LPL Financial
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LPL Financial’s Quantum-Si Incorporated QSI Stock Holding History

LPL Financial’s Portfolio QSI Stock Details QSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.7K Buy
23,985
+3,000
+14% +$2.4K ﹤0.01% 6201
2026
Q2 		$18.6K Sell
20,985
-1,482
-7% -$1.41K ﹤0.01% 6134
2026
Q1 		$17.4K Sell
22,467
-2,750
-11% -$2.85K ﹤0.01% 5886
2025
Q4 		$27.7K Sell
25,217
-3,243
-11% -$5.28K ﹤0.01% 5777
2025
Q3 		$40.1K Buy
28,460
+5,170
+22% +$7.47K ﹤0.01% 5660
2025
Q2 		$45.6K Buy
23,290
+3,178
+16% +$4.7K ﹤0.01% 5369
2025
Q1 		$24.1K Buy
+20,112
New +$38.5K ﹤0.01% 5238

Other funds holding QSI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fosun International
Fosun International Hong Kong, China $369M AUM 6.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Winton Group
Winton Group London, United Kingdom $2.58B AUM 26.15% 1-Year Est. Return

LPL Financial's QSI Position: Q3 2026 in Review

LPL Financial increased its Quantum-Si Incorporated (QSI) stake by 14% in Q3 2026, buying an estimated $2.4K and bringing the position to 23,985 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6201.

LPL Financial first reported a position in QSI in Q1 2025 and has held it in 7 quarters since. The position peaked at $45.6K in Q2 2025. 71 funds tracked by Wall St. Rank hold QSI as of Q3 2026.

  • LPL Financial held 23,985 shares of Quantum-Si Incorporated worth $25.7K as of Q3 2026.
  • LPL Financial bought 3,000 Quantum-Si Incorporated shares in Q3 2026, an estimated $2.4K.
  • Quantum-Si Incorporated made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6201 holding.
  • LPL Financial first reported a position in Quantum-Si Incorporated in Q1 2025 and has held it in 7 quarters since.
  • LPL Financial's Quantum-Si Incorporated position peaked at $45.6K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Quantum-Si Incorporated as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.