PHUN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +5.1% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | — | −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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 895.64K | +1.4% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 730.63K | +8.0% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 730.63K | +8.0% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 730.63K | +8.0% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 730.63K | +8.0% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 580.39K | +2.7% | $1.19M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 580.39K | +2.7% | $1.19M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 580.39K | +2.7% | $1.19M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 222.22K | -3.0% | $455,625 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 222.22K | -3.0% | $455,625 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passive) | 90.40K | 0.0% | $185,316 | 0.0% | Held | 7 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 56.85K | New | $116,543 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 48.71K | New | $99,862 | 0.0% | New | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 48.71K | New | $99,862 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northern Trust Corp | 47.39K | 0.0% | $97,154 | 0.0% | Held | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 28.75K | +30.3% | $59,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Hrt Financial Lp | 26.01K | New | $53,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | IMC-Chicago, LLC | 11.32K | New | $23,210 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 4.63K | New | $9,034 | 0.0% | New | 1 | SEC ↗ |
| 20 | Citigroup Inc | 1.35K | +45033.3% | $2,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 172 | -81.6% | $352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Barclays Plc | 166 | New | $340 | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 106 | -83.7% | $218 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 106 | -83.7% | $218 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 18 | -97.6% | $37 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $116,543 | 0.0% |
| Jane Street Group, Llc | $99,862 | 0.0% |
| Jane Street Group, Llc | $99,862 | 0.0% |
| Hrt Financial Lp | $53,000 | 0.0% |
| IMC-Chicago, LLC | $23,210 | 0.0% |
| JPMorgan Chase | $9,034 | 0.0% |
| Barclays Plc | $340 | 0.0% |
Exited
| Simplex Trading, Llc | $167,604 | was 0.0% |
| Royal Bank Of Canada | $0 | 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.
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 ↗