Phoenix Financial
CLBT icon

Phoenix Financial’s Cellebrite CLBT Stock Holding History

Phoenix Financial’s Portfolio CLBT Stock Details CLBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$57.6M Sell
5,111,006
-1,070,263
-17% -$14.2M 0.39% 61
2026
Q2 		$90.2M Buy
6,181,269
+2,000,000
+48% +$26.4M 0.62% 44
2026
Q1 		$57.6M Buy
4,181,269
+1,670,495
+67% +$25.2M 0.55% 45
2025
Q4 		$45.3M Buy
2,510,774
+3,678
+0.1% +$66K 0.49% 41
2025
Q3 		$46.5M Buy
2,507,096
+492,479
+24% +$7.74M 0.57% 40
2025
Q2 		$32.2M Buy
2,014,617
+1,219,958
+154% +$21.7M 0.43% 46
2025
Q1 		$15.4M Sell
794,659
-618,765
-44% -$13M 0.24% 71
2024
Q4 		$31.1M Sell
1,413,424
-853,573
-38% -$16.4M 0.42% 49
2024
Q3 		$38.2M Sell
2,266,997
-575,336
-20% -$8.54M 0.56% 38
2024
Q2 		$34M Sell
2,842,333
-546,197
-16% -$6.1M 0.52% 41
2024
Q1 		$37.6M Sell
3,388,530
-666,800
-16% -$6.81M 0.52% 44
2023
Q4 		$39.6M Sell
4,055,330
-1,968,766
-33% -$15.3M 0.65% 39
2023
Q3 		$46.1M Sell
6,024,096
-328,344
-5% -$2.46M 0.84% 30
2023
Q2 		$45.7M Buy
6,352,440
+4,903
+0.1% +$28.6K 0.93% 30
2023
Q1 		$38.6M Buy
6,347,537
+392,849
+7% +$2.13M 0.86% 40
2022
Q4 		$24.6M Buy
5,954,688
+1,811
+0% +$8.09K 0.48% 47
2022
Q3 		$23.8M Buy
5,952,877
+1,394,935
+31% +$6.99M 0.53% 54
2022
Q2 		$23.2M Buy
4,557,942
+2,261,597
+98% +$11.8M 0.47% 61
2022
Q1 		$14.7M Buy
2,296,345
+1,727,379
+304% +$11.5M 0.25% 87
2021
Q4 		$4.56M Buy
+568,966
New +$5.36M 0.08% 131

Other funds holding CLBT

True Wind Capital Management
True Wind Capital Management San Francisco, California $156M AUM 31.3% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Central Securities
Central Securities New York $1.39B AUM 16.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Phoenix Financial's CLBT Position: Q3 2026 in Review

Phoenix Financial reduced its Cellebrite (CLBT) stake by 17% in Q3 2026, selling an estimated $14.2M and leaving 5,111,006 shares worth $57.6M. The position accounts for 0.39% of the portfolio, ranked #61.

Phoenix Financial first reported a position in CLBT in Q4 2021 and has held it in 20 quarters since. The position peaked at $90.2M in Q2 2026. 67 funds tracked by Wall St. Rank hold CLBT as of Q3 2026.

  • Phoenix Financial held 5,111,006 shares of Cellebrite worth $57.6M as of Q3 2026.
  • Phoenix Financial sold 1,070,263 Cellebrite shares in Q3 2026, an estimated $14.2M.
  • Cellebrite made up 0.39% of Phoenix Financial's portfolio in Q3 2026, its #61 holding.
  • Phoenix Financial first reported a position in Cellebrite in Q4 2021 and has held it in 20 quarters since.
  • Phoenix Financial's Cellebrite position peaked at $90.2M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Cellebrite as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.