CAPTRUST Financial Advisors
PERI icon

CAPTRUST Financial Advisors’s Perion Network PERI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PERI Stock Details PERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Buy
166,865
+11,680
+8% +$111K ﹤0.01% 1444
2026
Q1 		$1.55M Buy
155,185
+35,635
+30% +$323K ﹤0.01% 1339
2025
Q4 		$1.15M Hold
119,550
– – ﹤0.01% 1416
2025
Q3 		$1.15M Buy
119,550
+16,100
+16% +$161K ﹤0.01% 1346
2025
Q2 		$1.05M Buy
103,450
+100
+0.1% +$955 ﹤0.01% 1325
2025
Q1 		$841K Buy
103,350
+1,945
+2% +$17K ﹤0.01% 1374
2024
Q4 		$859K Sell
101,405
-2,360
-2% -$19.8K ﹤0.01% 1308
2024
Q3 		$818K Buy
103,765
+37,005
+55% +$310K ﹤0.01% 1307
2024
Q2 		$557K Buy
66,760
+5,835
+10% +$70.8K ﹤0.01% 1448
2024
Q1 		$1.37M Buy
60,925
+52,367
+612% +$1.33M 0.01% 966
2023
Q4 		$264K Hold
8,558
– – ﹤0.01% 2197
2023
Q3 		$262K Sell
8,558
-61,757
-88% -$2.07M ﹤0.01% 2088
2023
Q2 		$2.16M Buy
70,315
+61,585
+705% +$2.12M 0.01% 801
2023
Q1 		$346K Buy
8,730
+200
+2% +$6.66K ﹤0.01% 1652
2022
Q4 		$216K Sell
8,530
-69,465
-89% -$1.69M ﹤0.01% 1900
2022
Q3 		$1.5M Hold
77,995
– – 0.01% 768
2022
Q2 		$1.42M Hold
77,995
– – 0.01% 706
2022
Q1 		$1.75M Sell
77,995
-995
-1% -$21.2K 0.01% 634
2021
Q4 		$1.9M Buy
78,990
+10,135
+15% +$247K 0.01% 576
2021
Q3 		$1.19M Sell
68,855
-2,450
-3% -$46.7K 0.01% 683
2021
Q2 		$1.53M Hold
71,305
– – 0.01% 579
2021
Q1 		$1.28M Sell
71,305
-30,960
-30% -$559K 0.01% 601
2020
Q4 		$1.3M Buy
102,265
+17,100
+20% +$151K 0.02% 521
2020
Q3 		$597K Hold
85,165
– – 0.01% 666
2020
Q2 		$436K Buy
+85,165
New +$435K 0.01% 754

Other funds holding PERI

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VB
Value Base Tel Aviv, Israel $162M AUM 2.31% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

CAPTRUST Financial Advisors's PERI Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Perion Network (PERI) stake by 7.5% in Q2 2026, buying an estimated $111K and bringing the position to 166,865 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

CAPTRUST Financial Advisors first reported a position in PERI in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.16M in Q2 2023. 94 funds tracked by Wall St. Rank hold PERI as of Q2 2026.

  • CAPTRUST Financial Advisors held 166,865 shares of Perion Network worth $1.62M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 11,680 Perion Network shares in Q2 2026, an estimated $111K.
  • Perion Network made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1444 holding.
  • CAPTRUST Financial Advisors first reported a position in Perion Network in Q2 2020 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's Perion Network position peaked at $2.16M in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Perion Network as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.