Jive Software, Inc. hedge fund holdings
JIVE$94.97+0.65 (+0.69%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
JIVE · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+25.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 46 | 6 | $258M | $6.39M | 54 | Aug 14, 2025 |
| Q3 2025 | 61 | 11 | $239M | $13.8M | 90 | Nov 14, 2025 |
| Q4 2025 | 87 | 18 | $241M | $72.2M | 131 | Feb 14, 2026 |
| Q1 2026 | 125 | 24 | $592M | $48.2M | 175 | May 15, 2026 |
| Q2 2026 | 136 | 29 | $900M | $72.3M | 210 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
210 filersNew position
43$143M+1.55M sh
Increased
93$757M+8.23M sh
Reduced
20-$62.1M-675K sh
Out / sold
9-$10.2M-111K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | Added 56.78% | +$80.3M | $222M | 2.93% | Jul 29, 2026 |
| MML Investors Services, LLC | Added 139.23% | +$40.2M | $69.1M | 0.14% | Aug 7, 2026 |
| Lido Advisors, LLC | Reduce 65.33% | -$29.8M | $15.8M | 0.04% | Aug 7, 2026 |
| Grant Street Asset Management, Inc. | New Buy | +$26.7M | $26.7M | 4.38% | Aug 5, 2026 |
| Greenwood Gearhart LLC | New Buy | +$24.8M | $24.8M | 1.16% | Jul 24, 2026 |
| Cooper Financial Group | New Buy | +$23.3M | $23.3M | 1.93% | Jul 8, 2026 |
| Flow Traders U.S. LLC | New Buy | +$20.3M | $20.3M | 0.84% | Aug 14, 2026 |
| Archer Investment Corp | Added 120.23% | +$10.9M | $19.9M | 1.93% | Aug 19, 2026 |
| Ssi Investment Management LLC | New Buy | +$10M | $10M | 0.58% | Aug 10, 2026 |
| Oak Barrel Wealth Advisory LLC | Added 143.48% | +$6.33M | $10.7M | 4.74% | Aug 7, 2026 |
| Central Pacific Bank - Trust Division | New Buy | +$4.66M | $4.66M | 0.47% | Jul 7, 2026 |
| Natixis Advisors, LLC | Added 108.36% | +$4.12M | $7.92M | 0.01% | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | New Buy | +$4.06M | $4.06M | 0.02% | Jul 20, 2026 |
| Old Mission Capital LLC | Reduce 68.04% | -$3.8M | $1.78M | 0.03% | Aug 14, 2026 |
| Cardinal Strategic Wealth Guidance | New Buy | +$3.65M | $3.65M | 0.83% | Jul 30, 2026 |
| Aspire Capital Advisors LLC | Added 28.07% | +$3.4M | $15.5M | 3.02% | Aug 5, 2026 |
| Geneos Wealth Management Inc. | Added 135.13% | +$3.2M | $5.57M | 0.11% | Aug 6, 2026 |
| Savvy Advisors, Inc. | New Buy | +$2.92M | $2.92M | 0.06% | Aug 3, 2026 |
| A4 Wealth Advisors LLC | Reduce 85.36% | -$2.7M | $464K | 0.31% | Jul 28, 2026 |
| Mgo One Seven LLC | Added 73.68% | +$2.26M | $5.32M | 0.09% | Jul 31, 2026 |
| Concurrent Investment Advisors, LLC | Added 89.82% | +$2.13M | $4.5M | 0.04% | Jul 27, 2026 |
| KWB Wealth | Added 25.76% | +$2.09M | $10.2M | 0.87% | Jul 10, 2026 |
| Boyer Financial Services, Inc. | New Buy | +$2.05M | $2.05M | 1.73% | Jul 20, 2026 |
| Cornerstone Wealth Management, LLC | Reduce 17.80% | -$1.84M | $8.5M | 0.37% | Jul 22, 2026 |
| Plan Group Financial, LLC | Added 27.66% | +$1.79M | $8.27M | 1.70% | Aug 3, 2026 |
| Belpointe Asset Management LLC | New Buy | +$1.64M | $1.64M | 0.05% | Jul 31, 2026 |
| RFG Advisory, LLC | Sell 100% | -$1.47M | $0 | 0.00% | Jul 15, 2026 |
| Pine Valley Investments Ltd Liability Co | Added 10.34% | +$1.46M | $15.6M | 0.62% | Jul 24, 2026 |
| Cibc World Market Inc. | Reduce 37.40% | -$1.46M | $2.44M | 0.00% | Aug 13, 2026 |
| Atria Investments, Inc | New Buy | +$1.45M | $1.45M | 0.01% | Jul 28, 2026 |
| Signature Equity Partners, LLC | Added 2557.50% | +$1.39M | $1.45M | 0.67% | Jul 30, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | Added 195.85% | +$1.21M | $1.82M | 1.11% | Jul 21, 2026 |
| WCG Wealth Advisors LLC | New Buy | +$1.19M | $1.19M | 0.03% | Aug 14, 2026 |
| Saxony Capital Management, LLC | Added 19.50% | +$1.16M | $7.13M | 3.27% | Jul 15, 2026 |
| PFG Advisors | Added 17.07% | +$1.1M | $7.51M | 0.38% | Jul 16, 2026 |
| Cary Street Partners Financial LLC | Added 13.23% | +$1.06M | $9.11M | 0.20% | Jul 17, 2026 |
| Walkner Condon Financial Advisors LLC | Added 17.26% | +$1.01M | $6.85M | 0.79% | Jul 27, 2026 |
| Kennedy Investment Group, Inc. | New Buy | +$950K | $950K | 0.32% | Jul 30, 2026 |
| &Partners | Added 57.78% | +$930K | $2.54M | 0.01% | Aug 14, 2026 |
| Avaii Wealth Management, LLC | Added 6.14% | +$815K | $14.1M | 4.14% | Aug 10, 2026 |
| GTS Securities LLC | New Buy | +$787K | $787K | 0.02% | Aug 14, 2026 |
| WESPAC Advisors, LLC | Reduce 14.82% | -$744K | $4.28M | 2.09% | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | Reduce 42.61% | -$739K | $996K | 0.06% | Aug 4, 2026 |
| Hunter Associates Investment Management LLC | Added 13.14% | +$736K | $6.34M | 0.73% | Jul 23, 2026 |
| Lineweaver Wealth Advisors, LLC | Added 3.85% | +$655K | $17.7M | 2.09% | Jul 9, 2026 |
| Unique Wealth, LLC | Added 135.56% | +$647K | $1.12M | 0.13% | Jul 21, 2026 |
| Prospera Financial Services Inc | Added 201.03% | +$630K | $943K | 0.01% | Jul 15, 2026 |
| Emerald Advisors, LLC | Added 21.44% | +$604K | $3.42M | 0.43% | Jul 20, 2026 |
| Lane Brothers & Co Inc | New Buy | +$598K | $598K | 0.39% | Aug 5, 2026 |
| Evernest Financial Advisors, LLC | Added 41.09% | +$526K | $1.8M | 0.38% | Aug 6, 2026 |
| Nations Financial Group Inc, /Ia/ | New Buy | +$498K | $498K | 0.02% | Jul 23, 2026 |
| Kaizen Financial Strategies | Added 29.24% | +$453K | $2M | 0.65% | Jul 30, 2026 |
| Foundations Investment Advisors, LLC | Reduce 22.10% | -$445K | $1.57M | 0.02% | Aug 14, 2026 |
| Verus Capital Partners, LLC | Added 3.15% | +$418K | $13.7M | 0.74% | Aug 6, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 21.62% | -$409K | $1.48M | 0.15% | Jul 16, 2026 |
| Arkadios Wealth Advisors | Added 25.85% | +$398K | $1.94M | 0.03% | Aug 10, 2026 |
| NCM Capital Management, LLC | Added 49.57% | +$398K | $1.2M | 0.37% | Aug 14, 2026 |
| Assetmark, Inc | Reduce 3.32% | -$394K | $11.5M | 0.02% | Jul 30, 2026 |
| Clear Point Advisors Inc. | New Buy | +$375K | $375K | 0.33% | Jul 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sell 100% | -$339K | $0 | 0.00% | Jul 9, 2026 |
| Redhawk Wealth Advisors, Inc. | New Buy | +$331K | $331K | 0.03% | Jul 9, 2026 |
| Gladstone Institutional Advisory LLC | Added 17.96% | +$325K | $2.13M | 0.07% | Jul 27, 2026 |
| Golden State Wealth Management, LLC | New Buy | +$298K | $298K | 0.03% | Jul 22, 2026 |
| Financial Partners Group, Inc | New Buy | +$293K | $293K | 0.03% | Jul 23, 2026 |
| Hopwood Nicholas Hunter | Added 26.39% | +$288K | $1.38M | 0.38% | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | Added 61.03% | +$278K | $733K | 0.01% | Aug 19, 2026 |
| Advisory Alpha, LLC | Added 43.38% | +$273K | $901K | 0.02% | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | New Buy | +$271K | $271K | 0.00% | Aug 11, 2026 |
| Quantinno Capital Management LP | Added 51.27% | +$266K | $786K | 0.00% | Aug 13, 2026 |
| Claro Advisors Inc. | Added 45.04% | +$263K | $846K | 0.09% | Jul 30, 2026 |
| Baird Financial Group, Inc. | New Buy | +$242K | $242K | 0.00% | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | New Buy | +$239K | $239K | 0.01% | Jul 27, 2026 |
| DAVENPORT & Co LLC | New Buy | +$236K | $236K | 0.00% | Jul 13, 2026 |
| WESPAC Advisors SoCal, LLC | Added 3.83% | +$234K | $6.33M | 1.13% | Jul 16, 2026 |
| TKG Advisors, LLC | Added 3.96% | +$232K | $6.09M | 2.12% | Jul 27, 2026 |
| Carnegie Investment Counsel | New Buy | +$218K | $218K | 0.00% | Jul 30, 2026 |
| Eaton Financial Holdings Company, LLC | Added 41.50% | +$214K | $730K | 0.20% | Aug 5, 2026 |
| Wedbush Securities Inc | Added 56.06% | +$210K | $584K | 0.02% | Jul 28, 2026 |
| LBMC Investment Advisors, LLC | New Buy | +$203K | $203K | 0.01% | Aug 10, 2026 |
| Echo Wealth Management, LLC | Added 88.04% | +$193K | $412K | 0.21% | Jul 24, 2026 |
| Delta Investment Management, LLC | Reduce 6.95% | -$192K | $2.57M | 0.42% | Aug 13, 2026 |
| Essex Financial Services, Inc. | Added 78.25% | +$184K | $419K | 0.02% | Aug 10, 2026 |
| Modus Advisors, LLC | Added 1.81% | +$179K | $10M | 2.48% | Aug 3, 2026 |
| TD Private Client Wealth LLC | Added 140.56% | +$166K | $285K | 0.01% | Aug 4, 2026 |
| Moors & Cabot, Inc. | Added 60.93% | +$159K | $421K | 0.02% | Aug 10, 2026 |
| Caldwell Sutter Capital, Inc. | Added 1206.29% | +$159K | $172K | 0.06% | Aug 5, 2026 |
| Capital Advisors Wealth Management, LLC | Added 13.68% | +$150K | $1.25M | 0.15% | Jul 23, 2026 |
| Caitlin John, LLC | New Buy | +$147K | $147K | 0.08% | Aug 17, 2026 |
| Capital Analysts, LLC | Added 35.35% | +$140K | $536K | 0.01% | Aug 5, 2026 |
| Essential Investment Partners LLC | Added 29.47% | +$133K | $586K | 0.47% | Jul 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | Added 15.94% | +$120K | $876K | 0.02% | Jul 2, 2026 |
| Spire Wealth Management | Added 84.99% | +$109K | $238K | 0.01% | Jul 15, 2026 |
| Lockerman Financial Group, Inc. | Added 24.54% | +$109K | $552K | 0.84% | Jul 16, 2026 |
| Lake Street Private Wealth, LLC | Added 25.91% | +$109K | $528K | 0.06% | Aug 10, 2026 |
| Kingswood Wealth Advisors, LLC | Added 3.27% | +$100K | $3.17M | 0.13% | Jul 27, 2026 |
| NewEdge Wealth, LLC | Reduce 7.16% | -$100K | $1.3M | 0.01% | Aug 10, 2026 |
| Cary Street Partners Investment Advisory LLC | Added 69.69% | +$96.8K | $236K | 0.05% | Jul 17, 2026 |
| Prospect Financial Services LLC | Added 21.73% | +$89.7K | $502K | 0.25% | Aug 6, 2026 |
| Park Avenue Securities LLC | Reduce 2.79% | -$87.8K | $3.06M | 0.02% | Jul 20, 2026 |
| G&S Capital LLC | Added 2.14% | +$86.5K | $4.14M | 1.20% | Jul 10, 2026 |