Stagwell Inc.

STGW • NASDAQ

Stagwell Inc. is a advertising agencies company in the communication services sector on NASDAQ, led by Mark Penn, with a market cap of $1.4B. As of Q3 2025, 37% of shares are held by 159 institutional investors, with HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC as the largest holder at 8.13%.

Chief Executive OfficerMark Penn

Market Cap$1.4B

Advertising Agencies

Communication Services

Employees13.0K

Websitestagwellglobal.com

Country

United States of America

Overview

Overview of institutional ownership in STGW as of Q3 2025 with a market cap of $1.5B

All Institutions

Institutions: 159
Value Held: $541.3M
Shares Held: 96.4M
Avg Position: $3.4M
Median Position: $301.1K

Hedge Funds

Hedge Funds: 20
Value Held: $71.5M
Shares Held: 12.7M
Avg Position: $3.6M
Median Position: $493.9K

Ownership Breakdown

Institutional (non-HF)

32.26%

$469.8M

Hedge Funds

4.91%

$71.5M

Retail & Other

62.83%

$915.2M

Based on market cap of $1.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in STGW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	Scott Hoy Mcbride CEO	$118.4M 0.37% of portfolio	8.13% 21.0M shares	Q3 2021 Held for 4y 2m	$32.2B
Madison Avenue Partners, LP Hedge Fund•Value	Eli Jackson Samaha Managing Partner	$45.1M 2.37% of portfolio	3.10% 8.0M shares	Q3 2021 Held for 4y 2m	$1.9B
B BlackRock, Inc. Institution	-	$44.3M 0.00% of portfolio	3.04% 7.9M shares	Q3 2021 Held for 4y 2m	$5.67T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$42.6M 0.01% of portfolio	2.92% 7.6M shares	Q3 2021 Held for 4y 2m	$691.34B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$36.6M 0.00% of portfolio	2.51% 6.5M shares	Q3 2021 Held for 4y 2m	$6.69T
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$18.4M 0.02% of portfolio	1.27% 3.3M shares	Q4 2023 Held for 1y 11m	$97.8B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$18.2M 0.00% of portfolio	1.25% 3.2M shares	Q4 2022 Held for 2y 11m	$466.32B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$16.4M 0.00% of portfolio	1.13% 2.9M shares	Q3 2021 Held for 4y 2m	$1.57T
UBS Group AG Institution	Sergio P. Ermotti CEO	$16.1M 0.00% of portfolio	1.10% 2.9M shares	Q3 2021 Held for 4y 2m	$511.54B
PENN CAPITAL MANAGEMENT CO INC Long Only Manager	Pamela Marie Lawrence President	$13.3M 1.03% of portfolio	0.91% 2.4M shares	Q1 2023 Held for 2y 8m	$1.3B

Net Capital Flow

Institutional buying and selling activity for STGW in Q3 2025

Traded: −$20.8M
Buyers: 82
Sellers: 66
Total Bought: +$35.7M
Total Sold: −$56.5M
Avg Position: $3.0M

Biggest Buyers

Institution	Net Bought	Current Position
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	+$5.2M +920.4K shares	$118.4M 21.0M shares
JPMORGAN CHASE & CO Institution	+$3.6M +644.7K shares	$9.8M 1.7M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$2.7M +471.0K shares	$18.2M 3.2M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$2.4M +431.8K shares	$2.4M 431.8K shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$2.0M +348.8K shares	$2.6M 461.4K shares
J JANE STREET GROUP, LLC Institution	+$1.8M +325.0K shares	$1.9M 338.5K shares
Marshall Wace LLP Institution	+$1.8M +320.3K shares	$1.8M 320.3K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$1.7M +293.3K shares	$1.7M 304.8K shares
UBS Group AG Institution	+$1.6M +277.6K shares	$16.1M 2.9M shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$1.2M +221.4K shares	$1.4M 242.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLDMAN SACHS GROUP INC Institution	−$29.8M −5.3M shares	$42.6M 7.6M shares
HARBOR CAPITAL ADVISORS, INC. ETF Provider	−$7.8M −1.4M shares	$3.5M 626.9K shares
M My Personal CFO, LLC RIA/Wealth	−$2.5M −555.0K shares	Sold Off 0 shares
T TABLEAUX LLC Institution	−$2.1M −3.4K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$1.3M −224.5K shares	$36.6M 6.5M shares
PENN CAPITAL MANAGEMENT CO INC Long Only Manager	−$1.2M −215.8K shares	$13.3M 2.4M shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	−$1.1M −189.6K shares	$264.8K 47.0K shares
Janney Montgomery Scott LLC RIA/Wealth	−$911.5K −202.6K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$884.1K −157.0K shares	$1.0M 180.1K shares
AMERIPRISE FINANCIAL INC Institution	−$845.8K −150.2K shares	$1.1M 189.5K shares

Entry and Exit Activity

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

New Positions: 10
New Value: $1.0M
Exited Positions: 22
Exited Value: $8.1M

New Positions

Institution	Position Value
Net Worth Advisory Group RIA/Wealth	$289.9K 51.4K shares
HOHIMER WEALTH MANAGEMENT, LLC RIA/Wealth	$216.6K 38.5K shares
N NATIXIS Institution	$201.6K 35.8K shares
MGO Private Wealth, LLC RIA/Wealth	$178.5K 31.7K shares
W Winton Capital Group Ltd Institution	$97.2K 17.3K shares
S State of Alaska, Department of Revenue Institution	$47.2K 8.4K shares
J JONES FINANCIAL COMPANIES LLLP Institution	$276.0 51.0 shares
A Advisory Services Network, LLC RIA/Wealth	$84.0 15.0 shares
ROTHSCHILD INVESTMENT LLC RIA/Wealth	$45.0 8.0 shares
R Root Financial Partners, LLC RIA/Wealth	$39.0 7.0 shares

Exited Positions

Institution	Previous Position
M My Personal CFO, LLC RIA/Wealth	$2.5M 555.0K shares
T TABLEAUX LLC Institution	$2.1M 3.4K shares
Janney Montgomery Scott LLC RIA/Wealth	$911.5K 202.6K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$685.3K 152.3K shares
S STRS OHIO Institution	$414.0K 92.0K shares
A AXQ CAPITAL, LP Hedge Fund•Market Neutral	$316.7K 70.4K shares
Q Qube Research & Technologies Ltd Institution	$244.4K 54.3K shares
Optimize Financial Inc RIA/Wealth	$158.1K 35.1K shares
STONERIDGE INVESTMENT PARTNERS LLC Long Only Manager	$131.2K 29.2K shares
MACKENZIE FINANCIAL CORP Long Only Manager	$130.3K 29.0K shares

Options Activity

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

Call Positions: 3
Call Value: $1.2M
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
W WOLVERINE TRADING, LLC Institution	$1.1M 2.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$77.1K 137.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$56.9K 101.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

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

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ABLE Financial Group, LLC RIA/Wealth	Adam Michael Brooks CCO	2.73% $12.5M	0.86% 2.2M shares	Q2 2025 Held for 5 months	$458.5M
Madison Avenue Partners, LP Hedge Fund•Value	Eli Jackson Samaha Managing Partner	2.37% $45.1M	3.10% 8.0M shares	Q3 2021 Held for 4y 2m	$1.9B
Berson & Corrado Investment Advisors, LLC RIA/Wealth	Mark Anthony Corrado Managing Partner	1.06% $1.8M	0.12% 315.7K shares	Q1 2022 Held for 3y 8m	$167.2M
PENN CAPITAL MANAGEMENT CO INC Long Only Manager	Pamela Marie Lawrence President	1.03% $13.3M	0.91% 2.4M shares	Q1 2023 Held for 2y 8m	$1.3B
Stanley Capital Management, LLC Hedge Fund•Long/Short	Bret Wilson Stanley CCO	0.88% $5.4M	0.37% 950.3K shares	Q3 2021 Held for 4y 2m	$607.7M
T TORON CAPITAL MARKETS INC. Long Only Manager	Henry Perren Chairman	0.66% $11.5M	0.79% 2.0M shares	Q4 2021 Held for 3y 11m	$1.7B
DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth	Ryan Omer Smith CEO	0.48% $8.3M	0.68% 1.8M shares	Q2 2025 Held for 5 months	$1.7B
6 683 Capital Management, LLC Hedge Fund•Long/Short	Ari Jonathan Zweiman Managing Partner	0.47% $5.0M	0.34% 890.0K shares	Q3 2024 Held for 1y 2m	$1.1B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	Scott Hoy Mcbride CEO	0.37% $118.4M	8.13% 21.0M shares	Q3 2021 Held for 4y 2m	$32.2B
Pacific Ridge Capital Partners, LLC Long Only Manager	Mark Daniel Cooper President	0.31% $1.4M	0.10% 250.9K shares	Q3 2021 Held for 4y 2m	$460.6M

Hedge Fund Spotlight

Discover hedge funds investing in STGW

TWO SIGMA ADVISERS, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $50.0B
Positions: 2,312
Last Reported: Q3 2025

Sector Allocation

Position in Stagwell Inc.

Market Value: $449.8K
Shares Held: 79.9K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
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2 Microsoft MSFT	Software - Infrastructure Technology	$1.5B	3.03%
3 Apple AAPL	Consumer Electronics Technology	$1.4B	2.79%