Position in PIPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,304,705
-$7,803,075 QoQ
Shares Held
861,276
-6.0% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#17
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 9%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GW&K Investment Management, LLC holds $318,494,693 across 16 Capital Markets names. PIPR ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
1,247,030 | $87,005,282 | |
| 2 | PIPR |
Piper Sandler Companies
This page
|
861,276 | $62,304,705 | |
| 3 | MS |
Morgan Stanley
|
288,780 | $60,366,571 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
349,700 | $46,905,260 | |
| 5 | PWP |
Perella Weinberg Partners
|
1,291,081 | $20,605,652 | |
| 6 | EVR |
Evercore Inc.
|
59,232 | $20,224,174 | |
| 7 | PJT |
PJT Partners Inc.
|
61,131 | $9,227,113 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
26,319 | $7,413,535 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,304,705 | 861,276 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $70,107,780 | 915,843 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $100,670,340 | 296,342 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $107,257,730 | 309,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $89,758,221 | 322,941 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $80,113,798 | 323,483 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $96,242,856 | 320,863 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $108,986,161 | 384,011 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $89,527,383 | 388,962 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $77,449,805 | 390,195 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $69,534,431 | 397,635 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $60,076,094 | 413,434 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $55,442,327 | 428,921 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $60,371,446 | 435,549 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $56,146,910 | 431,269 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $46,215,686 | 441,242 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $46,301,098 | 408,443 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $61,119,187 | 465,670 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $81,309,875 | 455,492 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $60,759,986 | 438,827 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $59,007,324 | 455,444 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $48,030,427 | 438,034 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $40,657,856 | 402,952 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $19,619,699 | 268,763 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $335,555 | 5,672 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $288,805 | 5,711 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||