PWP β€” PERELLA WEINBERG PARTNERS

Ownership history in EMERALD ADVISERS, LLC  Β·  4 quarters on record

AI Ownership Summary

EMERALD ADVISERS, LLC reported PERELLA WEINBERG PARTNERS (PWP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.55% in 2025 Q3. The latest visible filing shows PWP at 0.53% 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 PWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EMERALD ADVISERS, LLC's position in PERELLA WEINBERG PARTNERS, 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

PWP was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% 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
2025 Q1 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.

How EMERALD ADVISERS, LLC held PWP β€” position size vs. price
% of Fund (quarterly)    PWP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 988,706 +185,052 +23.0% 0.53% $17.1M 2026-02-14 (Est.) $21.41
2025 Q3 ADDED 803,654 +235,448 +41.4% 0.55% $17.1M 2025-10-30 $18.69
2025 Q2 ADDED 568,206 +164,926 +40.9% 0.40% $11.0M 2025-08-04 $21.63
2025 Q1 INITIATED 403,280 β€” β€” 0.33% $7.4M 2025-05-01 $17.01

FAQ About EMERALD ADVISERS, LLC and PWP

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

How long has EMERALD ADVISERS, LLC reported owning PWP?

EMERALD ADVISERS, LLC reported PWP across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PWP position in EMERALD ADVISERS, LLC's portfolio?

The largest reported portfolio weight for PWP was 0.55% in 2025 Q3.

What is the latest reported PWP position on this page?

The most recent filing on this page is 2025 Q4, when EMERALD ADVISERS, LLC reported 988,706 shares, equal to 0.53% of portfolio, with an estimated market value of $17.1M.

What does the chart on this PWP ownership page compare?

The chart compares EMERALD ADVISERS, LLC's quarterly PWP 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.

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