PINNACLE ASSOCIATES LTD IBEX — IBEX LTD

Ownership history in PINNACLE ASSOCIATES LTD  ·  8 quarters on record

AI Ownership Summary

PINNACLE ASSOCIATES LTD reported IBEX LTD (IBEX) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.1% in 2026 Q3. The latest visible filing shows IBEX at 0.10% 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.

What this IBEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PINNACLE ASSOCIATES LTD's position in IBEX LTD, 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 Q3

IBEX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q3

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.

IBEX stock page PINNACLE ASSOCIATES LTD fund profile PINNACLE ASSOCIATES LTD full holdings
How PINNACLE ASSOCIATES LTD held IBEX — position size vs. price
% of Fund (quarterly)    IBEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 208,027 +6,932 +3.4% 0.10% $9.0M 2026-10-20 $46.00
2026 Q2 ADDED — — — 201,095 +36,997 +22.5% 0.07% $6.1M 2026-08-03 $35.79
2026 Q1 ADDED — — — 164,098 +134,487 +454.2% 0.06% $4.4M 2026-04-22 $28.37
2025 Q4 ADDED — — — 29,611 +41 +0.1% 0.01% $1.1M 2026-02-05 $34.21
2025 Q3 REDUCED 18.4% -4.4% ✅ 29,570 -6,650 -18.4% 0.02% $1.2M 2025-11-13 $35.98
2025 Q2 ADDED — — — 36,220 +5,700 +18.7% 0.02% $1.1M 2025-08-04 $28.16
2025 Q1 UNCHANGED — — — 30,520 — 0% 0.01% $743K 2025-05-06 $25.85
2024 Q4 INITIATED — — — 30,520 — — 0.01% $656K 2025-02-14 $27.30

🏢 Other funds also holding IBEX

As of 2026 Q3 — sorted by position size

ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.61% Y-Intercept (Hong Kong) Ltd 3Y 0.02% Bullock Wealth Management Group 0.01% Essential Partners LLC 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Fortitude Family Office, LLC 0.0% Clark Wealth Partners 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About PINNACLE ASSOCIATES LTD and IBEX

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

How long has PINNACLE ASSOCIATES LTD reported owning IBEX?

PINNACLE ASSOCIATES LTD reported IBEX across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported IBEX position in PINNACLE ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for IBEX was 0.10% in 2026 Q3.

What is the latest reported IBEX position on this page?

The most recent filing on this page is 2026 Q3, when PINNACLE ASSOCIATES LTD reported 208,027 shares, equal to 0.10% of portfolio, with an estimated market value of $9.0M.

What does the chart on this IBEX ownership page compare?

The chart compares PINNACLE ASSOCIATES LTD's quarterly IBEX 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 PINNACLE ASSOCIATES LTD time their IBEX position?

Based on 13F filing dates vs. subsequent IBEX price moves, PINNACLE ASSOCIATES LTD correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on IBEX relative to SPY over the holding period was +17.6%.

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