Jefferies Financial Group Inc. IQ — IQIYI INC

Ownership history in Jefferies Financial Group Inc.  ·  34 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported IQIYI INC (IQ) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows IQ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in IQIYI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IQ stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held IQ — position size vs. price
% of Fund (quarterly)    IQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 181,252 -4,405 -2.4% 0.00% $245K 2026-05-08 $1.20
2025 Q4 ADDED — — — 185,657 +4,405 +2.4% 0.00% $356K 2026-02-09 $1.95
2025 Q3 REDUCED — — — 181,252 -500 -0.3% 0.00% $464K 2025-11-13 $2.11
2025 Q2 UNCHANGED — — — 181,752 — 0% 0.00% $322K 2025-08-14 (Est.) $1.91
2025 Q1 REDUCED 26.1% -21.7% ✅ 181,752 -64,200 -26.1% 0.00% $411K 2025-05-08 $1.92
2024 Q4 REDUCED 50.8% +12.4% ❌ 245,952 -254,048 -50.8% 0.00% $494K 2025-02-14 $2.54
2024 Q4 ADDED — — — 500,000 +404,048 +421.1% 0.01% $1.0M 2025-02-14 $2.54
2024 Q3 REDUCED 80.8% -29.4% ✅ 95,952 -404,048 -80.8% 0.00% $274K 2024-11-14 $2.19
2024 Q3 ADDED — — — 500,000 +404,548 +423.8% 0.01% $1.4M 2024-11-14 $2.19
2024 Q2 UNCHANGED — — — 95,452 — 0% 0.00% $350K 2024-08-13 $3.30
2024 Q1 REDUCED — — — 95,452 -1 -0.0% 0.00% $404K 2024-05-13 $5.14
2023 Q4 REDUCED 43.5% -12.1% ✅ 95,453 -73,348 -43.5% 0.00% $466K 2024-02-14 $3.50
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IQ

As of 2026 Q1 — sorted by position size

Triata Capital Ltd 1.97% Perseverance Asset Management International 3Y 0.71% BARROW HANLEY MEWHINNEY & STRAUSS LLC 3Y 7Y 0.08% Bellecapital International Ltd. 3Y 7Y 0.03% CAXTON ASSOCIATES LLP 0.02% AXQ CAPITAL, LP 3Y 0.02% PROFUND ADVISORS LLC 3Y 7Y 0.01% Russell Investments Group, Ltd. 3Y 7Y 0.01% Caitong International Asset Management Co., Ltd 0.01% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 0.01%

FAQ About Jefferies Financial Group Inc. and IQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning IQ?

Jefferies Financial Group Inc. reported IQ across 12 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IQ position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for IQ was 0.01% in 2024 Q3.

What is the latest reported IQ position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 181,252 shares, equal to 0.00% of portfolio, with an estimated market value of $245K.

What does the chart on this IQ ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly IQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jefferies Financial Group Inc. time their IQ position?

Based on 13F filing dates vs. subsequent IQ price moves, Jefferies Financial Group Inc. correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on IQ relative to SPY over the holding period was -54.5%.

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