Cubist Systematic Strategies’s LPL Financial LPLA Stock Holding History

Cubist Systematic Strategies’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.06M	Buy	3,200 +1,800	+129%	+$652K	0.01%	1920
2025 Q2	$525K	Sell	1,400 -5,700	-80%	-$2M	﹤0.01%	2240
2025 Q1	$2.32M	Sell	7,100 -10,500	-60%	-$3.66M	0.01%	1336
2024 Q4	$5.75M	Sell	17,600 -10,900	-38%	-$3.22M	0.04%	752
2024 Q3	$6.63M	Buy	+28,500	New	+$6.42M	0.04%	669
2024 Q1	–	Sell	-3,000	Closed	-$683K	–	4051
2023 Q4	$683K	Buy	+3,000	New	+$674K	﹤0.01%	2339
2023 Q3	–	Sell	-2,400	Closed	-$522K	–	3688
2023 Q2	$522K	Buy	+2,400	New	+$481K	﹤0.01%	2371

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cubist Systematic Strategies's LPLA Position: Q4 2024 in Review

Cubist Systematic Strategies sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 7,779 shares — an estimated $2.3M sold.

Cubist Systematic Strategies first reported a position in LPLA in Q3 2014 and held it in 35 quarters. The position peaked at $12.8M in Q1 2024. 725 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

Cubist Systematic Strategies reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
Cubist Systematic Strategies sold 7,779 LPL Financial shares in Q4 2024, an estimated $2.3M.
Cubist Systematic Strategies first reported a position in LPL Financial in Q3 2014 and held it in 35 quarters.
Cubist Systematic Strategies's LPL Financial position peaked at $12.8M in Q1 2024.
725 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Cubist Systematic Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.