CONWAY CAPITAL MANAGEMENT, INC. BX — BLACKSTONE GROUP INC

Ownership history in CONWAY CAPITAL MANAGEMENT, INC.  ·  6 quarters on record

AI Ownership Summary

CONWAY CAPITAL MANAGEMENT, INC. reported BLACKSTONE GROUP INC (BX) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.42% in 2025 Q3. The latest visible filing shows BX at 2.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONWAY CAPITAL MANAGEMENT, INC.'s position in BLACKSTONE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BX was reported at 2.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BX stock page CONWAY CAPITAL MANAGEMENT, INC. fund profile CONWAY CAPITAL MANAGEMENT, INC. full holdings
How CONWAY CAPITAL MANAGEMENT, INC. held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 33,790 — 0% 2.21% $5.2M 2026-02-14 (Est.) $129.86
2025 Q3 ADDED — — — 33,790 +785 +2.4% 2.42% $5.8M 2025-10-23 $151.85
2025 Q2 REDUCED — — — 33,005 -925 -2.7% 2.21% $4.9M 2025-07-29 $172.42
2025 Q1 ADDED — — — 33,930 +17,542 +107.0% 2.37% $4.7M 2025-04-17 $126.10
2024 Q4 REDUCED 35.8% -18.2% ✅ 16,388 -9,122 -35.8% 1.25% $2.8M 2025-01-21 $174.06
2024 Q3 INITIATED — — — 25,510 — — 1.21% $1.7M 2024-12-03 $178.52

🏢 Other funds also holding BX

As of 2026 Q1 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 23.08% Highlander Partners, L.P. 3Y 10.74% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 7.21% Grange Capital, LLC 5.54% CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.47% Tranquility Partners, LLC 3Y 4.02% Randolph Co Inc 3Y 7Y 3.62% Point Windward Advisors Inc. 3Y 7Y 3.54% J. L. Bainbridge & Co., Inc. 3Y 7Y 3.21% GFG Capital, LLC 3Y 3.0%

FAQ About CONWAY CAPITAL MANAGEMENT, INC. and BX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONWAY CAPITAL MANAGEMENT, INC. reported owning BX?

CONWAY CAPITAL MANAGEMENT, INC. reported BX across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BX position in CONWAY CAPITAL MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for BX was 2.42% in 2025 Q3.

What is the latest reported BX position on this page?

The most recent filing on this page is 2025 Q4, when CONWAY CAPITAL MANAGEMENT, INC. reported 33,790 shares, equal to 2.21% of portfolio, with an estimated market value of $5.2M.

What does the chart on this BX ownership page compare?

The chart compares CONWAY CAPITAL MANAGEMENT, INC.'s quarterly BX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CONWAY CAPITAL MANAGEMENT, INC. time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, CONWAY CAPITAL MANAGEMENT, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BX relative to SPY over the holding period was -31.5%.

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