North Reef Capital Management LP
Position in PIPR — Piper Sandler Companies
CIK 1867831
LAGUNA BEACH, CA
Position in PIPR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$73,842,579
+$56,440,935 QoQ
Shares Held
964,632
+370.8% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026North Reef Capital Management LP holds $503,712,240 across 8 Capital Markets names. PIPR ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKTX |
Marketaxess Holdings Inc
|
1,875,000 | $309,337,500 | |
| 2 | PIPR |
Piper Sandler Companies
This page
|
964,632 | $73,842,579 | |
| 3 | TW |
Tradeweb Markets Inc.
|
337,071 | $39,659,773 | |
| 4 | MIAX |
Miami International Holdings, Inc.
|
1,014,274 | $39,475,544 | |
| 5 | SCHW |
Schwab Charles Corp
|
350,000 | $32,893,000 | |
| 6 | SF |
Stifel Financial Corp
|
57,230 | $4,230,441 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
119,398 | $4,053,562 | |
| 8 | GEMI |
Gemini Space Station, Inc.
|
49,738 | $219,841 |
All Filings in PIPR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,842,579 | 964,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,401,644 | 204,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,160,202 | 151,707 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,981,550 | 230,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,810,650 | 110,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,400,033 | 85,348 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,649,819 | 121,910 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,645,362 | 185,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,884,164 | 179,035 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,431,951 | 261,496 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,900,237 | 245,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,251,890 | 100,631 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $866,312 | 25,000 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||