Y-Intercept (HK)’s Piper Sandler PIPR Stock Holding History

Y-Intercept (HK)’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.91M	Buy	54,080 +34,029	+170%	+$2.76M	0.08%	364
2026 Q1	$1.53M	Buy	+20,051	New	+$1.65M	0.03%	841
2025 Q2	–	Sell	-16,328	Closed	-$1.01M	–	1929
2025 Q1	$1.01M	Buy	+16,328	New	+$1.17M	0.07%	402
2023 Q4	–	Sell	-12,556	Closed	-$456K	–	1562
2023 Q3	$456K	Buy	12,556 +4,736	+61%	+$171K	0.04%	592
2023 Q2	$253K	Buy	+7,820	New	+$258K	0.03%	841

Other funds holding PIPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Y-Intercept (HK)'s PIPR Position: Q2 2026 in Review

Y-Intercept (HK) increased its Piper Sandler (PIPR) stake by 170% in Q2 2026, buying an estimated $2.76M and bringing the position to 54,080 shares worth $3.91M. The position accounts for 0.08% of the portfolio, ranked #364.

Y-Intercept (HK) first reported a position in PIPR in Q2 2023 and has held it in 5 quarters since. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

Y-Intercept (HK) held 54,080 shares of Piper Sandler worth $3.91M as of Q2 2026.
Y-Intercept (HK) bought 34,029 Piper Sandler shares in Q2 2026, an estimated $2.76M.
Piper Sandler made up 0.08% of Y-Intercept (HK)'s portfolio in Q2 2026, its #364 holding.
Y-Intercept (HK) first reported a position in Piper Sandler in Q2 2023 and has held it in 5 quarters since.
421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.