PX — P10 INC

Ownership history in Phase 2 Partners, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Phase 2 Partners, LLC reported a position in P10 INC (PX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.46% (2024 Q3)
Avg. % of fund
3.66%
First filed
2024 Q1
Last filed
2024 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 457,585 -247,143 -35.1% 4.33% $5.8M $12.39
2024 Q3 ADDED 704,728 +55,496 +8.5% 4.46% $7.5M $10.49
2024 Q2 ADDED 649,232 +71,653 +12.4% 3.31% $5.5M $8.28
2024 Q1 INITIATED 577,579 — — 2.54% $4.9M —
% of Fund (quarterly)    PX price (monthly, adj. close)

Other funds also holding PX

As of 2025 Q4 — sorted by position size

Samjo Management, LLC 2.08% Guardian Wealth Management, Inc. 3Y 1.15% Seed Wealth Management, Inc. 3Y 1.13% Lombard Odier Asset Management (Europe) Ltd 3Y 7Y 0.81% Grandeur Peak Global Advisors, LLC 3Y 7Y 0.6% River Road Asset Management, LLC 3Y 7Y 0.55% FJ Capital Management LLC 3Y 7Y 0.5% Lombard Odier Asset Management (Switzerland) SA 3Y 7Y 0.4% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.12% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.07%
← Back to Phase 2 Partners, LLC Holdings