PF
SPNS

Phoenix Financial’s Sapiens International SPNS Stock Holding History

Phoenix Financial’s Portfolio SPNS Stock Details SPNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,000
Closed -$585K – 361
2023
Q2 		$585K Buy
+22,000
New +$519K 0.01% 240
2022
Q4 		– Sell
-66,290
Closed -$1.29M – 341
2022
Q3 		$1.29M Sell
66,290
-1,300,409
-95% -$29.4M 0.03% 175
2022
Q2 		$33.1M Sell
1,366,699
-138,272
-9% -$3.34M 0.68% 53
2022
Q1 		$38.2M Buy
1,504,971
+36,989
+3% +$1.08M 0.64% 49
2021
Q4 		$50.6M Buy
1,467,982
+3,102
+0.2% +$107K 0.83% 39
2021
Q3 		$42.2M Buy
1,464,880
+60,820
+4% +$1.66M 0.73% 50
2021
Q2 		$36.9M Buy
1,404,060
+93,122
+7% +$2.75M 0.7% 55
2021
Q1 		$41.7M Buy
1,310,938
+799,047
+156% +$25.9M 0.94% 33
2020
Q4 		$15.6M Buy
511,891
+425,203
+490% +$12.5M 0.42% 81
2020
Q3 		$2.5M Sell
86,688
-88,691
-51% -$2.72M 0.1% 132
2020
Q2 		$4.55M Sell
175,379
-14,759
-8% -$362K 0.19% 113
2020
Q1 		$3.56M Sell
190,138
-5,227
-3% -$119K 0.18% 120
2019
Q4 		$4.42M Sell
195,365
-38,477
-16% -$832K 0.18% 107
2019
Q3 		$4.3M Buy
+233,842
New +$4.08M 0.2% 102

Other funds holding SPNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Phoenix Financial's SPNS Position: Q3 2023 in Review

Phoenix Financial sold out of Sapiens International (SPNS) in Q3 2023, closing a stake of 22,000 shares — an estimated $585K sold.

Phoenix Financial first reported a position in SPNS in Q3 2019 and held it in 14 quarters. The position peaked at $50.6M in Q4 2021. 141 funds tracked by Wall St. Rank hold SPNS as of Q3 2023.

  • Phoenix Financial reported no remaining Sapiens International position as of Q3 2023 after selling out during the quarter.
  • Phoenix Financial sold 22,000 Sapiens International shares in Q3 2023, an estimated $585K.
  • Phoenix Financial first reported a position in Sapiens International in Q3 2019 and held it in 14 quarters.
  • Phoenix Financial's Sapiens International position peaked at $50.6M in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Sapiens International as of Q3 2023.

Based on Phoenix Financial's 13F filing for Q3 2023, filed 13 Nov 2023.