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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 5.34 M | $300.62 M | -0.47% | 15.67% |
| 05/10/2024 | VANGUARD GROUP INC | 4.34 M | $244.38 M | 1.17% | 12.74% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 1.85 M | $104.28 M | -4.79% | 5.44% |
| 04/11/2024 | CONGRESS ASSET MANAGEMENT CO /MA | 1.40 M | $78.87 M | 5.34% | 4.10% |
| 05/15/2024 | STATE STREET CORP | 1.38 M | $77.42 M | 2.65% | 4.04% |
| 05/15/2024 | MORGAN STANLEY | 1.24 M | $70.08 M | 2.07% | 3.65% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 1.11 M | $62.72 M | -1.89% | 3.27% |
| 05/13/2024 | FMR LLC | 1.11 M | $62.55 M | 12.97% | 3.26% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 989,745 | $55.71 M | 3.25% | 2.90% |
| 05/03/2024 | GENEVA CAPITAL MANAGEMENT LLC | 945,209 | $53.21 M | -0.75% | 2.77% |
| 05/15/2024 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 815,920 | $45.93 M | -14.51% | 2.39% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 770,260 | $43.36 M | 3.21% | 2.26% |
| 05/08/2024 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 554,067 | $31.19 M | -0.05% | 1.62% |
| 05/14/2024 | NORTHERN TRUST CORP | 485,366 | $27.32 M | -0.36% | 1.42% |
| 05/09/2024 | LORD, ABBETT & CO. LLC | 468,466 | $26.37 M | 1.72% | 1.37% |
| 05/15/2024 | ROYAL BANK OF CANADA | 454,004 | $25.56 M | -12.63% | 1.33% |
| 05/14/2024 | SCHRODER INVESTMENT MANAGEMENT GROUP | 392,343 | $22.08 M | 13.43% | 1.15% |
| 04/11/2024 | MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 384,256 | $21.63 M | -0.95% | 1.13% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 364,068 | $20.49 M | -9.39% | 1.07% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 353,109 | $19.88 M | 3.15% | 1.04% |
| 05/09/2024 | ABRDN PLC | 314,566 | $17.71 M | -19.22% | 0.92% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 308,353 | $17.36 M | 38.09% | 0.90% |
| 05/14/2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 298,470 | $16.80 M | 12.28% | 0.87% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 280,454 | $15.79 M | -4.71% | 0.82% |
| 04/18/2024 | MCRAE CAPITAL MANAGEMENT INC | 262,923 | $14.80 M | 9.63% | 0.77% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 250,383 | $14.09 M | 40.38% | 0.73% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 219,933 | $12.38 M | 16.38% | 0.65% |
| 05/08/2024 | PEMBROKE MANAGEMENT, LTD | 217,693 | $12.25 M | 5.95% | 0.64% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 191,076 | $10.76 M | -0.05% | 0.56% |
| 05/15/2024 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 182,957 | $10.30 M | -23.36% | 0.54% |
| 04/18/2024 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 157,396 | $8.86 M | 36.63% | 0.46% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 153,076 | $8.62 M | -3.94% | 0.45% |
| 05/14/2024 | INVESCO LTD. | 145,640 | $8.20 M | -3.89% | 0.43% |
| 05/08/2024 | EMERALD ADVISERS, LLC | 130,116 | $7.32 M | -0.03% | 0.38% |
| 05/10/2024 | JPMORGAN CHASE & CO | 126,890 | $7.14 M | -7.44% | 0.37% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 111,742 | $6.29 M | 25.24% | 0.33% |
| 05/08/2024 | JACKSON SQUARE PARTNERS, LLC | 111,152 | $6.26 M | -2.95% | 0.33% |
| 05/02/2024 | NORDEA INVESTMENT MANAGEMENT AB | 108,544 | $5.99 M | -1.44% | 0.32% |
| 05/08/2024 | EMERALD MUTUAL FUND ADVISERS TRUST | 107,690 | $6.06 M | 0.00% | 0.32% |
| 05/09/2024 | RHUMBLINE ADVISERS | 104,302 | $5.87 M | -0.08% | 0.31% |
| 05/15/2024 | NOMURA HOLDINGS INC | 100,349 | $5.65 M | -11.38% | 0.29% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 97,472 | $5.49 M | 3.83% | 0.29% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 96,994 | $5.46 M | 0.69% | 0.28% |
| 05/08/2024 | GREAT LAKES ADVISORS, LLC | 90,640 | $5.10 M | -0.20% | 0.27% |
| 05/13/2024 | UBS GROUP AG | 90,200 | $5.08 M | 100.00% | 0.26% |
| 05/14/2024 | BLUE GROTTO CAPITAL, LLC | 90,000 | $5.07 M | -64.09% | 0.26% |
| 05/14/2024 | STATE OF WISCONSIN INVESTMENT BOARD | 87,491 | $4.92 M | -10.94% | 0.26% |
| 05/15/2024 | JANUS HENDERSON GROUP PLC | 84,997 | $4.78 M | 5.71% | 0.25% |
| 05/06/2024 | LEITH WHEELER INVESTMENT COUNSEL LTD. | 81,250 | $4.57 M | 100.00% | 0.24% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 79,572 | $4.48 M | -6.07% | 0.23% |
A. During the previous two years, 396 institutional investors and hedge funds held shares of Perficient, Inc.. The most heavily invested institutionals were:
FIRST HAWAIIAN BANK: 0
BlackRock Inc.: 5.34 M
VANGUARD GROUP INC: 4.34 M
WELLINGTON MANAGEMENT GROUP LLP: 1.85 M
CONGRESS ASSET MANAGEMENT CO /MA: 1.4 M
STATE STREET CORP: 1.38 M
A. 94.67% of Perficient, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 50.80 M shares in the last 24 months. This purchase volume represents approximately $3.80 B in transactions.
