NORDEN GROUP LLC PJT — PJT PARTNERS INC

Ownership history in NORDEN GROUP LLC  ·  10 quarters on record

AI Ownership Summary

NORDEN GROUP LLC reported PJT PARTNERS INC (PJT) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.1% in 2024 Q4. The latest visible filing shows PJT at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORDEN GROUP LLC's position in PJT PARTNERS 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
2026 Q3

PJT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q4

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 2026 Q3

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.

PJT stock page NORDEN GROUP LLC fund profile NORDEN GROUP LLC full holdings
How NORDEN GROUP LLC held PJT — position size vs. price
% of Fund (quarterly)    PJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,204 -403 -11.2% 0.03% $457K 2026-10-20 $136.94
2026 Q2 ADDED — — — 3,607 +57 +1.6% 0.04% $544K 2026-07-29 $164.85
2026 Q1 REDUCED 16.4% +4.0% ❌ 3,550 -695 -16.4% 0.05% $496K 2026-04-15 $162.61
2025 Q4 REDUCED — — — 4,245 -122 -2.8% 0.07% $710K 2026-01-13 $176.40
2025 Q3 REDUCED — — — 4,367 -95 -2.1% 0.08% $776K 2025-10-15 $175.29
2025 Q2 REDUCED — — — 4,462 -60 -1.3% 0.08% $736K 2025-07-15 $177.41
2025 Q1 REDUCED 15.8% +19.9% ❌ 4,522 -850 -15.8% 0.07% $623K 2025-05-07 $141.00
2024 Q4 ADDED — — — 5,372 +2,911 +118.3% 0.10% $848K 2025-02-05 $174.98
2024 Q3 REDUCED 84.6% +18.0% ❌ 2,461 -13,547 -84.6% 0.04% $328K 2024-10-17 $147.96
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PJT

As of 2026 Q3 — sorted by position size

WASATCH ADVISORS LP 3Y 7Y 1.43% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.67% TRUST CO OF TOLEDO NA /OH/ 3Y 7Y 0.17% Portside Wealth Group, LLC 3Y 0.11% First Bank & Trust 3Y 7Y 0.1% GK Wealth Management LLC 0.05% DIVERSIFY WEALTH MANAGEMENT, LLC 0.04% Diversify Advisory Services, LLC 0.04% Balboa Wealth Partners 3Y 0.03% Amplius Wealth Advisors, LLC 3Y 0.02%

FAQ About NORDEN GROUP LLC and PJT

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

How long has NORDEN GROUP LLC reported owning PJT?

NORDEN GROUP LLC reported PJT across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported PJT position in NORDEN GROUP LLC's portfolio?

The largest reported portfolio weight for PJT was 0.10% in 2024 Q4.

What is the latest reported PJT position on this page?

The most recent filing on this page is 2026 Q3, when NORDEN GROUP LLC reported 3,204 shares, equal to 0.03% of portfolio, with an estimated market value of $457K.

What does the chart on this PJT ownership page compare?

The chart compares NORDEN GROUP LLC's quarterly PJT 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 NORDEN GROUP LLC time their PJT position?

Based on 13F filing dates vs. subsequent PJT price moves, NORDEN GROUP LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on PJT relative to SPY over the holding period was -2.0%.

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