PRFT β€” PERFICIENT INC

Ownership history in ADVISOR PARTNERS II, LLC  Β·  3 quarters on record

AI Ownership Summary

ADVISOR PARTNERS II, LLC reported PERFICIENT INC (PRFT) in 3 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADVISOR PARTNERS II, LLC's position in PERFICIENT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
3 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADVISOR PARTNERS II, LLC held PRFT β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PRFT

As of 2024 Q4 β€” sorted by position size

Breakwater Investment Management 1.32% NorthCrest Asset Manangement, LLC 3Y 0.03% OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About ADVISOR PARTNERS II, LLC and PRFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADVISOR PARTNERS II, LLC reported owning PRFT?

ADVISOR PARTNERS II, LLC reported PRFT across 0 quarterly 13F filings.

What was the largest reported PRFT position in ADVISOR PARTNERS II, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for PRFT in ADVISOR PARTNERS II, LLC.

What is the latest reported PRFT position on this page?

The most recent filing on this page is 2023 Q2, when ADVISOR PARTNERS II, LLC reported 2,905 shares, equal to 0.01% of portfolio, with an estimated market value of $242K.

What does the chart on this PRFT ownership page compare?

The chart compares ADVISOR PARTNERS II, LLC's quarterly PRFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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