Position in PWP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,853,824
-$14,492,712 QoQ
Shares Held
366,781
-67.3% QoQ
Ownership
0.390%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#41
of 163 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WASATCH ADVISORS LP holds $684,312,052 across 6 Capital Markets names. PWP ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PJT |
PJT Partners Inc.
|
1,478,222 | $223,122,828 | |
| 2 | MC |
Moelis & Co
|
3,246,593 | $212,392,114 | |
| 3 | SNEX |
StoneX Group Inc.
|
1,768,737 | $139,730,223 | |
| 4 | MRX |
Marex Group Ltd
|
1,683,061 | $102,582,567 | |
| 5 | PWP |
Perella Weinberg Partners
This page
|
366,781 | $5,853,824 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
10,067 | $630,496 |
All Filings in PWP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,853,824 | 366,781 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $20,346,536 | 1,120,404 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $20,111,924 | 1,162,539 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $28,273,816 | 1,326,164 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,664,869 | 1,321,569 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,810,498 | 1,239,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,117,444 | 1,179,423 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $28,645,013 | 1,483,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,270,990 | 1,308,984 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,383,598 | 1,442,576 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $8,281,116 | 677,115 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||