PXEDNYSEServices-Educational ServicesFiscal year ends August 31
Phoenix Education Partners, Inc.
Financials through Q3 FY2026, quarter ended May 31, 2026Last filing: 10-Q on Jul 14, 2026
$23.68+0.05 (+0.21%)
Close on Oct 19, 2026
- Market cap
- $921.63M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.2%
31M of 36M shares
Institutional holders
97
29 new, 12 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
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 |
|---|---|---|---|---|
| Adnan A. Nisar | 4,935,463 | 13.84% | 13G (passive) | Dec 31, 2025 |
| AP VIII Socrates Holdings GP, LLC | 24,901,319 | 69.50% | 13G (passive) amendment | Mar 31, 2026 |
| APH Holdings, L.P. | 24,901,319 | 69.10% | 13G (passive) amendment | Jun 30, 2026 |
| Apollo Advisors VIII, L.P. | 24,901,319 | 69.60% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PXED | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Apollo Management Holdings, L.P. | 24,901,320 | 69.08% | $818.01M | +1 | 9.15% |
| Van Berkom & Associates Inc. | 1,340,935 | 3.72% | $44.05K | −1,399,827 | 1.42% |
| First Eagle Investment Management, LLC | 831,020 | 2.31% | $27.30M | +555,210 | 0.02% |
| Wellington Management Group Llp | 743,112 | 2.06% | $24.41M | +241,997 | 0.00% |
| Massachusetts Financial Services Co /Ma/ | 659,360 | 1.83% | $21.66M | −17,972 | 0.01% |
| BlackRock, Inc. | 384,179 | 1.07% | $12.62M | +52,067 | 0.00% |
| FIL Ltd | 250,000 | 0.69% | $8.21M | – | 0.01% |
| Vanguard Capital Management LLC | 224,932 | 0.62% | $7.39M | +178,602 | 0.00% |
| Geode Capital Management, LLC | 119,736 | 0.33% | $3.93M | +8,877 | 0.00% |
| State Street Corp | 115,975 | 0.32% | $3.81M | +17,922 | 0.00% |
| American Century Companies Inc | 94,623 | 0.26% | $3.11M | +54,364 | 0.00% |
| Segall Bryant & Hamill, LLC | 83,821 | 0.23% | $2.75M | +56,560 | 0.03% |
| Morgan Stanley | 73,233 | 0.20% | $2.41M | +33,911 | 0.00% |
| Heartland Advisors Inc | 73,005 | 0.20% | $2.40M | New | 0.11% |
| Curated Wealth Partners LLC | 65,005 | 0.18% | $2.14M | +5 | 0.25% |
| Bnp Paribas Arbitrage, Snc | 60,380 | 0.17% | $1.98M | +39,713 | 0.00% |
| Alyeska Investment Group, L.P. | 57,696 | 0.16% | $1.90M | −185,859 | 0.00% |
| Trexquant Investment LP | 51,273 | 0.14% | $1.68M | New | 0.01% |
| Goldman Sachs Group Inc | 49,956 | 0.14% | $1.64M | −17,364 | 0.00% |
| Walleye Capital LLC | 47,493 | 0.13% | $1.56M | +31,331 | 0.01% |
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 | 97 | 31M | 86.2% | 29 / 39 | 22 / 12 | 2M | 3M |
| Q1 2026 | 82 | 32M | 88.2% | 32 / 24 | 14 / 13 | 2M | 1M |
| Q4 2025 | 65 | 31M | 85.0% | 65 / 0 | 0 / 0 | 31M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PXED | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Eagle Small Cap Opportunity Fund | 382,970 | 1.06% | $10.95M | 0.38% | Jul 31, 2026 |
| MFS New Discovery Value Fund | 315,940 | 0.88% | $9.55M | 0.38% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 173,400 | 0.48% | $5.70M | 0.00% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 143,925 | 0.40% | $4.73M | 0.05% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 141,844 | 0.39% | $4.66M | 0.01% | Jun 30, 2026 |
| MFS Core Equity Fund | 101,181 | 0.28% | $3.06M | 0.05% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 63,484 | 0.18% | $1.92M | 0.01% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 58,913 | 0.16% | $1.68M | 0.00% | Jul 31, 2026 |
| MFS Blended Research Small Cap Equity Fund | 56,035 | 0.16% | $1.69M | 0.52% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 47,960 | 0.13% | $1.58M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 47,392 | 0.13% | $1.56M | 0.01% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 25,527 | 0.07% | $771.94K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 23,348 | 0.06% | $706.04K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 20,332 | 0.06% | $614.84K | 0.00% | May 31, 2026 |
| Victory Integrity Discovery Fund | 14,349 | 0.04% | $471.36K | 0.51% | Jun 30, 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 |
|---|---|---|---|---|
| Christopher Mark Lynne | Chief Executive Officer, Director | 206,389 | 0.57% | Aug 27, 2026 |
| Cheryl M. Naumann | Chief Human Resources Officer | 61,203 | 0.17% | Aug 27, 2026 |
| Srini Medi | Chief Legal Officer & Sec. | 73,734 | 0.20% | Aug 27, 2026 |
| Raghu Ram Krishnaiah | Chief Operating Officer | 91,141 | 0.25% | Aug 21, 2026 |
| John Terrence Woods | Chief Academic Off. & Provost | 68,316 | 0.19% | May 5, 2026 |
| Jeffrey Charles Honaker | Chief Accounting Officer | 30,132 | 0.08% | Apr 30, 2026 |
| Blair Wilde Westblom | CFO & Treasurer | 27,257 | 0.08% | Dec 11, 2025 |
| Robert Lee Brackenbury | Director | 2,332 | 0.01% | Jul 13, 2026 |
| Andrew Peter Bird | Director | 6,425 | 0.02% | Feb 24, 2026 |
| Johannes H. Worsoe | Director | 4,394 | 0.01% | Feb 24, 2026 |
| John Clement Sizer JR | Director | 6,425 | 0.02% | Feb 24, 2026 |
| Peter Jonathan Cohen | Director | 54,004 | 0.15% | Feb 24, 2026 |
| Jeffrey John Denham | Director | 6,425 | 0.02% | Feb 24, 2026 |
| Adnan A. Nisar | Director, 10% owner | 4,935,463 | 13.69% | Oct 17, 2025 |
| Martin H. Nesbitt | Director, 10% owner | 4,935,463 | 13.69% | Oct 17, 2025 |
| Theodore Jae-Young Kwon | Director | – | – | Oct 8, 2025 |
| Itai Wallach | Director | – | – | Oct 8, 2025 |
| TVG-I-E-AEG Holdings, LP | 10% owner | 4,935,463 | 13.69% | Oct 17, 2025 |
| Apollo Capital Management VIII, LLC | 10% owner | – | – | Oct 17, 2025 |
| AP VIII Socrates Holdings GP, LLC | 10% owner | – | – | Oct 17, 2025 |
| APH Holdings, L.P. | 10% owner | – | – | Oct 17, 2025 |
| Apollo Principal Holdings A GP, Ltd. | 10% owner | – | – | Oct 17, 2025 |
| Apollo Advisors VIII, L.P. | 10% owner | 24,901,319 | 69.08% | Oct 17, 2025 |
| AP VIII Socrates Holdings, L.P. | 10% owner | 28,980,352 | 80.40% | Oct 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Cheryl M. Naumann Chief Human Resources Officer | Aug 26, 2026 | Tax withholding | −25,502 | $28.80 | $734.46K | 61,203 |
| Cheryl M. Naumann Chief Human Resources Officer | Aug 26, 2026 | Option exercise | +43,883 | $11.04 | $484.47K | 86,705 |
| Christopher Mark Lynne Chief Executive Officer, Director | Aug 25, 2026 | Tax withholding | −45,249 | $28.74 | $1.30M | 206,389 |
| Christopher Mark Lynne Chief Executive Officer, Director | Aug 25, 2026 | Option exercise | +75,260 | $11.04 | $830.87K | 251,638 |
| Srini Medi Chief Legal Officer & Sec. | Aug 25, 2026 | Tax withholding | −33,190 | $28.74 | $953.88K | 73,734 |
| Srini Medi Chief Legal Officer & Sec. | Aug 25, 2026 | Option exercise | +60,052 | $11.04 | $662.97K | 106,924 |
| Raghu Ram Krishnaiah Chief Operating Officer | Aug 19, 2026 | Tax withholding | −39,825 | $27.86 | $1.11M | 91,141 |
| Raghu Ram Krishnaiah Chief Operating Officer | Aug 19, 2026 | Option exercise | +62,782 | $11.04 | $693.11K | 130,966 |
| Robert Lee Brackenbury Director | Jul 9, 2026 | Award | +2,332 | – | – | 2,332 |
| Cheryl M. Naumann Chief Human Resources Officer | May 1, 2026 | Tax withholding | −8,114 | $29.96 | $243.10K | 42,822 |
| Cheryl M. Naumann Chief Human Resources Officer | May 1, 2026 | Option exercise | +15,000 | $11.04 | $165.60K | 50,936 |
| John Terrence Woods Chief Academic Off. & Provost | May 1, 2026 | Tax withholding | −34,296 | $29.96 | $1.03M | 68,316 |
| John Terrence Woods Chief Academic Off. & Provost | May 1, 2026 | Option exercise | +60,052 | $11.04 | $662.97K | 102,612 |
| Jeffrey Charles Honaker Chief Accounting Officer | Apr 21, 2026 | Award | +5,196 | – | – | 30,132 |
| John Clement Sizer JR Director | Feb 20, 2026 | Award | +4,394 | – | – | 6,425 |
| Johannes H. Worsoe Director | Feb 20, 2026 | Award | +4,394 | – | – | 4,394 |
| Peter Jonathan Cohen Director | Feb 20, 2026 | Award | +4,394 | – | – | 54,004 |
| Andrew Peter Bird Director | Feb 20, 2026 | Award | +4,394 | – | – | 6,425 |
| Jeffrey John Denham Director | Feb 20, 2026 | Award | +4,394 | – | – | 6,425 |
| Apollo Advisors VIII, L.P. 10% owner | Oct 15, 2025 | Other | −532,048 | $32.00 | $17.03M | 24,901,319 |
| Adnan A. Nisar Director, 10% owner | Oct 15, 2025 | Sale | −105,452 | $29.92 | $3.16M | 4,935,463 |
| Martin H. Nesbitt Director, 10% owner | Oct 15, 2025 | Sale | −105,452 | $29.92 | $3.16M | 4,935,463 |
| TVG-I-E-AEG Holdings, LP 10% owner | Oct 15, 2025 | Sale | −105,452 | $29.92 | $3.16M | 4,935,463 |
| Apollo Advisors VIII, L.P. 10% owner | Oct 10, 2025 | Other | −3,546,985 | $32.00 | $113.50M | 25,433,367 |
| Adnan A. Nisar Director, 10% owner | Oct 10, 2025 | Sale | −703,015 | $29.92 | $21.03M | 5,040,915 |
| TVG-I-E-AEG Holdings, LP 10% owner | Oct 10, 2025 | Sale | −703,015 | $29.92 | $21.03M | 5,040,915 |
| Martin H. Nesbitt Director, 10% owner | Oct 10, 2025 | Sale | −703,015 | $29.92 | $21.03M | 5,040,915 |
| Blair Wilde Westblom CFO & Treasurer | Oct 9, 2025 | Tax withholding | −19,618 | – | – | 27,257 |
| Blair Wilde Westblom CFO & Treasurer | Oct 9, 2025 | Award | +46,875 | – | – | 46,875 |
| Blair Wilde Westblom CFO & Treasurer | Oct 9, 2025 | Award | +62,496 | – | – | 89,753 |
| Jeffrey Charles Honaker Chief Accounting Officer | Oct 9, 2025 | Award | +23,436 | – | – | 24,936 |
| Jeffrey Charles Honaker Chief Accounting Officer | Oct 9, 2025 | Award | +1,500 | – | – | 1,500 |
| Christopher Mark Lynne Chief Executive Officer, Director | Oct 9, 2025 | Award | +24,038 | – | – | 24,038 |
| Christopher Mark Lynne Chief Executive Officer, Director | Oct 9, 2025 | Award | +152,340 | – | – | 176,378 |
| Raghu Ram Krishnaiah Chief Operating Officer | Oct 9, 2025 | Award | +54,684 | – | – | 68,184 |
| Raghu Ram Krishnaiah Chief Operating Officer | Oct 9, 2025 | Award | +13,500 | – | – | 13,500 |
| John Clement Sizer JR Director | Oct 9, 2025 | Award | +2,031 | – | – | 2,031 |
| Peter Jonathan Cohen Director | Oct 9, 2025 | Award | +2,031 | – | – | 49,610 |
| Peter Jonathan Cohen Director | Oct 9, 2025 | Award | +42,500 | – | – | 47,579 |
| Cheryl M. Naumann Chief Human Resources Officer | Oct 9, 2025 | Award | +23,436 | – | – | 35,936 |
| Cheryl M. Naumann Chief Human Resources Officer | Oct 9, 2025 | Award | +12,500 | – | – | 12,500 |
| Blair Wilde Westblom CFO & Treasurer | Oct 9, 2025 | Award | +62,496 | – | – | 109,371 |
| Blair Wilde Westblom CFO & Treasurer | Oct 9, 2025 | Award | +46,875 | – | – | 46,875 |
| Jeffrey John Denham Director | Oct 9, 2025 | Award | +2,031 | – | – | 2,031 |
| John Terrence Woods Chief Academic Off. & Provost | Oct 9, 2025 | Award | +3,500 | – | – | 3,500 |
| John Terrence Woods Chief Academic Off. & Provost | Oct 9, 2025 | Award | +39,060 | – | – | 42,560 |
| Andrew Peter Bird Director | Oct 9, 2025 | Award | +2,031 | – | – | 2,031 |
| Srini Medi Chief Legal Officer & Sec. | Oct 9, 2025 | Award | +46,872 | – | – | 46,872 |
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 |
|---|---|---|---|---|---|
| Woods John Officer | Oct 9, 2026 | 57,788 | $1.51M | Oct 9, 2026 | Exercise of Stock Options |