Security Snapshot

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

CUSIP: 71948P209

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

Latest Period

Q1 2026

Institutions Reporting

29

Shares (Excl. Options)

2,894,437

Price

$1.77

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+103,057
Value change
+$139,497
Number of holders
29
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
20,000,000
SEC-reported price per share
$2.02
Insider filing price
$2.02
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • PHUN - Phunware, Inc. - Common Stock is tracked under CUSIP 71948P209.
  • 29 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 36 to 29 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $5,164,278 to $5,124,146.

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 29 institutions filings for Q1 2026.

Open SEC evidence

Security key

71948P209

Latest holder period

Q1 2026

13F holders

29

13D/G owners

3

CIK / CUSIP context first

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 6.1% +10% $2,159,169 +$232,586 1,233,811 +12% Goldenwise Capital Group Ltd 30 Mar 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 31 Mar 2026, 29 institutional investors reported holding 2,894,437 shares of Phunware, Inc. - Common Stock (PHUN). This represents 14% of the company’s total 20,000,000 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
14%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 883,500 0% 0% $1,563,795
UBS Group AG 3.4% 676,251 +340% 0% $1,196,965
BlackRock, Inc. 2.8% 564,929 +0.82% 0% $999,924
GEODE CAPITAL MANAGEMENT, LLC 1.1% 228,981 +2.2% 0% $405,359
VANGUARD FIDUCIARY TRUST CO 0.6% 119,731 0% 0% $211,924
SIMPLEX TRADING, LLC 0.47% 94,692 +185571% 0.01% $167,604
STATE STREET CORP 0.45% 90,398 0% 0% $160,004
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.39% 77,796 +56% 0% $137,699
NORTHERN TRUST CORP 0.24% 47,392 -25% 0% $83,884
PANAGORA ASSET MANAGEMENT INC 0.21% 42,049 +47% 0% $74,427
XTX Topco Ltd 0.2% 39,103 -24% 0% $69,212
PRICE T ROWE ASSOCIATES INC /MD/ 0.11% 22,072 0% 0% $40,000
Vanguard Global Advisers, LLC 0.02% 3,948 0% 0% $6,988
OSAIC HOLDINGS, INC. 0% 933 0% 0% $1,648
WELLS FARGO & COMPANY/MN 0% 754 +0.13% 0% $1,334
MORGAN STANLEY 0% 650 +465% 0% $1,151
Federation des caisses Desjardins du Quebec 0% 500 0% 0% $885
SBI Securities Co., Ltd. 0% 414 -11% 0% $733
Golden State Wealth Management, LLC 0% 200 0% 0% $354
HARBOUR INVESTMENTS, INC. 0% 35 0% 0% $62
CWM, LLC 0% 34 0% $60
MAI Capital Management 0% 30 0% 0% $54
Vision Retirement, LLC 0% 30 0% 0% $53
Caitong International Asset Management Co., Ltd 0% 4 0% $7
CITIGROUP INC 0% 3 -99% 0% $5

Quarter history

Institutional holders across reporting periods

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

Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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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