Exploring P10, Inc. (PX) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in P10, Inc. (PX) and why? As of December 31, 2024, P10's investor base includes over 3,800 investors across 50 states, 60 countries, and six continents. The company reported a successful 2024, with gross fundraising reaching $3.8 billion, a 23% increase in revenue, and a 17% rise in adjusted EBITDA. Major institutional holders like FMR, LLC held 6.28 million shares, River Road Asset Management, LLC with 4.86 million shares, and Vanguard Group Inc. with 4.54 million shares as of December 31, 2024. But what are the underlying motivations driving these investment decisions, and what does it signal for the future of P10 (PX)? Let's delve into the investor profile and explore the factors influencing their interest in this asset management firm.

P10, Inc. (PX) Who Invests in [Company Name] and Why?

P10, Inc. (PX) is a multi-asset class private markets solutions provider, offering a range of investment solutions including specialized funds, separate accounts, and co-investments across private equity, venture capital, private credit, and impact investing. As of December 31, 2024, P10 has a global investor base of over 3,800 investors across 50 states, 60 countries, and six continents. These investors include pension funds, endowments, foundations, corporate pensions, and financial institutions.

For more insights into P10, Inc.'s background, mission, and operations, you can explore this resource: P10, Inc. (PX): History, Ownership, Mission, How It Works & Makes Money

Here's a breakdown of the key investor types and their motivations for investing in P10, Inc. (PX):

• Institutional Investors: A significant portion of P10's shares are held by institutional investors. As of December 31, 2024, 56.90% of P10's shares were held by institutions. Top institutional holders include:
  • FMR, LLC: Holding 6.28 million shares, representing 8.39% of the outstanding shares, valued at $65,266,716.
  • River Road Asset Management, LLC: Holding 4.86 million shares, representing 6.49% of the outstanding shares, valued at $50,493,724.
  • Vanguard Group Inc: Holding 4.54 million shares, representing 6.07% of the outstanding shares, valued at $47,233,470.
  • Massachusetts Financial Services Co.: Holding 4.16 million shares, representing 5.56% of the outstanding shares, valued at $43,256,333.
  • Macquarie Group Limited: Holding 2.87 million shares, representing 3.84% of the outstanding shares, valued at $29,862,985.

  Institutional investors are attracted to P10, Inc. (PX) due to its:

  • Expertise in the middle and lower-middle markets.
  • Focus on long-term value creation.
  • Access to hard-to-access private funds.
  • Recurring management and advisory fees earned on committed capital, typically locked up for ten to fifteen years.
• Mutual Fund and ETF Holders: Mutual funds and exchange-traded funds (ETFs) also hold a notable percentage of P10's stock. Top mutual fund holders include:
  • Fidelity Securities Fund-Fidelity Small Cap Growth Fund: Holding 2.03 million shares, representing 2.71% of the outstanding shares, valued at $21,096,399.
  • Delaware Group Equity Funds V-Macquarie Small Cap Value Fund: Holding 1.92 million shares, representing 2.57% of the outstanding shares, valued at $20,016,057.
  • VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund: Holding 1.47 million shares, representing 1.96% of the outstanding shares, valued at $15,274,531.

  These funds invest in P10, Inc. (PX) to:

  • Gain exposure to the alternative asset management sector.
  • Diversify their portfolios with private market solutions.
  • Achieve risk-adjusted returns.
• Retail Investors: While institutional investors hold a significant portion, retail investors also participate in P10's stock ownership. These investors may be attracted to P10, Inc. (PX) due to:
  • Growth prospects in the alternative asset management industry.
  • Quarterly dividend of $0.035 per share on Class A and Class B common stock. The board of directors declared a quarterly cash dividend of $0.035 per share on Class A and Class B common stock, payable on December 20, 2024, to the holders of record as of the close of business on November 29, 2024.
  • Market capitalization of $1.24 billion.

P10, Inc.'s (PX) investment strategies include:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, aligning with P10's business model of long-term investment horizons.
• Value Investing: Some investors may see P10 as undervalued, with the stock trading at a discount.

P10, Inc. (PX) operates in the alternative asset management sector, specializing in multi-asset class private market solutions. The company generates revenue primarily from recurring management and advisory fees earned on committed capital, typically locked up for ten to fifteen years. This model ensures a recurring fee structure that is aligned with the sustained growth and performance of its private market investment solutions.

P10, Inc. (PX) offers a diversified approach by providing:

• Private Equity: Access to private equity opportunities across various market segments.
• Venture Capital: Early-stage investments and growth capital tailored for innovative ventures.
• Impact Investing: Investments with the dual aim of generating financial returns and positive societal impact.
• Private Credit: Direct and co-investment opportunities in credit markets to meet diversified funding needs.

P10 exceeded its 2024 financial and operating guidance, achieving $3.8 billion in gross fundraising, a 23% revenue increase, and a 17% rise in adjusted EBITDA. The company's fee-paying assets under management grew 10% to $25.7 billion.

P10's mission is to provide its investors differentiated access to a broad set of investment solutions that address their diverse investment needs within private markets.

The table above shows the top institutional holders of P10, Inc. (PX) as of December 31, 2024, along with their respective holdings, percentage ownership, and the value of their shares.

P10, Inc. (PX) Institutional Ownership and Major Shareholders of P10, Inc. (PX)

Institutional ownership in P10, Inc. (PX) provides insights into the stability and investor confidence in the company. Monitoring major shareholders and their transactions can indicate potential shifts in stock price and corporate strategy.

Here’s an overview of P10, Inc.'s institutional ownership:

• Top Institutional Investors: Identifying the largest institutional investors and their respective shareholdings in P10, Inc. (PX) is crucial. These major players often include investment firms, hedge funds, and pension funds.
• Changes in Ownership: Tracking whether institutional investors have increased, decreased, or maintained their positions recently can reveal sentiment shifts. Significant changes may correlate with strategic decisions or market conditions.
• Impact of Institutional Investors: Large institutional investors can exert considerable influence on a company’s stock price and strategic direction. Their actions often reflect deep research and confidence (or lack thereof) in the company’s prospects.

As of the data available, the following insights into P10, Inc.'s major shareholders and institutional ownership can be highlighted, bearing in mind that the most current data should always be consulted for up-to-date accuracy.

While specific, real-time data on institutional investors' current holdings and recent transaction activities in P10, Inc. (PX) requires continuously updated financial data feeds, examining publicly available financial news sources and investor relations reports can offer directional insights.

To gain a more detailed understanding of P10, Inc.'s background, mission, and operational strategies, consider exploring this resource: P10, Inc. (PX): History, Ownership, Mission, How It Works & Makes Money.

P10, Inc. (PX) Key Investors and Their Impact on P10, Inc. (PX)

Understanding who invests in P10, Inc. (PX) and why can offer valuable insights into the company's potential and stability. Examining the investor profile, including notable investors, their influence, and recent moves, helps stakeholders gauge market sentiment and potential future performance.

While specific, real-time details on all investors and their minute-by-minute trading activities are generally not public, we can look at institutional ownership and significant stakeholders to understand the investor landscape of P10, Inc. (PX). Recent major moves by institutional investors can signal confidence or concern about the company's direction.

Institutional investors often hold a significant percentage of a company's shares. These entities conduct thorough research before investing, and their actions can significantly impact stock prices and company strategies. Some of the institutional investors are:

• Royce & Associates LP
• BlackRock Fund Advisors
• Vanguard Group Inc

These firms make investment decisions based on extensive research and analysis, and their positions in P10, Inc. (PX) can reflect their confidence in the company’s long-term prospects. Monitoring their activity, such as increases or decreases in their holdings, can provide clues about evolving sentiments toward P10, Inc. (PX).

Here is a table summarizing the ownership of P10, Inc. (PX):

Significant insider ownership, as of the latest data, accounts for 14.74% of the company. Insider transactions, such as buying or selling shares, can provide signals about how company leadership views the stock's prospects. While sales don't always indicate a lack of confidence (they can be due to personal financial planning), significant insider buying can suggest strong belief in the company's future.

Activist investors can also play a role by pushing for changes in company strategy or management. While there's no readily available information about specific activist campaigns targeting P10, Inc. (PX), it's something to monitor as it can lead to significant shifts in company direction.

For further insights into the financial health of P10, Inc. (PX), consider exploring: Breaking Down P10, Inc. (PX) Financial Health: Key Insights for Investors

P10, Inc. (PX) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to P10, Inc. (PX) is crucial for assessing the company's stability and growth potential. Analyzing major shareholders' attitudes, recent market responses, and analyst perspectives provides a comprehensive view of the factors influencing P10, Inc.'s stock performance.

Investor Sentiment: The sentiment of major shareholders towards P10, Inc. (PX) plays a significant role in the stock's behavior. Positive sentiment often leads to increased investment and stock appreciation, while negative sentiment can cause sell-offs and price declines. While specific sentiment details can fluctuate, keeping an eye on major shareholders' actions and statements can provide valuable insights.

Recent Market Reactions: Market reactions to changes in ownership or large investor moves can significantly impact P10, Inc. (PX). For example, a substantial purchase by an institutional investor might signal confidence in the company's future, driving the stock price up. Conversely, a large sell-off could indicate concerns, leading to a price decrease.

Analyst Perspectives: Analysts' insights offer an informed view of how key investors influence P10, Inc.'s future. These perspectives often consider factors such as:

• Investment Strategies: How major investors' strategies align with P10, Inc.'s business model and growth plans.
• Risk Assessment: Evaluations of potential risks and opportunities associated with significant investor activity.
• Financial Performance: Projections of how investor actions might affect P10, Inc.'s financial results.

To delve deeper into P10, Inc.'s background, explore: P10, Inc. (PX): History, Ownership, Mission, How It Works & Makes Money

Understanding the ownership structure of P10, Inc. (PX) can provide insights into potential market impacts. Here’s a look at some key aspects:

• Ownership Concentration: The degree to which a small number of investors hold a large percentage of the company's shares. High concentration can lead to increased volatility if these investors make significant trades.
• Institutional vs. Retail Investors: The balance between institutional investors (e.g., hedge funds, pension funds) and retail investors. Institutional investors often have more resources for research and can influence market sentiment.
• Insider Ownership: The percentage of shares held by company insiders (e.g., executives, board members). High insider ownership can align management's interests with those of shareholders.

News and major ownership changes can trigger immediate market reactions. Monitoring these events helps in understanding short-term stock movements. Here are potential scenarios:

• New Investor Announcement: A new, prominent investor taking a significant stake can boost confidence.
• Earnings Reports: Major investors may adjust their positions based on quarterly earnings, influencing the stock price.
• Strategic Shifts: Announcements of mergers, acquisitions, or significant strategic changes can prompt investor reactions.

Analyst ratings and price targets can be influenced by major investor activity. For example, if a well-respected analyst upgrades P10, Inc. (PX) based on increased institutional investment, it can attract more buyers. Conversely, a downgrade following a large sell-off might deter potential investors.

Keeping an eye on these elements provides a more nuanced understanding of P10, Inc.'s market dynamics and investor behavior.