Position in PIPR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,214,628
-$1,813,810 QoQ
Shares Held
72,085
-21.5% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#85
of 415 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 43%
Shared 39%
None 18%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Moody Aldrich Partners LLC holds $30,303,558 across 7 Capital Markets names. PIPR ranks #4 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIOT |
Riot Platforms, Inc.
|
300,390 | $8,224,678 | |
| 2 | HUT |
Hut 8 Corp.
|
59,916 | $6,917,002 | |
| 3 | MRX |
Marex Group Ltd
|
109,733 | $6,688,226 | |
| 4 | PIPR |
Piper Sandler Companies
This page
|
72,085 | $5,214,628 | |
| 5 | BGC |
BGC Group, Inc.
|
253,999 | $2,715,249 | |
| 6 | EVR |
Evercore Inc.
|
962 | $328,465 | |
| 7 | SF |
Stifel Financial Corp
|
3,086 | $215,310 |
All Filings in PIPR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,214,628 | 72,085 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,028,438 | 91,815 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,877,874 | 23,190 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,437,408 | 24,316 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,016,873 | 25,246 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,733,576 | 23,151 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,052,424 | 23,512 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,868,769 | 24,202 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,851,523 | 21,078 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||