PHOENIX EDUCATION PARTNERS I PXED

US Services media Services-Educational Services
$34.36
+0.2%
52w: $26.30 – $37.60

Latest 13F among current holders filed 44 days ago (May 22, 2026)

Price — last 12 months

research preview data
26.3031.9537.60
Oct 9, 2025 Jul 2, 2026
Institutional holders
82
+17 QoQ
13F value
$999.9M
+7.7% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026

Institutional value by quarter

$928.5M
Q4 2025
$999.9M
Q1 2026

Number of holders

65
Q4 2025
82
Q1 2026

Who owns PXED?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Apollo Management Holdings, L.P. ★2Fundamental concentrated24.9M$783.4M15.2%Held
Van Berkom & Associates Inc. Other2.7M$86.2M1.4%+85.5%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Other677.3K$21.3M0.0%-5.3%
WELLINGTON MANAGEMENT GROUP LLP Long only active501.1K$15.8M0.0%+43.8%
BlackRock, Inc. Index provider332.1K$10.4M0.0%+25.8%
First Eagle Investment Management, LLC Other275.8K$8.7M0.0%+53.1%
FIL Ltd Other250.0K$7.9M0.0%Held
Alyeska Investment Group, L.P. Quant stat arb243.6K$7.7M0.0%-7.6%
VICTORY CAPITAL MANAGEMENT INC Diversified mechanical235.3K$7.4M0.0%-3.0%
CITADEL ADVISORS LLC Multistrat pod147.2K$4.6M0.0%-17.5%
MARSHALL WACE, LLP Quant stat arb120.7K$3.8M0.0%-40.3%
GEODE CAPITAL MANAGEMENT, LLC Index provider110.9K$3.5M0.0%+11.4%
Caisse de depot et placement du Quebec Other107.3K$3.4M0.0%New
STATE STREET CORP Index provider98.1K$3.1M0.0%+41.7%
FMR LLC Long only active92.2K$2.9M0.0%-67.9%
GOLDMAN SACHS GROUP INC Bank broker67.3K$2.1M0.0%+687.2%
Bastion Asset Management Inc. ★2Fundamental diversified67.8K$2.1M0.6%New
Curated Wealth Partners LLC Other65.0K$2.0M0.3%Held
SEVEN GRAND MANAGERS, LLC ★2Fundamental diversified50.0K$1.6M0.1%Held
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical46.3K$1.5M0.0%
MILLENNIUM MANAGEMENT LLC Multistrat pod46.2K$1.5M0.0%New
AMERICAN CENTURY COMPANIES INC Diversified mechanical40.3K$1.3M0.0%New
MORGAN STANLEY Bank broker39.3K$1.2M0.0%+88.2%
NORTHERN TRUST CORP Index provider34.8K$1.1M0.0%+4.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider33.9K$1.1M0.0%-3.2%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical29.2K$919K0.0%
TWO SIGMA INVESTMENTS, LP Quant stat arb27.6K$869K0.0%New
SEGALL BRYANT & HAMILL, LLC Other27.3K$858K0.0%New
UBS Group AG Bank broker26.0K$819K0.0%-69.9%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical25.4K$800K0.0%
READYSTATE ASSET MANAGEMENT LP Quant stat arb21.9K$688K0.1%Held
LMR Partners LLP Quant stat arb21.0K$661K0.0%Held
STATE OF WISCONSIN INVESTMENT BOARD Diversified mechanical20.8K$655K0.0%-9.4%
BNP PARIBAS FINANCIAL MARKETS Bank broker20.7K$650K0.0%+1778.8%
Longaeva Partners L.P. ★2Fundamental diversified20.6K$647K0.0%-8.3%
Ghisallo Capital Management LLC Quant stat arb20.0K$629K0.0%Held
State of Tennessee, Department of Treasury Diversified mechanical17.3K$543K0.0%+94.7%
Walleye Capital LLC Multistrat pod16.2K$508K0.0%+23.7%
XTX Topco Ltd Market maker16.1K$505K0.0%+78.6%
AQR CAPITAL MANAGEMENT LLC Quant stat arb16.0K$504K0.0%New
Man Group plc Quant stat arb12.6K$397K0.0%New
JANE STREET GROUP, LLC Market maker11.5K$363K0.0%New
Bank of New York Mellon Corp Diversified mechanical11.0K$345K0.0%+55.1%
DEUTSCHE BANK AG\ Bank broker10.8K$341K0.0%+266.8%
BARCLAYS PLC Bank broker10.6K$332K0.0%+6.4%
Harbor Advisors LLC ★2Fundamental diversified10.0K$315K0.0%Held
R Squared Ltd Quant stat arb9.5K$300K0.2%New
HSBC HOLDINGS PLC Bank broker9.4K$300K0.0%New
Quadrature Capital Ltd Diversified mechanical7.8K$244K0.0%New
PRUDENTIAL FINANCIAL INC Insurance6.7K$211K0.0%New

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