Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was StoneX Group Inc. (added). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
18 tracked 13F filers disclose a position in PRSO as of the latest SEC 13F filings, a combined $458K 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 | Geode Capital Management, LLC | 119K | $108K | ▲+20% Added · +20K sh | Q2 2026 | |
| 2 | Vanguard Fiduciary Trust Co | 98K | $89K | ▲+123% Added · +54K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 91K | $83K | —Held | Q2 2026 | |
| 4 | State Street Corp | 58K | $53K | —Held | Q2 2026 | |
| 5 | StoneX Group Inc. | 30K | $29K | ▲Added Added · +30K sh | Q2 2026 | |
| 6 | UBS Group AG | 28K | $28K | ▲New +28K sh | Q1 2026 | |
| 7 | Citigroup Inc | 21K | $21K | ▲+460% Added · +17K sh | Q1 2026 | |
| 8 | Northern Trust Corp | 20K | $21K | —Held | Q1 2026 | |
| 9 | Annis Gardner Whiting Capital Advisors, LLC | 10K | $9K | —Held | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | 10K | $9K | —Held | Q2 2026 | |
| 11 | Tower Research Capital LLC (TRC) | 8K | $8K | ▲New +8K sh | Q1 2026 | |
| 12 | Osaic Holdings, Inc. | 500 | $505 | —Held | Q1 2026 | |
| 13 | SBI Securities Co., Ltd. | 288 | $262 | —Held | Q2 2026 | |
| 14 | Arax Advisory Partners | 111 | $101 | ▲New +111 sh | Q2 2026 | |
| 15 | Royal Bank Of Canada | 83 | $0 | —Held | Q1 2026 | |
| 16 | BlackRock, Inc. | 64 | $58 | —Held | Q2 2026 | |
| 17 | NFSG Corp | 13 | $12 | —Held | Q2 2026 | |
| 18 | CWM, LLC | 1 | $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, 2 funds opened a new position in PRSO and 1 added to an existing one, while none reduced or exited. 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 | 6 funds | $948.1M |
| Apple IncAAPL | 6 funds | $733.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $509.7M |
| Vanguard S&P 500 ETFVOO | 6 funds | $472.2M |
| Microsoft CorpMSFT | 6 funds | $391.5M |
| Amazon.com IncAMZN | 6 funds | $338.1M |
| Alphabet Inc-CL AGOOGL | 6 funds | $318.3M |
| Micron Technology IncMU | 6 funds | $314.1M |
| Alphabet Inc-CL CGOOG | 6 funds | $269.6M |
| Tesla IncTSLA | 6 funds | $243.7M |
| Broadcom IncAVGO | 6 funds | $208.2M |
| Meta Platforms Inc-Class AMETA | 6 funds | $160.5M |
Ranked by how many of PRSO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PRSO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 11, 2024 | McWalter Ian | Director | Buy (P) | 100K | $127K |
| Jun 9, 2023 | McWalter Ian | Director | Buy (P) | 50K | $32K |
| Jun 8, 2023 | McWalter Ian | Director | Buy (P) | 50K | $32K |
| Jun 15, 2022 | Newell Robert Y IV | Director | Buy (P) | 7K | — |
| May 24, 2022 | McWalter Ian | Director | Buy (P) | 15K | $25K |
| May 23, 2022 | McWalter Ian | Director | Buy (P) | 18 | $29 |
| May 23, 2022 | Newell Robert Y IV | Director | Buy (P) | 10K | $17K |
| May 13, 2022 | Newell Robert Y IV | Director | Buy (P) | 3K | $6K |
| May 12, 2022 | Newell Robert Y IV | Director | Buy (P) | 10K | $16K |
| Mar 15, 2022 | Newell Robert Y IV | Director | Buy (P) | 10K | — |
| Mar 15, 2022 | McWalter Ian | Director | Buy (P) | 10K | — |
| Mar 14, 2022 | Melder Andreas | Director | Buy (P) | 4K | — |
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 | 4 | 0 | – |
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 PRSO
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/PRSO/capital-change-brief"
Use Arkolith's capital_change_brief for PRSO. 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 PRSO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.