P10, Inc., together with its subsidiaries, operates as a multi-asset class private market solutions provider in the alternative asset management industry in the United States. The company's portfolio of private solutions includes private equity, venture capital, impact investing, and private credit, as well as primary fund of funds, secondary investment, and direct and co-investments services. It also provides tax credit transaction and consulting services. The company markets its private equity solutions under the RCP Advisors, Bonaccord Capital, and P10 Advisors brands; venture capital solution under the TrueBridge brand; impact investing solution under the Enhanced brand; and private credit solutions under the Five Points, Hark Capital, and WTI brands. P10, Inc. was founded in 1992 and is headquartered in Dallas, Texas.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-05-08 |
2024-03 |
0.19 |
N/A |
N/A |
N/A |
2024-02-29 |
2023-12 |
0.21 |
0.21 |
N/A |
N/A |
2023-11-09 |
2023-09 |
0.18 |
N/A |
N/A |
N/A |
2023-11-09 |
2023-09 |
0.18 |
0.2 |
0.02 |
11.11% |
2023-08-10 |
2023-06 |
0.18 |
0.22 |
0.04 |
22.22% |
2023-08-10 |
2023-06 |
0.18 |
N/A |
N/A |
N/A |
Date |
Firm |
Action |
From |
To |
2023-10-17 |
Morgan Stanley |
Upgrade |
Overweight |
Overweight |
2023-10-08 |
Oppenheimer |
Upgrade |
Outperform |
Outperform |
2023-08-13 |
Morgan Stanley |
Upgrade |
Overweight |
Overweight |
2023-08-13 |
Stephens & Co. |
Upgrade |
Overweight |
Overweight |
2023-08-13 |
Barclays |
Upgrade |
Overweight |
Overweight |
2023-07-18 |
Morgan Stanley |
Upgrade |
Overweight |
Overweight |
Date |
Name |
Relation |
Quantity |
Description |
2023-12-17 |
210 CAPITAL, L.L.C. |
Beneficial Owner of more than 10% of a Class of Security |
0.00 |
Conversion of Exercise of derivative security |
2024-03-11 |
ABELL ALEXANDER I |
Beneficial Owner of more than 10% of a Class of Security |
399.96K |
Sale |
2024-03-07 |
BLATHERWICK NELL M |
Beneficial Owner of more than 10% of a Class of Security |
0.00 |
Conversion of Exercise of derivative security |
2024-03-07 |
COUSSENS AMANDA N |
Chief Financial Officer |
15.52K |
Conversion of Exercise of derivative security |
2024-03-24 |
FEINGLASS MICHAEL |
Beneficial Owner of more than 10% of a Class of Security |
204.01K |
Sale |
2024-03-07 |
HOOD MARK C |
Officer |
79.37K |
Conversion of Exercise of derivative security |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
T. Rowe Price Investment Management, Inc. |
4.27M |
48.27M |
9.74% |
2023-06-29 |
Vanguard Group Inc |
4.02M |
45.42M |
9.17% |
2023-06-29 |
Federated Hermes, Inc. |
3.18M |
35.96M |
7.26% |
2023-06-29 |
Alliancebernstein L.P. |
2.56M |
28.96M |
5.85% |
2023-06-29 |
Conversant Capital LLC |
2.46M |
27.79M |
5.61% |
2023-06-29 |
Blackrock Inc. |
2.06M |
23.24M |
4.69% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-07-30 |
Federated Hermes Kaufmann Small Cap Fund |
3.18M |
37.71M |
7.26% |
2023-06-29 |
Price (T.Rowe) Small Cap Stock Fund |
1.98M |
22.39M |
4.52% |
2023-08-30 |
AB Cap Fd.-AB Small Cap Growth Port |
1.50M |
18.08M |
3.42% |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
1.34M |
15.18M |
3.06% |
2023-06-29 |
Vanguard Small-Cap Index Fund |
1.12M |
12.62M |
2.55% |
2023-06-29 |
Price (T.Rowe) Institutional Small-Cap Stock Fund |
925.86K |
10.46M |
2.11% |
Dividend |
Date |
0.0325 |
2024-03-11 |
0.0325 |
2024-03-08 |
0.0325 |
2023-11-29 |
0.0325 |
2023-08-30 |
0.0325 |
2023-05-26 |
0.03 |
2023-03-15 |
Split |
Date |
2 : 1 |
2003-12-16 |