SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1446179
BALA CYNWYD, PA
Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,059,344
+$3,460,916 QoQ
Shares Held
60,524
+460.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $49,290,886 across 12 Capital Markets names. IBKR ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
129,888 | $9,601,320 | |
| 2 | PJT |
PJT Partners Inc.
|
54,255 | $7,580,508 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
41,346 | $5,938,112 | |
| 4 | XP |
XP Inc.
|
291,492 | $5,550,007 | |
| 5 | BGC |
BGC Group, Inc.
|
433,128 | $4,235,991 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
60,524 | $4,059,344 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
88,060 | $3,634,236 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
66,609 | $2,929,463 |
All Filings in IBKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,059,344 | 60,524 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $598,428 | 10,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,284 | 8,075 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,038,227 | 136,712 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $4,190,222 | 136,712 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,592,509 | 128,637 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $523,824 | 25,275 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,404,522 | 64,904 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,347,893 | 64,904 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,339,618 | 64,904 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $1,173,951 | 64,904 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||