undamentalytics Newsletter

Piper Sandler Companies: which funds bought and sold

Institutions that bought and sold Piper Sandler Companies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 229 institutions that filed 13F reports for both quarters added to or opened positions in Piper Sandler Companies, and 156 cut or closed them. Together they added a net 1.2M shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 566K shares (−4.7%); index fund managers were net buyers of 949K shares (+3.7%). 81 opened a new position and 44 sold out entirely.

Bought, Q2 2026 229 institutions, 81 of them new holders Sold, Q2 2026 156 institutions, 44 of them sold out
Net change, all compared +1.2M shares (+2.0%)
Net change, active managers −566K shares (−4.7%), 29 bought, 30 sold

Buyers versus sellers

institutions compared, 450
Active managers and hedge funds 29 bought · 30 sold · −566K
Index fund managers 9 bought · 2 sold · +949K
Other institutions 191 bought · 124 sold · +783K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +620K +5.9% 11.0M $799M
Invesco Ltd. +533K +20.4% 3.1M $227M
North Reef Capital Management LP Hedge fund +385K +39.9% 1.4M $97.7M
Azora Capital LP Hedge fund +380K New position 380K $27.5M
Boston Trust Walden Corp +271K +163.9% 437K $31.6M
Allspring Global Investments Holdings, LLC +221K +124.3% 399K $28.8M
Bessemer Group Inc +217K +6887.6% 220K $15.9M
American Century Companies Inc Active manager +192K +25.9% 934K $67.6M
Mackenzie Financial Corp +149K +271.0% 204K $14.8M
Goldman Sachs Group Inc +149K +10.1% 1.6M $117M
Arrowstreet Capital, Limited Partnership Hedge fund +135K +80.6% 302K $21.9M
State Street Corp Index funds +134K +4.8% 2.9M $211M
Westwood Holdings Group Inc Active manager +125K +11.3% 1.2M $89.5M
OP Asset Management Ltd +116K New position 116K $8.4M
Geode Capital Management, LLC Index funds +110K +6.7% 1.7M $126M
Creative Planning +103K +80.1% 231K $16.7M
Renaissance Technologies LLC Hedge fund +101K +204.6% 150K $10.8M
Axiom Investors LLC Active manager +95K New position 95K $6.9M
Susquehanna Fundamental Investments, LLC +87K +578.1% 101K $7.3M
California State Teachers Retirement System +83K New position 83K $6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −477K −78.0% 135K $9.7M
Lord, Abbett & Co. LLC −470K −90.4% 50K $3.6M
Walleye Capital LLC Hedge fund −332K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −331K −98.9% 3,533 $255,577
Longaeva Partners L.P. −212K Sold out 0 —
Fiera Capital Corp −190K −42.7% 256K $18.5M
Citadel Advisors LLC Hedge fund −184K −57.2% 138K $10M
Jacobs Levy Equity Management, Inc Active manager −183K −28.9% 452K $32.7M
Prudential Financial Inc −164K −64.8% 89K $6.4M
Trexquant Investment LP Hedge fund −160K −82.3% 34K $2.5M
Jpmorgan Chase & Co −125K −14.3% 752K $54.8M
Exoduspoint Capital Management, LP Hedge fund −117K Sold out 0 —
Wellington Management Group LLP Active manager −104K −35.5% 190K $13.8M
Morgan Stanley −99K −13.8% 621K $44.9M
Barclays PLC −99K −34.1% 191K $13.8M
Freestone Grove Partners LP Hedge fund −97K −92.5% 7,827 $566,205
Healthcare Of Ontario Pension Plan Trust Fund −88K −55.6% 70K $5.1M
Nuveen, LLC −84K −12.1% 613K $44.4M
Farallon Capital Management, L.L.C. Hedge fund −66K Sold out 0 —
Sei Investments Co −64K −17.5% 302K $21.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Azora Capital LPHedge fund 380K $27.5M
OP Asset Management Ltd 116K $8.4M
Axiom Investors LLCActive manager 95K $6.9M
California State Teachers Retirement System 83K $6M
Jump Financial, LLC 64K $4.6M
Y-Intercept (Hong Kong) Ltd 54K $3.9M
Algert Global LLCHedge fund 48K $3.5M
Adage Capital Partners Gp, L.L.C.Hedge fund 34K $2.5M
Voleon Capital Management LPHedge fund 33K $2.4M
Northcrest Asset Manangement, LLC 32K $2.4M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Walleye Capital LLCHedge fund 332K $25.4M
Longaeva Partners L.P. 212K $16.2M
Exoduspoint Capital Management, LPHedge fund 117K $9M
Farallon Capital Management, L.L.C.Hedge fund 66K $5.1M
Peak6 LLC 25K $1.9M
Quadrature Capital LtdHedge fund 21K $1.6M
Integrated Quantitative Investments LLC 18K $1.4M
Magnetar Financial LLCHedge fund 18K $1.4M
Dynamic Technology Lab Private Ltd 18K $1.4M
Lighthouse Investment Partners, LLCHedge fund 17K $1.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
413
Ten largest holders
53.4%
of 13F-reported shares
Index fund managers
42.9%
of 13F-reported shares
Active managers and hedge funds
18.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 29 30 10 10 −566K −4.7%
Index fund managers 9 2 0 0 +949K +3.7%
Other institutions 191 124 71 34 +783K +3.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Piper Sandler Companies · Insiders · Politicians