Position in PIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,867,875
-$6,193,441 QoQ
Shares Held
302,293
-17.5% QoQ
Ownership
0.428%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#39
of 415 holders
Holding Since
Sep 2021
17 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, 2026SEI INVESTMENTS CO holds $1,060,463,672 across 42 Capital Markets names. PIPR ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,110,058 | $232,046,523 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,481,869 | $136,732,052 | |
| 3 | GS |
Goldman Sachs Group Inc
|
118,642 | $119,990,958 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,025,351 | $102,822,197 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
654,087 | $87,732,688 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
399,189 | $34,745,409 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
97,060 | $27,339,859 | |
| 8 | XP |
XP Inc.
|
1,666,860 | $27,103,143 |
All Filings in PIPR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,867,875 | 302,293 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,061,316 | 366,575 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,649,271 | 60,785 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,214,248 | 58,256 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,179,414 | 54,614 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,854,988 | 47,868 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,573,969 | 48,588 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $18,473,191 | 65,090 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,282,844 | 44,675 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,407,271 | 22,204 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,310,031 | 13,210 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,023,877 | 13,928 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,807,571 | 13,984 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $833,599 | 6,014 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $245,928 | 1,889 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $370,674 | 3,539 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $1,254,862 | 9,063 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||