Position in PIPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,047,640
-$169,958 QoQ
Shares Held
55,953
+1.6% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 415 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CI INVESTMENTS INC. holds $195,415,706 across 16 Capital Markets names. PIPR ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
112,548 | $113,827,670 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
1,094,106 | $29,912,858 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
156,475 | $15,691,313 | |
| 4 | MS |
Morgan Stanley
|
61,492 | $12,854,287 | |
| 5 | SCHW |
Schwab Charles Corp
|
95,338 | $8,796,837 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
52,646 | $4,582,307 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
85,927 | $4,294,631 | |
| 8 | PIPR |
Piper Sandler Companies
This page
|
55,953 | $4,047,640 |
All Filings in PIPR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,047,640 | 55,953 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,217,598 | 55,096 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,142,763 | 12,195 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,107,989 | 8,957 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $197,893 | 712 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $181,782 | 734 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $194,367 | 648 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||