Woodline Partners LP
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1784547
San Francisco, CA
Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,793,015
+$23,373,457 QoQ
Shares Held
354,749
+5337.6% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Woodline Partners LP holds $343,643,866 across 18 Capital Markets names. IBKR ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
112,243 | $94,956,455 | |
| 2 | SCHW |
Schwab Charles Corp
|
943,406 | $88,661,295 | |
| 3 | SF |
Stifel Financial Corp
|
362,864 | $26,822,906 | |
| 4 | LAZ |
Lazard, Inc.
|
562,537 | $23,896,571 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
354,749 | $23,793,015 | |
| 6 | MS |
Morgan Stanley
|
138,969 | $22,870,128 | |
| 7 | PJT |
PJT Partners Inc.
|
119,170 | $16,650,432 | |
| 8 | EVR |
Evercore Inc.
|
50,083 | $14,950,276 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,793,015 | 354,749 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $419,558 | 6,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,048,986 | 58,843 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||