AIOTNasdaqCommunications Equipment, NECFiscal year ends March 31
Powerfleet, Inc.
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$2.55+0.16 (+6.69%)
Close on Oct 19, 2026
- Market cap
- $342.13M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.7%
115M of 134M shares
Institutional holders
181
22 new, 33 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,103,728 | 6.60% | 13G (passive) | Sep 30, 2024 |
| Private Capital Management, LLC | 6,785,436 | 5.12% | 13D (active) amendment | Feb 21, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AIOT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,310,458 | 7.68% | $39.49M | +343,727 | 0.00% |
| Private Capital Management, LLC | 7,462,763 | 5.56% | $28.58M | −14,095 | 2.52% |
| Disciplined Growth Investors Inc /Mn | 6,258,600 | 4.66% | $23.97M | −1,057,572 | 0.41% |
| Private Management Group Inc | 5,731,137 | 4.27% | $21.95M | +218,615 | 0.58% |
| Royce & Associates LP | 5,544,177 | 4.13% | $21.23M | +561,859 | 0.17% |
| 325 Capital LLC | 5,283,000 | 3.94% | $20.23M | +1,445,590 | 4.82% |
| Samjo Management, LLC | 5,254,422 | 3.91% | $20.12M | +1,262,305 | 6.87% |
| Vanguard Capital Management LLC | 5,121,794 | 3.82% | $19.62M | +11,142 | 0.00% |
| Dimensional Fund Advisors LP | 4,190,798 | 3.12% | $16.05M | +61,128 | 0.00% |
| CenterBook Partners LP | 4,107,647 | 3.06% | $15.73M | +666,124 | 0.77% |
| Pinnacle Associates Ltd | 3,984,734 | 2.97% | $15.26M | +853,990 | 0.17% |
| Vanguard Portfolio Management LLC | 3,912,355 | 2.91% | $14.98M | +238,317 | 0.00% |
| AWM Investment Company, Inc. | 3,840,463 | 2.86% | $14.71M | −861,043 | 1.28% |
| State Street Corp | 3,266,242 | 2.43% | $12.51M | −109,053 | 0.00% |
| Geode Capital Management, LLC | 3,257,398 | 2.43% | $12.48M | +192,658 | 0.00% |
| Wasatch Advisors LP | 2,608,977 | 1.94% | $9.99M | +367,248 | 0.07% |
| Kopion Asset Management, LLC | 2,424,288 | 1.81% | $9.29M | −12,324 | 5.87% |
| Bandera Partners LLC | 2,381,666 | 1.77% | $9.12M | – | 3.21% |
| Kennedy Capital Management LLC | 2,352,695 | 1.75% | $9.01M | +339,040 | 0.16% |
| Grizzlyrock Capital, LLC | 1,794,303 | 1.34% | $6.87M | +1,392,881 | 4.81% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 181 | 115M | 85.7% | 22 / 82 | 55 / 33 | 11M | 14M |
| Q1 2026 | 194 | 118M | 88.0% | 34 / 82 | 52 / 32 | 27M | 13M |
| Q4 2025 | 194 | 114M | 85.1% | 36 / 71 | 52 / 19 | 13M | 12M |
| Q3 2025 | 179 | 114M | 84.7% | 37 / 65 | 49 / 23 | 13M | 8M |
| Q2 2025 | 166 | 108M | 80.8% | 26 / 74 | 46 / 44 | 20M | 15M |
| Q1 2025 | 186 | 103M | 77.1% | 53 / 68 | 48 / 24 | 22M | 13M |
| Q4 2024 | 158 | 94M | 70.4% | 47 / 62 | 26 / 11 | 27M | 7M |
| Q3 2024 | 125 | 75M | 56.1% | 30 / 47 | 26 / 15 | 24M | 5M |
| Q2 2024 | 111 | 63M | 47.0% | 48 / 30 | 19 / 24 | 28M | 4M |
| Q1 2024 | 87 | 39M | 29.0% | 49 / 24 | 4 / 7 | 15M | 0M |
| Q4 2023 | 46 | 24M | 18.0% | 9 / 19 | 8 / 5 | 3M | 0M |
| Q3 2023 | 44 | 22M | 16.6% | 5 / 11 | 13 / 6 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AIOT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,618,222 | 2.70% | $13.86M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,290,817 | 2.45% | $12.60M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 3,024,175 | 2.25% | $11.82M | 0.01% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 1,497,316 | 1.12% | $5.87M | 0.03% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 1,400,278 | 1.04% | $5.49M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,385,545 | 1.03% | $5.31M | 0.01% | Jun 30, 2026 |
| Wasatch Micro Cap Value Fund | 1,377,154 | 1.03% | $5.27M | 1.36% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 1,214,757 | 0.91% | $4.65M | 0.03% | Jun 30, 2026 |
| Royce Small-Cap Opportunity Fund | 1,088,430 | 0.81% | $4.17M | 0.30% | Jun 30, 2026 |
| Royce Small-Cap Fund | 751,408 | 0.56% | $2.88M | 0.13% | Jun 30, 2026 |
| Private Capital Management Value Fund | 707,080 | 0.53% | $2.77M | 3.81% | Jul 31, 2026 |
| Royce Micro-Cap Fund | 679,885 | 0.51% | $2.60M | 0.61% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 636,992 | 0.47% | $2.49M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 631,955 | 0.47% | $2.47M | 0.01% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 614,064 | 0.46% | $2.41M | 0.03% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven Mark Towe | Chief Executive Officer, Director | 2,837,055 | 2.11% | Jul 29, 2026 |
| Paul S. Lalljie | See remarks | 450,000 | 0.34% | Aug 11, 2026 |
| David Wilson | Chief Financial Officer | 575,926 | 0.43% | Jul 29, 2026 |
| Melissa Rose Ingram | See remarks | 505,135 | 0.38% | Jul 29, 2026 |
| Michael Joseph Powell | Chief Innovation Officer | 192,199 | 0.14% | Feb 27, 2026 |
| Catherine J. Lewis | Chief Customer Officer | 52,972 | 0.04% | Dec 9, 2024 |
| Ian Jacobs | Director | 4,084,741 | 3.04% | Sep 18, 2026 |
| Michael J. Casey | Director | 218,220 | 0.16% | Sep 18, 2026 |
| Michael J. McConnell | Director | 52,424 | 0.04% | May 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael J. Casey Director | Sep 17, 2026 | Award | +29,167 | – | – | 218,220 |
| Ian Jacobs Director | Sep 17, 2026 | Award | +29,167 | – | – | 102,309 |
| Michael J. Casey Director | Aug 17, 2026 | Award | +3,050 | – | – | 189,053 |
| Paul S. Lalljie See remarks | Aug 11, 2026 | Award | +225,000 | – | – | 450,000 |
| Paul S. Lalljie See remarks | Aug 11, 2026 | Award | +225,000 | – | – | 225,000 |
| Melissa Rose Ingram See remarks | Jul 27, 2026 | Tax withholding | −12,018 | $4.42 | $53.12K | 505,135 |
| David Wilson Chief Financial Officer | Jul 27, 2026 | Tax withholding | −13,250 | $4.42 | $58.57K | 575,926 |
| Steven Mark Towe Chief Executive Officer, Director | Jul 27, 2026 | Tax withholding | −48,959 | $4.42 | $216.40K | 2,837,055 |
| Steven Mark Towe Chief Executive Officer, Director | Jul 27, 2026 | Tax withholding | −27,313 | $4.42 | $120.72K | 2,886,014 |
| Michael J. McConnell Director | May 18, 2026 | Award | +24,396 | – | – | 52,424 |
| Ian Jacobs Director | May 18, 2026 | Award | +24,396 | – | – | 73,142 |
| Michael Joseph Powell Chief Innovation Officer | Feb 25, 2026 | Award | +77,418 | – | – | 192,199 |
| Michael Joseph Powell Chief Innovation Officer | Feb 25, 2026 | Award | +38,709 | – | – | 114,781 |
| David Wilson Chief Financial Officer | Feb 25, 2026 | Award | +193,545 | – | – | 589,176 |
| David Wilson Chief Financial Officer | Feb 25, 2026 | Award | +96,772 | – | – | 395,631 |
| Steven Mark Towe Chief Executive Officer, Director | Feb 25, 2026 | Award | +193,545 | – | – | 2,526,237 |
| Steven Mark Towe Chief Executive Officer, Director | Feb 25, 2026 | Award | +387,090 | – | – | 2,913,327 |
| Melissa Rose Ingram See remarks | Feb 25, 2026 | Award | +170,319 | – | – | 517,153 |
| Melissa Rose Ingram See remarks | Feb 25, 2026 | Award | +85,160 | – | – | 346,834 |
| Michael Joseph Powell Chief Innovation Officer | Jan 7, 2026 | Tax withholding | −3,042 | $5.25 | $15.97K | 76,072 |
| Steven Mark Towe Chief Executive Officer, Director | Jan 1, 2026 | Tax withholding | −48,959 | $5.32 | $260.46K | 2,332,692 |
| Michael J. McConnell Director | Aug 18, 2025 | Buy | +10,000 | $4.64 | $46.40K | 28,028 |
| Steven Mark Towe Chief Executive Officer, Director | Aug 14, 2025 | Buy | +23,157 | $4.42 | $102.35K | 2,457,923 |
| David Wilson Chief Financial Officer | Jul 27, 2025 | Tax withholding | −13,250 | $4.57 | $60.55K | 298,859 |
| Melissa Rose Ingram See remarks | Jul 27, 2025 | Tax withholding | −12,018 | $4.57 | $54.92K | 261,674 |
| Steven Mark Towe Chief Executive Officer, Director | Jul 27, 2025 | Tax withholding | −76,272 | $4.57 | $348.56K | 2,381,651 |
| Steven Mark Towe Chief Executive Officer, Director | Mar 30, 2025 | Award | +312,500 | – | – | 1,599,254 |
| Steven Mark Towe Chief Executive Officer, Director | Mar 30, 2025 | Award | +174,337 | – | – | 2,086,091 |
| Steven Mark Towe Chief Executive Officer, Director | Mar 30, 2025 | Award | +312,500 | – | – | 1,911,754 |
| Steven Mark Towe Chief Executive Officer, Director | Mar 30, 2025 | Award | +348,675 | – | – | 2,434,766 |
| Steven Mark Towe Chief Executive Officer, Director | Mar 30, 2025 | Award | +312,500 | – | – | 1,286,754 |
| Steven Mark Towe Chief Executive Officer, Director | Mar 30, 2025 | Award | +312,500 | – | – | 974,254 |
| Michael Joseph Powell Chief Innovation Officer | Mar 30, 2025 | Award | +26,371 | – | – | 26,371 |
| Michael Joseph Powell Chief Innovation Officer | Mar 30, 2025 | Award | +52,743 | – | – | 79,114 |
| David Wilson Chief Financial Officer | Mar 30, 2025 | Award | +174,337 | – | – | 312,109 |
| David Wilson Chief Financial Officer | Mar 30, 2025 | Award | +87,169 | – | – | 137,772 |
| Melissa Rose Ingram See remarks | Mar 30, 2025 | Award | +153,417 | – | – | 273,692 |
| Melissa Rose Ingram See remarks | Mar 30, 2025 | Award | +76,709 | – | – | 120,275 |
| Catherine J. Lewis Chief Customer Officer | Dec 6, 2024 | Sale | −187,990 | $6.73 | $1.27M | 52,972 |
| Catherine J. Lewis Chief Customer Officer | Dec 5, 2024 | Sale | −82,010 | $7.05 | $578.17K | 240,962 |
| Michael Brodsky Director | May 16, 2024 | Award | +18,028 | – | – | 275,206 |
| Michael J. McConnell Director | May 16, 2024 | Award | +18,028 | – | – | 18,028 |
| Ian Jacobs Director | May 16, 2024 | Award | +18,028 | – | – | 48,746 |
| Michael J. McConnell Director | May 16, 2024 | Award | +18,028 | – | – | 18,028 |
| Ian Jacobs Director | May 16, 2024 | Award | +18,028 | – | – | 48,746 |
| Michael Brodsky Director | May 16, 2024 | Award | +18,028 | – | – | 275,206 |
| David Wilson Chief Financial Officer | Apr 2, 2024 | Tax withholding | −24,397 | $5.12 | $124.91K | 50,603 |
| Steven Mark Towe Chief Executive Officer, Director | Apr 2, 2024 | Tax withholding | −470,000 | $5.12 | $2.41M | 661,754 |
| James Scott Zeitunian Chief Technology Officer | Apr 2, 2024 | Tax withholding | −6,780 | $5.12 | $34.71K | 33,220 |
| Michael Brodsky Director | Apr 2, 2024 | Tax withholding | −7,279 | $5.12 | $37.27K | 257,178 |
| Ian Jacobs Director | Apr 2, 2024 | Award | +30,718 | – | – | 30,718 |
| Ian Jacobs Director | Apr 2, 2024 | Award | +4,351,350 | – | – | 4,351,350 |
| Steven Mark Towe Chief Executive Officer, Director | Sep 9, 2023 | Award | +900,000 | – | – | 1,131,754 |
| Michael J. Casey Director | Jul 28, 2023 | Tax withholding | −9,322 | $2.74 | $25.54K | 186,003 |
| Charles Frumberg Director | Jul 28, 2023 | Tax withholding | −10,889 | $2.74 | $29.84K | 150,665 |
| Michael Brodsky Director | Jul 28, 2023 | Tax withholding | −9,322 | $2.74 | $25.54K | 264,457 |
| Michael Brodsky Director | Jul 26, 2023 | Award | +20,562 | – | – | 273,779 |
| Michael J. Casey Director | Jul 26, 2023 | Award | +20,562 | – | – | 195,325 |
| Charles Frumberg Director | Jul 26, 2023 | Award | +20,562 | – | – | 161,554 |
| Elchanan Maoz Director | Jul 26, 2023 | Award | +20,562 | – | – | 35,728 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael Brodsky Director | Feb 13, 2026 | 8,000 | $29.36K | Feb 13, 2026 | Open Market Purchase |
| Catherine J. Lewis Officer | Dec 11, 2024 | 270,000 | $1.84M | Dec 5, 2024 | Acquired in connection with the business combination between Powerfleet, Inc. and MiX Telematics Limited |