Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PIPER SANDLER & CO. (CIK 724683) reported $102.0M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PENN ($19.0M, 18.64%), MGPI ($17.2M, 16.83%), CBRL ($15.1M, 14.78%), ($11.7M, 11.46%), UPST ($8.7M, 8.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PENN | PENN ENTERTAINMENT INC | $19.0M | 18.64% | 19.3M | Added |
| 2 | MGPI | MGP INGREDIENTS INC NEW | $17.2M | 16.83% | 18.0M | Added |
| 3 | CBRL | CRACKER BARREL OLD CTRY STOR | $15.1M | 14.78% | 15.4M | Added |
| 4 | AMERICAN WTR CAP CORP | $11.7M | 11.46% | 11.8M | New | |
| 5 | UPST | UPSTART HLDGS INC | $8.7M | 8.54% | 9.0M | Added |
| 6 | BXMT | BLACKSTONE MORTGAGE TRUST IN | $7.1M | 6.95% | 7.2M | Added |
| 7 | VAC | MARRIOTT VACATIONS WORLDWIDE | $5.3M | 5.19% | 5.6M | New |
| 8 | TDOC | TELADOC HEALTH INC | $4.7M | 4.59% | 4.9M | New |
| 9 | RWT-PA | REDWOOD TRUST INC | $4.0M | 3.88% | 4.0M | New |
| 10 | ZD | ZIFF DAVIS INC | $2.6M | 2.55% | 2.7M | New |
| 11 | UPWK | UPWORK INC | $2.5M | 2.49% | 2.6M | New |
| 12 | DUK/PRA | DUKE ENERGY CORP NEW | $1.9M | 1.87% | 1.7M | New |
| 13 | PRGS | PROGRESS SOFTWARE CORP | $897,750 | 0.88% | 900,000 | New |
| 14 | QTWO | Q2 HLDGS INC | $387,426 | 0.38% | 390,000 | New |
| 15 | ZEO | ZEO ENERGY CORP | $291,306 | 0.29% | 507,502 | Trimmed |
| 16 | STTK | SHATTUCK LABS INC | $253,773 | 0.25% | 39,467 | Hold |
| 17 | AFRM | AFFIRM HLDGS INC | $185,760 | 0.18% | 192,000 | New |
| 18 | COIN | COINBASE GLOBAL INC | $137,860 | 0.14% | 139,000 | New |
| 19 | PEB/PRF | PEBBLEBROOK HOTEL TR | $81,818 | 0.08% | 84,000 | Hold |
| 20 | W | WAYFAIR INC | $31,960 | 0.03% | 34,000 | Hold |
| 21 | RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | Exited |
| 22 | CABO | CABLE ONE INC | $0 | 0.00% | 0 | Exited |
| 23 | ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | Exited |
| 24 | FSLY | FASTLY INC | $0 | 0.00% | 0 | Exited |
| 25 | GRPN | GROUPON INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31