P10, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVER ROAD ASSET MANAGEMENT, LLC | 10/30/2024 | 7.80 M | $83.53 M | 0.39% | 7.00% |
| CAZ INVESTMENTS LP | 11/13/2024 | 7.37 M | $73.98 M | 73.42% | 6.62% |
| VANGUARD GROUP INC | 11/13/2024 | 4.40 M | $47.16 M | 0.78% | 3.95% |
| FMR LLC | 11/13/2024 | 3.10 M | $33.20 M | 19.85% | 2.78% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.38 M | $25.51 M | 100.00% | 2.14% |
| MACQUARIE GROUP LTD | 11/14/2024 | 2.29 M | $24.52 M | 100.00% | 2.06% |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 11/14/2024 | 1.27 M | $13.59 M | -8.52% | 1.14% |
| STATE STREET CORP | 11/14/2024 | 1.21 M | $12.93 M | -7.06% | 1.08% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 952,030 | $10.20 M | -1.00% | 0.85% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 720,808 | $7.80 M | 100.00% | 0.65% |
| PHASE 2 PARTNERS, LLC | 11/14/2024 | 704,728 | $7.55 M | 8.55% | 0.63% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 644,286 | $6.90 M | 37.24% | 0.58% |
| CITADEL ADVISORS LLC | 11/14/2024 | 499,414 | $5.35 M | 141.55% | 0.45% |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 10/08/2024 | 499,142 | $5.35 M | 100.00% | 0.45% |
| SAMJO MANAGEMENT, LLC | 11/12/2024 | 420,610 | $4.50 M | 0.01% | 0.38% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 415,874 | $4.45 M | -0.68% | 0.37% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 338,400 | $3.62 M | 24.23% | 0.30% |
| OLD WELL PARTNERS, LLC | 11/14/2024 | 285,315 | $3.06 B | -12.30% | 0.26% |
| MORGAN STANLEY | 11/14/2024 | 268,151 | $2.87 M | 92.86% | 0.24% |
| ALGERT GLOBAL LLC | 11/12/2024 | 254,119 | $2.72 M | 70.37% | 0.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 203,121 | $2.18 M | 32.75% | 0.18% |
| MARSHALL WACE, LLP | 11/14/2024 | 183,706 | $1.97 M | 100.00% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 169,778 | $1.82 M | -45.85% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 169,367 | $1.81 M | 482.24% | 0.15% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 157,677 | $1.69 M | -18.47% | 0.14% |
| INVESCO LTD. | 11/12/2024 | 139,097 | $1.49 M | 30.27% | 0.12% |
| GUARDIAN WEALTH MANAGEMENT, INC. | 11/15/2024 | 135,647 | $1.45 M | 0.16% | 0.12% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2024 | 127,233 | $1.36 M | 244.54% | 0.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 126,860 | $1.36 M | -0.51% | 0.11% |
| UBS GROUP AG | 11/14/2024 | 126,781 | $1.36 M | 9.79% | 0.11% |
| HRT FINANCIAL LP | 11/12/2024 | 119,823 | $1.28 M | 100.00% | 0.11% |
| VIDENT ADVISORY, LLC | 11/14/2024 | 114,503 | $1.23 M | 42.96% | 0.10% |
| SWISS NATIONAL BANK | 11/07/2024 | 85,400 | $914,634 | -5.84% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 78,376 | $839,407 | -16.33% | 0.07% |
| QUEST PARTNERS LLC | 11/07/2024 | 71,182 | $762,359 | 100.00% | 0.06% |
| BARCLAYS PLC | 11/19/2024 | 67,786 | $726,000 | 326.54% | 0.06% |
| WATERS PARKERSON & CO., LLC | 11/13/2024 | 65,192 | $698,000 | 0.00% | 0.06% |
| JANE STREET GROUP, LLC | 11/15/2024 | 62,716 | $671,688 | 39.08% | 0.06% |
| RHUMBLINE ADVISERS | 11/12/2024 | 57,455 | $615,332 | 1.25% | 0.05% |
| XTX TOPCO LTD | 11/14/2024 | 53,766 | $575,834 | 60.64% | 0.05% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 51,676 | $553,450 | -0.27% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 48,688 | $521,448 | 16.06% | 0.04% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 43,200 | $462,672 | -11.20% | 0.04% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 42,300 | $453,033 | 100.00% | 0.04% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 41,079 | $439,956 | -7.12% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2024 | 40,500 | $433,755 | 181.25% | 0.04% |
| SEI INVESTMENTS CO | 11/12/2024 | 30,978 | $331,774 | 100.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 30,304 | $324,556 | 1.17% | 0.03% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/29/2024 | 30,101 | $329,602 | -5.73% | 0.03% |
| ENTRYPOINT CAPITAL, LLC | 11/13/2024 | 26,594 | $284,822 | 100.00% | 0.02% |
P10, Inc.institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of P10, Inc.. The most heavily invested institutionals were:
River Road Asset Management, LLC: 7.8 M
CAZ INVESTMENTS LP: 7.37 M
VANGUARD GROUP INC: 4.4 M
FMR LLC: 3.1 M
BlackRock Funding, Inc. /DE: 2.38 M
MACQUARIE GROUP LTD: 2.29 M
35.48% of P10, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 41.26 M shares in the last 24 months. This purchase volume represents approximately $519.90 M in transactions.