Pitney Bowes Inc.
DE ˙ DB ˙ US7244791007
14,18 € ↓ -0,13 (-0,94%)
2026-06-03
DEL PRIS
SecurityDE:PBW / Pitney Bowes Inc.
InstitutionEvanson Asset Management, LLC
Latest Disclosed Ownership11,329 shares
Latest Disclosed Value $ 125,187
Evanson Asset Management, LLC reports 0.82% increase in ownership of PBW / Pitney Bowes Inc.

On April 8, 2026 - Evanson Asset Management, LLC filed a 13F-HR form disclosing ownership of 11,329 shares of Pitney Bowes Inc. (DE:PBW) valued at $107,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 11,237 shares of Pitney Bowes Inc.. This represents a change in shares of 0.82% during the quarter. The current value of the position is $160,645 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F PITNEY BOWES COM 724479100 11,329 92 0.82 125 5.93 0.0067
2026-01-12 2025-12-31 13F PITNEY BOWES COM 724479100 11,237 102 0.92 119 -7.09 0.0064
2025-10-14 2025-09-30 13F PITNEY BOWES COM 724479100 11,135 71 0.64 127 5.83 0.0072
2025-07-15 2025-06-30 13F PITNEY BOWES COM 724479100 11,064 74 0.67 121 21.21 0.0075
2025-04-22 2025-03-31 13F PITNEY BOWES COM 724479100 10,990 67 0.61 99 25.32 0.0070
2025-01-16 2024-12-31 13F PITNEY BOWES COM 724479100 10,923 70 0.64 79 2.60 0.0054
2024-10-07 2024-09-30 13F PITNEY BOWES COM 724479100 10,853 82 0.76 77 42.59 0.0055
2024-07-12 2024-06-30 13F PITNEY BOWES COM 724479100 10,771 100 0.94 55 17.39 0.0040
2024-04-12 2024-03-31 13F PITNEY BOWES COM 724479100 10,671 129 1.22 46 0.00 0.0034
2024-01-18 2023-12-31 13F PITNEY BOWES COM 724479100 10,542 123 1.18 46 48.39 0.0038
2023-10-19 2023-09-30 13F PITNEY BOWES COM 724479100 10,419 180 1.76 31 -13.89 0.0029
2023-07-11 2023-06-30 13F PITNEY BOWES COM 724479100 10,239 137 1.36 36 -7.69 0.0033
2023-04-13 2023-03-31 13F PITNEY BOWES COM 724479100 10,102 10,102 39 0.0039
2021-04-23 2021-03-31 13F PITNEY BOWES COM 724479100 0 -11,277 -100.00 0 -100.00
2021-01-22 2020-12-31 13F PITNEY BOWES COM 724479100 11,277 94 0.84 69 16.95 0.0110
2020-10-13 2020-09-30 13F PITNEY BOWES COM 724479100 11,183 109 0.98 59 103.45 0.0107
2020-07-13 2020-06-30 13F PITNEY BOWES COM 724479100 11,074 172 1.58 29 31.82 0.0057
2020-04-24 2020-03-31 13F PITNEY BOWES COM 724479100 10,902 10,902 22 0.0052
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.