LPLA — LPL FINL HLDGS INC

Ownership history in Engineers Gate Manager LP  ·  37 quarters on record

This page tracks every 13F SEC filing in which Engineers Gate Manager LP reported a position in LPL FINL HLDGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2018 Q4)
Avg. % of fund
0.14%
First filed
2014 Q4
Last filed
2025 Q3
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,398 -38,534 -94.1% 0.01% $798K $332.11
2025 Q2 ADDED 40,932 +37,763 +1191.6% 0.19% $15.3M $374.00
2025 Q1 REDUCED 3,169 -5,384 -62.9% 0.02% $1.0M $326.04
2024 Q4 REDUCED 8,553 -11,741 -57.9% 0.05% $2.8M $325.10
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LPLA price (monthly, adj. close)

Other funds also holding LPLA

As of 2025 Q4 — sorted by position size

FAMILY WEALTH PARTNERS, LLC 13.13% LYNWOOD PRICE CAPITAL MANAGEMENT LP 12.17% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 11.19% Azora Capital LP 3Y 7Y 10.08% SurgoCap Partners LP 9.84% SAMLYN CAPITAL, LLC 3Y 7Y 8.99% Teca Partners, LP 3Y 8.46% FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3Y 7Y 7.59% Fremen Capital Management LP 6.23% Heron Bay Capital Management 3Y 5.71%
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