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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PMTS is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 1 trimmed or exited — on balance accumulating.
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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PMTS more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 74 tracked filers holding PMTS, 44 increased or opened the position and 28 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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.
Full exits 1
- LSV ASSET MANAGEMENT$1M
Largest adds
- BlackRock, Inc.$4M
- Pacific Ridge Capital Partners, LLC$4M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- Pembroke Management, LTD$1M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 516,403 | $11M | 11.4% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC added | 507,681 | $11M | 11.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 263,654 | $5M | 5.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 226,739 | $5M | 5.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 179,991 | $4M | 4.0% | 2026-Q2 |
| UBS Group AG trimmed | 126,912 | $3M | 2.8% | 2026-Q2 |
| Pembroke Management, LTD added | 119,950 | $2M | 2.7% | 2026-Q2 |
| STATE STREET CORP added | 96,026 | $2M | 2.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 73,407 | $2M | 1.6% | 2026-Q2 |
| Kerrisdale Advisers, LLC | 60,796 | $1M | 1.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 51,967 | $1M | 1.1% | 2026-Q2 |
| Trexquant Investment LP added | 50,404 | $1M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 49,936 | $1M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 47,416 | $985K | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 47,313 | $983K | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 43,809 | $910K | 1.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 35,710 | $742K | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 33,826 | $703K | 0.7% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 32,891 | $683K | 0.7% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 29,756 | $618K | 0.7% | 2026-Q2 |
| Freestone Capital Holdings, LLC trimmed | 28,000 | $582K | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 22,135 | $460K | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 20,965 | $436K | 0.5% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13,900 | $289K | 0.3% | 2026-Q2 |
| Walleye Capital LLC trimmed | 13,829 | $287K | 0.3% | 2026-Q2 |
| MARINER INVESTMENT GROUP LLC trimmed | 13,050 | $271K | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 12,539 | $261K | 0.3% | 2026-Q2 |
| Potomac Capital Management, Inc. trimmed | 12,000 | $249K | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 11,242 | $234K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 10,908 | $227K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 10,777 | $224K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 10,576 | $220K | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 9,854 | $205K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 9,476 | $197K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 7,937 | $165K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,340 | $153K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 3,738 | $78K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,673 | $76K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,492 | $73K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 3,379 | $70K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,373 | $69K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,336 | $69K | 0.1% | 2026-Q2 |
| FMR LLC added | 3,188 | $66K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 3,178 | $66K | 0.1% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 3,128 | $65K | 0.1% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC new | 2,557 | $53K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC | 1,988 | $41K | 0.0% | 2026-Q2 |
| Ares Systematic Credit Ltd new | 1,724 | $36K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,390 | $29K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 1,237 | $26K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,217 | $25K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 1,076 | $22K | 0.0% | 2026-Q2 |
| Financial Management Professionals, Inc. new | 793 | $16K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 790 | $16K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 721 | $15K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 320 | $7K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 324 | $7K | 0.0% | 2026-Q2 |
| Bell Investment Advisors, Inc | 144 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 109 | $2K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 104 | $2K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 73 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 50 | $1K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 50 | $1K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 48 | $996 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd trimmed | 46 | $956 | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 24 | $499 | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 19 | $395 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 19 | $395 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 15 | $312 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 10 | $208 | 0.0% | 2026-Q2 |
| Essential Partners LLC | 9 | $187 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 5 | $104 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 2 | $42 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 2 | $42 | 0.0% | 2026-Q2 |
| LSV ASSET MANAGEMENT new | 92,100 | $1M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd added | 22,212 | $322K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 14,736 | $214K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 513,506 | $8M | 8.0% | 2025-Q4 stale (2 quarters behind) |
| MONIMUS CAPITAL MANAGEMENT, LP added | 67,257 | $987K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| ARISTEIA CAPITAL, L.L.C. added | 40,668 | $597K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Creek Drive Management Group LLC new | 30,000 | $440K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP trimmed | 26,665 | $391K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 22,795 | $335K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 22,476 | $330K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 15,802 | $232K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Vector Capital Management, L.P. added | 459,314 | $7M | 7.4% | 2025-Q3 stale (3 quarters behind) |
| MARSHALL WACE, LLP trimmed | 59,282 | $898K | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Qube Research & Technologies Ltd trimmed | 34,878 | $528K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| ACADIAN ASSET MANAGEMENT LLC added | 21,638 | $327K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| GSA CAPITAL PARTNERS LLP added | 19,843 | $300K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 19,587 | $297K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| LPL Financial LLC new | 14,652 | $222K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Corton Capital Inc. added | 14,634 | $222K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 14,134 | $214K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| WASATCH ADVISORS LP added | 357,754 | $8M | 9.0% | 2025-Q2 stale (4 quarters behind) |
| Manatuck Hill Partners, LLC | 55,000 | $1M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| CROWN ADVISORS MANAGEMENT, INC. trimmed | 40,000 | $948K | 1.0% | 2025-Q2 stale (4 quarters behind) |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 24,119 | $572K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Severin Investments, LLC new | 16,798 | $398K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Cubist Systematic Strategies, LLC trimmed | 10,672 | $253K | 0.3% | 2025-Q2 stale (4 quarters behind) |
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.
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.