Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$160,189,748
+$43,599,811 QoQ
Shares Held
3,205,077
+13.5% QoQ
Ownership
1.39%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#9
of 573 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Derivatives in JEF
reported options exposure · as of Dec 31, 2021CallValue
$465,600
CallShares
12,000
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 Capital Markets
Financial Services · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,357,097,360 across 44 Capital Markets names. JEF ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,425,755 | $777,444,413 | |
| 2 | GS |
Goldman Sachs Group Inc
|
753,545 | $762,112,806 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
8,340,400 | $725,948,416 | |
| 4 | MS |
Morgan Stanley
|
3,423,546 | $715,658,055 | |
| 5 | WULF |
Terawulf Inc.
|
11,495,860 | $283,947,742 | |
| 6 | JEF |
Jefferies Financial Group Inc.
This page
|
3,205,077 | $160,189,748 | |
| 7 | IREN |
IREN Ltd
|
2,613,062 | $119,495,325 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
3,632,510 | $99,458,123 |
All Filings in JEF
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,189,748 | 3,205,077 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $116,589,937 | 2,825,053 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,348,347 | 231,537 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $95,044,923 | 1,452,842 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $80,245,871 | 1,467,286 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $56,771,986 | 1,059,772 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $51,403,352 | 655,655 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,787,881 | 597,691 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,047,702 | 623,949 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,178,521 | 185,454 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,555,176 | 112,724 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,091,571 | 111,700 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $3,596,903 | 113,324 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,713,779 | 429,223 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,546,712 | 798,193 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,174,052 | 151,124 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,386,269 | 133,524 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $465,600 | 12,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $493,691 | 12,724 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,511,189 | 40,700 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $1,436,929 | 38,700 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $478,800 | 14,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $2,510,759 | 73,414 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $820,800 | 24,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $23,091,613 | 767,163 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,812,011 | 439,512 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $287,999 | 16,000 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $281,860 | 18,126 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||