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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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PXED — Fundamentals, Valuation & Ownership | QW Research

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Phoenix Education Partners, Inc (PXED)

Distributing

Institutional distribution: ownership decreased -0.78% quarter-over-quarter.

Data as of Q1 2026

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Institutional Ownership

84.9%

of shares outstanding · 80 funds hold it

Ownership Change

0.78 pts

institutions trimmed their stake last quarter

Crowding

85ᵗʰ pctl

more crowded than 85% of tracked stocks

Institutional Value

$913.3M

total position value across all 13F filers

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Crowding AnalysisCrowded

Holders80of 5,944

Avg: 68

Uncrowded85th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.83x

68th percentile

55 buying30 selling

+32

New

-15

Closed

-229,668

Net shares

Ownership Concentration

Top 5: 91.4%Top 10: 95.2%

Apollo Management Holdings, L.P.81.9%

Van Berkom & Associates4.5%

MASSACHUSETTS FINANCIAL SERVICES CO2.2%

WELLINGTON MANAGEMENT GROUP LLP1.6%

Others (75)8.6%

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 1.20%Max: 10.55%High conviction (>1%): 2

Apollo Management Holdings, L.P.

Van Berkom & Associates

MASSACHUSETTS FINANCIAL SERVICES CO

WELLINGTON MANAGEMENT GROUP LLP

First Eagle Investment Management,

Alyeska Investment Group, L.P.

VICTORY CAPITAL MANAGEMENT

CITADEL ADVISORS

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Institutional Trends (2 Quarters)

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

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Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisCrowded

Holders80of 5,944

Avg: 68

Uncrowded85th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.83x

68th percentile

55 buying30 selling

+32

New

-15

Closed

-229,668

Net shares

Ownership Concentration

Top 5: 91.4%Top 10: 95.2%

Apollo Management Holdings, L.P.81.9%

Van Berkom & Associates4.5%

MASSACHUSETTS FINANCIAL SERVICES CO2.2%

WELLINGTON MANAGEMENT GROUP LLP1.6%

Others (75)8.6%

We haven't collected financials for PXED yet, so it can't be scored against its Consumer Defensive peers.

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)