SHAKER INVESTMENTS LLC/OH
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 278,245
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 87 | 278,245 | 13F-HR | SHAKER INVESTMENTS LLC/OH |
| Q1 2026 | 5/5/2026 | 82 | 219,738 | 13F-HR | SHAKER INVESTMENTS LLC/OH |
| Q4 2025 | 1/30/2026 | 83 | 240,362 | 13F-HR | SHAKER INVESTMENTS LLC/OH |
| Q3 2025 | 10/17/2025 | 97 | 249,908 | 13F-HR | SHAKER INVESTMENTS LLC/OH |
| Q2 2025 | 7/31/2025 | 97 | 244,420 | 13F-HR | SHAKER INVESTMENTS LLC/OH |
| Q2 2014 | 8/8/2014 | 58 | 154,095 | 13F-HR/A - RESTATEMENT | SHAKER INVESTMENTS LLC/OH |
| Q2 2014 | 8/7/2014 | 45 | 154,440 | 13F-HR | SHAKER INVESTMENTS LLC/OH |
| Q1 2014 | 4/8/2014 | 52 | 161,573 | 13F-HR | SHAKER INVESTMENTS LLC/OH |
| Q4 2013 | 2/6/2014 | 45 | 154,440 | 13F-HR | SHAKER INVESTMENTS LLC/OH |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 246.8 K | 88.7% | 53.64 K | 0 | 53.64 K |
| ETFs | 31.43 K | 11.3% | 4.866 K | 0 | 4.866 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
278,245
Holdings
87
QoQ value change ($000)
58,507
(26.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.