Piper Sandler & Co. Top Holdings and 13F Report (2025) About Piper Sandler & Co.Investment ActivityPiper Sandler & Co. has $131.09 million in total holdings as of December 31, 2024.Piper Sandler & Co. owns shares of 28 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 46.66% of the portfolio was purchased this quarter.About 56.24% of the portfolio was sold this quarter.This quarter, Piper Sandler & Co. has purchased 37 new stocks and bought additional shares in 11 stocks.Piper Sandler & Co. sold shares of 0 stocks and completely divested from 14 stocks this quarter.Largest Holdings INSIGHT ENTERPRISES INC $21,120,813NATIONAL VISION HLDGS INC $11,397,400PEGASYSTEMS INC $10,797,920FIVERR INTL LTD $10,473,080I3 VERTICALS LLC $9,359,000 Largest New Holdings this Quarter HEALTH CATALYST INC $8,625,188 HoldingGUIDEWIRE SOFTWARE INC $3,048,528 HoldingNEOGENOMICS INC $1,961,736 HoldingMESA LABS INC $1,462,850 HoldingRenasant $1,752 Holding Largest Purchases this Quarter INSIGHT ENTERPRISES INC 4,860,000 shares (about $10.37M)HEALTH CATALYST INC 8,790,000 shares (about $8.63M)NATIONAL VISION HLDGS INC 8,500,000 shares (about $8.33M)I3 VERTICALS LLC 7,509,000 shares (about $7.36M)FIVE9 INC 6,607,000 shares (about $6.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPiper Sandler & Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINSIGHT ENTERPRISES INC$21,120,813$10,367,352 ▲96.4%9,901,00016.1%NOTE 0.750% 2/1NATIONAL VISION HLDGS INC$11,397,400$8,330,000 ▲271.6%11,630,0008.7%NOTE 2.500% 5/1PEGASYSTEMS INC$10,797,9200.0%10,885,0008.2%NOTE 0.750% 3/0FIVERR INTL LTD$10,473,080$2,559,033 ▲32.3%11,050,0008.0%NOTE 11/0I3 VERTICALS LLC$9,359,000$7,358,820 ▲367.9%9,550,0007.1%NOTE 1.000% 2/1FIVE9 INC$8,935,640$6,408,790 ▲253.6%9,212,0006.8%NOTE 0.500% 6/0HEALTH CATALYST INC$8,625,188$8,625,188 ▲New Holding8,790,0006.6%NOTE 2.500% 4/1RINGCENTRAL INC$6,970,333$3,158,016 ▲82.8%7,063,0005.3%NOTE 3/0RWT HLDGS INC$5,826,150$495,000 ▲9.3%5,885,0004.4%NOTE 5.750%10/0INTEGRA LIFESCIENCES HLDGS C$5,298,717$3,371,911 ▲175.0%5,500,0004.0%NOTE 0.500% 8/1CHEGG INC$4,847,5000.0%5,000,0003.7%NOTE 0.125% 3/1WIX COM LTD$4,822,5000.0%5,000,0003.7%NOTE 8/1GUIDEWIRE SOFTWARE INC$3,048,528$3,048,528 ▲New Holding2,064,0002.3%NOTE 1.250% 3/1WAYFAIR INC$2,962,692$2,876,400 ▲3,333.3%3,090,0002.3%NOTE 0.625%10/0LIVONGO HEALTH INC$2,590,414$992,927 ▲62.2%2,648,0002.0%NOTE 0.875% 6/0PROSPECT CAP CORP$2,572,6200.0%2,544,0002.0%NOTE 6.375% 3/0PACIRA BIOSCIENCES INC$2,086,795$149,195 ▲7.7%2,154,0001.6%NOTE 0.750% 8/0NEOGENOMICS INC$1,961,736$1,961,736 ▲New Holding2,000,0001.5%NOTE 1.250% 5/0ARBOR REALTY TRUST INC$1,741,2500.0%1,750,0001.3%NOTE 7.500% 8/0NUVASIVE INC$1,482,9060.0%1,500,0001.1%NOTE 0.375% 3/1EVENTBRITE INC$1,470,0000.0%1,500,0001.1%NOTE 5.000%12/0MESA LABS INC$1,462,850$1,462,850 ▲New Holding1,500,0001.1%NOTE 1.375% 8/1AFFIRM HLDGS INC$901,8600.0%1,000,0000.7%NOTE 11/1PAGERDUTY INC$192,5340.0%200,0000.1%NOTE 1.250% 7/0ACDCProFrac$63,3530.0%8,1640.0%Oils/EnergySTTKShattuck Labs$47,7550.0%39,4670.0%MedicalRENEWCartesian Growth Co. II$30,2280.0%402,5000.0%Financial ServicesRNSTRenasant$1,752$1,752 ▲New Holding490.0%FinanceBOOKING HOLDINGS INC$0$15,783,975 ▼-100.0%00.0%NOTE 0.750% 5/0PENNYMAC CORP$0$15,693,410 ▼-100.0%00.0%NOTE 5.500%11/0CHART INDS INC$0$12,282,132 ▼-100.0%00.0%NOTE 1.000%11/1LYFT INC$0$11,476,225 ▼-100.0%00.0%NOTE 1.500% 5/1ENVESTNET INC$0$4,920,000 ▼-100.0%00.0%NOTE 0.750% 8/1ENVESTNET INC$0$4,267,000 ▼-100.0%00.0%NOTE 2.625%12/0PARSONS CORP DEL$0$3,569,000 ▼-100.0%00.0%NOTE 0.250% 8/1BILIBILI INC$0$3,461,500 ▼-100.0%00.0%NOTE 0.500%12/0IONIS PHARMACEUTICALS INC$0$983,498 ▼-100.0%00.0%NOTE 0.125%12/1AIR TRANS SVCS GROUP INC$0$803,745 ▼-100.0%00.0%NOTE 1.125%10/1WAYFAIR INC$0$441,000 ▼-100.0%00.0%NOTE 1.125%11/0PALO ALTO NETWORKS INC$0$37,810 ▼-100.0%00.0%NOTE 0.375% 6/0FSEAFirst Seacoast Bancorp$0$853 ▼-100.0%00.0%FinanceBRBSBlue Ridge Bankshares$0$230 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. 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