SCHEDULE 13G/A: River Road Asset Management Discloses 6.9% Passive Stake in P10, Inc. via Amended SEC Filing

River Road Asset Management, LLC has filed an amended Schedule 13G, reporting a 6.9% beneficial ownership stake in P10, Inc. as of March 31, 2025.

Summary

• River Road Asset Management, LLC, a Delaware-based investment adviser, has filed an Amendment No. 2 to Schedule 13G regarding its beneficial ownership in P10, Inc.
• As of March 31, 2025, River Road Asset Management beneficially owns 4,725,477 shares of P10, Inc. Common Stock.
• This ownership represents 6.9% of the class of P10, Inc.'s Common Stock.
• The firm holds sole voting power over 4,054,981 shares and sole dispositive power over all 4,725,477 shares.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of P10, Inc.

Sentiment

Score: 6

Explanation: The disclosure of a significant, passive institutional holding is generally neutral to mildly positive, indicating continued investor interest without intent to influence control.

Positives

• The continued disclosure of a significant beneficial ownership stake (6.9%) by an institutional investment adviser like River Road Asset Management, LLC, may signal ongoing institutional confidence in P10, Inc.

Risks

• The filing explicitly states that the securities were not acquired or held for the purpose of changing or influencing the control of the issuer, indicating a passive investment approach by River Road Asset Management, LLC.

Industry Context

This filing is a routine disclosure of a significant passive ownership stake by an institutional investor, common in the financial industry for transparency regarding large holdings in publicly traded companies.

Stakeholder Impact

• Shareholders of P10, Inc. are informed of a significant institutional investor's continued stake in the company, providing transparency regarding the ownership structure.

Key Dates

Keywords

P10 Inc, River Road Asset Management, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, Investment Adviser, Passive Investment