AppTech Payments Ownership | Who Owns AppTech Payments?
AppTech Payments Ownership Summary
AppTech Payments is owned by 5.73% institutional investors, 14.16% insiders, and 80.11% retail investors. Vanguard group is the largest institutional shareholder, holding 2.84% of APCX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.78% of its assets in AppTech Payments shares.
APCX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AppTech Payments | 5.73% | 14.16% | 80.11% |
| Sector | Technology Stocks | 52.78% | 10.49% | 36.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 640.54K | 2.84% | $602.10K |
| Geode capital management | 157.29K | 0.70% | $147.88K |
| Concurrent investment advisors | 52.00K | 0.23% | $48.88K |
| State street | 42.67K | 0.19% | $40.11K |
| Northern trust | 41.77K | 0.19% | $39.26K |
| Moss adams wealth advisors | 40.00K | 0.18% | $37.60K |
| Ubs group | 26.03K | 0.12% | $24.46K |
| Lpl financial | 20.20K | 0.09% | $18.99K |
| Integral investment advisors | 14.25K | 0.06% | $13.67K |
| Virtu financial | 10.44K | 0.05% | $10.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Moss adams wealth advisors | 40.00K | 0.01% | $37.60K |
| Integral investment advisors | 14.25K | 0.01% | $13.67K |
| Concurrent investment advisors | 52.00K | 0.00% | $48.88K |
| Wolff wiese magana | 2.00K | 0.00% | $1.88K |
| Virtu financial | 10.44K | 0.00% | $10.00K |
| Geneos wealth management | 2.00K | 0.00% | $1.88K |
| Tower research capital llc (trc) | 9.16K | 0.00% | $8.61K |
| Bank of america corp /de/ | 146.00 | - | $137.00 |
| Advisor group | 5.50K | - | $5.17K |
| Blackrock | 9.84K | - | $9.24K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 640.54K | - | 54.84K |
| Concurrent investment advisors | 52.00K | 0.00% | 52.00K |
| Geode capital management | 157.29K | - | 40.53K |
| Moss adams wealth advisors | 40.00K | 0.01% | 40.00K |
| Northern trust | 41.77K | - | 13.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Greenwich wealth management | - | - | -216.03K |
| Warberg asset management | - | - | -35.00K |
| Blackrock | 9.84K | - | -23.16K |
| Ubs group | 26.03K | - | -15.58K |
| Lpl financial | 20.20K | - | -5.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Concurrent investment advisors | 52.00K | 0.00% | 52.00K | $48.88K |
| Virtu financial | 10.44K | 0.00% | 10.44K | $10.00K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -108.00 |
| Larson financial group | -1.55K |
| Warberg asset management | -35.00K |
| Greenwich wealth management | -216.03K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 19 | 18.75% | 1,291,447 | 12.87% | 5 | 21.67% | 11 | 37.50% | 3 | - |
| Mar 31, 2024 | 16 | -5.88% | 1,144,215 | 7.51% | 5 | 16.05% | 8 | - | 3 | 50.00% |
| Dec 31, 2023 | 17 | 21.43% | 1,064,332 | 12.96% | 5 | 21.75% | 8 | 33.33% | 2 | - |
| Sep 30, 2023 | 14 | 7.69% | 942,240 | 34.80% | 5 | 33.26% | 6 | - | 2 | - |
| Jun 30, 2023 | 13 | -7.14% | 698,983 | -49.06% | 3 | 6.63% | 6 | -50.00% | 2 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 483.44K | 1.78% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 149.96K | 0.55% | - |
| Fidelity Extended Market Index | 122.92K | 0.45% | 17.33K |
| Fidelity Series Total Market Index | 27.95K | 0.10% | 9.81K |
| NT Ext Equity Mkt Idx Fd - L | 22.17K | 0.08% | - |
| Northern Trust Extended Eq Market Idx | 22.17K | 0.08% | - |
| Fidelity Total Market Index | 18.90K | 0.07% | - |
| NT Ext Equity Mkt Idx Fd - NL | 18.73K | 0.07% | - |
| NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 15.09K | 0.06% | 46.00 |
| Fidelity Nasdaq Composite Index | 8.07K | 0.03% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2022 Q4 | - | - |
| 2022 Q3 | - | - |
| 2022 Q2 | - | - |
APCX Ownership FAQ
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