Jane Street
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Jane Street’s Capital Southwest CSWC Stock Holding History

Jane Street’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75M Buy
78,975
+1,038
+1% +$23.5K ﹤0.01% 5348
2025
Q4 		$1.73M Buy
77,937
+60,898
+357% +$1.29M ﹤0.01% 5093
2025
Q3 		$372K Sell
17,039
-3,458
-17% -$78.7K ﹤0.01% 8478
2025
Q2 		$452K Buy
20,497
+10,364
+102% +$213K ﹤0.01% 7117
2025
Q1 		$226K Sell
10,133
-11,615
-53% -$262K ﹤0.01% 8268
2024
Q4 		$475K Buy
+21,748
New +$512K ﹤0.01% 6887
2024
Q3 		– Sell
-12,108
Closed -$316K – 9669
2024
Q2 		$316K Sell
12,108
-47,951
-80% -$1.23M ﹤0.01% 7723
2024
Q1 		$1.5M Buy
+60,059
New +$1.46M ﹤0.01% 4648
2022
Q3 		– Sell
-22,716
Closed -$418K – 9798
2022
Q2 		$418K Buy
+22,716
New +$500K ﹤0.01% 7051
2021
Q3 		– Sell
-17,659
Closed -$410K – 10020
2021
Q2 		$410K Buy
+17,659
New +$438K ﹤0.01% 7615

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Jane Street's CSWC Position: Q1 2026 in Review

Jane Street increased its Capital Southwest (CSWC) stake by 1.3% in Q1 2026, buying an estimated $23.5K and bringing the position to 78,975 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #5348.

Jane Street first reported a position in CSWC in Q2 2021 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Jane Street held 78,975 shares of Capital Southwest worth $1.75M as of Q1 2026.
  • Jane Street bought 1,038 Capital Southwest shares in Q1 2026, an estimated $23.5K.
  • Capital Southwest made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #5348 holding.
  • Jane Street first reported a position in Capital Southwest in Q2 2021 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.