For informational purposes only — not investment advice

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IBKR

LONGINSIDER BUY

INTERACTIVE BROKERS GROUP IN

Research: Finviz ↗·Perplexity ↗

Funds
3
Score
2.84
vs SPY
+1.1%
Stock return (since Q-end)
+3.2%
SPY return (since Q-end)
+2.1%
Current price
$89.85
Days to cover (short int.)
2.0d↑+0.8%
as of 2026-07-31

News Summary

Positive

Interactive Brokers delivered strong Q2 2026 results with diluted EPS of $0.69 (35% YoY growth) and record operational metrics including 5.27M DARTs (+53% YoY) and 5.19M client accounts (+34% YoY), driving multiple analyst upgrades to Buy with positive 2026 EPS outlooks. Management execution remains stable with no regulatory actions, leadership changes, or guidance cuts identified in the post-June 30 period.

Funds Buying (3)

FundManagerShares Held∆ SharesPosition Value% of FundQoQStatus
Viking GlobalAndreas Halvorsen4.8M+3.4M$420M1.2%+246%Existing
Point72Steve Cohen867K+867K$75M0.1%NEW
Lone Pine CapitalSteve Mandel578K+578K$50M0.3%NEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.

Portfolio Context

Where IBKR ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.

Lone Pine Capital

position #29 of this fund's book

  1. 26ALPHABET INC$77M
  2. 27KODIAK GAS SVCS INC$63M
  3. 28VISA INC$57M
  4. 29INTERACTIVE BROKERS GROUP IN$50M
  5. 30TAIWAN SEMICONDUCTOR MANUFAC$48M
  6. 31SEA LTD$47M
  7. 32MCKESSON CORP$44M
Viking Global

position #30 of this fund's book

  1. 27CAMDEN PPTY TR$517M
  2. 28REGAL REXNORD CORPORATION$501M
  3. 29BIOMARIN PHARMACEUTICAL INC$436M
  4. 30INTERACTIVE BROKERS GROUP IN$420M
  5. 31DIGITAL RLTY TR INC$415M
  6. 32CARNIVAL CORP LTD$409M
  7. 33GENERAL MTRS CO$386M

Values are quarter-end position sizes. Shown only for funds where IBKR ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.

Insider Activity

NameTitleTypeSharesPriceValueFiledSrc
Conkling Lori ABUY25$87.03$0.00M2026-08-03
Conkling Lori ABUY25$88.03$0.00M2026-07-01

Beneficial Ownership (13D/13G)

FilerFormShares% of ClassFiledSrc
Vanguard Capital ManagementSC 13G32.5M7.3%2026-04-30

SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.