This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PATK/capital-change-brief"
Use Arkolith's capital_change_brief for PATK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $529.2M | 4.8M | ▼−0.5% Reduced · −26K sh | Q1 2026 | |
| 2 | FMR LLC | $397.8M | 3.6M | ▼−6.1% Reduced · −231K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $161.2M | 1.5M | ▼−4.2% Reduced · −64K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $159.1M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $138.9M | 1.3M | ▲+1.2% Added · +15K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $90.7M | 817K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $86.0M | 774K | ▲New +774K sh | Q1 2026 | |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $78.9M | 710K | ▼−5.2% Reduced · −39K sh | Q1 2026 | |
| 9 | T. Rowe Price Investment Management, Inc. | Withheld | 652K | ▲+16% Added · +90K sh | Q1 2026 | |
| 10 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $71.8M | 647K | ▲+0.9% Added · +6K sh | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $71.6M | 644K | ▲+5.1% Added · +31K sh | Q1 2026 | |
| 12 | FRANKLIN RESOURCES INC | $69.0M | 621K | ▼−4.8% Reduced · −31K sh | Q1 2026 | |
| 13 | Copeland Capital Management, LLC | $62.6M | 564K | ▲+18% Added · +85K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.8M | 511K | ▲+1.0% Added · +5K sh | Q1 2026 | |
| 15 | SCHRODER INVESTMENT MANAGEMENT GROUP | $48.5M | 459K | ▲+16% Added · +65K sh | Q1 2026 | |
| 16 | LOOMIS SAYLES & CO L P | $50.0M | 450K | ▼−7.7% Reduced · −38K sh | Q1 2026 | |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $44.6M | 401K | ▼−23% Reduced · −122K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $44.3M | 398K | ▼−1.4% Reduced · −6K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $44.0M | 396K | ▼−13% Reduced · −59K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $43.4M | 391K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 21 | Fiera Capital Corp | $41.8M | 377K | ▲+2.7% Added · +10K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $39.0M | 351K | ▲+6.1% Added · +20K sh | Q1 2026 | |
| 23 | Nuveen, LLC | $34.7M | 313K | ▼−25% Reduced · −106K sh | Q1 2026 | |
| 24 | KENNEDY CAPITAL MANAGEMENT LLC | $26.2M | 236K | ▼−1.2% Reduced · −3K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $25.5M | 229K | ▲New +229K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | WELCH M SCOTT | Director | Buy (P) | 100 | $8K |
| May 28, 2026 | Rodino Jeffrey M | President | Gift (G) | 500 | $0 |
| May 19, 2026 | WELCH M SCOTT | Director | Buy (P) | 100 | $9K |
| May 14, 2026 | Kitson Michael A | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Forbes John A | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Suggs Denis G | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | WELCH M SCOTT | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Cerulli Joseph M | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Cleveland Todd M | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Brown Natalie A | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Augsburger Blake | Director | Grant (A) | 2K | $0 |
| May 6, 2026 | Petkovich Jacob R | President - Marine | Buy (P) | 1K | $124K |
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 103 funds | $29.5B |
| NVIDIA CORPNVDA | 102 funds | $59.9B |
| MICROSOFT CORPMSFT | 102 funds | $45.0B |
| BROADCOM INCAVGO | 102 funds | $22.7B |
| JPMORGAN CHASE & COJPM | 102 funds | $14.9B |
| ELI LILLY & COLLY | 102 funds | $11.7B |
| MASTERCARD INC - AMA | 102 funds | $7.8B |
| HOME DEPOT INCHD | 102 funds | $5.4B |
| APPLE INCAAPL | 101 funds | $50.6B |
| AMAZON.COM INCAMZN | 101 funds | $31.5B |
| META PLATFORMS INC-CLASS AMETA | 101 funds | $18.8B |
| VISA INC-CLASS A SHARESV | 101 funds | $9.1B |
Ranked by how many of PATK's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PATK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.