Perion Network Ltd. (PERI) — Smart Money Tracker (13F, Q2 2026)

PERI ranks #4719 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

PERI is a top-conviction position for Value Base Ltd. — at 9.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PERI belongs to Private Capital Management, LLC, but the position matters far more to Value Base Ltd., who has 9.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Farther Finance Advisors, LLC has trimmed its PERI position for two straight quarters, cutting it by $6.9K while still holding $1.9K.

PERI is down 4% today, but institutions show net buying of $3.5M this quarter — a divergence between today's price move and the underlying institutional flow.

PERI reported a net loss of $7.9M in its latest fiscal year.

• Not yet profitable — net loss of $7.9M in the latest fiscal year
• Revenue declined 11.7% year over year
• Net income declined year over year, from $12.6M to -$7.9M
• Generated $41.9M in positive operating cash flow
• Current ratio of 2.76x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.35x equity — within a conventional range