PXED Institutional Ownership & Shareholders
PHOENIX EDUCATION PARTNERS I (PXED) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $962.85M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Apollo Management Holdings, L.P. is currently the largest disclosed institutional shareholder of PXED tracked by InsiderSet, reporting ownership valued at approximately $818.01M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $487.82M, representing an estimated loss of -40.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed PXED value among the investors covered in this analysis. Major shareholders include Apollo Management Holdings, L.P., Wellington Management Group Llp, Massachusetts Financial Services Co, and several other long-term asset managers with concentrated positions in PHOENIX EDUCATION PARTNERS I (PXED).
This page ranks the largest institutional PXED shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
98
Total Reported Value
$962.85M
Largest Holder
Apollo Management Holdings, L.P.
Largest Position
$818.01M
Insider Transactions (90d)
18
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Apollo Management Holdings, L.P. | 11.49% | 24,901,320 | $818,008,362 | $487,816,859 | -$330,191,503 | -40.37% | |
| Wellington Management Group Llp | 0.00% | 743,112 | $24,411,229 | $14,557,564 | -$9,853,665 | -40.37% | |
| Massachusetts Financial Services Co | 0.01% | 659,360 | $21,659,976 | $12,916,862 | -$8,743,114 | -40.37% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 415,510 | $13,649,504 | $8,139,841 | -$5,509,663 | -40.37% |
| Blackrock, Inc. | 0.00% | 384,179 | $12,620,280 | $7,526,067 | -$5,094,213 | -40.37% | |
| Fil Ltd | 0.01% | 250,000 | $8,212,500 | $4,897,500 | -$3,315,000 | -40.37% | |
| Vanguard Capital Management Llc | 0.00% | 224,932 | $7,389,016 | $4,406,418 | -$2,982,598 | -40.37% | |
| State Street Corp | 0.00% | 115,975 | $3,809,779 | $2,271,950 | -$1,537,829 | -40.37% | |
| Geode Capital Management, Llc | 0.00% | 126,394 | $3,214,919 | $2,476,058 | -$738,861 | -22.98% | |
| American Century Companies Inc | 0.00% | 94,623 | $3,108,366 | $1,853,665 | -$1,254,701 | -40.37% | |
| Segall Bryant & Hamill, Llc | 0.03% | 83,821 | $2,753,520 | $1,642,053 | -$1,111,467 | -40.37% | |
| Morgan Stanley | 0.00% | 73,233 | $2,405,703 | $1,434,634 | -$971,069 | -40.37% | |
| Heartland Advisors Inc | 0.11% | 73,005 | $2,398,214 | $1,430,168 | -$968,046 | -40.37% | |
| Bnp Paribas Financial Markets | 0.00% | 60,380 | $1,983,483 | $1,182,844 | -$800,639 | -40.37% | |
| Alyeska Investment Group, L.P. | 0.00% | 57,696 | $1,895,314 | $1,130,265 | -$765,049 | -40.37% | |
| Trexquant Investment Lp | 0.01% | 51,273 | $1,684,318 | $1,004,438 | -$679,880 | -40.37% | |
| Curated Wealth Partners Llc | 0.14% | 65,004 | $1,653,051 | $1,273,428 | -$379,623 | -22.96% | |
| Goldman Sachs Group Inc | 0.00% | 49,956 | $1,641,055 | $978,638 | -$662,417 | -40.37% | |
| Walleye Capital Llc | 0.01% | 47,493 | $1,560,145 | $930,388 | -$629,757 | -40.37% | |
| Two Sigma Investments, Lp | 0.00% | 46,296 | $1,520,824 | $906,939 | -$613,885 | -40.37% | |
| Jpmorgan Chase & Co | 0.00% | 42,684 | $1,406,011 | $836,180 | -$569,831 | -40.53% | |
| Northern Trust Corp | 0.00% | 39,216 | $1,288,246 | $768,241 | -$520,005 | -40.37% | |
| Xtx Topco Ltd | 0.02% | 37,252 | $1,223,728 | $729,767 | -$493,961 | -40.37% | |
| Vanguard Portfolio Management Llc | 0.00% | 36,859 | $1,210,818 | $722,068 | -$488,750 | -40.37% | |
| Citadel Advisors Llc | 0.00% | 36,677 | $1,204,840 | $718,502 | -$486,338 | -40.37% | |
| Charles Schwab Investment Management Inc | 0.00% | 35,856 | $1,177,870 | $702,419 | -$475,451 | -40.37% | |
| Vanguard Fiduciary Trust Co | 0.00% | 33,164 | $1,089,437 | $649,683 | -$439,754 | -40.37% | |
| Bank Of America Corp | 0.00% | 33,020 | $1,084,707 | $646,862 | -$437,845 | -40.37% | |
| Hrt Financial Lp | 0.00% | 32,720 | $1,074,000 | $640,985 | -$433,015 | -40.32% | |
| Pdt Partners, Llc | 0.05% | 29,100 | $955,935 | $570,069 | -$385,866 | -40.37% | |
| Jacobs Levy Equity Management, Inc | 0.00% | 26,413 | $867,667 | $517,431 | -$350,236 | -40.37% | |
| Aqr Capital Management Llc | 0.00% | 26,379 | $866,550 | $516,765 | -$349,785 | -40.37% | |
| Victory Capital Management Inc | 0.00% | 25,309 | $831,401 | $495,803 | -$335,598 | -40.37% | |
| Pacific Ridge Capital Partners, Llc | 0.15% | 25,067 | $823,451 | $491,063 | -$332,388 | -40.37% | |
| Ubs Group Ag | 0.00% | 23,680 | $777,888 | $463,891 | -$313,997 | -40.37% | |
| Jump Financial, Llc | 0.01% | 22,504 | $739,256 | $440,853 | -$298,403 | -40.37% | |
| Readystate Asset Management Lp | 0.03% | 21,252 | $698,128 | $416,327 | -$281,801 | -40.37% | |
| Summerhaven Investment Management, Llc | 0.39% | 27,186 | $691,340 | $532,574 | -$158,766 | -22.97% | |
| Nuveen, Llc | 0.00% | 18,954 | $622,639 | $371,309 | -$251,330 | -40.37% | |
| Millennium Management Llc | 0.00% | 18,159 | $596,523 | $355,735 | -$240,788 | -40.37% | |
| Y-Intercept (Hong Kong) Ltd | 0.01% | 23,270 | $591,756 | $455,859 | -$135,897 | -22.96% | |
| Russell Investments Group, Ltd. | 0.00% | 22,374 | $568,977 | $438,307 | -$130,670 | -22.97% | |
| Cwc Advisors, Llc. | 0.23% | 19,138 | $486,679 | $374,913 | -$111,766 | -22.96% | |
| Man Group Plc | 0.00% | 14,798 | $486,114 | $289,893 | -$196,221 | -40.37% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 13,584 | $446,234 | $266,111 | -$180,123 | -40.37% | |
| Point72 Asset Management, L.P. | 0.00% | 11,075 | $363,814 | $216,959 | -$146,855 | -40.37% | |
| State Of Wyoming | 0.03% | 12,980 | $330,081 | $254,278 | -$75,803 | -22.96% | |
| Harbor Advisors Llc | 0.04% | 10,000 | $328,500 | $195,900 | -$132,600 | -40.37% | |
| Strs Ohio | 0.00% | 12,400 | $315,332 | $242,916 | -$72,416 | -22.97% | |
| State Of Tennessee, Department Of Treasury | 0.00% | 9,168 | $301,169 | $179,601 | -$121,568 | -40.37% |
Frequently asked questions about PXED
Who are the largest institutional holders of PXED?
The largest institutional holders of PXED reported in the latest SEC Form 13F filings include Apollo Management Holdings, L.P., Wellington Management Group Llp, Massachusetts Financial Services Co, First Eagle U.S. Value, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported PXED position.
What is PXED institutional ownership?
This page tracks PXED positions reported by institutional investment managers through SEC Form 13F. PHOENIX EDUCATION PARTNERS I (PXED) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PXED?
InsiderSet currently tracks 98 institutional managers reporting PXED holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PXED shareholders.
How much PXED stock do institutions own?
Institutional investment managers disclosed approximately $962.85M in PXED holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PXED institutional ownership last updated?
The latest PXED institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PXED holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PXED position after the reporting date.
Are institutions buying or selling PXED?
Institutional buying and selling can be analyzed by comparing PXED positions across consecutive 13F reporting periods. InsiderSet's PXED Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PXED ownership changes.
How has PXED institutional ownership changed over time?
InsiderSet tracks PXED institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.