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PWP Perella Weinberg Partners

Financials, filed as PERELLA WEINBERG PARTNERS (CLASS A COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.0%
  • $14M
  • 1 add

In 2026 Q2 First Eagle Investment Management added to Perella Weinberg Partners.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (First Eagle Investment Management). Not free-float ownership.

  1. First Eagle Investment Manage... Add 0.02%

Who owns PWP

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.02%, was 0.01% Add +46.5% 901,189 $14M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PWP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PWP insider trades
  • None no insider bought on the open market
  • $3.6M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Robert K Steel Director
    Sale
    $1.6M 100,000 shares at $15.76 26% of stake
    Traded Jun 12 Filed Jun 16
    ↗
  2. Alexandra Gottschalk CFO
    Sale
    $1M 57,806 shares at $17.55 44% of stake
    Traded May 19–20 Filed May 20
    ↗
  3. Alexandra Gottschalk CFO
    Sale
    $1M 51,671 shares at $19.74 42% of stake
    Traded May 5 Filed May 7
    ↗

Also filed in the last 12 months, not counted as buying or selling: 17 share withholdings for taxes, 12 option exercises, 8 stock grants, 3 sales to cover taxes, and 2 sales back to the company.

Congress

2 members of Congress traded PWP in the last three years: 3 buys and 0 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 29 filed Jun 8
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 15 filed Feb 13
  3. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K Mar 7, 2024 filed Apr 7, 2024

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
8-K 3.02 Filing Doc
424B7 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 3.02 Filing Doc
8-K 2.02,5.02 Filing Doc
10-Q Filing Doc
8-K 3.02 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $648.65M $878.04M $750.9M
Net income -$17.22M -$64.73M $35.48M
Net margin * -2.7% -7.4% 4.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $761.11M $876.75M $797.64M
Total equity $152.66M -$421.38M —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $145.88M $223.36M $34.79M
Cash from investing -$5.82M -$0.098M $51.74M
Cash from financing -$67.02M -$137.25M -$168.57M
Net change in cash $75.94M $82.67M -$75.72M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.