# Perella Weinberg Partners: overview

PWP · Nasdaq · CIK 1777835 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/pwp.md) · [Financials](/companies/pwp/financials.md) · [Filings](/companies/pwp/filings.md) · [Insiders](/companies/pwp/insiders.md)

Latest reported revenue: [$156.5m](/filings/0001777835-26-000074.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Jul 31, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001777835-26-000074).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [278](/filings/0001777835-25-000185.md) | [226 d](/filings/0001777835-26-000022.md) | [212](/filings/0001777835-26-000042.md) | [155](/filings/0001777835-26-000074.md) | [165](/filings/0001777835-25-000185.md) | [219 d](/filings/0001777835-26-000022.md) | [149](/filings/0001777835-26-000042.md) | [157](/filings/0001777835-26-000074.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [12.9%](/filings/0001777835-25-000185.md) | [9.5% d](/filings/0001777835-26-000022.md) | [5.5%](/filings/0001777835-26-000042.md) | [5.8%](/filings/0001777835-26-000074.md) | [5.4%](/filings/0001777835-25-000185.md) | [8.5% d](/filings/0001777835-26-000022.md) | [(8.7%)](/filings/0001777835-26-000042.md) | [3.2%](/filings/0001777835-26-000074.md) |
| Net margin | % | [5.9%](/filings/0001777835-25-000185.md) | [9.2% d](/filings/0001777835-26-000022.md) | [8.2%](/filings/0001777835-26-000042.md) | [1.8%](/filings/0001777835-26-000074.md) | [3.6%](/filings/0001777835-25-000185.md) | [4.3% d](/filings/0001777835-26-000022.md) | [1.0%](/filings/0001777835-26-000042.md) | [3.4%](/filings/0001777835-26-000074.md) |
| Diluted EPS | $ per share | [0.24](/filings/0001777835-25-000185.md) | not reported | [0.24](/filings/0001777835-26-000042.md) | [0.04](/filings/0001777835-26-000074.md) | [0.08](/filings/0001777835-25-000185.md) | not reported | [0.02](/filings/0001777835-26-000042.md) | [0.06](/filings/0001777835-26-000074.md) |
| Free cash flow | $m | [199 d](/filings/0001777835-25-000185.md) | [139 d](/filings/0001777835-26-000022.md) | [(178)](/filings/0001777835-26-000042.md) | [55.3 d](/filings/0001777835-26-000074.md) | [57.6 d](/filings/0001777835-25-000185.md) | [95.1 d](/filings/0001777835-26-000022.md) | [(112)](/filings/0001777835-26-000042.md) | [47.2 d](/filings/0001777835-26-000074.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [802](/filings/0001777835-24-000031.md) | [632](/filings/0001777835-25-000056.md) | [649](/filings/0001777835-26-000022.md) | [878](/filings/0001777835-26-000022.md) | [751](/filings/0001777835-26-000022.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [8.3%](/filings/0001777835-24-000031.md) | [(7.6%)](/filings/0001777835-25-000056.md) | [(17.7%)](/filings/0001777835-26-000022.md) | [(8.9%)](/filings/0001777835-26-000022.md) | [6.4%](/filings/0001777835-26-000022.md) |
| Net margin | % | [(1.2%)](/filings/0001777835-24-000031.md) | [2.8%](/filings/0001777835-25-000056.md) | [(2.7%)](/filings/0001777835-26-000022.md) | [(7.4%)](/filings/0001777835-26-000022.md) | [4.7%](/filings/0001777835-26-000022.md) |
| Diluted EPS | $ per share | [(0.66)](/filings/0001777835-24-000031.md) | [(0.46)](/filings/0001777835-25-000056.md) | [(1.33)](/filings/0001777835-26-000022.md) | [(1.22)](/filings/0001777835-26-000022.md) | [0.47](/filings/0001777835-26-000022.md) |
| Free cash flow | $m | [233](/filings/0001777835-24-000031.md) | [(44.3)](/filings/0001777835-25-000056.md) | [88.3](/filings/0001777835-26-000022.md) | [207](/filings/0001777835-26-000022.md) | [30.5](/filings/0001777835-26-000022.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/pwp/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $158.0m | 9,897,191 |  | Reduced −146,891 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $87.2m | 5,465,698 |  | Added +689,922 |
| [WELLINGTON MANAGEMENT GROUP LLP](/funds/902219.md) | 2026-06-30 | $82.8m | 5,189,199 |  | Added +1,263,345 |
| [WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC](/funds/1644956.md) | 2026-06-30 | $70.1m | 4,390,541 |  | Added +314,228 |
| [Nuveen, LLC](/funds/1871926.md) | 2026-06-30 | $57.5m | 3,601,078 |  | Added +625,621 |
| [ADAGE CAPITAL PARTNERS GP, L.L.C.](/funds/1165408.md) | 2026-06-30 | $52.9m | 3,311,618 |  | Added +699,760 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $48.4m | 3,032,455 |  | Added +270,937 |
| [Capital World Investors](/funds/1422849.md) | 2026-06-30 | $42.7m | 2,675,588 |  | Added +72,993 |
| [NOMURA ASSET MANAGEMENT INTERNATIONAL INC.](/funds/921739.md) | 2026-06-30 | $40.7m | 2,549,221 |  | Added +1,300,085 |
| [Boston Partners](/funds/1386060.md) | 2026-06-30 | $40.6m | 2,543,113 |  | Added +559,269 |

## Recent filings

[All 549 filings](/companies/pwp/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-30 | 07:56 ET | [10-Q](/filings/0001777835-26-000113.md) | Quarterly report, period 2026-09-30 | 0001777835-26-000113 |
| 2026-10-29 | 08:07 ET | [8-K](/filings/0001777835-26-000110.md) | 2.02 Results of operations | 0001777835-26-000110 |
| 2026-09-03 | 18:05 ET | [8-K](/filings/0001777835-26-000097.md) | 3.02 Unregistered sale of equity | 0001777835-26-000097 |
| 2026-09-01 | 16:28 ET | [8-K](/filings/0001628280-26-059854.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001628280-26-059854 |
| 2026-07-31 | 07:50 ET | [10-Q](/filings/0001777835-26-000074.md) | Quarterly report, period 2026-06-30 | 0001777835-26-000074 |
| 2026-07-31 | 07:44 ET | [8-K](/filings/0001777835-26-000072.md) | 2.02 Results of operations | 0001777835-26-000072 |
| 2026-05-29 | 17:57 ET | [8-K](/filings/0001777835-26-000051.md) | 5.07 Shareholder vote results | 0001777835-26-000051 |
| 2026-05-21 | 18:25 ET | [8-K](/filings/0001777835-26-000047.md) | 3.02 Unregistered sale of equity | 0001777835-26-000047 |
| 2026-05-01 | 16:46 ET | [10-Q](/filings/0001777835-26-000042.md) | Quarterly report, period 2026-03-31 | 0001777835-26-000042 |
| 2026-05-01 | 07:32 ET | [8-K](/filings/0001777835-26-000040.md) | 2.02 Results of operations; 5.02 Departure or appointment of officers or directors | 0001777835-26-000040 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001777835-26-000022.md), filed Feb 27, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, locked when the 8-K was accepted. It is scored when the 10-Q or 10-K is ingested. [See the target](/leagues/2026q3/targets/964a75e8-a107-4eda-9a95-745e5b8c8fd5)

## About the filer

- CIK: 1777835
- Tickers: PWP
- Exchange: Nasdaq
- SIC code: 6199 Finance Services
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 12:39 ET. No prices; not investment advice.