POTBELLY CORP shareholder history

Current and past POTBELLY CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 40400.00%0.00%0.00%Q4 2013Q3 202387
Citadel Advisors 2350.00%0.00%0.02%Q4 2013Q3 202361
GOLDMAN SACHS GROUP INC 2410.00%0.00%0.00%Q3 2014Q3 202353
Walleye Trading LLC 1410.00%0.00%0.00%Q1 2014Q2 202152
BANK OF AMERICA CORP /DE/ 40400.00%0.00%0.00%Q4 2013Q3 202348
STATE STREET CORP 40400.00%0.00%0.00%Q4 2013Q3 202340
NORTHERN TRUST CORP 40400.00%0.00%0.00%Q4 2013Q3 202340
GEODE CAPITAL MANAGEMENT, LLC 40400.00%0.00%0.00%Q4 2013Q3 202340
WELLS FARGO & COMPANY/MN 40400.00%0.00%0.00%Q4 2013Q3 202340
MORGAN STANLEY 40400.00%0.00%0.03%Q4 2013Q3 202340
VANGUARD GROUP INC 40400.00%0.00%0.00%Q4 2013Q3 202340
Bank of New York Mellon Corp 3630.00%0.00%0.00%Q4 2013Q3 202339
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202338
North Star Investment Management Corp. 21170.00%0.00%0.00%Q1 2014Q3 202338
AMERICAN FINANCIAL GROUP INC 38380.06%0.18%0.27%Q2 2014Q3 202338
BlackRock Inc. 38380.00%0.00%0.00%Q2 2014Q3 202338
D. E. Shaw & Co., Inc. 2750.00%0.00%0.00%Q2 2014Q2 202237
ROYAL BANK OF CANADA 3010.00%0.00%0.00%Q1 2014Q3 202337
Renaissance Technologies 36360.00%0.02%0.04%Q4 2014Q3 202336
JPMORGAN CHASE & CO 2530.00%0.00%0.00%Q4 2013Q3 202335
Cutler Group LLC / CA 1030.00%0.00%0.02%Q4 2015Q3 202135
DIMENSIONAL FUND ADVISORS LP 34340.00%0.00%0.01%Q2 2015Q3 202334
CITIGROUP INC 1830.00%0.00%0.00%Q4 2013Q3 202333
BARCLAYS PLC 1610.00%0.00%0.00%Q4 2013Q3 202332
DEUTSCHE BANK AG\ 2620.00%0.00%0.00%Q4 2013Q3 202330
STEPHENS INC /AR/ 1310.00%0.00%0.01%Q4 2013Q3 202330
PANAGORA ASSET MANAGEMENT INC 30300.00%0.00%0.02%Q1 2014Q2 202130
MILLENNIUM MANAGEMENT LLC 1210.00%0.00%0.01%Q1 2014Q3 202330
Tower Research Capital LLC (TRC) 910.00%0.00%0.02%Q4 2013Q3 202330
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2630.00%0.00%0.00%Q4 2013Q3 202329
AMERICAN INTERNATIONAL GROUP, INC. 2620.00%0.00%0.00%Q4 2013Q3 202328
SALEM INVESTMENT COUNSELORS INC 1990.00%0.00%0.01%Q3 2016Q3 202328
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2620.00%0.00%0.00%Q4 2013Q3 202328
Invesco Ltd. 2410.00%0.00%0.00%Q2 2015Q3 202327
PNC FINANCIAL SERVICES GROUP, INC. 2070.00%0.00%0.00%Q1 2014Q1 202127
BNP PARIBAS FINANCIAL MARKETS 1710.00%0.00%0.00%Q4 2013Q3 202327
BANK OF MONTREAL /CAN/ 2240.00%0.00%0.00%Q4 2013Q3 202026
RHUMBLINE ADVISERS 2420.00%0.00%0.00%Q2 2014Q3 202326
Fortis Advisors, LLC 25250.00%0.13%0.41%Q3 2017Q3 202325
SIMPLEX TRADING, LLC 1010.00%0.00%0.02%Q1 2015Q3 202325
Ancora Advisors LLC 2310.02%0.33%0.84%Q1 2015Q3 202325
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2130.00%0.00%0.01%Q1 2017Q3 202324
TWO SIGMA INVESTMENTS, LP 1310.00%0.01%0.02%Q4 2013Q3 202324
BLAIR WILLIAM & CO/IL 24240.00%0.02%0.04%Q2 2014Q1 202024
NEW YORK STATE COMMON RETIREMENT FUND 2120.00%0.00%0.00%Q1 2015Q3 202323
CONFLUENCE INVESTMENT MANAGEMENT LLC 23230.02%0.06%0.08%Q2 2014Q4 201923
BRIDGEWAY CAPITAL MANAGEMENT, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.00%0.01%Q2 2014Q4 201923
Russell Investments Group, Ltd. 1010.00%0.00%0.01%Q4 2016Q3 202322
US BANCORP \DE\ 2020.00%0.00%0.00%Q1 2014Q4 201922
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.00%0.00%0.00%Q4 2013Q1 201922
VOYA INVESTMENT MANAGEMENT LLC 2020.00%0.00%0.00%Q2 2015Q3 202322
TEACHERS ADVISORS, LLC 22220.00%0.00%0.00%Q4 2013Q1 201922
Stephens Investment Management Group LLC 2010.12%0.36%0.81%Q4 2013Q1 201921
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1920.00%0.00%0.00%Q4 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
TWO SIGMA ADVISERS, LP 1410.00%0.01%0.01%Q4 2013Q3 202321
GSA CAPITAL PARTNERS LLP 1820.01%0.05%0.12%Q2 2014Q2 201920
Swiss National Bank 20200.00%0.00%0.00%Q2 2014Q1 201920
PEAK6 Group LLC 310.00%0.00%0.00%Q1 2014Q2 201819
CREDIT SUISSE AG/ 1310.00%0.00%0.00%Q1 2014Q1 201919
METROPOLITAN LIFE INSURANCE CO/NY 1510.00%0.00%0.00%Q4 2013Q3 202319
PRELUDE CAPITAL MANAGEMENT, LLC 1810.00%0.02%0.06%Q4 2014Q2 202019
Spark Investment Management LLC 820.02%0.10%0.22%Q4 2014Q4 201918
Legal & General Group Plc 1620.00%0.00%0.00%Q2 2016Q3 202318
JACOBS LEVY EQUITY MANAGEMENT, INC 1410.00%0.03%0.07%Q4 2014Q4 202118
TUDOR INVESTMENT CORP ET AL 1020.00%0.01%0.03%Q2 2014Q3 201918
ROTHSCHILD INVESTMENT LLC /IL 17170.03%0.29%0.49%Q3 2014Q3 201817
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1250.00%0.00%0.00%Q4 2014Q1 202017
IFP Advisors, Inc 17170.00%0.00%0.00%Q3 2019Q3 202317
Alambic Investment Management, L.P. 1430.12%0.51%1.34%Q4 2015Q1 202017
ALLIANCEBERNSTEIN L.P. 1110.00%0.00%0.00%Q1 2015Q1 202017
Parallax Volatility Advisers, L.P. 610.00%0.00%0.00%Q2 2014Q4 201716
GROUP ONE TRADING, L.P. 510.00%0.00%0.01%Q4 2013Q3 202316
Nationwide Fund Advisors 16160.00%0.00%0.00%Q4 2013Q3 201716
VICTORY CAPITAL MANAGEMENT INC 1510.00%0.00%0.00%Q3 2019Q3 202316
Connor, Clark & Lunn Investment Management Ltd. 740.00%0.00%0.01%Q2 2018Q3 202315
ACADIAN ASSET MANAGEMENT LLC 710.00%0.00%0.01%Q2 2015Q3 202315
Ameritas Investment Partners, Inc. 1320.00%0.00%0.00%Q1 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
WEDGE CAPITAL MANAGEMENT L L P/NC 15150.01%0.01%0.01%Q3 2015Q1 201915
Olstein Capital Management, L.P. 15150.26%0.46%0.66%Q4 2013Q2 201715
ADVISORY RESEARCH INC 910.01%0.10%0.22%Q1 2015Q3 202314
Mosaic Family Wealth, LLC 14140.00%0.00%0.00%Q4 2015Q1 201914
MENTA CAPITAL LLC 810.03%0.10%0.19%Q1 2015Q2 201914
BlackRock Fund Advisors 13130.00%0.00%0.00%Q4 2013Q4 201613
Trust Co 13130.00%0.00%0.00%Q2 2015Q2 201813
WILLIAM HARRIS INVESTORS INC 13131.20%3.48%4.69%Q4 2013Q4 201613
FEDERATED HERMES, INC. 1010.00%0.00%0.00%Q1 2015Q3 202313
AJ WEALTH STRATEGIES, LLC 13130.09%0.13%0.18%Q2 2020Q2 202313
BlackRock Institutional Trust Company, N.A. 13130.00%0.00%0.00%Q4 2013Q4 201613
GOFEN & GLOSSBERG LLC /IL/ 13130.00%0.00%0.00%Q4 2019Q4 202213
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
BESSEMER GROUP INC 540.00%0.00%0.00%Q1 2015Q2 201913
BlackRock Investment Management, LLC 13130.00%0.00%0.00%Q4 2013Q4 201613
Assenagon Asset Management S.A. 1120.00%0.01%0.04%Q3 2018Q3 202313
Archon Capital Management LLC 13131.35%2.35%4.35%Q3 2020Q3 202313
A.R.T. Advisors, LLC 210.00%0.01%0.03%Q4 2013Q4 201913
BLACKROCK ADVISORS LLC 13130.00%0.00%0.00%Q4 2013Q4 201613
LPL Financial LLC 660.00%0.00%0.00%Q1 2014Q1 201712
CLEARBRIDGE, LLC 12120.12%0.15%0.24%Q2 2014Q1 201712
Trexquant Investment LP 510.01%0.02%0.04%Q4 2014Q3 202112
Nierenberg Investment Management Company, Inc. 12120.21%10.39%17.02%Q4 2020Q3 202312
JANE STREET GROUP, LLC 310.00%0.00%0.01%Q1 2014Q1 202312
THOMAS WHITE INTERNATIONAL LTD 12120.00%0.00%0.00%Q2 2014Q1 201712
TRUST DEPARTMENT MB FINANCIAL BANK N A 12120.00%0.00%0.00%Q4 2013Q3 201612
Soviero Asset Management, LP 12120.53%3.22%7.72%Q4 2020Q3 202312
Creative Planning 840.00%0.00%0.00%Q4 2013Q2 201712
Oakworth Capital, Inc. 12120.00%0.01%0.02%Q4 2013Q3 201612
Advisor Group, Inc. 530.00%0.00%0.00%Q2 2016Q3 201912
Orchard Capital Management, LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
UBS AG 440.00%0.00%0.00%Q4 2013Q3 201411
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 11110.07%0.43%0.71%Q1 2021Q3 202311
Zuckerman Investment Group, LLC 11111.86%3.83%6.65%Q3 2014Q1 201711
HEARTLAND ADVISORS INC 11110.09%0.26%0.48%Q1 2021Q3 202311
KENNEDY CAPITAL MANAGEMENT LLC 11110.02%0.09%0.17%Q1 2018Q3 202011
KORNITZER CAPITAL MANAGEMENT INC /KS 11110.01%0.03%0.04%Q1 2014Q3 201611
D.A. DAVIDSON & CO. 11110.00%0.00%0.01%Q2 2014Q4 201611
Boston Partners 920.00%0.00%0.00%Q4 2018Q4 202211
First Eagle Investment Management, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Alyeska Investment Group, L.P. 820.01%0.07%0.26%Q4 2013Q2 201810
NICHOLAS COMPANY, INC. 10100.07%0.08%0.09%Q4 2016Q1 201910
FMR LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 820.00%0.01%0.01%Q1 2015Q4 201710
Parallel Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CMT TRADING LLC 10100.00%1.10%3.53%Q3 2017Q4 201910
Stone Ridge Asset Management LLC 10100.01%0.02%0.04%Q4 2017Q1 202010
Engineers Gate Manager LP 510.00%0.02%0.05%Q4 2014Q3 20239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 540.00%0.00%0.00%Q1 2020Q3 20239
FRANKLIN RESOURCES INC 990.01%0.01%0.01%Q4 2013Q4 20159
PRICE T ROWE ASSOCIATES INC /MD/ 990.00%0.00%0.00%Q1 2015Q1 20179
TEACHER RETIREMENT SYSTEM OF TEXAS 990.00%0.00%0.00%Q2 2014Q2 20169
MEEDER ASSET MANAGEMENT INC 610.00%0.00%0.00%Q1 2017Q1 20209
Valeo Financial Advisors, LLC 810.00%0.00%0.00%Q1 2018Q4 20209
Spot Trading L.L.C 220.00%0.00%0.00%Q4 2013Q4 20149
AMERIPRISE FINANCIAL INC 410.00%0.00%0.00%Q2 2014Q2 20229
Hoxton Financial, Inc. 990.00%0.00%0.00%Q1 2014Q1 20169
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
First Trust Capital Management L.P. 810.19%1.36%2.51%Q2 2017Q4 20199
Cubist Systematic Strategies, LLC 210.00%0.00%0.01%Q2 2015Q2 20238
Marcus Capital, LLC 880.61%1.06%1.40%Q4 2015Q3 20178
Advisory Services Network, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
Man Group plc 530.00%0.01%0.02%Q1 2018Q3 20238
RICE HALL JAMES & ASSOCIATES, LLC 880.11%0.12%0.14%Q2 2015Q1 20178
Blue Clay Capital Management, LLC 880.48%1.12%1.77%Q4 2014Q3 20168
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q2 2020Q3 20238
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 530.00%0.00%0.00%Q2 2016Q1 20198
Firestone Capital Management 880.00%0.00%0.00%Q4 2019Q3 20218
Engine Capital Management, LP 610.03%0.51%1.04%Q2 2017Q1 20208
Zurcher Kantonalbank (Zurich Cantonalbank) 880.00%0.00%0.00%Q2 2017Q1 20198
COMERICA BANK 710.00%0.02%0.04%Q3 2015Q3 20238
MARTINGALE ASSET MANAGEMENT L P 530.00%0.01%0.02%Q3 2016Q2 20198
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2016Q2 20208
TigerShark Management, LLC 440.00%2.20%5.02%Q2 2014Q1 20158
MetLife Investment Management, LLC 520.00%0.00%0.00%Q4 2017Q3 20237
MARSHALL WACE, LLP 310.00%0.01%0.02%Q1 2014Q3 20237
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q2 2016Q4 20177
Nuveen Asset Management, LLC 410.00%0.00%0.01%Q1 2015Q3 20237
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 610.00%0.00%0.00%Q4 2013Q3 20167
Walleye Capital LLC 310.00%0.01%0.02%Q2 2019Q3 20237
MUFG Americas Holdings Corp 770.00%0.00%0.00%Q2 2016Q4 20177
RAYMOND JAMES & ASSOCIATES 770.00%0.00%0.01%Q1 2014Q3 20157
Numeric Investors LLC 770.00%0.02%0.04%Q2 2016Q4 20177
Fondren Management LP 430.30%1.01%2.52%Q4 2017Q4 20197
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q1 2015Q4 20177
Squarepoint Ops LLC 210.00%0.00%0.01%Q4 2016Q1 20237
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.02%0.13%0.47%Q4 2014Q2 20177
MSI Financial Services Inc 520.00%0.00%0.00%Q1 2015Q4 20167
Chicago Partners Investment Group LLC 520.00%0.00%0.00%Q4 2016Q3 20187
OXFORD ASSET MANAGEMENT LLP 660.01%0.06%0.12%Q4 2015Q1 20176
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q1 2016Q2 20176
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.02%0.03%Q3 2016Q3 20236
AQR Capital Management 510.00%0.00%0.00%Q2 2016Q3 20236
Atria Investments, Inc 660.01%0.01%0.01%Q4 2017Q1 20196
Point72 Asset Management, L.P. 310.00%0.01%0.04%Q3 2014Q1 20236
JBF Capital, Inc. 660.02%0.03%0.04%Q1 2018Q2 20196
Glassman Wealth Services 510.00%0.00%0.00%Q4 2014Q1 20206
BlackRock Group LTD 660.00%0.00%0.00%Q3 2015Q4 20166
AlphaMark Advisors, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
Vivaldi Capital Management LP 510.05%0.25%1.00%Q1 2017Q4 20186
Prentice Capital Management, LP 660.44%3.76%8.64%Q2 2014Q3 20156
FineMark National Bank & Trust 660.00%0.00%0.00%Q3 2015Q4 20166
Exchange Capital Management, Inc. 660.00%0.00%0.00%Q4 2013Q1 20156
Municipal Employees' Retirement System of Michigan 330.00%0.01%0.02%Q1 2016Q2 20186
Hudson Bay Capital Management LP 660.01%0.02%0.07%Q1 2021Q2 20226
FIRST TRUST ADVISORS LP 410.00%0.00%0.00%Q1 2017Q3 20236
PDT Partners, LLC 510.01%0.03%0.06%Q3 2014Q2 20166
Alberta Investment Management Corp 410.00%0.00%0.01%Q3 2016Q1 20196
EQUITEC SPECIALISTS, LLC 550.01%0.03%0.05%Q3 2018Q3 20195
HighTower Advisors, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
FIRST NATIONAL BANK OF OMAHA 550.04%0.05%0.06%Q2 2016Q2 20175
Wealthspire Advisors, L.P. 550.00%0.00%0.00%Q4 2016Q4 20175
WINTON GROUP Ltd 550.00%0.00%0.01%Q3 2019Q3 20205
OCCUDO QUANTITATIVE STRATEGIES LP 320.01%0.01%0.02%Q2 2021Q2 20235
Highland Private Wealth Management 410.07%0.17%0.31%Q1 2016Q2 20175
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q3 2015Q1 20225
ALGERT GLOBAL LLC 550.05%0.38%0.66%Q2 2016Q2 20175
Tributary Capital Management, LLC 550.77%0.92%1.07%Q2 2016Q2 20175
DUBUQUE BANK & TRUST CO 550.00%0.01%0.04%Q1 2017Q1 20185
MACKAY SHIELDS LLC 550.00%0.01%0.01%Q2 2018Q2 20195
HAP Trading, LLC 310.00%0.00%0.00%Q4 2019Q2 20215
Abacus Wealth Partners, LLC 550.10%0.16%0.21%Q4 2020Q4 20215
Acrospire Investment Management LLC 550.01%0.04%0.08%Q2 2016Q2 20175
MACQUARIE GROUP LTD 550.00%0.00%0.00%Q4 2017Q4 20185
Aperio Group, LLC 210.00%0.00%0.00%Q1 2015Q2 20195
SHAKER INVESTMENTS LLC/OH 440.32%0.63%0.86%Q3 2016Q2 20174
Sculptor Capital LP 220.00%0.00%0.00%Q1 2014Q2 20144
HENNESSY ADVISORS INC 440.11%0.13%0.15%Q1 2016Q4 20164
BALYASNY ASSET MANAGEMENT L.P. 220.00%0.00%0.01%Q4 2014Q2 20174
Raffles Associates 440.39%0.77%1.10%Q4 2022Q3 20234
FIRST QUADRANT LLC/CA 310.00%0.01%0.01%Q1 2016Q1 20174
ClearBridge Investments 310.00%0.00%0.00%Q4 2015Q1 20174
CMT Asset Management Ltd 440.03%10.63%23.69%Q3 2017Q2 20184
BOLTON LP 220.19%0.27%0.35%Q1 2014Q2 20144
GLENMEDE TRUST CO NA 440.00%0.00%0.00%Q4 2015Q3 20164
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.02%0.06%Q1 2014Q2 20154
Dynamic Technology Lab Private Ltd 210.03%0.06%0.08%Q2 2015Q3 20184
PUTNAM INVESTMENTS LLC 440.00%0.00%0.01%Q1 2018Q4 20184
Paloma Partners Management Co 210.00%0.00%0.00%Q1 2016Q2 20204
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Quantitative Systematic Strategies LLC 310.03%0.05%0.06%Q4 2015Q2 20184
Penserra Capital Management LLC 440.00%0.01%0.01%Q4 2015Q3 20164
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STEVENS CAPITAL MANAGEMENT LP 310.01%0.01%0.01%Q2 2015Q4 20164
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 440.01%0.01%0.01%Q3 2021Q2 20224
WADDELL & REED FINANCIAL INC 440.00%0.01%0.01%Q3 2015Q2 20164
LOS ANGELES CAPITAL MANAGEMENT LLC 210.00%0.00%0.01%Q4 2018Q3 20234
BANQUE PICTET & CIE SA 440.00%0.01%0.01%Q1 2014Q4 20144
Jefferies Group LLC 310.00%0.00%0.01%Q2 2015Q4 20174
BBR PARTNERS, LLC 440.02%0.02%0.03%Q2 2014Q1 20154
FULLER & THALER ASSET MANAGEMENT, INC. 440.01%0.02%0.03%Q2 2019Q1 20204
TCW GROUP INC 440.01%0.01%0.01%Q4 2013Q3 20144
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2021Q2 20224
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q4 2013Q2 20143
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q4 2013Q1 20173
DUNCKER STREETT & CO INC 330.00%0.00%0.00%Q3 2014Q1 20153
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q1 2014Q1 20163
HARBOURVEST PARTNERS LLC 330.09%0.29%0.42%Q1 2015Q3 20153
THOMPSON DAVIS & CO., INC. 330.02%0.02%0.02%Q3 2015Q1 20163
EAM Investors, LLC 110.14%0.23%0.34%Q1 2016Q1 20233
Quantbot Technologies LP 110.00%0.00%0.01%Q2 2014Q2 20233
IndexIQ Advisors LLC 330.02%0.03%0.05%Q2 2017Q4 20173
Quantamental Technologies LLC 330.00%0.01%0.01%Q1 2019Q3 20193
DARK FOREST CAPITAL MANAGEMENT LP 330.00%0.00%0.00%Q3 2022Q1 20233
Kerrisdale Advisers, LLC 330.33%0.73%1.03%Q4 2015Q2 20163
INTEGRAL DERIVATIVES, LLC 210.00%0.00%0.00%Q1 2014Q4 20143
AMERICAN CENTURY COMPANIES INC 210.00%0.00%0.00%Q2 2020Q3 20233
HIGHBRIDGE CAPITAL MANAGEMENT LLC 330.00%0.01%0.01%Q4 2016Q2 20173
DELTEC ASSET MANAGEMENT LLC 330.02%0.03%0.05%Q3 2018Q1 20193
Calamos Advisors LLC 330.00%0.02%0.07%Q4 2013Q2 20143
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q4 2013Q2 20143
Gradient Investments LLC 330.00%0.02%0.05%Q2 2015Q4 20153
Airain ltd 110.01%0.02%0.03%Q2 2014Q1 20163
BOSTON ADVISORS LLC 330.01%0.01%0.02%Q2 2016Q4 20163
Alkeon Capital Management 330.22%0.28%0.39%Q4 2013Q2 20143
TIGER GLOBAL MANAGEMENT LLC 330.01%0.01%0.02%Q4 2013Q2 20143
Sterneck Capital Management, LLC 210.16%0.29%0.48%Q1 2015Q4 20153
Jump Financial, LLC 210.01%0.01%0.02%Q2 2021Q2 20233
Skylands Capital, LLC 330.08%0.09%0.12%Q2 2016Q4 20163
Gotham Asset Management, LLC 110.01%0.01%0.01%Q4 2013Q3 20213
Marshall Wace North America L.P. 110.00%0.01%0.02%Q4 2013Q4 20183
PRUDENTIAL FINANCIAL INC 210.00%0.00%0.00%Q1 2017Q3 20183
Campbell & CO Investment Adviser LLC 220.02%0.04%0.05%Q2 2023Q3 20232
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2021Q3 20232
TFS CAPITAL LLC 220.11%0.18%0.25%Q1 2016Q2 20162
AMALGAMATED BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Princeton Alpha Management LP 220.05%0.05%0.05%Q2 2015Q3 20152
PA Capital LLC 110.29%0.50%0.70%Q4 2018Q2 20192
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.01%Q3 2016Q1 20192
3G Capital Partners 220.58%0.69%0.81%Q1 2019Q2 20192
TPG Group Holdings (SBS) Advisors, Inc. 220.04%0.05%0.06%Q2 2014Q3 20142
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q4 2016Q1 20172
ALPS ADVISORS INC 220.00%0.00%0.00%Q1 2017Q2 20172
STRS OHIO 220.00%0.00%0.00%Q4 2013Q1 20142
Summit Global Investments 220.09%0.09%0.10%Q4 2018Q1 20192
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 220.00%0.00%0.00%Q3 2019Q4 20192
Verition Fund Management LLC 110.02%0.04%0.05%Q4 2013Q3 20142
OBERWEIS ASSET MANAGEMENT INC/ 220.16%0.17%0.17%Q1 2016Q2 20162
Piermont Capital Management Inc. 220.13%0.14%0.15%Q1 2017Q2 20172
Redwood Investments, LLC 220.07%0.11%0.15%Q1 2015Q2 20152
Hutchin Hill Capital, LP 110.01%0.01%0.02%Q3 2015Q4 20162
Point72 Hong Kong Ltd 220.00%0.00%0.00%Q4 2018Q1 20192
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2013Q1 20192
Potomac Capital Management, Inc. 110.40%0.62%0.85%Q4 2014Q3 20152
Omnia Family Wealth, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
SIGNATUREFD, LLC 110.00%0.00%0.01%Q4 2013Q2 20232
AdvisorNet Financial, Inc 220.01%0.01%0.01%Q2 2019Q3 20192
Manatuck Hill Partners, LLC 110.03%0.10%0.17%Q4 2013Q2 20212
B. Riley Financial, Inc. 220.48%1.08%1.68%Q4 2019Q1 20202
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
AlpInvest Partners B.V. 220.23%0.25%0.26%Q3 2015Q4 20152
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q4 2016Q1 20172
Hillsdale Investment Management Inc. 220.19%0.24%0.30%Q1 2023Q2 20232
AHL Partners LLP 220.01%0.01%0.02%Q4 2016Q1 20172
Quantum Financial Advisors, LLC 220.13%0.13%0.13%Q2 2022Q3 20222
SCHOLTZ & COMPANY, LLC 110.70%0.88%1.07%Q3 2017Q3 20182
Total Clarity Wealth Management, Inc. 220.09%0.14%0.19%Q2 2021Q3 20212
Grant Street Asset Management, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Magnetar Financial LLC 220.00%0.00%0.01%Q2 2018Q3 20182
Independent Portfolio Consultants, Inc. 220.21%0.22%0.23%Q1 2017Q2 20172
PEAK6 Investments LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
YALE UNIVERSITY 110.07%0.58%1.09%Q4 2014Q4 20172
Virtu Financial LLC 110.00%0.01%0.01%Q1 2018Q2 20202
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Caption Management, LLC 220.01%0.04%0.07%Q3 2019Q4 20192
Osborn Williams & Donohoe LLC 220.03%0.03%0.03%Q3 2017Q4 20172
AJO, LP 220.00%0.00%0.00%Q2 2018Q3 20182
SG Americas Securities, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
BAMCO INC /NY/ 220.02%0.02%0.02%Q4 2018Q1 20192
ADAMS STREET PARTNERS LLC 110.01%0.02%0.03%Q1 2015Q3 20152
MIZUHO SECURITIES USA LLC 110.00%0.01%0.01%Q4 2014Q4 20142
STATE OF MICHIGAN RETIREMENT SYSTEM 110.00%0.00%0.00%Q1 2015Q3 20152
Anchorage Capital Group, L.L.C. 220.03%0.03%0.04%Q4 2013Q1 20142
XTX Topco Ltd 220.02%0.02%0.03%Q2 2023Q3 20232
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 220.00%0.00%0.00%Q1 2017Q2 20172
Tyvor Capital LLC 220.13%0.14%0.14%Q2 2015Q3 20152
BlueCrest Capital Management Ltd 110.01%0.03%0.06%Q3 2017Q1 20182
Granite Investment Partners, LLC 220.01%0.02%0.03%Q2 2018Q3 20182
Quarry LP 220.00%0.00%0.01%Q1 2023Q2 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.01%0.01%0.02%Q3 2014Q4 20142
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q4 2014Q1 20152
Cornerstone Advisors, Inc. 110.00%0.02%0.03%Q3 2016Q2 20192
CASTLEARK MANAGEMENT LLC 220.09%0.11%0.14%Q1 2015Q2 20152
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q2 2016Q4 20162
Dorsey Wright & Associates 110.01%0.01%0.01%Q3 2021Q1 20232
Edge Wealth Management LLC 220.01%0.01%0.01%Q4 2013Q1 20142
TWO SIGMA SECURITIES, LLC 110.00%0.03%0.05%Q4 2016Q4 20172
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Cerity Partners LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Tygh Capital Management, Inc. 110.04%0.04%0.04%Q3 2015Q3 20151
CenterStar Asset Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
J. Goldman & Co LP 110.07%0.07%0.07%Q1 2015Q1 20151
Aquatic Capital Management LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Kessler Investment Group, LLC 110.95%0.95%0.95%Q4 2013Q4 20131
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SECOR Capital Advisors, LP 110.02%0.02%0.02%Q4 2018Q4 20181
Nantahala Capital Management 110.47%0.47%0.47%Q3 2014Q3 20141
ARMISTICE CAPITAL, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Coe Capital Management, LLC 110.13%0.13%0.13%Q2 2015Q2 20151
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2023Q1 20231
ADDISON CLARK MANAGEMENT, L.L.C. 112.07%2.07%2.07%Q2 2017Q2 20171
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Coatue Management 110.00%0.00%0.00%Q4 2019Q4 20191
Ground Swell Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Dumont Global LP 110.73%0.73%0.73%Q4 2019Q4 20191
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
MAZAMA CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q4 2013Q4 20131
Bayesian Capital Management, LP 110.13%0.13%0.13%Q1 2016Q1 20161
Raging Capital Management, LLC 110.18%0.18%0.18%Q1 2014Q1 20141
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2022Q3 20221
BERYLSON CAPITAL PARTNERS, LLC 111.21%1.21%1.21%Q1 2019Q1 20191
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Perimeter Capital Partners, LLC 110.61%0.61%0.61%Q2 2014Q2 20141
GROW Partners, LLC 119.40%9.40%9.40%Q1 2015Q1 20151
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
DRIEHAUS CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q1 2016Q1 20161
Ellevest, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Weiss Multi-Strategy Advisers LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Catamount Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
1060 Capital, LLC 111.03%1.03%1.03%Q3 2017Q3 20171
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Strengthening Families & Communities, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
LMR Partners LLP 110.00%0.00%0.00%Q1 2023Q1 20231
Lehman Financial Resources, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Nicholas Investment Partners, LP 110.05%0.05%0.05%Q2 2015Q2 20151
WELD CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q4 2019Q4 20191
FNY Managed Accounts LLC 110.18%0.18%0.18%Q4 2013Q4 20131
EAGLE ASSET MANAGEMENT INC 110.04%0.04%0.04%Q1 2014Q1 20141
AVIANCE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Quadrature Capital Ltd 110.00%0.00%0.00%Q1 2023Q1 20231
Platte River Capital LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Asset Management One Co., Ltd. 110.00%0.00%0.00%Q1 2019Q1 20191
Absoluto Partners Gestao de Recursos Ltda 110.58%0.58%0.58%Q2 2021Q2 20211
Point72 Middle East FZE 110.00%0.00%0.00%Q1 2023Q1 20231
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Absolute Return Capital, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Regis Management CO LLC 110.05%0.05%0.05%Q2 2014Q2 20141
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Teewinot Capital Advisers, L.L.C. 110.22%0.22%0.22%Q4 2013Q4 20131
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Rubric Capital Management, LLC 110.04%0.04%0.04%Q1 2015Q1 20151
Polar Asset Management Partners Inc. 110.22%0.22%0.22%Q1 2015Q1 20151
Leucadia National 110.00%0.00%0.00%Q1 2023Q1 20231
CADENCE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Financial Architects, Inc 110.00%0.00%0.00%Q1 2017Q1 20171
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2015Q4 20151
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2013Q4 20131
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
EverPoint Asset Management, LLC 110.12%0.12%0.12%Q4 2014Q4 20141
Herring Creek Capital Management, LLC 110.16%0.16%0.16%Q3 2014Q3 20141
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
OppenheimerFunds, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Ergoteles LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q1 2019Q1 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NORTHPOINTE CAPITAL LLC 110.05%0.05%0.05%Q1 2015Q1 20151
K2 PRINCIPAL FUND, L.P. 110.01%0.01%0.01%Q1 2018Q1 20181
ASCEND CAPITAL, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 110.52%0.52%0.52%Q3 2019Q3 20191
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
SCOPUS ASSET MANAGEMENT, L.P. 110.05%0.05%0.05%Q2 2015Q2 20151
CLEAR STREET MARKETS LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Kylin Management 110.80%0.80%0.80%Q2 2021Q2 20211
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2014Q1 20141
Pine River Capital Management L.P. 110.04%0.04%0.04%Q4 2013Q4 20131
Sonic Fund II, L.P. 110.82%0.82%0.82%Q2 2021Q2 20211
Granite Point Capital Management, L.P. 110.02%0.02%0.02%Q3 2020Q3 20201
Yarra Square Partners LP 110.88%0.88%0.88%Q2 2021Q2 20211
CI Global Investments Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
HAMILTON LANE ADVISORS LLC 110.51%0.51%0.51%Q2 2015Q2 20151
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.04%0.04%Q2 2015Q2 20151
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q2 2023Q2 20231
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q2 2014Q2 20141
WHITEBOX ADVISORS LLC 110.06%0.06%0.06%Q4 2014Q4 20141
External links

This page lists all the filers that currently own POTBELLY CORP or have owned POTBELLY CORP in the past.