Bridget Larsen

@Piper Sandler & Co.

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$148.164B

Total holdings37

Assets growth rate15.81%

Assets growth rate (2-Q avg)1.94%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Piper Sandler & Co.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Piper Sandler & Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 148.164B in assets, with a quarterly growth rate of 15.81% and a 2-quarter average growth rate of 1.94%. The portfolio is managed by Bridget Larsen, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
7093⤦Pennymac Corp Recent Activity Increased 12.45%	10.6%	$15.693B 15.812M shares@ $992.5 avg price	Increased 12.45%
3383⤦Fiverr Intl Ltd Recent Activity Increased 263.05%	5.28%	$7.816B 8.35M shares@ $936.1 avg price	Increased 263.05%
4493⤦I3 Verticals Llc Recent Activity Increased 2004.13%	1.34%	$1.976B 2.041M shares@ $968.13 avg price	Increased 2004.13%