Financial Services • Capital Markets
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally.
It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries. The company serves public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries. Perella Weinberg Partners is headquartered in New York, New York.
Company profile from EODHD, stored Nov 1, 2026.
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Sep 2026filed Oct 30, 2026 | $251.4M | +52.7% | $17.6M |
| Jun 2026filed Jul 31, 2026 | $156.5M | +0.8% | $5.3M |
| Mar 2026filed May 1, 2026 | $148.9M | -29.7% | $1.5M |
| Dec 2025filed Feb 27, 2026 | $219.2M | -2.9% | $9.4M |
| Sep 2025filed Nov 7, 2025 | $164.6M | -40.8% | $6.0M |
| Jun 2025filed Aug 1, 2025 | $155.3M | -42.9% | $2.7M |
| Mar 2025filed May 2, 2025 | $211.8M | +107.4% | $17.3M |
| Dec 2024filed Feb 27, 2025 | $225.7M | +6.1% | $20.8M |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Feb 27, 2026 | $750.9M | -14.5% | $35.5M |
| Dec 2024filed Feb 27, 2025 | $878.0M | +35.4% | -$64.7M |
| Dec 2023filed Feb 23, 2024 | $648.7M | +2.7% | -$17.2M |
| Dec 2022filed Feb 28, 2023 | $631.5M | -21.2% | $17.9M |
| Dec 2021filed Mar 11, 2022 | $801.7M | +54.5% | $4.0M |
| Dec 2020filed May 4, 2021 | $519.0M | -2.7% | -$24.3M |
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched PWP. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
8,826,991 shares short
+502,552 shares (+6%) vs Sep 30, 2026
12.8% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
8,324,439 shares short
+1,464,011 shares (+21.3%) vs Sep 15, 2026
12.2% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
6,860,428 shares short
-2,014,273 shares (-22.7%) vs Aug 31, 2026
10% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
8,874,701 shares short
+1,287,733 shares (+17%) vs Aug 14, 2026
13% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
7,586,968 shares short
+299,814 shares (+4.1%) vs Jul 31, 2026
11.1% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
7,287,154 shares short
-853,554 shares (-10.5%) vs Jul 15, 2026
10.7% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
See the recorded cash amounts and dates behind PWP’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
USD 0.07 per share
Ex-dividend date: Nov 24, 2026 (future recorded date)
Recorded pay date: Dec 8, 2026 (pending)
Cash dividend · Polygon event record
USD 0.07 per share
Ex-dividend date: Aug 28, 2026
Recorded pay date: Sep 10, 2026 (past date)
Cash dividend · Polygon event record
USD 0.07 per share
Ex-dividend date: Jun 1, 2026
Recorded pay date: Jun 15, 2026 (past date)
Cash dividend · Polygon event record
USD 0.07 per share
Ex-dividend date: Feb 17, 2026
Recorded pay date: Mar 9, 2026 (past date)
Cash dividend · Polygon event record
USD 0.07 per share
Ex-dividend date: Nov 17, 2025
Recorded pay date: Dec 15, 2025 (past date)
Cash dividend · Polygon event record
USD 0.07 per share
Ex-dividend date: Aug 29, 2025
Recorded pay date: Sep 10, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
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We’ll show you if PWP is in your portfolio and how much it contributes.
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13 smart-money holders: institutions with a high Holder IQ
Smart-money 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
163 filers reported a long position in PWP for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
54%
of the 79M shares 13-F filers reported
Moves vs Q1 2026
9 added1 trimmed
Net shares held
+15.3%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | FMR LLC | $158M · 9.9M shares | 9.9M | -1.5% |
| 2 | BlackRock, Inc. | $87.2M · 5.5M shares | 5.5M | +14.4% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $82.8M · 5.2M shares | 5.2M | +32.2% |
| 4 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $70.1M · 4.4M shares | 4.4M | +7.7% |
| 5 | Nuveen, LLC | $57.5M · 3.6M shares | 3.6M | +21% |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $52.9M · 3.3M shares | 3.3M | +26.8% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $48.4M · 3M shares | 3M | +9.8% |
| 8 | Capital World Investors | $42.7M · 2.7M shares | 2.7M | +2.8% |
| 9 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $40.7M · 2.5M shares | 2.5M | +104.1% |
| 10 | Boston Partners | $40.6M · 2.5M shares | 2.5M | +28.2% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of PWP file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Nov 5, 2026 | TIAA CREF INVESTMENT MANAGEMENT LLC13G · passive · amended | 1.6%under 5% |
| Nov 5, 2026 | Nuveen Asset Management, LLC13G · passive · amended | 3.07%under 5% |
| Nov 5, 2026 | FMR LLC13G · passive · amended | 12.4% |
| Oct 30, 2026 | VANGUARD CAPITAL MANAGEMENT LLC13G · passive · amended | 4.67%under 5% |
| Aug 13, 2026 | WELLINGTON MANAGEMENT GROUP LLP13G · passive · amended | 7.3% |
| Aug 3, 2026 | TEACHERS ADVISORS, LLC13G · passive | 0.2%under 5% |
| Mar 27, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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