Sharecare Ownership 2024 | Who Owns Sharecare Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

28.77%

Insider Ownership

10.32%

Retail Ownership

60.91%

Institutional Holders

128.00

Sharecare Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	4.33%	0.00%	15,319,625	-1,831,435	-10.68%	20,681,494	Jun 30, 2024
BERYL CAPITAL MANAGEMENT LLC	3.30%	4.74%	11,683,193	11,683,193	100.00%	15,772,311	Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC	2.94%	0.54%	10,408,903	1,124,331	12.11%	14,052,019	Jun 30, 2024
WELLS FARGO & COMPANY/MN	2.16%	0.00%	7,658,126	-106,528	-1.37%	10,338,470	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	1.72%	0.00%	6,092,772	6,046,044	12938.80%	8,225,242	Jun 30, 2024
SAMJO MANAGEMENT, LLC	1.47%	2.62%	5,210,000	-5,322,700	-50.53%	7,033,500	Jun 30, 2024
BLACKROCK INC.	1.44%	0.00%	5,108,014	-17,549,375	-77.46%	6,895,819	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.92%	0.00%	3,266,433	-3,562,011	-52.16%	4,411,956	Jun 30, 2024
SQUAREPOINT OPS LLC	0.71%	0.01%	2,511,468	2,479,843	7841.40%	3,390,482	Jun 30, 2024
NORTHERN TRUST CORP	0.67%	0.00%	2,357,340	-231,139	-8.93%	3,182,409,000	Jun 30, 2024
LMR PARTNERS LLP	0.64%	0.03%	2,259,494	2,259,494	100.00%	3,050,317	Jun 30, 2024
AFLAC INC	0.62%	2.67%	2,208,644	-	-	2,981,669	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.56%	0.00%	1,993,977	1,061,604	113.86%	2,691,869	Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC	0.53%	0.05%	1,874,473	700	0.04%	2,530,539	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.53%	0.00%	1,864,149	1,864,149	100.00%	2,516,601	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.49%	0.00%	1,748,974	-705,826	-28.75%	2,361,115	Jun 30, 2024
WEISS ASSET MANAGEMENT LP	0.42%	0.08%	1,500,000	1,500,000	100.00%	2,025,000	Jun 30, 2024
SWISS RE LTD	0.39%	0.72%	1,391,647	-	-	1,878,723	Jun 30, 2024
STATE STREET CORP	0.35%	0.00%	1,236,046	-4,852,448	-79.70%	1,668,662,000	Jun 30, 2024
WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.33%	0.24%	1,177,264	-	-	1,589,306	Jun 30, 2024

Sharecare's largest institutional shareholder is VANGUARD GROUP INC, holding 4.33% of the company's total share outstanding, currently valued at $20.68M. The top 10 institutional shareholders own together 19.65% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BERYL CAPITAL MANAGEMENT LLC	3.30%	4.74%	11,683,193	11,683,193	100.00%	15,772,311	Jun 30, 2024
AFLAC INC	0.62%	2.67%	2,208,644	-	-	2,981,669	Jun 30, 2024
SAMJO MANAGEMENT, LLC	1.47%	2.62%	5,210,000	-5,322,700	-50.53%	7,033,500	Jun 30, 2024
VAZIRANI ASSET MANAGEMENT LLC	0.19%	1.98%	686,600	686,600	100.00%	926,910	Jun 30, 2024
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC	0.04%	0.94%	150,000	150,000	100.00%	202,500	Jun 30, 2024
HARBERT FUND ADVISORS, INC.	0.25%	0.84%	873,488	-	-	1,179,209	Jun 30, 2024
SWISS RE LTD	0.39%	0.72%	1,391,647	-	-	1,878,723	Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC	2.94%	0.54%	10,408,903	1,124,331	12.11%	14,052,019	Jun 30, 2024
WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.33%	0.24%	1,177,264	-	-	1,589,306	Jun 30, 2024
MINT TOWER CAPITAL MANAGEMENT B.V.	0.13%	0.19%	450,000	450,000	100.00%	608,000	Jun 30, 2024
DLD ASSET MANAGEMENT, LP	0.18%	0.17%	632,000	632,000	100.00%	853,200	Jun 30, 2024
GABELLI & CO INVESTMENT ADVISERS, INC.	0.17%	0.13%	586,700	586,700	100.00%	792,045	Jun 30, 2024
CANNELL CAPITAL LLC	0.12%	0.13%	418,550	-5,185,655	-92.53%	565,043	Jun 30, 2024
SAGEFIELD CAPITAL LP	0.17%	0.09%	602,900	602,900	100.00%	813,915	Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	0.08%	0.08%	297,004	297,004	100.00%	400,955	Jun 30, 2024
WEISS ASSET MANAGEMENT LP	0.42%	0.08%	1,500,000	1,500,000	100.00%	2,025,000	Jun 30, 2024
PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.03%	0.07%	97,239	-	-	131,273	Jun 30, 2024
REGIMEN WEALTH, LLC	0.04%	0.07%	151,332	-	-	204,298	Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC	0.53%	0.05%	1,874,473	700	0.04%	2,530,539	Jun 30, 2024
PENDERFUND CAPITAL MANAGEMENT LTD.	0.03%	0.05%	104,000	104,000	100.00%	192,074	Jun 30, 2024

The largest Sharecare shareholder by % of total assets is BERYL CAPITAL MANAGEMENT LLC. The company owns 11.68M shares of Sharecare (SHCR), representing 4.74% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BERYL CAPITAL MANAGEMENT LLC	3.30%	4.74%	11,683,193	11,683,193	100.00%	15,772,311	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	1.72%	0.00%	6,092,772	6,046,044	12938.80%	8,225,242	Jun 30, 2024
SQUAREPOINT OPS LLC	0.71%	0.01%	2,511,468	2,479,843	7841.40%	3,390,482	Jun 30, 2024
LMR PARTNERS LLP	0.64%	0.03%	2,259,494	2,259,494	100.00%	3,050,317	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.53%	0.00%	1,864,149	1,864,149	100.00%	2,516,601	Jun 30, 2024
WEISS ASSET MANAGEMENT LP	0.42%	0.08%	1,500,000	1,500,000	100.00%	2,025,000	Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC	2.94%	0.54%	10,408,903	1,124,331	12.11%	14,052,019	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.56%	0.00%	1,993,977	1,061,604	113.86%	2,691,869	Jun 30, 2024
HRT FINANCIAL LP	0.22%	0.01%	794,065	794,065	100.00%	1,071,000	Jun 30, 2024
VAZIRANI ASSET MANAGEMENT LLC	0.19%	1.98%	686,600	686,600	100.00%	926,910	Jun 30, 2024
GABELLI FUNDS LLC	0.19%	0.01%	660,791	660,791	100.00%	892,068	Jun 30, 2024
DLD ASSET MANAGEMENT, LP	0.18%	0.17%	632,000	632,000	100.00%	853,200	Jun 30, 2024
SAGEFIELD CAPITAL LP	0.17%	0.09%	602,900	602,900	100.00%	813,915	Jun 30, 2024
GABELLI & CO INVESTMENT ADVISERS, INC.	0.17%	0.13%	586,700	586,700	100.00%	792,045	Jun 30, 2024
CENTIVA CAPITAL, LP	0.16%	0.01%	555,829	555,829	100.00%	750,369	Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC	0.16%	0.01%	550,463	547,396	17847.93%	743,125	Jun 30, 2024
MINT TOWER CAPITAL MANAGEMENT B.V.	0.13%	0.19%	450,000	450,000	100.00%	608,000	Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO	0.10%	0.01%	357,141	357,141	100.00%	482,140	Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	0.08%	0.08%	297,004	297,004	100.00%	400,955	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.05%	0.01%	179,300	179,300	100.00%	242,055	Jun 30, 2024

As of Jun 30 2024, Sharecare's largest institutional buyer is BERYL CAPITAL MANAGEMENT LLC. The company purchased 11.68M stocks of SHCR, valued at $15.77M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	1.44%	0.00%	5,108,014	-17,549,375	-77.46%	6,895,819	Jun 30, 2024
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	-	-	-	-6,632,333	-100.00%	-	Jun 30, 2024
SAMJO MANAGEMENT, LLC	1.47%	2.62%	5,210,000	-5,322,700	-50.53%	7,033,500	Jun 30, 2024
CANNELL CAPITAL LLC	0.12%	0.13%	418,550	-5,185,655	-92.53%	565,043	Jun 30, 2024
MUDRICK CAPITAL MANAGEMENT, L.P.	-	-	-	-4,853,800	-100.00%	-	Jun 30, 2024
STATE STREET CORP	0.35%	0.00%	1,236,046	-4,852,448	-79.70%	1,668,662,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.92%	0.00%	3,266,433	-3,562,011	-52.16%	4,411,956	Jun 30, 2024
VANGUARD GROUP INC	4.33%	0.00%	15,319,625	-1,831,435	-10.68%	20,681,494	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	-	-	-	-1,367,010	-100.00%	-	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.01%	-	29,859	-1,112,237	-97.39%	40,309	Jun 30, 2024
SPEARS ABACUS ADVISORS LLC	0.00%	0.00%	10,000	-824,192	-98.80%	13,500	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.49%	0.00%	1,748,974	-705,826	-28.75%	2,361,115	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	-	-	-	-635,288	-100.00%	-	Jun 30, 2024
SWISS NATIONAL BANK	-	-	-	-598,233	-100.00%	-	Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	0.11%	0.04%	387,000	-501,800	-56.46%	522,450	Jun 30, 2024
RHUMBLINE ADVISERS	0.01%	-	32,460	-412,422	-92.70%	43,819	Jun 30, 2024
MORGAN STANLEY	0.03%	-	99,119	-367,103	-78.74%	133,810	Jun 30, 2024
MARINER, LLC	0.02%	0.00%	55,538	-359,276	-86.61%	74,976	Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	-	-	-	-299,648	-100.00%	-	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	-	-	-	-287,240	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Sharecare's biggest institutional seller is BLACKROCK INC.. The company sold -17.55M shares of SHCR, valued at $6.90M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BERYL CAPITAL MANAGEMENT LLC	3.30%	4.74%	11,683,193	11,683,193	100.00%	15,772,311	Jun 30, 2024
LMR PARTNERS LLP	0.64%	0.03%	2,259,494	2,259,494	100.00%	3,050,317	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.53%	0.00%	1,864,149	1,864,149	100.00%	2,516,601	Jun 30, 2024
WEISS ASSET MANAGEMENT LP	0.42%	0.08%	1,500,000	1,500,000	100.00%	2,025,000	Jun 30, 2024
HRT FINANCIAL LP	0.22%	0.01%	794,065	794,065	100.00%	1,071,000	Jun 30, 2024
VAZIRANI ASSET MANAGEMENT LLC	0.19%	1.98%	686,600	686,600	100.00%	926,910	Jun 30, 2024
GABELLI FUNDS LLC	0.19%	0.01%	660,791	660,791	100.00%	892,068	Jun 30, 2024
DLD ASSET MANAGEMENT, LP	0.18%	0.17%	632,000	632,000	100.00%	853,200	Jun 30, 2024
SAGEFIELD CAPITAL LP	0.17%	0.09%	602,900	602,900	100.00%	813,915	Jun 30, 2024
GABELLI & CO INVESTMENT ADVISERS, INC.	0.17%	0.13%	586,700	586,700	100.00%	792,045	Jun 30, 2024
CENTIVA CAPITAL, LP	0.16%	0.01%	555,829	555,829	100.00%	750,369	Jun 30, 2024
MINT TOWER CAPITAL MANAGEMENT B.V.	0.13%	0.19%	450,000	450,000	100.00%	608,000	Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO	0.10%	0.01%	357,141	357,141	100.00%	482,140	Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	0.08%	0.08%	297,004	297,004	100.00%	400,955	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.05%	0.01%	179,300	179,300	100.00%	242,055	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.04%	0.00%	154,565	154,565	100.00%	208,663	Jun 30, 2024
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC	0.04%	0.94%	150,000	150,000	100.00%	202,500	Jun 30, 2024
OMERS ADMINISTRATION CORP	0.03%	0.00%	122,800	122,800	100.00%	165,780	Jun 30, 2024
LAURION CAPITAL MANAGEMENT LP	0.03%	0.00%	112,652	112,652	100.00%	152,080	Jun 30, 2024
PENDERFUND CAPITAL MANAGEMENT LTD.	0.03%	0.05%	104,000	104,000	100.00%	192,074	Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC	0.03%	0.00%	100,103	100,103	100.00%	135,139	Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD	0.03%	0.01%	95,425	95,425	100.00%	128,824	Jun 30, 2024
VIRTU FINANCIAL LLC	0.03%	0.01%	88,793	88,793	100.00%	120,000	Jun 30, 2024
TRIUM CAPITAL LLP	0.02%	0.01%	76,923	76,923	100.00%	104,000	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.02%	0.00%	68,501	68,501	100.00%	92,476	Jun 30, 2024
JUMP FINANCIAL, LLC	0.01%	0.00%	50,815	50,815	100.00%	68,600	Jun 30, 2024
POINT72 (DIFC) LTD	0.01%	0.00%	44,088	44,088	100.00%	59,519	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.01%	0.00%	43,860	43,860	100.00%	59,211	Jun 30, 2024
PANAGORA ASSET MANAGEMENT INC	0.01%	0.00%	41,634	41,634	100.00%	56,206	Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	0.00%	39,710	39,710	100.00%	53,609	Jun 30, 2024
XTX TOPCO LTD	0.01%	0.00%	31,285	31,285	100.00%	42,235	Jun 30, 2024
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC	0.01%	0.00%	30,831	30,831	100.00%	41,622	Jun 30, 2024
VERITION FUND MANAGEMENT LLC	0.01%	0.00%	30,590	30,590	100.00%	41,297	Jun 30, 2024
BELVEDERE TRADING LLC	0.01%	-	28,100	28,100	100.00%	37,935	Jun 30, 2024
DRW SECURITIES, LLC	0.01%	0.00%	26,800	26,800	100.00%	38,431	Jun 30, 2024
SAVANT CAPITAL, LLC	0.01%	0.00%	25,567	25,567	100.00%	34,516	Jun 30, 2024
BELVEDERE TRADING LLC	0.01%	-	20,900	20,900	100.00%	28,215	Jun 30, 2024
MACQUARIE GROUP LTD	0.00%	-	15,595	15,595	100.00%	21,053	Jun 30, 2024
ABEL HALL, LLC	0.00%	0.01%	10,704	10,704	100.00%	14,450	Jun 30, 2024
CITIZENS FINANCIAL GROUP INC/RI	0.00%	0.00%	10,553	10,553	100.00%	14,247	Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC	0.00%	-	10,000	10,000	100.00%	14,000	Jun 30, 2024
DYNAMIC ADVISOR SOLUTIONS LLC	0.00%	0.00%	10,000	10,000	100.00%	13,500	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.00%	0.00%	2,458	2,458	100.00%	3,319	Jun 30, 2024
CWM, LLC	0.00%	-	1,257	1,257	100.00%	2,000	Jun 30, 2024

Sharecare's largest new institutional shareholder by number of shares is BERYL CAPITAL MANAGEMENT LLC, purchased 11.68M shares, valued at $15.77M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	-	-	-	-6,632,333	-100.00%	-	Jun 30, 2024
MUDRICK CAPITAL MANAGEMENT, L.P.	-	-	-	-4,853,800	-100.00%	-	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	-	-	-	-1,367,010	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	-	-	-	-635,288	-100.00%	-	Jun 30, 2024
SWISS NATIONAL BANK	-	-	-	-598,233	-100.00%	-	Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	-	-	-	-299,648	-100.00%	-	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	-	-	-	-287,240	-100.00%	-	Jun 30, 2024
MYDA ADVISORS LLC	-	-	-	-240,000	-100.00%	-	Jun 30, 2024
LEGAL & GENERAL GROUP PLC	-	-	-	-222,579	-100.00%	-	Jun 30, 2024
CANNELL CAPITAL LLC	-	-	-	-204,400	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-149,714	-100.00%	-	Jun 30, 2024
FRANKLIN RESOURCES INC	-	-	-	-144,389	-100.00%	-	Jun 30, 2024
METLIFE INVESTMENT MANAGEMENT, LLC	-	-	-	-138,306	-100.00%	-	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	-	-	-	-130,469	-100.00%	-	Jun 30, 2024
DEUTSCHE BANK AG\	-	-	-	-126,266	-100.00%	-	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	-	-	-	-122,400	-100.00%	-	Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE	-	-	-	-113,449	-100.00%	-	Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC	-	-	-	-109,981	-100.00%	-	Jun 30, 2024
DIAMETRIC CAPITAL, LP	-	-	-	-108,568	-100.00%	-	Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC	-	-	-	-108,445	-100.00%	-	Jun 30, 2024
JANUS HENDERSON GROUP PLC	-	-	-	-106,152	-100.00%	-	Jun 30, 2024
NORDWAND ADVISORS, LLC	-	-	-	-100,000	-100.00%	-	Jun 30, 2024
INTELLECTUS PARTNERS, LLC	-	-	-	-95,425	-100.00%	-	Jun 30, 2024
ARIZONA STATE RETIREMENT SYSTEM	-	-	-	-82,326	-100.00%	-	Jun 30, 2024
WELLSPRING FINANCIAL ADVISORS, LLC	-	-	-	-63,423	-100.00%	-	Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC	-	-	-	-51,712	-100.00%	-	Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA	-	-	-	-44,651	-100.00%	-	Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	-	-	-	-39,470	-100.00%	-	Jun 30, 2024
ORIN GREEN FINANCIAL, LLC	-	-	-	-37,700	-100.00%	-	Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC	-	-	-	-36,249	-100.00%	-	Jun 30, 2024
AMERITAS INVESTMENT PARTNERS, INC.	-	-	-	-30,413	-100.00%	-	Jun 30, 2024
GLADIUS CAPITAL MANAGEMENT LP	-	-	-	-30,133	-100.00%	-	Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD	-	-	-	-25,737	-100.00%	-	Jun 30, 2024
BLUECHIP WEALTH ADVISORS LLC	-	-	-	-25,000	-100.00%	-	Jun 30, 2024
SG AMERICAS SECURITIES, LLC	-	-	-	-23,771	-100.00%	-	Jun 30, 2024
PRUDENTIAL FINANCIAL INC	-	-	-	-20,395	-100.00%	-	Jun 30, 2024
XPONANCE, INC.	-	-	-	-17,874	-100.00%	-	Jun 30, 2024
GROUP ONE TRADING, L.P.	-	-	-	-15,465	-100.00%	-	Jun 30, 2024
STRS OHIO	-	-	-	-13,400	-100.00%	-	Jun 30, 2024
AMALGAMATED BANK	-	-	-	-10,511	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-10,075	-100.00%	-	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-6,934	-100.00%	-	Jun 30, 2024
FORTITUDE FAMILY OFFICE, LLC	-	-	-	-1,467	-100.00%	-	Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC	-	-	-	-169	-100.00%	-	Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	-	-61	-100.00%	-	Jun 30, 2024

Sharecare's largest sold out institutional shareholder by shares sold is PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV, sold -6.63M shares, valued at -, as of undefined.

Sharecare Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
VANGUARD VALLEY FORGE FUNDS	0.40%	207,400	-	-	Mar 31, 2024
Humankind Benefit Corp	0.16%	3,530	287	8.85%	Dec 31, 2023
Vericimetry Funds	0.12%	10,540	-	-	Mar 31, 2024
IndexIQ ETF Trust	0.10%	229,113	-16,017	-6.53%	Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.09%	568,164	-	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.08%	48,911	-	-	Mar 31, 2024
Nushares ETF Trust	0.05%	364,815	-26,784	-6.84%	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.04%	8,181	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.03%	13,835,469	-4,753,711	-25.57%	Mar 31, 2024
FIDELITY COMMONWEALTH TRUST	0.03%	83,205	-	-	Feb 29, 2024
HARTFORD SERIES FUND INC	0.02%	991,689	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.02%	709,042	-168,297	-19.18%	Jan 31, 2024
FIDELITY CONCORD STREET TRUST	0.01%	2,846,050	-8,892	-0.31%	Feb 29, 2024
Harbor ETF Trust	0.01%	59,658	-9,715	-14.00%	Jan 31, 2024
Calvert Variable Products, Inc.	0.01%	30,413	-	-	Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS	0.01%	38,818	-	-	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.01%	146,168	-2,325	-1.57%	Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.01%	183,489	-13,646	-6.92%	Mar 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	106,077	2,046	1.97%	Mar 31, 2024
VANGUARD WORLD FUND	0.00%	1,041,706	5,285	0.51%	Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	109,981	-17,665	-13.84%	Mar 31, 2024
Principal Exchange-Traded Funds	0.00%	39,208	-	-	Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	243,570	240	0.10%	Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	13,663	-3,525	-20.51%	Mar 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	1,622,086	247,283	17.99%	Feb 29, 2024
TIAA-CREF LIFE FUNDS	0.00%	5,090	-	-	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	106,800	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	17,907	2,089	13.21%	Mar 31, 2024
FLEXSHARES TRUST	0.00%	88,914	-	-	Jan 31, 2024
NORTHERN FUNDS	0.00%	137,899	9,892	7.73%	Mar 28, 2024
RUSSELL INVESTMENT CO	0.00%	268,677	-	-	Jan 31, 2024
iSHARES TRUST	0.00%	11,678,585	-750,914	-6.04%	Mar 31, 2024
AMERICAN CENTURY ETF TRUST	0.00%	79,279	-	-	Feb 29, 2024
EQ ADVISORS TRUST	0.00%	818,318	-36,874	-4.31%	Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS	0.00%	1,356,236	149,607	12.40%	Feb 29, 2024
RYDEX SERIES FUNDS	0.00%	2,800	-	-	Dec 31, 2023
Goldman Sachs ETF Trust	0.00%	64,379	-	-	Feb 29, 2024
ALLSPRING MASTER TRUST	0.00%	40,371	-	-	Feb 29, 2024
RUSSELL INVESTMENT FUNDS	0.00%	67,536	-	-	Mar 31, 2024
COLUMBIA FUNDS VARIABLE INSURANCE TRUST	0.00%	252,324	-	-	Mar 31, 2024
VALIC Co I	0.00%	118,351	-478	-0.40%	Feb 29, 2024
Columbia Funds Series Trust II	0.00%	150,358	-	-	Jan 31, 2024
J.P. Morgan Exchange-Traded Fund Trust	0.00%	168,910	-	-	Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	47,928	-105,400	-68.74%	Mar 31, 2024
PENN SERIES FUNDS INC	0.00%	10,100	-	-	Mar 28, 2024
RYDEX DYNAMIC FUNDS	0.00%	1,388	-	-	Dec 31, 2023
NATIONWIDE MUTUAL FUNDS	0.00%	38,016	-249	-0.65%	Jan 31, 2024
LAZARD FUNDS INC	0.00%	11,488	-	-	Mar 31, 2024
TIAA-CREF FUNDS	0.00%	803,107	16,166	2.05%	Jan 31, 2024
ProFunds	0.00%	2,359	-237	-9.13%	Mar 31, 2024
PROSHARES TRUST	0.00%	45,188	5,336	13.39%	Feb 29, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	400,389	33,738	9.20%	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	37,513	6,116	19.48%	Jan 31, 2024
RYDEX VARIABLE TRUST	0.00%	184	-	-	Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND	0.00%	150,613	-	-	Mar 31, 2024
Brighthouse Funds Trust II	0.00%	103,910	648	0.63%	Mar 31, 2024
Direxion Shares ETF Trust	0.00%	16,342	-	-	Jan 31, 2024
MORGAN STANLEY PATHWAY FUNDS	0.00%	10,385	-	-	Feb 29, 2024
SUNAMERICA SERIES TRUST	0.00%	34,939	-142	-0.40%	Jan 31, 2024
Brinker Capital Destinations Trust	0.00%	5,578	-	-	Feb 29, 2024
Series Portfolios Trust	0.00%	425	-	-	Jan 31, 2024
FIDELITY SALEM STREET TRUST	0.00%	218,611	-14,868	-6.37%	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	112,937	-10,223	-8.30%	Mar 31, 2024
SPDR INDEX SHARES FUNDS	0.00%	9,471	555	6.22%	Mar 31, 2024
VANGUARD WELLINGTON FUND	0.00%	15,634	-	-	Feb 29, 2024
PACIFIC SELECT FUND	0.00%	119,251	-5,458	-4.38%	Mar 31, 2024
Bridge Builder Trust	0.00%	122,250	-	-	Mar 31, 2024
SPDR SERIES TRUST	0.00%	814,795	-	-	Mar 31, 2024
COLUMBIA FUNDS SERIES TRUST I	0.00%	84,864	-	-	Feb 29, 2024
GOLDMAN SACHS TRUST	0.00%	47,880	-	-	Mar 31, 2024
ETF Series Solutions	0.00%	284	-	-	Jan 31, 2024
BLACKROCK FUNDS	0.00%	76,700	75,328	5490.38%	Feb 29, 2024
WILSHIRE MUTUAL FUNDS INC	0.00%	2,726	-	-	Dec 31, 2023
BlackRock Variable Series Funds, Inc.	0.00%	40,269	-	-	Mar 31, 2024
Advisors' Inner Circle Fund III	0.00%	842	124	17.27%	Jan 31, 2024
PRINCIPAL FUNDS, INC.	0.00%	38,736	-4,201	-9.78%	Jan 31, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST	0.00%	64,600	-	-	Feb 29, 2024
Fidelity Rutland Square Trust II	0.00%	2,500	-	-	Feb 29, 2024

Sharecare's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 207.40K shares, compromising 0.40% of its total assets.

Sharecare Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	128	-2.29%
31 Mar, 24	131	-
31 Dec, 23	131	0.77%
30 Sep, 23	130	2.36%
30 Jun, 23	127	8.55%
31 Mar, 23	117	-8.59%
31 Dec, 22	128	0.79%
30 Sep, 22	127	11.40%
30 Jun, 22	114	-2.56%
31 Mar, 22	117	25.81%
31 Dec, 21	93	38.81%
30 Sep, 21	67	6600.00%
30 Jun, 21	1	-
30 Jun, 20	1	-

As of 30 Jun 24, 128 institutions are holding Sharecare's shares, representing a decrease of -2.29% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	101,891,802	-20.23%
31 Mar, 24	127,730,159	3.54%
31 Dec, 23	123,363,211	-0.27%
30 Sep, 23	123,692,586	6.97%
30 Jun, 23	115,636,014	0.66%
31 Mar, 23	114,878,259	-4.86%
31 Dec, 22	120,744,939	-0.39%
30 Sep, 22	121,222,102	37.69%
30 Jun, 22	88,039,386	25.36%
31 Mar, 22	70,228,610	15.47%
31 Dec, 21	60,817,716	8.63%
30 Sep, 21	55,986,598	330809.62%
30 Jun, 21	16,919	-
30 Jun, 20	1,287,000	-

Sharecare (SHCR) has 101.89M shares outstanding as of 30 Jun 24, down -20.23% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	28.77%	2.21%
31 Mar, 24	36.06%	2.93%
31 Dec, 23	35.09%	2.83%
30 Sep, 23	35.19%	3.30%
30 Jun, 23	32.66%	3.08%
31 Mar, 23	32.55%	2.71%
31 Dec, 22	34.69%	2.76%
30 Sep, 22	35.45%	5.52%
30 Jun, 22	25.35%	6.11%
31 Mar, 22	20.36%	4.35%
31 Dec, 21	21.64%	7.59%
30 Sep, 21	16.88%	65323707.84%
30 Jun, 21	0.01%	-
30 Jun, 20	0.59%	-

As of 30 Jun 24, Sharecare is held by 28.77% institutional shareholders, representing a 2.21% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	63	14.55%
31 Mar, 24	55	12.24%
31 Dec, 23	49	-18.33%
30 Sep, 23	60	1.69%
30 Jun, 23	59	25.53%
31 Mar, 23	47	-30.88%
31 Dec, 22	68	-4.23%
30 Sep, 22	71	-2.74%
30 Jun, 22	73	2.82%
31 Mar, 22	71	29.09%
31 Dec, 21	55	-6.78%
30 Sep, 21	59	5800.00%
30 Jun, 21	1	-
30 Jun, 20	1	-

63 institutional shareholders have increased their position in SHCR stock as of 30 Jun 24 compared to 55 in the previous quarter (a 14.55% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	36	5.88%
31 Mar, 24	34	3.03%
31 Dec, 23	33	22.22%
30 Sep, 23	27	-
30 Jun, 23	27	-15.63%
31 Mar, 23	32	18.52%
31 Dec, 22	27	8.00%
30 Sep, 22	25	25.00%
30 Jun, 22	20	-9.09%
31 Mar, 22	22	29.41%
31 Dec, 21	17	-
30 Sep, 21	-	-
30 Jun, 21	-	-
30 Jun, 20	-	-

36 institutional shareholders have reduced their position in SHCR stock as of 30 Jun 24 compared to 34 in the previous quarter (a 5.88% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	128	-2.29%	101,891,802	-20.23%	28.77%	2.21%	63	14.55%	36	5.88%
31 Mar, 24	131	-	127,730,159	3.54%	36.06%	2.93%	55	12.24%	34	3.03%
31 Dec, 23	131	0.77%	123,363,211	-0.27%	35.09%	2.83%	49	-18.33%	33	22.22%
30 Sep, 23	130	2.36%	123,692,586	6.97%	35.19%	3.30%	60	1.69%	27	-
30 Jun, 23	127	8.55%	115,636,014	0.66%	32.66%	3.08%	59	25.53%	27	-15.63%
31 Mar, 23	117	-8.59%	114,878,259	-4.86%	32.55%	2.71%	47	-30.88%	32	18.52%
31 Dec, 22	128	0.79%	120,744,939	-0.39%	34.69%	2.76%	68	-4.23%	27	8.00%
30 Sep, 22	127	11.40%	121,222,102	37.69%	35.45%	5.52%	71	-2.74%	25	25.00%
30 Jun, 22	114	-2.56%	88,039,386	25.36%	25.35%	6.11%	73	2.82%	20	-9.09%
31 Mar, 22	117	25.81%	70,228,610	15.47%	20.36%	4.35%	71	29.09%	22	29.41%
31 Dec, 21	93	38.81%	60,817,716	8.63%	21.64%	7.59%	55	-6.78%	17	-
30 Sep, 21	67	6600.00%	55,986,598	330809.62%	16.88%	65323707.84%	59	5800.00%	-	-
30 Jun, 21	1	-	16,919	-	0.01%	-	1	-	-	-
30 Jun, 20	1	-	1,287,000	-	0.59%	-	1	-	-	-

Sharecare Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Blalock Michael	officer	Chief Accounting Officer	S-Sale	Sell	39,000	$1.38	$53.63K	156,645
Aug 15, 2024	Daniel Colin	officer	Chief Administrative Officer	S-Sale	Sell	112,000	$1.38	$154.00K	490,684
Aug 15, 2024	Whaley Dawn	officer	President, CMO	S-Sale	Sell	268,000	$1.38	$368.50K	1,166,635
Aug 15, 2024	Ferrero Justin	officer	President, CFO	S-Sale	Sell	290,000	$1.38	$398.75K	1,632,321
Aug 15, 2024	ARNOLD JEFFREY T	director, 10 percent owner, officer	Co-Founder and Executive Chair	S-Sale	Sell	188,000	$1.38	$258.50K	4,583,795

Open Market Insider Buys

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

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Blalock Michael	officer	Chief Accounting Officer	S-Sale	Sell	39,000	$1.38	$53.63K	156,645
Aug 15, 2024	Daniel Colin	officer	Chief Administrative Officer	S-Sale	Sell	112,000	$1.38	$154.00K	490,684
Aug 15, 2024	Whaley Dawn	officer	President, CMO	S-Sale	Sell	268,000	$1.38	$368.50K	1,166,635
Aug 15, 2024	Ferrero Justin	officer	President, CFO	S-Sale	Sell	290,000	$1.38	$398.75K	1,632,321
Aug 15, 2024	ARNOLD JEFFREY T	director, 10 percent owner, officer	Co-Founder and Executive Chair	S-Sale	Sell	188,000	$1.38	$258.50K	4,583,795
Jul 30, 2024	Blalock Michael	officer	Chief Accounting Officer	M-Exempt	Sell	45,833	-	-	458,334
Jul 30, 2024	Blalock Michael	officer	Chief Accounting Officer	F-InKind	Sell	1,077	$1.38	$1.49K	195,645
Jul 30, 2024	Daniel Colin	officer	Chief Administrative Officer	M-Exempt	Sell	125,000	-	-	1,250,000
Jul 30, 2024	Daniel Colin	officer	Chief Administrative Officer	F-InKind	Sell	2,937	$1.38	$4.05K	602,684
Jul 30, 2024	Ratliff Carrie	officer	Chief Legal Officer	M-Exempt	Sell	104,167	-	-	1,041,667
Jul 30, 2024	Whaley Dawn	officer	President, CMO	M-Exempt	Sell	297,620	-	-	2,976,200
Jul 30, 2024	Whaley Dawn	officer	President, CMO	F-InKind	Sell	6,994	$1.38	$9.65K	1,434,635
Jul 30, 2024	Ferrero Justin	officer	President, CFO	M-Exempt	Sell	297,620	-	-	2,976,200
Jul 30, 2024	Ferrero Justin	officer	President, CFO	F-InKind	Sell	6,994	$1.38	$9.65K	1,922,321

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Blalock Michael	officer	Chief Accounting Officer	S-Sale	Sell	39,000	$1.38	$53.63K	156,645
Aug 15, 2024	Daniel Colin	officer	Chief Administrative Officer	S-Sale	Sell	112,000	$1.38	$154.00K	490,684
Aug 15, 2024	Whaley Dawn	officer	President, CMO	S-Sale	Sell	268,000	$1.38	$368.50K	1,166,635
Aug 15, 2024	Ferrero Justin	officer	President, CFO	S-Sale	Sell	290,000	$1.38	$398.75K	1,632,321
Aug 15, 2024	ARNOLD JEFFREY T	director, 10 percent owner, officer	Co-Founder and Executive Chair	S-Sale	Sell	188,000	$1.38	$258.50K	4,583,795
Jul 30, 2024	Blalock Michael	officer	Chief Accounting Officer	M-Exempt	Sell	45,833	-	-	458,334
Jul 30, 2024	Blalock Michael	officer	Chief Accounting Officer	M-Exempt	Buy	45,833	-	-	196,722
Jul 30, 2024	Blalock Michael	officer	Chief Accounting Officer	F-InKind	Sell	1,077	$1.38	$1.49K	195,645
Jul 30, 2024	Daniel Colin	officer	Chief Administrative Officer	M-Exempt	Sell	125,000	-	-	1,250,000
Jul 30, 2024	Daniel Colin	officer	Chief Administrative Officer	M-Exempt	Buy	125,000	-	-	605,621
Jul 30, 2024	Daniel Colin	officer	Chief Administrative Officer	F-InKind	Sell	2,937	$1.38	$4.05K	602,684
Jul 30, 2024	Ratliff Carrie	officer	Chief Legal Officer	M-Exempt	Sell	104,167	-	-	1,041,667
Jul 30, 2024	Ratliff Carrie	officer	Chief Legal Officer	M-Exempt	Buy	104,167	-	-	550,898
Jul 30, 2024	Whaley Dawn	officer	President, CMO	M-Exempt	Sell	297,620	-	-	2,976,200
Jul 30, 2024	Whaley Dawn	officer	President, CMO	M-Exempt	Buy	297,620	-	-	1,441,629
Jul 30, 2024	Whaley Dawn	officer	President, CMO	F-InKind	Sell	6,994	$1.38	$9.65K	1,434,635
Jul 30, 2024	Ferrero Justin	officer	President, CFO	M-Exempt	Sell	297,620	-	-	2,976,200
Jul 30, 2024	Ferrero Justin	officer	President, CFO	M-Exempt	Buy	297,620	-	-	1,929,315
Jul 30, 2024	Ferrero Justin	officer	President, CFO	F-InKind	Sell	6,994	$1.38	$9.65K	1,922,321
Jul 30, 2024	ARNOLD JEFFREY T	director, 10 percent owner, officer	Co-Founder and Executive Chair	M-Exempt	Buy	417,083	-	-	4,781,596

The last insider sell of Sharecare's stock was made by Blalock Michael on Aug 15 2024, selling 39,000 shares at $1.38 per share (valued at $53.63K).

Sharecare Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	12	26	46.15%
Q2 2024	25	21	119.05%
Q1 2024	10	23	43.48%
Q4 2023	1	7	14.29%
Q3 2023	-	7	-
Q2 2023	30	11	272.73%
Q1 2023	11	2	550.00%
Q3 2022	7	1	700.00%
Q2 2022	9	7	128.57%
Q1 2022	5	3	166.67%
Q4 2021	5	9	55.56%
Q3 2021	20	46	43.48%
Q3 2020	-	4	-

12 total buy trades, and 26 total sell trades (buy/sell ratio of 0.46%) were made by Sharecare's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	5	-
Q2 2024	-	-	-
Q1 2024	-	-	-
Q4 2023	-	-	-
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q3 2022	-	-	-
Q2 2022	1	-	-
Q1 2022	-	-	-
Q4 2021	-	-	-
Q3 2021	-	-	-
Q3 2020	-	-	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 5 open market sell trades of Sharecare's stocks.

Sharecare Peer Ownership

Ticker	Company
FORA	Forian Inc.
NRC	National Research Corporation
PRVA	Privia Health Group, Inc.
STRM	Streamline Health Solutions, Inc.
EVH	Evolent Health, Inc.
CPSI	TruBridge, Inc.
DH	Definitive Healthcare Corp.
HQY	HealthEquity, Inc.
HSTM	HealthStream, Inc.
HCAT	Health Catalyst, Inc.

SHCR Ownership FAQ

Who Owns Sharecare?

Sharecare is owned by institutional shareholders (28.77%), insiders (10.32%), and public (60.91%). The largest institutional shareholder of Sharecare is VANGUARD GROUP INC (4.33% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.40% of total shares).

Who are the major institutional shareholders of Sharecare?

Sharecare's major institutional shareholders are VANGUARD GROUP INC, BERYL CAPITAL MANAGEMENT LLC, PRIVATE MANAGEMENT GROUP INC, WELLS FARGO & COMPANY/MN, and MILLENNIUM MANAGEMENT LLC. The top five shareholders own together 14.44% of the company's share outstanding.

How many Sharecare shareholders are there?

As of Jun 2024, there are 128 institutional shareholders of Sharecare.

What percentage of Sharecare is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 15.32M shares of Sharecare, representing 4.33% of the company's total shares outstanding, valued at $20.68M (as of Jun 2024).

What percentage of Sharecare is owned by BERYL CAPITAL MANAGEMENT LLC?

As of Jun 2024, BERYL CAPITAL MANAGEMENT LLC holds 11.68M shares of Sharecare (SHCR), compromising 3.30% of the company, valued at $15.77M.

What percentage of Sharecare is owned by PRIVATE MANAGEMENT GROUP INC?

PRIVATE MANAGEMENT GROUP INC is the third largest holder of Sharecare. The company owns 10.41M of the company's shares outstanding (worth $14.05M).