EPIQ PARTNERS, LLC

All 13F Filings

Location
Minneapolis, MN
Most recent 13F
Q3 2026
Holdings value ($000)
232,152
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
Q3 2026 10/7/2026 99 232,152 13F-HR EPIQ PARTNERS, LLC
Q2 2026 7/7/2026 98 235,801 13F-HR EPIQ PARTNERS, LLC
Q1 2026 4/9/2026 83 214,049 13F-HR EPIQ PARTNERS, LLC
Q4 2025 1/7/2026 75 214,468 13F-HR EPIQ PARTNERS, LLC
Q3 2025 11/12/2025 74 211,587 13F-HR EPIQ PARTNERS, LLC
Q2 2025 7/9/2025 72 196,244 13F-HR EPIQ PARTNERS, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 13 (0.0% of total reported value) · QoQ Δ: -5
Type Value ($000) Share % Inflow Outflow Net
Stocks 113.9 K 49.1% 0 7.334 K -7.334 K
ETFs 116.9 K 50.3% 3.428 K 0 3.428 K
Debt 1.385 K 0.6% 259 0 259
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Fund Snapshot

Q3 2026
Latest filed
10/7/2026
Total value ($000)
232,152
Holdings
99
QoQ value change ($000)
-3,649 (-1.5%)
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.