GARDNER LEWIS ASSET MANAGEMENT L P

Position in IBKR — Interactive Brokers Group, Inc.

CIK 941560 CHADDS FORD, PA

Position in IBKR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,731,663

+$566,979 QoQ

Shares Held

31,384

-2.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#406

of 1,105 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GARDNER LEWIS ASSET MANAGEMENT L P holds $5,549,189 across 3 Capital Markets names. IBKR ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	31,384	$2,731,663
2	GS	Goldman Sachs Group Inc	2,033	$2,056,115
3	EVR	Evercore Inc.	2,230	$761,411

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,731,663	31,384	-2.8%	Shares	Sole	2026-08-12
2026-03-31	$2,164,684	32,275	+4.8%	Shares	Sole	2026-05-08
2025-12-31	$1,979,783	30,785	+11.9%	Shares	Sole	2026-02-12
2025-09-30	$1,892,275	27,500	-1.6%	Shares	Sole	2025-11-10
2025-06-30	$1,549,263	27,960	+211.7%	Shares	Sole	2025-08-12
2025-03-31	$1,485,342	8,970	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.