Public record / Tickers / PTEN

PTEN — PATTERSON UTI ENERGY INC†

Both disclosure regimes on one name: who in Congress filed about PTEN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
15
all PTR rows naming PTEN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-20
filed 2024-11-20
13F holders
384
top-384 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Chris Jacobs · $15.0K–$50.0K

SELL · traded 2022-06-16 → filed 2022-07-28. Ranked over every PTEN row by the provable lower bound, never a point estimate.

No member disclosed PTEN in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PTEN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PTEN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-11-20Debbie Wasserman Schultz D–FL-25BUY DC (dependent-child-owned)Traded 10-23 +28d$1K–$15K
2024-02-15Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 01-11 +35d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 2023-12-11 +27d$1K–$15K
2023-08-21Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 07-14 +38d$1K–$15K
2023-07-11Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 06-13 +28d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 15 ↗

Members active in PTEN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed PTEN in the trailing 12 months.

Congress ↔ notable managers · PTEN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $4.6M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PATTERSON-UTI ENERGY INC

Merged timeline of congressional filings and notable-manager moves on PTEN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−7,884 sh
2026-05-15Bridgewater Associates 13FTRIM−180,210 sh
2026-05-14Caxton Associates 13FADD+385,215 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PTEN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$659M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$293M1
3DIMENSIONAL FUND ADVISORS LP$230M1
4VANGUARD CAPITAL MANAGEMENT LLC$180M1
5AMERICAN CENTURY COMPANIES INC$178M1
6Sourcerock Group LLC$177M1
7STATE STREET CORP$162M1
8Invesco Ltd.$145M1
9FULLER & THALER ASSET MANAGEMENT, INC.$133M1
10PRINCIPAL FINANCIAL GROUP INC$102M1
11GEODE CAPITAL MANAGEMENT, LLC$95.6M1
12Blackstone Inc.$77.3M1
13MORGAN STANLEY$74.7M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$72.5M1
15MILLENNIUM MANAGEMENT LLC$57.4M1
16Fisher Asset Management, LLC$55.9M1
17VICTORY CAPITAL MANAGEMENT INC$52.7M1
18BANK OF AMERICA CORP /DE/$52.6M1
19Monaco Asset Management SAM$49.9M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$47.9M1
21Webs Creek Capital Management LP$47.4M1
22RENAISSANCE TECHNOLOGIES LLC$44.7M1
23Bank of New York Mellon Corp$41.8M1
24NORTHERN TRUST CORP$41.2M1
25Nuveen, LLC$39.5M1
26TWO SIGMA INVESTMENTS, LP$38.8M1
27Squarepoint Ops LLC$36.1M1
28Allspring Global Investments Holdings, LLC$33.1M1
29Merewether Investment Management, LP$32.5M1
30UBS Group AG$31.6M1
31Holocene Advisors, LP$31.0M1
32SCHRODER INVESTMENT MANAGEMENT GROUP$29.6M1
33DRIEHAUS CAPITAL MANAGEMENT LLC$27.7M1
34BRIDGEWAY CAPITAL MANAGEMENT, LLC$26.3M1
35VANGUARD FIDUCIARY TRUST CO$24.5M1
36AQR CAPITAL MANAGEMENT LLC$22.6M1
37BARCLAYS PLC$21.2M1
38CITIGROUP INC$19.6M1
39SIR Capital Management, L.P.$18.6M1
40KAHN BROTHERS GROUP INC$18.3M1
41AMERIPRISE FINANCIAL INC$17.9M1
42FRANKLIN RESOURCES INC$17.9M1
43EDMOND DE ROTHSCHILD HOLDING S.A.$17.7M1
44Empowered Funds, LLC$16.5M1
45PUBLIC SECTOR PENSION INVESTMENT BOARD$13.4M1
46J. Goldman & Co LP$13.0M1
47Cerity Partners LLC$13.0M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$12.4M1
49Alyeska Investment Group, L.P.$11.5M1
50Man Group plc$11.3M1
51SEI INVESTMENTS CO$10.5M1
52Legal & General Group Plc$10.3M1
53NEW YORK STATE COMMON RETIREMENT FUND$10.2M1
54Cambria Investment Management, L.P.$10.1M1
55Lisanti Capital Growth, LLC$9.7M1
56VestGen Advisors, LLC$9.0M1
57UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8.6M1
58Point72 Asset Management, L.P.$8.4M1
59Corigliano Investment Advisers, LLC$8.3M1
60Trexquant Investment LP$8.2M1
61ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.9M1
62Swiss National Bank$7.7M1
63New Age Alpha Advisors, LLC$7.6M1
64Universal- Beteiligungs- und Servicegesellschaft mbH$7.6M1
65Lighthouse Investment Partners, LLC$7.3M1
66NORDEA INVESTMENT MANAGEMENT AB$7.3M1
67CITADEL ADVISORS LLC$6.8M1
68Atom Investors LP$6.7M1
69Phocas Financial Corp.$6.5M1
70STATE OF WISCONSIN INVESTMENT BOARD$6.4M1
71Creative Planning$6.2M1
72FIRST TRUST ADVISORS LP$6.2M1
73PRUDENTIAL FINANCIAL INC$5.8M1
74Stanley-Laman Group, Ltd.$5.7M1
75WEDGE CAPITAL MANAGEMENT L L P/NC$5.5M1
76Quantinno Capital Management LP$5.5M1
77ExodusPoint Capital Management, LP$5.3M1
78Pictet Asset Management Holding SA$5.2M1
79BOOTHBAY FUND MANAGEMENT, LLC$5.1M1
80WELLS FARGO & COMPANY/MN$4.9M1
81CAXTON ASSOCIATES LLP$4.6M1
82BALYASNY ASSET MANAGEMENT L.P.$4.5M1
83KORNITZER CAPITAL MANAGEMENT INC /KS$4.2M1
84Freestone Grove Partners LP$4.2M1
85RAYMOND JAMES FINANCIAL INC$4.0M1
86FIFTH THIRD BANCORP$3.9M1
87CoreCommodity Management, LLC$3.8M1
88M&G Plc$3.8M1
89Corient Private Wealth LLC$3.7M1
90VOYA INVESTMENT MANAGEMENT LLC$3.5M1
91GREAT LAKES ADVISORS, LLC$3.5M1
92GAGNON SECURITIES LLC$3.4M1
93Walleye Capital LLC$3.4M1
94DEUTSCHE BANK AG\$3.4M1
95NATIXIS$3.4M1
96Hudson Bay Capital Management LP$3.3M1
97LMR Partners LLP$3.3M1
98BNP Paribas Asset Management Holding S.A.$3.3M1
99Carrera Capital Advisors$3.2M1
100VANGUARD ASSET MANAGEMENT, Ltd$3.0M1
101IEQ CAPITAL, LLC$3.0M1
102D. E. Shaw & Co., Inc.$2.8M1
103HORIZON KINETICS ASSET MANAGEMENT LLC$2.8M1
104Advisors Asset Management, Inc.$2.8M1
105MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.7M1
106Aquatic Capital Management LLC$2.7M1
107ALLIANCEBERNSTEIN L.P.$2.5M1
108CANADA PENSION PLAN INVESTMENT BOARD$2.4M1
109Brevan Howard Capital Management LP$2.2M1
110Numerai GP LLC$2.2M1
111GUGGENHEIM CAPITAL LLC$2.2M1
112OSAIC HOLDINGS, INC.$2.2M1
113Aventail Capital Group, LP$2.1M1
114CREDIT AGRICOLE S A$2.1M1
115MetLife Investment Management, LLC$2.0M1
116FORA Capital, LLC$2.0M1
117Y-Intercept (Hong Kong) Ltd$1.9M1
118SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M1
119Clear Harbor Asset Management, LLC$1.8M1
120MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
121Janus Henderson Group Ltd.$1.7M1
122INTECH INVESTMENT MANAGEMENT LLC$1.7M1
123Illinois Municipal Retirement Fund$1.7M1
124LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6M1
125Tidal Investments LLC$1.6M1
126WINTON GROUP Ltd$1.6M1
127Pingora Partners LLC$1.5M1
128Vanguard Global Advisers, LLC$1.5M1
129Mariner, LLC$1.5M1
130BANK OF MONTREAL /CAN/$1.5M1
131Zurcher Kantonalbank (Zurich Cantonalbank)$1.5M1
132Quantbot Technologies LP$1.5M1
133ROYAL BANK OF CANADA$1.3M1
134Convergence Investment Partners, LLC$1.3M1
135STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.3M1
136SummerHaven Investment Management, LLC$1.3M1
137Mitsubishi UFJ Trust & Banking Corp$1.3M1
138LPL Financial LLC$1.3M1
139GROUP ONE TRADING LLC$1.2M1
140Templeton & Phillips Capital Management, LLC$1.2M1
141Amundi$1.2M1
142MARTINGALE ASSET MANAGEMENT L P$1.2M1
143Legato Capital Management LLC$1.2M1
144YOUSIF CAPITAL MANAGEMENT, LLC$1.1M1
145Quadrature Capital Ltd$1.1M1
146Caitong International Asset Management Co., Ltd$1.1M1
147Vident Advisory, LLC$1.1M1
148Arizona State Retirement System$1.1M1
149FMR LLC$1.0M1
150CWM, LLC$996K1
151PROFUND ADVISORS LLC$985K1
152HSBC HOLDINGS PLC$983K1
153KLP KAPITALFORVALTNING AS$982K1
154Vanguard Investments Australia, Ltd.$976K1
155Vanguard Personalized Indexing Management, LLC$964K1
156ENVESTNET ASSET MANAGEMENT INC$958K1
157COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$925K1
158Gotham Asset Management, LLC$915K1
159Bridgewater Associates, LP$910K1
160MERCER GLOBAL ADVISORS INC /ADV$908K1
161Schonfeld Strategic Advisors LLC$893K1
162PANAGORA ASSET MANAGEMENT INC$875K1
163OREGON PUBLIC EMPLOYEES RETIREMENT FUND$855K1
164HANCOCK WHITNEY CORP$850K1
165Bridgefront Capital, LLC$787K1
166MAVERICK CAPITAL LTD$775K1
167Connor, Clark & Lunn Investment Management Ltd.$689K1
168Garrett Wealth Advisory Group, LLC$687K1
169XTX Topco Ltd$674K1
170SCS Capital Management LLC$672K1
171Voleon Capital Management LP$654K1
172US BANCORP \DE\$622K1
173Cetera Investment Advisers$610K1
174Atria Investments, Inc$605K1
175ProShare Advisors LLC$585K1
176Polymer Capital Management (US) LLC$583K1
177QUADRANT CAPITAL GROUP LLC$579K1
178NISA INVESTMENT ADVISORS, LLC$576K1
179WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$547K1
180Maryland State Retirement & Pension System$546K1
181STIFEL FINANCIAL CORP$540K1
182CHOREO, LLC$503K1
183Sterling Capital Management LLC$503K1
184FIRST CITIZENS BANK & TRUST CO$498K1
185Envestnet Portfolio Solutions, Inc.$477K1
186Engineers Gate Manager LP$454K1
187Laird Norton Wetherby Trust Company, LLC$451K1
188XPONANCE LLC$445K1
189Fieldview Capital Management, LLC$441K1
190Callan Family Office, LLC$441K1
191MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$428K1
192Archer Investment Corp$412K1
193INDEPENDENT FINANCIAL GROUP, LLC$408K1
194Graham Capital Management, L.P.$406K1
195GLENMEDE TRUST CO NA$386K1
196Gallagher Fiduciary Advisors, LLC$378K1
197FEDERATED HERMES, INC.$376K1
198Brooklyn Investment Group$376K1
199CIBC Asset Management Inc$372K1
200Pathstone Holdings, LLC$371K1
201COMMONWEALTH EQUITY SERVICES, LLC$348K1
202AXQ CAPITAL, LP$337K1
203AWM CAPITAL, LLC$332K1
204O'SHAUGHNESSY ASSET MANAGEMENT, LLC$326K1
205Vise Technologies, Inc.$322K1
206CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$309K1
207Ameritas Investment Partners, Inc.$308K1
208Rinkey Investments$306K1
209HighTower Advisors, LLC$305K1
210Summit Financial, LLC$298K1
211BAILARD, INC.$298K1
212SPROTT INC.$292K1
213Ensign Peak Advisors, Inc$289K1
214TWO SIGMA SECURITIES, LLC$283K1
215Tower Research Capital LLC (TRC)$280K1
216REGIONS FINANCIAL CORP$271K1
217SAGE RHINO CAPITAL LLC$268K1
218ASSETMARK, INC$258K1
219Focus Partners Wealth$257K1
220CAPSTONE INVESTMENT ADVISORS, LLC$253K1
221INCEPTIONR LLC$253K1
222Aptus Capital Advisors, LLC$249K1
223Pinnacle Wealth Planning Services, Inc.$245K1
224Dynamic Technology Lab Private Ltd$244K1
225ALPINE WOODS CAPITAL INVESTORS, LLC$243K1
226Merit Financial Group, LLC$233K1
227LAZARD ASSET MANAGEMENT LLC$231K1
228FPC INVESTMENT ADVISORY, INC.$228K1
229Crossmark Global Holdings, Inc.$226K1
230CHILTON CAPITAL MANAGEMENT LLC$221K1
231Swiss Life Asset Management Ltd$220K1
232Bleakley Financial Group, LLC$219K1
233PINNACLE ASSOCIATES LTD$218K1
234FOURPATH CAPITAL MANAGEMENT, LLC$216K1
235Baader Bank Aktiengesellschaft$216K1
236DnB Asset Management AS$209K1
237Ethic Inc.$203K1
238TEACHER RETIREMENT SYSTEM OF TEXAS$199K1
239CIBC Bancorp USA Inc.$199K1
240CONNABLE OFFICE INC$198K1
241KLCM Advisors, Inc.$198K1
242SilverOak Wealth Management LLC$194K1
243EIGHT 31 FINANCIAL, LLC$184K1
244Summit Trail Advisors, LLC$183K1
245Abel Hall, LLC$169K1
246Quotient Wealth Partners, LLC$167K1
247Bayforest Capital Ltd$165K1
248Focus Partners Advisor Solutions, LLC$165K1
249Savant Capital, LLC$161K1
250JMN Financial LLC$161K1
251FIRST MANHATTAN CO. LLC.$152K1
252GUARDIAN CAPITAL LP$151K1
253COMMERCE BANK$151K1
254M&T BANK CORP$146K1
255EVERGREEN CAPITAL MANAGEMENT LLC$146K1
256Sunburst Financial Group, LLC$145K1
257SummitTX Capital, L.P.$144K1
258Choate Investment Advisors$144K1
259Arax Advisory Partners$140K1
260Quantum Portfolio Management LLC$138K1
261Walleye Trading LLC$137K1
262RITHOLTZ WEALTH MANAGEMENT$137K1
263Investors Research Corp$134K1
264HB Wealth Management, LLC$131K1
265SHELTON CAPITAL MANAGEMENT$127K1
266Sanctuary Advisors, LLC$122K1
267JOURNEY STRATEGIC WEALTH LLC$121K1
268Legacy Wealth Asset Management, LLC$120K1
269Rockefeller Capital Management L.P.$119K1
270Sequoia Financial Advisors, LLC$116K1
271Orion Porfolio Solutions, LLC$115K1
272PDS Planning, Inc$112K1
273CIDEL ASSET MANAGEMENT INC$110K1
274PICKERING ENERGY PARTNERS LP$108K1
275SIGNATUREFD, LLC$106K1
276VAN ECK ASSOCIATES CORP$96.5K1
277Smartleaf Asset Management LLC$77.1K1
278Blue Trust, Inc.$74.7K1
279MAI Capital Management$68.1K1
280NOMURA ASSET MANAGEMENT CO LTD$63.9K1
281Eurizon Capital SGR S.p.A.$59.9K1
282THRIVENT FINANCIAL FOR LUTHERANS$54.1K1
283Mitsubishi UFJ Asset Management Co., Ltd.$37.3K1
284UMB Bank, n.a.$35.1K1
285Salomon & Ludwin, LLC$34.9K1
286Allworth Financial LP$29.5K1
287State of Wyoming$28.4K1
288Kemnay Advisory Services Inc.$27.6K1
289Westside Investment Management, Inc.$26.4K1
290Valued Wealth Advisors LLC$22.5K1
291Physician Wealth Advisors, Inc.$17.1K1
292BEACON INVESTMENT ADVISORY SERVICES, INC.$10.8K1
293Larson Financial Group LLC$10.4K1
294Kilter Group LLC$9.3K1
295Prestige Wealth Management Group LLC$8.2K1
296SBI Securities Co., Ltd.$8.0K1
297Parkside Financial Bank & Trust$7.9K1
298Keating Financial Advisory Services, Inc.$7.4K1
299LSV ASSET MANAGEMENT$7.1K1
300NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.5K1
301CANADA LIFE ASSURANCE Co$3.3K1
302ALGERT GLOBAL LLC$3.2K1
303Godfrey Financial Associates, Inc.$3.0K1
304Stone House Investment Management, LLC$2.5K1
305Jackson Creek Investment Advisors LLC$2.5K1
306FARMERS & MERCHANTS INVESTMENTS INC$2.3K1
307CNB Bank$2.0K1
308State of Alaska, Department of Revenue$2.0K1
309Federation des caisses Desjardins du Quebec$2.0K1
310CVA Family Office, LLC$1.9K1
311Vestcor Inc$1.9K1
312Quarry LP$1.9K1
313ACADIAN ASSET MANAGEMENT LLC$1.7K1
314WPG Advisers, LLC$1.4K1
315Private Wealth Management Group, LLC$1.2K1
316NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2K1
317AMALGAMATED BANK$1.1K1
318ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.1K1
319TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$9461
320Arlington Trust Co LLC$8771
321True Wealth Design, LLC$7371
322NATIXIS ADVISORS, LLC$5491
323PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$5221
324THOMPSON SIEGEL & WALMSLEY LLC$5071
325GILPIN WEALTH MANAGEMENT, LLC$4231
326Ankerstar Wealth, LLC$4121
327JPL Wealth Management, LLC$2931
328SJS Investment Consulting Inc.$2821
329Abound Wealth Management$2171
330KBC Group NV$1431
331DekaBank Deutsche Girozentrale$1131
332Transamerica Financial Advisors, LLC$1081
333CDKV HOLDINGS LLC$331
334HighMark Wealth Management LLC$71
335Centerpoint Advisors, LLC$11
336Capital Advisors, Ltd. LLC$01
337Jefferies Financial Group Inc.— value not disclosed1
338VANGUARD GROUP INC— value not disclosed1
339HARBOUR INVESTMENTS, INC.— value not disclosed1
340COMERICA BANK— value not disclosed1
341MACKENZIE FINANCIAL CORP— value not disclosed1
342VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
343DEPRINCE RACE & ZOLLO INC— value not disclosed1
344HARBOR CAPITAL ADVISORS, INC.— value not disclosed1
345CIBC WORLD MARKETS CORP— value not disclosed1
346TRUST CO OF VERMONT— value not disclosed1
347WEDBUSH SECURITIES INC— value not disclosed1
348NOMURA HOLDINGS INC— value not disclosed1
349PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
350CIBC Private Wealth Group LLC— value not disclosed1
351Magnetar Financial LLC— value not disclosed1
352Weiss Asset Management LP— value not disclosed1
353GSA CAPITAL PARTNERS LLP— value not disclosed1
354NORGES BANK— value not disclosed1
355PEAK6 LLC— value not disclosed1
356Verition Fund Management LLC— value not disclosed1
357TWO SIGMA ADVISERS, LP— value not disclosed1
358Edgestream Partners, L.P.— value not disclosed1
359Alpine Global Management, LLC— value not disclosed1
360JANE STREET GROUP, LLC— value not disclosed1
361Stratos Wealth Partners, LTD.— value not disclosed1
362Versor Investments LP— value not disclosed1
363Round Hill Asset Management— value not disclosed1
364Caption Management, LLC— value not disclosed1
365Ninepoint Partners LP— value not disclosed1
366Qube Research & Technologies Ltd— value not disclosed1
367Global Retirement Partners, LLC— value not disclosed1
368Yaupon Capital Management LP— value not disclosed1
369Qtron Investments LLC— value not disclosed1
370Adams Wealth Management— value not disclosed1
371INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
372Kestra Advisory Services, LLC— value not disclosed1
373F/m Investments LLC— value not disclosed1
374Tejara Capital Ltd— value not disclosed1
375AlphaQuest LLC— value not disclosed1
376PharVision Advisers, LLC— value not disclosed1
377Dunhill Financial, LLC— value not disclosed1
378Scientech Research LLC— value not disclosed1
379CacheTech Inc.— value not disclosed1
380ABOUND FINANCIAL, LLC— value not disclosed1
381Havemeyer Place LP— value not disclosed1
382Aster Capital Management (DIFC) Ltd— value not disclosed1
383Brucke Financial, Inc.— value not disclosed1
384MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 336 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PTEN

RETAINED WINDOW · ACTIVE HITS

Zero hits on PTEN in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PTEN · financials and macro

Financials — as filed PLANNED

PTEN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PTEN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing