Potbelly Ownership | Who Owns Potbelly?
Potbelly Ownership Summary
Potbelly is owned by 22.49% institutional investors, 15.24% insiders, and 62.27% retail investors. Nierenberg investment management company is the largest institutional shareholder, holding 9.96% of PBPB shares. First Eagle US Small Cap Strategy is the top mutual fund, with 2.92% of its assets in Potbelly shares.
PBPB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Potbelly | 22.49% | 15.24% | 62.27% |
| Sector | Consumer Cyclical Stocks | 48.44% | 13.23% | 38.33% |
| Industry | Restaurants Stocks | 61.96% | 11.29% | 26.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Nierenberg investment management company | 2.98M | 9.96% | $28.08M |
| Blackrock funding, inc. /de | 1.98M | 6.62% | $18.67M |
| Blackrock | 1.91M | 6.48% | $15.37M |
| Vanguard group | 1.42M | 4.76% | $13.42M |
| Punch & associates investment management | 1.24M | 4.21% | $9.98M |
| First eagle investment management | 1.16M | 3.88% | $10.94M |
| Renaissance | 1.15M | 3.84% | $10.83M |
| Portolan capital management | 986.28K | 3.29% | $9.29M |
| Heartland advisors | 923.95K | 3.09% | $8.70M |
| Geode capital management | 617.20K | 2.06% | $5.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nierenberg investment management company | 2.98M | 15.58% | $28.08M |
| Vantage consulting group | 164.88K | 14.80% | $1.55M |
| Archon capital management | 507.94K | 4.65% | $4.78M |
| Soviero asset management, lp | 476.00K | 2.81% | $4.48M |
| Western standard | 329.97K | 2.07% | $3.11M |
| Raffles associates lp | 69.76K | 0.71% | $657.15K |
| Portolan capital management | 986.28K | 0.62% | $9.29M |
| Punch & associates investment management | 1.24M | 0.58% | $9.98M |
| Heartland advisors | 923.95K | 0.47% | $8.70M |
| Fortis advisors | 69.97K | 0.43% | $659.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 195.78K | 0.00% | 172.97K |
| Vantage consulting group | 164.88K | 14.80% | 164.88K |
| Hodges capital management | 539.91K | 0.30% | 159.90K |
| Crawford fund management | 195.50K | 0.40% | 102.00K |
| American century companies | 147.15K | 0.00% | 85.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Readystate asset management lp | - | - | -283.27K |
| Manatuck hill partners | - | - | -199.34K |
| Millrace asset group | - | - | -137.48K |
| Centerbook partners lp | - | - | -119.05K |
| Y-intercept (hong kong) | - | - | -90.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vantage consulting group | 164.88K | 14.80% | 164.88K | $1.55M |
| Cubist systematic strategies | 49.98K | 0.00% | 49.98K | $470.77K |
| 1492 capital management | 26.44K | 0.12% | 26.44K | $249.10K |
| Panagora asset management | 21.71K | 0.00% | 21.71K | $204.55K |
| Divisadero street capital management, lp | 17.00K | 0.02% | 17.00K | $160.14K |
Sold Out
| Holder | Change |
|---|---|
| Parallel advisors | -4.00 |
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Coppell advisory solutions | -35.00 |
| Capital performance advisors llp | -70.00 |
| Cornerstone planning group | -82.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 41 | -63.72% | 6,732,916 | -68.07% | 22 | 0.45% | 15 | -74.58% | 10 | -68.75% |
| Sep 30, 2024 | 112 | -1.75% | 21,084,251 | 1.00% | 70 | 1.45% | 59 | -4.84% | 32 | - |
| Jun 30, 2024 | 113 | -7.38% | 20,874,697 | -0.51% | 70 | 1.37% | 61 | -12.86% | 32 | -13.51% |
| Mar 31, 2024 | 122 | 25.77% | 20,982,167 | 11.88% | 71 | 1.76% | 70 | 32.08% | 37 | 48.00% |
| Dec 31, 2023 | 97 | 3.19% | 18,754,389 | 3.97% | 63 | 1.68% | 53 | 47.22% | 25 | -16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Eagle US Small Cap Strategy | 873.50K | 2.92% | -160.01K |
| First Eagle Small Cap Opportunity I | 873.50K | 2.92% | -49.03K |
| Vanguard US Total Market Shares ETF | 832.67K | 2.79% | - |
| Vanguard Total Stock Mkt Idx Inv | 832.67K | 2.79% | - |
| iShares Russell 2000 ETF | 738.07K | 2.47% | -6.38K |
| Heartland Value Investor | 650.00K | 2.18% | - |
| Strategic Advisers U.S. Total Stock{mg} | 619.09K | 2.07% | 98.23K |
| Strategic Advisers Small-Mid Cap | 572.47K | 1.91% | 143.08K |
| Strategic Advisers U.S. Total Stock | 560.33K | 1.88% | -133.36K |
| Vanguard Institutional Extnd Mkt Idx Tr | 376.42K | 1.26% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 28, 2025 | Nierenberg David | - | Buy | $207.50K |
| Jan 07, 2025 | Nierenberg David | - | Buy | $69.22K |
| Jan 07, 2025 | Nierenberg David | - | Buy | $924.00 |
| Dec 18, 2024 | Nierenberg David | - | Buy | $14.95K |
| Dec 18, 2024 | Nierenberg David | - | Buy | $29.42K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 3 | - |
| 2024 Q4 | 2 | - |
| 2024 Q3 | 9 | - |
| 2024 Q2 | 4 | - |
PBPB Ownership FAQ
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