Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026)
Perella Weinberg Partners' Cash & Current Investments was $115.85 million in Q2 2026, down 20.1% from $145.04 million a year earlier but up 49.2% from the prior quarter.
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Analysis
Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026) Analysis & Trends
At the end of FY2025, Cash & Current Investments at Perella Weinberg Partners came in at $255.91 million, down 37.2% from FY2024.
- Cash & Current Investments shows a five-year compound annual growth rate of -4.9% (FY2020 to FY2025).
- In earlier years, Cash & Current Investments was $407.39 million in FY2024 (+20.4%), $338.35 million in FY2023 (+8.6%), $311.68 million in FY2022 (-38.0%) and $502.77 million in FY2021 (+52.8%).
- Quarterly Cash & Current Investments has moved between $77.66 million (Q1 2026) and $502.77 million (Q4 2021) over five years.
- Compared with a year earlier, Cash & Current Investments has declined for six straight quarters, with an average decline of 11.5% over the last eight quarters.
- The best year-over-year quarter for Cash & Current Investments over five years was Q3 2024 (growth of 70.5%); the worst was Q3 2025 (a decline of 44.6%).
- Per Business Quant data, PWP's Cash & Current Investments in the three quarters before Q2 2026 was $77.66 million (Q1 2026), $255.91 million (Q4 2025) and $185.54 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 105.82 Bn | 93.92 Bn | - | 2.28 Bn |
| 2 | Intercontinental Exchange | 89.41 Bn | 83.14 Bn | - | 1.95 Bn |
| 3 | Robinhood Markets | 86.77 Bn | 67.81 Bn | - | 5.36 Bn |
| 4 | Nasdaq | 52.58 Bn | 50.01 Bn | 1.50 Bn | 718.00 Mn |
| 5 | Interactive Brokers | 36.48 Bn | 13.59 Bn | - | 7.71 Bn |
| 6 | Cboe Global Markets | 32.16 Bn | 23.82 Bn | 731.60 Mn | 2.39 Bn |
| 7 | LPL Financial Holdings | 25.21 Bn | 20.53 Bn | - | 1.28 Bn |
| 8 | Tradeweb Markets | 24.34 Bn | 16.35 Bn | - | 2.06 Bn |
| 9 | Circle Internet | 20.17 Bn | 14.05 Bn | 288.85 Mn | 1.73 Bn |
| 10 | Perella Weinberg Partners | 936.67 Mn | 301.72 Mn | - | 115.85 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 115.85 Mn |
| Mar 31, 2026 | 77.66 Mn |
| Dec 31, 2025 | 255.91 Mn |
| Sep 30, 2025 | 185.54 Mn |
| Jun 30, 2025 | 145.04 Mn |
| Mar 31, 2025 | 111.25 Mn |
| Dec 31, 2024 | 407.39 Mn |
| Sep 30, 2024 | 335.15 Mn |
| Jun 30, 2024 | 185.28 Mn |
| Mar 31, 2024 | 156.69 Mn |
| Dec 31, 2023 | 338.35 Mn |
| Sep 30, 2023 | 196.58 Mn |
| Jun 30, 2023 | 179.77 Mn |
| Mar 31, 2023 | 129.92 Mn |
| Dec 31, 2022 | 311.68 Mn |
| Sep 30, 2022 | 281.72 Mn |
| Jun 30, 2022 | 265.11 Mn |
| Mar 31, 2022 | 223.14 Mn |
| Dec 31, 2021 | 502.77 Mn |
| Sep 30, 2021 | 415.84 Mn |
API Access
Perella Weinberg Partners Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=PWP&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "PWP", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=PWP&period=max&api_key=YOUR_API_KEY");
const data = await res.json();