Edgestream Partners, L.P.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1535061 Princeton, NJ

Position in IBKR

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$2,508,350

-$2,906,680 QoQ

Shares Held

37,399

-55.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Edgestream Partners, L.P. holds $60,680,342 across 10 Capital Markets names. IBKR ranks #8 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,869	$15,116,995
2	MS	Morgan Stanley	85,059	$13,998,159
3	HLI	Houlihan Lokey, Inc.	55,338	$7,947,643
4	RIOT	Riot Platforms, Inc.	559,354	$6,913,615
5	SF	Stifel Financial Corp	83,350	$6,161,232
6	LAZ	Lazard, Inc.	79,856	$3,392,282
7	MARA	MARA Holdings, Inc.	350,934	$2,863,621
8	IBKR	Interactive Brokers Group, Inc. This page	37,399	$2,508,350

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,508,350	37,399	-55.6%	Shares	Sole	2026-05-18
2025-12-31	$5,415,030	84,202	-14.3%	Shares	Sole	2026-02-13
2025-09-30	$6,763,059	98,286	-49.3%	Shares	Sole	2025-11-12
2025-06-30	$10,749,983	194,008	+1362.8%	Shares	Sole	2025-08-13
2025-03-31	$549,055	13,263	-76.2%	Shares	Sole	2025-05-02
2024-12-31	$2,462,956	55,764	+24.5%	Shares	Sole	2025-02-07
2024-09-30	$1,560,344	44,786	+417.7%	Shares	Sole	2024-11-14
2024-06-30	$265,153	8,651	-48.5%	Shares	Sole	2024-08-09
2024-03-31	$469,154	16,799	+200.5%	Shares	Sole	2024-05-10
2023-12-31	$115,873	5,591	+39.7%	Shares	Sole	2024-02-14
2023-09-30	$86,581	4,001	+19.3%	Shares	Sole	2023-11-15
2023-06-30	$69,633	3,353	-43.0%	Shares	Sole	2023-08-10
2023-03-31	$121,342	5,879	+44.0%	Shares	Sole	2023-05-15
2022-09-30	$65,252	4,084	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.