Position in AGNT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$108,311
-$40,932 QoQ
Shares Held
18,082
+9.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNT Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Optimize Financial Inc holds $108,311 across 1 Real Estate Services name. AGNT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNT |
AGNT, Inc.
This page
|
18,082 | $108,311 |
All Filings in AGNT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,311 | 18,082 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $149,243 | 16,491 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $173,278 | 16,255 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $131,558 | 14,457 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $142,406 | 14,561 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $148,122 | 12,869 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||