Baker Avenue Asset Management, LP

Position in BX — Blackstone Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in BX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$637,964

+$264,483 QoQ

Shares Held

5,548

+129.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 18.457101658255226.ToString("F0")% Shared 0.ToString("F0")% None 81.54289834174477.ToString("F0")%

Financial Services · as of Mar 31, 2026

Baker Avenue Asset Management, LP holds $15,440,299 across 17 Asset Management names. BX ranks #7 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAIN	Main Street Capital CORP	66,206	$3,506,269
2	ARCC	Ares Capital Corp	184,666	$3,327,681
3	PHYS	Sprott Physical Gold Trust	57,454	$2,036,169
4	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	56,800	$811,104
5	NTRS	Northern Trust Corp	5,355	$747,397
6	BLK	BlackRock, Inc.	729	$701,086
7	BX	Blackstone Inc. This page	5,548	$637,964
8	AMP	Ameriprise Financial Inc	1,306	$580,386

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$637,964	5,548	+129.0%	Shares	Sole	2026-05-12
2025-12-31	$373,481	2,423	-82.3%	Shares	Sole	2026-02-10
2025-09-30	$2,337,398	13,681	+455.7%	Shares	Sole	2025-10-31
2025-06-30	$368,265	2,462	-7.2%	Shares	Sole	2025-08-13
2025-03-31	$370,836	2,653	+36.2%	Shares	Sole	2025-05-08
2024-12-31	$335,874	1,948	+33.7%	Shares	Sole	2025-02-14
2024-09-30	$223,110	1,457	+2649.1%	Shares	Sole	2024-11-04
2023-09-30	$5,678	53	-89.1%	Shares	Sole	2023-11-15
2023-06-30	$45,183	486	-47.7%	Shares	Sole	2023-08-14
2023-03-31	$81,603	929	+4.0%	Shares	Sole	2023-05-16
2022-12-31	$66,251	893	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.