PF
SMWB icon

Phoenix Financial’s Similarweb SMWB Stock Holding History

Phoenix Financial’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-216,904
Closed -$566K – 569
2026
Q1 		$566K Sell
216,904
-4,068,882
-95% -$17M 0.01% 289
2025
Q4 		$32.1M Buy
4,285,786
+1,292,700
+43% +$10.4M 0.35% 51
2025
Q3 		$27.8M Buy
2,993,086
+1,363,901
+84% +$12.2M 0.34% 54
2025
Q2 		$21.1M Sell
1,629,185
-956,800
-37% -$7.16M 0.28% 60
2025
Q1 		$21.4M Buy
2,585,985
+63,978
+3% +$789K 0.33% 56
2024
Q4 		$35.7M Sell
2,522,007
-37,496
-1% -$414K 0.49% 45
2024
Q3 		$22.6M Sell
2,559,503
-340,931
-12% -$2.7M 0.33% 56
2024
Q2 		$22.5M Sell
2,900,434
-636,498
-18% -$4.96M 0.34% 53
2024
Q1 		$31.8M Sell
3,536,932
-671,543
-16% -$4.96M 0.44% 50
2023
Q4 		$25.3M Hold
4,208,475
– – 0.42% 51
2023
Q3 		$27.3M Buy
+4,208,475
New +$27.5M 0.5% 45
2023
Q2 		– Sell
-843,004
Closed -$5.12M – 359
2023
Q1 		$5.7M Buy
+843,004
New +$5.4M 0.13% 79
2022
Q4 		– Sell
-330,561
Closed -$1.89M – 338
2022
Q3 		$2.01M Buy
330,561
+250,331
+312% +$2.07M 0.04% 148
2022
Q2 		$660K Sell
80,230
-29,723
-27% -$313K 0.01% 264
2022
Q1 		$1.42M Buy
109,953
+51,775
+89% +$737K 0.02% 225
2021
Q4 		$1.04M Buy
+58,178
New +$1.07M 0.02% 242
2021
Q3 		– Sell
-30,000
Closed -$591K – 435
2021
Q2 		$591K Buy
+30,000
New +$621K 0.01% 270

Other funds holding SMWB

N
Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $74.7M AUM
UM
Ulysses Management New York $506M AUM 8.58% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Phoenix Financial's SMWB Position: Q2 2026 in Review

Phoenix Financial sold out of Similarweb (SMWB) in Q2 2026, closing a stake of 216,904 shares — an estimated $566K sold.

Phoenix Financial first reported a position in SMWB in Q2 2021 and held it in 17 quarters. The position peaked at $35.7M in Q4 2024. 69 funds tracked by Wall St. Rank hold SMWB as of Q2 2026.

  • Phoenix Financial reported no remaining Similarweb position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 216,904 Similarweb shares in Q2 2026, an estimated $566K.
  • Phoenix Financial first reported a position in Similarweb in Q2 2021 and held it in 17 quarters.
  • Phoenix Financial's Similarweb position peaked at $35.7M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Similarweb as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.