PHOENIX ED PARTNERS INC (PXED)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
94
Reporting holders
$963.3M
Reported value
81.4%
Of shares outstanding
0.0%
Held as options
+14
Holder change
Institutions report 29,325,041 shares against 36,047,376 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Apollo Management Holdings, L.P. | $818.0M | 24,901,320 | 9.15% | 3q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $24.4M | 743,112 | 0.00% | 3q | +48.3%+$7.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $21.7M | 659,360 | 0.01% | 3q | -2.7%-$590.4K |
| First Eagle Investment Management, LLC | $13.6M | 415,510 | 0.02% | 3q | +50.7%+$4.6M |
| BlackRock, Inc. | $12.6M | 384,179 | 0.00% | 3q | +15.7%+$1.7M |
| FIL Ltd | $8.2M | 250,000 | 0.01% | 3q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.4M | 224,932 | 0.00% | 2q | +385.5%+$5.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $3.9M | 119,736 | 0.00% | 3q | +8.0%+$291.7K |
| STATE STREET CORP | $3.8M | 115,975 | 0.00% | 3q | +18.3%+$588.7K |
| AMERICAN CENTURY COMPANIES INC | $3.1M | 94,623 | 0.00% | 2q | +135.0%+$1.8M |
| SEGALL BRYANT & HAMILL, LLC | $2.8M | 83,821 | 0.03% | 2q | +207.5%+$1.9M |
| MORGAN STANLEY | $2.4M | 73,233 | 0.00% | 3q | +86.2%+$1.1M |
| HEARTLAND ADVISORS INC | $2.4M | 73,005 | 0.11% | new | NEW |
| Curated Wealth Partners LLC | $2.1M | 65,005 | 0.13% | 3q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $2.0M | 60,380 | 0.00% | 3q | +192.2%+$1.3M |
| Alyeska Investment Group, L.P. | $1.9M | 57,696 | 0.00% | 3q | -76.3%-$6.1M |
| Trexquant Investment LP | $1.7M | 51,273 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.6M | 49,956 | 0.00% | 3q | -25.8%-$570.4K |
| Walleye Capital LLC | $1.6M | 47,493 | 0.01% | 3q | +193.9%+$1.0M |
| TWO SIGMA INVESTMENTS, LP | $1.5M | 46,296 | 0.00% | 2q | +67.6%+$613.7K |
| JPMORGAN CHASE & CO | $1.4M | 42,684 | 0.00% | 3q | +2021.5%+$1.3M |
| NORTHERN TRUST CORP | $1.3M | 39,216 | 0.00% | 3q | +12.7%+$145.1K |
| XTX Topco Ltd | $1.2M | 37,252 | 0.02% | 3q | +131.9%+$696.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 36,859 | 0.00% | 2q | +26.1%+$250.9K |
| CITADEL ADVISORS LLC | $1.2M | 36,677 | 0.00% | 3q | -75.1%-$3.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2M | 35,856 | 0.00% | 3q | +5.9%+$65.3K |
| Sixth Street Partners Management Company, L.P. | $1.2M | 35,856 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 33,164 | 0.00% | 2q | +30.4%+$253.7K |
| BANK OF AMERICA CORP /DE/ | $1.1M | 33,020 | 0.00% | new | NEW |
| PDT Partners, LLC | $955.9K | 29,100 | 0.05% | new | NEW |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $867.7K | 26,413 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $866.5K | 26,379 | 0.00% | 2q | +64.8%+$340.8K |
| VICTORY CAPITAL MANAGEMENT INC | $831.4K | 25,309 | 0.00% | 3q | -89.2%-$6.9M |
| Pacific Ridge Capital Partners, LLC | $823.5K | 25,067 | 0.15% | new | NEW |
| UBS Group AG | $777.9K | 23,680 | 0.00% | 3q | -9.0%-$77.4K |
| Jump Financial, LLC | $739.3K | 22,504 | 0.01% | new | NEW |
| READYSTATE ASSET MANAGEMENT LP | $698.1K | 21,252 | 0.02% | 3q | -2.8%-$19.8K |
| CWC Advisors, LLC. | $629.1K | 19,150 | 0.28% | new | NEW |
| Nuveen, LLC | $622.6K | 18,954 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $596.5K | 18,159 | 0.00% | 2q | -60.7%-$920.1K |
| EQUITABLE TRUST CO | $511.7K | 15,576 | 0.02% | new | NEW |
| Man Group plc | $486.1K | 14,798 | 0.00% | 2q | +17.2%+$71.3K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $446.2K | 13,584 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $433.1K | 13,183 | 0.00% | 3q | +21.8%+$77.5K |
| Point72 Asset Management, L.P. | $363.8K | 11,075 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $363.4K | 11,063 | 0.00% | 3q | +0.9%+$3.1K |
| Harbor Advisors LLC | $328.5K | 10,000 | 0.04% | 3q | HELD |
| State of Tennessee, Department of Treasury | $301.2K | 9,168 | 0.00% | 3q | -46.9%-$265.9K |
| HSBC HOLDINGS PLC | $281.3K | 8,458 | 0.00% | 2q | -10.4%-$32.6K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $281.1K | 8,557 | 0.00% | new | NEW |
| BARCLAYS PLC | $278.5K | 8,477 | 0.00% | 3q | -19.8%-$68.6K |
| R Squared Ltd | $273.1K | 8,315 | 0.14% | 2q | -12.8%-$40.2K |
| Aquatic Capital Management LLC | $258.3K | 7,862 | 0.01% | new | NEW |
| Brevan Howard Capital Management LP | $225.8K | 6,873 | 0.00% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $223.7K | 6,810 | 0.00% | 2q | +1.6%+$3.6K |
| RENAISSANCE TECHNOLOGIES LLC | $216.8K | 6,600 | 0.00% | new | NEW |
| Quadrature Capital Ltd | $212.7K | 6,475 | 0.00% | 2q | -16.5%-$42.1K |
| Invesco Ltd. | $211.0K | 6,423 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $197.1K | 6,001 | 0.00% | 3q | +58.9%+$73.1K |
| MEEDER ASSET MANAGEMENT INC | $190.9K | 5,811 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $159.4K | 4,851 | 0.00% | 3q | +33.3%+$39.8K |
| MetLife Investment Management, LLC | $113.1K | 3,444 | 0.00% | new | NEW |
| CITIGROUP INC | $82.2K | 2,501 | 0.00% | 3q | +896.4%+$73.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $80.8K | 2,460 | 0.00% | 3q | +5.0%+$3.8K |
| State of Wyoming | $78.1K | 2,376 | 0.01% | 2q | -50.5%-$79.5K |
| STRS OHIO | $65.7K | 2,000 | 0.00% | 3q | +122.2%+$36.1K |
| Legal & General Group Plc | $64.3K | 1,956 | 0.00% | 3q | +340.5%+$49.7K |
| New Vernon Capital Holdings II LLC | $60.7K | 1,849 | 0.03% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $55.8K | 1,700 | 0.00% | 2q | HELD |
| Vanguard Global Advisers, LLC | $54.0K | 1,644 | 0.00% | 2q | HELD |
| Russell Investments Group, Ltd. | $53.4K | 1,625 | 0.00% | 3q | +314.5%+$40.5K |
| Van Berkom & Associates Inc. | $44.0K | 1,340,935 | 1.42% | 3q | -51.1%-$46.0K |
| Police & Firemen's Retirement System of New Jersey | $43.8K | 1,332 | 0.00% | 3q | HELD |
| FMR LLC | $42.4K | 1,292 | 0.00% | 3q | -98.6%-$3.0M |
| Tower Research Capital LLC (TRC) | $38.8K | 1,182 | 0.00% | 3q | -21.3%-$10.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $37.3K | 1,135 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $32.9K | 1,000 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $31.0K | 945 | 0.00% | 2q | -78.5%-$113.2K |
| ROYAL BANK OF CANADA | $30.0K | 914 | 0.00% | 3q | +265.6%+$21.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $26.5K | 800 | 0.00% | new | NEW |
| Arax Advisory Partners | $21.8K | 665 | 0.00% | 2q | +3225.0%+$21.2K |
| Ameritas Investment Partners, Inc. | $13.2K | 402 | 0.00% | 3q | HELD |
| Allworth Financial LP | $3.4K | 103 | 0.00% | 2q | +151.2%+$2.0K |
| Integrated Wealth Concepts LLC | $2.3K | 70 | 0.00% | new | NEW |
| Quarry LP | $2.0K | 60 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.7K | 51 | 0.00% | 2q | +183.3%+$1.1K |
| Essential Partners LLC | $1.2K | 36 | 0.00% | 2q | -47.1%-$1.1K |
| HRT FINANCIAL LP | $1.1K | 32,720 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $1.0K | 31 | 0.00% | 2q | +93.8% |
| Sterling Capital Management LLC | $788 | 24 | 0.00% | 3q | -65.7%-$1.5K |
| SBI Securities Co., Ltd. | $493 | 15 | 0.00% | new | NEW |
| IFP Advisors, Inc | $131 | 4 | 0.00% | 2q | -42.9% |
| Clearstead Advisors, LLC | $99 | 3 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $66 | 2 | 0.00% | 2q | +100.0% |
| True Wealth Design, LLC | $66 | 2 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $66 | 2 | 0.00% | new | NEW |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $15 | 452 | 0.00% | new | NEW |
| Covestor Ltd | $1 | 38 | 0.00% | 2q | +137.5% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-10 | 13G/A | Apollo Principal Holdings A GP, Ltd.with 5 co-filers | 69.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 94 | $963.3M | 29,325,041 | 29 | 36 | 20 | 0.0% |
| Q1 2026 | 80 | $913.7M | 29,044,116 | 27 | 23 | 14 | 0.0% |
| Q4 2025 | 62 | $883.7M | 29,164,159 | 62 | 0 | 0 | 0.0% |