Potbelly Ownership 2024 | Who Owns Potbelly Now?
Institutional Ownership
70.64%
Insider Ownership
15.00%
Retail Ownership
14.36%
Institutional Holders
113.00
Potbelly Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 9.58% | 12.71% | 2,829,860 | - | - | 22,723,776 | Jun 30, 2024 |
| BLACKROCK INC. | 6.48% | 0.00% | 1,913,787 | 58,159 | 3.13% | 15,367,709 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.79% | 0.00% | 1,414,464 | 176,004 | 14.21% | 11,358,145 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 4.33% | 0.02% | 1,278,854 | -105,594 | -7.63% | 10,269,198 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.21% | 0.58% | 1,243,130 | 7,575 | 0.61% | 9,982,334 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 3.42% | 0.02% | 1,011,328 | 152,200 | 17.72% | 8,120,964 | Jun 30, 2024 |
| WESTERN STANDARD LLC | 2.71% | 6.66% | 800,769 | 618,434 | 339.17% | 6,430,175 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 2.70% | 0.36% | 797,850 | 92,800 | 13.16% | 6,406,736 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 2.51% | 0.49% | 741,766 | -404,186 | -35.27% | 5,956,381 | Jun 30, 2024 |
| SOVIERO ASSET MANAGEMENT, LP | 2.48% | 3.57% | 732,000 | -574,700 | -43.98% | 5,877,960 | Jun 30, 2024 |
| ARCHON CAPITAL MANAGEMENT LLC | 2.37% | 4.56% | 701,017 | 238,346 | 51.52% | 5,629,167 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.99% | 0.00% | 587,148 | 54,022 | 10.13% | 4,715,699 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.69% | 0.00% | 499,767 | -45,812 | -8.40% | 4,012,709 | Jun 30, 2024 |
| STATE STREET CORP | 1.66% | 0.00% | 491,893 | -190 | -0.04% | 3,949,901,000 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.65% | 0.03% | 486,932 | 6,302 | 1.31% | 3,910,064 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 1.53% | 0.09% | 451,232 | 318,684 | 240.43% | 3,623,393 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.04% | 0.00% | 307,713 | 140,109 | 83.60% | 2,470,935 | Jun 30, 2024 |
| HODGES CAPITAL MANAGEMENT INC. | 0.99% | 0.16% | 293,570 | 177,100 | 152.06% | 2,357,368 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.96% | 0.07% | 283,267 | -232,733 | -45.10% | 2,274,634 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.74% | 0.00% | 218,734 | -31,390 | -12.55% | 1,756,434 | Jun 30, 2024 |
Potbelly's largest institutional shareholder is NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC., holding 9.58% of the company's total share outstanding, currently valued at $22.72M. The top 10 institutional shareholders own together 43.19% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 9.58% | 12.71% | 2,829,860 | - | - | 22,723,776 | Jun 30, 2024 |
| WESTERN STANDARD LLC | 2.71% | 6.66% | 800,769 | 618,434 | 339.17% | 6,430,175 | Jun 30, 2024 |
| ARCHON CAPITAL MANAGEMENT LLC | 2.37% | 4.56% | 701,017 | 238,346 | 51.52% | 5,629,167 | Jun 30, 2024 |
| SOVIERO ASSET MANAGEMENT, LP | 2.48% | 3.57% | 732,000 | -574,700 | -43.98% | 5,877,960 | Jun 30, 2024 |
| RAFFLES ASSOCIATES LP | 0.25% | 0.68% | 74,761 | - | - | 600,331 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.21% | 0.58% | 1,243,130 | 7,575 | 0.61% | 9,982,334 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 2.51% | 0.49% | 741,766 | -404,186 | -35.27% | 5,956,381 | Jun 30, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | 0.66% | 0.40% | 195,500 | 102,000 | 109.09% | 1,569,865 | Jun 30, 2024 |
| FORTIS ADVISORS, LLC | 0.24% | 0.37% | 69,969 | - | - | 561,851 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 2.70% | 0.36% | 797,850 | 92,800 | 13.16% | 6,406,736 | Jun 30, 2024 |
| HODGES CAPITAL MANAGEMENT INC. | 0.99% | 0.16% | 293,570 | 177,100 | 152.06% | 2,357,368 | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | 0.12% | 0.15% | 36,223 | 36,223 | 100.00% | 290,871 | Jun 30, 2024 |
| NEXT CENTURY GROWTH INVESTORS LLC | 0.57% | 0.11% | 169,108 | -130 | -0.08% | 1,357,937 | Jun 30, 2024 |
| NEXT LEVEL PRIVATE LLC | 0.09% | 0.10% | 26,853 | - | - | 215,630 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 1.53% | 0.09% | 451,232 | 318,684 | 240.43% | 3,623,393 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.96% | 0.07% | 283,267 | -232,733 | -45.10% | 2,274,634 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.02% | 0.06% | 5,265 | 2,715 | 106.47% | 42,278 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.40% | 0.06% | 119,048 | -266,359 | -69.11% | 955,955 | Jun 30, 2024 |
| ORCHARD CAPITAL MANAGEMENT, LLC | 0.07% | 0.05% | 20,888 | - | - | 167,731 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.30% | 0.05% | 87,768 | 1,647 | 1.91% | 705,000 | Jun 30, 2024 |
The largest Potbelly shareholder by % of total assets is NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.. The company owns 2.83M shares of Potbelly (PBPB), representing 12.71% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WESTERN STANDARD LLC | 2.71% | 6.66% | 800,769 | 618,434 | 339.17% | 6,430,175 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 1.53% | 0.09% | 451,232 | 318,684 | 240.43% | 3,623,393 | Jun 30, 2024 |
| ARCHON CAPITAL MANAGEMENT LLC | 2.37% | 4.56% | 701,017 | 238,346 | 51.52% | 5,629,167 | Jun 30, 2024 |
| HODGES CAPITAL MANAGEMENT INC. | 0.99% | 0.16% | 293,570 | 177,100 | 152.06% | 2,357,368 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.79% | 0.00% | 1,414,464 | 176,004 | 14.21% | 11,358,145 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 3.42% | 0.02% | 1,011,328 | 152,200 | 17.72% | 8,120,964 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.04% | 0.00% | 307,713 | 140,109 | 83.60% | 2,470,935 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.45% | 0.00% | 133,298 | 133,298 | 100.00% | 1,070,383 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.62% | 0.04% | 184,310 | 104,830 | 131.89% | 1,480,009 | Jun 30, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | 0.66% | 0.40% | 195,500 | 102,000 | 109.09% | 1,569,865 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 2.70% | 0.36% | 797,850 | 92,800 | 13.16% | 6,406,736 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.31% | 0.04% | 90,177 | 60,988 | 208.94% | 724,121 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.42% | 0.00% | 123,845 | 59,357 | 92.04% | 994,475 | Jun 30, 2024 |
| BLACKROCK INC. | 6.48% | 0.00% | 1,913,787 | 58,159 | 3.13% | 15,367,709 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.18% | 0.00% | 54,582 | 54,582 | 100.00% | 438,294 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.99% | 0.00% | 587,148 | 54,022 | 10.13% | 4,715,699 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.13% | 0.01% | 37,424 | 37,424 | 100.00% | 300,515 | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | 0.12% | 0.15% | 36,223 | 36,223 | 100.00% | 290,871 | Jun 30, 2024 |
| TECTONIC ADVISORS LLC | 0.19% | 0.03% | 54,929 | 32,511 | 145.02% | 441,080 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.38% | 0.00% | 111,214 | 29,747 | 36.51% | 893,048 | Jun 30, 2024 |
As of Jun 30 2024, Potbelly's largest institutional buyer is WESTERN STANDARD LLC. The company purchased 618.43K stocks of PBPB, valued at $6.43M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOVIERO ASSET MANAGEMENT, LP | 2.48% | 3.57% | 732,000 | -574,700 | -43.98% | 5,877,960 | Jun 30, 2024 |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 2.51% | 0.49% | 741,766 | -404,186 | -35.27% | 5,956,381 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.40% | 0.06% | 119,048 | -266,359 | -69.11% | 955,955 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.96% | 0.07% | 283,267 | -232,733 | -45.10% | 2,274,634 | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -199,337 | -100.00% | - | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.46% | 0.00% | 134,651 | -166,085 | -55.23% | 1,081,246 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.32% | 0.00% | 93,769 | -160,712 | -63.15% | 753,000 | Jun 30, 2024 |
| MILLRACE ASSET GROUP, INC. | - | - | - | -137,480 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 4.33% | 0.02% | 1,278,854 | -105,594 | -7.63% | 10,269,198 | Jun 30, 2024 |
| EAM INVESTORS, LLC | - | - | - | -67,231 | -100.00% | - | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -67,126 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.69% | 0.00% | 499,767 | -45,812 | -8.40% | 4,012,709 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.67% | 0.01% | 198,707 | -44,955 | -18.45% | 1,595,617 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -42,390 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.33% | 0.00% | 98,202 | -37,037 | -27.39% | 788,563 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -35,162 | -100.00% | - | Jun 30, 2024 |
| CALAMOS ADVISORS LLC | - | - | - | -31,915 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.74% | 0.00% | 218,734 | -31,390 | -12.55% | 1,756,434 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | - | - | - | -27,134 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -26,987 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Potbelly's biggest institutional seller is SOVIERO ASSET MANAGEMENT, LP. The company sold -0.57M shares of PBPB, valued at $5.88M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SQUAREPOINT OPS LLC | 0.45% | 0.00% | 133,298 | 133,298 | 100.00% | 1,070,383 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.18% | 0.00% | 54,582 | 54,582 | 100.00% | 438,294 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.13% | 0.01% | 37,424 | 37,424 | 100.00% | 300,515 | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | 0.12% | 0.15% | 36,223 | 36,223 | 100.00% | 290,871 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.10% | 0.00% | 28,400 | 28,400 | 100.00% | 228,052 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.06% | 0.00% | 18,157 | 18,157 | 100.00% | 145,801 | Jun 30, 2024 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 0.06% | 0.00% | 17,097 | 17,097 | 100.00% | 137,289 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 14,769 | 14,769 | 100.00% | 118,595 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.05% | 0.00% | 13,314 | 13,314 | 100.00% | 107,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 13,016 | 13,016 | 100.00% | 104,518 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.04% | 0.00% | 11,768 | 11,768 | 100.00% | 94,497 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.01% | - | 4,366 | 4,366 | 100.00% | 35,000 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.01% | 0.00% | 3,100 | 3,100 | 100.00% | 24,893 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 1,432 | 1,432 | 100.00% | 11,499 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | - | 270 | 270 | 100.00% | 2,168,000 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 35 | 35 | 100.00% | 744 | Jun 30, 2024 |
Potbelly's largest new institutional shareholder by number of shares is SQUAREPOINT OPS LLC, purchased 133.30K shares, valued at $1.07M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MANATUCK HILL PARTNERS, LLC | - | - | - | -199,337 | -100.00% | - | Jun 30, 2024 |
| MILLRACE ASSET GROUP, INC. | - | - | - | -137,480 | -100.00% | - | Jun 30, 2024 |
| EAM INVESTORS, LLC | - | - | - | -67,231 | -100.00% | - | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -67,126 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -42,390 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -35,162 | -100.00% | - | Jun 30, 2024 |
| CALAMOS ADVISORS LLC | - | - | - | -31,915 | -100.00% | - | Jun 30, 2024 |
| FEDERATED HERMES, INC. | - | - | - | -27,134 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -26,987 | -100.00% | - | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | - | - | - | -26,750 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -22,700 | -100.00% | - | Jun 30, 2024 |
| OPTIONS SOLUTIONS, LLC | - | - | - | -15,702 | -100.00% | - | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | - | - | - | -15,577 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -13,240 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -12,864 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -10,209 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -10,130 | -100.00% | - | Jun 30, 2024 |
| ADVISORSHARES INVESTMENTS LLC | - | - | - | -8,100 | -100.00% | - | Jun 30, 2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | - | -3,909 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -3,400 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -2,565 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,443 | -100.00% | - | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -407 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | - | - | -82 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
Potbelly's largest sold out institutional shareholder by shares sold is MANATUCK HILL PARTNERS, LLC, sold -0.20M shares, valued at -, as of undefined.
Potbelly Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| 180 DEGREE CAPITAL CORP. /NY/ | 2.38% | 1,159,208 | -257,198 | -18.16% | Mar 31, 2024 |
| HEARTLAND GROUP INC | 1.06% | 600,000 | -200,000 | -25.00% | Mar 31, 2024 |
| Vivaldi Opportunities Fund | 0.13% | 74,158 | - | - | Mar 31, 2020 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 21,880 | - | - | Mar 31, 2024 |
| FORUM FUNDS II | 0.01% | 12,026 | 12,026 | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 26,485 | 26,485 | - | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 92,948 | - | - | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 22,000 | - | - | Mar 28, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 47,663 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 68,220 | 2,063 | 3.12% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,050 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 76,700 | - | - | Mar 31, 2024 |
| Investment Managers Series Trust II | 0.01% | 66,298 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 946 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 30,400 | 30,389 | 276263.64% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,027,333 | -696,674 | -40.41% | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 8,100 | 5,491 | 210.46% | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 71,211 | -146 | -0.20% | Jan 31, 2024 |
| Capitol Series Trust | 0.00% | 14,239 | - | - | Jan 31, 2024 |
| TIFF INVESTMENT PROGRAM | 0.00% | 63,878 | 63,878 | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 37,064 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 222,116 | 2,145 | 0.98% | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 33,000 | -5,500 | -14.29% | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 106,566 | 106,566 | - | Jan 31, 2024 |
| LoCorr Investment Trust | 0.00% | 25,382 | -4,802 | -15.91% | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 22,890 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,155 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 4,210 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 18,626 | -1,278 | -6.42% | Mar 31, 2024 |
| Meeder Funds | 0.00% | 2,526 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 42,121 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 445,148 | 108,040 | 32.05% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 43,698 | 16,228 | 59.08% | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 300 | - | - | Dec 31, 2023 |
| Fidelity Rutland Square Trust II | 0.00% | 420,968 | 420,968 | - | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 173 | - | - | Apr 30, 2021 |
| Global X Funds | 0.00% | 14,278 | - | - | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 26,706 | -818 | -2.97% | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 8,630 | -2,901 | -25.16% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,135 | -358 | -23.98% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 51,349 | -6,473 | -11.19% | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 99,447 | -25,537 | -20.43% | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 22,043 | -853 | -3.73% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 592 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 3,341 | - | - | Mar 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 25,202 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 5,158 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 165,961 | 36,090 | 27.79% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 9,600 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 8,295 | 8,295 | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 11,325 | -256 | -2.21% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,688 | 210 | 14.21% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 4,609 | - | - | Feb 29, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 22,885 | 22,885 | - | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 120,444 | 15,048 | 14.28% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 238 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 928,773 | -26,667 | -2.79% | Mar 31, 2024 |
| FIRST EAGLE FUNDS | 0.00% | 737,222 | 10,716 | 1.48% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 632 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 5,762 | -10,632 | -64.85% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 43,237 | -645 | -1.47% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 10,017 | -40 | -0.40% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,000 | - | - | Mar 28, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 4,278 | -146 | -3.30% | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 4,033 | -167 | -3.98% | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,660 | - | - | Dec 31, 2023 |
| RYDEX DYNAMIC FUNDS | 0.00% | 118 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 8,282 | -25,096 | -75.19% | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 83,571 | - | - | Jan 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 67,330 | 16,390 | 32.18% | Dec 31, 2023 |
| EMPOWER FUNDS, INC. | 0.00% | 21,100 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 202 | -18 | -8.18% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 3,823 | 451 | 13.37% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 16 | - | - | Dec 31, 2023 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 2,796 | 347 | 14.17% | Jan 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 4,559 | - | - | Feb 29, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 36,114 | - | - | Mar 28, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 1,300 | 400 | 44.44% | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 48,200 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 8,856 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 23,960 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 893 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 2,957 | -12 | -0.40% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 478 | - | - | Feb 29, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 2,430 | 2,005 | 471.76% | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 12,730 | 1,250 | 10.89% | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 936 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 9,532 | -717 | -7.00% | Mar 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 79,865 | 24,110 | 43.24% | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 12,936 | 1,528 | 13.39% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 2,957 | - | - | Dec 31, 2023 |
| PACIFIC SELECT FUND | 0.00% | 9,171 | 1,536 | 20.12% | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 6,562 | - | - | Feb 29, 2024 |
| Bridge Builder Trust | 0.00% | 4,946 | 358 | 7.80% | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 5,346 | - | - | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 2,991 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 67 | 57 | 570.00% | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 3,270 | 551 | 20.26% | Jan 31, 2024 |
Potbelly's largest mutual fund holder by % of total assets is "180 DEGREE CAPITAL CORP. /NY/", owning 1.16M shares, compromising 2.38% of its total assets.
Potbelly Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 113 | -7.38% |
| 31 Mar, 24 | 122 | 25.77% |
| 31 Dec, 23 | 97 | 3.19% |
| 30 Sep, 23 | 94 | 6.82% |
| 30 Jun, 23 | 88 | 14.29% |
| 31 Mar, 23 | 77 | 42.59% |
| 31 Dec, 22 | 54 | 12.50% |
| 30 Sep, 22 | 48 | -4.00% |
| 30 Jun, 22 | 50 | 2.04% |
| 31 Mar, 22 | 49 | -9.26% |
| 31 Dec, 21 | 54 | -12.90% |
| 30 Sep, 21 | 62 | -16.22% |
| 30 Jun, 21 | 74 | 27.59% |
| 31 Mar, 21 | 58 | 13.73% |
| 31 Dec, 20 | 51 | 13.33% |
| 30 Sep, 20 | 45 | -15.09% |
| 30 Jun, 20 | 53 | -18.46% |
| 31 Mar, 20 | 65 | -14.47% |
| 31 Dec, 19 | 76 | 2.70% |
| 30 Sep, 19 | 74 | -9.76% |
| 30 Jun, 19 | 82 | -20.39% |
| 31 Mar, 19 | 103 | -1.90% |
| 31 Dec, 18 | 105 | -3.67% |
| 30 Sep, 18 | 109 | 1.87% |
| 30 Jun, 18 | 107 | 3.88% |
| 31 Mar, 18 | 103 | -1.90% |
| 31 Dec, 17 | 105 | 2.94% |
| 30 Sep, 17 | 102 | -21.54% |
| 30 Jun, 17 | 130 | -7.14% |
| 31 Mar, 17 | 140 | 0.72% |
| 31 Dec, 16 | 139 | 6.11% |
| 30 Sep, 16 | 131 | -0.76% |
| 30 Jun, 16 | 132 | 4.76% |
| 31 Mar, 16 | 126 | 12.50% |
| 31 Dec, 15 | 112 | -3.45% |
| 30 Sep, 15 | 116 | -8.66% |
| 30 Jun, 15 | 127 | 9.48% |
| 31 Mar, 15 | 116 | 3.57% |
| 31 Dec, 14 | 112 | 16.67% |
| 30 Sep, 14 | 96 | -9.43% |
| 30 Jun, 14 | 106 | 21.84% |
| 31 Mar, 14 | 87 | 10.13% |
| 31 Dec, 13 | 79 | - |
As of 30 Jun 24, 113 institutions are holding Potbelly's shares, representing a decrease of -7.38% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 20,874,697 | -0.51% |
| 31 Mar, 24 | 20,982,167 | 11.88% |
| 31 Dec, 23 | 18,754,389 | 3.97% |
| 30 Sep, 23 | 18,038,908 | -2.15% |
| 30 Jun, 23 | 18,435,996 | 9.22% |
| 31 Mar, 23 | 16,879,720 | 13.08% |
| 31 Dec, 22 | 14,927,061 | 1.62% |
| 30 Sep, 22 | 14,689,775 | -5.96% |
| 30 Jun, 22 | 15,620,168 | 1.15% |
| 31 Mar, 22 | 15,442,785 | 1.28% |
| 31 Dec, 21 | 15,247,403 | 3.69% |
| 30 Sep, 21 | 14,705,184 | -48.94% |
| 30 Jun, 21 | 28,799,086 | 98.86% |
| 31 Mar, 21 | 14,481,894 | 24.26% |
| 31 Dec, 20 | 11,654,336 | 5.82% |
| 30 Sep, 20 | 11,013,859 | 7.22% |
| 30 Jun, 20 | 10,272,172 | -22.96% |
| 31 Mar, 20 | 13,332,754 | -7.71% |
| 31 Dec, 19 | 14,445,940 | 7.80% |
| 30 Sep, 19 | 13,400,559 | -7.45% |
| 30 Jun, 19 | 14,479,779 | -16.46% |
| 31 Mar, 19 | 17,332,659 | -1.33% |
| 31 Dec, 18 | 17,565,520 | -7.15% |
| 30 Sep, 18 | 18,918,308 | 3.28% |
| 30 Jun, 18 | 18,318,228 | 2.57% |
| 31 Mar, 18 | 17,859,758 | 0.95% |
| 31 Dec, 17 | 17,692,017 | -2.69% |
| 30 Sep, 17 | 18,181,084 | -0.54% |
| 30 Jun, 17 | 18,278,953 | -0.48% |
| 31 Mar, 17 | 18,367,865 | 3.18% |
| 31 Dec, 16 | 17,801,338 | -0.11% |
| 30 Sep, 16 | 17,820,794 | 0.72% |
| 30 Jun, 16 | 17,693,404 | -1.04% |
| 31 Mar, 16 | 17,880,046 | 3.03% |
| 31 Dec, 15 | 17,354,163 | -4.52% |
| 30 Sep, 15 | 18,174,795 | 8.63% |
| 30 Jun, 15 | 16,730,151 | 10.99% |
| 31 Mar, 15 | 15,074,158 | 9.88% |
| 31 Dec, 14 | 13,718,331 | 2.32% |
| 30 Sep, 14 | 13,407,488 | 11.17% |
| 30 Jun, 14 | 12,059,986 | 49.80% |
| 31 Mar, 14 | 8,050,619 | 0.85% |
| 31 Dec, 13 | 7,982,705 | - |
Potbelly (PBPB) has 20.87M shares outstanding as of 30 Jun 24, down -0.51% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 70.64% | 1.37% |
| 31 Mar, 24 | 71.85% | 1.76% |
| 31 Dec, 23 | 63.96% | 1.68% |
| 30 Sep, 23 | 61.78% | 1.52% |
| 30 Jun, 23 | 63.78% | 1.87% |
| 31 Mar, 23 | 58.39% | 2.15% |
| 31 Dec, 22 | 52.15% | 1.99% |
| 30 Sep, 22 | 51.14% | 1.71% |
| 30 Jun, 22 | 54.68% | 1.85% |
| 31 Mar, 22 | 54.38% | 1.79% |
| 31 Dec, 21 | 55.16% | 2.04% |
| 30 Sep, 21 | 52.03% | 0.49% |
| 30 Jun, 21 | 102.93% | 3.30% |
| 31 Mar, 21 | 55.82% | 2.41% |
| 31 Dec, 20 | 48.12% | 2.28% |
| 30 Sep, 20 | 45.97% | 2.46% |
| 30 Jun, 20 | 43.21% | 1.36% |
| 31 Mar, 20 | 56.38% | 1.54% |
| 31 Dec, 19 | 60.57% | 1.90% |
| 30 Sep, 19 | 56.45% | 1.54% |
| 30 Jun, 19 | 60.56% | 1.17% |
| 31 Mar, 19 | 71.82% | 1.48% |
| 31 Dec, 18 | 69.78% | 1.25% |
| 30 Sep, 18 | 74.57% | 1.45% |
| 30 Jun, 18 | 71.69% | 1.42% |
| 31 Mar, 18 | 71.03% | 1.42% |
| 31 Dec, 17 | 70.64% | 1.33% |
| 30 Sep, 17 | 72.84% | 1.37% |
| 30 Jun, 17 | 73.02% | 1.36% |
| 31 Mar, 17 | 73.18% | 1.52% |
| 31 Dec, 16 | 69.47% | 1.39% |
| 30 Sep, 16 | 70.60% | 1.50% |
| 30 Jun, 16 | 68.53% | 1.48% |
| 31 Mar, 16 | 68.09% | 1.77% |
| 31 Dec, 15 | 61.97% | 1.46% |
| 30 Sep, 15 | 65.26% | 1.91% |
| 30 Jun, 15 | 58.51% | 2.15% |
| 31 Mar, 15 | 52.15% | 2.36% |
| 31 Dec, 14 | 46.97% | 2.25% |
| 30 Sep, 14 | 45.67% | 2.70% |
| 30 Jun, 14 | 41.10% | 5.39% |
| 31 Mar, 14 | 27.62% | 3.34% |
| 31 Dec, 13 | 28.74% | - |
As of 30 Jun 24, Potbelly is held by 70.64% institutional shareholders, representing a 1.37% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 61 | -12.86% |
| 31 Mar, 24 | 70 | 32.08% |
| 31 Dec, 23 | 53 | 47.22% |
| 30 Sep, 23 | 36 | -38.98% |
| 30 Jun, 23 | 59 | 13.46% |
| 31 Mar, 23 | 52 | 108.00% |
| 31 Dec, 22 | 25 | 8.70% |
| 30 Sep, 22 | 23 | 43.75% |
| 30 Jun, 22 | 16 | - |
| 31 Mar, 22 | 16 | -36.00% |
| 31 Dec, 21 | 25 | 25.00% |
| 30 Sep, 21 | 20 | -48.72% |
| 30 Jun, 21 | 39 | 77.27% |
| 31 Mar, 21 | 22 | 29.41% |
| 31 Dec, 20 | 17 | 6.25% |
| 30 Sep, 20 | 16 | -23.81% |
| 30 Jun, 20 | 21 | -22.22% |
| 31 Mar, 20 | 27 | -30.77% |
| 31 Dec, 19 | 39 | 21.88% |
| 30 Sep, 19 | 32 | -5.88% |
| 30 Jun, 19 | 34 | -17.07% |
| 31 Mar, 19 | 41 | -21.15% |
| 31 Dec, 18 | 52 | -7.14% |
| 30 Sep, 18 | 56 | 16.67% |
| 30 Jun, 18 | 48 | 17.07% |
| 31 Mar, 18 | 41 | -16.33% |
| 31 Dec, 17 | 49 | 25.64% |
| 30 Sep, 17 | 39 | -31.58% |
| 30 Jun, 17 | 57 | -29.63% |
| 31 Mar, 17 | 81 | 2.53% |
| 31 Dec, 16 | 79 | 31.67% |
| 30 Sep, 16 | 60 | -13.04% |
| 30 Jun, 16 | 69 | -4.17% |
| 31 Mar, 16 | 72 | 46.94% |
| 31 Dec, 15 | 49 | -23.44% |
| 30 Sep, 15 | 64 | -15.79% |
| 30 Jun, 15 | 76 | 4.11% |
| 31 Mar, 15 | 73 | 30.36% |
| 31 Dec, 14 | 56 | 5.66% |
| 30 Sep, 14 | 53 | -22.06% |
| 30 Jun, 14 | 68 | 36.00% |
| 31 Mar, 14 | 50 | -29.58% |
| 31 Dec, 13 | 71 | - |
61 institutional shareholders have increased their position in PBPB stock as of 30 Jun 24 compared to 70 in the previous quarter (a -12.86% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 32 | -13.51% |
| 31 Mar, 24 | 37 | 48.00% |
| 31 Dec, 23 | 25 | -16.67% |
| 30 Sep, 23 | 30 | 100.00% |
| 30 Jun, 23 | 15 | 114.29% |
| 31 Mar, 23 | 7 | -46.15% |
| 31 Dec, 22 | 13 | 44.44% |
| 30 Sep, 22 | 9 | -25.00% |
| 30 Jun, 22 | 12 | -20.00% |
| 31 Mar, 22 | 15 | 15.38% |
| 31 Dec, 21 | 13 | -45.83% |
| 30 Sep, 21 | 24 | 4.35% |
| 30 Jun, 21 | 23 | 27.78% |
| 31 Mar, 21 | 18 | - |
| 31 Dec, 20 | 18 | - |
| 30 Sep, 20 | 18 | -14.29% |
| 30 Jun, 20 | 21 | -12.50% |
| 31 Mar, 20 | 24 | 9.09% |
| 31 Dec, 19 | 22 | -21.43% |
| 30 Sep, 19 | 28 | -9.68% |
| 30 Jun, 19 | 31 | -22.50% |
| 31 Mar, 19 | 40 | 33.33% |
| 31 Dec, 18 | 30 | 7.14% |
| 30 Sep, 18 | 28 | 3.70% |
| 30 Jun, 18 | 27 | -10.00% |
| 31 Mar, 18 | 30 | - |
| 31 Dec, 17 | 30 | -25.00% |
| 30 Sep, 17 | 40 | -9.09% |
| 30 Jun, 17 | 44 | 41.94% |
| 31 Mar, 17 | 31 | -20.51% |
| 31 Dec, 16 | 39 | -2.50% |
| 30 Sep, 16 | 40 | 2.56% |
| 30 Jun, 16 | 39 | 18.18% |
| 31 Mar, 16 | 33 | - |
| 31 Dec, 15 | 33 | 10.00% |
| 30 Sep, 15 | 30 | 7.14% |
| 30 Jun, 15 | 28 | 27.27% |
| 31 Mar, 15 | 22 | -8.33% |
| 31 Dec, 14 | 24 | 71.43% |
| 30 Sep, 14 | 14 | 16.67% |
| 30 Jun, 14 | 12 | -14.29% |
| 31 Mar, 14 | 14 | - |
| 31 Dec, 13 | - | - |
32 institutional shareholders have reduced their position in PBPB stock as of 30 Jun 24 compared to 37 in the previous quarter (a -13.51% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 113 | -7.38% | 20,874,697 | -0.51% | 70.64% | 1.37% | 61 | -12.86% | 32 | -13.51% |
| 31 Mar, 24 | 122 | 25.77% | 20,982,167 | 11.88% | 71.85% | 1.76% | 70 | 32.08% | 37 | 48.00% |
| 31 Dec, 23 | 97 | 3.19% | 18,754,389 | 3.97% | 63.96% | 1.68% | 53 | 47.22% | 25 | -16.67% |
| 30 Sep, 23 | 94 | 6.82% | 18,038,908 | -2.15% | 61.78% | 1.52% | 36 | -38.98% | 30 | 100.00% |
| 30 Jun, 23 | 88 | 14.29% | 18,435,996 | 9.22% | 63.78% | 1.87% | 59 | 13.46% | 15 | 114.29% |
| 31 Mar, 23 | 77 | 42.59% | 16,879,720 | 13.08% | 58.39% | 2.15% | 52 | 108.00% | 7 | -46.15% |
| 31 Dec, 22 | 54 | 12.50% | 14,927,061 | 1.62% | 52.15% | 1.99% | 25 | 8.70% | 13 | 44.44% |
| 30 Sep, 22 | 48 | -4.00% | 14,689,775 | -5.96% | 51.14% | 1.71% | 23 | 43.75% | 9 | -25.00% |
| 30 Jun, 22 | 50 | 2.04% | 15,620,168 | 1.15% | 54.68% | 1.85% | 16 | - | 12 | -20.00% |
| 31 Mar, 22 | 49 | -9.26% | 15,442,785 | 1.28% | 54.38% | 1.79% | 16 | -36.00% | 15 | 15.38% |
| 31 Dec, 21 | 54 | -12.90% | 15,247,403 | 3.69% | 55.16% | 2.04% | 25 | 25.00% | 13 | -45.83% |
| 30 Sep, 21 | 62 | -16.22% | 14,705,184 | -48.94% | 52.03% | 0.49% | 20 | -48.72% | 24 | 4.35% |
| 30 Jun, 21 | 74 | 27.59% | 28,799,086 | 98.86% | 102.93% | 3.30% | 39 | 77.27% | 23 | 27.78% |
| 31 Mar, 21 | 58 | 13.73% | 14,481,894 | 24.26% | 55.82% | 2.41% | 22 | 29.41% | 18 | - |
| 31 Dec, 20 | 51 | 13.33% | 11,654,336 | 5.82% | 48.12% | 2.28% | 17 | 6.25% | 18 | - |
| 30 Sep, 20 | 45 | -15.09% | 11,013,859 | 7.22% | 45.97% | 2.46% | 16 | -23.81% | 18 | -14.29% |
| 30 Jun, 20 | 53 | -18.46% | 10,272,172 | -22.96% | 43.21% | 1.36% | 21 | -22.22% | 21 | -12.50% |
| 31 Mar, 20 | 65 | -14.47% | 13,332,754 | -7.71% | 56.38% | 1.54% | 27 | -30.77% | 24 | 9.09% |
| 31 Dec, 19 | 76 | 2.70% | 14,445,940 | 7.80% | 60.57% | 1.90% | 39 | 21.88% | 22 | -21.43% |
| 30 Sep, 19 | 74 | -9.76% | 13,400,559 | -7.45% | 56.45% | 1.54% | 32 | -5.88% | 28 | -9.68% |
| 30 Jun, 19 | 82 | -20.39% | 14,479,779 | -16.46% | 60.56% | 1.17% | 34 | -17.07% | 31 | -22.50% |
| 31 Mar, 19 | 103 | -1.90% | 17,332,659 | -1.33% | 71.82% | 1.48% | 41 | -21.15% | 40 | 33.33% |
| 31 Dec, 18 | 105 | -3.67% | 17,565,520 | -7.15% | 69.78% | 1.25% | 52 | -7.14% | 30 | 7.14% |
| 30 Sep, 18 | 109 | 1.87% | 18,918,308 | 3.28% | 74.57% | 1.45% | 56 | 16.67% | 28 | 3.70% |
| 30 Jun, 18 | 107 | 3.88% | 18,318,228 | 2.57% | 71.69% | 1.42% | 48 | 17.07% | 27 | -10.00% |
| 31 Mar, 18 | 103 | -1.90% | 17,859,758 | 0.95% | 71.03% | 1.42% | 41 | -16.33% | 30 | - |
| 31 Dec, 17 | 105 | 2.94% | 17,692,017 | -2.69% | 70.64% | 1.33% | 49 | 25.64% | 30 | -25.00% |
| 30 Sep, 17 | 102 | -21.54% | 18,181,084 | -0.54% | 72.84% | 1.37% | 39 | -31.58% | 40 | -9.09% |
| 30 Jun, 17 | 130 | -7.14% | 18,278,953 | -0.48% | 73.02% | 1.36% | 57 | -29.63% | 44 | 41.94% |
| 31 Mar, 17 | 140 | 0.72% | 18,367,865 | 3.18% | 73.18% | 1.52% | 81 | 2.53% | 31 | -20.51% |
| 31 Dec, 16 | 139 | 6.11% | 17,801,338 | -0.11% | 69.47% | 1.39% | 79 | 31.67% | 39 | -2.50% |
| 30 Sep, 16 | 131 | -0.76% | 17,820,794 | 0.72% | 70.60% | 1.50% | 60 | -13.04% | 40 | 2.56% |
| 30 Jun, 16 | 132 | 4.76% | 17,693,404 | -1.04% | 68.53% | 1.48% | 69 | -4.17% | 39 | 18.18% |
| 31 Mar, 16 | 126 | 12.50% | 17,880,046 | 3.03% | 68.09% | 1.77% | 72 | 46.94% | 33 | - |
| 31 Dec, 15 | 112 | -3.45% | 17,354,163 | -4.52% | 61.97% | 1.46% | 49 | -23.44% | 33 | 10.00% |
| 30 Sep, 15 | 116 | -8.66% | 18,174,795 | 8.63% | 65.26% | 1.91% | 64 | -15.79% | 30 | 7.14% |
| 30 Jun, 15 | 127 | 9.48% | 16,730,151 | 10.99% | 58.51% | 2.15% | 76 | 4.11% | 28 | 27.27% |
| 31 Mar, 15 | 116 | 3.57% | 15,074,158 | 9.88% | 52.15% | 2.36% | 73 | 30.36% | 22 | -8.33% |
| 31 Dec, 14 | 112 | 16.67% | 13,718,331 | 2.32% | 46.97% | 2.25% | 56 | 5.66% | 24 | 71.43% |
| 30 Sep, 14 | 96 | -9.43% | 13,407,488 | 11.17% | 45.67% | 2.70% | 53 | -22.06% | 14 | 16.67% |
| 30 Jun, 14 | 106 | 21.84% | 12,059,986 | 49.80% | 41.10% | 5.39% | 68 | 36.00% | 12 | -14.29% |
| 31 Mar, 14 | 87 | 10.13% | 8,050,619 | 0.85% | 27.62% | 3.34% | 50 | -29.58% | 14 | - |
| 31 Dec, 13 | 79 | - | 7,982,705 | - | 28.74% | - | 71 | - | - | - |
Potbelly Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Potbelly's stock was made by Nierenberg Investment Management Company, Inc. on Aug 07 2024, selling - shares at - per share (valued at -). The last insider buy of PBPB was made by Nierenberg Investment Management Company, Inc. on Aug 07 2024, buying 12,915 shares at $6.62 per share (worth $85.50K).
Potbelly Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 9 | 3 | 300.00% |
| Q2 2024 | 15 | 34 | 44.12% |
| Q1 2024 | 7 | 13 | 53.85% |
| Q4 2023 | - | 4 | - |
| Q3 2023 | 2 | 5 | 40.00% |
| Q2 2023 | 29 | 24 | 120.83% |
| Q1 2023 | 4 | 8 | 50.00% |
| Q4 2022 | 2 | 4 | 50.00% |
| Q3 2022 | 5 | 7 | 71.43% |
| Q2 2022 | 17 | 12 | 141.67% |
| Q1 2022 | - | 7 | - |
| Q4 2021 | 2 | 4 | 50.00% |
| Q3 2021 | 4 | 10 | 40.00% |
| Q2 2021 | 22 | 8 | 275.00% |
| Q1 2021 | 6 | 11 | 54.55% |
| Q4 2020 | 6 | 10 | 60.00% |
| Q3 2020 | 19 | 19 | 100.00% |
| Q2 2020 | 15 | 1 | 1500.00% |
| Q1 2020 | 2 | 6 | 33.33% |
| Q4 2019 | 2 | 2 | 100.00% |
9 total buy trades, and 3 total sell trades (buy/sell ratio of 3.00%) were made by Potbelly's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 9 | - | - |
| Q2 2024 | 4 | - | - |
| Q1 2024 | 2 | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | 2 | - | - |
| Q2 2023 | 4 | 1 | 400.00% |
| Q1 2023 | 1 | - | - |
| Q4 2022 | 2 | - | - |
| Q3 2022 | 5 | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 2 | - |
| Q4 2021 | 2 | - | - |
| Q3 2021 | 3 | 3 | 100.00% |
| Q2 2021 | - | 3 | - |
| Q1 2021 | - | 6 | - |
| Q4 2020 | - | 5 | - |
| Q3 2020 | 2 | 11 | 18.18% |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | 1 | - | - |
As of Q3 2024, Insider owners conducted 9 open market buy trades and 0 open market sell trades of Potbelly's stocks.
Potbelly Peer Ownership
PBPB Ownership FAQ
Who Owns Potbelly?
Potbelly is owned by institutional shareholders (70.64%), insiders (15.00%), and public (14.36%). The largest institutional shareholder of Potbelly is NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. (9.58% of total shares) and the top mutual fund owner is 180 DEGREE CAPITAL CORP. /NY/ (2.38% of total shares).
Who are the major institutional shareholders of Potbelly?
Potbelly's major institutional shareholders are NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC., BLACKROCK INC., VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The top five shareholders own together 29.37% of the company's share outstanding.
How many Potbelly shareholders are there?
As of Jun 2024, there are 113 institutional shareholders of Potbelly.
What percentage of Potbelly is owned by NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC?
NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC owns 2.83M shares of Potbelly, representing 9.58% of the company's total shares outstanding, valued at $22.72M (as of Jun 2024).
What percentage of Potbelly is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.91M shares of Potbelly (PBPB), compromising 6.48% of the company, valued at $15.37M.
What percentage of Potbelly is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Potbelly. The company owns 1.41M of the company's shares outstanding (worth $11.36M).