Bridget Larsen

@Piper Sandler & Co.

Latest period2024 - Q3

Reported2mo 6d 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
0082⤦Affirm Hldgs Inc Recent Activity New Position	0.6%	$885M 1M shares@ $885.0 avg price	New Position
0092⤦Air Trans Svcs Group Inc Recent Activity New Position	0.55%	$803.745M 801,000 shares@ $1003.43 avg price	New Position
9441⤦Wayfair Inc Recent Activity New Position	0.3%	$441M 450,000 shares@ $980.0 avg price	New Position
6955⤦Pagerduty Inc Recent Activity New Position	0.13%	$190.23M 200,000 shares@ $951.15 avg price	New Position
9441⤦Wayfair Inc Recent Activity New Position	0.06%	$85.616M 90,000 shares@ $951.29 avg price	New Position
FSEAFirst Seacoast Bancorp Inc Recent Activity New Position	0.01%	$853,000 94 shares@ $9074.47 avg price	New Position
BRBSBlue Ridge Bankshares Inc Va Recent Activity New Position	0.01%	$230,000 82 shares@ $2804.88 avg price	New Position