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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
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 $253M AUM 25.32% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $36.9M AUM
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
AFT
Alpha Family Trust Los Angeles, California $206M AUM 35.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phoenix Financial's SMWB Position: Q1 2026 in Review

Phoenix Financial reduced its Similarweb (SMWB) stake by 95% in Q1 2026, selling an estimated $17M and leaving 216,904 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #289.

Phoenix Financial first reported a position in SMWB in Q2 2021 and has held it in 17 quarters since. The position peaked at $35.7M in Q4 2024. 79 funds tracked by Wall St. Rank hold SMWB as of Q1 2026.

  • Phoenix Financial held 216,904 shares of Similarweb worth $566K as of Q1 2026.
  • Phoenix Financial sold 4,068,882 Similarweb shares in Q1 2026, an estimated $17M.
  • Similarweb made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #289 holding.
  • Phoenix Financial first reported a position in Similarweb in Q2 2021 and has held it in 17 quarters since.
  • Phoenix Financial's Similarweb position peaked at $35.7M in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Similarweb as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.