Piper Sandler & Co. holds a concentrated book of 19 stocks worth $134.9M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Lumentum Holdings Inc. Their largest long position is Lumentum Holdings Inc at 24% of the equity book. Cloning the disclosed picks since 2024 would be +343% (+139.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show PIPER SANDLER & CO.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 317.5 points over this window.
Growth of $10,000 cloning Piper Sandler & Co.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Piper Sandler & Co.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| CITIGROUP INC | 23 / 19 | $62.3M |
| JPMORGAN CHASE & CO | 22 / 19 | $184.5M |
| WELLS FARGO & COMPANY/MN | 20 / 19 | $139.2M |
| Howard Marks | 19 / 19 | $539.8M |
| MORGAN STANLEY | 19 / 19 | $249.7M |
| Russell Investments Group, Ltd. | 19 / 19 | $80.4M |
| BlackRock, Inc. | 18 / 19 | $2.8B |
| JANE STREET GROUP, LLC | 18 / 19 | $80.8M |
Ranked by how many of Piper Sandler & Co.'s top 19 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc NOTE 0.500% 6/1 | $32.3M | 5.02M | 23.9% | ▲New New position | |
| 2 | Advanced Energy Inds NOTE 2.500% 9/1 | $24.4M | 9.00M | 18.1% | ▲New New position | |
| 3 | MGP Ingredients Inc New NOTE 1.875%11/1 | $17.4M | 18.03M | 12.9% | —Held | |
| 4 | Upstart Hldgs Inc NOTE 0.250% 8/1 | $9.1M | 9.21M | 6.7% | ▲+2.8% Added · +250K sh | |
| 5 | Blackstone Mortgage Trust In NOTE 5.500% 3/1 | $8.9M | 8.97M | 6.6% | ▲+25% Added · +1.8M sh | |
| 6 | Starwood Ppty TR Inc NOTE 6.750% 7/1 | $8.1M | 8.00M | 6.0% | ▲New New position | |
| 7 | Redwood Trust Inc NOTE 7.750% 6/1 | $7.0M | 6.99M | 5.2% | ▲+76% Added · +3.0M sh | |
| 8 | Shift4 PMTS Inc NOTE 0.500% 8/0 | $6.8M | 7.26M | 5.1% | ▲New New position | |
| 9 | Marriott Vacations Worldwide NOTE 3.250%12/1 | $5.4M | 5.56M | 4.0% | —Held | |
| 10 | Teladoc Health Inc NOTE 1.250% 6/0 | $4.7M | 4.93M | 3.5% | —Held | |
| 11 | Ziff Davis Inc NOTE 1.750%11/0 | $2.6M | 2.68M | 1.9% | —Held | |
| 12 | Upwork Inc NOTE 0.250% 8/1 | $2.6M | 2.61M | 1.9% | —Held | |
| 13 | Sea Ltd NOTE 0.250% 9/1 | $2.5M | 2.50M | 1.8% | ▲New New position | |
| 14 | Redfin Corp NOTE 0.500% 4/0 | $2.0M | 2.08M | 1.5% | ▲New New position | |
| 15 | Pebblebrook Hotel TR NOTE 1.750%12/1 | $543K | 548.0K | 0.4% | ▲+552% Added · +464K sh | |
| 16 | Apollo Global Mgmt Inc SER A MAND CNV | $442K | 7.3K | 0.3% | ▲New New position | |
| 17 | Affirm Hldgs Inc NOTE 11/1 | $189K | 192.0K | 0.1% | —Held | |
| 18 | Wayfair Inc NOTE 1.000% 8/1 | $33K | 34.0K | 0.0% | —Held | |
| 19 | Green Plains Inc NOTE 2.250% 3/1 | $25K | 25.0K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 19 | $134.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 21 | $102.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 25 | $141.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 24 | $139.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 20 | $129.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 29 | $132.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 28 | $131.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 37 | $148.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.