Position in PJT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,505,383
+$5,880,441 QoQ
Shares Held
82,346
+144.8% QoQ
Ownership
0.319%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Qube Research & Technologies Ltd holds $1,123,950,991 across 32 Capital Markets names. PJT ranks #17 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,043,206 | $192,020,499 | |
| 2 | MS |
Morgan Stanley
|
1,074,334 | $176,803,146 | |
| 3 | GS |
Goldman Sachs Group Inc
|
164,330 | $139,021,536 | |
| 4 | SF |
Stifel Financial Corp
|
1,264,455 | $93,468,513 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,236,802 | $85,710,378 | |
| 6 | EVR |
Evercore Inc.
|
248,864 | $74,288,392 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
1,006,361 | $41,532,518 | |
| 8 | LAZ |
Lazard, Inc.
|
951,858 | $40,434,927 |
All Filings in PJT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,505,383 | 82,346 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,624,942 | 33,642 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,391,777 | 75,349 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,952,900 | 36,076 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,765,068 | 92,581 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,276,661 | 52,447 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,252,329 | 9,392 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,991 | 454 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,233,041 | 76,735 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $877,732 | 11,049 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $770,288 | 11,061 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,276,367 | 31,533 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,227,575 | 30,229 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $706,876 | 10,058 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $732,479 | 9,259 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $461,981 | 6,829 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $877,862 | 17,099 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||