What is the 13F Pro Quality Score for PWP?

13F Pro ranks Perella Weinberg Partners (PWP) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PWP's current score at https://13fpro.ai/research/PWP (free sign-up required for the full ranking).

Which hedge funds own the most PWP stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of PWP include FMR, BlackRock,, WILLIAM BLAIR INVESTMENT MANAGEMENT,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/PWP as soon as new 13F filings post.

Where does 13F Pro source PWP data?

All Perella Weinberg Partners fundamentals and ownership data come directly from SEC EDGAR. Perella Weinberg Partners files with the SEC under CIK 1777835. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PWP in?

Perella Weinberg Partners (PWP) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is PWP research updated on 13F Pro?

PWP's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Perella Weinberg Partners(PWP)Stock Analysis

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13F Pro Quality Score

51.3/100

Rank #1,405 of 2,879 stocksTOP 50%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

70.6/100

Profitability

65.3/100

Balance Sheet

60.7/100

Earnings Quality

30.0/100

Free Cash Flow

12.5/100

Institutional Flow

95.0/100

Revenue Scale

42.1/100

Dilution Risk

12.6/100

PWP Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Perella Weinberg Partners (PWP), a Financials sector company. 13F Pro's AI-powered ranking engine scores PWP at 51.3/100 on a 32-signal composite quality model, placing it at rank #1,405 of 2,879 stocks — the top half of the AI-ranked universe. PWP scores in the top quartile across institutional flow (95.0). Areas of concern include free cash flow (12.5) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 12.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Perella Weinberg Partners reports quarterly revenue of $148.9M, net income of $1.5M, free cash flow of $-111.8M. Top institutional holders of PWP by reported 13-F value include FMR, BlackRock,, WILLIAM BLAIR INVESTMENT MANAGEMENT,, based on the most recent SEC filings. PWP trades on the Nasdaq exchange and files with the SEC under CIK 1777835. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PWP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Perella Weinberg Partners directly from SEC EDGAR. Perella Weinberg Partners's 13F Pro composite quality score has ranged between 8 and 68 since 2022, currently 51.3 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.

✦

Fun facts about Perella Weinberg Partners

Quirks, history, and lore behind PWP — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services firm · mid-cap · listed on Nasdaq · headquartered in New York City.
2
The Numbers
Annual revenues in the range of a few hundred million dollars, with a business model built almost entirely on advisory fees rather than lending or trading.
3
The History
Founded in 2006 by veterans of bulge-bracket investment banks, it went public on Nasdaq in 2021 as part of a wave of independent advisory shop listings.
4
The Secret
It operates as a pure-play independent advisory firm — no balance sheet risk, no underwriting — just highly paid bankers whispering advice on mergers, restructurings, and capital raises.
5
The Lore
The firm also runs a registered investment advisory arm managing money for institutions and wealthy families, making it a rarer dual-platform boutique on Wall Street.
6
The Giveaway
Named after two founding partners — Joseph Perella, a legendary M&A banker, and Peter Weinberg, grandson of Goldman Sachs titan Sidney Weinberg — it's a firm whose last name says old money twice.

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Revenue

Q1 2026

$148.9M

Net Income

Q1 2026

$1.5M

Free Cash Flow

Q1 2026

$-111.8M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-14.5% YoY

$750.9MFY 2025

FY21 $801.7MFY23 $648.7MFY24 $878.0MFY25 $750.9M

Net Income

+154.8% YoY

$35.5MFY 2025

FY21 $-9.4MFY23 $-112.0MFY24 $-64.7MFY25 $35.5M

Operating Income

+161.1% YoY

$48.0MFY 2025

FY21 $66.6MFY23 $-115.1MFY24 $-78.5MFY25 $48.0M

EPS (Diluted)

+138.5% YoY

$0.47FY 2025

FY21 $-0.66FY23 $-1.33FY24 $-1.22FY25 $0.47

Total Assets

-9.0% YoY

$797.6MFY 2025

FY21 $718.3MFY23 $761.1MFY24 $876.8MFY25 $797.6M

Total Debt

—FY 2025

FY21 $0.00FY23 —FY24 —FY25 —

Op. Cash Flow

-84.4% YoY

$34.8MFY 2025

FY21 $234.9MFY23 $145.9MFY24 $223.4MFY25 $34.8M

Metric	FY 2025	FY 2024	FY 2023	FY 2021	FY 2019
Revenue	$750.9M -14.5%	$878.0M +35.4%	$648.7M -19.1%	$801.7M +50.3%	$533.3M
Net Income	$35.5M +154.8%	$-64.7M +42.2%	$-112.0M -1088.8%	$-9.4M -714153.2%	$-1.3K
Operating Income	$48.0M +161.1%	$-78.5M +31.8%	$-115.1M -272.9%	$66.6M +142.9%	$-155.1M
EPS (Diluted)	$0.47 +138.5%	$-1.22 +8.3%	$-1.33 -101.5%	$-0.66	—
Total Assets	$797.6M -9.0%	$876.8M +15.2%	$761.1M +6.0%	$718.3M +1094326.8%	$65.6K
Total Debt	—	—	—	$0.00	—
Operating Cash Flow	$34.8M -84.4%	$223.4M +53.1%	$145.9M -37.9%	$234.9M +321.4%	$-106.1M

AI Insight: PWP Financial Trends

PWP's revenue declined 45% from Q2 2024 peak to Q1 2026, while operating performance deteriorated into losses.

• Revenue fell from $272M in Q2 2024 to $149M in Q1 2026, a 45% decline over eight quarters.

• Operating income turned negative at -$13M in Q1 2026, down from $36M in Q3 2024.

• Operating cash flow swung to -$110M in Q1 2026 from $200M in Q3 2024.

• Net income compressed to $1M in Q1 2026 from $21M in Q4 2024.

⚠ Negative equity of -$155M in Q1 2026 signals potential balance sheet stress.

⚠ Two consecutive quarters of negative operating cash flow in Q1 2025 and Q1 2026.

AI Insight: PWP Ratio Trends

PWP swung from 8.5% operating margin in Q4 2025 to -8.7% in Q1 2026, showing the volatility typical of advisory-driven revenue.

• Operating margin collapsed from 8.5% in Q4 2025 to -8.7% in Q1 2026.

• ROA declined from 4.7% in Q4 2025 to 1.0% in Q1 2026.

• Net profit margin remained positive at 1.0% despite operating loss in Q1 2026.

⚠ Quarterly profitability swings reflect deal-timing volatility inherent to advisory business model.

⚠ Q1 operating loss breaks four consecutive quarters of positive margins since Q2 2024.

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Available Research

13F Pro tracks comprehensive data for Perella Weinberg Partners including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PWP

FMR LLC
$182.4M10,044,082 sh
BlackRock, Inc.
$86.7M4,775,776 sh
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$74.0M4,076,313 sh
WELLINGTON MANAGEMENT GROUP LLP
$71.3M3,925,854 sh
Nuveen, LLC
$54.0M2,975,457 sh
VANGUARD CAPITAL MANAGEMENT LLC
$50.1M2,761,518 sh
ADAGE CAPITAL PARTNERS GP, L.L.C.
$47.4M2,611,858 sh
Capital World Investors
$47.3M2,602,595 sh
Boston Partners
$36.0M1,983,844 sh
AMERIPRISE FINANCIAL INC
$35.7M1,967,170 sh

Fund	Value	Shares
FMR LLC	$182.4M	10,044,082
BlackRock, Inc.	$86.7M	4,775,776
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$74.0M	4,076,313
WELLINGTON MANAGEMENT GROUP LLP	$71.3M	3,925,854
Nuveen, LLC	$54.0M	2,975,457
VANGUARD CAPITAL MANAGEMENT LLC	$50.1M	2,761,518
ADAGE CAPITAL PARTNERS GP, L.L.C.	$47.4M	2,611,858
Capital World Investors	$47.3M	2,602,595
Boston Partners	$36.0M	1,983,844
AMERIPRISE FINANCIAL INC	$35.7M	1,967,170

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Is PWP a good stock to buy?

13F Pro's AI-powered analysis of Perella Weinberg Partners (PWP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PWP are available on the PWP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own PWP?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PWP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Perella Weinberg Partners's investment landscape.