Position in SF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,890,332
+$295,993 QoQ
Shares Held
84,425
+11.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3
of 41 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Y-Intercept (Hong Kong) Ltd holds $103,179,161 across 25 Capital Markets names. SF ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,642 | $20,876,699 | |
| 2 | TW |
Tradeweb Markets Inc.
|
76,118 | $7,585,919 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
26,484 | $7,460,013 | |
| 4 | WULF |
Terawulf Inc.
|
292,096 | $7,214,771 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
140,910 | $7,042,681 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
54,792 | $6,218,344 | |
| 7 | SF |
Stifel Financial Corp
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|
84,425 | $5,890,332 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
42,939 | $5,759,408 |
All Filings in SF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,890,332 | 84,425 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,594,339 | 75,681 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,676,041 | 44,035 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $507,589 | 6,710 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $1,257,365 | 20,009 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $761,230 | 10,764 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $185,747 | 3,311 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $262,881 | 6,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $459,100 | 11,541 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $555,487 | 14,275 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $252,859 | 5,586 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $354,913 | 8,208 | Shares | Sole | 2021-08-26 | |
| No filing history on record for this holder in this stock. | ||||||