Palestra Capital Management’s LPL Financial LPLA Stock Holding History

Palestra Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-379,934	Closed	-$142M	–	34
2025 Q2	$142M	Sell	379,934 -19,276	-5%	-$6.75M	4.14%	10
2025 Q1	$131M	Buy	399,210 +70,924	+22%	+$24.7M	5.14%	10
2024 Q4	$107M	Buy	+328,286	New	+$97.1M	2.94%	18
2024 Q3	–	Sell	-14,362	Closed	-$4.01M	–	40
2024 Q2	$4.01M	Buy	14,362 +6,162	+75%	+$1.67M	0.16%	33
2024 Q1	$2.17M	Buy	+8,200	New	+$2.07M	0.08%	35
2015 Q2	–	Sell	-1,136,861	Closed	-$49.9M	–	27
2015 Q1	$49.9M	Sell	1,136,861 -163,300	-13%	-$7.22M	4.38%	7
2014 Q4	$57.9M	Buy	1,300,161 +509,000	+64%	+$21.9M	5.05%	2
2014 Q3	$36.4M	Sell	791,161 -46,239	-6%	-$2.23M	3.11%	17
2014 Q2	$41.7M	Buy	+837,400	New	+$40.6M	3.44%	12

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Palestra Capital Management's LPLA Position: Q3 2025 in Review

Palestra Capital Management sold out of LPL Financial (LPLA) in Q3 2025, closing a stake of 379,934 shares — an estimated $142M sold.

Palestra Capital Management first reported a position in LPLA in Q2 2014 and held it in 9 quarters. The position peaked at $142M in Q2 2025. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

Palestra Capital Management reported no remaining LPL Financial position as of Q3 2025 after selling out during the quarter.
Palestra Capital Management sold 379,934 LPL Financial shares in Q3 2025, an estimated $142M.
Palestra Capital Management first reported a position in LPL Financial in Q2 2014 and held it in 9 quarters.
Palestra Capital Management's LPL Financial position peaked at $142M in Q2 2025.
759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Palestra Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.