P10 Ownership | Who Owns P10?

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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. Macquarie Small Cap Value A is the top mutual fund, with 1.72% 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	86.48%	14.02%	-0.50%
Industry	Asset Management Stocks	41.88%	9.11%	49.01%

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
Artemis investment management llp	1.66M	1.49%	$20.99M
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

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
Artemis investment management llp	1.66M	0.30%	$20.99M
Hodges capital management	316.00K	0.24%	$3.98M
Mitchell mcleod pugh & williams	18.90K	0.05%	$238.33K

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
Artemis investment management llp	1.66M	0.30%	1.17M
Allspring global investments	581.62K	0.01%	581.62K

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
Allspring global investments	581.62K	0.01%	581.62K	$7.33M
Hodges capital management	316.00K	0.24%	316.00K	$3.98M
Algert global	149.16K	0.04%	149.16K	$1.26M
Ubs asset management americas	79.95K	0.00%	79.95K	$677.96K
Kingswood wealth advisors	23.57K	0.02%	23.57K	$297.27K

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
Asset dedication	-200.00

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
Macquarie Small Cap Value A	1.92M	1.72%	382.30K
MFS New Discovery Value I	1.76M	1.51%	416.73K
FIAM Small Cap Core CIT Cl B	1.70M	1.46%	-55.50K
FIAM Small Cap Core Composite	1.62M	1.45%	897.79K
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	1.19M	1.06%	28.14K
MFS New Discovery I	1.21M	1.04%	700.82K
Strategic Advisers Small-Mid Cap	1.10M	0.98%	-399.07K
iShares Russell 2000 ETF	1.11M	0.96%	-169.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 26, 2024	Abell Alexander I.	See Remarks	Sell	$323.38K
Dec 23, 2024	McCoy David M.	See Remarks	Sell	$706.53K
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

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 41.88%, 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?

Macquarie Small Cap Value A is the top mutual fund holder of P10 shares, with 1.72% of its total shares outstanding invested in 1.92M P10 shares.

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