SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1446179
BALA CYNWYD, PA
Position in JEF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,825,068
+$6,190,832 QoQ
Shares Held
196,580
+123.2% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#80
of 585 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $128,957,799 across 15 Capital Markets names. JEF ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
155,543 | $32,514,708 | |
| 2 | SF |
Stifel Financial Corp
|
228,631 | $15,951,584 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
129,959 | $11,311,631 | |
| 4 | XP |
XP Inc.
|
613,381 | $9,973,575 | |
| 5 | JEF |
Jefferies Financial Group Inc.
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|
196,580 | $9,825,068 | |
| 6 | MRX |
Marex Group Ltd
|
155,555 | $9,481,077 | |
| 7 | GS |
Goldman Sachs Group Inc
|
7,587 | $7,673,264 | |
| 8 | PIPR |
Piper Sandler Companies
|
101,470 | $7,340,339 |
All Filings in JEF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,825,068 | 196,580 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,634,236 | 88,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,598,741 | 90,346 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,615,542 | 29,540 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,510,086 | 252,195 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $20,143,704 | 256,935 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $3,998,415 | 80,354 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $798,254 | 18,101 | Shares | Defined | 2024-05-07 | |
| 2023-03-31 | $2,629,087 | 82,832 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $4,572,168 | 133,377 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,177,254 | 175,500 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $425,736 | 12,960 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,294,904 | 59,147 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,045,585 | 82,025 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,058,900 | 147,921 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $4,502,509 | 149,585 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,329,033 | 94,676 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,186,127 | 65,896 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||