IcoreconnectICCT

13F holders, Q1 2025 (March 31)
10holders
2new positions
2sold out
$2.25avg. 13F price*

At the end of Q1 2025, 10 institutions reported holding Icoreconnect Inc. (ICCT) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Sassicaia Capital Advisers LLC ($31K), Geode Capital Management, LLC ($26K) and Tower Research Capital LLC (TRC) ($12K).

Company
Icoreconnect Inc.
CUSIP
450958301
Latest filing quarter
Q2 2025

History

Number of 13F holders

0246810 Q4 2024: 10Q4 2024Q1 2025: 10Q1 2025Q2 2025: 2Q2 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$57K
Exits2$95K

All 13F filers, Q4 2024 → Q1 2025: 30,905 shares bought and 39,164 shares sold, net −8,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Sassicaia Capital Advisers LLC 0.11% New 14,000 $31K
Geode Capital Management, LLC 0.00% New 11,590 $26K
Tower Research Capital LLC (TRC) 0.00% Add +3210.5% 5,363 $12K
Morgan Stanley 0.00% Add +35.6% 400 $896
Medallion Wealth Advisors, LLC 0.00% No change 172 $812
Northwestern Mutual Wealth Management Co. 0.00% No change 104 $233
Osaic Holdings, Inc. 0.00% No change 60 $134
Bank of America Corp. 0.00% Add +300.0% 12 $27
NewEdge Advisors, LLC 0.00% No change 10 $22
UBS Group AG 0.00% Reduce -99.9% 1 $2

"% of holder's portfolio" is ICCT's weight in each manager's 13F, not the share of Icoreconnect Inc. the manager owns.