Annex Advisory Services’s Sapiens International SPNS Stock Holding History

Annex Advisory Services’s Portfolio SPNS Stock Details SPNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-72,491	Closed	-$1.95M	–	330
2024 Q4	$1.95M	Buy	72,491 +23,249	+47%	+$743K	0.06%	122
2024 Q3	$1.84M	Buy	49,242 +10,681	+28%	+$389K	0.06%	114
2024 Q2	$1.31M	Buy	38,561 +3,712	+11%	+$121K	0.05%	119
2024 Q1	$1.12M	Buy	34,849 +2,011	+6%	+$58.4K	0.04%	123
2023 Q4	$950K	Buy	32,838 +7,621	+30%	+$203K	0.04%	122
2023 Q3	$717K	Buy	25,217 +3,767	+18%	+$108K	0.04%	124
2023 Q2	$571K	Buy	21,450 +1,834	+9%	+$43.3K	0.03%	137
2023 Q1	$426K	Buy	+19,616	New	+$415K	0.02%	153

Other funds holding SPNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Annex Advisory Services's SPNS Position: Q1 2025 in Review

Annex Advisory Services sold out of Sapiens International (SPNS) in Q1 2025, closing a stake of 72,491 shares — an estimated $1.95M sold.

Annex Advisory Services first reported a position in SPNS in Q1 2023 and held it in 8 quarters. The position peaked at $1.95M in Q4 2024. 174 funds tracked by Wall St. Rank hold SPNS as of Q1 2025.

Annex Advisory Services reported no remaining Sapiens International position as of Q1 2025 after selling out during the quarter.
Annex Advisory Services sold 72,491 Sapiens International shares in Q1 2025, an estimated $1.95M.
Annex Advisory Services first reported a position in Sapiens International in Q1 2023 and held it in 8 quarters.
Annex Advisory Services's Sapiens International position peaked at $1.95M in Q4 2024.
174 funds tracked by Wall St. Rank held Sapiens International as of Q1 2025.

Based on Annex Advisory Services's 13F filing for Q1 2025, filed 11 Apr 2025.