Position in APO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$421,279
-$150,667 QoQ
Shares Held
3,781
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NAVELLIER & ASSOCIATES INC holds $8,466,439 across 7 Asset Management names. APO ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNS |
Cohen & Steers, Inc.
|
54,813 | $3,428,553 | |
| 2 | APAM |
Artisan Partners Asset Management Inc.
|
81,782 | $2,976,046 | |
| 3 | WT |
WisdomTree, Inc.
|
54,006 | $786,327 | |
| 4 | NTRS |
Northern Trust Corp
|
3,313 | $462,395 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
3,781 | $421,279 | |
| 6 | TPG |
TPG Inc.
|
6,810 | $275,873 | |
| 7 | HNNA |
Hennessy Advisors Inc
|
11,894 | $115,966 |
All Filings in APO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,279 | 3,781 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $571,946 | 3,951 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $704,065 | 5,283 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $598,123 | 4,216 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $581,995 | 4,250 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $941,742 | 5,702 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $544,857 | 4,362 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $676,304 | 5,728 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $661,206 | 5,880 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $532,487 | 5,714 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $387,134 | 4,313 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $305,473 | 3,977 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $210,954 | 3,340 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $201,512 | 3,159 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $200,165 | 3,229 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $233,876 | 3,229 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||