PXED Institutional Ownership
Phoenix Education Partners, Inc
1W: +2.7%
1M: -4.0%
3M: -18.6%
YTD: -17.0%
1Y: -35.0%
$24.48
-0.25 (-1.01%)
Weekly Expected Move ±4.8%
$22
$24
$25
$26
$27
Credit Risk of going bust: lower than 77% of companies Debt: 6.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.06 (down 99.8%), Phoenix Education Partners, Inc would be worth roughly what it owes.
Total debt $65.7M against a stock market value of $882.4M.
Distance to default 8.96 (Merton model): prices to 2026-10-27, balance sheet 2026-05-31, debt counted $9.8M (short-term plus half of long-term), stock volatility 50.0%; Altman Z'' 4.82. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.06 (down 99.8%), Phoenix Education Partners, Inc would be worth roughly what it owes.
Total debt $65.7M against a stock market value of $882.4M.
Distance to default 8.96 (Merton model): prices to 2026-10-27, balance sheet 2026-05-31, debt counted $9.8M (short-term plus half of long-term), stock volatility 50.0%; Altman Z'' 4.82. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — PXED
111
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
31
New Positions
39
Increased
34
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (122 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Apollo Management Holdings, L.P. | 24,901,320 | $610M | +1 | +0.0% | 3Q | SEC ↗ |
| 2 | Van Berkom & Associates Inc. | 1,340,935 | $33M | -29,446 | -2.1% | 3Q | SEC ↗ |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 743,112 | $18M | +241,997 | +48.3% | 3Q | SEC ↗ |
| 4 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 659,360 | $16M | -17,972 | -2.7% | 3Q | SEC ↗ |
| 5 | First Eagle Investment Management, LLC | 415,510 | $10M | +139,700 | +50.7% | 3Q | SEC ↗ |
| 6 | BlackRock, Inc. | 384,179 | $9M | +52,067 | +15.7% | 3Q | SEC ↗ |
| 7 | FIL Ltd | 250,000 | $6M | — | +0.0% | 3Q | SEC ↗ |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 224,932 | $6M | +178,602 | +385.5% | 2Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 119,736 | $3M | +8,877 | +8.0% | 3Q | SEC ↗ |
| 10 | STATE STREET CORP | 115,975 | $3M | +17,922 | +18.3% | 3Q | SEC ↗ |
| 11 | AMERICAN CENTURY COMPANIES INC | 94,623 | $2M | +54,364 | +135.0% | 2Q | SEC ↗ |
| 12 | SEGALL BRYANT & HAMILL, LLC | 83,821 | $2M | +56,560 | +207.5% | 2Q | SEC ↗ |
| 13 | MORGAN STANLEY | 73,233 | $2M | +33,911 | +86.2% | 3Q | SEC ↗ |
| 14 | HEARTLAND ADVISORS INC NEW | 73,005 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Curated Wealth Partners LLC | 65,005 | $2M | +5 | +0.0% | 3Q | SEC ↗ |
| 16 | BNP PARIBAS FINANCIAL MARKETS | 60,380 | $1M | +39,713 | +192.2% | 3Q | SEC ↗ |
| 17 | Alyeska Investment Group, L.P. | 57,696 | $1M | -185,859 | -76.3% | 3Q | SEC ↗ |
| 18 | Trexquant Investment LP NEW | 51,273 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 49,956 | $1M | -17,364 | -25.8% | 3Q | SEC ↗ |
| 20 | Walleye Capital LLC | 47,493 | $1M | +31,331 | +193.9% | 3Q | SEC ↗ |
| 21 | TWO SIGMA INVESTMENTS, LP | 46,296 | $1M | +18,681 | +67.6% | 2Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 42,684 | $1M | +40,672 | +2021.5% | 3Q | SEC ↗ |
| 23 | NORTHERN TRUST CORP | 39,216 | $960K | +4,417 | +12.7% | 3Q | SEC ↗ |
| 24 | XTX Topco Ltd | 37,252 | $912K | +21,191 | +131.9% | 3Q | SEC ↗ |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 36,859 | $902K | +7,637 | +26.1% | 2Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC | 36,677 | $898K | -110,490 | -75.1% | 3Q | SEC ↗ |
| 27 | Sixth Street Partners Management Compa NEW | 35,856 | $878K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 35,856 | $878K | +1,987 | +5.9% | 3Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 33,164 | $812K | +7,723 | +30.4% | 2Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE NEW | 33,020 | $808K | — | +0.0% | 1Q | SEC ↗ |
| 31 | HRT FINANCIAL LP NEW | 32,720 | $801K | — | +0.0% | 1Q | SEC ↗ |
| 32 | PDT Partners, LLC NEW | 29,100 | $712K | — | +0.0% | 1Q | SEC ↗ |
| 33 | JACOBS LEVY EQUITY MANAGEMENT, INC NEW | 26,413 | $647K | — | +0.0% | 1Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 26,379 | $646K | +10,374 | +64.8% | 2Q | SEC ↗ |
| 35 | VICTORY CAPITAL MANAGEMENT INC | 25,309 | $620K | -210,013 | -89.2% | 3Q | SEC ↗ |
| 36 | Pacific Ridge Capital Partners, LLC NEW | 25,067 | $614K | — | +0.0% | 1Q | SEC ↗ |
| 37 | UBS Group AG | 23,680 | $580K | -2,355 | -9.0% | 3Q | SEC ↗ |
| 38 | Jump Financial, LLC NEW | 22,504 | $551K | — | +0.0% | 1Q | SEC ↗ |
| 39 | READYSTATE ASSET MANAGEMENT LP | 21,252 | $520K | -602 | -2.8% | 3Q | SEC ↗ |
| 40 | CWC Advisors, LLC. NEW | 19,150 | $469K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Nuveen, LLC NEW | 18,954 | $464K | — | +0.0% | 1Q | SEC ↗ |
| 42 | MILLENNIUM MANAGEMENT LLC | 18,159 | $445K | -28,010 | -60.7% | 2Q | SEC ↗ |
| 43 | EQUITABLE TRUST CO NEW | 15,576 | $381K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Man Group plc | 14,798 | $362K | +2,169 | +17.2% | 2Q | SEC ↗ |
| 45 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 13,584 | $333K | — | +0.0% | 1Q | SEC ↗ |
| 46 | DEUTSCHE BANK AG | 13,183 | $323K | +2,359 | +21.8% | 3Q | SEC ↗ |
| 47 | Point72 Asset Management, L.P. NEW | 11,075 | $271K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 11,063 | $271K | +94 | +0.9% | 3Q | SEC ↗ |
| 49 | Harbor Advisors LLC | 10,000 | $245K | — | +0.0% | 3Q | SEC ↗ |
| 50 | State of Tennessee, Department of Trea | 9,168 | $224K | -8,094 | -46.9% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| HEARTLAND ADVISORS INC | 73,005 | $2M |
| Trexquant Investment LP | 51,273 | $1M |
| Sixth Street Partners Management Co | 35,856 | $878K |
| BANK OF AMERICA CORP /DE | 33,020 | $808K |
| HRT FINANCIAL LP | 32,720 | $801K |
| PDT Partners, LLC | 29,100 | $712K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 26,413 | $647K |
| Pacific Ridge Capital Partners, LLC | 25,067 | $614K |
| Jump Financial, LLC | 22,504 | $551K |
| CWC Advisors, LLC. | 19,150 | $469K |
| Nuveen, LLC | 18,954 | $464K |
| EQUITABLE TRUST CO | 15,576 | $381K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 13,584 | $333K |
| Point72 Asset Management, L.P. | 11,075 | $271K |
| Universal- Beteiligungs- und Servic | 8,557 | $209K |
| Aquatic Capital Management LLC | 7,862 | $192K |
| Brevan Howard Capital Management LP | 6,873 | $168K |
| RENAISSANCE TECHNOLOGIES LLC | 6,600 | $162K |
| Invesco Ltd. | 6,423 | $157K |
| MEEDER ASSET MANAGEMENT INC | 5,811 | $142K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LOOMIS SAYLES & CO L P | 237,333 | $6M |
| MARSHALL WACE, LLP | 120,728 | $3M |
| Caisse de depot et placement du Que | 107,294 | $3M |
| Bastion Asset Management Inc. | 67,817 | $2M |
| Schonfeld Strategic Advisors LLC | 66,751 | $2M |
| Hood River Capital Management LLC | 56,223 | $1M |
| Polar Asset Management Partners Inc | 55,000 | $1M |
| SEVEN GRAND MANAGERS, LLC | 50,000 | $1M |
| Manatuck Hill Partners, LLC | 45,000 | $1M |
| SEI INVESTMENTS CO | 25,426 | $622K |
| Verition Fund Management LLC | 22,973 | $562K |
| LMR Partners LLP | 21,000 | $514K |
| STATE OF WISCONSIN INVESTMENT BOARD | 20,824 | $510K |
| Longaeva Partners L.P. | 20,568 | $504K |
| Ghisallo Capital Management LLC | 20,000 | $490K |
| JANE STREET GROUP, LLC | 11,526 | $282K |
| D. E. Shaw & Co., Inc. | 7,500 | $184K |
| Balyasny Asset Management L.P. | 2,813 | $69K |
| AMALGAMATED BANK | 156 | $4K |
| Root Financial Partners, LLC | 23 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | +241,997 | +48.3% | 743,112 |
| VANGUARD CAPITAL MANAGEMENT LLC | +178,602 | +385.5% | 224,932 |
| First Eagle Investment Management, | +139,700 | +50.7% | 415,510 |
| SEGALL BRYANT & HAMILL, LLC | +56,560 | +207.5% | 83,821 |
| AMERICAN CENTURY COMPANIES INC | +54,364 | +135.0% | 94,623 |
| BlackRock, Inc. | +52,067 | +15.7% | 384,179 |
| JPMORGAN CHASE & CO | +40,672 | +2021.5% | 42,684 |
| BNP PARIBAS FINANCIAL MARKETS | +39,713 | +192.2% | 60,380 |
| MORGAN STANLEY | +33,911 | +86.2% | 73,233 |
| Walleye Capital LLC | +31,331 | +193.9% | 47,493 |
| XTX Topco Ltd | +21,191 | +131.9% | 37,252 |
| TWO SIGMA INVESTMENTS, LP | +18,681 | +67.6% | 46,296 |
| STATE STREET CORP | +17,922 | +18.3% | 115,975 |
| AQR CAPITAL MANAGEMENT LLC | +10,374 | +64.8% | 26,379 |
| GEODE CAPITAL MANAGEMENT, LLC | +8,877 | +8.0% | 119,736 |
| VANGUARD FIDUCIARY TRUST CO | +7,723 | +30.4% | 33,164 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +7,637 | +26.1% | 36,859 |
| NORTHERN TRUST CORP | +4,417 | +12.7% | 39,216 |
| WELLS FARGO & COMPANY/MN | +3,031 | +166.5% | 4,851 |
| DEUTSCHE BANK AG | +2,359 | +21.8% | 13,183 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | -210,013 | -89.2% | 25,309 |
| Alyeska Investment Group, L.P. | -185,859 | -76.3% | 57,696 |
| CITADEL ADVISORS LLC | -110,490 | -75.1% | 36,677 |
| FMR LLC | -90,865 | -98.6% | 1,292 |
| Van Berkom & Associates Inc. | -29,446 | -2.1% | 1,340,935 |
| MILLENNIUM MANAGEMENT LLC | -28,010 | -60.7% | 18,159 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -17,972 | -2.7% | 659,360 |
| GOLDMAN SACHS GROUP INC | -17,364 | -25.8% | 49,956 |
| State of Tennessee, Department of T | -8,094 | -46.9% | 9,168 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -3,445 | -78.5% | 945 |
| State of Wyoming | -2,420 | -50.5% | 2,376 |
| UBS Group AG | -2,355 | -9.0% | 23,680 |
| BARCLAYS PLC | -2,087 | -19.8% | 8,477 |
| Quadrature Capital Ltd | -1,281 | -16.5% | 6,475 |
| R Squared Ltd | -1,223 | -12.8% | 8,315 |
| HSBC HOLDINGS PLC | -981 | -10.4% | 8,458 |
| READYSTATE ASSET MANAGEMENT LP | -602 | -2.8% | 21,252 |
| Tower Research Capital LLC (TRC) | -319 | -21.3% | 1,182 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -198 | -73.9% | 70 |
| Sterling Capital Management LLC | -46 | -65.7% | 24 |