Institutional ownership reported to the SEC as of
Q3 2026, across 32 quarters.
18
Reporting holders
$8.9M
Reported value
0.0%
Calls
0.0%
Puts
-667
Holder change
Calls and puts are the parts of reported value carried in
derivative lines rather than shares, and they point in opposite directions: a
manager holding calls is positioned for the security, one holding puts against
it - or hedging shares they already own, which is why index funds carry so
many. Most sites add the two together and report one figure, which averages
away the only interesting part.
Anyone crossing 5% of a company must say so within days - far
sooner than the next quarterly holdings report. A 13D declares an intent to
influence the company; a 13G is the passive version.
See all activist filings →
Filed
Form
Filer
% of class
2026-08-14
13G/A
T. Rowe Price Investment Management, Inc.
11.3%
2026-08-07
13G
STATE STREET CORPORATION
5.6%
What the company announced
Form 8-K filings from the last 120 days, showing only
the items worth a reader's attention. Earnings releases, exhibit attachments
and general disclosures are filed constantly and are left out. Filed
is when the SEC received it; event is the date the company
says the thing happened.
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Schneider Electric agreed on 5 October 2026 to buy PTC for $205 a share in cash. 687 institutions had reported holding it, and 610 of their 691 positions were worth less than a tenth of one percent of the money they managed. One manager had been holding more than a tenth of everything, and adding, while the stock fell 40%.
Quarter by quarter
Coverage begins with the quarter ending
2018-12-31. Earlier filings exist only as occasional late amendments, too
sparse to describe a market, so they are not shown.