Position in STGW
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$496,361
+$74,699 QoQ
Shares Held
66,805
-0.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#77
of 183 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STGW Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Optimize Financial Inc holds $976,555 across 2 Advertising Agencies names. STGW ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STGW |
Stagwell Inc
This page
|
66,805 | $496,361 | |
| 2 | APP |
AppLovin Corp
|
932 | $480,194 |
All Filings in STGW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,361 | 66,805 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $421,662 | 67,037 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $158,121 | 35,138 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $214,109 | 35,390 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $202,367 | 30,755 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||