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Institutional Ownership · SEC Form 13F

Who owns PMTS


Which tracked institutional funds hold PMTS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PMTS company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

74
Institutional holders
3M
Shares held (tracked funds)
24.1%
Of shares outstanding

How the tape is positioned

8 tracked funds added or opened PMTS while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

PMTS’s largest tracked holder by dollar value, WASATCH ADVISORS LP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in PMTS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 74 tracked filers holding PMTS, 44 increased or opened the position and 39 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in PMTS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 4

  • VANGUARD CAPITAL MANAGEMENT LLC$4M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$3M
  • LSV ASSET MANAGEMENT$1M
  • VANGUARD FIDUCIARY TRUST CO$633K

Full exits 3

  • VANGUARD GROUP INC$8M
  • MONIMUS CAPITAL MANAGEMENT, LP$987K
  • ARISTEIA CAPITAL, L.L.C.$597K

Largest adds

  • BlackRock, Inc.$731K
  • TWO SIGMA INVESTMENTS, LP$369K
  • GEODE CAPITAL MANAGEMENT, LLC$281K
  • Pacific Ridge Capital Partners, LLC$267K

Largest trims

  • UBS Group AG$1M
  • Ancora Advisors LLC$593K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Pacific Ridge Capital Partners, LLC added466,035$7M8.7%2026-Q1
BlackRock, Inc. added431,439$6M8.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new260,261$4M4.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new224,887$3M4.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added166,502$2M3.1%2026-Q1
UBS Group AG trimmed128,277$2M2.4%2026-Q1
Pembroke Management, LTD99,567$1M1.9%2026-Q1
LSV ASSET MANAGEMENT added92,100$1M1.7%2026-Q1
STATE STREET CORP added76,570$1M1.4%2026-Q1
NORTHERN TRUST CORP added72,667$1M1.4%2026-Q1
Kerrisdale Advisers, LLC60,796$882K1.1%2026-Q1
TWO SIGMA INVESTMENTS, LP added52,818$766K1.0%2026-Q1
ROYAL BANK OF CANADA trimmed48,934$710K0.9%2026-Q1
Trexquant Investment LP added48,286$701K0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new43,652$633K0.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed42,651$619K0.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed38,181$554K0.7%2026-Q1
Bank of New York Mellon Corp trimmed37,887$550K0.7%2026-Q1
KORNITZER CAPITAL MANAGEMENT INC /KS trimmed34,002$493K0.6%2026-Q1
Freestone Capital Holdings, LLC trimmed30,000$435K0.6%2026-Q1
SummerHaven Investment Management, LLC trimmed29,756$432K0.6%2026-Q1
Nuveen, LLC added24,935$362K0.5%2026-Q1
Walleye Capital LLC added24,672$358K0.5%2026-Q1
XTX Topco Ltd added22,212$322K0.4%2026-Q1
FIRST TRUST ADVISORS LP added19,916$289K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added19,623$285K0.4%2026-Q1
MARINER INVESTMENT GROUP LLC trimmed18,050$262K0.3%2026-Q1
Janney Montgomery Scott LLC added14,736$214K0.3%2026-Q1
Quadrature Capital Ltd trimmed14,355$208K0.3%2026-Q1
CITADEL ADVISORS LLC trimmed13,973$203K0.3%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC13,900$202K0.3%2026-Q1
Potomac Capital Management, Inc. trimmed12,100$176K0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC added10,838$157K0.2%2026-Q1
MORGAN STANLEY trimmed10,788$157K0.2%2026-Q1
RHUMBLINE ADVISERS added8,057$117K0.2%2026-Q1
DEUTSCHE BANK AG\5,566$81K0.1%2026-Q1
IFP Advisors, Inc trimmed4,162$60K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added3,656$53K0.1%2026-Q1
JPMORGAN CHASE & CO added3,562$51K0.1%2026-Q1
Vanguard Global Advisers, LLC new3,492$51K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND3,336$48K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,879$42K0.1%2026-Q1
FMR LLC added2,810$41K0.1%2026-Q1
Ancora Advisors LLC trimmed1,988$29K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added1,657$24K0.0%2026-Q1
Russell Investments Group, Ltd. trimmed1,491$22K0.0%2026-Q1
BARCLAYS PLC trimmed1,394$20K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,006$15K0.0%2026-Q1
CITIGROUP INC added814$12K0.0%2026-Q1
Tower Research Capital LLC (TRC) added798$12K0.0%2026-Q1
USA FINANCIAL FORMULAS added751$11K0.0%2026-Q1
Legal & General Group Plc trimmed533$8K0.0%2026-Q1
CWM, LLC added488$7K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added409$6K0.0%2026-Q1
Ameritas Investment Partners, Inc.351$5K0.0%2026-Q1
WASATCH ADVISORS LP added357,754$8M11.0%2025-Q2 stale
VANGUARD GROUP INC added513,506$8M9.7%2025-Q4 stale
Vector Capital Management, L.P. added459,314$7M9.0%2025-Q3 stale
Manatuck Hill Partners, LLC55,000$1M1.7%2025-Q2 stale
Linden Thomas Advisory Services, LLC added40,186$1M1.5%2025-Q1 stale
MONIMUS CAPITAL MANAGEMENT, LP added67,257$987K1.3%2025-Q4 stale
CROWN ADVISORS MANAGEMENT, INC. trimmed40,000$948K1.2%2025-Q2 stale
MARSHALL WACE, LLP trimmed59,282$898K1.2%2025-Q3 stale
Informed Momentum Co LLC trimmed23,637$689K0.9%2025-Q1 stale
Squarepoint Ops LLC added22,475$656K0.8%2025-Q1 stale
ARISTEIA CAPITAL, L.L.C. added40,668$597K0.8%2025-Q4 stale
RITHOLTZ WEALTH MANAGEMENT trimmed24,119$572K0.7%2025-Q2 stale
Qube Research & Technologies Ltd trimmed34,878$528K0.7%2025-Q3 stale
Creek Drive Management Group LLC new30,000$440K0.6%2025-Q4 stale
Severin Investments, LLC new16,798$398K0.5%2025-Q2 stale
TWO SIGMA ADVISERS, LP trimmed26,665$391K0.5%2025-Q4 stale
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed22,795$335K0.4%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC trimmed22,476$330K0.4%2025-Q4 stale
ACADIAN ASSET MANAGEMENT LLC added21,638$327K0.4%2025-Q3 stale
GSA CAPITAL PARTNERS LLP added19,843$300K0.4%2025-Q3 stale
RENAISSANCE TECHNOLOGIES LLC trimmed19,587$297K0.4%2025-Q3 stale
Cubist Systematic Strategies, LLC trimmed10,672$253K0.3%2025-Q2 stale
EXCHANGE TRADED CONCEPTS, LLC trimmed15,802$232K0.3%2025-Q4 stale
LPL Financial LLC new14,652$222K0.3%2025-Q3 stale
Corton Capital Inc. added14,634$222K0.3%2025-Q3 stale
Connor, Clark & Lunn Investment Management Ltd. trimmed14,134$214K0.3%2025-Q3 stale
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed14,253$209K0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added8,636$205K0.3%2025-Q2 stale
Hillsdale Investment Management Inc. trimmed8,600$204K0.3%2025-Q2 stale
STATE OF WISCONSIN INVESTMENT BOARD trimmed13,600$200K0.3%2025-Q4 stale
Man Group plc added13,134$199K0.3%2025-Q3 stale
State of Tennessee, Department of Treasury10,769$163K0.2%2025-Q3 stale
GOLDMAN SACHS GROUP INC added10,554$155K0.2%2025-Q4 stale
JANE STREET GROUP, LLC added10,187$150K0.2%2025-Q4 stale
CANADA PENSION PLAN INVESTMENT BOARD new8,400$123K0.2%2025-Q4 stale
GLOBEFLEX CAPITAL L P new3,664$107K0.1%2025-Q1 stale
VICTORY CAPITAL MANAGEMENT INC4,154$99K0.1%2025-Q2 stale
MetLife Investment Management, LLC3,051$72K0.1%2025-Q2 stale
Corebridge Financial, Inc. trimmed2,384$70K0.1%2025-Q1 stale
BANK OF AMERICA CORP /DE/ trimmed4,537$67K0.1%2025-Q4 stale
LOS ANGELES CAPITAL MANAGEMENT LLC new3,321$52K0.1%2025-Q4 stale
Kestra Advisory Services, LLC trimmed2,001$29K0.0%2025-Q4 stale
US BANCORP \DE\ trimmed1,026$24K0.0%2025-Q2 stale
VIRTUS ADVISERS, LLC trimmed832$20K0.0%2025-Q2 stale
TOTAL INVESTMENT MANAGEMENT INC new400$9K0.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership