Position in PIPR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$70,107,780
+$44,940,196 QoQ
Shares Held
915,843
+209.0% QoQ
Ownership
1.29%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.15394232417565.ToString("F0")%
Shared 8.803801524933858.ToString("F0")%
None 0.042256150890491055.ToString("F0")%
Common Shares in PIPR 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. PIPR ranks #2 (21.5% 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
This page
|
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 PIPR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,107,780 | 915,843 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $25,167,584 | 296,342 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,814,432 | 309,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,439,554 | 322,941 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,028,448 | 323,483 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $24,060,713 | 320,863 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,246,539 | 384,011 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $22,381,845 | 388,962 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,362,451 | 390,195 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $17,383,607 | 397,635 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $15,019,023 | 413,434 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,860,581 | 428,921 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,092,861 | 435,549 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $14,036,726 | 431,269 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $11,553,921 | 441,242 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $11,575,274 | 408,443 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $15,279,796 | 465,670 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $20,327,468 | 455,492 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,189,996 | 438,827 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,751,830 | 455,444 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $12,007,606 | 438,034 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $10,164,463 | 402,952 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $4,904,924 | 268,763 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $83,888 | 5,672 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $72,201 | 5,711 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||