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, Q3 2023
Institutional positions in Perficient Inc as of Sep 30, 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
- 256
- +11 vs. Q2 2023
- Shares held
- 33.4M
- +579.0K (+1.8%) vs. Q2 2023
- Total value
- $1.93B
- −$803.0M (−29.3%) vs. Q2 2023
- New holders
- 48
- 75 more added
- Sold out
- 37
- 108 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Perficient Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 2 | $116 | 0.00% | −14−87.5% | Reduced |
| AdvisorNet Financial, Inc | 2 | $116 | 0.00% | −2−50.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $174 | 0.00% | −2−40.0% | Reduced |
| Farther Finance Advisors, LLC | 5 | $289 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $348 | 0.00% | −5−45.5% | Reduced |
| Bell Investment Advisors, Inc | 8 | $463 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $579 | 0.00% | +10 | New |
| Allworth Financial LP | 11 | $637 | 0.00% | −16−59.3% | Reduced |
| Bessemer Group Inc | 15 | $1.00K | 0.00% | −13−46.4% | Reduced |
| AlphaMark Advisors, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| Tucker Asset Management LLC | 24 | $1.39K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 24 | $1.39K | 0.00% | +24 | New |
| Barrett & Company, Inc. | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 25 | $1.45K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 30 | $1.74K | 0.00% | +28+1,400.0% | Added |
| Fifth Third Bancorp | 58 | $3.36K | 0.00% | −68−54.0% | Reduced |
| Versant Capital Management, Inc | 66 | $3.82K | 0.00% | +66 | New |
| Central Trust Co | 79 | $4.57K | 0.00% | +39+97.5% | Added |
| Cullen/Frost Bankers, Inc. | 85 | $4.92K | 0.00% | −20−19.0% | Reduced |
| KB Financial Partners, LLC | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 90 | $5.21K | 0.00% | +12+15.4% | Added |
| LGT Financial Advisors LLC | 96 | $5.55K | 0.01% | +96 | New |
| Retirement Group, LLC | 101 | $5.84K | 0.00% | −10−9.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 117 | $6.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 81 | $7.00K | 0.00% | −7−8.0% | Reduced |
| First Horizon Advisors, Inc. | 158 | $9.14K | 0.00% | +4+2.6% | Added |
| Pacer Advisors, Inc. | 179 | $10.4K | 0.00% | −134−42.8% | Reduced |
| Covestor Ltd | 207 | $12.0K | 0.01% | −811−79.7% | Reduced |
| Quadrant Capital Group LLC | 225 | $13.0K | 0.00% | −667−74.8% | Reduced |
| Parallel Advisors, LLC | 303 | $17.5K | 0.00% | +4+1.3% | Added |
| Operose Advisors LLC | 319 | $18.5K | 0.01% | +319 | New |
| CWM, LLC | 389 | $23.0K | 0.00% | +70+21.9% | Added |
| Umb Bank N A | 398 | $23.0K | 0.00% | −4,109−91.2% | Reduced |
| McIlrath & Eck, LLC | 434 | $25.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 650 | $37.6K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 674 | $38.0K | 0.00% | +674 | New |
| Proequities, Inc. | 796 | $46.1K | 0.00% | +554+228.9% | Added |
| KBC Group NV | 907 | $52.0K | 0.00% | −1,590−63.7% | Reduced |
| Nkcfo LLC | 1,000 | $58.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,129 | $65.3K | 0.00% | −30−2.6% | Reduced |
| Park Place Capital Corp | 1,201 | $69.5K | 0.02% | +1,201 | New |
| State of Wyoming | 1,471 | $85.1K | 0.02% | +104+7.6% | Added |
| Nisa Investment Advisors, LLC | 1,725 | $99.8K | 0.00% | −105−5.7% | Reduced |
| Metropolitan Life Insurance Co | 1,978 | $114.4K | 0.01% | +81+4.3% | Added |
| Shell Asset Management Co | 2,229 | $129.0K | 0.01% | −35−1.5% | Reduced |
| Huntington National Bank | 2,245 | $129.9K | 0.00% | +213+10.5% | Added |
| The PNC Financial Services Group, Inc. | 2,958 | $171.2K | 0.00% | −1,159−28.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,000 | $174.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,412 | $197.4K | 0.01% | +678+24.8% | Added |
| Covenant Partners, LLC | 3,459 | $200.1K | 0.07% | +3,459 | New |
| Vestcor Inc | 3,491 | $202.0K | 0.01% | +3,491 | New |
| Delta Capital Management LLC | 3,570 | $207.0K | 0.16% | −1,060−22.9% | Reduced |
| Mariner, LLC | 3,592 | $207.8K | 0.00% | −597−14.3% | Reduced |
| MML Investors Services, LLC | 3,618 | $209.0K | 0.00% | +1,030+39.8% | Added |
| Parkside Financial Bank & Trust | 3,615 | $209.2K | 0.05% | −573−13.7% | Reduced |
| Park Avenue Securities LLC | 3,637 | $210.0K | 0.00% | +3,637 | New |
| Pictet Asset Management Holding SA | 3,681 | $213.0K | 0.00% | +3,681 | New |
| Jump Financial, LLC | 3,685 | $213.2K | 0.01% | +3,685 | New |
| Dakota Wealth Management | 3,790 | $219.3K | 0.01% | +3,790 | New |
| AQR Capital Management LLC | 3,832 | $221.7K | 0.00% | −374−8.9% | Reduced |
| Dark Forest Capital Management LP | 3,903 | $225.8K | 0.02% | −5,366−57.9% | Reduced |
| Atria Wealth Solutions, Inc. | 3,976 | $230.1K | 0.00% | +3,976 | New |
| Values First Advisors, Inc. | 4,066 | $235.3K | 0.15% | −30−0.7% | Reduced |
| Lindenwold Advisors | 4,079 | $236.0K | 0.15% | +7+0.2% | Added |
| Canandaigua National Bank & Trust Co | 4,101 | $237.3K | 0.04% | +4,101 | New |
| Alliance Wealth Advisors, LLC | 4,106 | $237.6K | 0.09% | +4,106 | New |
| Cetera Advisor Networks LLC | 4,135 | $239.3K | 0.00% | +4,135 | New |
| Verdence Capital Advisors LLC | 4,161 | $240.8K | 0.03% | +4,161 | New |
| Gotham Asset Management, LLC | 4,165 | $241.0K | 0.00% | −9,922−70.4% | Reduced |
| Intrust Bank NA | 4,166 | $241.0K | 0.03% | +287+7.4% | Added |
| Burney Co | 4,232 | $244.9K | 0.01% | −2,797−39.8% | Reduced |
| HGK Asset Management Inc | 4,329 | $250.0K | 0.08% | +4,329 | New |
| Portside Wealth Group, LLC | 4,345 | $251.0K | 0.05% | +4,345 | New |
| Stifel Financial Corp | 4,350 | $251.7K | 0.00% | −3,016−40.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,362 | $252.0K | 0.00% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 4,500 | $260.0K | 0.26% | −500−10.0% | Reduced |
| MBM Wealth Consultants, LLC | 4,755 | $271.8K | 0.12% | −302−6.0% | Reduced |
| KLR Investment Advisors, LLC | 3,767 | $271.9K | 0.25% | +83+2.3% | Added |
| Everence Capital Management Inc | 4,700 | $272.0K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 4,932 | $285.4K | 0.00% | −777−13.6% | Reduced |
| Numerai GP LLC | 5,063 | $292.9K | 0.10% | +5,063 | New |
| Handelsbanken Fonder AB | 5,212 | $302.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,315 | $307.5K | 0.04% | +1,556+41.4% | Added |
| Tributary Capital Management, LLC | 5,400 | $312.4K | 0.03% | −100−1.8% | Reduced |
| ProShare Advisors LLC | 5,430 | $314.2K | 0.00% | −162−2.9% | Reduced |
| Lloyd Advisory Services, LLC. | 5,649 | $326.9K | 0.11% | +5,649 | New |
| Norden Group LLC | 5,649 | $326.9K | 0.11% | +5,649 | New |
| HighTower Advisors, LLC | 5,600 | $329.0K | 0.00% | +5,600 | New |
| Aquatic Capital Management LLC | 5,700 | $330.0K | 0.01% | +5,700 | New |
| We Are One Seven, LLC | 5,756 | $333.0K | 0.03% | +5,756 | New |
| Baker Tilly Wealth Management, LLC | 5,988 | $346.5K | 0.06% | +5,988 | New |
| Bank of Montreal | 5,614 | $347.1K | 0.00% | +6+0.1% | Added |
| Geneos Wealth Management Inc. | 6,304 | $364.7K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 6,819 | $394.5K | 0.03% | +441+6.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,039 | $407.3K | 0.00% | +1,251+21.6% | Added |
| Systematic Financial Management LP | 7,055 | $408.2K | 0.01% | −110,199−94.0% | Reduced |