P10, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2025 | 6.25 M | $67.96 M | -4.21% | 5.63% |
| VANGUARD GROUP INC | 11/07/2025 | 6.03 M | $65.65 M | -1.37% | 5.44% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 11/12/2025 | 5.05 M | $54.97 M | -0.85% | 4.55% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 4.87 M | $52.94 M | -1.26% | 4.38% |
| BLACKROCK, INC. | 11/12/2025 | 3.13 M | $34.05 M | 7.66% | 2.82% |
| MACQUARIE GROUP LTD | 11/13/2025 | 2.70 M | $29.35 M | -7.80% | 2.43% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 2.67 M | $29.10 M | -2.25% | 2.41% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 2.54 M | $27.68 M | 66.70% | 2.29% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 1.99 M | $21.65 M | -2.52% | 1.79% |
| STATE STREET CORP | 11/14/2025 | 1.68 M | $18.29 M | 12.61% | 1.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.40 M | $15.20 M | 3.52% | 1.26% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.34 M | $14.62 M | -0.11% | 1.21% |
| MISSION CREEK CAPITAL PARTNERS, INC. | 11/13/2025 | 854.60 K | $9.30 M | 100.00% | 0.77% |
| WASATCH ADVISORS LP | 11/14/2025 | 789.03 K | $8.58 M | 100.00% | 0.71% |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 11/14/2025 | 655.59 K | $7.13 M | -37.58% | 0.59% |
| NORTHERN TRUST CORP | 11/14/2025 | 598.65 K | $6.51 M | 11.88% | 0.54% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 598.54 K | $6.69 M | -1.95% | 0.54% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2025 | 574.65 K | $6.25 M | 82.62% | 0.52% |
| NUVEEN, LLC | 11/12/2025 | 520.68 K | $5.66 M | -5.41% | 0.47% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 520.61 K | $5.66 M | 197.43% | 0.47% |
| SAMJO MANAGEMENT, LLC | 11/13/2025 | 508.30 K | $5.53 M | -2.85% | 0.46% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 383.60 K | $4.17 M | 9.86% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 378.95 K | $4.12 M | -5.23% | 0.34% |
| HODGES CAPITAL MANAGEMENT INC. | 11/07/2025 | 367.60 K | $4.00 M | -10.52% | 0.33% |
| MORGAN STANLEY | 11/14/2025 | 366.70 K | $3.99 M | 137.94% | 0.33% |
| GUARDIAN WEALTH MANAGEMENT, INC. | 11/14/2025 | 355.65 K | $3.87 M | 47.70% | 0.32% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 256.20 K | $2.79 M | -43.51% | 0.23% |
| SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 11/14/2025 | 249.49 K | $2.71 M | -0.57% | 0.22% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 241.91 K | $2.63 M | 40.72% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 234.37 K | $2.55 M | 4.38% | 0.21% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 213.75 K | $2.33 M | -42.99% | 0.19% |
| ROYAL BANK OF CANADA | 11/14/2025 | 209.55 K | $2.28 M | -43.52% | 0.19% |
| INVESCO LTD. | 11/13/2025 | 190.52 K | $2.07 M | 56.34% | 0.17% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 186.74 K | $2.03 M | 12.07% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 177.27 K | $1.93 M | 62.05% | 0.16% |
| UBS GROUP AG | 11/13/2025 | 169.92 K | $1.85 M | -27.84% | 0.15% |
| SEED WEALTH MANAGEMENT, INC. | 10/15/2025 | 166.89 K | $1.82 M | -34.01% | 0.15% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2025 | 155.84 K | $1.70 M | -57.38% | 0.14% |
| TECTONIC ADVISORS LLC | 10/21/2025 | 141.32 K | $1.54 M | -16.08% | 0.13% |
| SWISS NATIONAL BANK | 11/13/2025 | 112.70 K | $1.23 M | 8.37% | 0.10% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 93.70 K | $1.02 M | 100.00% | 0.08% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 84.03 K | $914.28 K | 6.21% | 0.08% |
| RHUMBLINE ADVISERS | 11/06/2025 | 78.63 K | $855.50 K | 1.14% | 0.07% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 74.07 K | $805.87 K | -31.23% | 0.07% |
| COMERICA BANK | 11/14/2025 | 67.53 K | $734.70 K | 27.78% | 0.06% |
| HERITAGE WEALTH ADVISORS | 11/13/2025 | 65.28 K | $710.21 K | 100.00% | 0.06% |
| DANSKE BANK A/S | 11/19/2025 | 61.61 K | $670.26 K | 100.00% | 0.06% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 60.13 K | $654.17 K | 27.28% | 0.05% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 58.12 K | $632.39 K | 208.92% | 0.05% |
| CITIGROUP INC | 11/10/2025 | 55.66 K | $605.58 K | 119.98% | 0.05% |
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P10, Inc. institutional Ownership - FAQ's
During the previous two years, 163 institutional investors and hedge funds held shares of P10, Inc.. The most heavily invested institutionals were:
FMR LLC: 6.25 M
VANGUARD GROUP INC: 6.03 M
River Road Asset Management, LLC: 5.05 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 4.87 M
BlackRock, Inc.: 3.13 M
MACQUARIE GROUP LTD: 2.7 M
46.61% of P10, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 55.51 M shares in the last 24 months. This purchase volume represents approximately $547.33 M in transactions.