of America Corp /De/ | $43 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
9.1% of class · View original SEC filing ↗
8.0% of class · View original SEC filing ↗
7.0% of class · View original SEC filing ↗
6.9% of class · View original SEC filing ↗
6.9% of class · View original SEC filing ↗
6.6% of class · View original SEC filing ↗
6.6% of class · View original SEC filing ↗