Perficient Inc
PRFTDelisted Oct 2, 2024- Industry
- Services-Computer Programming Services
- SEC CIK
- 0001085869
Perficient Inc was delisted on Oct 2, 2024; its insiders filed their last Form 4 on Oct 4, 2024; 244 institutions reported holding it in 13F filings for Q3 2024, worth $2.57B in total; no superinvestor held it.
13F holders, Q4 2022
Institutional positions in Perficient Inc as of Dec 31, 2022. 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
- 265
- +1 vs. Q3 2022
- Shares held
- 32.2M
- +1.17M (+3.8%) vs. Q3 2022
- Total value
- $2.25B
- +$230.8M (+11.4%) vs. Q3 2022
- New holders
- 38
- 106 more added
- Sold out
- 37
- 94 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PRFT 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $76 |
| Q1 2026 | 1 | $76 |
| Q4 2025 | 1 | $76 |
| Q3 2025 | 1 | $76 |
| Q2 2025 | 1 | $76 |
| Q1 2025 | 1 | $76 |
| Q4 2024 | 1 | $76 |
| Q3 2024 | 244 | $2.57B |
| Q2 2024 | 257 | $2.54B |
| Q1 2024 | 274 | $1.85B |
| Q4 2023 | 258 | $2.20B |
| Q3 2023 | 256 | $1.93B |
| Q2 2023 | 247 | $2.74B |
| Q1 2023 | 270 | $2.32B |
| Q4 2022 | 265 | $2.25B |
| Q3 2022 | 271 | $2.06B |
| Q2 2022 | 291 | $2.98B |
| Q1 2022 | 315 | $3.54B |
| Q4 2021 | 344 | $4.00B |
| Q3 2021 | 302 | $3.71B |
| Q2 2021 | 268 | $2.65B |
| Q1 2021 | 251 | $1.86B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Perficient Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| Gradient Investments LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $140 | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 3 | $209 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $345 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 5 | $349 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $419 | 0.00% | +3+100.0% | Added |
| JFS Wealth Advisors, LLC | 9 | $628 | 0.00% | +8+800.0% | Added |
| Schubert & Co | 13 | $908 | 0.00% | +11+550.0% | Added |
| Baker Avenue Asset Management, LP | 13 | $908 | 0.00% | +13 | New |
| NewSquare Capital LLC | 14 | $978 | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 18 | $1.26K | 0.00% | +4+28.6% | Added |
| Lindbrook Capital, LLC | 19 | $1.33K | 0.00% | −4−17.4% | Reduced |
| Bell Investment Advisors, Inc | 23 | $1.61K | 0.00% | +15+187.5% | Added |
| Sofos Investments, Inc. | 70 | $1.65K | 0.02% | +70 | New |
| EverSource Wealth Advisors, LLC | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 25 | $1.75K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 26 | $1.82K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $2.00K | 0.00% | −179−85.6% | Reduced |
| AlphaMark Advisors, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | +6+28.6% | Added |
| Massmutual Trust Co FSB | 28 | $2.00K | 0.00% | +28 | New |
| Fifth Third Bancorp | 29 | $2.02K | 0.00% | −17−37.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 35 | $2.44K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 40 | $2.79K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 40 | $2.79K | 0.00% | +40 | New |
| Sageworth Trust Co | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 65 | $4.54K | 0.00% | +20+44.4% | Added |
| KB Financial Partners, LLC | 75 | $5.00K | 0.00% | −8−9.6% | Reduced |
| Ronald Blue Trust, Inc. | 81 | $5.00K | 0.00% | +81 | New |
| IMA Wealth, Inc. | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 100 | $7.00K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $7.10K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 105 | $7.33K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 112 | $8.00K | 0.00% | +112 | New |
| Vestcor Inc | 133 | $9.00K | 0.00% | −1,444−91.6% | Reduced |
| Rockefeller Capital Management L.P. | 198 | $13.0K | 0.00% | +104+110.6% | Added |
| Allworth Financial LP | 190 | $13.3K | 0.00% | +190 | New |
| Signaturefd, LLC | 214 | $14.9K | 0.00% | +17+8.6% | Added |
| Macquarie Group Ltd | 219 | $15.0K | 0.00% | −1,750−88.9% | Reduced |
| Proequities, Inc. | 240 | $16.8K | 0.00% | +24+11.1% | Added |
| Harvest Fund Management Co., Ltd | 249 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 300 | $20.9K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 313 | $21.9K | 0.00% | +313 | New |
| CWM, LLC | 339 | $24.0K | 0.00% | +51+17.7% | Added |
| Parallel Advisors, LLC | 361 | $25.2K | 0.00% | +36+11.1% | Added |
| Tower Research Capital LLC (TRC) | 371 | $26.0K | 0.00% | −5,170−93.3% | Reduced |
| Advisory Services Network, LLC | 421 | $29.4K | 0.00% | +421 | New |
| McIlrath & Eck, LLC | 434 | $30.3K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 500 | $34.0K | 0.00% | +500 | New |
| C M Bidwell & Associates Ltd | 542 | $37.8K | 0.03% | −221−29.0% | Reduced |
| Covestor Ltd | 611 | $43.0K | 0.04% | +78+14.6% | Added |
| Newbridge Financial Services Group, Inc. | 650 | $45.4K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 840 | $58.7K | 0.02% | −2−0.2% | Reduced |
| Walleye Trading LLC | 1,001 | $69.9K | 0.00% | +1,001 | New |
| Nkcfo LLC | 1,000 | $70.0K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,136 | $79.3K | 0.02% | +1,136 | New |
| Quadrant Capital Group LLC | 1,355 | $94.6K | 0.01% | +751+124.3% | Added |
| Lazard Asset Management LLC | 1,506 | $105.0K | 0.00% | +252+20.1% | Added |
| DuPont Capital Management Corp | 1,656 | $115.6K | 0.01% | −178−9.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,660 | $116.0K | 0.00% | +6+0.4% | Added |
| Huntington National Bank | 1,716 | $119.8K | 0.00% | +24+1.4% | Added |
| State of Wyoming | 2,043 | $142.7K | 0.05% | +1,359+198.7% | Added |
| Metropolitan Life Insurance Co | 2,113 | $147.6K | 0.01% | +54+2.6% | Added |
| KBC Group NV | 2,925 | $204.0K | 0.00% | −226−7.2% | Reduced |
| Alterna Wealth Management, Inc | 2,936 | $205.0K | 0.23% | +2,936 | New |
| Crossmark Global Holdings, Inc. | 2,985 | $208.0K | 0.01% | −105−3.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,000 | $209.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,734 | $213.4K | 0.01% | +144+5.6% | Added |
| Squarepoint Ops LLC | 3,117 | $217.7K | 0.00% | +3,117 | New |
| US Bancorp | 3,402 | $237.6K | 0.00% | +137+4.2% | Added |
| Pictet Asset Management SA | 3,681 | $257.0K | 0.00% | +3,681 | New |
| Raymond James Financial Services Advisors, Inc. | 3,722 | $259.9K | 0.00% | +629+20.3% | Added |
| Brinker Capital Investments, LLC | 3,793 | $264.9K | 0.01% | +138+3.8% | Added |
| Advisor Partners II, LLC | 3,828 | $267.3K | 0.02% | +3,828 | New |
| Values First Advisors, Inc. | 3,895 | $272.0K | 0.19% | −15−0.4% | Reduced |
| Ziegler Capital Management, LLC | 4,004 | $279.6K | 0.01% | −5−0.1% | Reduced |
| CWM Advisors, LLC | 4,011 | $280.1K | 0.04% | +358+9.8% | Added |
| Total Clarity Wealth Management, Inc. | 4,056 | $283.2K | 0.14% | +4,056 | New |
| Tributary Capital Management, LLC | 4,100 | $286.0K | 0.03% | +4,100 | New |
| MBM Wealth Consultants, LLC | 4,036 | $287.0K | 0.14% | +4,036 | New |
| Inceptionr LLC | 4,131 | $288.5K | 0.15% | +4,131 | New |
| The PNC Financial Services Group, Inc. | 4,220 | $294.7K | 0.00% | +268+6.8% | Added |
| GWM Advisors LLC | 4,225 | $295.0K | 0.01% | +4,225 | New |
| Man Group plc | 4,272 | $298.3K | 0.00% | +4,272 | New |
| KLR Investment Advisors, LLC | 4,274 | $298.5K | 0.25% | +4,274 | New |
| Public Employees Retirement Association of Colorado | 4,362 | $305.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 4,408 | $308.0K | 0.00% | +1,218+38.2% | Added |
| Eqis Capital Management, Inc. | 4,469 | $312.1K | 0.04% | −251−5.3% | Reduced |
| Intrust Bank NA | 4,493 | $313.7K | 0.04% | +4,493 | New |
| Everence Capital Management Inc | 4,700 | $328.0K | 0.03% | −1,650−26.0% | Reduced |
| Delta Capital Management LLC | 4,770 | $333.0K | 0.24% | −60−1.2% | Reduced |
| TownSquare Capital, LLC | 4,819 | $336.5K | 0.01% | −3,626−42.9% | Reduced |
| Bank of Montreal | 4,929 | $350.6K | 0.00% | +37+0.8% | Added |
| Umb Bank N A | 5,034 | $352.0K | 0.01% | −13,858−73.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,081 | $354.8K | 0.00% | +200+4.1% | Added |
| Cornerstone Investment Partners, LLC | 5,125 | $357.9K | 0.02% | −200−3.8% | Reduced |
| Lindenwold Advisors | 5,178 | $361.6K | 0.24% | +1,224+31.0% | Added |
| Handelsbanken Fonder AB | 5,212 | $364.0K | 0.00% | +5,212 | New |