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Bridget Larsen

@Piper Sandler & Co.

Latest period2024 - Q3ReportedManaged Assets$148.164BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
4576⤦Insight Enterprises Inc
Recent Activity
New Position
10.67%
$15.808B
5.041M shares@ $3135.96 avg price
0985⤦Booking Holdings Inc
Recent Activity
New Position
10.66%
$15.784B
7.25M shares@ $2177.1 avg price
7093⤦Pennymac Corp
Recent Activity
Increased 12.45%
10.6%
$15.693B
15.812M shares@ $992.5 avg price
1611⤦Chart Inds Inc
Recent Activity
New Position
8.29%
$12.282B
5.871M shares@ $2092.0 avg price
5508⤦Lyft Inc
Recent Activity
New Position
7.75%
$11.476B
11.75M shares@ $976.7 avg price
7055⤦Pegasystems Inc
Recent Activity
New Position
7.19%
$10.647B
10.885M shares@ $978.13 avg price
3383⤦Fiverr Intl Ltd
Recent Activity
Increased 263.05%
5.28%
$7.816B
8.35M shares@ $936.1 avg price
7497⤦Rwt Hldgs Inc
Recent Activity
New Position
3.57%
$5.277B
5.385M shares@ $980.0 avg price
2940⤦Envestnet Inc
Recent Activity
New Position
3.33%
$4.92B
5M shares@ $984.0 avg price
1630⤦Chegg Inc
Recent Activity
3.24%
$4.788B
5M shares@ $957.5 avg price