iSpecimen Ownership 2024 | Who Owns iSpecimen Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

3.31%

Insider Ownership

21.36%

Retail Ownership

75.33%

Institutional Holders

11.00

iSpecimen Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	0.85%	-	76,557	-57,544	-42.91%	17,761	Mar 31, 2024
BLACKROCK INC.	0.63%	-	56,538	-161	-0.28%	13,117	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	0.49%	-	44,057	22,569	105.03%	10,221	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.43%	-	38,498	-	-	8,931	Mar 31, 2024
GRIMES & COMPANY, INC.	0.34%	0.00%	30,818	-	-	7,150	Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC	0.17%	-	15,200	-2,300	-13.14%	3,526	Mar 31, 2024
NORTHERN TRUST CORP	0.15%	-	13,805	-	-	3,203	Mar 31, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC	0.12%	0.00%	10,500	-	-	2,436	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.11%	-	10,000	-692	-6.47%	2,000	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	-	3,186	115	3.74%	739	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	42	1	2.44%	10,000	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
MAIN STREET FINANCIAL SOLUTIONS, LLC	0.12%	0.00%	10,500	-	-	2,436	Mar 31, 2024
GRIMES & COMPANY, INC.	0.34%	0.00%	30,818	-	-	7,150	Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC	0.17%	-	15,200	-2,300	-13.14%	3,526	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	-	3,186	115	3.74%	739	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	0.49%	-	44,057	22,569	105.03%	10,221	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.11%	-	10,000	-692	-6.47%	2,000	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.43%	-	38,498	-	-	8,931	Mar 31, 2024
NORTHERN TRUST CORP	0.15%	-	13,805	-	-	3,203	Mar 31, 2024
VANGUARD GROUP INC	0.85%	-	76,557	-57,544	-42.91%	17,761	Mar 31, 2024
BLACKROCK INC.	0.63%	-	56,538	-161	-0.28%	13,117	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	42	1	2.44%	10,000	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	0.49%	-	44,057	22,569	105.03%	10,221	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	-	3,186	115	3.74%	739	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	42	1	2.44%	10,000	Mar 31, 2024
NORTHERN TRUST CORP	0.15%	-	13,805	-	-	3,203	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.43%	-	38,498	-	-	8,931	Mar 31, 2024
GRIMES & COMPANY, INC.	0.34%	0.00%	30,818	-	-	7,150	Mar 31, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC	0.12%	0.00%	10,500	-	-	2,436	Mar 31, 2024
UBS GROUP AG	-	-	-	-13	-100.00%	-	Mar 31, 2024
BLACKROCK INC.	0.63%	-	56,538	-161	-0.28%	13,117	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.11%	-	10,000	-692	-6.47%	2,000	Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC	0.17%	-	15,200	-2,300	-13.14%	3,526	Mar 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 INC	0.85%	-	76,557	-57,544	-42.91%	17,761	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	0.85%	-	76,557	-57,544	-42.91%	17,761	Mar 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 LLC	0.17%	-	15,200	-2,300	-13.14%	3,526	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.11%	-	10,000	-692	-6.47%	2,000	Mar 31, 2024
BLACKROCK INC.	0.63%	-	56,538	-161	-0.28%	13,117	Mar 31, 2024
UBS GROUP AG	-	-	-	-13	-100.00%	-	Mar 31, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC	0.12%	0.00%	10,500	-	-	2,436	Mar 31, 2024
GRIMES & COMPANY, INC.	0.34%	0.00%	30,818	-	-	7,150	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.43%	-	38,498	-	-	8,931	Mar 31, 2024
NORTHERN TRUST CORP	0.15%	-	13,805	-	-	3,203	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.00%	-	42	1	2.44%	10,000	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	-	3,186	115	3.74%	739	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	0.49%	-	44,057	22,569	105.03%	10,221	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
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 Assets	Total Shares	Change Amount	Change %	Date
TETON WESTWOOD FUNDS	0.06%	38,000	-	-	Dec 29, 2023
VANGUARD INDEX FUNDS	0.00%	170,752	20,152	13.38%	Dec 31, 2023
FIDELITY CONCORD STREET TRUST	0.00%	38,498	-	-	Feb 29, 2024
EQ ADVISORS TRUST	0.00%	1,307	-	-	Dec 31, 2023
iSHARES TRUST	0.00%	13,169	-	-	Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	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

Date	Holdings	Change %
31 Mar, 24	11	-21.43%
31 Dec, 23	14	16.67%
30 Sep, 23	12	-7.69%
30 Jun, 23	13	-
31 Mar, 23	13	-
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	33.33%
30 Jun, 21	6	-

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

Date	Shares Outstanding	Change %
31 Mar, 24	299,201	-23.59%
31 Dec, 23	391,551	8.03%
30 Sep, 23	362,436	-13.21%
30 Jun, 23	417,609	-13.61%
31 Mar, 23	483,415	1.65%
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	-17.41%
30 Jun, 21	1,109,522	-

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

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	3.31%	17.74%
31 Dec, 23	4.32%	26.83%
30 Sep, 23	4.01%	18.55%
30 Jun, 23	4.65%	16.05%
31 Mar, 23	5.38%	18.62%
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%	5.18%
30 Jun, 21	15.94%	-

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

Date	Increased Positions	Change %
31 Mar, 24	3	-40.00%
31 Dec, 23	5	-
30 Sep, 23	5	66.67%
30 Jun, 23	3	50.00%
31 Mar, 23	2	-50.00%
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	16.67%
30 Jun, 21	6	-

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

Date	Reduced Positions	Change %
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	-	-

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

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	11	-21.43%	299,201	-23.59%	3.31%	17.74%	3	-40.00%	4	-20.00%
31 Dec, 23	14	16.67%	391,551	8.03%	4.32%	26.83%	5	-	5	25.00%
30 Sep, 23	12	-7.69%	362,436	-13.21%	4.01%	18.55%	5	66.67%	4	300.00%
30 Jun, 23	13	-	417,609	-13.61%	4.65%	16.05%	3	50.00%	1	-80.00%
31 Mar, 23	13	-	483,415	1.65%	5.38%	18.62%	2	-50.00%	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	33.33%	916,326	-17.41%	13.16%	5.18%	7	16.67%	-	-
30 Jun, 21	6	-	1,109,522	-	15.94%	-	6	-	-	-

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
Jan 19, 2023	Ianelli Christopher	director	-	M-Exempt	Sell	845	-	-	10,000
Jan 19, 2023	Mullan Jill	director	-	M-Exempt	Sell	66,637	-	-	10,000

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
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	-	-	-	-
Jan 19, 2023	Ianelli Christopher	director	-	M-Exempt	Buy	845	$1.00	$845.00	425,359
Jan 19, 2023	Ianelli Christopher	director	-	A-Award	Buy	10,000	$1.41	$14.10K	10,845
Jan 19, 2023	Ianelli Christopher	director	-	M-Exempt	Sell	845	-	-	10,000
Jan 19, 2023	Mullan Jill	director	-	M-Exempt	Buy	66,637	$1.00	$66.64K	246,226
Jan 19, 2023	Mullan Jill	director	-	M-Exempt	Sell	66,637	-	-	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

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

ISPC Ownership FAQ

Who Owns iSpecimen?

iSpecimen is owned by institutional shareholders (3.31%), insiders (21.36%), and public (75.33%). 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).

Who are the major institutional shareholders of iSpecimen?

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.

How many iSpecimen shareholders are there?

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

What percentage of iSpecimen is owned by VANGUARD GROUP INC?

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).

What percentage of iSpecimen is owned by BLACKROCK INC?

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

What percentage of iSpecimen is owned by MILLENNIUM MANAGEMENT LLC?

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