Position in NDAQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,483
-$3,272 QoQ
Shares Held
539
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#892
of 1,081 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $9,624,135 across 4 Financial Data & Stock Exchanges names. NDAQ ranks #4 (0.4% of the industry book) .
All Filings in NDAQ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,483 | 539 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $45,755 | 539 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $97,130 | 1,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $88,450 | 1,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $89,420 | 1,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $379 | 5 | Shares | Sole | 2025-06-05 | |
| No filing history on record for this holder in this stock. | ||||||