JFG
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Jefferies Financial Group’s Hewlett Packard HPE Stock Holding History

Jefferies Financial Group’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Buy
+10,000
New +$222K ﹤0.01% 1457
2024
Q3 		– Sell
-9,600
Closed -$203K – 1577
2024
Q2 		$203K Buy
+9,600
New +$177K ﹤0.01% 1221

Other funds holding HPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Jefferies Financial Group's HPE Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Hewlett Packard (HPE) in Q1 2026: 826,500 shares worth $19.7M. The stake represents 0.13% of the portfolio and ranks #123 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in HPE as recently as Q3 2025.

Jefferies Financial Group first reported a position in HPE in Q1 2017 and has held it in 11 quarters since. The position peaked at $32.4M in Q3 2025. 1,109 funds tracked by Wall St. Rank hold HPE as of Q1 2026.

  • Jefferies Financial Group held 826,500 shares of Hewlett Packard worth $19.7M as of Q1 2026.
  • Hewlett Packard was a new Jefferies Financial Group position in Q1 2026.
  • Hewlett Packard made up 0.13% of Jefferies Financial Group's portfolio in Q1 2026, its #123 holding.
  • Jefferies Financial Group first reported a position in Hewlett Packard in Q1 2017 and has held it in 11 quarters since.
  • Jefferies Financial Group's Hewlett Packard position peaked at $32.4M in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.