Among active 13F managers last quarter, 6 opened and 2 added, while 2 reduced; the largest holder to move was Logos Global Management LP (−7.1%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
23 tracked 13F filers disclose a position in PTN as of the latest SEC 13F filings, a combined $7.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Ltd. | 140K | $2.4M | —Held | Q1 2026 | |
| 2 | Logos Global Management LP | 130K | $1.4M | ▼−7.1% Reduced · −10K sh | Q2 2026 | |
| 3 | Ra Capital Management, L.P. | 62K | $670K | ▼−11% Reduced · −8K sh | Q2 2026 | |
| 4 | Balyasny Asset Management L.P. | 41K | $717K | ▲New +41K sh | Q1 2026 | |
| 5 | Morgan Stanley | 27K | $475K | ▼~0% Reduced · −9 sh | Q1 2026 | |
| 6 | Opaleye Management Inc. | 21K | $221K | ▲New +21K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 19K | $209K | ▲+4.8% Added · +880 sh | Q2 2026 | |
| 8 | Vanguard Capital Management LLC | 19K | $204K | ▼−0.3% Reduced · −68 sh | Q2 2026 | |
| 9 | Miller Financial Services LLC | 15K | $162K | ▲+19% Added · +2K sh | Q2 2026 | |
| 10 | LPL Financial LLC | 13K | $219K | ▲New +13K sh | Q1 2026 | |
| 11 | Woodline Partners LP | 11K | $121K | ▲New +11K sh | Q2 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 9K | $95K | ▲+0.8% Added · +68 sh | Q2 2026 | |
| 13 | BlackRock, Inc. | 6K | $61K | ▲Added Added · +6K sh | Q2 2026 | |
| 14 | UBS Group AG | 3K | $58K | ▲+298% Added · +2K sh | Q1 2026 | |
| 15 | Vanguard Global Advisers, LLC | 1K | $13K | —Held | Q2 2026 | |
| 16 | Tower Research Capital LLC (TRC) | 338 | $6K | ▲New +338 sh | Q1 2026 | |
| 17 | Osaic Holdings, Inc. | 169 | $3K | ▲+745% Added · +149 sh | Q1 2026 | |
| 18 | Jones Financial Companies LLLP | 150 | $3K | ▲New +150 sh | Q1 2026 | |
| 19 | US Bancorp | 125 | $2K | —Held | Q1 2026 | |
| 20 | SBI Securities Co., Ltd. | 107 | $1K | ▲+723% Added · +94 sh | Q2 2026 | |
| 21 | Advisory Services Network, LLC | 35 | $610 | ▲New +35 sh | Q1 2026 | |
| 22 | West Paces Advisors Inc. | 12 | $129 | ▲New +12 sh | Q2 2026 | |
| 23 | Wells Fargo & Company | 8 | $139 | —Held | 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, 6 funds opened a new position in PTN and 2 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Revolution Medicines IncRVMD | 9 funds | $1.5B |
| Rhythm Pharmaceuticals IncRYTM | 9 funds | $937.1M |
| Jade Biosciences IncJBIO | 9 funds | $161.3M |
| Microsoft CorpMSFT | 8 funds | $9.8B |
| Apple IncAAPL | 8 funds | $8.8B |
| Amazon.com IncAMZN | 8 funds | $8.4B |
| Alphabet Inc-CL CGOOG | 8 funds | $7.5B |
| Meta Platforms Inc-Class AMETA | 8 funds | $5.2B |
| Eli Lilly & CoLLY | 8 funds | $4.4B |
| Mastercard Inc - AMA | 8 funds | $2.6B |
| Johnson & JohnsonJNJ | 8 funds | $2.4B |
| Alphabet Inc-CL AGOOGL | 8 funds | $2.0B |
Ranked by how many of PTN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PTN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 24, 2025 | Wills Stephen T | Executive VP and CFO/COO | Sell (S) | 565 | $9K |
| Jun 13, 2025 | Dunton Alan W | Director | Buy (P) | 200 | — |
| Jun 13, 2025 | Spana Carl | President and CEO, Director | Buy (P) | 2K | — |
| Jun 13, 2025 | Wills Stephen T | Executive VP and CFO/COO | Buy (P) | 2K | — |
| May 7, 2025 | Deveer Robert K Jr | Director | Buy (P) | 100K | $10K |
| Aug 1, 2024 | Wills Stephen T | Executive VP and CFO/COO | Sell (S) 2 lots, same day | 5K | $8K |
| Apr 11, 2024 | Deveer Robert K Jr | Director | Buy (P) | 6K | $13K |
| Mar 6, 2024 | Deveer Robert K Jr | Director | Sell (S) 7 lots, same day | 12K | $23K |
| Dec 6, 2023 | Wills Stephen T | Executive VP and CFO/COO | Sell (S) 2 lots, same day | 5K | $13K |
| Dec 4, 2023 | Dunton Alan W | Director | Sell (S) 2 lots, same day | 200 | $496 |
| Dec 27, 2022 | Wills Stephen T | Executive VP and CFO/COO | Buy (P) 4 lots, same day | 10K | $22K |
| Dec 27, 2022 | Spana Carl | President and CEO, Director | Buy (P) 2 lots, same day | 10K | $22K |
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.
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 7 | 4 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
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.
Connected entities for PTN
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/PTN/capital-change-brief"
Use Arkolith's capital_change_brief for PTN. 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 PTN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.