Jefferies Financial Group Inc.
Position in APO — Apollo Global Management, Inc.
CIK 96223
NEW YORK, NY
Position in APO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,141,704
+$659,213 QoQ
Shares Held
37,172
+54.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$4,342,800
PutShares
30,000
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 Mar 31, 2026Jefferies Financial Group Inc. holds $131,103,222 across 37 Asset Management names. APO ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARES |
Ares Management Corp
|
238,965 | $26,071,081 | |
| 2 | BLK |
BlackRock, Inc.
|
24,237 | $23,308,965 | |
| 3 | HLNE |
Hamilton Lane INC
|
189,688 | $18,854,987 | |
| 4 | BUR |
Burford Capital Ltd
|
2,028,743 | $9,169,918 | |
| 5 | CRBG |
Corebridge Financial, Inc.
|
283,260 | $6,758,583 | |
| 6 | TPG |
TPG Inc.
|
107,233 | $4,344,008 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
67,400 | $4,215,870 | |
| 8 | APO |
Apollo Global Management, Inc.
This page
|
37,172 | $4,141,704 |
All Filings in APO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,141,704 | 37,172 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,342,800 | 30,000 | Put | Defined | 2026-02-09 | |
| 2025-12-31 | $3,482,491 | 24,057 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,698,392 | 12,744 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $3,998,100 | 30,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $2,837,400 | 20,000 | Put | Defined | 2025-08-12 | |
| 2025-06-30 | $1,108,855 | 7,816 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $852,862 | 6,228 | Shares | Defined | 2025-05-08 | |
| 2025-03-31 | $1,506,340 | 11,000 | Put | Defined | 2025-05-08 | |
| 2024-12-31 | $4,129,000 | 25,000 | Call | Defined | 2025-02-27 | |
| 2024-09-30 | $4,028,472 | 32,251 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,027,793 | 9,140 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,864,331 | 52,198 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $2,046,976 | 22,805 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $785,899 | 12,443 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||