Phoenix Financial
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Phoenix Financial’s Mitek Systems MITK Stock Holding History

Phoenix Financial’s Portfolio MITK Stock Details MITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-13,275
Closed -$266K – 557
2026
Q2 		$266K Buy
+13,275
New +$206K ﹤0.01% 452
2025
Q1 		– Sell
-425,248
Closed -$105M – 401
2024
Q4 		$105M Buy
+425,248
New +$3.97M 1.44% 19

Other funds holding MITK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Phoenix Financial's MITK Position: Q3 2026 in Review

Phoenix Financial sold out of Mitek Systems (MITK) in Q3 2026, closing a stake of 13,275 shares — an estimated $266K sold.

Phoenix Financial first reported a position in MITK in Q4 2024 and held it in 2 quarters. The position peaked at $105M in Q4 2024. 90 funds tracked by Wall St. Rank hold MITK as of Q3 2026.

  • Phoenix Financial reported no remaining Mitek Systems position as of Q3 2026 after selling out during the quarter.
  • Phoenix Financial sold 13,275 Mitek Systems shares in Q3 2026, an estimated $266K.
  • Phoenix Financial first reported a position in Mitek Systems in Q4 2024 and held it in 2 quarters.
  • Phoenix Financial's Mitek Systems position peaked at $105M in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Mitek Systems as of Q3 2026.

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