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Equitable Trust’s Perion Network PERI Stock Holding History

Equitable Trust’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
Q1 		$1.39M Buy
138,880
+36,485
+36% +$330K 0.06% 191
2025
Q4 		$981K Buy
102,395
+1,500
+1% +$14.6K 0.04% 232
2025
Q3 		$969K Buy
100,895
+2,215
+2% +$22.2K 0.04% 233
2025
Q2 		$1M Buy
98,680
+10,780
+12% +$103K 0.05% 228
2025
Q1 		$716K Buy
87,900
+22,280
+34% +$195K 0.04% 262
2024
Q4 		$556K Sell
65,620
-150
-0.2% -$1.26K 0.03% 299
2024
Q3 		$518K Buy
65,770
+10,535
+19% +$88.3K 0.03% 310
2024
Q2 		$461K Buy
55,235
+18,806
+52% +$228K 0.03% 312
2024
Q1 		$819K Hold
36,429
– – 0.06% 228
2023
Q4 		$1.12M Buy
36,429
+3,350
+10% +$95.2K 0.08% 162
2023
Q3 		$1.01M Hold
33,079
– – 0.08% 164
2023
Q2 		$1.01M Sell
33,079
-620
-2% -$21.3K 0.08% 166
2023
Q1 		$1.33M Sell
33,699
-18,655
-36% -$621K 0.11% 146
2022
Q4 		$1.32M Hold
52,354
– – 0.1% 155
2022
Q3 		$1.01M Hold
52,354
– – 0.08% 167
2022
Q2 		$952K Hold
52,354
– – 0.07% 185
2022
Q1 		$1.18M Hold
52,354
– – 0.08% 161
2021
Q4 		$1.26M Buy
52,354
+95
+0.2% +$2.32K 0.08% 158
2021
Q3 		$906K Sell
52,259
-3,310
-6% -$63.1K 0.06% 188
2021
Q2 		$1.19M Hold
55,569
– – 0.08% 177
2021
Q1 		$995K Sell
55,569
-71,720
-56% -$1.3M 0.07% 180
2020
Q4 		$1.62M Sell
127,289
-17,160
-12% -$152K 0.12% 141
2020
Q3 		$1.01M Sell
144,449
-14,975
-9% -$89.5K 0.09% 163
2020
Q2 		$834K Buy
159,424
+37,925
+31% +$194K 0.08% 167
2020
Q1 		$594K Buy
121,499
+99,339
+448% +$713K 0.07% 191
2019
Q4 		$138K Buy
+22,160
New +$117K 0.01% 283

Other funds holding PERI

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VB
Value Base Tel Aviv, Israel $127M AUM 12.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Equitable Trust's PERI Position: Q1 2026 in Review

Equitable Trust increased its Perion Network (PERI) stake by 36% in Q1 2026, buying an estimated $330K and bringing the position to 138,880 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #191.

Equitable Trust first reported a position in PERI in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.62M in Q4 2020. 96 funds tracked by Wall St. Rank hold PERI as of Q1 2026.

  • Equitable Trust held 138,880 shares of Perion Network worth $1.39M as of Q1 2026.
  • Equitable Trust bought 36,485 Perion Network shares in Q1 2026, an estimated $330K.
  • Perion Network made up 0.06% of Equitable Trust's portfolio in Q1 2026, its #191 holding.
  • Equitable Trust first reported a position in Perion Network in Q4 2019 and has held it in 26 quarters since.
  • Equitable Trust's Perion Network position peaked at $1.62M in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Perion Network as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.