PARNASSUS FUNDS - PFPMX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Added to | 1,977 | 76 | 0.02% | 0.02% | 1 | +185 | 10.32% | Q4 2025 | Feb 03, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,079 | 54 | 0.02% | 0.03% | 2 | +90 | 9.1% | Q4 2025 | Jan 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 148 | 5 | 0.0% | — | 3 | +148 | New | Q4 2025 | Feb 18, 2026 |