Safeguard Scientifics Inc
SFES- Exchange
- OTC
- Industry
- Investors, NEC
- SEC CIK
- 0000086115
No open-market purchases or sales by Safeguard Scientifics Inc insiders were filed in the last 90 days; 1 institution reported holding it in 13F filings for Q2 2026, worth $1 in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Safeguard Scientifics 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
- 44
- −3 vs. Q3 2022
- Shares held
- 8.19M
- −114.5K (−1.4%) vs. Q3 2022
- Total value
- $25.4M
- −$5.58M (−18.0%) vs. Q3 2022
- New holders
- 1
- 11 more added
- Sold out
- 4
- 8 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SFES 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 | $1 |
| Q1 2026 | 1 | $1 |
| Q4 2025 | 1 | $1 |
| Q3 2025 | 2 | $26 |
| Q2 2025 | 1 | $1 |
| Q1 2025 | 1 | $1 |
| Q4 2024 | 2 | $25 |
| Q3 2024 | 1 | $1 |
| Q2 2024 | 1 | $1 |
| Q1 2024 | 4 | $336.9K |
| Q4 2023 | 39 | $4.41M |
| Q3 2023 | 41 | $6.08M |
| Q2 2023 | 45 | $11.9M |
| Q1 2023 | 42 | $12.9M |
| Q4 2022 | 44 | $25.4M |
| Q3 2022 | 47 | $31.0M |
| Q2 2022 | 48 | $31.6M |
| Q1 2022 | 53 | $45.4M |
| Q4 2021 | 63 | $63.2M |
| Q3 2021 | 70 | $103.0M |
| Q2 2021 | 76 | $91.8M |
| Q1 2021 | 84 | $89.5M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Safeguard Scientifics Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Contrarian Capital Management, L.L.C. | 1,199,204 | $3.72M | 0.92% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 1,153,745 | $3.58M | 0.73% | +39,180+3.5% | Added |
| First Manhattan Co | 1,078,380 | $3.34M | 0.01% | −25,626−2.3% | Reduced |
| Almitas Capital LLC | 796,632 | $2.47M | 1.14% | +83,187+11.7% | Added |
| Vanguard Group Inc | 692,923 | $2.15M | 0.00% | +46,767+7.2% | Added |
| CM Management, LLC | 671,671 | $2.08M | 2.49% | 00.0% | Unchanged |
| Madison Avenue Partners, LP | 463,384 | $1.44M | 0.25% | 00.0% | Unchanged |
| BlackRock Inc. | 426,627 | $1.32M | 0.00% | +822+0.2% | Added |
| Dimensional Fund Advisors LP | 348,951 | $1.08M | 0.00% | +40.0% | Added |
| North Run Capital, LP | 277,728 | $861.0K | 1.98% | +450+0.2% | Added |
| Zeke Capital Advisors, LLC | 250,000 | $775.0K | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 155,935 | $483.0K | 0.00% | −389−0.2% | Reduced |
| Clayton Partners LLC | 123,920 | $384.2K | 0.36% | −177,058−58.8% | Reduced |
| Legal & General Group Plc | 95,711 | $296.7K | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 83,886 | $260.0K | 0.08% | −71,237−45.9% | Reduced |
| Bridgeway Capital Management, LLC | 80,000 | $248.0K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 34,891 | $108.2K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 31,995 | $99.2K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 30,000 | $93.0K | 0.03% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 22,833 | $70.8K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 20,765 | $64.4K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 20,553 | $63.7K | 0.01% | 00.0% | Unchanged |
| Salzhauer Michael | 19,669 | $61.0K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 16,551 | $51.3K | 0.00% | +16,551 | New |
| Zuckerman Investment Group, LLC | 14,865 | $46.1K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 13,954 | $43.3K | 0.00% | −216−1.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,250 | $38.0K | 0.00% | −1,088−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 12,218 | $37.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,033 | $37.3K | 0.00% | −3,700−23.5% | Reduced |
| Byrne Asset Management LLC | 10,786 | $33.4K | 0.02% | +920+9.3% | Added |
| Morgan Stanley | 6,177 | $19.1K | 0.00% | +443+7.7% | Added |
| UBS Group AG | 4,947 | $15.3K | 0.00% | +4,382+775.6% | Added |
| Wells Fargo & Company | 1,234 | $3.83K | 0.00% | +3+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 517 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 395 | $1.22K | 0.00% | +29+7.9% | Added |
| Kistler-Tiffany Companies, LLC | 364 | $1.13K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 250 | $775 | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 116 | $360 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 64 | $239 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $102 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 27 | $84 | 0.00% | −55−67.1% | Reduced |
| Kelly Financial Services LLC | 16 | $50 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −14,717−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,605−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −320−100.0% | Sold out |