Position in MKTX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$422,183
-$2,163 QoQ
Shares Held
2,559
+34.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKTX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Optimize Financial Inc holds $2,668,669 across 6 Capital Markets names. MKTX ranks #5 (15.8% of the industry book) .
All Filings in MKTX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,183 | 2,559 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $424,346 | 1,900 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $413,661 | 1,912 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $282,097 | 1,248 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||