Phoenix Education Partners I (PXED)

CUSIP: 718968100 | NYSE | 125 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AApollo Principal Holdings A GP, Ltd.	24,901,319	69.1%	New 5%+ stake	Jun 30, 2026	No 13F filer matched

13G/AApollo Principal Holdings A GP, Ltd.24,901,319

Institutional Holders — Q3 2026

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Van Berkom & Associates Inc.1,324,598

0.0% of portfolio$33.7K

Curated Wealth Partners LLC65,004

0.1% of portfolio$1.7M

SummerHaven Investment Management, LLC27,186

0.4% of portfolio$691.3K

Y-Intercept (Hong Kong) Ltd23,270

0.0% of portfolio$591.8K

CWC Advisors, Llc.19,138

0.2% of portfolio$486.7K

State of Wyoming12,980

0.0% of portfolio$330.1K

Strs Ohio12,400

0.0% of portfolio$315.3K

Citigroup Inc2,069

0.0% of portfolio$52.6K

State of Alaska, Department of Revenue2,044

0.0% of portfolio$51

New York State Teachers Retirement System452

0.0% of portfolio$11

Harbor Capital Advisors, Inc.272

0.0% of portfolio$7

Sterling Capital Management LLC175

0.0% of portfolio$4.5K

SJS Investment Consulting Inc.109

0.0% of portfolio$2.8K

Gamma Investing LLC90

0.0% of portfolio$2.3K

Covestor Ltd48

0.0% of portfolio$1

Nisa Investment Advisors, LLC20

0.0% of portfolio$509

SBI Securities Co., Ltd.15

0.0% of portfolio$381

EverSource Wealth Advisors, LLC8

0.0% of portfolio$203

Farther Finance Advisors, LLC4

0.0% of portfolio$102

Root Financial Partners, LLC4

0.0% of portfolio$102

IFP Advisors, Inc4

0.0% of portfolio$102

Essential Partners LLC1

0.0% of portfolio$25

				Style	Turnover	Location	Filed
Van Berkom & Associates Inc.	1,324,598	$33.7K	0.0%	Deep Value	Medium	Montreal, Austria	2026-11-04
Curated Wealth Partners LLC	65,004	$1.7M	0.1%	GARP	Low	El Segundo, CA	2026-10-15
SummerHaven Investment Management, LLC	27,186	$691.3K	0.4%	Deep Value	High	Stamford, CT	2026-10-19
Y-Intercept (Hong Kong) Ltd	23,270	$591.8K	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
CWC Advisors, Llc.	19,138	$486.7K	0.2%	GARP	Low	Lake Oswego, OR	2026-10-15
State of Wyoming	12,980	$330.1K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Strs Ohio	12,400	$315.3K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Citigroup Inc	2,069	$52.6K	0.0%	Core	Medium	New York, NY	2026-11-04
State of Alaska, Department of Revenue	2,044	$51	0.0%	Core	Very Low	Juneau, AK	2026-10-15
New York State Teachers Retirement System	452	$11	0.0%	Core	Very Low	Albany, NY	2026-10-22
Harbor Capital Advisors, Inc.	272	$7	0.0%	Value	High	Chicago, IL	2026-10-22
Sterling Capital Management LLC	175	$4.5K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
SJS Investment Consulting Inc.	109	$2.8K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Gamma Investing LLC	90	$2.3K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Covestor Ltd	48	$1	0.0%	Value	High	London, United Kingdom	2026-10-30
Nisa Investment Advisors, LLC	20	$509	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
SBI Securities Co., Ltd.	15	$381	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
EverSource Wealth Advisors, LLC	8	$203	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Farther Finance Advisors, LLC	4	$102	0.0%	Index	Low	San Francisco, CA	2026-10-08
Root Financial Partners, LLC	4	$102	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
IFP Advisors, Inc	4	$102	0.0%	Growth	Low	Tampa, FL	2026-10-16
Essential Partners LLC	1	$25	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14