Edgestream Partners, L.P.
All 13F Filings
- Location
- Princeton, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,367,471
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 936 | 3,367,471 | 13F-HR | Edgestream Partners, L.P. |
| Q1 2026 | 5/18/2026 | 859 | 3,047,544 | 13F-HR | Edgestream Partners, L.P. |
| 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 | 3.049 M | 90.6% | 134.5 K | 0 | 134.5 K |
| ETFs | 313.6 K | 9.3% | 187.7 K | 0 | 187.7 K |
| Debt | 4.381 K | 0.1% | 3.96 K | 0 | 3.96 K |
| Other | 0 | 0.0% | 0 | 6.218 K | -6.218 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
3,367,471
Holdings
936
QoQ value change ($000)
319,927
(10.5%)
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.