SEC 13F Intelligence

Susquehanna Fundamental Investments, LLC / AXP

Susquehanna Fundamental Investments, LLC’s American Express Co Position

Does Susquehanna Fundamental Investments, LLC own American Express Co (AXP)? Yes — 33.3K shares worth $10M (+0.38% of its 13F portfolio) as of Q1 2026.

Position Value
$10M
Q1 2026
Shares
33.3K
% of Portfolio
+0.38%
Quarters Held
18
currently held

Position History AXP

Reported value by quarter
Q2 ’20: $10MQ2 ’20Q3 ’20: $12MQ4 ’20: $14MQ1 ’21: $25MQ1 ’21Q2 ’21: $29MQ3 ’21: $27MQ4 ’21: $17MQ4 ’21Q1 ’22: $8MQ3 ’22: $4MQ4 ’22: $33MQ4 ’22Q1 ’23: $32MQ2 ’23: $26MQ3 ’23: $21MQ3 ’23Q1 ’25: $9MQ2 ’25: $11MQ3 ’25: $11MQ3 ’25Q4 ’25: $12MQ1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202633.3K$10M+0.38%
Q4 202533.3K$12M+0.42%
Q3 202533.3K$11M+0.43%
Q2 202533.3K$11M+0.29%
Q1 202533.3K$9M+0.13%
Q3 2023138.5K$21M+1.34%
Q2 2023151.5K$26M+0.96%
Q1 2023194.5K$32M+0.75%
Q4 2022220.3K$33M+0.56%
Q3 202227.3K$4M+0.06%
Q1 202242.9K$8M+0.16%
Q4 2021104.7K$17M+0.45%
Q3 2021160.3K$27M+0.49%
Q2 2021174.6K$29M+0.53%
Q1 2021177.3K$25M+0.43%
Q4 2020114.5K$14M+0.25%
Q3 2020116.5K$12M+0.35%
Q2 2020103.1K$10M+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Susquehanna Fundamental Investments, LLC’s full portfolio or all institutional holders of AXP.