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
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 $982M 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 $2.14B 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