Cross-institution positioning
May 6, 2026Strong institutional reduction. 2 reducing, 1 exited across 3 comparable institutions.
Source: Schedule 13 researchPSMT Institutional Ownership
PRICESMART INC
Latest stored close $168.88 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Sell
27/100
3 tracked · 3 comparable
Latest filing
May 6, 2026
Positive breadth
0 positive · 3 negative
Recent close
$168.88
Research confidence
Medium
Institutional Research 0/100 · 0 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
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Accumulating0
Newly reported0
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 27/100
Confidence:Medium
Why this signal
- 0 tracked institutions accumulating versus 3 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
20/100
Insiders
22/100
Fundamentals
52/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 17, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 21 sales by 4 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Jul 8, 2026Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 8, 2026Revenue +12.5% YoY; Net income +12.9% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 64% through its reported 52-week range; +43.3% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Fidelity / FMR.
Filed May 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 23, 2024
Direction locked
BlackRock
Filed Apr 29, 2025
Direction locked
Fidelity / FMR
Filed May 6, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 23, 2024
BlackRock
Filed Apr 29, 2025
Fidelity / FMR
Filed May 6, 2026
Vanguard Group
Filed Mar 27, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth4Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 17, 2026 | Bhatia Shweta | AGrant, award, or other acquisition | Common Stock, $0.0001 par value per share | 26.9K | $0.00 | Direct | Sep 21, 2026 |
| Sep 17, 2026 | Hernandez Gualberto | AGrant, award, or other acquisition | Common Stock, $0.0001 par value per share | 2.6K | $0.00 | Direct | Sep 21, 2026 |
| Sep 17, 2026 | White Shari G. | AGrant, award, or other acquisition | Common Stock, $0.0001 par value per share | 19.0K | $0.00 | Direct | Sep 21, 2026 |
| Sep 17, 2026 | Velasco Francisco | AGrant, award, or other acquisition | Common Stock, $0.0001 par value per share | 2.9K | $0.00 | Direct | Sep 21, 2026 |
| Sep 17, 2026 | HILDEBRANDT JOHN D | AGrant, award, or other acquisition | Common Stock, $0.0001 par value per share | 6.1K | $0.00 | Direct | Sep 21, 2026 |
| Sep 17, 2026 | Price David R | AGrant, award, or other acquisition | Common Stock, $0.0001 par value per share | 8.5K | $0.00 | Direct | Sep 21, 2026 |
| Aug 17, 2026 | Velasco Francisco | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 338 | $177.87 | Direct | Aug 19, 2026 |
| Aug 3, 2026 | Bahrambeygui Sherry S. | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 3.5K | $197.38 | Direct | Aug 4, 2026 |
| Jul 31, 2026 | Bahrambeygui Sherry S. | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 800 | $194.47 | Direct | Aug 4, 2026 |
| Jul 31, 2026 | Bahrambeygui Sherry S. | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 200 | $194.40 | Direct | Aug 4, 2026 |
| Jul 29, 2026 | PRICE ROBERT E | GGift | Common Stock | 6.4K | $0.00 | Indirect | Jul 30, 2026 |
| Jul 29, 2026 | Price Philanthropies Foundation | GGift | Common Stock | 6.4K | $0.00 | Direct | Jul 30, 2026 |
| Jul 29, 2026 | Bahrambeygui Sherry S. | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 1.0K | $192.66 | Direct | Jul 30, 2026 |
| Jul 28, 2026 | Bahrambeygui Sherry S. | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 1.1K | $192.29 | Direct | Jul 30, 2026 |
| Jul 23, 2026 | Bahrambeygui Sherry S. | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 200 | $184.33 | Direct | Jul 23, 2026 |
| Jul 23, 2026 | Bahrambeygui Sherry S. | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 200 | $184.65 | Direct | Jul 23, 2026 |
| Jul 22, 2026 | Bahrambeygui Sherry S. | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 200 | $189.13 | Direct | Jul 23, 2026 |
| Jul 22, 2026 | Bahrambeygui Sherry S. | SOpen-market or private sale | Common Stock, $0.0001 par value per share | 200 | $188.93 | Direct | Jul 23, 2026 |
| Jul 22, 2026 | Price Philanthropies Foundation | GGift | Common Stock | 128.0K | $0.00 | Direct | Jul 23, 2026 |
| Jul 20, 2026 | PRICE ROBERT E | SOpen-market or private sale | Common Stock | 4.7K | $181.75 | Indirect | Jul 20, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Jul 8, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 8, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Feb 6, 2026 | 8-K | 5.02, 5.07, 8.01, 9.01 | Director or executive change; Shareholder vote results; Other event; Financial statements / exhibits | — | Filing |
| Jan 7, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Oct 30, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$1.5B
Q3 2026
+12.5% YoY 10-Q filed Jul 8, 2026
Operating income
$65.6M
Q3 2026
+16.7% YoY 10-Q filed Jul 8, 2026
Operating margin
4.4%
Q3 2026
+0.2 pts YoY 10-Q filed Jul 8, 2026
Net income
$39.7M
Q3 2026
+12.9% YoY 10-Q filed Jul 8, 2026
Diluted EPS
$1.28
Q3 2026
+12.3% YoY 10-Q filed Jul 8, 2026
Operating cash flow
$192.2M
YTD through May 31, 2026
+7.3% YoY 10-Q filed Jul 8, 2026
Free cash flow
$48.1M
YTD through May 31, 2026
-37.9% YoY 10-Q filed Jul 8, 2026
Cash & equivalents
$208.4M
As of May 31, 2026
+24.1% YoY 10-Q filed Jul 8, 2026
Long-term debt
$179.7M
As of May 31, 2026
+74.3% YoY 10-Q filed Jul 8, 2026
Assets
$2.5B
As of May 31, 2026
+17.5% YoY 10-Q filed Jul 8, 2026
Liabilities
$1.1B
As of May 31, 2026
+21.1% YoY 10-Q filed Jul 8, 2026
Stockholders’ equity
$1.4B
As of May 31, 2026
+14.7% YoY 10-Q filed Jul 8, 2026
Shares outstanding
30.9M
As of Jun 30, 2026
+0.3% YoY 10-Q filed Jul 8, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended May 31, 2026 | $1.5B | +12.5% |
| Ended Feb 28, 2026 | $1.5B | +9.7% |
| Ended Nov 30, 2025 | $1.4B | +9.9% |
| Ended May 31, 2025 | $1.3B | +7.1% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Aug 31, 2025 | $5.3B | +7.2% |
| Ended Aug 31, 2024 | $4.9B | +11.4% |
| Ended Aug 31, 2023 | $4.4B | +8.5% |
| Ended Aug 31, 2022 | $4.1B | +12.3% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$167.80
View live quote ↗
52-week low
$111.68
Oct 31, 2025
52-week high
$199.84
Jul 6, 2026
Below 52-week high
16.0%
1W return
-3.0%
1M return
-6.9%
3M return
-6.6%
6M return
+12.8%
YTD return
+36.8%
1Y return
+43.3%
30-day volatility
30.4%
90-day volatility
27.5%
1Y max drawdown
-15.2%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 16 filing(s) · 13 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Mar 31, 2026 observed May 6, 2026 filed · 36d Initial Schedule 13G | Initial Schedule 13G | 1.7K -989.0K | 12.00% +8.72 pts | $150.50 | $159.91 | $168.88 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Exit below reporting threshold | 0 -3.3M | 0.00% -11.00 pts | $148.77 | $147.52 | $168.88 |
| BlackRock CIK0002012383 | Mar 31, 2025 observed Apr 29, 2025 filed · 29d Schedule 13G amendment | Earliest Schedule 13G amendment found | 3.7M | 12.10% | $87.85 | $101.51 | $168.88 |
Explore more institutional activity
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