Pineridge Advisors LLC HPE — HEWLETT PACKARD ENTERPRISE C

Ownership history in Pineridge Advisors LLC  ·  7 quarters on record

AI Ownership Summary

Pineridge Advisors LLC reported HEWLETT PACKARD ENTERPRISE C (HPE) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. The latest visible filing shows HPE 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.

What this HPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pineridge Advisors LLC's position in HEWLETT PACKARD ENTERPRISE C, 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
2025 Q2

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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 2025 Q2

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.

HPE stock page Pineridge Advisors LLC fund profile Pineridge Advisors LLC full holdings
How Pineridge Advisors LLC held HPE — position size vs. price
% of Fund (quarterly)    HPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED — — — 52 — 0% 0.00% $1K 2025-08-11 $20.23
2025 Q1 REDUCED 61.8% +33.5% ❌ 52 -84 -61.8% 0.00% $798 2025-04-30 $15.82
2024 Q4 ADDED — — — 136 +29 +27.1% 0.00% $3K 2025-01-29 $20.96
2024 Q3 REDUCED 62.3% +5.2% ❌ 107 -177 -62.3% 0.00% $2K 2024-10-18 $19.89
2024 Q2 ADDED — — — 284 +2 +0.7% 0.00% $6K 2024-07-25 $18.57
2024 Q1 ADDED — — — 282 +2 +0.7% 0.00% $5K 2024-05-16 $16.98
2023 Q4 INITIATED — — — 280 — — 0.00% $5K 2024-03-01 $14.66

🏢 Other funds also holding HPE

As of 2026 Q1 — sorted by position size

Lakewood Asset Management LLC 3Y 1.63% Palouse Capital Management, Inc. 3Y 7Y 1.38% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.34% CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3Y 7Y 1.29% Kendall Capital Management 3Y 7Y 1.23% Perpetual Ltd 3Y 7Y 0.89% Steadtrust LLC 0.78% Stanley-Laman Group, Ltd. 3Y 7Y 0.74% Avantra Family Wealth, Inc. 0.52% Towne Trust Company, N.A 3Y 7Y 0.51%

FAQ About Pineridge Advisors LLC and HPE

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

How long has Pineridge Advisors LLC reported owning HPE?

Pineridge Advisors LLC reported HPE across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported HPE position in Pineridge Advisors LLC's portfolio?

The largest reported portfolio weight for HPE was 0.00% in 2024 Q2.

What is the latest reported HPE position on this page?

The most recent filing on this page is 2025 Q2, when Pineridge Advisors LLC reported 52 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this HPE ownership page compare?

The chart compares Pineridge Advisors LLC's quarterly HPE 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 Pineridge Advisors LLC time their HPE position?

Based on 13F filing dates vs. subsequent HPE price moves, Pineridge Advisors LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on HPE relative to SPY over the holding period was +10.5%.

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