Position in PWP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$439,969
-$18,080,852 QoQ
Shares Held
27,567
-97.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 163 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EMERALD ADVISERS, LLC holds $61,870,442 across 7 Capital Markets names. PWP ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
|
531,883 | $34,795,785 | |
| 2 | PIPR |
Piper Sandler Companies
|
350,159 | $25,330,502 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
6,647 | $666,561 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,672 | $470,968 | |
| 5 | PWP |
Perella Weinberg Partners
This page
|
27,567 | $439,969 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
3,920 | $120,383 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
345 | $46,274 |
All Filings in PWP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,969 | 27,567 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $18,520,821 | 1,019,869 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,104,613 | 988,706 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,133,903 | 803,654 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,034,560 | 568,206 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,420,352 | 403,280 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||