How many institutions own PWP stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own PWP shares is 237, representing 99.44% of the company's common stock.

Who are the major shareholders selling Perella Weinberg Partners stock?

WELLINGTON MANAGEMENT GROUP LLP, in the last quarter, reduced its stake in PWP by -4.19% restricting it's holding to 4.17 million shares of worth nearly $88.91M. CEREDEX VALUE ADVISORS LLC also lessened -2.08% of the PWP shares from its portfolio, reducing its holding to 419.64 thousand shares of worth $8.95M. STATE OF WISCONSIN INVESTMENT BOARD also shunned PWP shares holding by -0.07% last quarter which brought its holding to 550.7 thousand shares worth $11.74M.

Investors who are buying PWP stock?

As per its latest 13F filing, BLACKROCK, INC. increased its stake in PWP by 0.51% in the last quarter. The institutional holder raised its holding to 4.67 million shares having worth more than $99.53M. FMR LLC also added 12.89% more shares of PWP to its portfolio, raising its holding to 9.6 million shares of worth $204.74M. JPMORGAN CHASE & CO also increased its PWP shares holding by 628.24% which brought its holding to 238.02 thousand shares worth $5.07M.

PWP's major insiders: who are they?

The insider with the most stakes in PWP is FinTech Masala Advisors IV, LLC , 10 percent owner at the company. Additionally, PWP stock is highly held by 10 percent owner Cohen Sponsor Interests IV, LLC and 10 percent owner FinTech Investor Holdings IV, LLC among others.

Did an insider recently sell PWP stock?

Company executives, directors, and other insiders own 3.03% percent of Perella Weinberg Partners's stock. Within the last six months, there have been 3 transaction(s) in which PWP insiders have sold stock, totaling 211.88K shares. Insiders that have sold shares include STEEL ROBERT K, BECKER DIETRICH, and WEINBERG PETER A.

Which insider recently purchased PWP stock?

There have been 0 transaction(s) during the past 6-months in which Perella Weinberg Partners insiders have bought stock, totalling 0 shares

How much of PWP does insiders own?

Around 487.51K Perella Weinberg Partners shares are held by insiders, which represents about 3.03% of PWP stock.

Who is the insider with the largest stake?

PWP 10 percent owner, FinTech Masala Advisors IV, LLC holds the largest portfolio of the company's shares. PWP shares owned by FinTech total nearly 5.2 million.

Which institution holds the most shares in PWP?

WELLINGTON MANAGEMENT GROUP LLP is the largest institutional owner in PWP which holds 4.17 million shares worth $88.91M or 6.61% of the total PWP shares outstanding followed by BLACKROCK, INC. with ownership of 4.67 million shares representing 7.4% of the PWP ownership. FMR LLC is the third largest stakeholder with 9.6 million shares or 15.23% of the ownership worth more than $204.74M.

Is Perella Weinberg Partners stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the PWP is concerned, it is a stock which is optionable.

Is there a short position on PWP's shares?

Number of PWP shares short is 5.67M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding PWP shares are there?

As of today, 62.52M shares of PWP are outstanding.

Is there many float in PWP stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, PWP has 58.32M shares in float.

PWP short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for PWP is 5.21.

Perella Weinberg Partners (PWP) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares9.06

Short Percent Of Float10.46

Shares Outstanding62.52M

Shares Float58.32M

Shares Short5.67M

Short Ratio5.21

10.46%

Short % of Float

9.06%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.03% Percentage of Shares held by All Insiders

99.44% Percentage of Shares held by All Institutions

102.54% Percentage of Float held by Institutions

237

Number of Institutions Holding Shares

Institutional Ownership

About 99.44% of PWP shares are held by financial institutions. WELLINGTON MANAGEMENT GROUP LLP is the top corporate investor, holding 4.17M shares valued at $88.91M. A 6.61% stake in Perella Weinberg Partners is owned by the company. BLACKROCK, INC. owns 4.67M shares valued at $99.53M, which translates its holding of 7.4% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.61%	4.17M	88.91M	-182.49K	-4.19%
Sep 30, 2025	BLACKROCK, INC.	7.4%	4.67M	99.53M	23.9K	+0.51%
Sep 30, 2025	FMR LLC	15.23%	9.6M	204.74M	1.1M	+12.89%
Sep 30, 2025	JPMORGAN CHASE & CO	0.38%	238.02K	5.07M	205.33K	+628.24%
Sep 30, 2025	UBS GROUP AG	0.51%	324.65K	6.92M	77.41K	+31.31%
Sep 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.63%	395.79K	8.44M	148.31K	+59.93%
Sep 30, 2025	CEREDEX VALUE ADVISORS LLC	0.67%	419.64K	8.95M	-8.9K	-2.08%
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.87%	550.7K	11.74M	-384	-0.07%
Sep 30, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	1.09%	690.32K	14.73M	107.51K	+18.45%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.47%	924.69K	19.71M	17.91K	+1.98%
Sep 30, 2025	MACQUARIE GROUP LTD	1.66%	1.05M	22.38M	-102.2K	-8.87%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.78%	1.12M	23.95M	204.87K	+22.31%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.03%	21.77K	464.2K	230	+1.07%
Sep 30, 2025	GRANDEUR PEAK GLOBAL ADVISORS, LLC	1.01%	635.32K	13.55M	-9.03K	-1.40%
Sep 30, 2025	AVIVA PLC	0.03%	21.84K	465.52M	21.84K	+100.00%
Sep 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.04%	22.93K	488.91K	203	+0.89%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.04%	25.6K	545.79K	-188K	-88.02%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	36.81K	784.87K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.06%	39.02K	831.95K	-161.24K	-80.51%
Sep 30, 2025	GLOBEFLEX CAPITAL L P	0.06%	40.31K	859.35K	0	0
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.07%	44.49K	948.51K	2.34K	+5.56%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.09%	54.17K	1.15M	-5.71K	-9.54%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.09%	56.99K	1.21M	22.15K	+63.57%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.09%	59.07K	1.26B	1.01K	+1.74%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.1%	64.73K	1.38M	-23.81K	-26.89%
Sep 30, 2025	CITADEL ADVISORS LLC	0.48%	301.27K	6.42M	301.27K	+100.00%
Sep 30, 2025	DEUTSCHE BANK AG\	0.3%	189.06K	4.03M	-60.07K	-24.11%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	71.46K	1.52M	220	+0.31%
Sep 30, 2025	SEI INVESTMENTS CO	0.12%	75.86K	1.62M	4.92K	+6.93%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.13%	79.56K	1.7M	79.56K	+100.00%
Sep 30, 2025	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.13%	84.4K	1.8M	20.67K	+32.44%
Sep 30, 2025	RHUMBLINE ADVISERS	0.14%	87.02K	1.86M	5.43K	+6.66%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.14%	90.25K	1.92M	19.43K	+27.43%
Sep 30, 2025	BARCLAYS PLC	0.15%	94.72K	2.02M	-155.43K	-62.13%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	105.31K	2.25M	81.65K	+345.03%
Sep 30, 2025	INVESCO LTD.	0.18%	112.61K	2.4M	50.73K	+81.98%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	116.8K	2.49M	4K	+3.55%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.74%	467.79K	9.97M	61.71K	+15.20%
Sep 30, 2025	MORGAN STANLEY	0.74%	468.47K	9.99M	-149.98K	-24.25%
Sep 30, 2025	PIER CAPITAL, LLC	0.75%	474.87K	10.12M	80.74K	+20.49%
Sep 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.78%	494.65K	10.55M	127.49K	+34.72%
Sep 30, 2025	LOOMIS SAYLES & CO L P	0.82%	514.75K	10.97M	12.4K	+2.47%
Sep 30, 2025	NORTHERN TRUST CORP	0.82%	516.58K	11.01M	4.07K	+0.79%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.84%	529.58K	11.29M	17.28K	+3.37%
Sep 30, 2025	BOSTON PARTNERS	1.2%	755.61K	16.11M	169.19K	+28.85%
Sep 30, 2025	EMERALD ADVISERS, LLC	1.27%	803.65K	17.13M	235.45K	+41.44%
Sep 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.29%	810.69K	17.28M	-22K	-2.64%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	1.36%	854.97K	18.42M	-341.13K	-28.52%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.33%	208.58K	4.45M	-1.18K	-0.56%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.34%	216.54K	4.62M	-15.05K	-6.50%
Sep 30, 2025	WASATCH ADVISORS LP	2.1%	1.33M	28.27M	4.6K	+0.35%
Sep 30, 2025	VANGUARD GROUP INC	5.52%	3.48M	74.22M	-52.61K	-1.49%
Sep 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	5.66%	3.57M	76.04M	1.3M	+57.24%
Sep 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.31%	195.82K	4.17M	-204.14K	-51.04%
Sep 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.33%	208.03K	4.44M	208.03K	+100.00%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.19%	121.26K	2.59M	-387.88K	-76.18%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.21%	130.3K	2.78M	-69.7K	-34.85%
Sep 30, 2025	ALGERT GLOBAL LLC	0.27%	167.89K	3.58M	-373.37K	-68.98%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.36%	227.9K	4.86M	81.93K	+56.13%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.36%	228.29K	4.87M	-4.37K	-1.88%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.67%	422.14K	9M	266.39K	+171.02%
Sep 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.68%	427.64K	9.12M	-12.28K	-2.79%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.74%	465.66K	9.93M	69.5K	+17.54%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	1.1%	696.12K	14.84M	151.29K	+27.77%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.13%	714.94K	15.24M	714.94K	+100.00%
Sep 30, 2025	ROYCE & ASSOCIATES LP	1.84%	1.16M	24.8M	234.91K	+25.30%
Sep 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	2.05%	1.29M	27.56M	29.3K	+2.32%
Sep 30, 2025	FRANKLIN RESOURCES INC	2.06%	1.3M	27.72M	142.37K	+12.30%
Sep 30, 2025	WALLEYE CAPITAL LLC	2.31%	1.46M	31.04M	83.01K	+6.05%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.39%	1.51M	32.11M	69.69K	+4.85%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.39%	1.51M	32.16M	17.4K	+1.17%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.5%	1.58M	33.65M	3.04K	+0.19%
Sep 30, 2025	STATE STREET CORP	2.79%	1.76M	37.5M	77.5K	+4.61%
Sep 30, 2025	WESTWOOD HOLDINGS GROUP INC	2.81%	1.77M	37.75M	327.97K	+22.73%
Sep 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	2.97%	1.87M	39.92M	-1.26M	-40.30%
Sep 30, 2025	NUVEEN, LLC	3.51%	2.22M	47.23M	2.09M	+1,621.63%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.04%	22.73K	441.4K	-18.59K	-44.99%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.04%	22.73K	441.4K	22.73K	+100.00%
Jun 30, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3.6%	2.27M	44.05M	934.38K	+70.05%
Jun 30, 2025	GRANDEUR PEAK GLOBAL ADVISORS, LLC	1.02%	644.36K	12.51M	51.8K	+8.74%
Jun 30, 2025	LOOMIS SAYLES & CO L P	0.8%	502.35K	9.76M	171.84K	+51.99%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.15%	95.47K	1.85M	-3.73K	-3.76%
Jun 30, 2025	VANGUARD GROUP INC	5.6%	3.53M	68.63M	383.38K	+12.17%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.9%	4.35M	84.53M	1.34M	+44.63%
Jun 30, 2025	FMR LLC	13.49%	8.51M	165.2M	242.44K	+2.93%
Jun 30, 2025	WALLEYE CAPITAL LLC	2.18%	1.37M	26.66M	621.57K	+82.73%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.28%	1.44M	27.9M	221.99K	+18.28%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.34%	213.6K	4.15M	-37.7K	-15.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.37%	232.65K	4.52M	36.36K	+18.53%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.04%	23.54K	457.07K	-15	-0.06%
Jun 30, 2025	UBS GROUP AG	0.39%	247.24K	4.8M	122.04K	+97.47%
Jun 30, 2025	DEUTSCHE BANK AG\	0.4%	249.13K	4.84M	97.54K	+64.34%
Jun 30, 2025	BARCLAYS PLC	0.4%	250.15K	4.86M	7.38K	+3.04%
Jun 30, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.39%	247.48K	4.81M	19.2K	+8.41%
Jun 30, 2025	CEREDEX VALUE ADVISORS LLC	0.68%	428.54K	8.32M	79.26K	+22.69%
Jun 30, 2025	BOSTON PARTNERS	0.93%	586.42K	11.39M	96.3K	+19.65%
Jun 30, 2025	VOLEON CAPITAL MANAGEMENT LP	0.05%	34.4K	668.13K	34.4K	+100.00%
Jun 30, 2025	WASATCH ADVISORS LP	2.1%	1.32M	25.66M	81.87K	+6.60%
Jun 30, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	2%	1.26M	24.53M	468.51K	+58.95%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	1.9%	1.2M	23.23M	-104.32K	-8.02%
Jun 30, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.32%	832.69K	16.17M	-73.9K	-8.15%
Jun 30, 2025	MORGAN STANLEY	0.98%	618.45K	12.01M	82.14K	+15.31%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.87%	551.09K	10.7M	-17.53K	-3.08%
Jun 30, 2025	ALGERT GLOBAL LLC	0.86%	541.26K	10.51M	107.09K	+24.66%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.81%	509.14K	9.89M	210.47K	+70.47%
Jun 30, 2025	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.7%	439.92K	8.54M	246.49K	+127.43%
Jun 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.58%	367.16K	7.13M	160.74K	+77.87%
Jun 30, 2025	PORTOLAN CAPITAL MANAGEMENT, LLC	0.56%	352.89K	6.85M	352.89K	+100.00%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.33%	209.76K	4.07M	1.79K	+0.86%
Jun 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.32%	200K	3.88M	128.76K	+180.75%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.31%	195.9K	3.8M	195.9K	+100.00%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.14%	88.54K	1.72M	88.54K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	71.24K	1.38M	271	+0.38%
Jun 30, 2025	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0.1%	63.73K	1.24M	63.73K	+100.00%
Jun 30, 2025	MANGROVE PARTNERS	0.06%	37.28K	723.96K	37.28K	+100.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.06%	34.9K	677.76K	34.9K	+100.00%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.06%	34.84K	676.57K	2.98K	+9.36%
Jun 30, 2025	AZORA CAPITAL LP	2.13%	1.34M	26.11M	-477.52K	-26.21%
Jun 30, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.63%	399.95K	7.77M	-17.77K	-4.25%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.64%	406.08K	7.89M	21K	+5.45%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.63%	396.16K	7.69M	-453.43K	-53.37%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.81%	512.29K	9.95M	50.62K	+10.96%
Jun 30, 2025	NORTHERN TRUST CORP	0.81%	512.51K	9.95M	30.43K	+6.31%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.86%	544.84K	10.58M	-53.25K	-8.90%
Jun 30, 2025	EMERALD ADVISERS, LLC	0.9%	568.21K	11.03M	164.93K	+40.90%
Jun 30, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.92%	582.81K	11.33M	55.1K	+10.44%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.44%	906.78K	17.61M	-52.3K	-5.45%
Jun 30, 2025	ROYCE & ASSOCIATES LP	1.47%	928.39K	18.03M	-170.76K	-15.54%
Jun 30, 2025	BLACKROCK, INC.	7.36%	4.64M	90.19M	368.15K	+8.61%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	4.97%	3.14M	60.91M	1.33M	+73.46%
Jun 30, 2025	VERSOR INVESTMENTS LP	0.05%	31.1K	603.96K	31.1K	+100.00%
Jun 30, 2025	WESCOTT FINANCIAL ADVISORY GROUP, LLC	0.04%	25.2K	489.32K	99	+0.39%
Jun 30, 2025	MACQUARIE GROUP LTD	1.83%	1.15M	22.37M	30.7K	+2.74%
Jun 30, 2025	FRANKLIN RESOURCES INC	1.84%	1.16M	22.48M	236.64K	+25.69%
Jun 30, 2025	WESTWOOD HOLDINGS GROUP INC	2.29%	1.44M	28.02M	1.44M	+100.00%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.37%	231.59K	4.5M	-35.6K	-13.32%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.38%	239.04K	4.64M	-60.82K	-20.28%
Jun 30, 2025	GLOBEFLEX CAPITAL L P	0.06%	40.31K	782.76K	0	0
Jun 30, 2025		0.07%	42.15K	818.46K	1.52K	+3.73%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.08%	50.09K	972.75M	0	0
Jun 30, 2025	QUEST PARTNERS LLC	0.09%	54.52K	1.06M	54.51K	+2,725,700.00%
Jun 30, 2025	XTX TOPCO LTD	0.09%	57.69K	1.12M	36.01K	+166.07%
Jun 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.09%	58.06K	1.13M	633	+1.10%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	58.59K	1.14B	0	0
Jun 30, 2025	AQUATIC CAPITAL MANAGEMENT LLC	0.18%	111.44K	2.16M	51.59K	+86.19%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.19%	118.17K	2.3M	48.42K	+69.41%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.32%	200.26K	3.89B	174.11K	+665.88%
Jun 30, 2025	PIER CAPITAL, LLC	0.63%	394.13K	7.65M	394.13K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.46%	918.34K	17.83M	38.6K	+4.39%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.05%	33.41K	648.82K	2.67K	+8.67%
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0.05%	33K	641K	176	+0.54%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.05%	31.68K	615.19K	-44.23K	-58.27%
Jun 30, 2025	ARIZONA STATE RETIREMENT SYSTEM	0.03%	17.23K	334.63K	2.05K	+13.48%
Jun 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.03%	18.27K	355K	-22.14K	-54.80%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.03%	21.54K	418.37K	110	+0.51%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.36%	1.49M	28.95M	146.35K	+10.89%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.5%	1.58M	30.59M	698.02K	+79.59%
Jun 30, 2025	STATE STREET CORP	2.67%	1.68M	32.65M	115.88K	+7.40%
Mar 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.33%	203.94K	3.75M	29.44K	+16.87%
Mar 31, 2025	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2.15%	1.33M	24.54M	97.31K	+7.87%
Mar 31, 2025	BLACKROCK, INC.	6.88%	4.28M	78.68M	-33.91K	-0.79%
Mar 31, 2025	FRANKLIN RESOURCES INC	1.48%	921.02K	16.95M	351.12K	+61.61%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.68%	423.07K	7.78M	223.35K	+111.83%
Mar 31, 2025	JACOBS LEVY EQUITY MANAGEMENT, INC	0.67%	417.73K	7.69M	-161.04K	-27.82%
Mar 31, 2025	EMERALD ADVISERS, LLC	0.65%	403.28K	7.42M	403.28K	+100.00%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.38%	238.1K	4.38M	66.9K	+39.08%
Mar 31, 2025	FMR LLC	13.3%	8.26M	152.07M	82.56K	+1.01%
Mar 31, 2025	STATE STREET CORP	2.52%	1.57M	28.8M	196.31K	+14.34%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.95%	1.21M	22.35M	-129.44K	-9.63%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.42%	879.75K	16.19M	104.04K	+13.41%
Mar 31, 2025	LOOMIS SAYLES & CO L P	0.53%	330.5K	6.08M	330.5K	+100.00%
Mar 31, 2025	NORTHERN TRUST CORP	0.78%	482.08K	8.87M	-7.88K	-1.61%
Mar 31, 2025	BOSTON PARTNERS	0.79%	490.12K	9.02M	153.81K	+45.73%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.74%	461.67K	8.49M	3.91K	+0.86%
Mar 31, 2025	ALGERT GLOBAL LLC	0.7%	434.17K	7.99M	57.61K	+15.30%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.62%	385.08K	7.09M	-94.2K	-19.65%
Mar 31, 2025	CEREDEX VALUE ADVISORS LLC	0.56%	349.28K	6.43M	2.65K	+0.77%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.4%	251.3K	4.62M	-1.6K	-0.63%
Mar 31, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	0.4%	247.87K	4.56M	-396.21K	-61.52%
Mar 31, 2025	WASATCH ADVISORS LP	2%	1.24M	22.81M	60.28K	+5.11%
Mar 31, 2025	MACQUARIE GROUP LTD	1.8%	1.12M	20.63B	133.12K	+13.47%
Mar 31, 2025	ROYCE & ASSOCIATES LP	1.77%	1.1M	20.22M	39.1K	+3.69%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.54%	959.07K	17.65M	286.59K	+42.62%
Mar 31, 2025	GW&K INVESTMENT MANAGEMENT, LLC	1.46%	906.59K	16.68M	-30.03K	-3.21%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.48%	299.86K	5.52M	67.51K	+29.06%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.48%	298.67K	5.5M	16.47K	+5.84%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.43%	267.19K	4.92M	-548.58K	-67.25%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.41%	257.23K	4.73M	-23.63K	-8.41%
Mar 31, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	1.28%	794.71K	14.62M	143.78K	+22.09%
Mar 31, 2025	WALLEYE CAPITAL LLC	1.21%	751.3K	13.82M	318.97K	+73.78%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.96%	598.08K	11M	-63.38K	-9.58%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.41%	877.04K	16.14M	57.81K	+7.06%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	1.37%	849.59K	15.63M	680.56K	+402.64%
Mar 31, 2025	GRANDEUR PEAK GLOBAL ADVISORS, LLC	0.95%	592.55K	10.9M	-20.59K	-3.36%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.92%	568.61K	10.46M	358	+0.06%
Mar 31, 2025	MORGAN STANLEY	0.86%	536.31K	9.87M	146.79K	+37.69%
Mar 31, 2025	PENN CAPITAL MANAGEMENT COMPANY, LLC	0.85%	527.71K	9.72M	527.71K	+100.00%
Mar 31, 2025	VANGUARD GROUP INC	5.07%	3.15M	57.97M	-13.22K	-0.42%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	4.84%	3.01M	55.37M	1.69M	+128.59%
Mar 31, 2025	CHANNING CAPITAL MANAGEMENT, LLC	3.45%	2.14M	39.43M	1.46M	+215.22%
Mar 31, 2025	AZORA CAPITAL LP	2.93%	1.82M	33.52M	-670.92K	-26.91%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.16%	1.34M	24.74M	62.33K	+4.86%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	2.09%	1.3M	23.99M	127.68K	+10.89%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	2.91%	1.81M	33.27M	1M	+124.40%
Mar 31, 2025	BARCLAYS PLC	0.39%	242.77K	4.47M	40.25K	+19.88%
Mar 31, 2025	RANGER INVESTMENT MANAGEMENT, L.P.	0.37%	228.28K	4.2M	-1.85K	-0.80%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.33%	207.97K	3.83M	4.52K	+2.22%
Mar 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.33%	206.43K	3.8M	206.43K	+100.00%
Mar 31, 2024	WASATCH ADVISORS LP	3.21%	1.44M	20.38M	765.46K	+113.05%
Mar 31, 2024	SEI INVESTMENTS CO	0.19%	83.74K	1.18M	7.2K	+9.41%
Mar 31, 2024	SWISS NATIONAL BANK	0.2%	90.4K	1.28M	10.7K	+13.43%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.2%	90.72K	1.28M	55.86K	+160.28%
Mar 31, 2024	INTERVAL PARTNERS, LP	0.21%	92.64K	1.31M	92.64K	+100.00%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.21%	95.83K	1.35M	-8.45K	-8.10%
Mar 31, 2024	CASTLEKNIGHT MANAGEMENT LP	0.22%	96.61K	1.37M	-6.59K	-6.39%
Mar 31, 2024	NANTAHALA CAPITAL MANAGEMENT, LLC	0.22%	99.78K	1.41M	-55.93K	-35.92%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	114.67K	1.62M	-2.24K	-1.91%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.27%	120.07K	1.7M	-15.47K	-11.41%
Mar 31, 2024	ALGERT GLOBAL LLC	0.28%	124.49K	1.76M	46.25K	+59.12%
Mar 31, 2024	CITADEL ADVISORS LLC	0.29%	129.05K	1.82M	-64.59K	-33.35%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.63%	283.18K	4M	33.3K	+13.33%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.72%	324.24K	4.58M	324.24K	+100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.76%	341.2K	4.82M	129.1K	+60.87%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.77%	347.5K	4.91M	50.28K	+16.92%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	0.79%	354.33K	5.01M	61.98K	+21.20%
Mar 31, 2024	JPMORGAN CHASE & CO	0.82%	367.07K	5.19M	337.6K	+1,145.68%
Mar 31, 2024	NORTHERN TRUST CORP	0.87%	392.43K	5.55M	-17.07K	-4.17%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.98%	439.13K	6.01M	-293.18K	-40.04%
Mar 31, 2024	DEPRINCE RACE & ZOLLO INC	1.04%	466.96K	6.6M	58.54K	+14.33%
Mar 31, 2024	GRANDEUR PEAK GLOBAL ADVISORS, LLC	1.16%	521.71K	7.37M	15.84K	+3.13%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	1.17%	524.06K	7.4M	-51.25K	-8.91%
Mar 31, 2024	BOSTON PARTNERS	1.19%	534.97K	7.57M	381.09K	+247.66%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.22%	546.91K	7.73M	45.02K	+8.97%
Mar 31, 2024	CEREDEX VALUE ADVISORS LLC	1.29%	577.17K	8.16M	-197.24K	-25.47%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.21%	542.04K	7.66M	-13.86K	-2.49%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	2.48%	1.11M	15.74M	166.17K	+17.53%
Mar 31, 2024	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	2.6%	1.17M	16.46M	323.77K	+38.48%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.86%	1.28M	18.14M	-748.7K	-36.84%
Mar 31, 2024	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.41%	1.53M	21.65M	-1.28M	-45.56%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	4.12%	1.85M	26.15M	1.17M	+170.13%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	4.61%	2.07M	29.24M	-91.71K	-4.24%
Mar 31, 2024	AZORA CAPITAL LP	4.85%	2.18M	30.78M	1.75M	+410.21%
Mar 31, 2024	VANGUARD GROUP INC	5.55%	2.49M	35.21M	155.86K	+6.67%
Mar 31, 2024	BLACKROCK INC.	7.38%	3.31M	46.83M	-28.2K	-0.84%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.42%	186.8K	2.64M	186.8K	+100.00%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.46%	205.53K	2.9M	103.28K	+101.00%
Mar 31, 2024	BARCLAYS PLC	0.51%	227.27K	3.21M	106.06K	+87.49%
Mar 31, 2024	NO STREET GP LP	1.67%	750K	10.6M	750K	+100.00%
Mar 31, 2024	ROYCE & ASSOCIATES LP	1.88%	843.82K	11.92M	55.29K	+7.01%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.11%	948.16K	13.4M	24.1K	+2.61%
Mar 31, 2024	STATE STREET CORP	2.18%	977.72K	13.82M	111.14K	+12.82%
Mar 31, 2024	GW&K INVESTMENT MANAGEMENT, LLC	2.29%	1.03M	14.56M	1.03M	+100.00%
Mar 31, 2024	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	2.54%	1.14M	16.11M	1.14M	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.53%	235.96K	3.33M	87.66K	+59.11%
Mar 31, 2024	MORGAN STANLEY	0.54%	240.5K	3.4M	11.18K	+4.88%
Mar 31, 2024	MONASHEE INVESTMENT MANAGEMENT LLC	0.56%	252.07K	3.56M	252.07K	+100.00%
Mar 31, 2024	ANCORA ADVISORS, LLC	0.63%	280.91K	3.97M	-4.73K	-1.66%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.05%	22.5K	317.95K	3.93K	+21.16%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	22.75K	321.46K	0	0
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.06%	25.7K	363.14K	-100	-0.39%
Mar 31, 2024	XTX TOPCO LTD	0.07%	29.65K	418.88K	29.65K	+100.00%
Mar 31, 2024	RIVERWATER PARTNERS LLC	0.07%	33.17K	468.62K	-496	-1.47%
Mar 31, 2024	UNION SQUARE PARK CAPITAL MANAGEMENT, LLC	0.08%	35.35K	499.47K	0	0
Mar 31, 2024	QUEST PARTNERS LLC	0.08%	35.76K	505.32K	6K	+20.17%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.08%	37.58K	531.05M	-113	-0.30%
Mar 31, 2024	CREDIT SUISSE AG/	0.09%	38.61K	545.53K	0	0
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.1%	43.47K	614.23K	-2.19K	-4.80%
Mar 31, 2024	GLOBEFLEX CAPITAL L P	0.11%	48.2K	681.04K	-2.66K	-5.24%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.11%	48.57K	686.31K	8.32K	+20.66%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.12%	53.88K	761.32K	53.88K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.12%	55.43K	783.16K	55.43K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.12%	55.89K	789.7K	-64	-0.11%
Mar 31, 2024	CLAYTON PARTNERS LLC	0.13%	56.5K	798.39K	56.5K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.14%	61.37K	867.2K	-12.41K	-16.81%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.15%	66.8K	943.87K	17.08K	+34.34%
Mar 31, 2024	UBS GROUP AG	0.15%	67.12K	948.43K	12.49K	+22.87%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.15%	68.29K	965K	31.66K	+86.44%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.16%	72.75K	1.03M	26	+0.04%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	73.4K	1.04M	73.4K	+100.00%
Mar 31, 2024	CALLODINE CAPITAL MANAGEMENT, LP	0.18%	79.47K	1.12M	79.47K	+100.00%
Mar 31, 2024	FMR LLC	16.62%	7.46M	105.41M	1.02M	+15.89%
Dec 31, 2023	STATE STREET CORP	1%	866.59K	10.6M	36.34K	+4.38%
Dec 31, 2023	MORGAN STANLEY	0.26%	229.32K	2.8M	91.4K	+66.27%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	1.09%	948.07K	11.59M	-574.11K	-37.72%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2.35%	2.03M	24.86M	-23.41K	-1.14%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	2.49%	2.16M	26.43M	-133.81K	-5.83%
Dec 31, 2023	VANGUARD GROUP INC	2.7%	2.34M	28.57M	55.95K	+2.45%
Dec 31, 2023	ADAGE CAPITAL PARTNERS GP, L.L.C.	3.25%	2.81M	34.43M	-3.77K	-0.13%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.07%	924.06K	11.3M	56.63K	+6.53%
Dec 31, 2023	BLACKROCK INC.	3.86%	3.34M	40.87M	236.13K	+7.60%
Dec 31, 2023	FMR LLC	7.43%	6.44M	78.73M	657.13K	+11.37%
Dec 31, 2023	ATALAYA CAPITAL MANAGEMENT LP	0.06%	54.8K	569.63K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0.06%	55.95K	684.3K	-227	-0.40%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.08%	72.73K	889.46K	1.76K	+2.48%
Dec 31, 2023	INVESCO LTD.	0.09%	73.78K	902.31K	-5.72K	-7.19%
Dec 31, 2023	SEI INVESTMENTS CO	0.09%	76.53K	935.99K	11.9K	+18.42%
Dec 31, 2023	ALGERT GLOBAL LLC	0.09%	78.24K	957K	-8.31K	-9.60%
Dec 31, 2023	SWISS NATIONAL BANK	0.09%	79.7K	974.73K	-8.1K	-9.23%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.1%	90.79K	1.11M	-9.5K	-9.48%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.11%	97.97K	1.2M	-35.21K	-26.44%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.12%	101.13K	1.24M	18.01K	+21.67%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.12%	102.26K	1.25M	88.94K	+668.05%
Dec 31, 2023	CASTLEKNIGHT MANAGEMENT LP	0.12%	103.2K	1.26M	0	0
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.12%	104.28K	1.28M	104.28K	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.13%	116.91K	1.43M	151	+0.13%
Dec 31, 2023	BARCLAYS PLC	0.14%	121.22K	1.48M	59.81K	+97.38%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.16%	135.54K	1.66M	-36.7K	-21.31%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.17%	148.3K	1.81M	37.09K	+33.34%
Dec 31, 2023	BOSTON PARTNERS	0.18%	153.88K	1.88M	-191.46K	-55.44%
Dec 31, 2023	NANTAHALA CAPITAL MANAGEMENT, LLC	0.18%	155.71K	1.9M	-102.56K	-39.71%
Dec 31, 2023	CITADEL ADVISORS LLC	0.22%	193.64K	2.37M	131.68K	+212.50%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.24%	212.1K	2.59M	32.7K	+18.23%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.29%	249.88K	3.06M	63.58K	+34.12%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.33%	285.64K	3.49M	-1.22K	-0.43%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	0.34%	292.35K	3.58M	-781	-0.27%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.34%	292.8K	3.58M	-127.85K	-30.39%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.34%	297.22K	3.63M	131.69K	+79.56%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.37%	318.24K	3.89M	318.24K	+100.00%
Dec 31, 2023	DEPRINCE RACE & ZOLLO INC	0.47%	408.42K	5M	-294.93K	-41.93%
Dec 31, 2023	NORTHERN TRUST CORP	0.47%	409.5K	5.01M	23.97K	+6.22%
Dec 31, 2023	AZORA CAPITAL LP	0.49%	426.96K	5.22M	152.27K	+55.43%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.58%	501.89K	6.14M	-28.69K	-5.41%
Dec 31, 2023	GRANDEUR PEAK GLOBAL ADVISORS, LLC	0.58%	505.87K	6.19M	95.1K	+23.15%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.64%	555.89K	6.8M	45.66K	+8.95%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.66%	575.31K	7.04M	78.17K	+15.72%
Dec 31, 2023	WASATCH ADVISORS LP	0.78%	677.12K	8.28M	677.12K	+100.00%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.79%	685.14K	8.38M	563.74K	+464.38%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.85%	732.32K	8.79M	732.32K	+100.00%
Dec 31, 2023	CEREDEX VALUE ADVISORS LLC	0.89%	774.41K	9.47M	-30.49K	-3.79%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.91%	788.53K	9.64M	43.11K	+5.78%
Dec 31, 2023	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.97%	841.31K	10.29M	130.68K	+18.39%

Insiders

Among the PWP insiders holding of 3.03% of the stake in company, FINTECH MASALA ADVISORS IV, LLC, 10 percent owner, holds the largest shares of 5.2M. COHEN SPONSOR INTERESTS IV, LLC, 10 percent owner, is the second largest PWP insider with ownership of 2.67M shares. FINTECH INVESTOR HOLDINGS IV, LLC, 10 percent owner, stands third with possession of 2.67M shares of that stake.

Insiders	Designation	Shares Held
FINTECH MASALA ADVISORS IV, LLC	10 percent owner	5.2M
COHEN SPONSOR INTERESTS IV, LLC	10 percent owner	2.67M
FINTECH INVESTOR HOLDINGS IV, LLC	10 percent owner	2.67M
COHEN BETSY Z	director	914.74K
BEDNAR ANDREW	Chief Executive Officer	566.39K
COHEN DANIEL G	director	524.87K
BECKER DIETRICH	President	368.47K
MCENTEE JAMES J III	President and Secretary	204.56K
STEEL ROBERT K	director	98.77K
SHENDELMAN VLADIMIR	General Counsel	67.34K
KOHN LAURA	director	20.46K
ANTONCIC MADELYN	director	20.46K
EZZES BRITTAIN	director	20.46K
ZUBROW JAN ROCK	director	20.46K
WEINBERG PETER A	Chairman	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 11, 2025	STEEL ROBERT K	SALE	22.42	69.85K	1.57M	98.77K
Sep 10, 2025	STEEL ROBERT K	SALE	21.85	51.51K	1.13M	168.62K
Sep 09, 2025	STEEL ROBERT K	SALE	21.76	90.53K	1.97M	220.12K
Aug 08, 2025	BECKER DIETRICH	SALE	22.20	177.55K	3.94M	368.47K
Jun 11, 2025	STEEL ROBERT K	SALE	18.75	28.21K	529.01K	98.77K
Jun 02, 2025	STEEL ROBERT K	SALE	17.30	60.09K	1.04M	126.99K
May 30, 2025	STEEL ROBERT K	SALE	17.45	63K	1.1M	187.08K
May 29, 2025	STEEL ROBERT K	SALE	17.73	73.11K	1.3M	250.08K
May 01, 2025	WEINBERG PETER A	SALE	17.20	137.62K	2.37M	0
Apr 02, 2025	WEINBERG PETER A	SALE	19.16	39.98K	766.06K	137.62K
Apr 01, 2025	WEINBERG PETER A	SALE	18.45	101.02K	1.86M	177.6K
Mar 04, 2025	WEINBERG PETER A	SALE	21.03	59.13K	1.24M	278.62K
Mar 03, 2025	WEINBERG PETER A	SALE	22.57	81.87K	1.85M	337.75K
Feb 04, 2025	WEINBERG PETER A	SALE	25.85	45.88K	1.19M	419.62K
Feb 03, 2025	WEINBERG PETER A	SALE	24.95	95.12K	2.37M	465.51K
Jan 03, 2025	WEINBERG PETER A	SALE	23.12	68.13K	1.58M	560.62K
Jan 02, 2025	WEINBERG PETER A	SALE	23.60	72.87K	1.72M	628.76K
Dec 10, 2024	STEEL ROBERT K	SALE	24.87	32.94K	819.29K	50.48K
Dec 05, 2024	WEINBERG PETER A	SALE	25.71	21.11K	542.69K	701.62K
Dec 04, 2024	WEINBERG PETER A	SALE	25.23	61.61K	1.55M	722.73K
Dec 03, 2024	WEINBERG PETER A	SALE	25.42	58.28K	1.48M	784.34K
Nov 12, 2024	BECKER DIETRICH	SALE	24.48	442.89K	10.84M	379.14K
Nov 12, 2024	BEDNAR ANDREW	SALE	24.48	300.58K	7.36M	566.39K
Dec 14, 2023	SHENDELMAN VLADIMIR	SALE	12.46	7.72K	96.22K	67.34K
Mar 14, 2023	COHEN DANIEL G	SALE	9.08	13.41K	121.75K	524.87K
Mar 10, 2023	COHEN DANIEL G	SALE	9.06	6.67K	60.4K	538.28K
Mar 09, 2023	COHEN DANIEL G	SALE	9.75	784	7.64K	544.95K
Mar 01, 2023	COHEN DANIEL G	SALE	10.01	11.73K	117.37K	545.73K
Feb 28, 2023	COHEN DANIEL G	SALE	10.22	11.43K	116.85K	557.46K
Feb 27, 2023	COHEN DANIEL G	SALE	10.20	5.06K	51.58K	568.89K
Feb 24, 2023	COHEN DANIEL G	SALE	10.15	13.33K	135.33K	573.95K
Feb 23, 2023	COHEN DANIEL G	SALE	10.54	447	4.71K	587.28K
Feb 22, 2023	COHEN DANIEL G	SALE	10.60	8.14K	86.32K	587.73K
Feb 21, 2023	COHEN DANIEL G	SALE	10.73	5.48K	58.84K	595.87K
Feb 17, 2023	COHEN DANIEL G	SALE	10.89	83.33K	907.51K	601.36K
Feb 16, 2023	COHEN DANIEL G	SALE	10.93	23.33K	255.03K	684.69K
Feb 15, 2023	COHEN DANIEL G	SALE	11.12	14.25K	158.4K	708.02K
Dec 14, 2022	COHEN DANIEL G	SALE	9.53	15K	142.93K	722.27K
Dec 13, 2022	COHEN DANIEL G	SALE	9.67	10K	96.72K	737.27K
Nov 10, 2022	COHEN DANIEL G	SALE	8.60	17.37K	149.42K	747.27K
Nov 09, 2022	COHEN DANIEL G	SALE	8.30	7.63K	63.3K	764.64K
Aug 26, 2022	COHEN DANIEL G	SALE	7.76	100	776	772.27K
Aug 24, 2022	COHEN DANIEL G	SALE	7.78	4.81K	37.45K	772.37K
Jun 24, 2021	KOHN LAURA	SALE	0.00	1.29K	-	20.46K
Jun 24, 2021	COHEN SPONSOR INTERESTS IV, LLC	PURCHASE	0.00	130.5K	-	2.67M
Jun 24, 2021	MCENTEE JAMES J III	SALE	0.00	12.93K	-	204.56K
Jun 24, 2021	ZUBROW JAN ROCK	SALE	0.00	1.29K	-	20.46K
Jun 24, 2021	ANTONCIC MADELYN	SALE	0.00	1.29K	-	20.46K
Jun 24, 2021	COHEN BETSY Z	SALE	0.00	122.85K	-	914.74K
Jun 24, 2021	COHEN DANIEL G	SALE	0.00	5.17K	-	81.83K
Jun 24, 2021	FINTECH INVESTOR HOLDINGS IV, LLC	PURCHASE	0.00	130.5K	-	2.67M
Jun 24, 2021	EZZES BRITTAIN	SALE	0.00	1.29K	-	20.46K
Jun 24, 2021	FINTECH MASALA ADVISORS IV, LLC	SALE	0.00	130.5K	-	5.2M
Oct 26, 2020	COHEN DANIEL G	SALE	0.00	17.33K	-	1.19M
Oct 26, 2020	COHEN BETSY Z	SALE	0.00	17.33K	-	1.19M
Oct 05, 2020	COHEN DANIEL G	PURCHASE	0.00	100K	-	100K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES211.88K3

NET SHARES-211.88K3

SHARES HELD487.51K3

% NET SHARES-143.46%0%

Frequently Asked Questions