LPLA — LPL FINL HLDGS INC

Ownership history in Headlands Technologies LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Headlands Technologies LLC 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
0.78% (2024 Q3)
Avg. % of fund
0.32%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,000 +1,604 +405.1% 0.05% $665K $332.11
2025 Q1 REDUCED 396 -11,973 -96.8% 0.01% $130K $326.04
2024 Q4 REDUCED 12,369 -16,757 -57.5% 0.41% $4.0M $325.10
2024 Q3 ADDED 29,126 +23,045 +379.0% 0.78% $6.8M $231.40
4 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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