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Jefferies Financial Group’s ClearPoint Neuro CLPT Stock Holding History

Jefferies Financial Group’s Portfolio CLPT Stock Details CLPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,589
Closed -$162K – 1369
2025
Q1 		$162K Sell
13,589
-3,614
-21% -$56.2K ﹤0.01% 1422
2024
Q4 		$265K Buy
+17,203
New +$223K ﹤0.01% 1303
2023
Q2 		– Sell
-10,613
Closed -$89.6K – 1724
2023
Q1 		$89.6K Buy
+10,613
New +$93K ﹤0.01% 1449

Other funds holding CLPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Jefferies Financial Group's CLPT Position: Q2 2025 in Review

Jefferies Financial Group sold out of ClearPoint Neuro (CLPT) in Q2 2025, closing a stake of 13,589 shares — an estimated $162K sold.

Jefferies Financial Group first reported a position in CLPT in Q1 2023 and held it in 3 quarters. The position peaked at $265K in Q4 2024. 96 funds tracked by Wall St. Rank hold CLPT as of Q2 2025.

  • Jefferies Financial Group reported no remaining ClearPoint Neuro position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 13,589 ClearPoint Neuro shares in Q2 2025, an estimated $162K.
  • Jefferies Financial Group first reported a position in ClearPoint Neuro in Q1 2023 and held it in 3 quarters.
  • Jefferies Financial Group's ClearPoint Neuro position peaked at $265K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.