PJTNYSEInvestment AdviceFiscal year ends December 31
PJT Partners Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$136.22−0.99 (-0.72%)
Close on Oct 19, 2026
- Market cap
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- P/E (TTM)
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- Dividend yield
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Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.2%
23M of 26M shares
Institutional holders
415
73 new, 48 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 8 sales
Net sold $3.74M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,470,245 | 14.20% | 13G (passive) amendment | Jun 30, 2025 |
| Wasatch Advisors LP | 1,478,222 | 5.70% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 1,287,350 | 5.32% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,230,929 | 5.09% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PJT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,075,374 | 15.94% | $615.14M | +382,248 | 0.01% |
| Wasatch Advisors LP | 1,478,222 | 5.78% | $223.12M | +653,685 | 1.46% |
| Vanguard Portfolio Management LLC | 1,370,798 | 5.36% | $206.91M | +103,430 | 0.01% |
| Vanguard Capital Management LLC | 1,118,057 | 4.37% | $168.76M | +69,971 | 0.00% |
| FMR LLC | 1,057,881 | 4.14% | $159.68M | +354,555 | 0.01% |
| State Street Corp | 1,053,770 | 4.12% | $158.98M | +87,620 | 0.00% |
| Alliancebernstein L.P. | 842,197 | 3.29% | $117.67M | +710,038 | 0.04% |
| Geode Capital Management, LLC | 792,294 | 3.10% | $119.61M | +41,259 | 0.01% |
| Congress Asset Management Co /Ma | 723,474 | 2.83% | $109.20M | +119,122 | 0.67% |
| Morgan Stanley | 614,734 | 2.40% | $92.79M | −16,569 | 0.00% |
| Raymond James Financial Inc | 409,925 | 1.60% | $61.87M | −13,093 | 0.02% |
| Dimensional Fund Advisors LP | 406,349 | 1.59% | $61.33M | +36,972 | 0.01% |
| Clearbridge Investments, LLC | 393,747 | 1.54% | $59.43M | +17,011 | 0.05% |
| Goldman Sachs Group Inc | 348,008 | 1.36% | $52.53M | +60,046 | 0.00% |
| Azora Capital LP | 322,481 | 1.26% | $48.68M | New | 2.05% |
| Northern Trust Corp | 301,732 | 1.18% | $45.54M | +25,981 | 0.01% |
| Bank Of America Corp /De/ | 282,233 | 1.10% | $42.60M | −33,778 | 0.00% |
| Charles Schwab Investment Management Inc | 277,001 | 1.08% | $41.81M | +14,452 | 0.01% |
| Loomis Sayles & Co L P | 275,858 | 1.08% | $41.64M | −19,726 | 0.05% |
| Point72 Asset Management, L.P. | 216,633 | 0.85% | $32.70M | −74,013 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 415 | 23M | 89.2% | 73 / 149 | 102 / 48 | 4M | 2M |
| Q1 2026 | 399 | 21M | 81.0% | 57 / 135 | 118 / 60 | 5M | 2M |
| Q4 2025 | 410 | 21M | 81.0% | 62 / 119 | 140 / 40 | 2M | 2M |
| Q3 2025 | 394 | 21M | 82.4% | 46 / 121 | 133 / 25 | 2M | 1M |
| Q2 2025 | 378 | 21M | 81.1% | 46 / 140 | 112 / 54 | 2M | 2M |
| Q1 2025 | 391 | 21M | 81.1% | 75 / 124 | 112 / 29 | 2M | 2M |
| Q4 2024 | 347 | 21M | 80.7% | 64 / 107 | 98 / 42 | 3M | 2M |
| Q3 2024 | 332 | 20M | 80.0% | 52 / 104 | 100 / 22 | 5M | 2M |
| Q2 2024 | 304 | 21M | 81.1% | 52 / 92 | 91 / 33 | 2M | 3M |
| Q1 2024 | 289 | 21M | 83.9% | 41 / 77 | 105 / 33 | 2M | 2M |
| Q4 2023 | 284 | 22M | 84.9% | 56 / 71 | 101 / 18 | 4M | 2M |
| Q3 2023 | 251 | 19M | 76.1% | 36 / 77 | 72 / 14 | 3M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PJT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,551,776 | 6.07% | $234.23M | 0.21% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 779,118 | 3.05% | $117.60M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 632,473 | 2.47% | $95.47M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 562,801 | 2.20% | $84.95M | 0.05% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 354,339 | 1.39% | $53.48M | 1.79% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 324,825 | 1.27% | $49.03M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 296,293 | 1.16% | $44.72M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 268,518 | 1.05% | $45.19M | 0.13% | Jul 31, 2026 |
| Congress Small Cap Growth Fund | 261,000 | 1.02% | $43.93M | 2.19% | Jul 31, 2026 |
| ClearBridge Small Cap Growth Fund | 258,394 | 1.01% | $43.49M | 2.28% | Jul 31, 2026 |
| Wasatch Small Cap Growth Fund | 256,632 | 1.00% | $38.74M | 3.29% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 237,755 | 0.93% | $35.89M | 0.21% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 232,033 | 0.91% | $35.02M | 0.43% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 194,200 | 0.76% | $32.69M | 0.44% | Jul 31, 2026 |
| Fidelity Small Cap Value Fund | 193,406 | 0.76% | $32.55M | 0.60% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Paul J. Taubman | Chairman and CEO, Director | 400,001 | 1.56% | Aug 3, 2026 |
| Ji-Yeun Lee | Managing Partner | 88,403 | 0.35% | Sep 18, 2026 |
| Helen T. Meates | Chief Financial Officer | 58,753 | 0.23% | Sep 18, 2026 |
| David Adam Travin | General Counsel | 2,052 | 0.01% | Sep 18, 2026 |
| Grace Reksten Skaugen | Director | 500 | 0.00% | Sep 18, 2026 |
| Emily K. Rafferty | Director | 16,125 | 0.06% | Sep 18, 2026 |
| Thomas M. Ryan | Director | 41,964 | 0.16% | Sep 18, 2026 |
| Peter L. S. Currie | Director | – | – | Sep 18, 2026 |
| James Costos | Director | 11,289 | 0.04% | Sep 18, 2026 |
| Kievdi Don Cornwell | Director | 18,865 | 0.07% | Sep 18, 2026 |
| Kenneth C. Whitney | Director | 60,093 | 0.24% | Sep 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kievdi Don Cornwell Director | Aug 21, 2026 | Sale | −858 | $174.04 | $149.33K | 18,865 |
| Kievdi Don Cornwell Director | Aug 21, 2026 | Sale | −6,987 | $173.41 | $1.21M | 19,723 |
| James Costos Director | Aug 21, 2026 | Sale | −1,723 | $175.00 | $301.53K | 11,289 |
| Emily K. Rafferty Director | Aug 10, 2026 | Sale | −1,100 | $167.35 | $184.09K | 9,568 |
| Grace Reksten Skaugen Director | Jul 31, 2026 | Sale | −1,283 | $167.67 | $215.12K | 500 |
| Emily K. Rafferty Director | Jun 1, 2026 | Option exercise | +1,541 | – | – | 10,668 |
| James Costos Director | Jun 1, 2026 | Option exercise | +1,929 | – | – | 13,012 |
| Grace Reksten Skaugen Director | Jun 1, 2026 | Option exercise | +1,283 | – | – | 1,783 |
| Kenneth C. Whitney Director | Jun 1, 2026 | Option exercise | +1,283 | – | – | 12,106 |
| Thomas M. Ryan Director | Jun 1, 2026 | Option exercise | +2,570 | – | – | 41,957 |
| David Adam Travin General Counsel | May 6, 2026 | Sale | −252 | $152.92 | $38.54K | 2,052 |
| David Adam Travin General Counsel | May 6, 2026 | Sale | −2,748 | $152.38 | $418.74K | 2,304 |
| Helen T. Meates Chief Financial Officer | May 1, 2026 | Sale | −8,000 | $153.20 | $1.23M | 58,466 |
| Ji-Yeun Lee Managing Partner | Mar 2, 2026 | Option exercise | +12,944 | – | – | 88,402 |
| Helen T. Meates Chief Financial Officer | Mar 2, 2026 | Option exercise | +9,627 | – | – | 66,466 |
| Kievdi Don Cornwell Director | Mar 2, 2026 | Option exercise | +10,038 | – | – | 17,883 |
| Kievdi Don Cornwell Director | Mar 2, 2026 | Option exercise | +8,827 | – | – | 26,710 |
| David Adam Travin General Counsel | Mar 2, 2026 | Option exercise | +5,052 | – | – | 5,052 |
| Kievdi Don Cornwell Director | Nov 28, 2025 | Gift | −1,002 | – | – | 7,845 |
| Helen T. Meates Chief Financial Officer | Nov 14, 2025 | Gift | −3,000 | – | – | 56,839 |
| Grace Reksten Skaugen Director | Aug 7, 2025 | Sale | −1,504 | $176.89 | $266.04K | 500 |
| David Adam Travin General Counsel | Jul 31, 2025 | Sale | −2,288 | $178.06 | $407.40K | 0 |
| Grace Reksten Skaugen Director | Jul 28, 2025 | Option exercise | +1,504 | – | – | 2,004 |
| Kenneth C. Whitney Director | Jun 2, 2025 | Option exercise | +1,723 | – | – | 10,823 |
| James Costos Director | Jun 2, 2025 | Option exercise | +1,723 | – | – | 11,083 |
| Thomas M. Ryan Director | Jun 2, 2025 | Option exercise | +3,450 | – | – | 39,387 |
| Emily K. Rafferty Director | Jun 2, 2025 | Option exercise | +1,723 | – | – | 9,127 |
| Kievdi Don Cornwell Director | May 30, 2025 | Sale | −2,052 | $149.53 | $306.84K | 17,198 |
| Kievdi Don Cornwell Director | May 30, 2025 | Sale | −7,351 | $150.41 | $1.11M | 9,847 |
| Kievdi Don Cornwell Director | May 30, 2025 | Sale | −1,000 | $150.98 | $150.98K | 8,847 |
| Kievdi Don Cornwell Director | May 29, 2025 | Sale | −9,597 | $151.08 | $1.45M | 19,250 |
| David Adam Travin General Counsel | May 2, 2025 | Sale | −5,000 | $141.74 | $708.70K | 2,288 |
| David Adam Travin General Counsel | Mar 3, 2025 | Option exercise | +7,288 | – | – | 7,288 |
| Kievdi Don Cornwell Director | Mar 3, 2025 | Option exercise | +10,037 | – | – | 20,075 |
| Kievdi Don Cornwell Director | Mar 3, 2025 | Option exercise | +8,772 | – | – | 28,847 |
| Ji-Yeun Lee Managing Partner | Mar 3, 2025 | Option exercise | +15,275 | – | – | 75,458 |
| Helen T. Meates Chief Financial Officer | Mar 3, 2025 | Option exercise | +12,480 | – | – | 59,839 |
| Kievdi Don Cornwell Director | Feb 6, 2025 | Option exercise | +338 | – | – | 10,038 |
| Kenneth C. Whitney Director | Nov 12, 2024 | Sale | −1,725 | $159.75 | $275.57K | 9,100 |
| Ji-Yeun Lee Managing Partner | Nov 8, 2024 | Gift | −1,250 | – | – | 60,183 |
| Kenneth C. Whitney Director | Nov 8, 2024 | Gift | −37,160 | – | – | 10,825 |
| Helen T. Meates Chief Financial Officer | Nov 8, 2024 | Gift | −3,000 | – | – | 47,359 |
| David Adam Travin General Counsel | Nov 8, 2024 | Sale | −1,541 | $159.18 | $245.30K | 0 |
| Paul J. Taubman Chairman and CEO, Director | Nov 7, 2024 | Gift | −60,000 | – | – | 400,000 |
| James Costos Director | Nov 7, 2024 | Sale | −1,500 | $161.41 | $242.12K | 9,360 |
| Kievdi Don Cornwell Director | Oct 31, 2024 | Option exercise | +7,360 | – | – | 9,700 |
| Ji-Yeun Lee Managing Partner | Sep 3, 2024 | Sale(10b5-1 plan) | −675 | $120.30 | $81.20K | 61,933 |
| Ji-Yeun Lee Managing Partner | Sep 3, 2024 | Sale(10b5-1 plan) | −1,725 | $119.52 | $206.17K | 62,608 |
| Ji-Yeun Lee Managing Partner | Sep 3, 2024 | Sale(10b5-1 plan) | −7,100 | $118.34 | $840.21K | 64,333 |
| Ji-Yeun Lee Managing Partner | Sep 3, 2024 | Sale(10b5-1 plan) | −483 | $121.71 | $58.79K | 61,450 |
| Ji-Yeun Lee Managing Partner | Sep 3, 2024 | Sale(10b5-1 plan) | −17 | $122.50 | $2.08K | 61,433 |
| Kievdi Don Cornwell Director | Aug 30, 2024 | Sale | −3,999 | $123.21 | $492.72K | 4,340 |
| Kievdi Don Cornwell Director | Aug 30, 2024 | Gift | −2,000 | – | – | 2,340 |
| Kievdi Don Cornwell Director | Aug 29, 2024 | Sale | −10,351 | $123.39 | $1.28M | 9,574 |
| Kievdi Don Cornwell Director | Aug 29, 2024 | Sale | −1,235 | $124.37 | $153.60K | 8,339 |
| Grace Reksten Skaugen Director | Aug 26, 2024 | Sale | −2,015 | $124.86 | $251.59K | 500 |
| Emily K. Rafferty Director | Aug 1, 2024 | Sale | −1,696 | $130.79 | $221.82K | 7,404 |
| Kievdi Don Cornwell Director | Aug 1, 2024 | Option exercise | +1,338 | – | – | 19,925 |
| Grace Reksten Skaugen Director | Jul 29, 2024 | Option exercise | +2,015 | – | – | 2,515 |
| James Costos Director | Jun 3, 2024 | Option exercise | +2,543 | – | – | 10,860 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Don Cornwell K Director | Aug 21, 2026 | 7,845 | $1.36M | Aug 21, 2026 | Performance Stock Units |
| Costos James Director | Aug 21, 2026 | 1,723 | $301.53K | Aug 21, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Rafferty Emily Director | Aug 10, 2026 | 1,100 | $184.09K | Aug 10, 2026 | Restricted Stock Vesting Under a Registered Plan |
| M. R. Skaugen Grace Director | Jul 31, 2026 | 1,283 | $215.12K | Jul 31, 2026 | Restricted Stock Vesting Under a Registered Plan |
| A. Travin David Officer | May 6, 2026 | 3,000 | $457.28K | May 6, 2026 | Restricted stock vesting under a registered plan |
| Meates Helen Officer | May 1, 2026 | 8,000 | $1.23M | May 1, 2026 | Restricted stock vesting under a registered plan |
| M. R. Skaugen Grace Director | Aug 7, 2025 | 1,504 | $266.04K | Aug 7, 2025 | Restricted stock vesting under a registered plan |
| Travin David Officer | Jul 31, 2025 | 2,288 | $407.41K | Jul 31, 2025 | Restricted stock vesting under a registered plan |
| Don Cornwell K. Director | May 30, 2025 | 10,403 | $1.56M | May 30, 2025 | Performance Stock Units |
| Don Cornwell K. Director | May 29, 2025 | 9,597 | $1.45M | May 29, 2025 | Restricted stock vesting under a registered plan |
| Travin David Officer | May 2, 2025 | 5,000 | $708.72K | May 2, 2025 | Restricted stock vesting under a registered plan |
| Whitney Kenneth Affiliate | Nov 13, 2024 | 1,725 | $277.26K | Nov 12, 2024 | Transfer |
| David Adam Travin Officer | Nov 8, 2024 | 1,541 | $246.08K | Nov 8, 2024 | Stock Award |
| Costos James Director | Nov 7, 2024 | 1,500 | $242.11K | Nov 7, 2024 | Restricted stock vesting under a registered plan |
| Lee Ji-Yeun Officer | Sep 3, 2024 | 10,000 | $1.24M | Sep 3, 2024 | Restricted Stock Units |