$PHUN

$1.93 -$0.02 (1.28%) Close

$PHUN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 20.5M shares outstanding

Who owns PHUN?

By type of holder

Institutions 15.2% Insiders 2.6% Everyone else 82.2%

Concentration Top 10 holders own 26.4%

Goldenwise Capital Group Ltd 9.2% · Vanguard Capital Management LLC 4.4%

Institutional ownership

15.2%

+1.1 pts vs last qtr

Institutional holders

+4 vs last qtr

Net shares bought

+218.9K

by institutions in Q2 2026

New / sold out

8 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC NEW +56.9K
UBS Group AG +54.4K

Biggest sellers in Q2 2026

Simplex Trading, LLC SOLD OUT −94.7K
Geode Capital Management, LLC −6.8K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Phunware Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+747.8%

+191.17% a year

Each share's claim on the business

−88.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$502K vs $6.18M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years86% 3–5 years0% 1–3 years0% Under 1 year14%

Quarterly turnover

7.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PHUN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VC Vanguard Capital Management LLC	895.6K	4.38%	+12.1K (+1.4%)	≤2021	0.0%
Shares held by quarter Peak holding895.6K (Q2'26) Change over 8 quarters+895.6K Share of the company4.380% Vanguard Capital Management LLC's full portfolio →
UG UBS Group AG	730.6K	3.57%	+54.4K (+8.0%)	≤2021	0.0%
Shares held by quarter Peak holding730.6K (Q2'26) Change over 8 quarters+717.8K Share of the company3.570% UBS Group AG's full portfolio →

Vanguard Capital Management LLC

895.6K

% of company

4.38%

Change vs last qtr

+12.1K (+1.4%)

Held since

≤2021

UBS Group AG

730.6K

% of company

3.57%

Change vs last qtr

+54.4K (+8.0%)

Held since

≤2021

27 more super investors behind a free account

See every manager holding Phunware Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PHUN on Form N-PORT; together they hold 6.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.35M	656.6K	3.21%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$464K	226.1K	1.11%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.35M

% of company

3.21%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$464K

% of company

1.11%

% of the fund

0.00%

As of

June 30, 2026

10 more funds behind a free account

See every fund holding Phunware Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GC Goldenwise Capital Group Ltd 5%+ holder 13D · 9.1%	1.9M	9.20%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.200% Disclosed stake13D · 9.1% View the 13D/G filing →
HZ He Zhengxu 5%+ holder 13D · 2.6%	520.0K	2.54%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company2.540% Disclosed stake13D · 2.6% View the 13D/G filing →

Goldenwise Capital Group Ltd

5%+ holder13D · 9.1%

1.9M

% of company

9.20%

Change vs last qtr

—

Held since

—

He Zhengxu

5%+ holder13D · 2.6%

520.0K

% of company

2.54%

Change vs last qtr

—

Held since

—

6 more holders behind a free account

See every insider and 5%+ holder of Phunware Inc.

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