Vault-13

EURONET WORLDWIDE INC EEFT 0.75 03.15.49

NOTE 0.750% 3/1 · US DOMESTIC · CUSIP 298736AL3

20 institutional holders +0 vs Q2 2025
12,269,50012.3m shares reported held*
$24.4mreported value*
3 new 3 added 3 reduced 2 sold out net bought ≈ $4.3k (-19.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $1.99.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 52Q4 22: 49Q1 23: 48Q2 23: 55Q3 23: 58Q4 23: 62Q1 24: 58Q2 24: 56Q3 24: 59Q4 24: 58Q1 25: 20Q2 25: 20Q3 25: 2020Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202252
Q4 202249
Q1 202348
Q2 202355
Q3 202358
Q4 202362
Q1 202458
Q2 202456
Q3 202459
Q4 202458
Q1 202520
Q2 202520
Q3 202520

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 23: 24 bought or addedQ4 23: 26 cut or sold outQ1 24: 23 bought or addedQ1 24: 30 cut or sold outQ1 24Q2 24: 13 bought or addedQ2 24: 27 cut or sold outQ3 24: 16 bought or addedQ3 24: 18 cut or sold outQ3 24Q4 24: 17 bought or addedQ4 24: 25 cut or sold outQ1 25: 3 bought or addedQ1 25: 44 cut or sold outQ1 25Q2 25: 5 bought or addedQ2 25: 5 cut or sold outQ3 25: 6 bought or addedQ3 25: 5 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232426
Q1 20242330
Q2 20241327
Q3 20241618
Q4 20241725
Q1 2025344
Q2 202555
Q3 202565

Biggest buyers

Jefferies Financial Group Inc. Added +36,000+36.0k
HB Wealth Management, LLC New +19,000+19.0k
AMERIPRISE FINANCIAL INC Added +10,000+10.0k
J.W. COLE ADVISORS, INC. New +10,000+10.0k
ADVENT CAPITAL MANAGEMENT /DE/ New +4,000+4.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +3,000+3.0k

Biggest sellers

VIRTUS ADVISERS, LLC Sold out -36,000-36.0k
HB Wealth Management, LLC Sold out -19,000-19.0k
Steward Partners Investment Advisory, LLC Reduced -15,000-15.0k
RAYMOND JAMES FINANCIAL INC Reduced -4,000-4.0k
Fox Hill Wealth Management Reduced -3,000-3.0k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PIER 88 INVESTMENT PARTNERS LLC 2.56% of their portfolio SAN FRANCISCO, CA 16,080,00016.1m $13.7m $13.7m 2.56% Unchanged
2 INCOME RESEARCH & MANAGEMENT 5.04% of their portfolio Boston, MA 12,112,00012.1m $10.3m $10.3m 5.04% Unchanged
3 Jefferies Financial Group Inc. 0.00% of their portfolio NEW YORK, NY 73,00073.0k $71.6k $71.6k 0.00% Added +36.0k +36,000
4 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 72,00072.0k $61.2k $61.2k 0.00% Added +10.0k +10,000
5 Fox Hill Wealth Management 0.02% of their portfolio DEDHAM, MA 53,00053.0k $47.0k $47.0k 0.02% Reduced -3.0k -3,000
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 46,00046.0k $39.1k $39.1k 0.00% Added +3.0k +3,000
7 Northside Capital Management, LLC 0.00% of their portfolio Hood River, OR 46,00046.0k $40.8k $40.8k 0.00% Unchanged
8 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 46,00046.0k $39.1k $39.1k 0.00% Reduced -15.0k -15,000
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 29,00029.0k $25.7k $25.7k 0.00% Unchanged
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 21,00021.0k $17.9k $17.9k 0.00% Reduced -4.0k -4,000
11 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 19,00019.0k $16.9k $16.9k 0.00% New
12 Stonegate Investment Group, LLC 0.00% of their portfolio BIRMINGHAM, AL 18,00018.0k $15.3k $15.3k 0.00% Unchanged
13 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 14,00014.0k $11.9k $11.9k 0.00% Unchanged
14 Sightline Wealth Advisors, LLC 0.01% of their portfolio GROTON, CT 14,00014.0k $12.4k $12.4k 0.01% Unchanged
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 13,40013.4k $11.4k $11.4k 0.00% Unchanged
16 Roundview Capital LLC 0.00% of their portfolio PRINCETON, NJ 12,50012.5k $11.1k $11.1k 0.00% Unchanged
17 LIBERTY SQUARE WEALTH PARTNERS LLC 0.00% of their portfolio BETHLEHEM, PA 11,00011.0k $9.8k $9.8k 0.00% Unchanged
18 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 10,00010.0k $8.5k $8.5k 0.00% New
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,0006.0k $5.1k $5.1k 0.00% Unchanged
20 ADVENT CAPITAL MANAGEMENT /DE/ 0.00% of their portfolio NEW YORK, NY 4,0004.0k $3.4k $3.4k 0.00% New