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Priority Technology Holdings (PRTH)

CUSIP: 74275G107 | NYSE | Technology · Software - Infrastructure | Small Cap | 271 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AThomas C. Priore
with John V. Priore, Aesv CreditCard Consulting, LLC
46,600,99656.4%+34,220Nov 3, 2026No 13F filer matched
13D/AAesv CreditCard Consulting, LLC4,000,0004.9%Newly reportedSep 18, 2026No 13F filer matched
13D/AThomas C. Priore46,600,996
56.4% of class · Nov 3, 2026+34,220
with John V. Priore, Aesv CreditCard Consulting, LLC
No 13F filer matched
13D/AAesv CreditCard Consulting, LLC4,000,000
4.9% of class · Sep 18, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP551,049
0.0% of portfolio›$4.3M
Wolverine Asset Management LLC185,271
0.0% of portfolio›$1.4M
SummerHaven Investment Management, LLC128,624
0.6% of portfolio›$1.0M
Investors Asset Management of Georgia Inc121,485
0.3% of portfolio›$947.6K
Bank of New York Mellon Corp104,879
0.0% of portfolio›$818.1K
Creative Planning91,666
0.0% of portfolio›$715.0K
Simplex Trading, LLC51,122
0.0% of portfolio›$398.8K
Seizert Capital Partners, LLC29,928
0.0% of portfolio›$233.4K
Wealth Enhancement Advisory Services, LLC19,145
0.0% of portfolio›$149.3K
Belvedere Trading LLC15,501
0.0% of portfolio›$120.9K
BridgePort Financial Solutions, LLC14,000
0.0% of portfolio›$109.2K
Aaron Wealth Advisors LLC13,726
0.0% of portfolio›$107.1K
Barclays PLC12,999
0.0% of portfolio›$101.4K
Strs Ohio11,600
0.0% of portfolio›$90.5K
Citigroup Inc7,976
0.0% of portfolio›$62.2K
State of Alaska, Department of Revenue3,333
0.0% of portfolio›$25
Harbor Capital Advisors, Inc.2,755
0.0% of portfolio›$21
IFP Advisors, Inc1,103
0.0% of portfolio›$8.6K
Sterling Capital Management LLC1,081
0.0% of portfolio›$8.4K
Versant Capital Management, Inc999
0.0% of portfolio›$7.8K
EverSource Wealth Advisors, LLC769
0.0% of portfolio›$6.0K
Farther Finance Advisors, LLC521
0.0% of portfolio›$4.1K
SJS Investment Consulting Inc.426
0.0% of portfolio›$3.3K
Financial Consulate, Inc347
0.0% of portfolio›$2.7K
Essential Partners LLC304
0.0% of portfolio›$2.4K
Covestor Ltd267
0.0% of portfolio›$2
Provenance Wealth Advisors, LLC254
0.0% of portfolio›$2.0K
SBI Securities Co., Ltd.200
0.0% of portfolio›$1.6K
Caitong International Asset Management Co., Ltd147
0.0% of portfolio›$1.1K
True Wealth Design, LLC144
0.0% of portfolio›$1.1K
Gamma Investing LLC129
0.0% of portfolio›$1.0K
Root Financial Partners, LLC128
0.0% of portfolio›$998
Clearstead Advisors, LLC46
0.0% of portfolio›$360
PNC Financial Services Group, Inc.13
0.0% of portfolio›$101
Nisa Investment Advisors, LLC8
0.0% of portfolio›$62
Capital Advisors, Ltd. LLC6
0.0% of portfolio›$0
Fortitude Family Office, LLC1
0.0% of portfolio›$8
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
551,049$4.3M0.0%IndexLowAustin, TX2026-11-04
Wolverine Asset Management LLC
185,271$1.4M0.0%Deep ValueVery HighChicago, IL2026-11-02
SummerHaven Investment Management, LLC
128,624$1.0M0.6%Deep ValueHighStamford, CT2026-10-19
Investors Asset Management of Georgia Inc
121,485$947.6K0.3%GARPLowAtlanta, GA2026-10-20
Bank of New York Mellon Corp
104,879$818.1K0.0%CoreLowNew York, NY2026-11-05
Creative Planning
91,666$715.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Simplex Trading, LLC
51,122$398.8K0.0%CoreVery HighChicago, IL2026-11-04
Seizert Capital Partners, LLC
29,928$233.4K0.0%ValueMediumBirmingham, MI2026-10-30
Wealth Enhancement Advisory Services, LLC
19,145$149.3K0.0%CoreLowPlymouth, MN2026-10-13
Belvedere Trading LLC
15,501$120.9K0.0%Agg GrowthVery HighChicago, IL2026-11-05
BridgePort Financial Solutions, LLC
14,000$109.2K0.0%ETFLowFairfield, IA2026-11-02
Aaron Wealth Advisors LLC
13,726$107.1K0.0%GrowthMediumChicago, IL2026-10-13
Barclays PLC
12,999$101.4K0.0%CoreMediumLondon, United Kingdom2026-11-06
Strs Ohio
11,600$90.5K0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
7,976$62.2K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
3,333$250.0%CoreVery LowJuneau, AK2026-10-15
Harbor Capital Advisors, Inc.
2,755$210.0%ValueHighChicago, IL2026-10-22
IFP Advisors, Inc
1,103$8.6K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
1,081$8.4K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
999$7.8K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
769$6.0K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
521$4.1K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
426$3.3K0.0%ETFVery LowSylvania, OH2026-10-26
Financial Consulate, Inc
347$2.7K0.0%ETFLowHunt Valley, MD2026-10-23
Essential Partners LLC
304$2.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Covestor Ltd
267$20.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
254$2.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
SBI Securities Co., Ltd.
200$1.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
147$1.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
True Wealth Design, LLC
144$1.1K0.0%ETFMediumAkron, OH2026-10-13
Gamma Investing LLC
129$1.0K0.0%IndexVery LowFoster City, CA2026-10-08
Root Financial Partners, LLC
128$9980.0%ETFMediumEncinitas, CA2026-10-21
Clearstead Advisors, LLC
46$3600.0%ETFLowCleveland, OH2026-11-06
PNC Financial Services Group, Inc.
13$1010.0%GrowthVery LowPittsburgh, PA2026-11-06
Nisa Investment Advisors, LLC
8$620.0%IndexVery LowSt. Louis, MO2026-10-20
Capital Advisors, Ltd. LLC
6$00.0%ETFLowShaker Heights, OH2026-10-27
Fortitude Family Office, LLC
1$80.0%ETFMediumScottsdale, AZ2026-10-14