Clear Street Group Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 26,928,201
- Description
- New York New York based relationship driven wealth allocation platform with an incorporated management platform and a governance centered and selective investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through portfolio oversight consistency and decision traceability.
- Website
- https://www.clearstreet.io/
- Founded
- 2018
- Chairman
- —
- CEO
- Chris Pento
- 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 | 938 | 26,928,201 | 13F-HR | Clear Street Group Inc. |
| Q3 2025 | 11/14/2025 | 850 | 29,335,818 | 13F-HR | Clear Street Group Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.795 M
(28.9% of total reported value)
· QoQ Δ:
-996.1 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.08 M | 99.8% | 0 | 1.317 M | -1.317 M |
| ETFs | 1.094 K | 0.0% | 0 | 103.9 K | -103.9 K |
| Other | 38.77 K | 0.2% | 13.09 K | 0 | 13.09 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
26,928,201
Holdings
938
QoQ value change ($000)
-2,407,617
(-8.2%)
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.