Exited position

Daniel Loeb’s Lpl Finl Hldgs Inc (LPLA) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2024Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares655.00KHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Third Point LLC first reported Lpl Finl Hldgs Inc in Q3 2024. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Third Point LLC sold the entire position in Q1 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2026
Sold the entire position−510.00K shares · No shares reported at quarter-end
Q4 2025
Sold 14.2% of the position−84.14K shares · 510.00K shares remained
Filing context

Quarter-end price $357.17 · Estimated holding basis $257.00

Q3 2025
Sold 4.9% of the position−30.86K shares · 594.14K shares remained
Filing context

Quarter-end price $332.69 · Estimated holding basis $257.00

Q1 2025
Sold 4.6% of the position−30.00K shares · 625.00K shares remained
Filing context

Quarter-end price $327.14 · Estimated holding basis $257.00

Q4 2024
Bought 35.1% more+170.00K shares · 655.00K shares reported after the change
Filing context

Quarter-end price $326.51 · Estimated holding basis $257.00

Q3 2024
New position+485.00K shares · 485.00K shares reported
Filing context

Quarter-end price $232.63 · Estimated holding basis $232.63

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Lpl Finl Hldgs Inc in Third Point LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight2.5%Q4 2025
Last reported rank#18of 44 reported positions
Peak portfolio weight3.2%Q1 2025
Best historical rank#12Q1 2025
At peak importanceQ1 2025
LPLA
3.2%
Largest holding
13.8%
Cross-investor discovery

Who else owns Lpl Finl Hldgs Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
LPLA0.0% of reported portfolio
Explore Lpl Finl Hldgs Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$329.942026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.