LPL Financial
PUBM icon

LPL Financial’s PubMatic PUBM Stock Holding History

LPL Financial’s Portfolio PUBM Stock Details PUBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-112,250
Closed -$1.63M – 5477
2024
Q4 		$1.63M Buy
112,250
+5,432
+5% +$84.2K ﹤0.01% 3048
2024
Q3 		$1.59M Sell
106,818
-22,818
-18% -$396K ﹤0.01% 2956
2024
Q2 		$2.63M Buy
129,636
+8,162
+7% +$182K ﹤0.01% 2368
2024
Q1 		$2.88M Buy
121,474
+52,570
+76% +$942K ﹤0.01% 2215
2023
Q4 		$1.12M Buy
68,904
+2,098
+3% +$30.4K ﹤0.01% 2942
2023
Q3 		$790K Sell
66,806
-835
-1% -$12.7K ﹤0.01% 3104
2023
Q2 		$1.24M Buy
67,641
+8,590
+15% +$137K ﹤0.01% 2674
2023
Q1 		$816K Buy
59,051
+13,553
+30% +$196K ﹤0.01% 2914
2022
Q4 		$588K Buy
45,498
+2,296
+5% +$36K ﹤0.01% 3099
2022
Q3 		$718K Buy
43,202
+3,720
+9% +$67.2K ﹤0.01% 2806
2022
Q2 		$635K Buy
39,482
+7,534
+24% +$161K ﹤0.01% 2988
2022
Q1 		$865K Buy
31,948
+12,123
+61% +$311K ﹤0.01% 2728
2021
Q4 		$685K Buy
19,825
+2,256
+13% +$73.5K ﹤0.01% 2998
2021
Q3 		$422K Buy
17,569
+4,055
+30% +$122K ﹤0.01% 3376
2021
Q2 		$528K Sell
13,514
-3,522
-21% -$147K ﹤0.01% 3109
2021
Q1 		$840K Buy
+17,036
New +$772K ﹤0.01% 2551

Other funds holding PUBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GHC
Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

LPL Financial's PUBM Position: Q1 2025 in Review

LPL Financial sold out of PubMatic (PUBM) in Q1 2025, closing a stake of 112,250 shares — an estimated $1.63M sold.

LPL Financial first reported a position in PUBM in Q1 2021 and held it in 16 quarters. The position peaked at $2.88M in Q1 2024. 157 funds tracked by Wall St. Rank hold PUBM as of Q1 2025.

  • LPL Financial reported no remaining PubMatic position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 112,250 PubMatic shares in Q1 2025, an estimated $1.63M.
  • LPL Financial first reported a position in PubMatic in Q1 2021 and held it in 16 quarters.
  • LPL Financial's PubMatic position peaked at $2.88M in Q1 2024.
  • 157 funds tracked by Wall St. Rank held PubMatic as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.