IEQ CAPITAL, LLC

Position in PJT — PJT Partners Inc.

CIK 1779789 Foster City, CA

Position in PJT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,372,046

+$843,054 QoQ

Shares Held

52,763

+35.1% QoQ

Ownership

0.204%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $460,718,074 across 22 Capital Markets names. PJT ranks #12 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	263,789	$223,162,855
2	HOOD	Robinhood Markets, Inc.	610,019	$42,274,316
3	MKTX	Marketaxess Holdings Inc	173,891	$28,688,537
4	EVR	Evercore Inc.	94,874	$28,320,837
5	MS	Morgan Stanley	144,805	$23,830,558
6	SF	Stifel Financial Corp	311,569	$23,031,180
7	CRCL	Circle Internet Group, Inc.	233,348	$22,263,732
8	SCHW	Schwab Charles Corp	225,132	$21,157,904

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,372,046	52,763	+35.1%	Shares	Sole	2026-05-15
2025-12-31	$6,528,992	39,049	0.0%	Shares	Sole	2026-02-13
2025-09-30	$6,940,178	39,049	0.0%	Shares	Sole	2025-11-14
2025-06-30	$6,443,475	39,049	+53.3%	Shares	Sole	2025-08-14
2025-03-31	$3,512,355	25,474	0.0%	Shares	Sole	2025-05-14
2024-12-31	$4,020,051	25,474	0.0%	Shares	Sole	2025-02-03
2024-09-30	$3,396,703	25,474	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,748,899	25,474	+28.9%	Shares	Sole	2024-08-12
2024-03-31	$1,863,425	19,769	0.0%	Shares	Sole	2024-05-09
2023-12-31	$2,013,868	19,769	-33.6%	Shares	Sole	2024-02-07
2023-09-30	$2,364,849	29,769	-29.7%	Shares	Sole	2023-11-06
2023-06-30	$2,950,646	42,370	+14.4%	Shares	Sole	2023-08-08
2023-03-31	$2,674,495	37,048	+26.6%	Shares	Sole	2023-05-02
2022-12-31	$2,156,022	29,258	0.0%	Shares	Sole	2023-02-06
2022-09-30	$1,955,019	29,258	+0.2%	Shares	Sole	2022-11-04
2022-06-30	$2,052,738	29,208	0.0%	Shares	Sole	2022-07-27
2022-03-31	$1,843,608	29,208	0.0%	Shares	Sole	2022-04-26
2021-12-31	$2,164,020	29,208	-0.0%	Shares	Sole	2022-01-31
2021-09-30	$2,311,593	29,220	+0.0%	Shares	Sole	2021-11-09
2021-06-30	$2,084,867	29,208	-33.9%	Shares	Sole	2021-07-29
2021-03-31	$2,990,671	44,208	+80.8%	Shares	Sole	2021-05-04
2020-12-31	$1,839,636	24,447	-29.0%	Shares	Sole	2021-02-03
2020-09-30	$2,087,832	34,447	-0.0%	Shares	Sole	2020-11-03
2020-06-30	$1,769,381	34,464	+40.4%	Shares	Sole	2020-07-31
2020-03-31	$1,065,398	24,554	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.