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/PEN/capital-change-brief"
Use Arkolith's capital_change_brief for PEN. 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. | $1.4B | 4.3M | ▲+4.6% Added · +189K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $556.4M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $543.3M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 4 | HBK INVESTMENTS L P | $536.6M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $389.4M | 1.2M | ▲+2.5% Added · +28K sh | Q1 2026 | |
| 6 | MILLENNIUM MANAGEMENT LLC | $360.6M | 1.1M | ▲+62% Added · +420K sh | Q1 2026 | |
| 7 | BAILLIE GIFFORD & CO | $276.0M | 840K | ▼−4.1% Reduced · −36K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $261.3M | 795K | ▲+3.8% Added · +29K sh | Q1 2026 | |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | $250.2M | 762K | ▲+371% Added · +600K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $236.6M | 721K | ▲+126% Added · +402K sh | Q1 2026 | |
| 11 | CITIGROUP INC | $203.9M | 621K | ▲13× Added · +573K sh | Q1 2026 | |
| 12 | UBS Group AG | $184.0M | 560K | ▲+273% Added · +410K sh | Q1 2026 | |
| 13 | FMR LLC | $162.9M | 496K | ▼−90% Reduced · −4.6M sh | Q1 2026 | |
| 14 | Champlain Investment Partners, LLC | $161.4M | 491K | ▼−18% Reduced · −110K sh | Q1 2026 | |
| 15 | ExodusPoint Capital Management, LP | $152.8M | 465K | ▲21× Added · +443K sh | Q1 2026 | |
| 16 | WHITEBOX ADVISORS LLC | $146.1M | 445K | ▲New +445K sh | Q1 2026 | |
| 17 | AQR Arbitrage LLC | $138.9M | 423K | ▲New +423K sh | Q1 2026 | |
| 18 | TUDOR INVESTMENT CORP ET AL | $135.0M | 411K | ▲New +411K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $132.1M | 403K | ▼−50% Reduced · −395K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $131.8M | 401K | ▼−24% Reduced · −124K sh | Q1 2026 | |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $131.4M | 400K | ▲+130% Added · +226K sh | Q1 2026 | |
| 22 | Hudson Bay Capital Management LP | $114.6M | 349K | ▲New +349K sh | Q1 2026 | |
| 23 | Amundi | $113.5M | 346K | ▲+303% Added · +260K sh | Q1 2026 | |
| 24 | DIMENSIONAL FUND ADVISORS LP | $107.0M | 326K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $105.9M | 322K | ▲+4.8% Added · +15K 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 |
|---|---|---|---|---|---|
| May 19, 2026 | Elsesser Adam | CEO, Director | Gift (G) | 77K | $0 |
| Apr 2, 2026 | Grewal Harpreet | Director | Sell (S) | 100 | $33K |
| Mar 15, 2026 | Roberts Johanna | EVP, Gen. Counsel & Secretary | Tax withholding (F) | 186 | $63K |
| Mar 15, 2026 | Yuen Maggie | Chief Financial Officer | Tax withholding (F) | 186 | $63K |
| Mar 15, 2026 | Shiu Lambert | Chief Accounting Officer | Tax withholding (F) | 150 | $50K |
| Mar 15, 2026 | Narayan Shruthi | President | Tax withholding (F) | 117 | $39K |
| Mar 2, 2026 | Yuen Maggie | Chief Financial Officer | Sell (S) | 2K | $832K |
| Feb 17, 2026 | Roberts Johanna | EVP, Gen. Counsel & Secretary | Grant (A) | 3K | $0 |
| Feb 17, 2026 | Yuen Maggie | Chief Financial Officer | Grant (A) | 3K | $0 |
| Feb 17, 2026 | Shiu Lambert | Chief Accounting Officer | Grant (A) | 2K | $0 |
| Feb 17, 2026 | Narayan Shruthi | President | Grant (A) | 3K | $0 |
| Feb 15, 2026 | Roberts Johanna | EVP, Gen. Counsel & Secretary | Tax withholding (F) | 482 | $164K |
| Company | Co-held by | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 175 funds | $33.5B |
| AMAZON.COM INCAMZN | 174 funds | $57.4B |
| NVIDIA CORPNVDA | 173 funds | $103.6B |
| MICROSOFT CORPMSFT | 173 funds | $71.6B |
| ELI LILLY & COLLY | 172 funds | $18.1B |
| BOSTON SCIENTIFIC CORPBSX | 172 funds | $4.2B |
| ALPHABET INC-CL AGOOGL | 171 funds | $47.7B |
| MASTERCARD INC - AMA | 170 funds | $13.1B |
| APPLE INCAAPL | 169 funds | $83.8B |
| BROADCOM INCAVGO | 169 funds | $38.6B |
| TESLA INCTSLA | 168 funds | $21.3B |
| ADVANCED MICRO DEVICESAMD | 168 funds | $10.2B |
Ranked by how many of PEN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PEN. 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.