Edgestream Partners, L.P.

All 13F Filings

Location
Princeton, NJ
Most recent 13F
Q4 2025
Holdings value ($000)
3,553,597
Description
Website
Founded
Chairman
CEO
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
Q4 2025 2/13/2026 925 3,553,597 13F-HR Edgestream Partners, L.P.
Q3 2025 11/12/2025 842 3,421,208 13F-HR Edgestream Partners, L.P.
Q2 2025 8/13/2025 827 3,595,997 13F-HR Edgestream Partners, L.P.
Q1 2025 5/2/2025 813 2,946,919 13F-HR Edgestream Partners, L.P.
Q4 2024 2/7/2025 829 2,347,564 13F-HR Edgestream Partners, L.P.
Q3 2024 11/14/2024 813 2,274,002 13F-HR Edgestream Partners, L.P.
Q2 2024 8/9/2024 815 2,077,454 13F-HR Edgestream Partners, L.P.
Q1 2024 5/10/2024 783 2,006,108 13F-HR Edgestream Partners, L.P.
Q4 2023 2/14/2024 800 1,389,426 13F-HR Edgestream Partners, L.P.
Q3 2023 11/15/2023 796 1,255,326 13F-HR Edgestream Partners, L.P.
Q2 2023 8/10/2023 703 1,104,893 13F-HR Edgestream Partners, L.P.
Q1 2023 5/15/2023 534 905,627 13F-HR Edgestream Partners, L.P.
Q4 2022 2/13/2023 489 889,372 13F-HR Edgestream Partners, L.P.
Q3 2022 11/14/2022 435 1,293,328 13F-HR Edgestream Partners, L.P.
Q2 2022 8/12/2022 494 1,268,490 13F-HR Edgestream Partners, L.P.
Q1 2022 5/13/2022 523 1,255,994 13F-HR Edgestream Partners, L.P.
Q4 2021 2/15/2022 468 1,604,461 13F-HR Edgestream Partners, L.P.
Q3 2021 11/15/2021 476 1,617,893 13F-HR Edgestream Partners, L.P.
Q2 2021 8/10/2021 433 1,695,789 13F-HR Edgestream Partners, L.P.
Q1 2021 5/6/2021 369 1,790,335 13F-HR Edgestream Partners, L.P.
Q4 2020 2/11/2021 351 1,990,325 13F-HR Edgestream Partners, L.P.
Q3 2020 11/10/2020 281 1,547,942 13F-HR Edgestream Partners, L.P.
Q2 2020 8/11/2020 294 1,902,242 13F-HR Edgestream Partners, L.P.
Q1 2020 5/14/2020 296 1,081,786 13F-HR Edgestream Partners, L.P.
Q4 2019 2/13/2020 309 1,925,618 13F-HR Edgestream Partners, L.P.
Q1 2014 5/15/2014 34 93,984 13F-HR Edgestream Partners, L.P.
Q4 2013 2/14/2014 32 46,323 13F-HR Edgestream Partners, L.P.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.398 M 95.6% 103 K 0 103 K
ETFs 147.5 K 4.2% 40.51 K 0 40.51 K
Debt 3.776 K 0.1% 0 2.371 K -2.371 K
Other 3.86 K 0.1% 0 8.733 K -8.733 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
3,553,597
Holdings
925
QoQ value change ($000)
132,389 (3.9%)
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.