LPL Financial
INST

LPL Financial’s Instructure Holdings, Inc. INST Stock Holding History

LPL Financial’s Portfolio INST Stock Details INST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-35,191
Closed -$951K – 5050
2023
Q4 		$951K Sell
35,191
-29,274
-45% -$759K ﹤0.01% 3090
2023
Q3 		$1.64M Buy
64,465
+2,722
+4% +$70.5K ﹤0.01% 2470
2023
Q2 		$1.55M Buy
61,743
+1,062
+2% +$26.6K ﹤0.01% 2469
2023
Q1 		$1.57M Buy
+60,681
New +$1.56M ﹤0.01% 2359

Other funds holding INST

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's INST Position: Q1 2024 in Review

LPL Financial sold out of Instructure Holdings, Inc. (INST) in Q1 2024, closing a stake of 35,191 shares — an estimated $951K sold.

LPL Financial first reported a position in INST in Q1 2023 and held it in 4 quarters. The position peaked at $1.64M in Q3 2023. 118 funds tracked by Wall St. Rank hold INST as of Q1 2024.

  • LPL Financial reported no remaining Instructure Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 35,191 Instructure Holdings, Inc. shares in Q1 2024, an estimated $951K.
  • LPL Financial first reported a position in Instructure Holdings, Inc. in Q1 2023 and held it in 4 quarters.
  • LPL Financial's Instructure Holdings, Inc. position peaked at $1.64M in Q3 2023.
  • 118 funds tracked by Wall St. Rank held Instructure Holdings, Inc. as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.