PERION NETWORK LTD PERI
SHS NEW · Common Stock · CUSIP M78673114
Israel-based technology company
- SectorTechnology
- IndustryServices-Computer Programming Services
- HeadquartersTel Aviv, Israel
- Founded1999
- Websiteperion.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($314.8k this quarter). Holder counts are more reliable. Shares outstanding: 48.0m as of 2023-12-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $30.68. Options: 14 managers hold calls ($36.9m notional), 17 hold puts ($46.0m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 125 |
| Q4 2022 | 157 |
| Q1 2023 | 201 |
| Q2 2023 | 204 |
| Q3 2023 | 189 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 93 | 44 |
| Q1 2023 | 115 | 74 |
| Q2 2023 | 117 | 97 |
| Q3 2023 | 84 | 119 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $26.0m | $40.2m | 1.54 |
| Q1 2023 | $50.3m | $77.1m | 1.53 |
| Q2 2023 | $37.6m | $43.9m | 1.17 |
| Q3 2023 | $36.9m | $46.0m | 1.25 |
Biggest buyers
| MENORA MIVTACHIM HOLDINGS LTD. | New | +1.2m |
| Harel Insurance Investments & Financial Services Ltd. | Added | +945.2k |
| Phoenix Financial Ltd. | Added | +822.5k |
| Clal Insurance Enterprises Holdings Ltd | Added | +330.0k |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | New | +186.8k |
| RENAISSANCE GROUP LLC | Added | +177.9k |
| CREDIT SUISSE AG/ | Added | +176.2k |
| LORD, ABBETT & CO. LLC | Added | +105.3k |
| Balyasny Asset Management L.P. | New | +97.7k |
| Walleye Capital LLC | Added | +92.8k |
Biggest sellers
| Qube Research & Technologies Ltd | Sold out | -261.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -251.1k |
| MEITAV INVESTMENT HOUSE LTD | Reduced | -228.8k |
| Cubist Systematic Strategies, LLC | Sold out | -209.8k |
| G2 Investment Partners Management LLC | Reduced | -169.6k |
| Invesco Ltd. | Sold out | -162.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -158.2k |
| Driehaus Capital Management LLC | Reduced | -148.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -137.6k |
| JPMORGAN CHASE & CO | Reduced | -118.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.8m451.7k shares |
| CITADEL ADVISORS LLC | Added | $8.4m275.5k shares |
| PEAK6 Investments LLC | Added | $5.2m170.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.6m85.6k shares |
| Walleye Trading LLC | Reduced | $1.2m39.1k shares |
| D. E. Shaw & Co., Inc. | New | $1.0m33.1k shares |
| Taika Capital, LP | Unchanged | $980.2k32.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $943.4k30.8k shares |
| GTS SECURITIES LLC | New | $820.9k26.8k shares |
| Walleye Capital LLC | Added | $575.8k18.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.9m389.2k shares |
| Walleye Capital LLC | Added | $6.8m222.6k shares |
| GROUP ONE TRADING LLC | Reduced | $5.1m168.0k shares |
| CITADEL ADVISORS LLC | Added | $4.7m153.4k shares |
| PEAK6 Investments LLC | Added | $3.8m124.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.8m90.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.0m65.1k shares |
| G2 Investment Partners Management LLC | Reduced | $1.8m60.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.8m60.0k shares |
| Walleye Trading LLC | Added | $1.4m45.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Private Capital Management, LLC 13G · institution filed 2026-02-06 | 10.4% |
| Harel Insurance Investments & Financial Services Ltd. 13G · passive investor filed 2025-08-05 | 8.8% |
Fell to 5% or below in the last year: Phoenix Financial Ltd. (4.8%, 2026-01-06)
Insider purchases and sales in Q3 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. 1.80% of their portfolio | 3.0m $91.1m | Added +945.2k |
| Clal Insurance Enterprises Holdings Ltd 1.13% of their portfolio | 2.7m $81.2m | Added +330.0k |
| Migdal Insurance & Financial Holdings Ltd. 1.34% of their portfolio | 2.0m $62.5m | Added +80.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.24% of their portfolio | 1.9m $58.4m | Reduced -29.3k |
| Phoenix Financial Ltd. 0.44% of their portfolio | 1.5m $47.0m | Added +822.5k |
| Private Capital Management, LLC 5.31% of their portfolio | 1.4m $44.0m | Reduced -32.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.4m $44.0m | Added +26.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 1.4m $41.6m | Reduced -86.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 1.3m $38.4m | Reduced -31.1k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.33% of their portfolio | 1.2m $36.5m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 1.1m $33.6m | Added +1.2k |
| MEITAV INVESTMENT HOUSE LTD 0.50% of their portfolio | 998.9k $30.6m | Reduced -228.8k |
| CONGRESS ASSET MANAGEMENT CO 0.21% of their portfolio | 772.6k $23.7m | Reduced -8.0k |
| Driehaus Capital Management LLC 0.24% of their portfolio | 613.5k $18.8m | Reduced -148.4k |
| OBERWEIS ASSET MANAGEMENT INC/ 1.53% of their portfolio | 470.3k $14.4m | Added +44.0k |
| LORD, ABBETT & CO. LLC 0.03% of their portfolio | 452.7k $13.9m | Added +105.3k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.39% of their portfolio | 393.7k $12.1m | Added +2.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 362.9k $11.1m | Reduced -158.2k |
| Artemis Investment Management LLP 0.12% of their portfolio | 280.5k $8.6m | Reduced -18.4k |
| Yelin Lapidot Holdings Management Ltd. 1.07% of their portfolio | 277.4k $8.5m | First filing |
| RENAISSANCE GROUP LLC 0.33% of their portfolio | 239.2k $7.3m | Added +177.9k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 223.3k $6.8m | Added +176.2k |
| G2 Investment Partners Management LLC 1.43% of their portfolio | 190.0k $5.8m | Reduced -169.6k |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.42% of their portfolio | 186.8k $5.8m | New |
| 1492 Capital Management LLC 3.68% of their portfolio | 186.4k $5.7m | Reduced -2.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 179.8k $5.5m | Added +45.5k |
| CW Advisors, LLC 0.11% of their portfolio | 176.0k $5.4m | Reduced -33.4k |
| Altshuler Shaham Ltd 0.14% of their portfolio | 164.6k $5.0m | Reduced -29.2k |
| Taika Capital, LP 2.33% of their portfolio | 154.4k $4.7m | Reduced -54.8k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 153.4k $4.7m | Reduced -8.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 151.8k $4.7m | Reduced -137.6k |
| MORGAN STANLEY 0.00% of their portfolio | 144.0k $4.4m | Reduced -87.5k |
| Walleye Capital LLC 0.05% of their portfolio | 120.8k $3.7m | Added +92.8k |
| Origin Asset Management LLP 1.19% of their portfolio | 117.0k $3.6m | Added +48.0k |
| Swiss National Bank 0.00% of their portfolio | 103.0k $3.2m | Unchanged |
| GROUP ONE TRADING LLC 0.12% of their portfolio | 99.7k $3.1m | Reduced -35.3k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 97.7k $3.0m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 96.6k $3.0m | Added +259 |
| PERKINS CAPITAL MANAGEMENT INC 2.91% of their portfolio | 95.9k $2.9m | Reduced -950 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 95.5k $2.9m | Reduced -75.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 95.3k $2.9m | Added +2.5k |
| CITIGROUP INC 0.00% of their portfolio | 93.2k $2.9m | Reduced -43.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 91.7k $2.8m | Unchanged |
| SEIZERT CAPITAL PARTNERS, LLC 0.15% of their portfolio | 90.1k $2.8m | Added +2.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 88.4k $2.7m | Added +39.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 84.0k $2.6m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 82.0k $2.5m | Added +26.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 81.3k $2.5m | Reduced -102.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 80.7k $2.5m | Added +2.0k |
| UBS Group AG 0.00% of their portfolio | 78.9k $2.4m | Reduced -86.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 75.7k $2.3m | Reduced -118.9k |
| SCOTIA CAPITAL INC. 0.02% of their portfolio | 74.7k $2.3m | Added +6.5k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.19% of their portfolio | 69.6k $2.1m | Reduced -25.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 68.7k $2.1m | Reduced -34.5k |
| NORGES BANK 0.00% of their portfolio | 68.3k $2.1m | Reduced -5.4k |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.43% of their portfolio | 65.9k $2.0m | New |
| ARK Investment Management LLC 0.01% of their portfolio | 60.7k $1.9m | Added +8.3k |
| Allworth Financial LP 0.02% of their portfolio | 60.2k $1.8m | Added +23.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 60.2k $1.8m | Reduced -101.4k |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 59.9k $1.8m | Reduced -231 |
| STATE STREET CORP 0.00% of their portfolio | 58.0k $1.8m | Reduced -794 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 55.4k $1.7m | Reduced -12.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 55.3k $1.7m | Added +4.3k |
| Man Group plc 0.00% of their portfolio | 51.3k $1.6m | New |
| Vident Advisory, LLC 0.05% of their portfolio | 50.6k $1.5m | First filing |
| CastleKnight Management LP 0.26% of their portfolio | 49.4k $1.5m | New |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 47.3k $1.4m | Unchanged |
| Advisory Services Network, LLC 0.04% of their portfolio | 47.0k $1.4m | Added +6.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 46.9k $1.4m | Reduced -50.4k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 46.0k $1.4m | Reduced -1.4k |
| Y.D. More Investments Ltd 0.26% of their portfolio | 44.0k $1.3m | New |
| BARCLAYS PLC 0.00% of their portfolio | 43.6k $1.3m | Reduced -402 |
| PEAK6 Investments LLC 0.06% of their portfolio | 43.1k $1.3m | Added +31.5k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 43.0k $1.3m | Reduced -7.6k |
| NAVELLIER & ASSOCIATES INC 0.22% of their portfolio | 42.6k $1.3m | Added +11.0k |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 42.3k $1.3m | Added +6.3k |
| DELPHI MANAGEMENT INC /MA/ 1.22% of their portfolio | 38.9k $1.2m | Added +22.9k |
| Trexquant Investment LP 0.03% of their portfolio | 37.2k $1.1m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 35.8k $1.1m | Added +32.4k |
| LEWIS CAPITAL MANAGEMENT, LLC 1.70% of their portfolio | 35.6k $1.1m | Reduced -350 |
| SIMPLEX TRADING, LLC 0.04% of their portfolio | 35.5k $1.1m | Added +17.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 34.5k $1.1m | Added +868 |
| GHP Investment Advisors, Inc. 0.05% of their portfolio | 34.3k $891.9k | Unchanged |
| State of New Jersey Common Pension Fund D 0.00% of their portfolio | 33.2k $1.0m | Unchanged |
| EQUITABLE TRUST CO 0.08% of their portfolio | 33.1k $1.0m | Unchanged |
| Woodline Partners LP 0.01% of their portfolio | 32.9k $1.0m | Added +2.1k |
| Jump Financial, LLC 0.04% of their portfolio | 31.3k $957.5k | Reduced -80.1k |
| ADVISORY RESEARCH INC 0.13% of their portfolio | 31.1k $951.2k | Reduced -26.5k |
| Dana Investment Advisors, Inc. 0.05% of their portfolio | 30.8k $942.2k | Reduced -2.6k |
| Yorktown Management & Research Co Inc 1.04% of their portfolio | 30.3k $928.1k | Unchanged |
| JUNCTURE WEALTH STRATEGIES, LLC 0.45% of their portfolio | 30.2k $924.4k | Added +8.9k |
| THOROUGHBRED FINANCIAL SERVICES, LLC 0.08% of their portfolio | 27.7k $848.0k | Added +8.4k |
| Wakefield Asset Management LLLP 0.36% of their portfolio | 26.1k $798.6k | Reduced -3.4k |
| Stratos Wealth Partners, LTD. 0.02% of their portfolio | 25.8k $790.4k | Reduced -967 |
| TOWNSQUARE CAPITAL LLC 0.01% of their portfolio | 25.6k $784.7k | Reduced -31.8k |
| Paradiem, LLC 0.23% of their portfolio | 25.3k $775.1k | Added +9.3k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 24.7k $756.2k | Unchanged |
| Walleye Trading LLC 0.02% of their portfolio | 22.0k $672.7k | New |
| Nebula Research & Development LLC 0.35% of their portfolio | 21.7k $665.4k | Added +1.4k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 21.5k $658.6k | Reduced -2.5k |