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 Q3	$253K	Sell	3,839 -50,241	-93%	-$3.74M	0.01%	1438
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Y-Intercept (HK)'s PIPR Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Piper Sandler (PIPR) stake by 93% in Q3 2026, selling an estimated $3.74M and leaving 3,839 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #1438.

Y-Intercept (HK) first reported a position in PIPR in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.91M in Q2 2026. 35 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

Y-Intercept (HK) held 3,839 shares of Piper Sandler worth $253K as of Q3 2026.
Y-Intercept (HK) sold 50,241 Piper Sandler shares in Q3 2026, an estimated $3.74M.
Piper Sandler made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1438 holding.
Y-Intercept (HK) first reported a position in Piper Sandler in Q2 2023 and has held it in 6 quarters since.
Y-Intercept (HK)'s Piper Sandler position peaked at $3.91M in Q2 2026.
35 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.