Position in MKTX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,394,350
-$148,093 QoQ
Shares Held
32,697
+6.9% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.81343854176224.ToString("F0")%
Shared 0.18656145823775883.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MKTX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GW&K Investment Management, LLC holds $325,777,145 across 15 Capital Markets names. MKTX ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
1,307,745 | $96,668,510 | |
| 2 | PIPR |
Piper Sandler Companies
|
915,843 | $70,107,780 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
354,095 | $50,855,123 | |
| 4 | MS |
Morgan Stanley
|
293,468 | $48,296,028 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,054,005 | $19,140,730 | |
| 6 | EVR |
Evercore Inc.
|
59,232 | $17,681,344 | |
| 7 | PJT |
PJT Partners Inc.
|
63,573 | $8,882,419 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
27,064 | $8,141,663 |
All Filings in MKTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,394,350 | 32,697 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,542,443 | 30,579 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,335,708 | 30,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,164,533 | 144,016 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $30,802,614 | 142,374 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $32,243,023 | 142,643 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $36,358,109 | 141,913 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $27,056,710 | 134,926 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $28,543,060 | 130,185 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $39,198,264 | 133,851 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,408,186 | 137,653 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $37,235,879 | 142,437 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $56,315,238 | 143,922 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $39,896,329 | 143,054 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $4,587,743 | 20,620 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,567,524 | 10,029 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,308,104 | 9,724 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $878,060 | 2,135 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $913,317 | 2,171 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $1,012,480 | 2,184 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,126,294 | 2,262 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $39,226,569 | 68,751 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $43,207,772 | 89,719 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $50,023,373 | 99,863 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $51,445,252 | 154,690 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||