Research Solutions Ownership | Who Owns Research Solutions?
Research Solutions Ownership Summary
Research Solutions is owned by 40.88% institutional investors, 24.02% insiders, and 35.10% retail investors. Needham investment management is the largest institutional shareholder, holding 9.08% of RSSS shares. Needham Aggressive Growth Retail is the top mutual fund, with 8.83% of its assets in Research Solutions shares.
RSSS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Research Solutions | 40.88% | 24.02% | 35.10% |
| Sector | Technology Stocks | 52.67% | 10.52% | 36.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Needham investment management | 2.73M | 9.08% | $6.95M |
| Cove street capital | 2.62M | 8.74% | $9.09M |
| Vanguard group | 1.17M | 3.89% | $2.98M |
| Essex investment management | 669.42K | 2.23% | $1.71M |
| Bard associates | 618.27K | 2.06% | $1.58M |
| Punch & associates investment management | 613.50K | 2.04% | $1.56M |
| Perritt capital management | 405.20K | 1.35% | $1.03M |
| Parthenon | 366.28K | 1.22% | $934.02K |
| Royal bank of canada | 339.70K | 1.13% | $866.00K |
| Hodges capital management | 317.63K | 1.06% | $809.97K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cove street capital | 2.62M | 6.53% | $9.09M |
| Bard associates | 618.27K | 0.60% | $1.58M |
| Needham investment management | 2.73M | 0.57% | $6.95M |
| Perritt capital management | 405.20K | 0.56% | $1.03M |
| Essex investment management | 669.42K | 0.32% | $1.71M |
| Ridgewood investments | 124.94K | 0.16% | $318.59K |
| 4thought financial group | 84.19K | 0.13% | $214.67K |
| Parthenon | 366.28K | 0.12% | $934.02K |
| Punch & associates investment management | 613.50K | 0.09% | $1.56M |
| Legato capital management | 228.78K | 0.08% | $583.39K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Needham investment management | 2.73M | 0.57% | 712.50K |
| Essex investment management | 669.42K | 0.32% | 492.03K |
| Legato capital management | 228.78K | 0.08% | 193.91K |
| Punch & associates investment management | 613.50K | 0.09% | 161.90K |
| Luxor capital group, lp | 161.26K | 0.03% | 161.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cove street capital | 2.62M | 6.53% | -810.80K |
| Jane street group | - | - | -22.02K |
| Fmr | - | - | -9.00K |
| Acadian asset management | 31.44K | 0.00% | -8.39K |
| Blackrock | 59.84K | - | -3.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Luxor capital group, lp | 161.26K | 0.03% | 161.26K | $411.22K |
| Hightower advisors | 38.28K | 0.00% | 38.28K | $98.00K |
| Spire wealth management | 11.69K | 0.00% | 11.69K | $29.82K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -165.00 |
| Fmr | -9.00K |
| Jane street group | -22.02K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 36 | 9.09% | 12,406,442 | 8.86% | 40 | 2.84% | 17 | -22.73% | 11 | 83.33% |
| Jun 30, 2024 | 33 | 10.00% | 11,396,847 | 11.34% | 37 | 2.86% | 22 | 69.23% | 6 | -40.00% |
| Mar 31, 2024 | 30 | - | 10,236,088 | 10.15% | 36 | 3.33% | 13 | -35.00% | 10 | 150.00% |
| Dec 31, 2023 | 30 | 3.45% | 9,292,504 | 9.79% | 33 | 3.33% | 20 | 11.11% | 4 | -20.00% |
| Sep 30, 2023 | 29 | 7.41% | 8,463,582 | 22.50% | 31 | 4.79% | 18 | 28.57% | 5 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Needham Aggressive Growth Retail | 2.88M | 8.83% | 150.00K |
| Vanguard Total Stock Mkt Idx Inv | 846.89K | 2.60% | - |
| Cove Street Capital Small Cap Val Instl | 482.06K | 1.48% | 192.64K |
| Cove Classic Value Small Cap | 339.34K | 1.04% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 315.89K | 0.97% | - |
| Perritt MicroCap Opportunities Investor | 267.50K | 0.82% | - |
| Hodges Small Intrinsic Value Fund | 150.00K | 0.46% | - |
| Hodges Small Intrinsic Value Retail | 150.00K | 0.46% | - |
| Fidelity Extended Market Index | 133.59K | 0.41% | 13.15K |
| 1290 Essex Small Cap Growth I | 122.21K | 0.38% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 20, 2024 | Derycz Peter | - | Sell | $115.95K |
| Mar 22, 2024 | Derycz Peter | - | Sell | $7.34K |
| Mar 21, 2024 | Derycz Peter | - | Sell | $75.84K |
| Jan 23, 2024 | Derycz Peter | - | Sell | $31.17K |
| Jan 22, 2024 | Derycz Peter | - | Sell | $79.59K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 19 |
| 2023 Q4 | - | 9 |
RSSS Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools