Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026)
Perella Weinberg Partners (PWP) reported Cash & Current Investments of $77.7 million for Q1 2026, down 30.2% year-over-year from $111.2 million in Q1 2025, and down 30.2% quarter-over-quarter from $111.2 million in Q1 2025.
Perella Weinberg Partners (PWP) Cash & Current Investments (2019 - 2026) Analysis & Trends
Perella Weinberg Partners (PWP) has 8 years of Cash & Current Investments data on file, last reported at $77.7 million in Q1 2026.
- Cash & Current Investments for Q1 2026 came in at $77.7 million, down 30.2% year-over-year; the trailing twelve-month figure through Mar 2026 was $77.7 million (down 30.2% YoY), and the FY2024 annual result was $96.0 million, down 71.62% from the prior year.
- Cash & Current Investments eased to $77.7 million in Q1 2026 per PWP's latest filing, from $111.2 million in the prior quarter.
- Over five years, Cash & Current Investments peaked at $338.3 million in Q4 2023 and troughed at $25.0 million in Q1 2023.
- A 5-year average of $131.0 million and a median of $113.0 million in 2022 frame the typical range for Cash & Current Investments.
- The sharpest annual moves came in 2023 and 2024: Cash & Current Investments soared 141.49% in 2023, then sank 71.62% in 2024.
- A 5-year view of Cash & Current Investments shows it stood at $140.1 million in 2022, then surged by 141.49% to $338.3 million in 2023, then slumped by 71.62% to $96.0 million in 2024, then increased by 15.85% to $111.2 million in 2025, then sank by 30.2% to $77.7 million in 2026.
- Business Quant data shows PWP's Cash & Current Investments at $77.7 million in Q1 2026, $111.2 million in Q1 2025, and $96.0 million in Q4 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | 268,003.51 |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | 133.53 Bn |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - | 937.55 Bn |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - | 44.98 Bn |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn | 5.01 Bn |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - | 5.09 Bn |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - | 1.02 Bn |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - | 1.94 Bn |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn | 1.52 Bn |
| 10 | Perella Weinberg Partners | 1.08 Bn | 1.38 Bn | - | 77.66 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 77.66 Mn |
| Mar 31, 2025 | 111.25 Mn |
| Dec 31, 2024 | 96.03 Mn |
| Sep 30, 2024 | 95.05 Mn |
| Jun 30, 2024 | 185.28 Mn |
| Dec 31, 2023 | 338.35 Mn |
| Sep 30, 2023 | 70.01 Mn |
| Jun 30, 2023 | 179.77 Mn |
| Mar 31, 2023 | 24.96 Mn |
| Dec 31, 2022 | 140.11 Mn |
| Sep 30, 2022 | 138.86 Mn |
| Jun 30, 2022 | 114.82 Mn |
| Sep 30, 2021 | 415.84 Mn |
| Jun 30, 2021 | 349.68 Mn |
| Mar 31, 2021 | 824,082.00 |
| Sep 30, 2020 | 1.63 Mn |
| Mar 31, 2020 | 9,126.00 |
| Dec 31, 2019 | 10,762.00 |