Phoenix Education Partners IPXED

13F holders, Q1 2026 (March 31)
82holders +17
28new positions
13sold out
3famous investors
$31.46avg. 13F price*

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

020406080100 Q4 2025: 65Q4 2025Q1 2026: 82Q1 2026Q2 2026: 96Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions28$12.6M
Exits13$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.