Phoenix Education Partners Ownership | Who Owns Phoenix Education Partners?

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Phoenix Education Partners Ownership Summary

Phoenix Education Partners is owned by 5.75% institutional investors, 2.22% insiders, and 92.03% retail investors. Apollo management is the largest institutional shareholder, holding 69.60% of PXED shares. Van Berkom Sm-Cap Eq is the top mutual fund, with 3.56% of its assets in Phoenix Education Partners shares.

PXED Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phoenix Education Partners	5.75%	2.22%	92.03%
Sector	Consumer Defensive Stocks	48.88%	17.14%	33.98%
Industry	Education Stocks	40.05%	13.81%	46.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Apollo management	24.90M	69.60%	$783.40M
Van berkom & associates	1.37M	3.83%	$43.11M
Massachusetts financial services co /ma/	677.33K	1.89%	$21.31M
Wellington management group llp	501.12K	1.40%	$15.77M
Blackrock funding, inc. /de	332.11K	0.93%	$10.45M
First eagle investment management	275.81K	0.77%	$8.68M
Fil	250.00K	0.70%	$7.87M
Alyeska investment group	243.56K	0.68%	$7.66M
Victory capital management	235.32K	0.66%	$7.40M
Citadel advisors	147.17K	0.41%	$4.63M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Apollo management	24.90M	10.30%	$783.40M
Van berkom & associates	1.37M	1.42%	$43.11M
R squared	9.54K	0.16%	$300.07K
Harbor advisors	10.00K	0.05%	$314.60K
Readystate asset management lp	21.85K	0.03%	$687.53K
Alyeska investment group	243.56K	0.02%	$7.66M
State of wyoming	4.80K	0.02%	$150.88K
First eagle investment management	275.81K	0.01%	$8.68M
Xtx topco	16.06K	0.01%	$505.28K
Massachusetts financial services co /ma/	677.33K	0.01%	$21.31M

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	501.12K	0.00%	152.64K
Vanguard group	118.01K	0.00%	118.01K
First eagle investment management	275.81K	0.01%	95.66K
Blackrock funding, inc. /de	332.11K	0.00%	68.21K
Goldman sachs group	67.32K	0.00%	58.77K

Top Sellers

Holder	Shares	% Assets	Change
Loomis sayles & co l p	-	-	-237.33K
Fmr	92.16K	0.00%	-194.79K
Marshall wace, llp	-	-	-120.73K
Caisse de depot et placement du quebec	-	-	-107.29K
Van berkom & associates	1.37M	1.42%	-107.29K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard group	118.01K	0.00%	118.01K	$3.58M
Millennium management	46.17K	0.00%	46.17K	$1.45M
American century companies	40.26K	0.00%	40.26K	$1.27M
Two sigma investments, lp	27.61K	0.00%	27.61K	$868.77K
Vanguard fiduciary trust	25.44K	0.00%	25.44K	$800.37K

Sold Out

Holder	Change
Mai capital management	-8.00
Root financial partners	-23.00
Amalgamated bank	-156.00
Quarry lp	-237.00
Balyasny asset management	-2.81K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	32	-50.77%	2,056,643	-93.29%	5	0.08%	21	-67.69%	5	-
Dec 31, 2025	31	-	3,969,257	-	11	-	31	-	-	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Van Berkom Sm-Cap Eq	1.28M	3.56%	-15.75K
First Eagle Small Cap Opportunity I	365.25K	1.01%	1.60K
First Eagle US Small Cap Strategy	365.25K	1.01%	125.28K
MFS New Discovery Value I	304.75K	0.85%	-8.83K
Fidelity Small Cap America Sr B	250.00K	0.70%	-
Vanguard Total Stock Mkt Idx Inv	173.40K	0.48%	173.40K
Vanguard Morn Total Stk Mkt Idx Investor	173.40K	0.48%	173.40K
Bridge Builder Small/Mid Cap Value	143.93K	0.40%	-
iShares Russell 2000 ETF	138.72K	0.38%	-2.50K
Avantis US Small Cap Value ETF	103.33K	0.29%	850.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 15, 2025	Nisar Adnan A.		Sell	$3.16M
Oct 15, 2025	Nesbitt Martin H.		Sell	$3.16M
Oct 15, 2025	TVG-I-E-AEG Holdings, LP	-	Sell	$3.16M
Oct 10, 2025	Nisar Adnan A.		Sell	$21.03M
Oct 10, 2025	Nesbitt Martin H.		Sell	$21.03M

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	6

PXED Ownership FAQ

Who Owns Phoenix Education Partners?

Phoenix Education Partners shareholders are primarily institutional investors at 5.75%, followed by 2.22% insiders and 92.03% retail investors. The average institutional ownership in Phoenix Education Partners's industry, Education Stocks , is 40.05%, which Phoenix Education Partners falls below.

Who owns the most shares of Phoenix Education Partners?

Phoenix Education Partners’s largest shareholders are Apollo management (24.9M shares, 69.60%), Van berkom & associates (1.37M shares, 3.83%), and Massachusetts financial services co /ma/ (677.33K shares, 1.89%). Together, they hold 75.32% of Phoenix Education Partners’s total shares outstanding.

Does Blackrock own Phoenix Education Partners?

BlackRock is not among the top 10 institutional shareholders of Phoenix Education Partners.

Who is Phoenix Education Partners’s biggest shareholder by percentage of total assets invested?

Apollo management is Phoenix Education Partners’s biggest shareholder by percentage of total assets invested, with 10.30% of its assets in 24.9M Phoenix Education Partners shares, valued at 783.4M$.

Who is the top mutual fund holder of Phoenix Education Partners shares?

Van Berkom Sm-Cap Eq is the top mutual fund holder of Phoenix Education Partners shares, with 3.56% of its total shares outstanding invested in 1.28M Phoenix Education Partners shares.

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