MARTINGALE ASSET MANAGEMENT L P

Position in SNEX — StoneX Group Inc.

CIK 936944 BOSTON, MA

Position in SNEX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,560,235

+$633,385 QoQ

Shares Held

57,724

-21.0% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#128

of 469 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Financial Services · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $33,273,156 across 8 Capital Markets names. SNEX ranks #2 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	189,880	$17,520,227
2	SNEX	StoneX Group Inc. This page	57,724	$4,560,235
3	PIPR	Piper Sandler Companies	36,800	$2,662,112
4	SF	Stifel Financial Corp	37,900	$2,644,283
5	PJT	PJT Partners Inc.	15,915	$2,402,210
6	EVR	Evercore Inc.	5,253	$1,793,584
7	IBKR	Interactive Brokers Group, Inc.	14,272	$1,242,234
8	XP	XP Inc.	27,569	$448,271

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,560,235	38,483	-21.0%	Shares	Sole	2026-08-13
2026-03-31	$3,926,850	48,690	+55.5%	Shares	Sole	2026-05-13
2025-12-31	$2,979,566	31,321	-2.0%	Shares	Sole	2026-02-13
2025-09-30	$3,225,803	31,964	-12.0%	Shares	Sole	2025-11-13
2025-06-30	$3,310,115	36,319	-39.5%	Shares	Sole	2025-08-11
2025-03-31	$4,588,837	60,079	+31.6%	Shares	Sole	2025-05-14
2024-12-31	$4,471,735	45,644	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$3,742,727	45,710	+30.6%	Shares	Sole	2024-11-14
2024-06-30	$2,634,873	34,987	+55.0%	Shares	Sole	2024-08-12
2024-03-31	$1,586,121	22,575	+0.4%	Shares	Sole	2024-05-14
2023-12-31	$1,659,406	22,476	+60.3%	Shares	Sole	2024-02-12
2023-09-30	$1,358,915	14,021	+105.6%	Shares	Sole	2023-11-14
2023-06-30	$566,440	6,818	-45.5%	Shares	Sole	2023-08-11
2023-03-31	$1,295,576	12,514	-18.6%	Shares	Sole	2023-05-12
2022-12-31	$1,465,809	15,381	-25.1%	Shares	Sole	2023-02-13
2022-09-30	$1,703,752	20,542	+4.1%	Shares	Sole	2022-11-14
2022-06-30	$1,540,942	19,738	0.0%	Shares	Sole	2022-08-11
2022-03-31	$1,465,150	19,738	-14.3%	Shares	Sole	2022-05-12
2021-12-31	$1,411,204	23,040	-29.9%	Shares	Sole	2022-02-11
2021-09-30	$2,164,554	32,846	+29.2%	Shares	Sole	2021-11-12
2021-06-30	$1,542,171	25,419	+3.2%	Shares	Sole	2021-08-13
2021-03-31	$1,609,724	24,621	-1.6%	Shares	Sole	2021-05-13
2020-12-31	$1,448,653	25,020	-12.9%	Shares	Sole	2021-02-10
2020-09-30	$1,469,267	28,719	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.