North Reef Capital Management LP

Position in SF — Stifel Financial Corp

CIK 1867831 LAGUNA BEACH, CA

Position in SF

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

Position Value

$4,230,441

-$8,112,232 QoQ

Shares Held

57,230

-74.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

North Reef Capital Management LP holds $503,712,240 across 8 Capital Markets names. SF ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKTX	Marketaxess Holdings Inc	1,875,000	$309,337,500
2	PIPR	Piper Sandler Companies	964,632	$73,842,579
3	TW	Tradeweb Markets Inc.	337,071	$39,659,773
4	MIAX	Miami International Holdings, Inc.	1,014,274	$39,475,544
5	SCHW	Schwab Charles Corp	350,000	$32,893,000
6	SF	Stifel Financial Corp This page	57,230	$4,230,441
7	FIGR	Figure Technology Solutions, Inc.	119,398	$4,053,562
8	GEMI	Gemini Space Station, Inc.	49,738	$219,841

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,230,441	57,230	-74.0%	Shares	Sole	2026-05-15
2024-06-30	$12,342,673	220,012	-18.9%	Shares	Sole	2024-08-14
2024-03-31	$14,143,445	271,398	-4.9%	Shares	Sole	2024-05-15
2023-12-31	$13,161,964	285,509	+19.0%	Shares	Sole	2024-02-14
2023-09-30	$9,830,400	240,000	+211.6%	Shares	Sole	2023-11-13
2023-06-30	$3,063,855	77,020	+40.0%	Shares	Sole	2023-08-14
2023-03-31	$2,166,631	55,000	-17.4%	Shares	Sole	2023-05-12
2022-09-30	$2,303,664	66,567	—	Shares	Sole	2022-11-10
No filing history on record for this holder in this stock.