Position in APO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$146,338,703
+$121,727,920 QoQ
Shares Held
1,236,909
+460.0% QoQ
Ownership
0.209%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#47
of 1,165 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 3%
Shared 97%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Dec 31, 2024CallValue
$48,887,360
CallShares
296,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026MARSHALL WACE, LLP holds $743,418,893 across 52 Asset Management names. APO ranks #1 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
1,236,909 | $146,338,703 | |
| 2 | BLK |
BlackRock, Inc.
|
128,063 | $123,140,258 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
2,779,239 | $121,953,005 | |
| 4 | RJF |
Raymond James Financial Inc
|
665,450 | $101,168,362 | |
| 5 | HLNE |
Hamilton Lane INC
|
590,877 | $46,578,833 | |
| 6 | DBRG |
DigitalBridge Group, Inc.
|
1,665,700 | $26,284,746 | |
| 7 | CG |
Carlyle Group Inc.
|
600,241 | $25,276,147 | |
| 8 | BX |
Blackstone Inc.
|
177,500 | $20,886,425 |
All Filings in APO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,338,703 | 1,236,909 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $24,610,783 | 220,883 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $670,817 | 4,634 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $8,183,977 | 61,409 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $56,041,486 | 395,020 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $937,491 | 6,846 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $48,887,360 | 296,000 | Call | Other | 2025-02-13 | |
| 2024-09-30 | $29,610,539 | 237,055 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $112,836,310 | 955,673 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $61,574,021 | 547,568 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $216,474,310 | 2,322,935 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $726,929 | 9,464 | Shares | Other | 2023-08-14 | |
| 2022-09-30 | $32,116,713 | 690,682 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $11,196,601 | 230,953 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $14,975,233 | 241,575 | Shares | Other | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||