137 tracked 13F filers disclose a position in PSFE as of the latest SEC 13F filings, a combined $205.4M 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 | Blackstone Inc. | $74.6M | 11.0M | —Held | Q1 2026 | |
| 2 | PRIVATE MANAGEMENT GROUP INC | $20.8M | 2.8M | ▲+5.7% Added · +149K sh | Q2 2026 | |
| 3 | Fidelity National Financial, Inc. | $16.8M | 2.3M | —Held | Q2 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $14.5M | 2.1M | ▼−7.2% Reduced · −165K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $14.1M | 2.1M | ▲+11% Added · +210K sh | Q1 2026 | |
| 6 | Francisco Partners Management, LP | $12.9M | 1.7M | —Held | Q2 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.8M | 554K | ▲+1.9% Added · +11K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $3.8M | 510K | ▼−2.2% Reduced · −11K sh | Q2 2026 | |
| 9 | CastleKnight Management LP | $3.3M | 485K | ▲+187% Added · +316K sh | Q1 2026 | |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | $3.3M | 483K | ▼−3.5% Reduced · −18K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $2.9M | 428K | ▲+147% Added · +255K sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $2.8M | 416K | ▲+214% Added · +283K sh | Q1 2026 | |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.3M | 335K | ▲+6.0% Added · +19K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $2.5M | 331K | ▼−14% Reduced · −56K sh | Q2 2026 | |
| 15 | AustralianSuper Pty Ltd | $2.0M | 287K | —Held | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $1.8M | 266K | ▲+147% Added · +158K sh | Q1 2026 | |
| 17 | Quantinno Capital Management LP | $1.6M | 242K | ▲+108% Added · +126K sh | Q1 2026 | |
| 18 | Empowered Funds, LLC | $1.5M | 213K | ▲+9.7% Added · +19K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 181K | →First observed position No prior filed position | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $1.2M | 179K | ▲+4.9% Added · +8K sh | Q1 2026 | |
| 21 | UBS Group AG | $1.0M | 150K | ▲+52% Added · +51K sh | Q1 2026 | |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.0M | 148K | ▼−51% Reduced · −155K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $961K | 141K | ▼−7.1% Reduced · −11K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $888K | 130K | ▼−18% Reduced · −28K sh | Q1 2026 | |
| 25 | Creative Planning | $885K | 130K | ▲+588% Added · +111K sh | 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, 7 funds opened a new position in PSFE and 18 added to an existing one, while 15 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 62 funds | $139.1B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $54.9B |
| MICRON TECHNOLOGY INCMU | 60 funds | $17.8B |
| BROADCOM INCAVGO | 59 funds | $82.2B |
| JPMORGAN CHASE & COJPM | 59 funds | $28.6B |
| COSTCO WHOLESALE CORPCOST | 59 funds | $18.1B |
| NVIDIA CORPNVDA | 58 funds | $198.4B |
| APPLE INCAAPL | 58 funds | $154.4B |
| ALPHABET INC-CL AGOOGL | 58 funds | $74.3B |
| VISA INC-CLASS A SHARESV | 58 funds | $32.0B |
| UNITEDHEALTH GROUP INCUNH | 58 funds | $15.8B |
| BANK OF AMERICA CORPBAC | 58 funds | $15.0B |
Ranked by how many of PSFE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | Swales Richard | Chief Risk & Compliance Ofcr. | Sell (S) | 10K | $66K |
| May 15, 2026 | Swales Richard | Chief Risk & Compliance Ofcr. | Sell (S) | 10K | $77K |
| Mar 19, 2026 | Swales Richard | Chief Risk & Compliance Ofcr. | Sell (S) | 19K | $129K |
Connected entities for PSFE
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/PSFE/capital-change-brief"
Use Arkolith's capital_change_brief for PSFE. 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 PSFE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.