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PWP · Perella Weinberg Partners
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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PWP

Perella Weinberg Partners
FINANCIAL SERVICES · FINANCE SERVICES · CIK 0001777835
CONGRESS · 1FORM 144 · 3☆ WATCH
INSIDER NET · 180D
-$7.7M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
1
FUNDS ADDED · QTR
101
13F, latest reported quarter
REVENUE GROWTH
-14.5%
XBRL, annual
NET MARGIN
4.7%
CONVERSIONS · 180D
9
codes C/M, not in net · $0 priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$7.7M over 180 days
-$5.7M over 90 days
below 75% of Financial Services
CONGRESS
1 member bought in the last year
the lowest in Financial Services
FUNDS
101 funds added or opened last quarter
more than 60% of Financial Services
REVENUE
-14.5% year over year
below 78% of Financial Services
MARGIN
4.7% net margin
more than 50% of Financial Services
BUYBACKS
no share repurchases reported
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$7.7M across 3 people in 180 days.
101 funds added or opened positions in the latest 13F quarter, of 167 holders.
1 member of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -24.0%
-24.0%12M
-32%-17%-3%+12%2025-092025-102025-122026-032026-052026-072026-09 2025-09-09 · STEEL ROBERT K sold $2.0M2026-06-12 · STEEL ROBERT K sold $1.6M2025-09-11 · STEEL ROBERT K sold $1.6M2026-08-06 · Bednar Andrew sold $1.4M2026-08-07 · Bednar Andrew sold $1.4M2026-08-05 · Bednar Andrew sold $1.4M2025-09-10 · STEEL ROBERT K sold $1.1M2026-05-05 · Gottschalk Alexandra sold $1.0M2026-05-19 · Gottschalk Alexandra sold $769.8K2026-05-20 · Gottschalk Alexandra sold $244.8K2026-08-07 · ANDREW BEDNAR filed to sell $1.4M2026-08-06 · ANDREW BEDNAR filed to sell $1.4M2026-08-05 · ANDREW BEDNAR filed to sell $1.4M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $7.7M sold by insiders over 180 days, 101 funds added last quarter, 1 Congress member(s) bought in 12 months, $4.1M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWDAVEGS
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Perella Weinberg Partners insiders sold a net $7.7M of stock across 52 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Bednar Andrew
Chairman and CEO
SELL
2026-08-07
77,753.0
$1.4M
Bednar Andrew
Chairman and CEO
SELL
2026-08-06
80,045.0
$1.4M
Bednar Andrew
Chairman and CEO
SELL
2026-08-05
77,899.0
$1.4M
STEEL ROBERT K
Director
SELL
2026-06-12
100,000.0
$1.6M
Gottschalk Alexandra
Chief Financial Officer
SELL
2026-05-20
14,018.0
$244.8K
52 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
FMR LLC
9,897,191.0 sh
$158.0M
BlackRock, Inc.
5,465,698.0 sh
$87.2M
WELLINGTON MANAGEMENT GROUP LLP
5,189,199.0 sh
$82.8M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
4,390,541.0 sh
$70.1M
Nuveen, LLC
3,601,078.0 sh
$57.5M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
ANDREW BEDNAR
FILED 2026-08-07
$1.4M
ANDREW BEDNAR
FILED 2026-08-06
$1.4M
ANDREW BEDNAR
FILED 2026-08-05
$1.4M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Ranger Micro Cap Fund
$288.2K POSITION · AS OF 2026-04-30
2.5%
Rockefeller US Small Cap Core Fund
$2.4M POSITION · AS OF 2026-02-28
2.5%
Wasatch Micro Cap Value Fund
$6.4M POSITION · AS OF 2026-03-31
2.0%
GRANDEUR PEAK US STALWARTS FUND
$349.9K POSITION · AS OF 2026-04-30
2.0%
Hartford Schroders US Small Cap Opportunities Fund
$3.1M POSITION · AS OF 2026-04-30
1.7%
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
$7.2M POSITION · AS OF 2026-03-31
1.7%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Andrew Bednar
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$5.1M
-$16.0M
$3.3M
+47%
+51%
2024
$27.4M
$85.7M
$4.3M
+100%
+31%
2023
$12.4M
$24.9M
$8.3M
+1%
+0%
2022
$6.8M
-$9.5M
$5.8M
-21%
-11%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$750.9M$878.0M$648.7M$631.5M
OPERATING INCOME$48.0M$-78.5M$-115.1M$-47.7M
NET INCOME$48.0M$-89.0M$-112.0M$-32.0M
EPS (DILUTED)0.47-1.22-1.33-0.46
OPERATING CASH FLOW$34.8M$223.4M$145.9M$-17.8M
CASH$255.9M$331.6M$247.2M$171.6M
DIVIDENDS PAID$22.9M$20.3M$13.1M$12.8M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →