Value Base’s Perion Network PERI Stock Holding History

Value Base’s Portfolio PERI Stock Details PERI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.1M	Hold	1,551,423	–	–	9.28%	4
2026 Q1	$15.5M	Hold	1,551,423	–	–	12.22%	4
2025 Q4	$14.9M	Hold	1,551,423	–	–	11.14%	4
2025 Q3	$14.9M	Sell	1,551,423 -707,313	-31%	-$7.08M	10.55%	4
2025 Q2	$22.9M	Sell	2,258,736 -50,730	-2%	-$485K	13.1%	3
2025 Q1	$18.8M	Buy	+2,309,466	New	+$20.2M	12.29%	4

Other funds holding PERI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Value Base's PERI Position: Q2 2026 in Review

Value Base held its Perion Network (PERI) position steady in Q2 2026 at 1,551,423 shares worth $15.1M. The position accounts for 9.28% of the portfolio, ranked #4.

Value Base first reported a position in PERI in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.9M in Q2 2025. 17 funds tracked by Wall St. Rank hold PERI as of Q2 2026.

Value Base held 1,551,423 shares of Perion Network worth $15.1M as of Q2 2026.
Value Base left its Perion Network share count unchanged in Q2 2026.
Perion Network made up 9.28% of Value Base's portfolio in Q2 2026, its #4 holding.
Value Base first reported a position in Perion Network in Q1 2025 and has held it in 6 quarters since.
Value Base's Perion Network position peaked at $22.9M in Q2 2025.
17 funds tracked by Wall St. Rank held Perion Network as of Q2 2026.

Based on Value Base's 13F filing for Q2 2026, filed 29 Jul 2026.