Intrinsic Edge Capital Management’s Primoris Services PRIM Stock Holding History

Intrinsic Edge Capital Management’s Portfolio PRIM Stock Details PRIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.86M	Buy	+20,000	New	+$2.93M	0.47%	80
2025 Q4	–	Sell	-20,000	Closed	-$2.75M	–	118
2025 Q3	$2.75M	Sell	20,000 -30,000	-60%	-$3.22M	0.38%	81
2025 Q2	$3.9M	Sell	50,000 -37,500	-43%	-$2.54M	0.55%	68
2025 Q1	$5.02M	Sell	87,500 -12,500	-13%	-$904K	0.92%	36
2024 Q4	$7.64M	Buy	+100,000	New	+$7.31M	0.93%	38

Other funds holding PRIM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Intrinsic Edge Capital Management's PRIM Position: Q1 2026 in Review

Intrinsic Edge Capital Management reduced its Primoris Services (PRIM) stake by 45% in Q1 2026, selling an estimated $4.61M and leaving 39,224 shares worth $5.61M. The position accounts for 0.93% of the portfolio, ranked #45.

Intrinsic Edge Capital Management first reported a position in PRIM in Q3 2018 and has held it in 16 quarters since. The position peaked at $31.3M in Q4 2024. 508 funds tracked by Wall St. Rank hold PRIM as of Q1 2026.

Intrinsic Edge Capital Management held 39,224 shares of Primoris Services worth $5.61M as of Q1 2026.
Intrinsic Edge Capital Management sold 31,499 Primoris Services shares in Q1 2026, an estimated $4.61M.
Primoris Services made up 0.93% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #45 holding.
Intrinsic Edge Capital Management first reported a position in Primoris Services in Q3 2018 and has held it in 16 quarters since.
Intrinsic Edge Capital Management's Primoris Services position peaked at $31.3M in Q4 2024.
508 funds tracked by Wall St. Rank held Primoris Services as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.