Position in LAZ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,392,282
+$1,674,095 QoQ
Shares Held
79,856
+101.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Edgestream Partners, L.P. holds $60,680,342 across 10 Capital Markets names. LAZ ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,869 | $15,116,995 | |
| 2 | MS |
Morgan Stanley
|
85,059 | $13,998,159 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
55,338 | $7,947,643 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
559,354 | $6,913,615 | |
| 5 | SF |
Stifel Financial Corp
|
83,350 | $6,161,232 | |
| 6 | LAZ |
Lazard, Inc.
This page
|
79,856 | $3,392,282 | |
| 7 | MARA |
MARA Holdings, Inc.
|
350,934 | $2,863,621 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
37,399 | $2,508,350 |
All Filings in LAZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,392,282 | 79,856 | Shares | Sole | 2026-05-18 | |
| 2025-03-31 | $1,718,187 | 39,681 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,487,614 | 87,172 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||