PWP
PERELLA WEINBERG PARTNERSMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $19 | $18 | -5% |
| AQR Capital Management | Q4 2024(8Q snapshot) | 6Q | $25 | $18 | -29% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw 3× in & out | Q1 2026 | Q2 2026 | → $18 | -12% |
| Millennium Management 2× in & out | Q4 2025 | Q2 2026 | → $18 | -1% |
| Renaissance Technologies | Q3 2024 | Q1 2026 | → $22 | +26% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | → $19 | -2% |
| Point72 Asset Management 2× in & out | Q3 2025 | Q4 2025 | → $19 | -16% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Perella Weinberg Partners. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 29, 2026 — the most recent Form 4 on file — not from today.
- Form 40001777835-26-000063May 29, 2026
- Form 40001777835-26-000059May 29, 2026
- Form 40001777835-26-000057May 29, 2026
- Form 40001777835-26-000055May 29, 2026
- Form 40001777835-26-000053May 29, 2026
- Form 40001777835-26-000048May 20, 2026
- Form 40001180592-26-000011May 20, 2026
- Form 40002006612-26-000005May 20, 2026
- Form 40001777835-26-000044May 7, 2026
- Form 40001180592-26-000009Mar 9, 2026
- Form 40001867701-26-000006Mar 9, 2026
- Form 40002006612-26-000003Mar 4, 2026
- Form 40001867701-26-000004Mar 3, 2026
- Form 40001180592-26-000004Mar 3, 2026
- Form 40001416779-26-000002Feb 26, 2026
Fundamentals
XBRL · PERELLA WEINBERG PARTNERSAnnual figures sourced directly from PERELLA WEINBERG PARTNERS's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Perella Weinberg Partners — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 29, 2026
- 8-KMaterial eventMay 21, 2026
- 10-QQuarterly reportMay 1, 2026
- 8-KMaterial eventMay 1, 2026
- 8-KMaterial eventApr 13, 2026
- DEF 14AProxy statementApr 10, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KMaterial eventFeb 6, 2026
- 8-KMaterial eventJan 13, 2026
- 8-KMaterial eventNov 18, 2025
- 10-QQuarterly reportNov 7, 2025
- 8-KMaterial eventNov 7, 2025
- 8-KMaterial eventSep 4, 2025
- 10-QQuarterly reportAug 1, 2025
- 8-K/AMaterial event (amended)Aug 1, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q1 2026 | Q2 2026 | $21 | $18 | -12% |
| Citadel Advisors | Q4 2025 | open | $19 | $18 | -3% |
| Millennium Management | Q4 2025 | Q2 2026 | $19 | $18 | -1% |
| D.E. Shaw | Q3 2025 | Q4 2025 | $22 | $19 | -16% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $22 | $19 | -16% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | $23 | $19 | -20% |
| D.E. Shaw | Q4 2024 | Q1 2025 | $25 | $23 | -7% |
| AQR Capital Management | Q4 2024 | open | $25 | $18 | -29% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $19 | $22 | +17% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | $19 | $19 | -2% |
| Millennium Management | Q3 2024 | Q3 2025 | $19 | $22 | +17% |
| Renaissance Technologies | Q3 2024 | Q1 2026 | $17 | $22 | +26% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.