PWP at a glance
Perella Weinberg Partners (PWP, SEC CIK 1777835) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Perella Weinberg Partners (PWP) reported revenue of $750.9 million (down 14.5% from FY2024) and net income of $35.5 million. Diluted EPS was $0.47.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Perella Weinberg Partners (PWP) shares worth $520.4 million in 13F-HR filings.
- In the last 90 days, PWP insiders reported 0 open-market purchases ($0) and 3 open-market sales ($4.1M) on Form 4, a net sale of $4.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $750.9M
- −14.5% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$4.1M
- 13F holders
- 28 funds
- $520.4M · +2 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 3.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Global independent advisory firm providing strategic, financial advice, M&A, restructuring, capital markets, and private funds advisory
- Emphasis on ESG leadership with formal board oversight on Environmental, Social, and Governance initiatives this year
- Strategic focus on expanding advisory business depth and breadth via talent acquisition and geographic market growth
- Employee count increased to 736 as of December 31, 2025, including 549 advisory professionals and 75 advisory partners
- Operating income $48.0 million in 2025 vs operating losses in prior years, reflecting amortization completion of equity-based awards
Risk Factors
- Regulatory risk: Compliance with multiple jurisdictional regulatory capital requirements (US, UK, Canada, France) may restrict fund flows among affiliates
- Macroeconomic risk: Revenues down 14% YoY to $750.9M in 2025 due to fewer/smaller M&A transactions amid adverse market conditions
- Operational risk: Revenue timing unpredictable because advisory fees depend on transaction completion requiring regulatory/board approvals and court approvals in restructurings
- Competitive risk: Client losses due to competition from other financial services firms and client management changes, with total advisory clients down 34 to 187 in 2025
- Financial risk: $93.5M due under tax receivable agreement, representing significant contingent liability from business combination and unit exchanges
Management Discussion & Analysis
- No forward-looking management outlook or guidance mentioned
AI summary of the PWP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Filing excerpt ends before quarterly financial results, profitability, segments, cash flow, or outlook disclosures
Risk Factors
- No risk-factors section provided; supplied text covers equity repurchases, securities issuances, and exhibits
- Devon Park acquisition consideration: 3,781 Class A shares issued April 15, 2026
- Remaining Devon Park consideration: 1,065,110 shares payable in installments through third quarter 2027
- Repurchase authorization: $200.0 million, with $60,167,441 remaining as of June 30, 2026
- No director or officer adopted, modified, or terminated trading arrangements during the quarter
AI summary of the PWP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 3.02: Unregistered Sales of Equity Securities
- PWP issued 1,999,015 Class A shares, increasing publicly traded equity through partnership-unit exchanges
- Exchange involved 1,997,030 PWP OpCo units and 1,997,030 Class B shares held by limited partners
Item 8.01: Other Events
- Registration for resale of 1,127,529 Class A common shares by certain stockholders
- Potentially increased public float and selling pressure as shares enter the market
Item 2.02: Results of Operations and Financial Condition
- Q2 FY2026 results covered quarter ended June 30, 2026
- Press release issued July 31, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $156.5M, up 1% YoY, with stronger M&A offsetting weaker financing and capital-solutions activity
- Adjusted EPS $0.20 versus $0.09, despite GAAP diluted EPS of $0.06 after $13.8M of business realignment costs
AI summaries of PWP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PWP
Don't miss the next PWP filing
- Alerts as it files. A push when PWP files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PWP, by share count.
- Ask anything. An AI agent that reads every PWP filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| PWP VoteCo Professionals LP | J | Sep 1, 2026 | 1,997,030 | $0.02 |
| Becker Dietrich | M | Aug 31, 2026 | 968,964 | - |
| Weinberg Peter A | M | Aug 31, 2026 | 680,336 | - |
| STEEL ROBERT K | F | Aug 31, 2026 | 15,298 | $16.98 |
| Gottschalk Alexandra | F | Aug 31, 2026 | 1,626 | $16.98 |
| Gottschalk Alexandra | M | Aug 31, 2026 | 4,000 | - |
| STEEL ROBERT K | M | Aug 31, 2026 | 30,000 | - |
| Weinberg Peter A | M | Aug 31, 2026 | 680,336 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $648.7M | $878.0M | $750.9M |
| Operating Income | - | -$78.5M | $48.0M |
| Net Income | -$17.2M | -$64.7M | $35.5M |
| Op. Margin | - | -8.9% | 6.4% |
| Net Margin | -2.7% | -7.4% | 4.7% |
| Balance Sheet | |||
| Total Assets | - | $876.8M | $797.6M |
| Equity | - | -$421.4M | -$127.4M |
| ROE | - | 15.4% | -27.9% |
| Per Share | |||
| EPS | $-1.33 | $-1.22 | $0.47 |
| Cash Flow | |||
| Operating CF | - | $223.4M | $34.8M |
| CapEx | $57.6M | $16.4M | $4.3M |
Source: XBRL data in Perella Weinberg Partners (PWP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PWP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $520.4M |
| Q1 2026 | 26 | $582.3M |
| Q4 2025 | 25 | $534.6M |
| Q3 2025 | 26 | $650.0M |
| Q2 2025 | 27 | $542.3M |
| Q1 2025 | 23 | $370.0M |
| Q4 2024 | 20 | $451.6M |
| Q3 2024 | 17 | $116.8M |
- BlackRock+689.9K (+14%)
- Ameriprise Financial+301.8K (+15%)
- Vanguard Capital Management LLC+270.9K (+10%)
- State Street Corp+264.3K (+15%)
- Bank of America Corp+198.6K (+15%)
- Franklin Resources−1.33M (-99%)
- FMR LLC (Fidelity)−146.9K (-1%)
- AQR Capital Management−120.2K (-78%)
- WESTWOOD HOLDINGS GROUP INC−97.7K (-5%)
- Goldman Sachs Group−75.4K (-4%)
- Allstate+22.3K
- Millennium Management+13.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 192 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PWP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| SC 13G | Aug 3, 2026 | - | - | |
| SC 13G | Aug 3, 2026 | - | - | |
| SC 13G | Aug 3, 2026 | - | - | |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - |
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PWP SEC filings: frequently asked questions
Are PWP insiders buying or selling?
In the last 90 days, Perella Weinberg Partners (PWP) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $4.1 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PWP stock?
As of June 30, 2026, the largest Perella Weinberg Partners (PWP) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($158.0 million), BlackRock ($87.2 million), Vanguard Capital Management LLC ($48.4 million), Ameriprise Financial ($36.2 million), State Street Corp ($32.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PWP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Perella Weinberg Partners (PWP) reported revenue of $750.9 million (down 14.5% from FY2024) and net income of $35.5 million. Diluted EPS was $0.47. The figures come from the XBRL data in the 10-K.
What are the main risks in PWP's latest 10-K?
In the 10-K filed February 27, 2026, Perella Weinberg Partners (PWP) flagged: Regulatory risk: Compliance with multiple jurisdictional regulatory capital requirements (US, UK, Canada, France) may restrict fund flows among affiliates. Macroeconomic risk: Revenues down 14% YoY to $750.9M in 2025 due to fewer/smaller M&A transactions amid adverse market conditions. (AI summary of the Risk Factors section.)
What did PWP report in its latest 8-K?
Perella Weinberg Partners (PWP) filed an 8-K on September 3, 2026 reporting Item 3.02 (Unregistered Sales of Equity Securities). PWP issued 1,999,015 Class A shares, increasing publicly traded equity through partnership-unit exchanges.
What are the latest PWP SEC filings?
Perella Weinberg Partners (PWP) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 3, 2026.
What is PWP's SEC CIK number?
Perella Weinberg Partners (PWP)'s SEC Central Index Key (CIK) is 1777835. EDGAR lists every PWP filing under that number.
Ask anything about PWP
The research agent reads PWP's filings, financials, insider trades and 13F holders, then answers with sources.