Perella Weinberg Partners
Total Trades
18
Buys
0
Sells
18
Largest Trade
$1M+
Insiders
5
Institutional Funds
130
Inst. Value
$1M+
Activist Filings
23
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| STEEL ROBERT K | Director | SELL | $1M+ | 212K | $22.00 | Sep 11, 2025 |
| STEEL ROBERT K | Director | SELL | $500K+ | 28K | $18.75 | Jun 14, 2025 |
| STEEL ROBERT K | Director | SELL | $1M+ | 196K | $17.51 | Jun 2, 2025 |
| Weinberg Peter A | Chairman | SELL | $1M+ | 138K | $17.20 | May 5, 2025 |
| Weinberg Peter A | Chairman | SELL | $1M+ | 141K | $18.65 | Apr 3, 2025 |
| Weinberg Peter A | Chairman | SELL | $1M+ | 141K | $23.37 | Jan 6, 2025 |
| Becker Dietrich | President | SELL | $1M+ | 443K | $24.48 | Nov 14, 2024 |
| Bednar Andrew | CEO | SELL | $1M+ | 301K | $24.48 | Nov 14, 2024 |
| COHEN DANIEL G | Director | SELL | $100K–$500K | 27K | $9.08 | Mar 16, 2023 |
| COHEN DANIEL G | Director | SELL | $100K–$500K | 15K | $9.13 | Mar 13, 2023 |
| COHEN DANIEL G | Director | SELL | $100K–$500K | 23K | $10.01 | Mar 3, 2023 |
| COHEN DANIEL G | Director | SELL | $500K+ | 60K | $10.19 | Mar 1, 2023 |
| COHEN DANIEL G | Director | SELL | $100K–$500K | 28K | $10.65 | Feb 24, 2023 |
| COHEN DANIEL G | Director | SELL | $1M+ | 242K | $10.92 | Feb 17, 2023 |
| COHEN DANIEL G | Director | SELL | $100K–$500K | 50K | $9.59 | Dec 16, 2022 |
| COHEN DANIEL G | Director | SELL | $100K–$500K | 50K | $8.51 | Nov 14, 2022 |
| COHEN DANIEL G | Director | SELL | $1K–$15K | 200 | $7.76 | Aug 31, 2022 |
| COHEN DANIEL G | Director | SELL | $100K–$500K | 18K | $7.77 | Aug 26, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 130 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.9M | $1M+ | SH |
| WESTWOOD HOLDINGS GROUP INC | 2.0M | $1M+ | SH |
| STATE STREET CORP | 1.8M | $1M+ | SH |
| Nuveen, LLC | 1.5M | $1M+ | SH |
| Walleye Capital LLC | 1.5M | $1M+ | SH |
| Boston Partners | 1.4M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $1M+ | SH |
| WASATCH ADVISORS LP | 1.2M | $1M+ | SH |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.1M | $1M+ | SH |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 994K | $1M+ | SH |
| EMERALD ADVISERS, LLC | 989K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 933K | $1M+ | SH |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 913K | $1M+ | SH |
| GW&K Investment Management, LLC | 736K | $1M+ | SH |
| Grandeur Peak Global Advisors, LLC | 659K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 541K | $1M+ | SH |
| EMERALD MUTUAL FUND ADVISERS TRUST | 541K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 527K | $1M+ | SH |
| LOOMIS SAYLES & CO L P | 455K | $1M+ | SH |
| Ranger Investment Management, L.P. | 369K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Wellington Management Group LLP
SC 13G/A · Feb 10, 2026
5.8%
3.8M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
SC 13G · Nov 12, 2025
5.7%
3.7M shares
SC 13G/A · Nov 5, 2025
15.0%
9.6M shares
Wellington Management Group LLP
SC 13G/A · Aug 12, 2025
6.9%
4.4M shares
SC 13G/A · Aug 6, 2025
13.4%
8.5M shares
Wellington Management Group LLP
SC 13G · May 12, 2025
5.1%
3.0M shares
Adage Capital Management, L.P.
SC 13G/A · Nov 12, 2024
1.9%
1.0M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
5.4%
2.3M shares
SC 13G/A · Jan 26, 2024
7.7%
3.3M shares
Wellington Management Group LLP
SC 13G/A · Sep 8, 2023
5.1%
2.1M shares
SC 13G/A · Feb 14, 2023
0.0%
0 shares
P. Schoenfeld Asset Management LP
SC 13G/A · Feb 13, 2023
1.5%
646K shares
Basswood Capital Management, L.L.C.
SC 13G/A · Feb 10, 2023
0.0%
0 shares
SC 13G/A · Feb 9, 2023
11.9%
4.9M shares
SC 13G · Feb 3, 2023
6.4%
2.7M shares
Wellington Management Group LLP
SC 13G/A · Nov 10, 2022
12.0%
4.9M shares
Wellington Management Group LLP
SC 13G/A · May 9, 2022
17.7%
8.4M shares
SC 13G · Feb 25, 2022
9.1%
3.9M shares
Basswood Capital Management, L.L.C.
SC 13G · Feb 14, 2022
6.7%
2.9M shares
SC 13G · Feb 14, 2022
7.0%
3.0M shares
Nantahala Capital Management, LLC
SC 13G/A · Feb 14, 2022
3.1%
1.3M shares
Integrated Core Strategies (US) LLC
SC 13G/A · Feb 11, 2022
1.3%
534K shares
SC 13G · Jan 31, 2022
5.2%
2.4M shares