Phoenix Education Partners, Inc.: which funds bought and sold

Institutions that bought and sold Phoenix Education Partners shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 67 institutions that filed 13F reports for both quarters added to or opened positions in Phoenix Education Partners, and 34 cut or closed them. Together they sold a net 704K shares, −2.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 303K shares (+10.9%); index fund managers were net buyers of 281K shares (+39.4%). 29 opened a new position and 12 sold out entirely.

Bought, Q2 2026 67 institutions, 29 of them new holders Sold, Q2 2026 34 institutions, 12 of them sold out

Net change, all compared −704K shares (−2.2%)

Net change, active managers +303K shares (+10.9%), 15 bought, 12 sold

Buyers versus sellers

institutions compared, 108

67 bought 7 34 sold

Active managers and hedge funds 15 bought · 12 sold · +303K

Index fund managers 9 bought · 0 sold · +281K

Other institutions 43 bought · 22 sold · −1.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+555K +201.3%	831K	$27.3M
Wellington Management Group LLP Active manager	+242K +48.3%	743K	$24.4M
Vanguard Capital Management LLC Index funds	+179K +385.5%	225K	$7.4M
Heartland Advisors Inc	+73K New position	73K	$2.4M
Segall Bryant & Hamill, LLC Active manager	+57K +207.5%	84K	$2.8M
American Century Companies Inc Active manager	+54K +135.0%	95K	$3.1M
Blackrock, Inc. Index funds	+52K +15.7%	384K	$12.6M
Trexquant Investment LP Hedge fund	+51K New position	51K	$1.7M
Jpmorgan Chase & Co	+41K +2021.5%	43K	$1.4M
BNP Paribas Financial Markets	+40K +192.2%	60K	$2M
Morgan Stanley	+34K +86.2%	73K	$2.4M
Bank Of America Corp	+33K New position	33K	$1.1M
HRT Financial LP	+33K New position	33K	$1.1M
Walleye Capital LLC Hedge fund	+31K +193.9%	47K	$1.6M
PDT Partners, LLC Hedge fund	+29K New position	29K	$955,935
Jacobs Levy Equity Management, Inc Active manager	+26K New position	26K	$867,667
Pacific Ridge Capital Partners, LLC	+25K New position	25K	$823,451
Jump Financial, LLC	+23K New position	23K	$739,256
Xtx Topco Ltd	+21K +131.9%	37K	$1.2M
Cwc Advisors, Llc.	+19K New position	19K	$629,078

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+555K +201.3%	831K	$27.3M
Wellington Management Group LLP Active manager	+242K +48.3%	743K	$24.4M
Segall Bryant & Hamill, LLC Active manager	+57K +207.5%	84K	$2.8M
American Century Companies Inc Active manager	+54K +135.0%	95K	$3.1M
Trexquant Investment LP Hedge fund	+51K New position	51K	$1.7M
Walleye Capital LLC Hedge fund	+31K +193.9%	47K	$1.6M
PDT Partners, LLC Hedge fund	+29K New position	29K	$955,935
Jacobs Levy Equity Management, Inc Active manager	+26K New position	26K	$867,667
Two Sigma Investments, LP Hedge fund	+19K +67.6%	46K	$1.5M
Arrowstreet Capital, Limited Partnership Hedge fund	+14K New position	14K	$446,234

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Van Berkom & Associates Inc.	−1.4M −51.1%	1.3M	$44M
Victory Capital Management Inc Active manager	−210K −89.2%	25K	$831,401
Alyeska Investment Group, L.P. Hedge fund	−186K −76.3%	58K	$1.9M
Marshall Wace, LLP Hedge fund	−121K Sold out	0	—
Citadel Advisors LLC Hedge fund	−110K −75.1%	37K	$1.2M
Caisse De Depot Et Placement Du Quebec	−107K Sold out	0	—
FMR LLC Active manager	−91K −98.6%	1,292	$42,442
Bastion Asset Management Inc.	−68K Sold out	0	—
Seven Grand Managers, LLC	−50K Sold out	0	—
Millennium Management LLC Hedge fund	−28K −60.7%	18K	$596,523
LMR Partners LLP Hedge fund	−21K Sold out	0	—
State Of Wisconsin Investment Board	−21K Sold out	0	—
Longaeva Partners L.P.	−21K Sold out	0	—
Ghisallo Capital Management LLC Hedge fund	−20K Sold out	0	—
Massachusetts Financial Services Co Active manager	−18K −2.7%	659K	$21.7M
Goldman Sachs Group Inc	−17K −25.8%	50K	$1.6M
Jane Street Group, LLC	−12K Sold out	0	—
State Of Tennessee, Department Of Treasury	−8,094 −46.9%	9,168	$301,169
Los Angeles Capital Management LLC Active manager	−3,445 −78.5%	945	$31,043
Balyasny Asset Management L.P. Hedge fund	−2,813 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Victory Capital Management Inc Active manager	−210K −89.2%	25K	$831,401
Alyeska Investment Group, L.P. Hedge fund	−186K −76.3%	58K	$1.9M
Marshall Wace, LLP Hedge fund	−121K Sold out	0	—
Citadel Advisors LLC Hedge fund	−110K −75.1%	37K	$1.2M
FMR LLC Active manager	−91K −98.6%	1,292	$42,442
Millennium Management LLC Hedge fund	−28K −60.7%	18K	$596,523
LMR Partners LLP Hedge fund	−21K Sold out	0	—
Ghisallo Capital Management LLC Hedge fund	−20K Sold out	0	—
Massachusetts Financial Services Co Active manager	−18K −2.7%	659K	$21.7M
Los Angeles Capital Management LLC Active manager	−3,445 −78.5%	945	$31,043

New positions

largest by value

Institution	Shares	Value June 30, 2026
Heartland Advisors Inc	73K	$2.4M
Trexquant Investment LPHedge fund	51K	$1.7M
Bank Of America Corp	33K	$1.1M
HRT Financial LP	33K	$1.1M
PDT Partners, LLCHedge fund	29K	$955,935
Jacobs Levy Equity Management, IncActive manager	26K	$867,667
Pacific Ridge Capital Partners, LLC	25K	$823,451
Jump Financial, LLC	23K	$739,256
Cwc Advisors, Llc.	19K	$629,078
Nuveen, LLC	19K	$622,639

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Marshall Wace, LLPHedge fund	121K	$3.8M
Caisse De Depot Et Placement Du Quebec	107K	$3.4M
Bastion Asset Management Inc.	68K	$2.1M
Seven Grand Managers, LLC	50K	$1.6M
LMR Partners LLPHedge fund	21K	$660,660
State Of Wisconsin Investment Board	21K	$655,123
Longaeva Partners L.P.	21K	$647,069
Ghisallo Capital Management LLCHedge fund	20K	$629,200
Jane Street Group, LLC	12K	$362,608
Balyasny Asset Management L.P.Hedge fund	2,813	$88,497

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 97
Ten largest holders: 95.2%
Index fund managers: 3.2%
Active managers and hedge funds: 9.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	12	7	4	+303K	+10.9%
Index fund managers	9	0	0	0	+281K	+39.4%
Other institutions	43	22	22	8	−1.3M	−4.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Phoenix Education Partners.

Only managers that filed a holdings report for both quarters are compared (108 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Phoenix Education Partners, Inc. · Insiders · Politicians