LPL Financial
PERI icon

LPL Financial’s Perion Network PERI Stock Holding History

LPL Financial’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 		$3.09M Buy
318,500
+137,703
+76% +$1.31M ﹤0.01% 3274
2026
Q1 		$1.81M Sell
180,797
-20,026
-10% -$181K ﹤0.01% 3618
2025
Q4 		$1.92M Sell
200,823
-8,503
-4% -$82.6K ﹤0.01% 3449
2025
Q3 		$2.01M Sell
209,326
-26,624
-11% -$266K ﹤0.01% 3314
2025
Q2 		$2.39M Sell
235,950
-7,613
-3% -$72.7K ﹤0.01% 2958
2025
Q1 		$1.98M Buy
243,563
+6,649
+3% +$58K ﹤0.01% 2965
2024
Q4 		$2.01M Sell
236,914
-6,540
-3% -$55K ﹤0.01% 2854
2024
Q3 		$1.92M Buy
243,454
+5,134
+2% +$43K ﹤0.01% 2769
2024
Q2 		$1.99M Buy
238,320
+213,928
+877% +$2.6M ﹤0.01% 2602
2024
Q1 		$548K Buy
24,392
+3,259
+15% +$83K ﹤0.01% 3697
2023
Q4 		$652K Buy
21,133
+5,236
+33% +$149K ﹤0.01% 3438
2023
Q3 		$487K Sell
15,897
-837
-5% -$28.1K ﹤0.01% 3511
2023
Q2 		$513K Buy
16,734
+10,488
+168% +$360K ﹤0.01% 3426
2023
Q1 		$247K Buy
+6,246
New +$208K ﹤0.01% 3886

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

LPL Financial's PERI Position: Q2 2026 in Review

LPL Financial increased its Perion Network (PERI) stake by 76% in Q2 2026, buying an estimated $1.31M and bringing the position to 318,500 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3274.

LPL Financial first reported a position in PERI in Q1 2023 and has held it in 14 quarters since. 94 funds tracked by Wall St. Rank hold PERI as of Q2 2026.

  • LPL Financial held 318,500 shares of Perion Network worth $3.09M as of Q2 2026.
  • LPL Financial bought 137,703 Perion Network shares in Q2 2026, an estimated $1.31M.
  • Perion Network made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3274 holding.
  • LPL Financial first reported a position in Perion Network in Q1 2023 and has held it in 14 quarters since.
  • 94 funds tracked by Wall St. Rank held Perion Network as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.