iSpecimen Ownership 2024 | Who Owns iSpecimen Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

3.31%

Insider Ownership

23.54%

Retail Ownership

73.15%

Institutional Holders

11.00

iSpecimen Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC0.85%-76,557-57,544-42.91%17,761Mar 31, 2024
BLACKROCK INC.0.63%-56,538-161-0.28%13,117Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.49%-44,05722,569105.03%10,221Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.43%-38,498--8,931Mar 31, 2024
GRIMES & COMPANY, INC.0.34%0.00%30,818--7,150Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.17%-15,200-2,300-13.14%3,526Mar 31, 2024
NORTHERN TRUST CORP0.15%-13,805--3,203Mar 31, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC0.12%0.00%10,500--2,436Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.11%-10,000-692-6.47%2,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%-3,1861153.74%739Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-4212.44%10,000Mar 31, 2024
CITADEL ADVISORS LLC----38,809-100.00%-Mar 31, 2024
UBS GROUP AG----13-100.00%-Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.----15,516-100.00%-Mar 31, 2024

iSpecimen's largest institutional shareholder is VANGUARD GROUP INC, holding 0.85% of the company's total share outstanding, currently valued at $17.76K. The top 10 institutional shareholders own together 3.31% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MAIN STREET FINANCIAL SOLUTIONS, LLC0.12%0.00%10,500--2,436Mar 31, 2024
GRIMES & COMPANY, INC.0.34%0.00%30,818--7,150Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.17%-15,200-2,300-13.14%3,526Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%-3,1861153.74%739Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.49%-44,05722,569105.03%10,221Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.11%-10,000-692-6.47%2,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.43%-38,498--8,931Mar 31, 2024
NORTHERN TRUST CORP0.15%-13,805--3,203Mar 31, 2024
VANGUARD GROUP INC0.85%-76,557-57,544-42.91%17,761Mar 31, 2024
BLACKROCK INC.0.63%-56,538-161-0.28%13,117Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-4212.44%10,000Mar 31, 2024
CITADEL ADVISORS LLC----38,809-100.00%-Mar 31, 2024
UBS GROUP AG----13-100.00%-Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.----15,516-100.00%-Mar 31, 2024

The largest iSpecimen shareholder by % of total assets is MAIN STREET FINANCIAL SOLUTIONS, LLC. The company owns 10.50K shares of iSpecimen (ISPC), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC0.49%-44,05722,569105.03%10,221Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%-3,1861153.74%739Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-4212.44%10,000Mar 31, 2024
NORTHERN TRUST CORP0.15%-13,805--3,203Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.43%-38,498--8,931Mar 31, 2024
GRIMES & COMPANY, INC.0.34%0.00%30,818--7,150Mar 31, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC0.12%0.00%10,500--2,436Mar 31, 2024
UBS GROUP AG----13-100.00%-Mar 31, 2024
BLACKROCK INC.0.63%-56,538-161-0.28%13,117Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.11%-10,000-692-6.47%2,000Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.17%-15,200-2,300-13.14%3,526Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.----15,516-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC----38,809-100.00%-Mar 31, 2024
VANGUARD GROUP INC0.85%-76,557-57,544-42.91%17,761Mar 31, 2024

As of Mar 31 2024, iSpecimen's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 22.57K stocks of ISPC, valued at $10.22K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC0.85%-76,557-57,544-42.91%17,761Mar 31, 2024
CITADEL ADVISORS LLC----38,809-100.00%-Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.----15,516-100.00%-Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.17%-15,200-2,300-13.14%3,526Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.11%-10,000-692-6.47%2,000Mar 31, 2024
BLACKROCK INC.0.63%-56,538-161-0.28%13,117Mar 31, 2024
UBS GROUP AG----13-100.00%-Mar 31, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC0.12%0.00%10,500--2,436Mar 31, 2024
GRIMES & COMPANY, INC.0.34%0.00%30,818--7,150Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.43%-38,498--8,931Mar 31, 2024
NORTHERN TRUST CORP0.15%-13,805--3,203Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-4212.44%10,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%-3,1861153.74%739Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.49%-44,05722,569105.03%10,221Mar 31, 2024

As of Mar 31 2024, iSpecimen's biggest institutional seller is VANGUARD GROUP INC. The company sold -57.54K shares of ISPC, valued at $17.76K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CITADEL ADVISORS LLC----38,809-100.00%-Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.----15,516-100.00%-Mar 31, 2024
UBS GROUP AG----13-100.00%-Mar 31, 2024

iSpecimen's largest sold out institutional shareholder by shares sold is CITADEL ADVISORS LLC, sold -38.81K shares, valued at -, as of undefined.

iSpecimen Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
TETON WESTWOOD FUNDS0.06%38,000--Dec 29, 2023
VANGUARD INDEX FUNDS0.00%170,75220,15213.38%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%38,498--Feb 29, 2024
EQ ADVISORS TRUST0.00%1,307--Dec 31, 2023
iSHARES TRUST0.00%13,169--Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%803--Dec 31, 2023

iSpecimen's largest mutual fund holder by % of total assets is "TETON WESTWOOD FUNDS", owning 38.00K shares, compromising 0.06% of its total assets.

iSpecimen Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2411-21.43%
31 Dec, 231416.67%
30 Sep, 2312-7.69%
30 Jun, 2313-
31 Mar, 2313-
31 Dec, 2213-
30 Sep, 2213-
30 Jun, 22138.33%
31 Mar, 221220.00%
31 Dec, 211025.00%
30 Sep, 21833.33%
30 Jun, 216-

As of 31 Mar 24, 11 institutions are holding iSpecimen's shares, representing a decrease of -21.43% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 24299,201-23.59%
31 Dec, 23391,5518.03%
30 Sep, 23362,436-13.21%
30 Jun, 23417,609-13.61%
31 Mar, 23483,4151.65%
31 Dec, 22475,5510.54%
30 Sep, 22472,99626.87%
30 Jun, 22372,80619.97%
31 Mar, 22310,739-73.21%
31 Dec, 211,159,95626.59%
30 Sep, 21916,326-17.41%
30 Jun, 211,109,522-

iSpecimen (ISPC) has 299.20K shares outstanding as of 31 Mar 24, down -23.59% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 243.31%17.74%
31 Dec, 234.32%26.83%
30 Sep, 234.01%18.55%
30 Jun, 234.65%16.05%
31 Mar, 235.38%18.62%
31 Dec, 225.38%18.95%
30 Sep, 225.33%29.83%
30 Jun, 224.23%33.63%
31 Mar, 223.54%1.28%
31 Dec, 2116.67%9.62%
30 Sep, 2113.16%5.18%
30 Jun, 2115.94%-

As of 31 Mar 24, iSpecimen is held by 3.31% institutional shareholders, representing a 17.74% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 243-40.00%
31 Dec, 235-
30 Sep, 23566.67%
30 Jun, 23350.00%
31 Mar, 232-50.00%
31 Dec, 224-33.33%
30 Sep, 226-25.00%
30 Jun, 228-20.00%
31 Mar, 221025.00%
31 Dec, 21814.29%
30 Sep, 21716.67%
30 Jun, 216-

3 institutional shareholders have increased their position in ISPC stock as of 31 Mar 24 compared to 5 in the previous quarter (a -40.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 244-20.00%
31 Dec, 23525.00%
30 Sep, 234300.00%
30 Jun, 231-80.00%
31 Mar, 235150.00%
31 Dec, 222-33.33%
30 Sep, 22350.00%
30 Jun, 222-
31 Mar, 222-
31 Dec, 212-
30 Sep, 21--
30 Jun, 21--

4 institutional shareholders have reduced their position in ISPC stock as of 31 Mar 24 compared to 5 in the previous quarter (a -20.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2411-21.43%299,201-23.59%3.31%17.74%3-40.00%4-20.00%
31 Dec, 231416.67%391,5518.03%4.32%26.83%5-525.00%
30 Sep, 2312-7.69%362,436-13.21%4.01%18.55%566.67%4300.00%
30 Jun, 2313-417,609-13.61%4.65%16.05%350.00%1-80.00%
31 Mar, 2313-483,4151.65%5.38%18.62%2-50.00%5150.00%
31 Dec, 2213-475,5510.54%5.38%18.95%4-33.33%2-33.33%
30 Sep, 2213-472,99626.87%5.33%29.83%6-25.00%350.00%
30 Jun, 22138.33%372,80619.97%4.23%33.63%8-20.00%2-
31 Mar, 221220.00%310,739-73.21%3.54%1.28%1025.00%2-
31 Dec, 211025.00%1,159,95626.59%16.67%9.62%814.29%2-
30 Sep, 21833.33%916,326-17.41%13.16%5.18%716.67%--
30 Jun, 216-1,109,522-15.94%-6---

iSpecimen Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Sep 15, 2023Bielak Benjaminofficer Chief Info Officer & SecretaryP-PurchaseBuy18,000$0.72$12.96K84,348
Jun 01, 2023Curley Tracydirector, officer CEO, CFO and TreasurerP-PurchaseBuy4,400$1.25$5.50K49,541

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Sep 15, 2023Bielak Benjaminofficer Chief Info Officer & SecretaryP-PurchaseBuy18,000$0.72$12.96K84,348
Jun 01, 2023Curley Tracydirector, officer CEO, CFO and TreasurerP-PurchaseBuy4,400$1.25$5.50K49,541

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 19, 2023Ianelli Christopherdirector-M-ExemptSell845--10,000
Jan 19, 2023Mullan Jilldirector-M-ExemptSell66,637--10,000

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 26, 2024Graham Elizabeth Amesdirector Buy----
Feb 08, 2024Mock Theresa Ldirector Buy----
Sep 15, 2023Bielak Benjaminofficer Chief Info Officer & SecretaryP-PurchaseBuy18,000$0.72$12.96K84,348
Jun 01, 2023Curley Tracydirector, officer CEO, CFO and TreasurerP-PurchaseBuy4,400$1.25$5.50K49,541
May 17, 2023Basile Joseph J.director-A-AwardBuy63--63
May 17, 2023Brooks John L. IIIdirector-A-AwardBuy125--3,250
May 17, 2023Mullan Jilldirector-A-AwardBuy92--246,318
May 17, 2023Ianelli Christopherdirector-A-AwardBuy92--425,451
May 17, 2023Ross Andrew L.director-A-AwardBuy125--1,326,340
May 17, 2023Gullans Steven R. Ph.D.director-A-AwardBuy125--3,250
Feb 10, 2023Lawrence Margaret H.director Buy----
Feb 10, 2023Scholl George H.director-Buy---841,981
Feb 10, 2023Ross Andrew L.director Buy----
Feb 10, 2023Gullans Steven R. Ph.D.director Buy----
Feb 10, 2023Brooks John Ldirector Buy----
Jan 19, 2023Ianelli Christopherdirector-M-ExemptBuy845$1.00$845.00425,359
Jan 19, 2023Ianelli Christopherdirector-A-AwardBuy10,000$1.41$14.10K10,845
Jan 19, 2023Ianelli Christopherdirector-M-ExemptSell845--10,000
Jan 19, 2023Mullan Jilldirector-M-ExemptBuy66,637$1.00$66.64K246,226
Jan 19, 2023Mullan Jilldirector-M-ExemptSell66,637--10,000

The last insider sell of iSpecimen's stock was made by Ianelli Christopher on Jan 19 2023, selling 845 shares at - per share (valued at -). The last insider buy of ISPC was made by Bielak Benjamin on Sep 15 2023, buying 18,000 shares at $0.72 per share (worth $12.96K).

iSpecimen Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20231--
Q2 20231--
Q1 2023152750.00%
Q4 20222540.00%
Q2 2022-4-
Q1 202244100.00%
Q4 20217--
Q3 20216--
Q2 2021192867.86%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by iSpecimen's insiders, as of Q3 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20231--
Q2 20231--
Q1 2023---
Q4 2022---
Q2 2022---
Q1 2022---
Q4 20217--
Q3 2021---
Q2 20212--

As of Q3 2023, Insider owners conducted 1 open market buy trades and 0 open market sell trades of iSpecimen's stocks.

iSpecimen Peer Ownership


TickerCompany
INBSIntelligent Bio Solutions Inc.
FONRFONAR Corporation
GTHGenetron Holdings Limited
XGNExagen Inc.
PSNLPersonalis, Inc.
HTGMHTG Molecular Diagnostics, Inc.
BIOCBiocept, Inc.
OCXOncoCyte Corporation
CSTLCastle Biosciences, Inc.
SQLSeqLL Inc.
TTOOT2 Biosystems, Inc.
TRIBTrinity Biotech plc
OLKOlink Holding AB (publ)

ISPC Ownership FAQ


iSpecimen is owned by institutional shareholders (3.31%), insiders (23.54%), and public (73.15%). The largest institutional shareholder of iSpecimen is VANGUARD GROUP INC (0.85% of total shares) and the top mutual fund owner is TETON WESTWOOD FUNDS (0.06% of total shares).

iSpecimen's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., MILLENNIUM MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, and GRIMES & COMPANY, INC.. The top five shareholders own together 2.73% of the company's share outstanding.

As of Mar 2024, there are 11 institutional shareholders of iSpecimen.

VANGUARD GROUP INC owns 76.56K shares of iSpecimen, representing 0.85% of the company's total shares outstanding, valued at $17.76K (as of Mar 2024).

As of Mar 2024, BLACKROCK INC holds 56.54K shares of iSpecimen (ISPC), compromising 0.63% of the company, valued at $13.12K.

MILLENNIUM MANAGEMENT LLC is the third largest holder of iSpecimen. The company owns 44.06K of the company's shares outstanding (worth $10.22K).