Phunware Ownership

PHUN Stock  USD 3.30  0.04  1.20%   
Phunware owns a total of 20.17 Million outstanding shares. Roughly 86.27 pct. of Phunware outstanding shares are held by general public with 0.55 % owned by insiders and only 13.18 (%) by third-party entities. Please note that no matter how many assets the company maintains, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2016-09-30
Previous Quarter
11 M
Current Value
201.7 K
Avarage Shares Outstanding
4.8 M
Quarterly Volatility
16.2 M
 
Covid
Some institutional investors establish a significant position in stocks such as Phunware in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Phunware, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Phunware. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
To learn how to invest in Phunware Stock, please use our How to Invest in Phunware guide.

Phunware Stock Ownership Analysis

About 13.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.64. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Phunware recorded a loss per share of 0.79. The entity had not issued any dividends in recent years. The firm had 1:50 split on the 27th of February 2024. Phunware, Inc., together with its subsidiaries, offers integrated software platform that equips companies with the products, solutions, and services to engage, manage, and monetize their mobile application portfolios in the United States and internationally. The company was founded in 2009 and is headquartered in Austin, Texas. Phunware operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 120 people. To find out more about Phunware contact Michael Snavely at 512-693-4199 or learn more at https://www.phunware.com.
Besides selling stocks to institutional investors, Phunware also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Phunware's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Phunware's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Phunware Quarterly Liabilities And Stockholders Equity

112.03 Million

Phunware Insider Trades History

Less than 1% of Phunware are currently held by insiders. Unlike Phunware's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Phunware's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Phunware's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Phunware Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Phunware is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Phunware backward and forwards among themselves. Phunware's institutional investor refers to the entity that pools money to purchase Phunware's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Atria Wealth Solutions, Inc.2025-03-31
10 K
Charles Schwab Investment Management Inc2025-03-31
10 K
Federation Des Caisses Desjardins Du Quebec2025-03-31
K
Tower Research Capital Llc2025-03-31
5.2 K
Advisor Group Holdings, Inc.2025-03-31
2.7 K
Caitong International Asset Management Co., Limited.2025-03-31
2.2 K
Wells Fargo & Co2025-03-31
753
Sbi Securities Co Ltd2025-03-31
469
Golden State Wealth Management, Llc2025-03-31
200
Vanguard Group Inc2025-03-31
M
Blackrock Inc2025-03-31
532.9 K
Note, although Phunware's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Phunware Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Phunware insiders, such as employees or executives, is commonly permitted as long as it does not rely on Phunware's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Phunware insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Phunware Outstanding Bonds

Phunware issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Phunware uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Phunware bonds can be classified according to their maturity, which is the date when Phunware has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Pair Trading with Phunware

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Phunware position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Phunware will appreciate offsetting losses from the drop in the long position's value.

Moving together with Phunware Stock

  0.62U Unity SoftwarePairCorr
  0.72AI C3 Ai IncPairCorr
  0.65BL BlacklinePairCorr
  0.61DT Dynatrace Holdings LLCPairCorr

Moving against Phunware Stock

  0.53VMEO Vimeo Inc Earnings Call This WeekPairCorr
  0.42VERX VertexPairCorr
The ability to find closely correlated positions to Phunware could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Phunware when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Phunware - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Phunware to buy it.
The correlation of Phunware is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Phunware moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Phunware moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Phunware can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Phunware offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Phunware's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Phunware Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Phunware Stock:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Phunware. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
To learn how to invest in Phunware Stock, please use our How to Invest in Phunware guide.
You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Phunware. If investors know Phunware will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Phunware listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(0.79)
Revenue Per Share
0.207
Quarterly Revenue Growth
(0.25)
Return On Assets
(0.15)
Return On Equity
(0.20)
The market value of Phunware is measured differently than its book value, which is the value of Phunware that is recorded on the company's balance sheet. Investors also form their own opinion of Phunware's value that differs from its market value or its book value, called intrinsic value, which is Phunware's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Phunware's market value can be influenced by many factors that don't directly affect Phunware's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Phunware's value and its price as these two are different measures arrived at by different means. Investors typically determine if Phunware is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Phunware's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.