PXED · Phoenix Education Partners, Inc. · Shareholders & Ownership

$23.82 +0.14 (+0.59%)

Russell 2000 member Rebalance outlook locked

Market Cap

$853.60M

36.05M

Volume · Oct 20 77.98K Avg daily vol (3M) 97.67K

Every disclosed holder of PXED in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns PXED

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	98	30,699,161	85.16%	Yes
Insiders (Forms 3, 4, 5)	18	40,360,084	111.96%	Yes
13D/G-only blocks	1	24,901,319	69.08%	Yes
Remaining	—	59,913,188	-166.21%	Negative
Registered funds (N-PORT, not summed)	102	1,814,891	5.03%	No

Shares outstanding: 36,047,376, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PXED

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Apollo Management Holdings, L.P. 13F CIK 1449434 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	24,901,320	69.08%	+1	Jun 30, 2026	carried, not yet filed for the newest quarter
2	AP VIII Socrates Holdings, L.P. Insider CIK 2085186 · Oct 15, 2025 10% Owner, issuer-wide	24,901,319	69.08%	-532,048	Oct 15, 2025	10% Owner, issuer-wide
3	Apollo Principal Holdings A GP, Ltd 13G CIK 1566491 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor	24,901,319	69.08%	0	Jun 30, 2026	Rule 13d-1(d), exempt investor
4	Nesbitt Martin H. Insider CIK 1478041 · Oct 15, 2025 Director, issuer-wide	4,935,463	13.69%	-105,452	Oct 15, 2025	Director, issuer-wide
5	Nisar Adnan A. Insider CIK 2085170 · Oct 15, 2025 Director, 10% Owner, issuer-wide	4,935,463	13.69%	-105,452	Oct 15, 2025	Director, 10% Owner, issuer-wide
6	TVG-I-E-AEG Holdings, LP 13G CIK 2085244 · Holding company · Dec 31, 2025 Rule 13d-1(b), qualified institution, not summed	4,935,463	13.69%	—	Dec 31, 2025	Rule 13d-1(b), qualified institution, not summed
6.1	TVG-I-E-AEG Holdings, LP Insider CIK 2085244 · Oct 15, 2025 10% Owner, issuer-wide	4,935,463	13.69%	-105,452	Oct 15, 2025	10% Owner, issuer-wide
7	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,340,935	3.72%	-29,446	Jun 30, 2026	carried, not yet filed for the newest quarter
8	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	743,112	2.06%	+241,997	Jun 30, 2026	carried, not yet filed for the newest quarter
9	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	659,360	1.83%	-17,972	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	315,940	0.88%	-32,073	May 31, 2026	MFS SERIES TRUST XIII, not summed
9.2	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	101,181	0.28%	-5,209	May 31, 2026	MFS SERIES TRUST I, not summed
9.3	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	56,035	0.16%	+4,333	May 31, 2026	MFS SERIES TRUST X, not summed
9.4	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	14,120	0.04%	+650	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
9.5	MFS Active Mid Cap ETF Fund S000094824 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	8,519	0.02%	+256	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
10	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	415,510	1.15%	+139,700	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	382,970	1.06%	+83,388	Jul 31, 2026	First Eagle Funds, not summed
11	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	384,179	1.07%	+52,067	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	141,844	0.39%	+29,050	Jun 30, 2026	iShares Trust, not summed
11.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	47,392	0.13%	+16,181	Jun 30, 2026	iShares Trust, not summed
11.3	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	8,380	0.02%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
11.4	iShares Morningstar Small-Cap Value ETF Fund S000004435 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,568	0.00%	—	Jul 31, 2026	iShares Trust, not summed
11.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	963	0.00%	0	Jul 31, 2026	BlackRock Funds, not summed
12	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	250,000	0.69%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	224,932	0.62%	+178,602	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Lynne Christopher Mark Insider CIK 2085223 · Oct 8, 2026 Director, Chief Executive Officer, issuer-wide	185,588	0.51%	-20,801	Oct 8, 2026	Director, Chief Executive Officer, issuer-wide
15	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	173,400	0.48%	+158,703	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	143,925	0.40%	-478	Jun 30, 2026	Bridge Builder Trust, not summed
17	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,736	0.33%	+8,877	Jun 30, 2026	carried, not yet filed for the newest quarter
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	115,975	0.32%	+17,922	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	1,800	0.01%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	143	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
19	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	94,623	0.26%	+54,364	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Westblom Blair Wilde Insider CIK 2085226 · Oct 8, 2026 CFO & Treasurer, issuer-wide	84,420	0.23%	-5,333	Oct 8, 2026	CFO & Treasurer, issuer-wide
21	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	83,821	0.23%	+56,560	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Krishnaiah Raghu Ram Insider CIK 2085221 · Oct 8, 2026 Chief Operating Officer, issuer-wide	82,082	0.23%	-9,059	Oct 8, 2026	Chief Operating Officer, issuer-wide
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	73,233	0.20%	+33,911	Jun 30, 2026	carried, not yet filed for the newest quarter
24	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	73,005	0.20%	+73,005	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Medi Srini Insider CIK 2085224 · Oct 8, 2026 Chief Legal Officer & Sec., issuer-wide	67,814	0.19%	-5,920	Oct 8, 2026	Chief Legal Officer & Sec., issuer-wide
26	Curated Wealth Partners LLC 13F CIK 1781284 · Unknown · Sep 30, 2026	65,004	0.18%	-1	Sep 30, 2026
27	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	63,484	0.18%	+39,969	May 31, 2026	American Century ETF Trust, not summed
28	Woods John Terrence Insider CIK 2085188 · Oct 12, 2026 Chief Academic Off. & Provost, issuer-wide	62,682	0.17%	-5,634	Oct 12, 2026	Chief Academic Off. & Provost, issuer-wide
29	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	60,380	0.17%	+39,713	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Naumann Cheryl M. Insider CIK 2085225 · Oct 8, 2026 Chief Human Resources Officer, issuer-wide	58,003	0.16%	-3,200	Oct 8, 2026	Chief Human Resources Officer, issuer-wide
31	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	57,696	0.16%	-185,859	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Cohen Peter Jonathan Insider CIK 2085219 · Feb 20, 2026 Director, issuer-wide	54,004	0.15%	+4,394	Feb 20, 2026	Director, issuer-wide
33	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,273	0.14%	+51,273	Jun 30, 2026	carried, not yet filed for the newest quarter
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	49,956	0.14%	-17,364	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,938	0.01%	+3,921	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
35	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	47,960	0.13%	+1,630	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	47,493	0.13%	+31,331	Jun 30, 2026	carried, not yet filed for the newest quarter
37	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,296	0.13%	+18,681	Jun 30, 2026	carried, not yet filed for the newest quarter
38	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	42,684	0.12%	+40,672	Jun 30, 2026	carried, not yet filed for the newest quarter
39	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	39,216	0.11%	+4,417	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,695	0.01%	-44	Jun 30, 2026	Northern Funds, not summed
40	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	37,252	0.10%	+21,191	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,859	0.10%	+7,637	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,677	0.10%	-110,490	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,856	0.10%	+1,987	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	20,332	0.06%	-218	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	13,033	0.04%	+2,249	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
43.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,500	0.01%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	33,164	0.09%	+7,723	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	33,020	0.09%	+33,020	Jun 30, 2026	carried, not yet filed for the newest quarter
46	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	32,720	0.09%	+32,720	Jun 30, 2026	carried, not yet filed for the newest quarter
47	PDT Partners, LLC 13F CIK 1564702 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,100	0.08%	+29,100	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Honaker Jeffrey Charles Insider CIK 2085185 · Oct 8, 2026 Chief Accounting Officer, issuer-wide	27,678	0.08%	-2,454	Oct 8, 2026	Chief Accounting Officer, issuer-wide
49	SummerHaven Investment Management, LLC 13F CIK 1846436 · Unknown · Sep 30, 2026	27,186	0.08%	+27,186	Sep 30, 2026
50	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,413	0.07%	+26,413	Jun 30, 2026	carried, not yet filed for the newest quarter

5 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 178 holders

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Key facts CIK 1600222 CUSIP 718968100 13F (30d) 10 filings 10 filers Visit website Investor relations