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Edgestream Partners’s Piper Sandler PIPR Stock Holding History

Edgestream Partners’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-75,032
Closed -$6.51M – 1102
2025
Q3 		$6.51M Buy
75,032
+67,732
+928% +$5.52M 0.19% 175
2025
Q2 		$507K Sell
7,300
-49,244
-87% -$3.07M 0.01% 728
2025
Q1 		$3.5M Sell
56,544
-17,864
-24% -$1.28M 0.12% 335
2024
Q4 		$5.58M Buy
74,408
+32,272
+77% +$2.51M 0.24% 116
2024
Q3 		$2.99M Sell
42,136
-13,936
-25% -$911K 0.13% 279
2024
Q2 		$3.23M Sell
56,072
-61,544
-52% -$3.15M 0.16% 222
2024
Q1 		$5.84M Buy
117,616
+87,888
+296% +$4.02M 0.29% 75
2023
Q4 		$1.3M Sell
29,728
-53,344
-64% -$2.03M 0.09% 366
2023
Q3 		$3.02M Sell
83,072
-2,040
-2% -$73.7K 0.24% 101
2023
Q2 		$2.75M Buy
+85,112
New +$2.81M 0.25% 104

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Edgestream Partners's PIPR Position: Q4 2025 in Review

Edgestream Partners sold out of Piper Sandler (PIPR) in Q4 2025, closing a stake of 75,032 shares — an estimated $6.51M sold.

Edgestream Partners first reported a position in PIPR in Q2 2023 and held it in 10 quarters. The position peaked at $6.51M in Q3 2025. 417 funds tracked by Wall St. Rank hold PIPR as of Q4 2025.

  • Edgestream Partners reported no remaining Piper Sandler position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 75,032 Piper Sandler shares in Q4 2025, an estimated $6.51M.
  • Edgestream Partners first reported a position in Piper Sandler in Q2 2023 and held it in 10 quarters.
  • Edgestream Partners's Piper Sandler position peaked at $6.51M in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.