P10

PX • NYSE

P10 is a asset management company in the financial services sector on NYSE, led by Luke A. Sarsfield III, with a market cap of $1.1B. As of Q3 2025, 47% of shares are held by 130 institutional investors, with FMR LLC as the largest holder at 5.69%.

Chief Executive OfficerLuke A. Sarsfield III

Market Cap$1.1B

Asset Management

Financial Services

Employees252.0

Websitep10alts.com

Country

United States of America

Overview

Overview of institutional ownership in PX as of Q3 2025 with a market cap of $1.2B

All Institutions

Institutions: 130
Value Held: $562.4M
Shares Held: 51.7M
Avg Position: $4.3M
Median Position: $294.2K

Hedge Funds

Hedge Funds: 13
Value Held: $17.8M
Shares Held: 1.6M
Avg Position: $1.4M
Median Position: $254.0K

Ownership Breakdown

Institutional (non-HF)

45.56%

$544.6M

Hedge Funds

1.49%

$17.8M

Retail & Other

52.95%

$633.1M

Based on market cap of $1.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$68.0M 0.00% of portfolio	5.69% 6.2M shares	Q4 2021 Held for 3y 11m	$1.92T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$65.6M 0.00% of portfolio	5.49% 6.0M shares	Q4 2021 Held for 3y 11m	$6.69T
River Road Asset Management, LLC Long Only Manager	Richard Andrew Beck CEO	$55.0M 0.62% of portfolio	4.60% 5.1M shares	Q1 2024 Held for 1y 8m	$8.9B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$52.9M 0.02% of portfolio	4.43% 4.9M shares	Q4 2024 Held for 11 months	$322.72B
B BlackRock, Inc. Institution	-	$34.0M 0.00% of portfolio	2.85% 3.1M shares	Q4 2021 Held for 3y 11m	$5.67T
M MACQUARIE GROUP LTD Institution	-	$29.4M 0.04% of portfolio	2.46% 2.7M shares	Q3 2024 Held for 1y 2m	$82.9B
A AMERICAN CENTURY COMPANIES INC Institution	-	$29.1M 0.01% of portfolio	2.43% 2.7M shares	Q1 2025 Held for 8 months	$195.93B
C Capital World Investors Institution	-	$27.7M 0.00% of portfolio	2.32% 2.5M shares	Q2 2025 Held for 5 months	$730.00B
LOOMIS SAYLES & CO L P Long Only Manager	Kevin Patrick Charleston CEO	$21.6M 0.03% of portfolio	1.81% 2.0M shares	Q1 2025 Held for 8 months	$83.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$18.3M 0.00% of portfolio	1.53% 1.7M shares	Q1 2022 Held for 3y 8m	$2.88T

Net Capital Flow

Institutional buying and selling activity for PX in Q3 2025

Traded: +$16.6M
Buyers: 70
Sellers: 62
Total Bought: +$54.3M
Total Sold: −$37.7M
Avg Position: $3.7M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital World Investors Institution	+$11.1M +1.0M shares	$27.7M 2.5M shares
MISSION CREEK CAPITAL PARTNERS, INC RIA/Wealth	+$9.3M +854.6K shares	$9.3M 854.6K shares
WASATCH ADVISORS INC Long Only Manager	+$8.6M +789.0K shares	$8.6M 789.0K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$3.8M +345.6K shares	$5.7M 520.6K shares
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	+$2.8M +260.0K shares	$6.3M 574.6K shares
B BlackRock, Inc. Institution	+$2.4M +222.8K shares	$34.0M 3.1M shares
MORGAN STANLEY RIA/Wealth	+$2.3M +212.6K shares	$4.0M 366.7K shares
STATE STREET CORP Institution	+$2.0M +188.2K shares	$18.3M 1.7M shares
Guardian Wealth Management, Inc. RIA/Wealth	+$1.2M +114.9K shares	$3.9M 355.7K shares
Empowered Funds, LLC ETF Provider	+$1.0M +93.7K shares	$1.0M 93.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Grandeur Peak Global Advisors, LLC Long Only Manager	−$4.3M −394.7K shares	$7.1M 655.6K shares
FMR LLC Institution	−$3.0M −274.6K shares	$68.0M 6.2M shares
M MACQUARIE GROUP LTD Institution	−$2.5M −228.3K shares	$29.4M 2.7M shares
FJ Capital Management LLC Hedge Fund•Long/Short	−$2.3M −209.8K shares	$1.7M 155.8K shares
Q Qube Research & Technologies Ltd Institution	−$2.1M −197.3K shares	$2.8M 256.2K shares
WATERS PARKERSON & CO., LLC RIA/Wealth	−$2.0M −200.0K shares	Sold Off 0 shares
R ROYAL BANK OF CANADA Institution	−$1.8M −161.5K shares	$2.3M 209.5K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.8M −161.2K shares	$2.3M 213.8K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.7M −154.1K shares	$391.5K 36.0K shares
Seed Wealth Management, Inc. RIA/Wealth	−$935.7K −86.0K shares	$1.8M 166.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PX in Q3 2025

New Positions: 18
New Value: $20.2M
Exited Positions: 21
Exited Value: $8.6M

New Positions

Institution	Position Value
MISSION CREEK CAPITAL PARTNERS, INC RIA/Wealth	$9.3M 854.6K shares
WASATCH ADVISORS INC Long Only Manager	$8.6M 789.0K shares
Empowered Funds, LLC ETF Provider	$1.0M 93.7K shares
Heritage Wealth Advisors RIA/Wealth	$710.2K 65.3K shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	$383.0K 35.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	$118.9K 10.9K shares
S State of Alaska, Department of Revenue Institution	$37.4K 3.4K shares
Larson Financial Group LLC RIA/Wealth	$19.1K 1.8K shares
W WHITE BAY PT LLC Institution	$10.0K 915.0 shares
O Optiver Holding B.V. Institution	$3.9K 358.0 shares

Exited Positions

Institution	Previous Position
WATERS PARKERSON & CO., LLC RIA/Wealth	$2.0M 200.0K shares
JENNISON ASSOCIATES LLC Long Only Manager	$850.7K 83.2K shares
Y Y-Intercept Ltd Institution	$813.7K 79.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$803.1K 78.6K shares
N NATIXIS Institution	$648.6K 63.5K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$580.7K 56.8K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$466.6K 45.7K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$427.3K 41.8K shares
Engineers Gate Manager LP Hedge Fund•Quant	$348.1K 34.1K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$272.1K 26.6K shares

Options Activity

Institutions with the largest Call and Put options positions in PX as of Q3 2025

Call Positions: 2
Call Value: -
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with PX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Guardian Wealth Management, Inc. RIA/Wealth	Thibault Basquin Member	2.29% $3.9M	0.32% 355.7K shares	Q1 2022 Held for 3y 8m	$169.3M
S Samjo Management, LLC Hedge Fund•Long/Short	Andrew Nolan Wiener Managing Partner	2.11% $5.5M	0.46% 508.3K shares	Q4 2023 Held for 1y 11m	$261.8M
MISSION CREEK CAPITAL PARTNERS, INC RIA/Wealth	Ian Thomas Fraley Managing Partner	1.84% $9.3M	0.78% 854.6K shares	Q3 2025 Held for 2 months	$504.2M
Seed Wealth Management, Inc. RIA/Wealth	Jonathan Halleck Seed President	1.70% $1.8M	0.15% 166.9K shares	Q2 2025 Held for 5 months	$107.1M
Sovereign's Capital Management, LLC Private Equity	Thomsen Paul Jacob Managing Partner	1.47% $2.7M	0.23% 249.5K shares	Q4 2024 Held for 11 months	$184.3M
Grandeur Peak Global Advisors, LLC Long Only Manager	Blake Harold Walker CEO	0.96% $7.1M	0.60% 655.6K shares	Q4 2021 Held for 3y 11m	$745.4M
River Road Asset Management, LLC Long Only Manager	Richard Andrew Beck CEO	0.62% $55.0M	4.60% 5.1M shares	Q1 2024 Held for 1y 8m	$8.9B
Hodges Capital Management Inc. Long Only Manager	Craig Donaldson Hodges CEO	0.35% $4.0M	0.33% 367.6K shares	Q4 2024 Held for 11 months	$1.2B
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Bennett David Lindenbaum Managing Partner	0.29% $6.3M	0.52% 574.6K shares	Q2 2025 Held for 5 months	$2.2B
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	0.17% $1.7M	0.14% 155.8K shares	Q3 2023 Held for 2y 2m	$999.9M

Hedge Fund Spotlight

Discover hedge funds investing in PX

Aquatic Capital Management LLC

Hedge Fund • Quant

Portfolio ManagerJonathan Cullen Graham

Portfolio Value: $5.4B
Positions: 1,343
Last Reported: Q3 2025

Sector Allocation

Position in P10

Market Value: $117.9K
Shares Held: 10.8K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$82.0M	1.52%
2 Robinhood Markets, Inc. HOOD	Software - Infrastructure Technology	$80.3M	1.49%
3 Microsoft MSFT	Software - Infrastructure Technology	$79.3M	1.47%