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The company

Perella Weinberg Partners

PWP · Nasdaq

FinancialsCapital Markets & Asset ManagementNot moving yet

PWP stood above a rising 150-day average in 5 of the last 52 weekly readings, and has been out of that trend for the last 35 weeks. It is 21.6% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 35
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$15.4M
Officials’ trades on record
3
Institutions holding
159 (+4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 5 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$17.5M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

3 disclosed lines: House 3, Senate 0, executive 0; 2 people.

WhoDidAmountTraded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k29 May 2026filed 8 Jun 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k15 Jan 2026filed 13 Feb 2026
Josh Gottheimer House: U.S. House ClerkNJ05boughtjoint$1k–$15k7 Mar 2024filed 7 Apr 2024

Insiders

Buy orders, 12 months0
Sale orders, 12 months7
Buyers · sellers0 · 3
WhoDidSharesTraded
Andrew BednarChairman and CEOsold77,753at $17.417 Aug 2026filed 7 Aug 2026
Andrew BednarChairman and CEOsold80,045at $17.176 Aug 2026filed 7 Aug 2026
Andrew BednarChairman and CEOsold77,899at $17.365 Aug 2026filed 7 Aug 2026
Robert K. SteelDirectorsold100,000at $15.7612 Jun 2026filed 16 Jun 2026
Alexandra GottschalkChief Financial Officersold14,018at $17.4620 May 2026filed 20 May 2026
Alexandra GottschalkChief Financial Officersold43,788at $17.5819 May 2026filed 20 May 2026
Alexandra GottschalkChief Financial Officersold51,671at $19.745 May 2026filed 7 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders159+4 on the quarter
New · exited30 · 25
Reported value$1.2B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
FMR LLCreduced · filed 13 Aug 20269,897,191$158.0M-146,891−1.5%
BlackRock, Inc.added · filed 7 Aug 20265,465,698$87.2M+689,922+14.4%
WELLINGTON MANAGEMENT GROUP LLPadded · filed 14 Aug 20265,189,199$82.8M+1,263,345+32.2%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCadded · filed 12 Aug 20264,390,541$70.1M+314,228+7.7%
Nuveen, LLCadded · filed 11 Aug 20263,601,078$57.5M+625,621+21.0%
ADAGE CAPITAL PARTNERS GP, L.L.C.added · filed 14 Aug 20263,311,618$52.9M+699,760+26.8%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20263,032,455$48.4M+270,937+9.8%
Capital World Investorsadded · filed 12 Aug 20262,675,588$42.7M+72,993+2.8%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.added · filed 14 Aug 20262,549,221$40.7M+1,300,085+104.1%
Boston Partnersadded · filed 4 Aug 20262,543,113$40.6M+559,269+28.2%
31 Mar 2023 – 30 Jun 2026
83120157Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

PWP VoteCo Professionals LP Company insiderDirector · last 1 Sep 20260 · 0
Alexandra Gottschalk Company insiderCFO and COO · last 31 Aug 20260 · 3
Andrew Bednar Company insiderChairman and CEO · last 31 Aug 20260 · 4
Dietrich Becker Company insiderPresident · last 31 Aug 20260 · 2
Peter A. Weinberg Company insiderDirector · last 31 Aug 20260 · 12
Robert K. Steel Company insiderDirector · last 31 Aug 20260 · 9
Gilbert Ray Cisneros, Jr. HouseCA31 · last 29 May 20262 · 0
Elizabeth C. Fascitelli Company insiderDirector · last 27 May 20260 · 0
Houda Dabboussi Company insiderDirector · last 27 May 20260 · 0
Jorma J. Ollila Company insiderDirector · last 27 May 20260 · 0
Kristin W. Mugford Company insiderDirector · last 27 May 20260 · 0
Roy Edwin Bennett Company insiderDirector · last 27 May 20260 · 0

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 20256.4%
Free cash flow marginFY 2025 · to 31 Dec 20254.1%
Cash conversionFY 2025 · to 31 Dec 202598.1%
Cash and equivalentsFY 2025 · to 31 Dec 2025$255.9M
Free cash flowFY 2025 · to 31 Dec 2025$30.5M

Analyst forecasts

No analyst forecasts yet.