EdgePoint Investment Group Inc

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EdgePoint Investment Group Inc
CRD #312152
SEC #801-120180
CIK #0001481669
AUM $28.8 B (2025-06-26)
Employees 28 (36% Investors, 0% Brokers)
Phone866-757-7207
Address150 Bloor Street West
Toronto Ontario, Canada
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
30241812602011201620212026
Sector Form 13F Holdings Value ($B)
Dollar Tree Inc 1.1
Norfolk Southern Corp 1.1
Applied Materials Inc /DE 0.9
Ceridian HCM Holding Inc 0.9
Restaurant Brands International Inc 0.9
Mattel Inc /DE/ 0.8
Ritchie Bros Auctioneers Inc 0.7
Tyco Electronics Ltd 0.7
Perkinelmer Inc 0.7
Osisko Gold Royalties Ltd 0.6
View All
Holdings by Sector ($B)
2016128402012201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 12 26.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 2 0.2
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 1 0.4
(m) Corporations or other businesses not listed above 6 2.1
(n) Other 0 0.0
Total 21 28.8
By Discretionary
Discretionary 21 28.8
Non-Discretionary 0 0.0
Total 21 28.8
By Non-United States Persons
Non-United States Persons 28.6
United States Persons 0.2
Total 21 28.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001481669]
SC 13D [0001481669]
SC 13G [0001481669]
Form 13D/13G Filer Form 13D/13G Subject Filed
EdgePoint Investment Group Inc Revvity Inc [2025-08-14]
EdgePoint Investment Group Inc Dollar Tree Inc [2025-08-14]
EdgePoint Investment Group Inc Algonquin Power & Utilities Corp [2025-05-15]
EdgePoint Investment Group Inc ATS Corp /ATS [2025-05-15]
EdgePoint Investment Group Inc Dayforce Inc [2024-11-14]
EdgePoint Investment Group Inc Premium Nickel Resources Ltd [2024-09-27]
EdgePoint Investment Group Inc Solitario Resources Corp [2024-02-14]
EdgePoint Investment Group Inc Tucows Inc /PA/ [2022-07-11]
EdgePoint Investment Group Inc Restaurant Brands International Inc [2022-02-11]
EdgePoint Investment Group Inc Osisko Gold Royalties Ltd [2021-05-05]
View All
Comparable Firms State AUM ($B)
Lightspeed Management Company LLC
CA 31.2
Accel Management Co LLC
CA 31.1
Invesco Asset Management Deutschland GmbH
31.0
Fidelity Management & Research Hong Kong Limited
29.2
40/86 Advisors Inc
IN 29.2
Touchstone Advisors Inc
OH 29.1
Alps Advisors Inc
CO 28.6
Sompo Asset Management Co Ltd
27.9
Twentyfour Asset Management LLP
26.5
Constellation Investments Inc
OH 26.3
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