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Phunware, Inc.

PHUN
Exchange
Nasdaq
Industry
Services-Computer Processing & Data Preparation
SEC CIK
0001665300

No open-market purchases or sales by Phunware, Inc. insiders were filed in the last 90 days; 35 institutions reported holding it in 13F filings for Q2 2026, worth $6.38M in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Phunware, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
38
−7 vs. Q4 2022
Shares held
10.0M
+758.9K (+8.2%) vs. Q4 2022
Total value
$7.11M
+$5.93K (+0.1%) vs. Q4 2022
New holders
4
9 more added
Sold out
11
11 more reduced

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PHUN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 38 institutions
Q1 2021: 33 institutionsQ2 2021: 28 institutionsQ3 2021: 31 institutionsQ4 2021: 54 institutionsQ1 2022: 57 institutionsQ2 2022: 47 institutionsQ3 2022: 48 institutionsQ4 2022: 45 institutionsQ1 2023: 38 institutionsQ2 2023: 41 institutionsQ3 2023: 36 institutionsQ4 2023: 35 institutionsQ1 2024: 30 institutionsQ2 2024: 27 institutionsQ3 2024: 26 institutionsQ4 2024: 34 institutionsQ1 2025: 31 institutionsQ2 2025: 27 institutionsQ3 2025: 35 institutionsQ4 2025: 37 institutionsQ1 2026: 31 institutionsQ2 2026: 35 institutions
Value heldQ1 2023: $7.11M
Q1 2021: $8.38MQ2 2021: $7.81MQ3 2021: $5.59MQ4 2021: $20.0MQ1 2022: $28.0MQ2 2022: $8.55MQ3 2022: $10.9MQ4 2022: $7.11MQ1 2023: $7.11MQ2 2023: $4.92MQ3 2023: $1.62MQ4 2023: $1.63MQ1 2024: $10.6MQ2 2024: $4.73MQ3 2024: $3.02MQ4 2024: $11.5MQ1 2025: $7.83MQ2 2025: $7.48MQ3 2025: $6.94MQ4 2025: $5.16MQ1 2026: $5.12MQ2 2026: $6.38M
Institutions holding PHUN and their total value by quarter
QuarterHoldersValue
Q2 202635$6.38M
Q1 202631$5.12M
Q4 202537$5.16M
Q3 202535$6.94M
Q2 202527$7.48M
Q1 202531$7.83M
Q4 202434$11.5M
Q3 202426$3.02M
Q2 202427$4.73M
Q1 202430$10.6M
Q4 202335$1.63M
Q3 202336$1.62M
Q2 202341$4.92M
Q1 202338$7.11M
Q4 202245$7.11M
Q3 202248$10.9M
Q2 202247$8.55M
Q1 202257$28.0M
Q4 202154$20.0M
Q3 202131$5.59M
Q2 202128$7.81M
Q1 202133$8.38M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Phunware, Inc.; share changes are against Q4 2022.

Institutions holding PHUN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,289,491$3.76M0.00%+942,921+21.7%Added
BlackRock Inc.1,343,686$954.0K0.00%+17,357+1.3%Added
Geode Capital Management, LLC944,966$670.9K0.00%+45,342+5.0%Added
Natixis530,000$376.3K0.00%00.0%Unchanged
Morgan Stanley334,643$237.6K0.00%−20,086−5.7%Reduced
State Street Corp319,864$227.1K0.00%−2,840−0.9%Reduced
Northern Trust Corp174,303$123.8K0.00%+12,704+7.9%Added
Cresset Asset Management, LLC130,830$92.9K0.00%00.0%Unchanged
Bank of New York Mellon Corp115,034$81.7K0.00%00.0%Unchanged
Susquehanna International Group, LLP112,636$80.0K0.00%−612−0.5%Reduced
Jefferies Financial Group Inc.98,743$70.1K0.00%00.0%Unchanged
Virtu Financial LLC83,630$59.0K0.01%−5,779−6.5%Reduced
Price T Rowe Associates Inc78,624$56.0K0.00%+31,700+67.6%Added
Invesco Ltd.62,394$44.3K0.00%+14,457+30.2%Added
UBS Group AG60,289$42.8K0.00%−8,812−12.8%Reduced
Advisor Group Holdings, Inc.58,516$41.5K0.00%−334−0.6%Reduced
Charles Schwab Investment Management Inc55,482$39.4K0.00%00.0%Unchanged
Independent Wealth Network Inc.31,766$22.6K0.01%−755−2.3%Reduced
HighTower Advisors, LLC28,230$20.0K0.00%00.0%Unchanged
Avidian Wealth Solutions, LLC24,305$17.3K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC21,195$15.0K0.00%+9,550+82.0%Added
Qube Research & Technologies Ltd20,942$14.9K0.00%−57,471−73.3%Reduced
Spire Wealth Management20,000$14.2K0.00%+20,000New
Group One Trading, L.P.19,270$13.7K0.00%+3,123+19.3%Added
Citadel Advisors LLC12,794$9.08K0.00%+12,794New
Jane Street Group, LLC11,897$8.45K0.00%−8,190−40.8%Reduced
Cetera Advisor Networks LLC11,220$7.97K0.00%00.0%Unchanged
Victory Capital Management Inc10,693$7.59K0.00%+10,693New
Citigroup Inc4,115$2.92K0.00%00.0%Unchanged
Wells Fargo & Company2,310$1.64K0.00%+611+36.0%Added
Advisory Services Network, LLC1,500$1.06K0.00%00.0%Unchanged
Hantz Financial Services, Inc.800$1.00K0.00%00.0%Unchanged
FMR LLC1,268$9000.00%00.0%Unchanged
Wolverine Asset Management LLC1,187$8420.00%−2,000−62.8%Reduced
Creative Financial Designs Inc750$5330.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec500$3550.00%−4,475−89.9%Reduced
Global Retirement Partners, LLC2$10.00%+2New
Winch Advisory Services, LLC92$00.00%00.0%Unchanged
Per Stirling Capital Management, LLC.0$00.00%−45,087−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−32,736−100.0%Sold out
Simplex Trading, LLC0$00.00%−28,351−100.0%Sold out
Millennium Management LLC0$00.00%−22,765−100.0%Sold out
Engineers Gate Manager LP0$00.00%−18,458−100.0%Sold out
HRT Financial LP0$00.00%−18,458−100.0%Sold out
Crestwood Advisors Group LLC0$00.00%−15,000−100.0%Sold out
Bank of America Corp0$00.00%−217−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−75−100.0%Sold out
Cutler Group LP0$00.00%−1,144−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−68,700−100.0%Sold out