Orion Portfolio Solutions’s Perion Network PERI Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$499K	Buy	61,280 +26,573	+77%	+$232K	﹤0.01%	1425
2024 Q4	$294K	Buy	34,707 +2,711	+8%	+$22.8K	﹤0.01%	1572
2024 Q3	$252K	Sell	31,996 -3,451	-10%	-$28.9K	﹤0.01%	1609
2024 Q2	$296K	Buy	35,447 +19,912	+128%	+$242K	﹤0.01%	1466
2024 Q1	$349K	Sell	15,535 -762	-5%	-$19.4K	﹤0.01%	1400
2023 Q4	$473K	Sell	16,297 -771	-5%	-$21.9K	0.01%	1231
2023 Q3	$523K	Sell	17,068 -565	-3%	-$19K	0.01%	1188
2023 Q2	$541K	Sell	17,633 -1,739	-9%	-$59.7K	0.01%	1185
2023 Q1	$767K	Buy	+19,372	New	+$645K	0.01%	989

Other funds holding PERI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Value Base Tel Aviv, Israel $127M AUM 12.37% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Orion Portfolio Solutions's PERI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Perion Network (PERI) stake by 77% in Q1 2025, buying an estimated $232K and bringing the position to 61,280 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Orion Portfolio Solutions first reported a position in PERI in Q1 2023 and has held it in 9 quarters since. The position peaked at $767K in Q1 2023. 107 funds tracked by Wall St. Rank hold PERI as of Q1 2025.

Orion Portfolio Solutions held 61,280 shares of Perion Network worth $499K as of Q1 2025.
Orion Portfolio Solutions bought 26,573 Perion Network shares in Q1 2025, an estimated $232K.
Perion Network made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1425 holding.
Orion Portfolio Solutions first reported a position in Perion Network in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Perion Network position peaked at $767K in Q1 2023.
107 funds tracked by Wall St. Rank held Perion Network as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.