P10 INC's ticker is and the CUSIP is 69376K106.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,644,703 | -0.7% | 141,176 | -3.7% | 1.54% | +1.9% |
| Q2 2023 | $1,656,344 | +61.4% | 146,579 | +44.4% | 1.51% | +53.0% |
| Q1 2023 | $1,025,937 | +7.2% | 101,477 | +13.1% | 0.99% | +4.9% |
| Q4 2022 | $957,467 | -25.5% | 89,734 | -26.6% | 0.94% | -35.2% |
| Q3 2022 | $1,285,000 | -2.9% | 122,194 | +2.7% | 1.45% | +2.1% |
| Q2 2022 | $1,323,000 | +6.2% | 118,987 | +15.7% | 1.42% | +15.0% |
| Q1 2022 | $1,246,000 | – | 102,797 | – | 1.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAZ INVESTMENTS LP | 740,000 | $8,621 | 15.69% |
| Conversant Capital LLC | 2,459,702 | $28,655,528 | 8.71% |
| Old Well Partners, LLC | 248,982 | $2,900,640 | 2.51% |
| Guardian Wealth Management, Inc. | 141,176 | $1,644,703 | 1.54% |
| Grandeur Peak Global Advisors, LLC | 1,538,035 | $17,918,108 | 1.35% |
| MALTESE CAPITAL MANAGEMENT LLC | 205,000 | $2,388,250 | 0.91% |
| First Dallas Securities Inc. | 150,000 | $1,748 | 0.40% |
| Cercano Management LLC | 742,412 | $8,649,100 | 0.31% |
| Hodges Capital Management Inc. | 150,000 | $1,748 | 0.21% |
| FJ Capital Management LLC | 123,958 | $1,444,111 | 0.16% |