Security Snapshot

Phunware, Inc. - Common Stock (PHUN) Institutional Ownership

CUSIP: 71948P209

13F Institutional Holders and Ownership History from Q1 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

34

Shares (Excl. Options)

3.11MFull value: 3,113,353 · shares · 30 Jun 2026

Price

$2.05

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock
Symbol
PHUN on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
3,113,353
Latest holder snapshot 5 signals
Total 13F value
$6,381,734
Portfolio coverage rank
0%
Share change
+218,950
Value change
+$474,601
Number of holders
34
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
20,690,868
SEC-reported price per share
$2.00
Insider filing price
$2.00
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • PHUN - Phunware, Inc. - Common Stock is tracked under CUSIP 71948P209.
  • 34 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 29 to 34 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $5.12MFull value: $5,124,146 · USD · 31 Mar 2026
    to
    $6.38MFull value: $6,381,734 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 34 institutions filings for Q2 2026.

Open SEC evidence

Security key

71948P209

13F reference period

Q2 2026

13F holders

34

13D/G owners

3

CIK / CUSIP context first

Open Q2 2026 holders PHUN full holder history Phunware, Inc. SEC filings Phunware, Inc. company facts Phunware, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
PHUN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Goldenwise Capital Group Ltd 9.1% +14% $3,765,738 +$475,372 1,882,869 +14% Goldenwise Capital Group Ltd 16 Oct 2026
VANGUARD GROUP INC 5% -0.6% $2,894,935 -$13,981 1,007,179 -0.48% The Vanguard Group 30 Sep 2025
He Zhengxu 2.6% $910,000 520,000 He Zhengxu 06 Apr 2026
As of 30 Jun 2026, 34 institutional investors reported holding
3.11MFull value: 3,113,353 · shares · 30 Jun 2026
shares of Phunware, Inc. - Common Stock (PHUN). This represents 15% of the company’s total
20.69MFull value: 20,690,868 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
15%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD CAPITAL MANAGEMENT LLC 4.3% 895,637 +1.4% 0% $1,836,056
UBS Group AG 3.5% 730,630 +8% 0% $1,497,792
BlackRock, Inc. 2.8% 580,395 +2.7% 0% $1,189,809
GEODE CAPITAL MANAGEMENT, LLC 1.1% 222,218 -3% 0% $455,625
VANGUARD FIDUCIARY TRUST CO 0.58% 120,547 +0.68% 0% $247,121
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.54% 110,996 +43% 0% $227,542
STATE STREET CORP 0.44% 90,398 0% 0% $185,316
CITADEL ADVISORS LLC 0.27% 56,850 0% $116,543
XTX Topco Ltd 0.25% 52,188 +33% 0% $106,985
JANE STREET GROUP, LLC 0.24% 48,713 0% $99,862
NORTHERN TRUST CORP 0.23% 47,392 0% 0% $97,154
PANAGORA ASSET MANAGEMENT INC 0.2% 42,271 +0.53% 0% $86,656
Centiva Capital, LP 0.18% 37,430 0% $76,732
PRICE T ROWE ASSOCIATES INC /MD/ 0.14% 28,753 +30% 0% $59,000
HRT FINANCIAL LP 0.13% 26,006 0% $53,000
IMC-Chicago, LLC 0.05% 11,322 0% $23,210
JPMORGAN CHASE & CO 0.02% 4,633 0% $9,034
Vanguard Global Advisers, LLC 0.02% 3,948 0% 0% $8,093
CITIGROUP INC 0.01% 1,354 +45033% 0% $2,776
Federation des caisses Desjardins du Quebec 0% 500 0% 0% $1,025
SBI Securities Co., Ltd. 0% 404 -2.4% 0% $828
Golden State Wealth Management, LLC 0% 200 0% 0% $410
OSAIC HOLDINGS, INC. 0% 172 -82% 0% $352
BARCLAYS PLC 0% 166 0% $340
MORGAN STANLEY 0% 106 -84% 0% $218

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
11
Headline period
Q2 2026
Rows shown
1-11 of 11
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 392 $776 -$32 $2.00 4
2026 Q2 3,113,353 $6,381,734 +$474,601 $2.05 34
2026 Q1 2,894,437 $5,124,146 +$139,497 $1.77 29
2025 Q4 2,791,380 $5,164,278 +$506,329 $1.85 36
2025 Q3 2,521,624 $6,936,557 +$396,416 $2.75 34
2025 Q2 2,359,212 $7,477,899 -$919,084 $3.17 26
2025 Q1 2,652,908 $7,826,270 +$599,965 $2.95 30
2024 Q4 2,201,651 $11,452,266 +$6,865,346 $5.20 33
2024 Q3 882,142 $3,019,174 +$31,305 $3.42 25
2024 Q2 861,053 $4,726,800 -$2,574,162 $5.49 24
2024 Q1 1,183,281 $10,602,112 +$10,602,112 $8.96 28
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