Position in PWP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$6,958
-$796 QoQ
Shares Held
436
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 163 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GAMMA Investing LLC holds $32,857,365 across 42 Capital Markets names. PWP ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,612 | $10,732,658 | |
| 2 | MS |
Morgan Stanley
|
39,630 | $8,284,255 | |
| 3 | SCHW |
Schwab Charles Corp
|
55,827 | $5,151,157 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
19,825 | $1,988,051 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
14,396 | $1,253,027 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
8,140 | $1,091,818 | |
| 7 | SF |
Stifel Financial Corp
|
10,492 | $732,026 | |
| 8 | EVR |
Evercore Inc.
|
1,597 | $545,279 |
All Filings in PWP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,958 | 436 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $7,754 | 427 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $6,106 | 353 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $7,888 | 370 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $7,981 | 411 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $3,827 | 208 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $3,647 | 153 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $1,641 | 85 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $211 | 13 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $141 | 10 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $122 | 10 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||