81 tracked 13F filers disclose a position in PESI as of the latest SEC 13F filings, a combined $80.2M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $12.5M | 1.2M | ▼−2.3% Reduced · −28K sh | Q1 2026 | |
| 2 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $11.1M | 777K | —Held | Q2 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $8.1M | 759K | →First observed position No prior filed position | Q1 2026 | |
| 4 | DIAMOND HILL CAPITAL MANAGEMENT INC | $9.2M | 643K | ▲+80% Added · +287K sh | Q2 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $6.5M | 455K | ▲+5.2% Added · +22K sh | Q2 2026 | |
| 6 | HEARTLAND ADVISORS INC | $5.7M | 400K | —Held | Q2 2026 | |
| 7 | STATE STREET CORP | $5.0M | 350K | ▲+4.2% Added · +14K sh | Q2 2026 | |
| 8 | GROUP ONE TRADING LLC | $2.6M | 248K | ▲62× Added · +244K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $1.8M | 164K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $1.5M | 143K | ▲+98% Added · +71K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $1.4M | 130K | ▲+4.9% Added · +6K sh | Q1 2026 | |
| 12 | VANGUARD FIDUCIARY TRUST CO | $1.3M | 119K | →First observed position No prior filed position | Q1 2026 | |
| 13 | Diametric Capital, LP | $1.6M | 115K | ▲New +115K sh | Q2 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1M | 100K | →First observed position No prior filed position | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $741K | 69K | ▲+92% Added · +33K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | $673K | 63K | ▼−34% Reduced · −33K sh | Q1 2026 | |
| 17 | UBS Group AG | $664K | 62K | ▲+114% Added · +33K sh | Q1 2026 | |
| 18 | Squarepoint Ops LLC | $555K | 52K | ▲+41% Added · +15K sh | Q1 2026 | |
| 19 | Sixth Street Partners Management Company, L.P. | $647K | 45K | ▲New +45K sh | Q2 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $483K | 45K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 21 | GatePass Capital, LLC | $639K | 45K | ▲+50% Added · +15K sh | Q2 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $466K | 44K | ▼−10% Reduced · −5K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $432K | 40K | ▼−8.3% Reduced · −4K sh | Q1 2026 | |
| 24 | SIMPLEX TRADING, LLC | $335K | 31K | ▲New +31K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $305K | 29K | ▼−80% Reduced · −116K 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.
Last quarter, 9 funds opened a new position in PESI and 9 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $79.4B |
| AMAZON.COM INCAMZN | 31 funds | $51.7B |
| CHEVRON CORPCVX | 31 funds | $7.7B |
| ABBOTT LABORATORIESABT | 31 funds | $4.5B |
| NVIDIA CORPNVDA | 30 funds | $116.9B |
| ELI LILLY & COLLY | 30 funds | $22.1B |
| VISA INC-CLASS A SHARESV | 30 funds | $19.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 30 funds | $10.8B |
| JOHNSON & JOHNSONJNJ | 30 funds | $10.0B |
| CISCO SYSTEMS INCCSCO | 30 funds | $6.6B |
| ORACLE CORPORCL | 30 funds | $5.5B |
| TEXAS INSTRUMENTS INCTXN | 30 funds | $5.0B |
Ranked by how many of PESI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 16, 2025 | Duggan Kerry C | Director | Sell (S) | 6K | $49K |
| Sep 11, 2025 | Shelton Larry | Director | Buy (P) | 1K | $9K |
| Sep 11, 2025 | Duff Mark | President and CEO, Director | Buy (P) | 897 | $7K |
| Sep 9, 2025 | Shelton Larry | Director | Buy (P) | 1K | $10K |
| May 30, 2025 | Duggan Kerry C | Director | Sell (S) | 17K | — |
| Mar 21, 2025 | Duff Mark | President and CEO, Director | Buy (P) | 650 | $5K |
| Mar 21, 2025 | Duff Mark | President and CEO, Director | Buy (P) | 650 | $5K |
| Mar 21, 2025 | Duff Mark | President and CEO, Director | Buy (P) | 750 | $5K |
| Mar 21, 2025 | Naccarato Ben | Chief Financial Officer | Buy (P) | 400 | $3K |
| Mar 18, 2025 | Duff Mark | President and CEO, Director | Buy (P) | 500 | $4K |
| Mar 18, 2025 | Duff Mark | President and CEO, Director | Buy (P) | 500 | $4K |
| Mar 18, 2025 | Eshleman Troy | Chief Operating Officer | Buy (P) | 1K | $10K |
Connected entities for PESI
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/PESI/capital-change-brief"
Use Arkolith's capital_change_brief for PESI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PESI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.