PubMatic, Inc. (PUBM): A Bull Case Theory
We came across a bullish thesis on PubMatic, Inc. (PUBM) on Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on PUBM. PubMatic, Inc.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Renaissance Technologies Jim Simons | 1,063,500 | $15,622,815 | -3% | 0.02% |
2. | Millennium Management Israel Englander | 361,381 | $5,308,687 | +77% | 0% |
3. | 193,100 | $2,836,639 | -12% | 0% | |
4. | 179,400 | $2,635,386 | -1% | 0% | |
5. | Citadel Investment Group Ken Griffin | 163,562 | $2,402,726 | +41% | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$34.60 | 3,000 | Large Shareholder | 738,000 | 2021-05-21 | Filing | |
$34.68 | 2,000 | Large Shareholder | 132,050 | 2021-05-21 | Filing | |
$34.29 | 10,000 | Large Shareholder | 735,000 | 2021-05-20 | Filing | |
$35.00 | 2,000 | Large Shareholder | 130,050 | 2021-05-20 | Filing | |
$33.53 | 3,000 | Large Shareholder | 128,050 | 2021-05-20 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$9.83 | 4,000 | 27,026 | 2025-05-05 | Filing | ||
$9.84 | 25,000 | 8,297 | 2025-05-05 | Filing | ||
$9.31 | 33,213 | 32,304 | 2025-04-02 | Filing | ||
$9.14 | 25,000 | 0 | 2025-04-01 | Filing | ||
$9.31 | 5,401 | 60,465 | 2025-04-02 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 3,452,096 | $31,552,163 | 0% | |
2. | 268,637 | $2,455,342 | 0.01% | |
3. | 120,926 | $1,105,265 | 0% | |
4. | 92,733 | $847,580 | 0% | |
5. | 63,184 | $577,497 | 0.45% |