P10 Ownership | Who Owns P10?

Overview Forecast RevenueFinancials Chart Transcripts

P10 Ownership Summary

P10 is owned by 35.48% institutional investors, 18.74% insiders, and 45.79% retail investors. River road asset management is the largest institutional shareholder, holding 6.75% of PX shares. AMG River Road Small Cap Value N is the top mutual fund, with 1.83% of its assets in P10 shares.

PX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	P10	35.48%	18.74%	45.79%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
River road asset management	7.77M	6.75%	$65.88M
Vanguard group	4.37M	3.80%	$37.06M
Caz investments lp	4.25M	3.69%	$36.05M
Fmr	2.59M	2.25%	$21.93M
Blackrock	2.23M	1.94%	$18.90M
Grandeur peak global advisors	1.39M	1.20%	$11.76M
State street	1.30M	1.13%	$11.02M
Geode capital management	961.64K	0.84%	$8.16M
Phase 2 partners	649.23K	0.56%	$5.51M
Nuveen asset management	469.47K	0.41%	$3.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Caz investments lp	4.25M	12.62%	$36.05M
Phase 2 partners	649.23K	3.31%	$5.51M
Old well partners	325.31K	3.01%	$2.76M
Samjo management	420.55K	1.33%	$3.57M
River road asset management	7.77M	0.95%	$65.88M
Grandeur peak global advisors	1.39M	0.94%	$11.76M
Guardian wealth management	135.44K	0.88%	$1.15M
Mitchell mcleod pugh & williams	23.80K	0.05%	$201.82K
Algert global	149.16K	0.04%	$1.26M
Fj capital management	36.93K	0.03%	$313.15K

Top Buyers

Holder	Shares	% Assets	Change
River road asset management	7.77M	0.95%	2.60M
Caz investments lp	4.25M	12.62%	1.79M
Fmr	2.59M	0.00%	1.41M
Nuveen asset management	469.47K	0.00%	350.83K
Millennium management	313.51K	0.00%	282.50K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	-	-	-3.67M
Federated hermes	-	-	-985.71K
Arrowmark colorado	-	-	-808.49K
Cercano management	-	-	-742.41K
Grandeur peak global advisors	1.39M	0.94%	-565.19K

New Positions

Holder	Shares	% Assets	Change	Value
Algert global	149.16K	0.04%	149.16K	$1.26M
Ubs asset management americas	79.95K	0.00%	79.95K	$677.96K
Mitchell mcleod pugh & williams	23.80K	0.05%	23.80K	$201.82K
Mirae asset global etfs	22.78K	0.00%	22.78K	$193.16K
Corebridge financial	22.39K	0.00%	22.39K	$189.90K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-8.00
Huntington national bank	-30.00
Covestor	-70.00
Eversource wealth advisors	-90.00
Point72 asia (singapore) pte.	-1.09K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	105	19.32%	39,514,845	21.33%	35	4.22%	67	15.52%	23	15.00%
Jun 30, 2024	87	-9.38%	32,568,221	1.28%	28	3.69%	57	32.56%	20	-33.33%
Mar 31, 2024	96	1.05%	32,155,339	-1.06%	27	3.54%	43	-18.87%	30	15.38%
Dec 31, 2023	95	7.95%	32,498,579	2.52%	27	3.75%	53	12.77%	26	30.00%
Sep 30, 2023	88	10.00%	31,699,561	1.98%	27	3.79%	47	-21.67%	20	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
AMG River Road Small Cap Value N	2.04M	1.83%	-
FIAM Small Cap Core CIT Cl B	1.68M	1.51%	21.80K
Delaware Small Cap Value A	1.54M	1.38%	161.80K
Vanguard Total Stock Mkt Idx Inv	1.47M	1.32%	-
Vanguard Small Cap Index	1.15M	1.04%	2.25K
Strategic Advisers Small-Mid Cap	1.10M	0.98%	-399.07K
Federated Hermes Kaufmann Small Cap A	985.71K	0.88%	-1.61M
Federated Hermes Kaufmann Small Cap Grow	985.71K	0.88%	-1.61M
iShares Russell 2000 ETF	956.22K	0.86%	-2.16K
Strategic Advisers U.S. Total Stock{mg}	760.61K	0.68%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	210 Capital, LLC	See Remarks	Sell	$662.86K
Dec 13, 2024	210 Capital, LLC	See Remarks	Sell	$662.80K
Dec 12, 2024	210 Capital, LLC	See Remarks	Sell	$1.35M
Dec 09, 2024	210 Capital, LLC	See Remarks	Sell	$3.65M
Dec 11, 2024	210 Capital, LLC	See Remarks	Sell	$2.10M

Insider Transactions Trends

Date	Buy	Sell
2028 Q1	-	-
2027 Q1	-	-
2026 Q4	-	-
2024 Q3	-	8
2024 Q2	2	1

PX Ownership FAQ

Who Owns P10?

P10 shareholders are primarily institutional investors at 35.48%, followed by 18.74% insiders and 45.78% retail investors. The average institutional ownership in P10's industry, Asset Management Stocks, is 41.71%, which P10 falls below.

Who owns the most shares of P10?

P10’s largest shareholders are River road asset management (7.77M shares, 6.75%), Vanguard group (4.37M shares, 3.80%), and Caz investments lp (4.25M shares, 3.69%). Together, they hold 14.24% of P10’s total shares outstanding.

Does Blackrock own P10?

Yes, BlackRock owns 1.94% of P10, totaling 2.23M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 18.9M$. In the last quarter, BlackRock decreased its holdings by -93.617K shares, a -4.03% change.

Who is P10’s biggest shareholder by percentage of total assets invested?

Caz investments lp is P10’s biggest shareholder by percentage of total assets invested, with 12.62% of its assets in 4.25M P10 shares, valued at 36.04M$.

Who is the top mutual fund holder of P10 shares?

AMG River Road Small Cap Value N is the top mutual fund holder of P10 shares, with 1.83% of its total shares outstanding invested in 2.04M P10 shares.

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