Position in PIPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,662,112
-$154,928 QoQ
Shares Held
36,800
0.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#122
of 415 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $33,273,156 across 8 Capital Markets names. PIPR ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
189,880 | $17,520,227 | |
| 2 | SNEX |
StoneX Group Inc.
|
57,724 | $4,560,235 | |
| 3 | PIPR |
Piper Sandler Companies
This page
|
36,800 | $2,662,112 | |
| 4 | SF |
Stifel Financial Corp
|
37,900 | $2,644,283 | |
| 5 | PJT |
PJT Partners Inc.
|
15,915 | $2,402,210 | |
| 6 | EVR |
Evercore Inc.
|
5,253 | $1,793,584 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
14,272 | $1,242,234 | |
| 8 | XP |
XP Inc.
|
27,569 | $448,271 |
All Filings in PIPR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,662,112 | 36,800 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,817,040 | 36,800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,314,889 | 9,758 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,457,754 | 9,965 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,904,194 | 10,449 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,588,046 | 10,450 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,095,484 | 10,320 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,030,806 | 10,679 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,915,563 | 12,667 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $518,654 | 2,613 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $1,376,535 | 9,931 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $953,902 | 7,327 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,388,852 | 13,260 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,200,997 | 19,416 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,100,387 | 23,622 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,336,542 | 24,293 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,934,063 | 28,413 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,607,135 | 20,123 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,338,066 | 21,323 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,545,485 | 15,317 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $584,146 | 8,002 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $544,272 | 9,200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $936,050 | 18,510 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||