13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
PXED

PHOENIX ED PARTNERS INC

83 institutions still hold PHOENIX ED PARTNERS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 718968100·83 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.8%
vs prior quarter
13F value held
$898M
75.0% inst. owned
of float
Holders
83
+21 QoQ
filers reporting
Activity
+77 / −6
+997 added · −770 reduced
this quarter
Concentration
87.24%
Apollo Management Holdings, L.P. #1
top holder share
AI Holders Summary · Q1 2026

83 institutions reported PXED in Q1 2026. Apollo Management Holdings, L.P. leads at 87.2% of the visible book. +21 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Apollo Management Holdings, L.P.
CIK 0001449434
$783M24.9M10.30%Q1 202602
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$21M677K0.01%Q1 202603
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$16M501K0.00%Q1 202604
BlackRock, Inc.
CIK 0002012383
$10M332K0.00%Q1 202605
First Eagle Investment Management, LLC
CIK 0001325447
$9M276K0.01%Q1 202606
Alyeska Investment Group, L.P.
CIK 0001453072
$8M264K0.02%Q4 202507
FIL Ltd
CIK 0000318989
$8M250K0.01%Q1 202608
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$7M235K0.00%Q1 202609
MARSHALL WACE, LLP
CIK 0001318757
$6M202K0.01%Q4 202510
CITADEL ADVISORS LLC
CIK 0001423053
$5M178K0.00%Q4 202511
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$3M111K0.00%Q1 202612
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
CIK 0000898286
$3M107K0.01%Q1 202613
STATE STREET CORP
CIK 0000093751
$3M98K0.00%Q1 202614
FMR LLC
CIK 0000315066
$3M92K0.00%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M67K0.00%Q1 202616
Bastion Asset Management Inc.
CIK 0001977794
$2M68K0.64%Q1 202617
Curated Wealth Partners LLC
CIK 0001781284
$2M65K0.26%Q1 202618
SEVEN GRAND MANAGERS, LLC
CIK 0001909126
$2M50K0.11%Q1 202619
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$1M46K0.00%Q1 202620
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$1M46K0.00%Q1 2026
Page 1 of 5
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