WESTWOOD HOLDINGS GROUP INC PIPR — PIPER SANDLER COMPANIES

Ownership history in WESTWOOD HOLDINGS GROUP INC  ·  22 quarters on record

AI Ownership Summary

WESTWOOD HOLDINGS GROUP INC reported PIPER SANDLER COMPANIES (PIPR) in 22 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.84% in 2025 Q2. The latest visible filing shows PIPR at 0.75% 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 PIPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESTWOOD HOLDINGS GROUP INC's position in PIPER SANDLER COMPANIES, 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 Q4

PIPR was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

PIPR stock page WESTWOOD HOLDINGS GROUP INC fund profile WESTWOOD HOLDINGS GROUP INC full holdings
How WESTWOOD HOLDINGS GROUP INC held PIPR — position size vs. price
% of Fund (quarterly)    PIPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 272,055 -9,803 -3.5% 0.75% $92.4M 2026-02-17 $78.30
2025 Q3 REDUCED 18.0% +0.7% ❌ 281,858 -61,951 -18.0% 0.70% $97.8M 2025-11-14 $80.15
2025 Q2 REDUCED — — — 343,809 -13,358 -3.7% 0.84% $95.6M 2025-08-08 $78.70
2025 Q1 ADDED — — — 357,167 +92,527 +35.0% 0.67% $88.5M 2025-05-09 $61.12
2024 Q4 REDUCED 21.7% -16.4% ✅ 264,640 -73,291 -21.7% 0.61% $79.4M 2025-02-14 $73.41
2024 Q3 REDUCED 9.5% +5.2% ❌ 337,931 -35,544 -9.5% 0.40% $95.9M 2024-11-14 $79.35
2024 Q2 REDUCED 13.1% +23.6% ❌ 373,475 -56,230 -13.1% 0.40% $86.0M 2024-08-13 $61.29
2024 Q1 REDUCED 7.7% +17.2% ❌ 429,705 -35,793 -7.7% 0.68% $85.3M 2024-05-14 $50.36
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PIPR

As of 2026 Q1 — sorted by position size

Greenwich Wealth Management LLC 3Y 7Y 1.3% Oliver Luxxe Assets LLC 3Y 7Y 0.49% SCHULHOFF & CO INC 3Y 7Y 0.2% AXIOM INVESTORS LLC /DE 3Y 7Y 0.12% NorthCrest Asset Manangement, LLC 3Y 0.08% Y-Intercept (Hong Kong) Ltd 3Y 0.03% Parcion Private Wealth LLC 3Y 0.03% KING LUTHER CAPITAL MANAGEMENT CORP 3Y 7Y 0.02% Investors Research Corp 3Y 7Y 0.02% Truepoint, Inc. 3Y 7Y 0.01%

FAQ About WESTWOOD HOLDINGS GROUP INC and PIPR

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

How long has WESTWOOD HOLDINGS GROUP INC reported owning PIPR?

WESTWOOD HOLDINGS GROUP INC reported PIPR across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PIPR position in WESTWOOD HOLDINGS GROUP INC's portfolio?

The largest reported portfolio weight for PIPR was 0.84% in 2025 Q2.

What is the latest reported PIPR position on this page?

The most recent filing on this page is 2025 Q4, when WESTWOOD HOLDINGS GROUP INC reported 272,055 shares, equal to 0.75% of portfolio, with an estimated market value of $92.4M.

What does the chart on this PIPR ownership page compare?

The chart compares WESTWOOD HOLDINGS GROUP INC's quarterly PIPR 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 WESTWOOD HOLDINGS GROUP INC time their PIPR position?

Based on 13F filing dates vs. subsequent PIPR price moves, WESTWOOD HOLDINGS GROUP INC correctly timed 13 out of 21 reported position changes (62%). The annualised alpha on PIPR relative to SPY over the holding period was +13.5%.

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