Among active 13F managers last quarter, 1 opened and 4 added, while 2 reduced; the largest holder to move was Bridgeway Capital Management, LLC (+43%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
31 tracked 13F filers disclose a position in PHUN as of the latest SEC 13F filings, a combined $6.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 896K | $1.8M | ▲+1.4% Added · +12K sh | Q2 2026 | |
| 2 | UBS Group AG | 676K | $1.2M | ▲+340% Added · +523K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 580K | $1.2M | ▲+2.7% Added · +15K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 222K | $456K | ▼−3.0% Reduced · −7K sh | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 121K | $247K | ▲+0.7% Added · +816 sh | Q2 2026 | |
| 6 | Bridgeway Capital Management, LLC | 111K | $228K | ▲+43% Added · +33K sh | Q2 2026 | |
| 7 | Simplex Trading, LLC | 95K | $168K | ▲2k× Added · +95K sh | Q1 2026 | |
| 8 | State Street Corp | 90K | $185K | —Held | Q2 2026 | |
| 9 | Citadel Advisors LLC | 57K | $117K | ▲New +57K sh | Q2 2026 | |
| 10 | Northern Trust Corp | 47K | $84K | ▼−25% Reduced · −16K sh | Q1 2026 | |
| 11 | Panagora Asset Management Inc | 42K | $87K | ▲+0.5% Added · +222 sh | Q2 2026 | |
| 12 | XTX Topco Ltd | 39K | $69K | ▼−24% Reduced · −12K sh | Q1 2026 | |
| 13 | Centiva Capital, LP | 37K | $77K | ▲New +37K sh | Q2 2026 | |
| 14 | Price T Rowe Associates Inc | 29K | $59K | ▲+30% Added · +7K sh | Q2 2026 | |
| 15 | Vanguard Global Advisers, LLC | 4K | $8K | —Held | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 933 | $2K | —Held | Q1 2026 | |
| 17 | Wells Fargo & Company | 754 | $1K | ▲+0.1% Added · +1 sh | Q1 2026 | |
| 18 | Morgan Stanley | 650 | $1K | ▲+465% Added · +535 sh | Q1 2026 | |
| 19 | Federation des caisses Desjardins du Quebec | 500 | $1K | —Held | Q2 2026 | |
| 20 | SBI Securities Co., Ltd. | 404 | $828 | ▼−2.4% Reduced · −10 sh | Q2 2026 | |
| 21 | Golden State Wealth Management, LLC | 200 | $410 | —Held | Q2 2026 | |
| 22 | Harbour Investments, Inc. | 35 | $62 | —Held | Q1 2026 | |
| 23 | CWM, LLC | 34 | $60 | ▲New +34 sh | Q1 2026 | |
| 24 | Vision Retirement, LLC | 30 | $62 | —Held | Q2 2026 | |
| 25 | Caitong International Asset Management Co., Ltd | 15 | $31 | ▲+275% Added · +11 sh | Q2 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, 1 fund opened a new position in PHUN and 4 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 11 funds | $79.3B |
| Apple IncAAPL | 11 funds | $50.8B |
| Amazon.com IncAMZN | 11 funds | $29.7B |
| Lam Research CorpLRCX | 11 funds | $11.7B |
| Tesla IncTSLA | 11 funds | $11.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 11 funds | $5.6B |
| Merck & Co. Inc.MRK | 11 funds | $2.7B |
| Costco Wholesale CorpCOST | 11 funds | $2.6B |
| Coherent CorpCOHR | 11 funds | $1.3B |
| Valero Energy CorpVLO | 11 funds | $1.1B |
| Steel Dynamics IncSTLD | 11 funds | $691.1M |
| Automatic Data ProcessingADP | 11 funds | $344.2M |
Ranked by how many of PHUN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PHUN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 22, 2024 | Mewawalla Rahul | Director | Sell (S) | 30K | $152K |
| Jul 12, 2024 | Snavely Michael | Chief Executive Officer, Director | Sell (S) | 6K | $34K |
| Jun 13, 2024 | Snavely Michael | Chief Executive Officer, Director | Buy (P) | 4K | $22K |
| Jun 13, 2024 | Snavely Michael | Chief Executive Officer, Director | Sell (S) | 6K | $35K |
| Jun 10, 2024 | Snavely Michael | Chief Executive Officer, Director | Buy (P) | 1K | $7K |
| Jun 4, 2024 | Reisner Troy Lee | Chief Financial Officer | Buy (P) | 3K | $14K |
| May 20, 2024 | Snavely Michael | Chief Executive Officer, Director | Buy (P) | 3K | $20K |
| Mar 14, 2024 | Reisner Troy Lee | Chief Financial Officer | Buy (P) | 2K | $18K |
| Mar 14, 2024 | Snavely Michael | Chief Executive Officer, Director | Buy (P) | 3K | $23K |
| Jan 17, 2024 | Snavely Michael | Chief Executive Officer, Director | Sell (S) | 273 | $44 |
| Aug 31, 2023 | Manlunas Eric | Director | Sell (S) | 25K | $8K |
| Dec 14, 2022 | Costello Ryan | Director | Sell (S) | 20K | $18K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 11 | 5 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PHUN
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/PHUN/capital-change-brief"
Use Arkolith's capital_change_brief for PHUN. 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 PHUN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.