Piper Sandler Companies· PIPR

🇺🇸 US · MidSP600NYSE

Financial ServicesInvestment - Banking & Investment ServicesWebsite

Price: $76.18
Day: +0.05%
Mkt Cap: $5.14B
52W Range: $68.70 – $95.07
Volume: 430.4K
Beta: 1.43

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Piper Sandler Companies

PIPR|Financial Services|Investment - Banking & Investment Services

Current price: $76

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$7.1M

Net share flow-90.0K

Purchases0 ($0)

Sales6 ($7.1M)

Top Notable Transactions

Insider

Type

Value

Date

Doyle Jonathan J

Sale

$3.1M

May 5

Schoneman Debbra L.

Sale

$2.8M

Feb 13

Doyle Jonathan J

Sale

$2.0M

May 4

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership89.1%

13F share flow+71.9%

Investors holding401

+447 adding-91 reducing

386

New 61Inc 386Red 7Closed 84

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$798.3M

+100.0%

STATE STREET CORP

$213.3M

+100.0%

INVESCO LTD.

$199.7M

+100.0%

GEODE CAPITAL MANAGEMENT, LLC

$124.9M

+100.0%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting135

Total shares held14.6M

Share flow+24.1%

82 buying7 selling

Buying 82Unchanged 85Selling 7

Top Fund Holders

Fund

Weight

Change

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

780.2K

0.30%

+780.2K

NEUBERGER BERMAN EQUITY FUNDS

129.5K

0.78%

+129.5K

JPMORGAN TRUST II

123.1K

0.01%

VALIC Co I

91.9K

0.04%

+91.9K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore PIPR on stockoscope.com→

Generated August 6, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

PIPR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-100

Institutional Flow

50% weight

+100

Fund Flow

10% weight

+100

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 5, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for PIPR

Net insider share flow by quarter (C-suite & director purchases minus sales)

Very Bearish

Heavy insider selling in Q2 2026

6 sales totaling $7.1M (90.0K shares)

Share volume is 7x the historical average, extreme level

Buying seen in 1 of 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, PIPR

Top 8 highest-value recent insider trades

Doyle Jonathan J

Director

Sell

38,600 shares at $80.66

May 5, 2026$3.11M

Schoneman Debbra L.

President

Sell

9,384 shares at $300.10

Feb 13, 2025$2.82M

Doyle Jonathan J

Director

Sell

25,404 shares at $77.54

May 4, 2026$1.97M

Schoneman Debbra L.

President

Sell

5,159 shares at $351.01

Feb 11, 2026$1.81M

Doyle Jonathan J

Director

Sell

9,113 shares at $183.57

Feb 5, 2024$1.67M

Doyle Jonathan J

Director

Sell

19,296 shares at $76.78

May 4, 2026$1.48M

Abraham Chad R

CEO

Sell

8,161 shares at $179.96

Feb 7, 2024$1.47M

Doyle Jonathan J

Director

Sell

7,877 shares at $184.42

Feb 5, 2024$1.45M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for PIPR

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q1 2026

89.1% institutional ownership

Strong accumulation: 447 institutions adding vs 91 reducing positions

13F shares increased by 74.7%, a significant shift

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+101 growing-310 shrinkingNet: -209

283

New (26)

Increased (75)

Reduced (27)

Closed (283)

Top Institutional Holders, PIPR

Largest 8 institutional positions by ownership percentage as of Q2 2026

STEPHENS INVESTMENT MANAGEMENT GROUP LLC

1.1M

$83.1M

Ownership

1.69%

+2.6%

FISHER ASSET MANAGEMENT, LLC

1.1M

$76.8M

Ownership

1.56%

-1.5%

BOSTON TRUST WALDEN CORP

437.0K

$31.6M

Ownership

0.64%

+163.9%

ENVESTNET ASSET MANAGEMENT INC

356.8K

$25.8M

Ownership

0.53%

+0.1%

EMERALD ADVISERS, LLC

350.2K

$25.3M

Ownership

0.52%

-2.9%

PRINCIPAL FINANCIAL GROUP INC

330.6K

$23.9M

Ownership

0.49%

-0.0%

EMERALD MUTUAL FUND ADVISERS TRUST

225.2K

$16.3M

Ownership

0.33%

No change

NEW YORK STATE COMMON RETIREMENT FUND

119.6K

$8.7M

Ownership

0.18%

+2.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 174 ETFs and mutual funds reporting

82 buying7 sellingNet: +75

Buying (82)

Unchanged (85)

Selling (7)

Very Bullish

Funds accumulating in Q2 2026

174 ETFs and mutual funds reporting

82 funds buying vs 7 selling

Top Fund Holders, PIPR

Largest 8 ETF and mutual fund positions by shares held as of latest filing

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

780.2K

Weight

0.30%

Increased

NEUBERGER BERMAN EQUITY FUNDS

129.5K

Weight

0.78%

Increased

JPMORGAN TRUST II

123.1K

Weight

0.01%

No change

VALIC Co I

91.9K

Weight

0.04%

Increased

Invesco Exchange-Traded Fund Trust II

86.6K

Weight

0.03%

Increased

John Hancock Funds II

64.6K

Weight

0.00%

Increased

WisdomTree Trust

31.3K

Weight

0.00%

No change

iSHARES TRUST

30.3K

Weight

0.00%

Decreased

Piper Sandler Companies· PIPR

Holdings Analysis

Insider Trading Activity

1.3Transaction History140Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings89Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History140Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings89Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights