Kovack Advisors, Inc. CRNC CERENCE INC

Ownership history in Kovack Advisors, Inc.  ·  11 quarters on record

AI Ownership Summary

Kovack Advisors, Inc. reported CERENCE INC (CRNC) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows CRNC at 0.09% of the fund.

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 CRNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kovack Advisors, Inc.'s position in CERENCE 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
2026 Q1

CRNC was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Kovack Advisors, Inc. held CRNC — position size vs. price
% of Fund (quarterly)    CRNC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 253,386 +105,023 +70.8% 0.09% $1.7M 2026-05-13 $10.68
2025 Q4 ADDED 148,363 +13,058 +9.7% 0.12% $1.6M 2026-02-12 $7.94
2025 Q3 ADDED 135,305 +25,320 +23.0% 0.16% $1.7M 2025-11-10 $9.62
2025 Q2 ADDED 109,985 +69,130 +169.2% 0.11% $1.1M 2025-08-04 $8.56
2025 Q1 ADDED 40,855 +6,255 +18.1% 0.03% $323K 2025-05-06 $9.94
2024 Q4 REDUCED 63.3% +0.6% 34,600 -59,650 -63.3% 0.03% $272K 2025-02-05 $13.10
2024 Q3 REDUCED 7.7% +157.1% 94,250 -7,900 -7.7% 0.03% $297K 2024-11-05 $3.12
2024 Q2 ADDED 102,150 +59,500 +139.5% 0.03% $289K 2024-08-05 $2.44
2024 Q1 ADDED 42,650 +12,100 +39.6% 0.08% $672K 2024-04-19 $10.35
2023 Q4 ADDED 30,550 +20,300 +198.0% 0.07% $601K 2024-02-02 $20.39
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kovack Advisors, Inc. and CRNC

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

How long has Kovack Advisors, Inc. reported owning CRNC?

Kovack Advisors, Inc. reported CRNC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CRNC position in Kovack Advisors, Inc.'s portfolio?

The largest reported portfolio weight for CRNC was 0.16% in 2025 Q3.

What is the latest reported CRNC position on this page?

The most recent filing on this page is 2026 Q1, when Kovack Advisors, Inc. reported 253,386 shares, equal to 0.09% of portfolio, with an estimated market value of $1.7M.

What does the chart on this CRNC ownership page compare?

The chart compares Kovack Advisors, Inc.'s quarterly CRNC 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.

How well did Kovack Advisors, Inc. time their CRNC position?

Based on 13F filing dates vs. subsequent CRNC price moves, Kovack Advisors, Inc. correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on CRNC relative to SPY over the holding period was -32.7%.

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