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/PTEN/capital-change-brief"
Use Arkolith's capital_change_brief for PTEN. 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. | $659.4M | 60.9M | ▲+4.4% Added · +2.6M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $293.1M | 27.1M | ▲New +27.1M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $229.7M | 21.2M | ▲+15% Added · +2.7M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $180.0M | 16.6M | ▲New +16.6M sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $177.7M | 16.4M | ▲+4.3% Added · +670K sh | Q1 2026 | |
| 6 | Sourcerock Group LLC | $176.6M | 16.3M | ▲+4.6% Added · +713K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $165.0M | 15.2M | ▲+44% Added · +4.7M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $162.3M | 15.0M | ▼−1.8% Reduced · −279K sh | Q1 2026 | |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | $132.7M | 12.3M | ▼−25% Reduced · −4.2M sh | Q1 2026 | |
| 10 | PRINCIPAL FINANCIAL GROUP INC | $102.3M | 9.5M | ▲+11% Added · +935K sh | Q1 2026 | |
| 11 | VAN ECK ASSOCIATES CORP | Withheld | 8.9M | ▲+36% Added · +2.4M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $95.6M | 8.8M | ▲+2.2% Added · +193K sh | Q1 2026 | |
| 13 | Blackstone Inc. | $77.3M | 7.1M | ▼−75% Reduced · −20.9M sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $74.7M | 6.9M | ▲+12% Added · +750K sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $57.4M | 5.3M | ▼−13% Reduced · −800K sh | Q1 2026 | |
| 16 | Fisher Asset Management, LLC | $55.9M | 5.2M | ▲+18% Added · +783K sh | Q1 2026 | |
| 17 | VICTORY CAPITAL MANAGEMENT INC | $52.7M | 4.9M | ▲+103% Added · +2.5M sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $52.6M | 4.9M | ▲+11% Added · +476K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.9M | 4.4M | ▲+8.6% Added · +350K sh | Q1 2026 | |
| 20 | Webs Creek Capital Management LP | $47.4M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $44.7M | 4.1M | ▼−28% Reduced · −1.6M sh | Q1 2026 | |
| 22 | ARGA Investment Management, LP | $42.3M | 3.9M | ▼−2.6% Reduced · −104K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $41.8M | 3.9M | ▼−2.5% Reduced · −101K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $41.2M | 3.8M | ▲+4.0% Added · +147K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $39.5M | 3.6M | ▼−5.9% Reduced · −227K 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 9, 2026 | Robinson Forrest C | Chief Accounting Officer | Grant (A) | 21K | $0 |
| Jun 9, 2026 | Robinson Forrest C | Chief Accounting Officer | Tax withholding (F) | 6K | $68K |
| Jun 8, 2026 | Robinson Forrest C | Chief Accounting Officer | Sell (S) | 14K | $164K |
| Jun 5, 2026 | Hendricks William Andrew JR | President & CEO, Director | Sell (S) | 200K | $2.3M |
| May 28, 2026 | Holcomb James Michael | EVP & Chief Operating Officer | Sell (S) | 150K | $1.7M |
| May 9, 2026 | BERNS KENNETH N | Executive Vice President | Tax withholding (F) | 12K | $138K |
| May 9, 2026 | Holcomb James Michael | EVP & Chief Operating Officer | Tax withholding (F) | 12K | $142K |
| May 9, 2026 | Hendricks William Andrew JR | President & CEO, Director | Tax withholding (F) | 49K | $559K |
| May 9, 2026 | Smith Charles Andrew | EVP & Chief Financial Officer | Tax withholding (F) | 13K | $149K |
| May 9, 2026 | Wexler Seth David | EVP, General Counsel&Secretary | Tax withholding (F) | 10K | $118K |
| May 5, 2026 | Holcomb James Michael | EVP & Chief Operating Officer | Tax withholding (F) | 10K | $120K |
| May 5, 2026 | BERNS KENNETH N | Executive Vice President | Tax withholding (F) | 13K | $156K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 142 funds | $53.9B |
| AMAZON.COM INCAMZN | 140 funds | $43.1B |
| NVIDIA CORPNVDA | 139 funds | $77.3B |
| BROADCOM INCAVGO | 139 funds | $28.0B |
| ELI LILLY & COLLY | 139 funds | $13.8B |
| META PLATFORMS INC-CLASS AMETA | 138 funds | $23.5B |
| COSTCO WHOLESALE CORPCOST | 138 funds | $8.7B |
| UNITEDHEALTH GROUP INCUNH | 138 funds | $5.2B |
| APPLE INCAAPL | 136 funds | $61.3B |
| ALPHABET INC-CL AGOOGL | 136 funds | $33.7B |
| TESLA INCTSLA | 136 funds | $16.4B |
| MASTERCARD INC - AMA | 136 funds | $9.3B |
Ranked by how many of PTEN'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 PTEN. 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.