Jefferies Financial Group Inc.
Position in IBM — International Business Machines Corp
CIK 96223
NEW YORK, NY
Position in IBM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,134,971
-$4,910,087 QoQ
Shares Held
8,808
-63.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Sep 30, 2023CallValue
$7,660,380
CallShares
54,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Mar 31, 2026Jefferies Financial Group Inc. holds $27,279,368 across 20 Information Technology Services names. IBM ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
459,504 | $10,908,624 | |
| 2 | ACN |
Accenture plc
|
14,361 | $2,847,642 | |
| 3 | CIFR |
Cipher Digital Inc.
|
207,577 | $2,671,515 | |
| 4 | IBM |
International Business Machines Corp
This page
|
8,808 | $2,134,971 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
34,267 | $2,102,280 | |
| 6 | CNXC |
Concentrix Corp
|
42,999 | $1,176,452 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
5,335 | $843,143 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
23,683 | $721,147 |
All Filings in IBM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,134,971 | 8,808 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $7,045,058 | 23,784 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $10,566,892 | 37,450 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,518,693 | 52,645 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $8,757,059 | 35,217 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $8,968,624 | 40,798 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $5,878,738 | 26,591 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,989,415 | 63,541 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,067,963 | 16,066 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,641,005 | 16,148 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $7,660,380 | 54,600 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $10,213,559 | 72,798 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $17,207,966 | 128,600 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $16,594,982 | 124,019 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,760,894 | 173,628 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $8,297,997 | 63,300 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $23,543,764 | 179,600 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $18,973,374 | 134,668 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $33,433,197 | 237,300 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $71,867,989 | 510,100 | Put | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||