Philadelphia Financial Management of San Francisco’s IperionX IPX Stock Holding History

Philadelphia Financial Management of San Francisco’s Portfolio IPX Stock Details IPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-297,053	Closed	-$9.36M	–	76
2025 Q2	$9.36M	Sell	297,053 -145,606	-33%	-$3.28M	1.1%	34
2025 Q1	$7.96M	Sell	442,659 -59,449	-12%	-$1.49M	1.56%	30
2024 Q4	$17.3M	Sell	502,108 -160,979	-24%	-$4.19M	2.44%	16
2024 Q3	$14.8M	Sell	663,087 -148,272	-18%	-$2.43M	2.34%	19
2024 Q2	$11.3M	Buy	811,359 +72,435	+10%	+$1.04M	1.98%	21
2024 Q1	$11M	Buy	+738,924	New	+$9.54M	1.88%	22

Other funds holding IPX

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPM

Symmetry Peak Management Radnor, Pennsylvania $359M AUM 146.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's IPX Position: Q3 2025 in Review

Philadelphia Financial Management of San Francisco sold out of IperionX (IPX) in Q3 2025, closing a stake of 297,053 shares — an estimated $9.36M sold.

Philadelphia Financial Management of San Francisco first reported a position in IPX in Q1 2024 and held it in 6 quarters. The position peaked at $17.3M in Q4 2024. 40 funds tracked by Wall St. Rank hold IPX as of Q3 2025.

Philadelphia Financial Management of San Francisco reported no remaining IperionX position as of Q3 2025 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 297,053 IperionX shares in Q3 2025, an estimated $9.36M.
Philadelphia Financial Management of San Francisco first reported a position in IperionX in Q1 2024 and held it in 6 quarters.
Philadelphia Financial Management of San Francisco's IperionX position peaked at $17.3M in Q4 2024.
40 funds tracked by Wall St. Rank held IperionX as of Q3 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q3 2025, filed 14 Nov 2025.