Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$934,617
-$147,101 QoQ
Shares Held
58,560
-1.7% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#70
of 163 holders
Holding Since
Jun 2021
18 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, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $87,869,156 across 8 Capital Markets names. PWP ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
478,500 | $33,384,945 | |
| 2 | PIPR |
Piper Sandler Companies
|
345,329 | $24,981,099 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
547,785 | $14,998,353 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
28,941 | $8,152,100 | |
| 5 | BGC |
BGC Group, Inc.
|
245,274 | $2,621,979 | |
| 6 | PJT |
PJT Partners Inc.
|
16,541 | $2,496,698 | |
| 7 | PWP |
Perella Weinberg Partners
This page
|
58,560 | $934,617 | |
| 8 | GS |
Goldman Sachs Group Inc
|
296 | $299,365 |
All Filings in PWP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,617 | 58,560 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,081,718 | 59,566 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $997,275 | 57,646 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,214,941 | 56,986 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $676,573 | 34,839 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $586,168 | 31,857 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $504,692 | 21,170 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $375,830 | 19,463 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $274,332 | 16,882 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $230,460 | 16,310 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $192,353 | 15,728 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $157,321 | 15,454 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $125,708 | 15,091 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $980,745 | 168,224 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,482,542 | 368,523 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,651,011 | 361,665 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,328,492 | 251,207 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,520,019 | 195,958 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||