Phunware Inc (PHUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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UBS Group AG

DECREASED

Shares516,197 from 730,630

Change-214,433 (-29%)

Value$1.0M (-$475.7K)

Filed 2026-11-10

Geode Capital Management, LLC

DECREASED

Shares192,633 from 222,218

Change-29,585 (-13%)

Value$381.5K (-$74.1K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares19,982 from 1,354

Change+18,628 (+1376%)

Value$39.6K (+$36.8K)

Filed 2026-11-04

Dimensional Fund Advisors LP

NEW

Shares19,162

Change+19,162

Value$37.9K

Filed 2026-11-04

SBI Securities Co., Ltd.

DECREASED

Shares386 from 404

Change-18 (-4%)

Value$764 (-$64)

Filed 2026-10-22

Golden State Wealth Management, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$396 (-$14)

Filed 2026-11-02

Harbour Investments, Inc.

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$69 (-$3)

Filed 2026-11-09

Hantz Financial Services, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$0 ($0)

Filed 2026-11-09

Caitong International Asset Management Co., Ltd

DECREASED

Shares9 from 15

Change-6 (-40%)

Value$18 (-$13)

Filed 2026-10-29

Barclays PLC

DECREASED

Shares3 from 166

Change-163 (-98%)

Value$6 (-$334)

Filed 2026-11-06

Inspire Investing, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$6 ($0)

Filed 2026-10-22

Private Wealth Management Group, LLC

NEW

Shares2

Change+2

Value$4

Filed 2026-10-19

Bogart Wealth, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$4 ($0)

Filed 2026-11-10

CoreCap Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$2 ($0)

Filed 2026-10-08

Imc-Chicago, LLC

CLOSED

Shares0 from 11,322

Change-11,322 (-100%)

Value$0 (-$23.2K)

Filed 2026-11-05

Vanguard Capital Management LLC

N/A

Shares— from 895,637

Change-895,637 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 580,395

Change-580,395 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 120,547

Change-120,547 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 110,996

Change-110,996 (-100%)

Value—

State Street Corp

N/A

Shares— from 90,398

Change-90,398 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 56,850

Change-56,850 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 52,188

Change-52,188 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 48,713

Change-48,713 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 47,392

Change-47,392 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 42,271

Change-42,271 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 37,430

Change-37,430 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 28,753

Change-28,753 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 26,006

Change-26,006 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,633

Change-4,633 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,948

Change-3,948 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 500

Change-500 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 172

Change-172 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 106

Change-106 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 18

Change-18 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 18

Change-18 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
UBS Group AG	DECREASED	516,197	730,630	-214,433	-29%	$1.5M	$1.0M	-$475.7K	2026-11-10
Geode Capital Management, LLC	DECREASED	192,633	222,218	-29,585	-13%	$455.6K	$381.5K	-$74.1K	2026-11-06
Citigroup Inc	INCREASED	19,982	1,354	+18,628	+1376%	$2.8K	$39.6K	+$36.8K	2026-11-04
Dimensional Fund Advisors LP	NEW	19,162	—	+19,162	—	—	$37.9K	—	2026-11-04
SBI Securities Co., Ltd.	DECREASED	386	404	-18	-4%	$828	$764	-$64	2026-10-22
Golden State Wealth Management, LLC	UNCHANGED	200	200	0	0%	$410	$396	-$14	2026-11-02
Harbour Investments, Inc.	UNCHANGED	35	35	0	0%	$72	$69	-$3	2026-11-09
Hantz Financial Services, Inc.	UNCHANGED	10	10	0	0%	$0	$0	$0	2026-11-09
Caitong International Asset Management Co., Ltd	DECREASED	9	15	-6	-40%	$31	$18	-$13	2026-10-29
Barclays PLC	DECREASED	3	166	-163	-98%	$340	$6	-$334	2026-11-06
Inspire Investing, LLC	UNCHANGED	3	3	0	0%	$6	$6	$0	2026-10-22
Private Wealth Management Group, LLC	NEW	2	—	+2	—	—	$4	—	2026-10-19
Bogart Wealth, LLC	UNCHANGED	2	2	0	0%	$4	$4	$0	2026-11-10
CoreCap Advisors, LLC	UNCHANGED	1	1	0	0%	$2	$2	$0	2026-10-08
Imc-Chicago, LLC	CLOSED	0	11,322	-11,322	-100%	$23.2K	$0	-$23.2K	2026-11-05
Vanguard Capital Management LLC	N/A	—	895,637	-895,637	-100%	$1.8M	—	—	—
BlackRock, Inc.	N/A	—	580,395	-580,395	-100%	$1.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	120,547	-120,547	-100%	$247.1K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	110,996	-110,996	-100%	$227.5K	—	—	—
State Street Corp	N/A	—	90,398	-90,398	-100%	$185.3K	—	—	—
Citadel Advisors LLC	N/A	—	56,850	-56,850	-100%	$116.5K	—	—	—
XTX Topco Ltd	N/A	—	52,188	-52,188	-100%	$107.0K	—	—	—
Jane Street Group, LLC	N/A	—	48,713	-48,713	-100%	$99.9K	—	—	—
Northern Trust Corp	N/A	—	47,392	-47,392	-100%	$97.2K	—	—	—
Panagora Asset Management Inc	N/A	—	42,271	-42,271	-100%	$86.7K	—	—	—
Centiva Capital, LP	N/A	—	37,430	-37,430	-100%	$76.7K	—	—	—
Price T Rowe Associates Inc	N/A	—	28,753	-28,753	-100%	$59.0K	—	—	—
HRT Financial LP	N/A	—	26,006	-26,006	-100%	$53.0K	—	—	—
JPMorgan Chase & Co	N/A	—	4,633	-4,633	-100%	$9.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,948	-3,948	-100%	$8.1K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	500	-500	-100%	$1.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	172	-172	-100%	$352	—	—	—
Morgan Stanley	N/A	—	106	-106	-100%	$218	—	—	—
Vision Retirement, LLC	N/A	—	30	-30	-100%	$62	—	—	—
Wells Fargo & Company	N/A	—	18	-18	-100%	$37	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	18	-18	-100%	$37	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2	-2	-100%	$4	—	—	—

Showing 37 of 37 institutions