PLAB

Photronics Inc Cross-source read$29.11 2.10%
Information TechnologyCUSIP 719405102· EOD Sep 18, 2026

Among active 13F managers last quarter, 8 opened and 30 added, while 22 reduced; the largest holder to move was American Century Companies Inc (+15%). Over the last 180 days, 7 insiders sold and none bought, a net -$14.9M in open-market trades.

Tracked 13F holders
290
145 in Q2 2026 filings
13F value (tracked)
$1.8B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
38 adding · 22 trimming
Insiders · Form 4 open-market, 180d
0 buying · 7 selling · -$14.9M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$29.11 2.10%5Y +111.7%
$8.84$21.23$33.61$45.99$58.382021202220232024202520263222645263040294629234453413738373643453343484252563650482256488645645760661571977759586275555
Hover for who · click for detailEnd-of-day closing prices52w $20.28 – $54.96

Who owns PLAB?

290 tracked 13F filers · ranked by shares held

290 tracked 13F filers disclose a position in PLAB as of the latest SEC 13F filings, a combined $1.8B 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.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.9.5M
$308.6M
+1.1%
Added · +99K sh
Q2 2026
2Dimensional Fund Advisors LP4.0M
$160.1M
−2.3%
Reduced · −92K sh
Q1 2026
3Vanguard Portfolio Management LLC3.0M
$96.7M
+4.5%
Added · +127K sh
Q2 2026
4American Century Companies Inc2.8M
$114.0M
+15%
Added · +359K sh
Q1 2026
5Vanguard Capital Management LLC2.5M
$81.4M
−0.1%
Reduced · −2K sh
Q2 2026
6State Street Corp2.3M
$76.1M
+4.5%
Added · +100K sh
Q2 2026
7Geode Capital Management, LLC2.2M
$70.5M
+17%
Added · +313K sh
Q2 2026
8Victory Capital Management Inc1.9M
$78.3M
−9.5%
Reduced · −204K sh
Q1 2026
9Price T Rowe Associates Inc1.6M
$51.1M
+74%
Added · +668K sh
Q2 2026
10Vaughan Nelson Investment Management, L.P.1.1M
$34.8M
−9.6%
Reduced · −114K sh
Q2 2026
11Morgan Stanley1.0M
$41.5M
−27%
Reduced · −382K sh
Q1 2026
12Charles Schwab Investment Management Inc1.0M
$40.6M
−1.8%
Reduced · −19K sh
Q1 2026
13Northern Trust Corp851K
$34.4M
+2.0%
Added · +17K sh
Q1 2026
14Janus Henderson Group Ltd.823K
$33.3M
+33%
Added · +202K sh
Q1 2026
15Boston Partners785K
$31.8M
−3.0%
Reduced · −24K sh
Q1 2026
16Needham Investment Management LLC586K
$19.0M
−3.2%
Reduced · −20K sh
Q2 2026
17Qube Research & Technologies Ltd548K
$22.1M
+90%
Added · +259K sh
Q1 2026
18AQR Capital Management LLC486K
$19.7M
+24%
Added · +95K sh
Q1 2026
19Easterly Investment Partners LLC466K
$15.2M
+16%
Added · +63K sh
Q2 2026
20Vanguard Fiduciary Trust Co398K
$12.9M
+5.1%
Added · +19K sh
Q2 2026
21Heartland Advisors Inc380K
$12.4M
+2.5%
Added · +9K sh
Q2 2026
22Bank of New York Mellon Corp378K
$15.3M
−2.9%
Reduced · −11K sh
Q1 2026
23Segall Bryant & Hamill, LLC374K
$12.2M
+500%
Added · +312K sh
Q2 2026
24Allianz Asset Management GmbH369K
$14.9M
+213%
Added · +252K sh
Q1 2026
25Norges Bank361K
$11.5M
New
+361K sh
Q4 2025

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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is PLAB being bought or sold by institutions?

Last quarter, 8 funds opened a new position in PLAB and 30 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
8
funds took a first position
Added
30
added to an existing position
Reduced
22
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own PLAB also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT157 funds$219.2B
Amazon.com IncAMZN156 funds$174.2B
Nvidia CorpNVDA153 funds$349.4B
Apple IncAAPL153 funds$251.5B
Alphabet Inc-CL AGOOGL153 funds$153.8B
JPMorgan Chase & CoJPM149 funds$56.3B
Meta Platforms Inc-Class AMETA147 funds$96.8B
Visa Inc-Class A SharesV146 funds$53.3B
Berkshire Hathaway Inc-CL BBRK/B144 funds$29.5B
Broadcom IncAVGO143 funds$142.0B
Alphabet Inc-CL CGOOG143 funds$108.0B
Eli Lilly & CoLLY143 funds$74.4B

Ranked by how many of PLAB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PLAB.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$14.9M
7 insiders
Net · 180d
-$14.9M
25 open-market transactions
DateInsiderRoleActionSharesValue
Apr 17, 2026Zhang RuiVP, CAO & Corporate ControllerSell (S)5K$213K
Apr 16, 2026Lee Kang JyhDirectorSell (S)
2 lots, same day
20K$919K
Apr 15, 2026Lee Kang JyhDirectorSell (S)10K$451K
Apr 14, 2026Macricostas Constantine SDirectorSell (S)50K$2.3M
Apr 14, 2026Wang Hsueh-ChunSVP/COO IC & US/EU Mnstrm OpsSell (S)19K$872K
Apr 13, 2026Lee Kang JyhDirectorSell (S)5K$225K
Apr 13, 2026Rivera EricPresident, CFOSell (S)1K$45K
Apr 9, 2026Wang Hsueh-ChunSVP/COO IC & US/EU Mnstrm OpsSell (S)12K$525K
Apr 9, 2026Lee Kang JyhDirectorSell (S)5K$220K
Apr 9, 2026Rivera EricPresident, CFOSell (S)
2 lots, same day
42K$1.8M
Apr 8, 2026Lee Kang JyhDirectorSell (S)5K$216K
Apr 8, 2026Macricostas GeorgeCEOSell (S)
3 lots, same day
121K$5.2M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4540
Insiders
Form 4 open-market
07-$14.9M
US House
STOCK Act trades
00$0
Sector rotation
PLAB is in Information Technology, which smart money is rotating INTO
+$13.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

145 tracked filers in Q2 2026 filingsstill filing
0142283Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $359.3M · 2 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for PLAB

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Ask your agent what changed in PLAB

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PLAB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PLAB.
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 PLAB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.