Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
Interactive Brokers Group Inc

IBKR

Interactive Brokers Group Inc

Interactive Brokers Group Inc historical holders

total: 11

Ancient Art (Teton Capital) Interactive Brokers Group Inc transactions over time

Total transactions:
35
New positions:
1
Added:
14
Reduced:
20
Held since:
2013 Q2 or earlier
Held for:
52+ quarters
Latest activity:
2026 Q1
Quincy Lee has been an institutional investor in Interactive Brokers Group Inc (IBKR) since at least 2013 Q2. According to 2026 Q1 report, Quincy Lee holds 1,285,193 shares with a market value of roughly $86.20M representing 18.80% of their equity portfolio. In our earliest available record from 2013 Q2, Ancient Art (Teton Capital) held about 10.79M shares of IBKR. Since at least 2013 Q2, Ancient Art (Teton Capital) has made 34 more transactions in this position.

Does Quincy Lee still hold IBKR?

Yes, Quincy Lee continues to hold Interactive Brokers Group Inc (IBKR). According to their 2026 Q1 report, they maintain a position of 1,285,193 shares valued at approximately $86.20M, representing 18.80% of their equity portfolio.

Estimated cost basis*

Weighted AVG buy price:
$5.88
Weighted AVG sell price:
$18.08

IBKR transactions history by Ancient Art (Teton Capital)

35 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
18.80%
1,285,193
$67.07
$86,197,895
-21.81% (-358,443)
-5.44%
2025 Q1
20.18%
1,643,636
$41.40
$68,042,421
-7.85% (-140,000)
-1.23%
2024 Q4
16.76%
1,783,636
$44.17
$78,778,743
-2.29% (-41,820)
-0.43%
2024 Q3
14.72%
1,825,456
$34.84
$63,598,887
-13.10% (-275,240)
-2.46%
2024 Q2
16.49%
2,100,696
$30.65
$64,386,332
-4.54% (-100,000)
-0.62%
2023 Q3
10.22%
2,200,696
$21.64
$47,623,061
-4.88% (-112,816)
-0.52%
2023 Q1
10.41%
2,313,512
$20.64
$47,750,888
-42.75% (-1,727,884)
-7.55%
2022 Q4
15.47%
4,041,396
$18.09
$73,098,750
-4.72% (-200,000)
-0.67%
2022 Q3
12.64%
4,241,396
$15.98
$67,767,000
+4.95% (+200,000)
+0.6%
2022 Q1
8.66%
4,041,396
$16.48
$66,592,000
-11.06% (-502,604)
-0.93%
2021 Q4
10.17%
$19.85
-34.55% (-2,398,372)
2021 Q2
10.66%
$16.43
-2.93% (-209,520)
2021 Q1
12.67%
$18.26
-5.39% (-407,768)
2020 Q3
12.53%
$12.08
-0.09% (-6,632)
2020 Q1
13.17%
$10.79
+16.82% (+1,089,200)
2019 Q1
15.30%
$12.97
-0.03% (-2,000)
2018 Q4
17.78%
$13.66
+10.24% (+601,828)
2018 Q3
16.09%
$13.83
+4.26% (+239,984)
2018 Q2
17.07%
$16.10
-29.06% (-2,309,172)
2018 Q1
26.70%
$16.81
-17.29% (-1,660,736)
2017 Q4
27.59%
$14.80
-29.57% (-4,034,076)
2017 Q2
21.95%
$9.36
+3.06% (+404,484)
2017 Q1
19.84%
$8.68
+0.24% (+31,772)
2016 Q4
18.53%
$9.13
-0.52% (-68,484)
2016 Q2
20.94%
$8.85
-4.68% (-652,140)
2016 Q1
26.73%
$9.83
+8.19% (+1,053,580)
2015 Q4
25.61%
$10.90
-9.04% (-1,278,856)
2015 Q3
23.68%
$9.87
+0.00% (+592)
2015 Q1
34.08%
$8.50
+3.94% (+536,484)
2014 Q4
25.82%
$7.29
+2.72% (+360,128)
2014 Q3
21.10%
$6.24
+4.22% (+536,932)
2014 Q2
18.88%
$5.82
+0.63% (+80,000)
2014 Q1
17.73%
$5.42
+9.66% (+1,112,764)
2013 Q3
14.01%
$4.69
+6.84% (+737,940)
2013 Q2
11.77%
$3.99
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.