iSpecimen Ownership 2024 | Who Owns iSpecimen Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

1.34%

Insider Ownership

21.32%

Retail Ownership

77.34%

Institutional Holders

5.00

iSpecimen Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	0.62%	-	56,538	-	-	17,470	Jun 30, 2024
HRT FINANCIAL LP	0.50%	0.00%	45,935	45,935	100.00%	14,000	Jun 30, 2024
VIRTU FINANCIAL LLC	0.46%	0.00%	42,087	42,087	100.00%	13,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.42%	-	38,498	-	-	11,895	Jun 30, 2024
VANGUARD GROUP INC	0.39%	-	35,987	-40,570	-52.99%	11,120	Jun 30, 2024
GRIMES & COMPANY, INC.	0.34%	0.00%	30,818	-	-	9,523	Jun 30, 2024
NORTHERN TRUST CORP	0.15%	-	13,805	-	-	4,266,000	Jun 30, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC	0.12%	0.00%	10,500	-	-	3,245	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	43	43	100.00%	13	Jun 30, 2024
SACHETTA, LLC	0.00%	-	22	22	100.00%	6	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-42	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-44,057	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-3,186	-100.00%	-	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-15,200	-100.00%	-	Jun 30, 2024

iSpecimen's largest institutional shareholder is BLACKROCK INC., holding 0.62% of the company's total share outstanding, currently valued at $17.47K. The top 10 institutional shareholders own together 3.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIRTU FINANCIAL LLC	0.46%	0.00%	42,087	42,087	100.00%	13,000	Jun 30, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC	0.12%	0.00%	10,500	-	-	3,245	Jun 30, 2024
GRIMES & COMPANY, INC.	0.34%	0.00%	30,818	-	-	9,523	Jun 30, 2024
HRT FINANCIAL LP	0.50%	0.00%	45,935	45,935	100.00%	14,000	Jun 30, 2024
SACHETTA, LLC	0.00%	-	22	22	100.00%	6	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.42%	-	38,498	-	-	11,895	Jun 30, 2024
NORTHERN TRUST CORP	0.15%	-	13,805	-	-	4,266,000	Jun 30, 2024
BLACKROCK INC.	0.62%	-	56,538	-	-	17,470	Jun 30, 2024
VANGUARD GROUP INC	0.39%	-	35,987	-40,570	-52.99%	11,120	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	43	43	100.00%	13	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-42	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-44,057	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-3,186	-100.00%	-	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-15,200	-100.00%	-	Jun 30, 2024

The largest iSpecimen shareholder by % of total assets is VIRTU FINANCIAL LLC. The company owns 42.09K shares of iSpecimen (ISPC), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HRT FINANCIAL LP	0.50%	0.00%	45,935	45,935	100.00%	14,000	Jun 30, 2024
VIRTU FINANCIAL LLC	0.46%	0.00%	42,087	42,087	100.00%	13,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	43	43	100.00%	13	Jun 30, 2024
SACHETTA, LLC	0.00%	-	22	22	100.00%	6	Jun 30, 2024
BLACKROCK INC.	0.62%	-	56,538	-	-	17,470	Jun 30, 2024
NORTHERN TRUST CORP	0.15%	-	13,805	-	-	4,266,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.42%	-	38,498	-	-	11,895	Jun 30, 2024
GRIMES & COMPANY, INC.	0.34%	0.00%	30,818	-	-	9,523	Jun 30, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC	0.12%	0.00%	10,500	-	-	3,245	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-42	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-3,186	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-15,200	-100.00%	-	Jun 30, 2024
VANGUARD GROUP INC	0.39%	-	35,987	-40,570	-52.99%	11,120	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-44,057	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, iSpecimen's largest institutional buyer is HRT FINANCIAL LP. The company purchased 45.94K stocks of ISPC, valued at $14.00K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	-	-	-	-44,057	-100.00%	-	Jun 30, 2024
VANGUARD GROUP INC	0.39%	-	35,987	-40,570	-52.99%	11,120	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-15,200	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-3,186	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-42	-100.00%	-	Jun 30, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC	0.12%	0.00%	10,500	-	-	3,245	Jun 30, 2024
GRIMES & COMPANY, INC.	0.34%	0.00%	30,818	-	-	9,523	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.42%	-	38,498	-	-	11,895	Jun 30, 2024
NORTHERN TRUST CORP	0.15%	-	13,805	-	-	4,266,000	Jun 30, 2024
BLACKROCK INC.	0.62%	-	56,538	-	-	17,470	Jun 30, 2024
SACHETTA, LLC	0.00%	-	22	22	100.00%	6	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	43	43	100.00%	13	Jun 30, 2024
VIRTU FINANCIAL LLC	0.46%	0.00%	42,087	42,087	100.00%	13,000	Jun 30, 2024
HRT FINANCIAL LP	0.50%	0.00%	45,935	45,935	100.00%	14,000	Jun 30, 2024

As of Jun 30 2024, iSpecimen's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -44.06K shares of ISPC, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HRT FINANCIAL LP	0.50%	0.00%	45,935	45,935	100.00%	14,000	Jun 30, 2024
VIRTU FINANCIAL LLC	0.46%	0.00%	42,087	42,087	100.00%	13,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	43	43	100.00%	13	Jun 30, 2024
SACHETTA, LLC	0.00%	-	22	22	100.00%	6	Jun 30, 2024

iSpecimen's largest new institutional shareholder by number of shares is HRT FINANCIAL LP, purchased 45.94K shares, valued at $14.00K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	-	-	-	-44,057	-100.00%	-	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-15,200	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-3,186	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-42	-100.00%	-	Jun 30, 2024

iSpecimen's largest sold out institutional shareholder by shares sold is MILLENNIUM MANAGEMENT LLC, sold -44.06K shares, valued at -, as of undefined.

iSpecimen Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
TETON WESTWOOD FUNDS	0.06%	38,000	-	-	Dec 29, 2023
FIDELITY CONCORD STREET TRUST	0.00%	38,498	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	76,557	-94,195	-55.16%	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	844	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	1,307	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	13,169	-	-	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	803	-	-	Mar 31, 2024

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

Date	Holdings	Change %
30 Jun, 24	5	-54.55%
31 Mar, 24	11	-21.43%
31 Dec, 23	14	7.69%
30 Sep, 23	13	-
30 Jun, 23	13	-7.14%
31 Mar, 23	14	7.69%
31 Dec, 22	13	-
30 Sep, 22	13	-
30 Jun, 22	13	8.33%
31 Mar, 22	12	20.00%
31 Dec, 21	10	25.00%
30 Sep, 21	8	14.29%
30 Jun, 21	7	-

As of 30 Jun 24, 5 institutions are holding iSpecimen's shares, representing a decrease of -54.55% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	121,925	-59.25%
31 Mar, 24	299,201	-23.59%
31 Dec, 23	391,551	1.65%
30 Sep, 23	385,206	-7.76%
30 Jun, 23	417,609	-15.85%
31 Mar, 23	496,266	4.36%
31 Dec, 22	475,551	0.54%
30 Sep, 22	472,996	26.87%
30 Jun, 22	372,806	19.97%
31 Mar, 22	310,739	-73.21%
31 Dec, 21	1,159,956	26.59%
30 Sep, 21	916,326	-18.28%
30 Jun, 21	1,121,364	-

iSpecimen (ISPC) has 121.92K shares outstanding as of 30 Jun 24, down -59.25% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	1.34%	12.19%
31 Mar, 24	3.31%	17.74%
31 Dec, 23	4.32%	23.75%
30 Sep, 23	4.26%	19.72%
30 Jun, 23	4.65%	15.23%
31 Mar, 23	5.53%	19.11%
31 Dec, 22	5.38%	18.95%
30 Sep, 22	5.33%	29.83%
30 Jun, 22	4.23%	33.63%
31 Mar, 22	3.54%	1.28%
31 Dec, 21	16.67%	9.62%
30 Sep, 21	13.16%	5.07%
30 Jun, 21	16.11%	-

As of 30 Jun 24, iSpecimen is held by 1.34% institutional shareholders, representing a 12.19% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	2	-33.33%
31 Mar, 24	3	-40.00%
31 Dec, 23	5	-16.67%
30 Sep, 23	6	100.00%
30 Jun, 23	3	-
31 Mar, 23	3	-25.00%
31 Dec, 22	4	-33.33%
30 Sep, 22	6	-25.00%
30 Jun, 22	8	-20.00%
31 Mar, 22	10	25.00%
31 Dec, 21	8	14.29%
30 Sep, 21	7	-
30 Jun, 21	7	-

2 institutional shareholders have increased their position in ISPC stock as of 30 Jun 24 compared to 3 in the previous quarter (a -33.33% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	-	-100.00%
31 Mar, 24	4	-20.00%
31 Dec, 23	5	25.00%
30 Sep, 23	4	300.00%
30 Jun, 23	1	-80.00%
31 Mar, 23	5	150.00%
31 Dec, 22	2	-33.33%
30 Sep, 22	3	50.00%
30 Jun, 22	2	-
31 Mar, 22	2	-
31 Dec, 21	2	-
30 Sep, 21	-	-
30 Jun, 21	-	-

- institutional shareholders have reduced their position in ISPC stock as of 30 Jun 24 compared to 4 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	5	-54.55%	121,925	-59.25%	1.34%	12.19%	2	-33.33%	-	-100.00%
31 Mar, 24	11	-21.43%	299,201	-23.59%	3.31%	17.74%	3	-40.00%	4	-20.00%
31 Dec, 23	14	7.69%	391,551	1.65%	4.32%	23.75%	5	-16.67%	5	25.00%
30 Sep, 23	13	-	385,206	-7.76%	4.26%	19.72%	6	100.00%	4	300.00%
30 Jun, 23	13	-7.14%	417,609	-15.85%	4.65%	15.23%	3	-	1	-80.00%
31 Mar, 23	14	7.69%	496,266	4.36%	5.53%	19.11%	3	-25.00%	5	150.00%
31 Dec, 22	13	-	475,551	0.54%	5.38%	18.95%	4	-33.33%	2	-33.33%
30 Sep, 22	13	-	472,996	26.87%	5.33%	29.83%	6	-25.00%	3	50.00%
30 Jun, 22	13	8.33%	372,806	19.97%	4.23%	33.63%	8	-20.00%	2	-
31 Mar, 22	12	20.00%	310,739	-73.21%	3.54%	1.28%	10	25.00%	2	-
31 Dec, 21	10	25.00%	1,159,956	26.59%	16.67%	9.62%	8	14.29%	2	-
30 Sep, 21	8	14.29%	916,326	-18.28%	13.16%	5.07%	7	-	-	-
30 Jun, 21	7	-	1,121,364	-	16.11%	-	7	-	-	-

iSpecimen Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Sep 15, 2023	Bielak Benjamin	officer	Chief Info Officer & Secretary	P-Purchase	Buy	18,000	$0.72	$12.96K	84,348
Jun 01, 2023	Curley Tracy	director, officer	CEO, CFO and Treasurer	P-Purchase	Buy	4,400	$1.25	$5.50K	49,541

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Sep 15, 2023	Bielak Benjamin	officer	Chief Info Officer & Secretary	P-Purchase	Buy	18,000	$0.72	$12.96K	84,348
Jun 01, 2023	Curley Tracy	director, officer	CEO, CFO and Treasurer	P-Purchase	Buy	4,400	$1.25	$5.50K	49,541

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 20, 2024	Ross Andrew L.	director	-	A-Award	Buy	10,000	$0.53	$5.30K	33,525
May 20, 2024	Mock Theresa L	director	-	A-Award	Buy	10,000	$0.53	$5.30K	16,672
May 20, 2024	Graham Elizabeth Ames	director	-	A-Award	Buy	8,340	$0.28	$2.34K	8,340
May 20, 2024	Gullans Steven R. Ph.D.	director	-	A-Award	Buy	10,000	$0.53	$5.30K	33,525
May 20, 2024	Brooks John L. III	director	-	A-Award	Buy	10,000	$0.53	$5.30K	33,525
Mar 26, 2024	Graham Elizabeth Ames	director			Buy	-	-	-	-
Feb 08, 2024	Mock Theresa L	director			Buy	-	-	-	-
Sep 15, 2023	Bielak Benjamin	officer	Chief Info Officer & Secretary	P-Purchase	Buy	18,000	$0.72	$12.96K	84,348
Jun 01, 2023	Curley Tracy	director, officer	CEO, CFO and Treasurer	P-Purchase	Buy	4,400	$1.25	$5.50K	49,541
May 17, 2023	Basile Joseph J.	director	-	A-Award	Buy	63	-	-	63
May 17, 2023	Brooks John L. III	director	-	A-Award	Buy	125	-	-	3,250
May 17, 2023	Mullan Jill	director	-	A-Award	Buy	92	-	-	246,318
May 17, 2023	Ianelli Christopher	director	-	A-Award	Buy	92	-	-	425,451
May 17, 2023	Ross Andrew L.	director	-	A-Award	Buy	125	-	-	1,326,340
May 17, 2023	Gullans Steven R. Ph.D.	director	-	A-Award	Buy	125	-	-	3,250
Feb 10, 2023	Lawrence Margaret H.	director			Buy	-	-	-	-
Feb 10, 2023	Scholl George H.	director	-		Buy	-	-	-	841,981
Feb 10, 2023	Ross Andrew L.	director			Buy	-	-	-	-
Feb 10, 2023	Gullans Steven R. Ph.D.	director			Buy	-	-	-	-
Feb 10, 2023	Brooks John L	director			Buy	-	-	-	-

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

Date	Buy	Sell	Buy/Sell Ratio
Q3 2023	1	-	-
Q2 2023	1	-	-
Q1 2023	15	2	750.00%
Q4 2022	2	5	40.00%
Q2 2022	-	4	-
Q1 2022	4	4	100.00%
Q4 2021	7	-	-
Q3 2021	6	-	-
Q2 2021	19	28	67.86%

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

Date	Buy	Sell	Buy/Sell Ratio
Q3 2023	1	-	-
Q2 2023	1	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	7	-	-
Q3 2021	-	-	-
Q2 2021	2	-	-

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

Ticker	Company
GTH	Genetron Holdings Limited
HTGM	HTG Molecular Diagnostics, Inc.
PSNL	Personalis, Inc.
BIOC	Biocept, Inc.
OCX	OncoCyte Corporation
XGN	Exagen Inc.
SQL	SeqLL Inc.
CSTL	Castle Biosciences, Inc.
TTOO	T2 Biosystems, Inc.
OLK	Olink Holding AB (publ)
FONR	FONAR Corporation
INBS	Intelligent Bio Solutions Inc.
TRIB	Trinity Biotech plc

ISPC Ownership FAQ

Who Owns iSpecimen?

iSpecimen is owned by institutional shareholders (1.34%), insiders (21.32%), and public (77.34%). The largest institutional shareholder of iSpecimen is BLACKROCK INC. (0.62% of total shares) and the top mutual fund owner is TETON WESTWOOD FUNDS (0.06% of total shares).

Who are the major institutional shareholders of iSpecimen?

iSpecimen's major institutional shareholders are BLACKROCK INC., HRT FINANCIAL LP, VIRTU FINANCIAL LLC, GEODE CAPITAL MANAGEMENT, LLC, and VANGUARD GROUP INC. The top five shareholders own together 2.40% of the company's share outstanding.

How many iSpecimen shareholders are there?

As of Jun 2024, there are 5 institutional shareholders of iSpecimen.

What percentage of iSpecimen is owned by BLACKROCK INC?

BLACKROCK INC owns 56.54K shares of iSpecimen, representing 0.62% of the company's total shares outstanding, valued at $17.47K (as of Jun 2024).

What percentage of iSpecimen is owned by HRT FINANCIAL LP?

As of Jun 2024, HRT FINANCIAL LP holds 45.94K shares of iSpecimen (ISPC), compromising 0.50% of the company, valued at $14K.

What percentage of iSpecimen is owned by VIRTU FINANCIAL LLC?

VIRTU FINANCIAL LLC is the third largest holder of iSpecimen. The company owns 42.09K of the company's shares outstanding (worth $13K).