Filing Research | PAR - PAR TECHNOLOGY CORP Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	MARATHON CAPITAL MANAGEMENT	Shares	80.0KSH	$1.4M
2	Walleye Partners, LLC	Shares	72.6KSH	$1.3M
3	Penbrook Management LLC	Shares	53.8KSH	$936.5K
4	Selective Wealth Management, Inc.	Shares	15.5KSH	$252.7K
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	14.0KSH	$244.7K
6	Police & Firemen's Retirement System of New Jersey	Shares	13.8KSH	$239.8K
7	Versant Capital Management, Inc	Shares	5.1KSH	$89.0K
8	Central Pacific Bank - Trust Division	Shares	4.5KSH	$78.4K
9	SBI Okasan Asset Management Co.Ltd.	Shares	4.5KSH	$77.7K
10	GAMMA Investing LLC	Shares	1.7KSH	$30.1K
11	Mountain Hill Investment Partners Corp.	Shares	1.5KSH	$26.1K
12	IFP Advisors, Inc	Shares	1.0KSH	$17.9K
13	Owl Creek Wealth Partners LLC	Shares	630SH	$11.0K
14	LRI Investments, LLC	Shares	608SH	$10.6K
15	EverSource Wealth Advisors, LLC	Shares	355SH	$6.2K
16	Farther Finance Advisors, LLC	Shares	326SH	$5.7K
17	SBI Securities Co., Ltd.	Shares	174SH	$3.0K
18	MassMutual Private Wealth & Trust, FSB	Shares	160SH	$2.8K
19	BARRETT & COMPANY, INC.	Shares	150SH	$2.6K
20	SIGNATUREFD, LLC	Shares	147SH	$2.6K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	24SH	$441
22	SJS Investment Consulting Inc.	Shares	3SH	$53

Manager changes2026-06-30 vs 2026-03-31

27 / 27 loaded

#		Instrument
1	Penbrook Management LLC added	Shares	+18.0K	+$459.6K	$936.5K
2	Walleye Partners, LLC unchanged	Shares	0	+$297.0K	$1.3M
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+14.0K	+$244.7K	$244.7K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+2.7K	+$92.7K	$239.8K
5	Versant Capital Management, Inc added	Shares	+3.9K	+$73.0K	$89.0K
6	MARATHON CAPITAL MANAGEMENT trimmed	Shares	-20.9K	+$48.8K	$1.4M
7	Selective Wealth Management, Inc. added	Shares	+22	+$46.4K	$252.7K
8	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$19.9K	$77.7K
9	Central Pacific Bank - Trust Division unchanged	Shares	0	+$18.4K	$78.4K
10	Owl Creek Wealth Partners LLC new	Shares	+630	+$11.0K	$11.0K
11	Mountain Hill Investment Partners Corp. added	Shares	+300	+$10.1K	$26.1K
12	LRI Investments, LLC added	Shares	+492	+$9.0K	$10.6K
13	GAMMA Investing LLC added	Shares	+23	+$7.4K	$30.1K
14	EverSource Wealth Advisors, LLC added	Shares	+252	+$4.8K	$6.2K
15	Farther Finance Advisors, LLC added	Shares	+200	+$4.1K	$5.7K
16	MassMutual Private Wealth & Trust, FSB new	Shares	+160	+$2.8K	$2.8K
17	SBI Securities Co., Ltd. unchanged	Shares	0	+$712	$3.0K
18	BARRETT & COMPANY, INC. unchanged	Shares	0	+$614	$2.6K
19	SIGNATUREFD, LLC trimmed	Shares	-10	+$468	$2.6K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$133	$441
21	SJS Investment Consulting Inc. new	Shares	+3	+$53	$53
22	Handelsbanken Fonder AB exited	Shares	-13.8K	-$184	$0
23	True Wealth Design, LLC exited	Shares	-21	-$280	$0
24	Marquette Asset Management, LLC exited	Shares	-31	-$414	$0
25	Blue Trust, Inc. exited	Shares	-37	-$493	$0
26	Sound Income Strategies, LLC exited	Shares	-54	-$693	$0
27	IFP Advisors, Inc trimmed	Shares	-2.9K	-$34.1K	$17.9K