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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Chris Jacobs · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-11-20Debbie Wasserman Schultz D–FL-25Purchase · DC (dependent-child-owned)Traded 10-23 +28d$1K–$15K
2024-02-15Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 01-11 +35d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 2023-12-11 +27d$1K–$15K
2023-08-21Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 07-14 +38d$1K–$15K
2023-07-11Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-13 +28d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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.$01
338VANGUARD GROUP INC$01
339HARBOUR INVESTMENTS, INC.$01
340COMERICA BANK$01
341MACKENZIE FINANCIAL CORP$01
342VIRGINIA RETIREMENT SYSTEMS ET Al$01
343DEPRINCE RACE & ZOLLO INC$01
344HARBOR CAPITAL ADVISORS, INC.$01
345CIBC WORLD MARKETS CORP$01
346TRUST CO OF VERMONT$01
347WEDBUSH SECURITIES INC$01
348NOMURA HOLDINGS INC$01
349PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$01
350CIBC Private Wealth Group LLC$01
351Magnetar Financial LLC$01
352Weiss Asset Management LP$01
353GSA CAPITAL PARTNERS LLP$01
354NORGES BANK$01
355PEAK6 LLC$01
356Verition Fund Management LLC$01
357TWO SIGMA ADVISERS, LP$01
358Edgestream Partners, L.P.$01
359Alpine Global Management, LLC$01
360JANE STREET GROUP, LLC$01
361Stratos Wealth Partners, LTD.$01
362Versor Investments LP$01
363Round Hill Asset Management$01
364Caption Management, LLC$01
365Ninepoint Partners LP$01
366Qube Research & Technologies Ltd$01
367Global Retirement Partners, LLC$01
368Yaupon Capital Management LP$01
369Qtron Investments LLC$01
370Adams Wealth Management$01
371INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
372Kestra Advisory Services, LLC$01
373F/m Investments LLC$01
374Tejara Capital Ltd$01
375AlphaQuest LLC$01
376PharVision Advisers, LLC$01
377Dunhill Financial, LLC$01
378Scientech Research LLC$01
379CacheTech Inc.$01
380ABOUND FINANCIAL, LLC$01
381Havemeyer Place LP$01
382Aster Capital Management (DIFC) Ltd$01
383Brucke Financial, Inc.$01
384MASECO LLP$01
Truncated by Public Filings. The published aggregate ranks the top 384 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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