Rothschild Investment LLC Sells in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-85
- 25.76%
$17.97 - $22.57 $1.53K - $1.92K
245 $4.42M
NSP
Insperity, Inc.

Industrials
-45
- 81.82%
$45.07 - $62.06 $2.03K - $2.79K
10 $492K
MNDY
Monday.Com Ltd.

Technology
-7
- 58.33%
$171.46 - $309.62 $1.2K - $2.17K
5 $968K
EXPO
Exponent Inc

Industrials
-33
- 34.74%
$68.33 - $77.6 $2.25K - $2.56K
62 $4.31M
Skyward Specialty Ins Group In Com
-40
- 47.06%
N/A
45 $2.14M
Cava Group Inc Com
-32
- 91.43%
N/A
3 $181K
PTEN
Patterson Uti Energy Inc

Energy
-310
- 20.06%
$5.18 - $6.6 $1.61K - $2.05K
1.24K $6.4M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-540
- 90.0%
$4.52 - $6.54 $2.44K - $3.53K
60 $293K
OMC
Omnicom Group Inc.

Communication Services
-93
- 18.24%
$70.41 - $81.53 $6.55K - $7.58K
417 $34M
SABR
Sabre Corp

Consumer Cyclical
-845
- 99.65%
$1.71 - $3.42 $1.44K - $2.89K
3 $5K
COLD
Americold Realty Trust

Real Estate
-140
- 66.67%
$12.14 - $16.98 $1.7K - $2.38K
70 $857K
AGYS
Agilysys Inc

Technology
-20
- 36.36%
$103.28 - $119.39 $2.07K - $2.39K
35 $3.68M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-6
- 22.22%
$406.1 - $488.25 $2.44K - $2.93K
21 $9.19M
FFIN
First Financial Bankshares Inc

Financial Services
-60
- 26.67%
$33.62 - $37.98 $2.02K - $2.28K
165 $5.55M
ALG
Alamo Group Inc

Industrials
-10
- 43.48%
$190.43 - $232.42 $1.9K - $2.32K
13 $2.48M
ITRI
Itron, Inc.

Technology
-15
- 15.79%
$117.47 - $138.42 $1.76K - $2.08K
80 $9.97M
SBTX
Silverback Therapeutics, Inc.

Healthcare
-130
- 78.79%
N/A
35 $352K
GSHD
Goosehead Insurance, Inc.

Financial Services
-15
- 33.33%
$73.5 - $104.57 $1.1K - $1.57K
30 $2.23M
BOX
Box Inc

Technology
-65
- 30.23%
$31.03 - $33.73 $2.02K - $2.19K
150 $4.84M
FIVN
Five9, Inc.

Technology
-90
- 64.29%
$24.05 - $29.16 $2.16K - $2.62K
50 $1.21M
SG
Sweetgreen, Inc.

Consumer Cyclical
-145
- 76.32%
$7.98 - $16.26 $1.16K - $2.36K
45 $359K
PCVX
Vaxcyte, Inc.

Healthcare
-90
- 40.0%
$29.67 - $37.37 $2.67K - $3.36K
135 $4.86M
Famous Daves Amer Inc Com
-6
- 33.33%
N/A
12 $2.39M
Bgc Group Inc Cl A
-196
- 25.96%
N/A
559 $5.29M
KAI
Kadant Inc

Industrials
-7
- 41.18%
$297.58 - $358.61 $2.08K - $2.51K
10 $2.98M
HYD
Vaneck High Yield Muni ETF

ETFs
-48
- 97.96%
$48.85 - $50.94 $2.34K - $2.45K
1 $51K
LAND
Gladstone Land Corp

Real Estate
-235
- 99.16%
$8.65 - $10.8 $2.03K - $2.54K
2 $18K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-219
- 35.04%
N/A
406 $7.41M
CNMD
Conmed Corp

Healthcare
-40
- 42.11%
$45.67 - $55.81 $1.83K - $2.23K
55 $2.59M
CSWI
Csw Industrials, Inc.

Industrials
-7
- 46.67%
$289.31 - $293.0 $2.03K - $2.05K
8 $1.94M
AI
C3.Ai, Inc.

Technology
-50
- 25.0%
$15.46 - $29.16 $773 - $1.46K
150 $2.6M
AKRO
Akero Therapeutics, Inc.

Healthcare
-30
- 20.0%
$42.18 - $54.33 $1.27K - $1.63K
120 $5.7M
RPD
Rapid7, Inc.

Technology
-90
- 64.29%
$17.88 - $25.59 $1.61K - $2.3K
50 $938K
SRRK
Scholar Rock Holding Corp

Healthcare
-70
- 41.18%
$30.12 - $42.86 $2.11K - $3K
100 $3.72M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-11
- 64.71%
$167.98 - $209.73 $1.85K - $2.31K
6 $1.01M
Atlanta Braves Hldgs Inc Com Ser C
-40
- 33.33%
N/A
80 $3.33M
GOOD
Gladstone Commercial Corp

Real Estate
-155
- 83.78%
$12.21 - $14.62 $1.89K - $2.27K
30 $370K
TRN
Trinity Industries Inc

Industrials
-90
- 37.97%
$23.3 - $29.03 $2.1K - $2.61K
147 $4.12M
NGG
National Grid PLC

Utilities
-15
- 2.22%
$67.98 - $74.38 $1.02K - $1.12K
660 $48M
Vestis Corporation Com Shs
-394
- 99.24%
N/A
3 $14K
Waystar Hldg Corp Com
-50
- 41.67%
N/A
70 $2.65M
Ralliant Corp Com
-16
- 4.92%
N/A
309 $13.5M
ESRT
Empire State Realty Trust, Inc.

Real Estate
-265
- 59.55%
$7.15 - $8.32 $1.89K - $2.2K
180 $1.38M
AIZ
Assurant, Inc.

Financial Services
-12
- 60.0%
$184.56 - $218.69 $2.21K - $2.62K
8 $1.73M
NAVI
Navient Corp

Financial Services
-155
- 83.78%
$12.41 - $15.59 $1.92K - $2.42K
30 $395K
HRI
Herc Holdings Inc

Industrials
-13
- 28.26%
$110.5 - $149.88 $1.44K - $1.95K
33 $3.85M
Knife River Corp Common Stock
-23
- 30.67%
N/A
52 $4M
Grail Inc Com
-50
- 45.87%
N/A
59 $3.49M
SPXC
Spx Corp

Industrials
-20
- 23.53%
$168.95 - $204.31 $3.38K - $4.09K
65 $12.1M
Activity Summary
Buys All Purchases 1438 New Holdings 264 Increased Positions 1174 Sells All Sells 1071 Reductions 1071 Sold out 0 Options Calls 1 Puts 0
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