IBEX Ownership | Who Owns IBEX?
IBEX Ownership Summary
IBEX is owned by 38.94% institutional investors, 11.89% insiders, and 49.18% retail investors. American century companies is the largest institutional shareholder, holding 7.66% of IBEX shares. American Century Small Cap Value Inv is the top mutual fund, with 4.94% of its assets in IBEX shares.
IBEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IBEX | 38.94% | 11.89% | 49.18% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| American century companies | 1.34M | 7.66% | $21.66M |
| Wellington management group llp | 780.00K | 4.47% | $12.62M |
| Royce & associates lp | 619.41K | 3.55% | $10.02M |
| Blackrock | 530.53K | 3.04% | $8.58M |
| Ameriprise financial | 492.86K | 2.82% | $7.97M |
| Kennedy capital management | 283.91K | 1.63% | $4.59M |
| Franklin resources | 267.89K | 1.53% | $4.33M |
| Boston partners | 222.10K | 1.27% | $3.59M |
| Dimensional fund advisors lp | 199.53K | 1.14% | $3.23M |
| State street | 178.93K | 1.02% | $2.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kennedy capital management | 283.91K | 0.10% | $4.59M |
| Cornercap investment counsel | 37.19K | 0.10% | $601.69K |
| Royce & associates lp | 619.41K | 0.09% | $10.02M |
| Globeflex capital l p | 25.42K | 0.04% | $411.33K |
| American century companies | 1.34M | 0.01% | $21.66M |
| Jacobs levy equity management | 70.74K | 0.00% | $1.14M |
| Boston partners | 222.10K | 0.00% | $3.59M |
| Engineers gate manager lp | 11.76K | 0.00% | $190.31K |
| Credit agricole s a | 50.00K | 0.00% | $809.00K |
| Panagora asset management | 48.69K | 0.00% | $787.80K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 492.86K | 0.00% | 76.65K |
| American century companies | 1.34M | 0.01% | 55.22K |
| Credit agricole s a | 50.00K | 0.00% | 50.00K |
| Jacobs levy equity management | 70.74K | 0.00% | 33.35K |
| Royal bank of canada | 35.72K | 0.00% | 26.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 96.05K | 0.00% | -54.81K |
| Private capital management | - | - | -53.67K |
| Denali advisors | - | - | -23.60K |
| Quadrature capital | - | - | -22.66K |
| Two sigma investments, lp | 57.16K | 0.00% | -20.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Credit agricole s a | 50.00K | 0.00% | 50.00K | $809.00K |
| Janus henderson group | 15.52K | 0.00% | 15.52K | $251.10K |
| Brandywine global investment management | 11.29K | 0.00% | 11.29K | $182.59K |
| Mirae asset global etfs | 4.88K | 0.00% | 4.88K | $78.97K |
| Corebridge financial | 4.83K | 0.00% | 4.83K | $78.08K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| First horizon advisors | -44.00 |
| Clear street markets | -251.00 |
| Citadel advisors | -300.00 |
| Metropolitan life insurance co/ny | -555.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 97 | 36.62% | 6,572,413 | 1.01% | 38 | 2.81% | 59 | 55.26% | 22 | -12.00% |
| Jun 30, 2024 | 71 | -5.33% | 6,506,547 | 1.02% | 37 | 2.87% | 38 | -5.00% | 25 | 13.64% |
| Mar 31, 2024 | 75 | -9.64% | 6,440,980 | -47.25% | 36 | 0.77% | 40 | 11.11% | 22 | -43.59% |
| Dec 31, 2023 | 83 | -2.35% | 12,211,333 | 87.49% | 68 | 5.33% | 36 | -10.00% | 39 | 30.00% |
| Sep 30, 2023 | 85 | -6.59% | 6,512,890 | -0.70% | 35 | 2.76% | 40 | -33.33% | 30 | 30.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Century Small Cap Value Inv | 830.10K | 4.94% | -194.16K |
| American Century U.S. Small Cap Value | 830.10K | 4.94% | -194.16K |
| Columbia Small Cap Value I A | 284.62K | 1.70% | - |
| Columbia Small Cap Value I | 284.62K | 1.69% | 10.00K |
| iShares Russell 2000 ETF | 243.24K | 1.45% | -546.00 |
| Royce Small-Cap Fund Invmt | 231.27K | 1.38% | -10.60K |
| Royce Capital Small-Cap Inv | 218.68K | 1.30% | -48.02K |
| Putnam Small Cap Value Managed Account | 175.62K | 1.05% | -11.40K |
| Putnam Small Cap Value A | 175.62K | 1.05% | -11.40K |
| Putnam U.S. Small Cap Value Equity | 175.62K | 1.05% | -11.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 13, 2024 | PineBridge GEM II G.P., L.P. | - | Sell | $399.98K |
| Dec 13, 2024 | Keen Shuja | - | Sell | $82.90K |
| Dec 16, 2024 | Keen Shuja | - | Sell | $161.57K |
| Dec 12, 2024 | Keen Shuja | - | Sell | $202.81K |
| Dec 12, 2024 | Keen Shuja | - | Sell | $141.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 35 |
| 2024 Q3 | - | 49 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | - |
IBEX Ownership FAQ
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