SIERRA SUMMIT ADVISORS LLC PSTG — PURE STORAGE INC

Ownership history in SIERRA SUMMIT ADVISORS LLC  ·  11 quarters on record

AI Ownership Summary

SIERRA SUMMIT ADVISORS LLC reported PURE STORAGE INC (PSTG) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.52% in 2026 Q2. The latest visible filing shows PSTG at 1.52% 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 PSTG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIERRA SUMMIT ADVISORS LLC's position in PURE STORAGE 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 Q2

PSTG was reported at 1.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

PSTG stock page SIERRA SUMMIT ADVISORS LLC fund profile SIERRA SUMMIT ADVISORS LLC full holdings
How SIERRA SUMMIT ADVISORS LLC held PSTG — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 173,086 +166,989 +2738.9% 1.52% $13.6M 2026-07-20 $72.31
2026 Q1 ADDED — — — 6,097 +1,675 +37.9% 0.05% $360K 2026-04-27 $73.97
2025 Q4 UNCHANGED — — — 4,422 — 0% 0.05% $296K 2026-02-06 $70.99
2025 Q3 REDUCED — — — 4,422 -75 -1.7% 0.06% $371K 2025-11-12 $88.59
2025 Q2 REDUCED — — — 4,497 -2,170 -32.5% 0.05% $259K 2025-08-12 $59.41
2025 Q1 REDUCED — — — 6,667 -1,800 -21.3% 0.06% $295K 2025-05-12 $53.34
2024 Q4 REDUCED — — — 8,467 -693 -7.6% 0.10% $520K 2025-02-13 $67.54
2024 Q3 ADDED — — — 9,160 +2,125 +30.2% 0.11% $460K 2024-11-13 $49.87
2024 Q2 ADDED — — — 7,035 +1,510 +27.3% 0.11% $452K 2024-08-09 $56.68
2024 Q1 REDUCED — — — 5,525 -1,395 -20.2% 0.08% $287K 2024-05-09 $54.11
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSTG

As of 2026 Q2 — sorted by position size

Sara-Bay Financial 3Y 4.15% Essential Investment Partners LLC 2.87% UNICOM Systems, Inc. 2.49% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 1.91% SYCOMORE ASSET MANAGEMENT 3Y 7Y 1.78% Ellsworth Advisors, LLC 3Y 0.82% Radnor Capital Management, LLC 3Y 7Y 0.54% Linden Thomas Advisory Services, LLC 3Y 0.5% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.47% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.45%

FAQ About SIERRA SUMMIT ADVISORS LLC and PSTG

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

How long has SIERRA SUMMIT ADVISORS LLC reported owning PSTG?

SIERRA SUMMIT ADVISORS LLC reported PSTG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PSTG position in SIERRA SUMMIT ADVISORS LLC's portfolio?

The largest reported portfolio weight for PSTG was 1.52% in 2026 Q2.

What is the latest reported PSTG position on this page?

The most recent filing on this page is 2026 Q2, when SIERRA SUMMIT ADVISORS LLC reported 173,086 shares, equal to 1.52% of portfolio, with an estimated market value of $13.6M.

What does the chart on this PSTG ownership page compare?

The chart compares SIERRA SUMMIT ADVISORS LLC's quarterly PSTG 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 SIERRA SUMMIT ADVISORS LLC time their PSTG position?

Based on 13F filing dates vs. subsequent PSTG price moves, SIERRA SUMMIT ADVISORS LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on PSTG relative to SPY over the holding period was +6.6%.

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