PF
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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
2023
Q3 		– Sell
-4,002,276
Closed -$26.3M – 360
2023
Q2 		$26.3M Buy
+4,002,276
New +$24.3M 0.54% 42
2023
Q1 		– Sell
-647,704
Closed -$4.16M – 334
2022
Q4 		$4.16M Buy
647,704
+184,004
+40% +$1.05M 0.08% 93
2022
Q3 		$546K Buy
+463,700
New +$3.84M 0.01% 244

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 $2.55B AUM 104.35% 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.