Pubmatic Inc-class A (PUBM) — Institutional Holders Breakdown (Q2 2026)

PUBM ranks #3602 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PUBM is a top-conviction position for Simcoe Capital LLC — at 5.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PUBM belongs to Graham Holdings Co, but the position matters far more to Simcoe Capital LLC, who has 5.5% 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.

Graham Holdings Co has added to its PUBM position for two straight quarters, increasing it by $19.5M to reach $44.6M today.

David Shaw has trimmed its PUBM position for two straight quarters, cutting it by $4.3M while still holding $581.5K.

PUBM is down 2.2% today, but institutions show net buying of $35.3M this quarter — a divergence between today's price move and the underlying institutional flow.

PUBM reported a net loss of $13.5M over the trailing twelve months.

• Not yet profitable — net loss of $13.5M over the trailing twelve months
• Revenue declined 1.0% year over year
• Net income declined year over year, from -$1.7M to -$13.5M
• Generated $81.1M in positive operating cash flow
• Current ratio of 1.39x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.59x equity — within a conventional range