Legato Capital Management LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1442641
San Francisco, CA
Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$351,369
-$342,969 QoQ
Shares Held
1,168
-39.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Legato Capital Management LLC holds $26,463,227 across 8 Capital Markets names. LPLA ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
168,304 | $13,573,717 | |
| 2 | BGC |
BGC Group, Inc.
|
844,728 | $8,261,439 | |
| 3 | EVR |
Evercore Inc.
|
4,535 | $1,353,742 | |
| 4 | PIPR |
Piper Sandler Companies
|
16,748 | $1,282,059 | |
| 5 | GS |
Goldman Sachs Group Inc
|
1,396 | $1,181,002 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,168 | $351,369 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,502 | $301,949 | |
| 8 | WULF |
Terawulf Inc.
|
10,946 | $157,950 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $351,369 | 1,168 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $694,338 | 1,944 | Shares | Other | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||