Phoenix Education Partners IPXED
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 82 institutions reported holding Phoenix Education Partners I (PXED) in their 13F filings, up 17 from Q4 2025. 28 opened new positions and 13 sold out. The largest holders were Apollo Management Holdings, L.P. ($783.4M), Van Berkom & Associates Inc. ($43.1M) and Massachusetts Financial Services Co. ($21.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Phoenix Education Partners I
- CUSIP
- 718968100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $12.6M |
| Exits | 13 | $16.7M |
All 13F filers, Q4 2025 → Q1 2026: 892,271 shares bought and 1,101,256 shares sold, net −208,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Apollo Management Holdings, L.P. | 15.18% | No change | 24,901,319 | $783.4M |
| Van Berkom & Associates Inc. | 1.40% | Reduce -7.3% | 1,370,381 | $43.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -5.3% | 677,332 | $21.3M |
| Wellington Management Group LLP | 0.00% | Add +43.8% | 501,115 | $15.8M |
| BlackRock, Inc. | 0.00% | Add +25.9% | 332,112 | $10.4M |
| First Eagle Investment Management, LLC | 0.01% | Add +53.1% | 275,810 | $8.7M |
| FIL Ltd | 0.01% | No change | 250,000 | $7.9M |
| Alyeska Investment Group, L.P. | 0.02% | Reduce -7.6% | 243,555 | $7.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -3.0% | 235,322 | $7.4M |
| Citadel Advisors | 0.00% | Reduce -17.5% | 147,167 | $4.6M |
| Marshall Wace, LLP | 0.00% | Reduce -40.3% | 120,728 | $3.8M |
| Geode Capital Management, LLC | 0.00% | Add +11.4% | 110,859 | $3.5M |
| Caisse de depot et placement du Quebec | 0.01% | New | 107,294 | $3.4M |
| State Street Corp. | 0.00% | Add +41.7% | 98,053 | $3.1M |
| FMR LLC | 0.00% | Reduce -67.9% | 92,157 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +687.2% | 67,320 | $2.1M |
| Bastion Asset Management Inc. | 0.64% | New | 67,817 | $2.1M |
| Curated Wealth Partners LLC | 0.26% | No change | 65,000 | $2.0M |
| Seven Grand Managers, LLC | 0.11% | No change | 50,000 | $1.6M |
| Vanguard Capital Management LLC | 0.00% | — | 46,330 | $1.5M |
| Millennium Management | 0.00% | New | 46,169 | $1.5M |
| American Century Companies Inc. | 0.00% | New | 40,259 | $1.3M |
| Morgan Stanley | 0.00% | Add +88.2% | 39,322 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +4.8% | 34,799 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.2% | 33,869 | $1.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 29,222 | $919K |
| Two Sigma Investments, LP | 0.00% | New | 27,615 | $869K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 27,261 | $858K |
| UBS Group AG | 0.00% | Reduce -69.9% | 26,035 | $819K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 25,441 | $800K |
| Readystate Asset Management LP | 0.07% | No change | 21,854 | $688K |
| LMR Partners LLP | 0.01% | No change | 21,000 | $661K |
| State of Wisconsin Investment Board | 0.00% | Reduce -9.4% | 20,824 | $655K |
| BNP Paribas Financial Markets | 0.00% | Add +1778.8% | 20,667 | $650K |
| Longaeva Partners L.P. | 0.03% | Reduce -8.3% | 20,568 | $647K |
| Ghisallo Capital Management LLC | 0.02% | No change | 20,000 | $629K |
| State of Tennessee, Department of Treasury | 0.00% | Add +94.7% | 17,262 | $543K |
| Walleye Capital LLC | 0.00% | Add +23.7% | 16,162 | $508K |
| XTX Topco Ltd | 0.01% | Add +78.5% | 16,061 | $505K |
| AQR Capital Management | 0.00% | New | 16,005 | $504K |
| Man Group plc | 0.00% | New | 12,629 | $397K |
| Jane Street Group, LLC | 0.00% | New | 11,526 | $363K |
| Bank of New York Mellon Corp | 0.00% | Add +55.1% | 10,969 | $345K |
| Deutsche Bank AG | 0.00% | Add +266.8% | 10,824 | $341K |
| Barclays PLC | 0.00% | Add +6.4% | 10,564 | $332K |
| Harbor Advisors LLC | 0.05% | No change | 10,000 | $315K |
| R Squared Ltd | 0.16% | New | 9,538 | $300K |
| HSBC Holdings PLC | 0.00% | New | 9,439 | $300K |
| Quadrature Capital Ltd | 0.00% | New | 7,756 | $244K |
| Prudential Financial Inc. | 0.00% | New | 6,700 | $211K |
| State of Wyoming | 0.02% | New | 4,796 | $151K |
| Los Angeles Capital Management LLC | 0.00% | New | 4,390 | $138K |
| Rhumbline Advisers | 0.00% | Add +14.3% | 3,776 | $119K |
| Balyasny Asset Management L.P. | 0.00% | Add +398.8% | 2,813 | $88K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.0% | 2,343 | $74K |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 2,012 | $63K |
| Wells Fargo & Company | 0.00% | Reduce -66.6% | 1,820 | $57K |
| New York State Common Retirement Fund | 0.00% | New | 1,700 | $53K |
| Vanguard Global Advisers, LLC | 0.00% | — | 1,644 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +272.5% | 1,501 | $47K |
| Cwm, LLC | 0.00% | Add +273.5% | 1,352 | $43K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,332 | $42K |
| STRS Ohio | 0.00% | No change | 900 | $28K |
| Legal & General Group Plc | 0.00% | Reduce -11.2% | 444 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 402 | $13K |
| Russell Investments Group, Ltd. | 0.00% | No change | 392 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -12.1% | 268 | $8K |
| Royal Bank of Canada | 0.00% | Add +20.2% | 250 | $8K |
| Citigroup Inc. | 0.00% | Add +124.1% | 251 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -28.6% | 70 | $2K |
| Essential Partners LLC | 0.00% | New | 68 | $2K |
| Allworth Financial LP | 0.00% | New | 41 | $1K |
| Covestor Ltd | 0.00% | New | 16 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 23 | $724 |
| Arax Advisory Partners | 0.00% | New | 20 | $629 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 18 | $566 |
| Rothschild Investment LLC | 0.00% | New | 16 | $503 |
| MAI Capital Management | 0.00% | New | 8 | $252 |
| IFP Advisors, Inc | 0.00% | New | 7 | $220 |
| Sunbelt Securities, Inc. | 0.00% | New | 6 | $189 |
| True Wealth Design, LLC | 0.00% | New | 2 | $63 |
| SJS Investment Consulting Inc. | 0.00% | New | 1 | $32 |
"% of holder's portfolio" is PXED's weight in each manager's 13F, not the share of Phoenix Education Partners I the manager owns.