22 tracked 13F filers disclose a position in PERF as of the latest SEC 13F filings, a combined $12.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $6.6M | 3.9M | ▼−0.4% Reduced · −15K sh | Q1 2026 | |
| 2 | Oasis Management Co Ltd. | $3.7M | 2.2M | —Held | Q2 2026 | |
| 3 | Nantahala Capital Management, LLC | $969K | 584K | —Held | Q2 2026 | |
| 4 | Groupe la Francaise | $507K | 300K | ▲New +300K sh | Q1 2026 | |
| 5 | CREDIT INDUSTRIEL ET COMMERCIAL | $332K | 200K | —Held | Q2 2026 | |
| 6 | Crewe Advisors LLC | $109K | 66K | ▲+60% Added · +25K sh | Q2 2026 | |
| 7 | BNP PARIBAS FINANCIAL MARKETS | $98K | 58K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $68K | 40K | ▼−12% Reduced · −6K sh | Q1 2026 | |
| 9 | XTX Topco Ltd | $59K | 35K | ▼−16% Reduced · −7K sh | Q1 2026 | |
| 10 | Squarepoint Ops LLC | $54K | 32K | ▲+179% Added · +21K sh | Q1 2026 | |
| 11 | CSS LLC/IL | $52K | 31K | ▲New +31K sh | Q1 2026 | |
| 12 | Militia Capital Management LLC | $50K | 30K | ▲New +30K sh | Q2 2026 | |
| 13 | SBI Securities Co., Ltd. | $38K | 23K | ▲+7.3% Added · +2K sh | Q2 2026 | |
| 14 | MORGAN STANLEY | $38K | 23K | ▼−84% Reduced · −122K sh | Q1 2026 | |
| 15 | StoneX Group Inc. | $32K | 19K | ▲New +19K sh | Q2 2026 | |
| 16 | Focus Partners Wealth | $19K | 11K | ▲+0.9% Added · +100 sh | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $15K | 9K | ▲New +9K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $8K | 5K | ▲+2.7% Added · +128 sh | Q1 2026 | |
| 19 | CITIGROUP INC | $2K | 1K | ▲New +1K sh | Q1 2026 | |
| 20 | UBS Group AG | $169 | 100 | ▼−97% Reduced · −3K sh | Q1 2026 | |
| 21 | Caitong International Asset Management Co., Ltd | $146 | 88 | ▼−28% Reduced · −35 sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $0 | 1 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in PERF and 3 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| TESLA INCTSLA | 10 funds | $749.0M |
| ALPHABET INC-CL CGOOG | 10 funds | $589.2M |
| ADVANCED MICRO DEVICESAMD | 10 funds | $324.3M |
| JOHNSON & JOHNSONJNJ | 10 funds | $248.5M |
| NORFOLK SOUTHERN CORPNSC | 10 funds | $234.6M |
| LOCKHEED MARTIN CORPLMT | 10 funds | $180.7M |
| UBER TECHNOLOGIES INCUBER | 10 funds | $107.1M |
| NVIDIA CORPNVDA | 9 funds | $1.8B |
| MICROSOFT CORPMSFT | 9 funds | $1.6B |
| APPLE INCAAPL | 9 funds | $1.3B |
| AMAZON.COM INCAMZN | 9 funds | $1.1B |
| BROADCOM INCAVGO | 9 funds | $587.2M |
Ranked by how many of PERF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2016 | Dellomo Donna | Chief Financial Officer | Buy (P) | 2K | $5K |
| Dec 31, 2012 | KATZ MICHAEL W | President and CEO, Director | Buy (P) | 2K | $7K |
| Dec 13, 2012 | KATZ MICHAEL W | President and CEO, Director | Buy (P) | 2K | $9K |
| Dec 13, 2012 | KATZ MICHAEL W | President and CEO, Director | Buy (P) | 2K | $9K |
| Dec 12, 2012 | KATZ MICHAEL W | President and CEO, Director | Buy (P) | 27 | $129 |
| Dec 12, 2012 | KATZ MICHAEL W | President and CEO, Director | Buy (P) | 2K | $9K |
| Dec 12, 2012 | KATZ MICHAEL W | President and CEO, Director | Buy (P) | 2K | $10K |
| Feb 26, 2009 | NUSSDORF GLENN H | 10% Owner | Buy (P) | 300K | $375K |
| Oct 10, 2008 | Piergiorgi Raymond | Chief Operating Officer | Buy (P) | 1K | $5K |
| Sep 29, 2008 | Piergiorgi Raymond | Chief Operating Officer | Buy (P) | 2K | $22K |
| Jan 24, 2005 | NUSSDORF GLENN H | 10% Owner | Sell (S) | 100 | $2K |
| Jan 24, 2005 | NUSSDORF GLENN H | 10% Owner | Sell (S) | 200 | $3K |
| Class | 13F holders | Value held |
|---|---|---|
| PERFthis pageStock | 22 funds | $12.7M |
| PERFFStock Warrant | 6 funds | $53K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PERF
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PERF/capital-change-brief"
Use Arkolith's capital_change_brief for PERF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PERF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.