WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Position in PWP — Perella Weinberg Partners
CIK 1644956
CHICAGO, IL
Position in PWP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$70,073,034
-$3,952,810 QoQ
Shares Held
4,390,541
+7.7% QoQ
Ownership
4.67%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#4
of 163 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC holds $278,170,319 across 7 Capital Markets names. PWP ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
239,490 | $81,771,465 | |
| 2 | PWP |
Perella Weinberg Partners
This page
|
4,390,541 | $70,073,034 | |
| 3 | MRX |
Marex Group Ltd
|
1,009,199 | $61,510,679 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
861,252 | $53,940,212 | |
| 5 | LCLN |
Lincoln International, Inc.
|
408,441 | $9,749,486 | |
| 6 | IREN |
IREN Ltd
|
14,913 | $681,971 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
8,873 | $443,472 |
All Filings in PWP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,073,034 | 4,390,541 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $74,025,844 | 4,076,313 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $68,268,619 | 3,946,163 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $76,038,014 | 3,566,511 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,049,706 | 2,268,265 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $24,543,447 | 1,333,883 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $29,479,828 | 1,236,570 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,290,350 | 1,206,129 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $20,197,758 | 1,242,939 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||