Piper Sandler & Co. Top Holdings and 13F Report (2025) About Piper Sandler & Co.Investment ActivityPiper Sandler & Co. has $129.64 million in total holdings as of June 30, 2025.Piper Sandler & Co. owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 56.64% of the portfolio was purchased this quarter.About 59.90% of the portfolio was sold this quarter.This quarter, Piper Sandler & Co. has purchased 29 new stocks and bought additional shares in 8 stocks.Piper Sandler & Co. sold shares of 0 stocks and completely divested from 14 stocks this quarter.Largest Holdings NRG ENERGY INC $18,567,000INTEGRA LIFESCIENCES HLDGS C $18,188,056SOLAREDGE TECHNOLOGIES INC $13,630,313RWT HLDGS INC $12,563,513FIVERR INTL LTD $12,552,000 Largest New Holdings this Quarter 629377CG5 - NRG ENERGY INC $18,567,000 Holding83417MAD6 - SOLAREDGE TECHNOLOGIES INC $13,630,313 Holding29355AAH0 - ENPHASE ENERGY INC $3,987,030 Holding31188VAB6 - FASTLY INC $2,880,750 Holding653656AB4 - NICE LTD $39,400 Holding Largest Purchases this Quarter NRG ENERGY INC 5,000,000 shares (about $18.57M)SOLAREDGE TECHNOLOGIES INC 14,070,000 shares (about $13.63M)INTEGRA LIFESCIENCES HLDGS C 10,275,000 shares (about $10.16M)ARBOR REALTY TRUST INC 7,419,000 shares (about $7.41M)ENPHASE ENERGY INC 4,164,000 shares (about $3.99M) 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 PortfolioSectorNRG ENERGY INC$18,567,000$18,567,000 ▲New Holding5,000,00014.3%DBCV 2.750% 6/0INTEGRA LIFESCIENCES HLDGS C$18,188,056$10,159,406 ▲126.5%18,395,00014.0%NOTE 0.500% 8/1SOLAREDGE TECHNOLOGIES INC$13,630,313$13,630,313 ▲New Holding14,070,00010.5%NOTE 9/1RWT HLDGS INC$12,563,5130.0%12,595,0009.7%NOTE 5.750%10/0FIVERR INTL LTD$12,552,000$1,716,094 ▲15.8%12,800,0009.7%NOTE 11/0ARBOR REALTY TRUST INC$10,156,289$7,409,726 ▲269.8%10,169,0007.8%NOTE 7.500% 8/0WAYFAIR INC$8,971,830$3,948,000 ▲78.6%9,090,0006.9%NOTE 0.625%10/0TWO HARBORS INVENTMENT CORPO$7,159,799$2,203,549 ▲44.5%7,223,0005.5%NOTE 6.250% 1/1WIX COM LTD$6,619,9750.0%6,670,0005.1%NOTE 8/1PACIRA BIOSCIENCES INC$5,130,807$2,986,500 ▲139.3%5,154,0004.0%NOTE 0.750% 8/0PENNYMAC CORP$4,090,445$3,918,310 ▲2,276.3%4,111,0003.2%NOTE 5.500% 3/1ENPHASE ENERGY INC$3,987,030$3,987,030 ▲New Holding4,164,0003.1%NOTE 3/0MESA LABS INC$3,473,750$1,985,000 ▲133.3%3,500,0002.7%NOTE 1.375% 8/1FASTLY INC$2,880,750$2,880,750 ▲New Holding3,000,0002.2%NOTE 3/1EVENTBRITE INC$1,492,5000.0%1,500,0001.2%NOTE 5.000%12/0ACDCProFrac$63,3530.0%8,1640.0%EnergyNICE LTD$39,400$39,400 ▲New Holding40,0000.0%NOTE 9/1WAYFAIR INC$32,1810.0%34,0000.0%NOTE 1.000% 8/1STTKShattuck Labs$31,2500.0%39,4670.0%MedicalOMNICELL COM$11,7970.0%12,0000.0%NOTE 0.250% 9/1BOOKING HOLDINGS INC$0$24,991,394 ▼-100.0%00.0%NOTE 0.750% 5/0HUBSPOT INC$0$17,455,013 ▼-100.0%00.0%NOTE 0.375% 6/0NATIONAL VISION HLDGS INC$0$12,864,100 ▼-100.0%00.0%NOTE 2.500% 5/1HEALTH CATALYST INC$0$8,684,520 ▼-100.0%00.0%NOTE 2.500% 4/1FIVE9 INC$0$5,603,472 ▼-100.0%00.0%NOTE 0.500% 6/0NEOGENOMICS INC$0$2,662,200 ▼-100.0%00.0%NOTE 1.250% 5/0LIVONGO HEALTH INC$0$2,619,624 ▼-100.0%00.0%NOTE 0.875% 6/0AFFIRM HLDGS INC$0$900,000 ▼-100.0%00.0%NOTE 11/1PALO ALTO NETWORKS INC$0$773,688 ▼-100.0%00.0%NOTE 0.375% 6/0NB BANCORP INC$0$715,800 ▼-100.0%00.0%COMPAGERDUTY INC$0$195,700 ▼-100.0%00.0%NOTE 1.250% 7/0EZCORP INC$0$161,271 ▼-100.0%00.0%NOTE 2.375% 5/0RENEWCartesian Growth Co. II$0$22,460 ▼-100.0%00.0%Financial ServicesSOISolaris Oilfield Infrastructure$0$10,989 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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