Iridian Asset Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.87M	Buy	19,518 +5,133	+36%	+$1.72M	2.38%	14
2025 Q4	$5.14M	Buy	14,385 +538	+4%	+$190K	1.89%	20
2025 Q3	$4.61M	Sell	13,847 -90	-0.6%	-$32.6K	1.81%	18
2025 Q2	$5.23M	Sell	13,937 -6,964	-33%	-$2.44M	1.81%	18
2025 Q1	$6.84M	Sell	20,901 -8,001	-28%	-$2.79M	2.14%	15
2024 Q4	$9.44M	Sell	28,902 -53,932	-65%	-$15.9M	2.51%	13
2024 Q3	$19.3M	Buy	82,834 +36,212	+78%	+$8.16M	4.13%	8
2024 Q2	$13M	Sell	46,622 -13,392	-22%	-$3.64M	2.94%	12
2024 Q1	$15.9M	Sell	60,014 -141	-0.2%	-$35.6K	3.11%	10
2023 Q4	$13.7M	Buy	60,155 +30,273	+101%	+$6.8M	2.48%	11
2023 Q3	$7.1M	Sell	29,882 -41,989	-58%	-$9.75M	1.44%	18
2023 Q2	$15.6M	Buy	71,871 +19,986	+39%	+$4M	1.45%	19
2023 Q1	$10.5M	Sell	51,885 -8,682	-14%	-$1.98M	0.86%	30
2022 Q4	$13.1M	Sell	60,567 -29,728	-33%	-$6.95M	1.26%	26
2022 Q3	$19.7M	Sell	90,295 -95,627	-51%	-$20.3M	1.96%	21
2022 Q2	$34.3M	Sell	185,922 -13,785	-7%	-$2.62M	2.81%	16
2022 Q1	$36.5M	Sell	199,707 -14,896	-7%	-$2.59M	2.75%	21
2021 Q4	$34.4M	Sell	214,603 -268,046	-56%	-$44.2M	2.16%	21
2021 Q3	$75.7M	Sell	482,649 -193,627	-29%	-$27.8M	2.36%	20
2021 Q2	$91.3M	Buy	676,276 +29,359	+5%	+$4.27M	1.64%	33
2021 Q1	$92M	Buy	+646,917	New	+$82.5M	1.59%	31