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Convergence Investment Partners’s Patterson-UTI PTEN Stock Holding History

Convergence Investment Partners’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Buy
202,212
+79,854
+65% +$891K 0.18% 167
2026
Q1 		$1.33M Buy
+122,358
New +$1.05M 0.22% 163
2019
Q4 		– Sell
-8,763
Closed -$75K – 298
2019
Q3 		$75K Sell
8,763
-5,547
-39% -$54.4K 0.02% 292
2019
Q2 		$165K Buy
+14,310
New +$184K 0.04% 275
2014
Q4 		– Sell
-28,104
Closed -$914K – 418
2014
Q3 		$914K Buy
+28,104
New +$954K 0.13% 248
2014
Q2 		– Sell
-8,164
Closed -$259K – 411
2014
Q1 		$259K Buy
+8,164
New +$227K 0.04% 314

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Convergence Investment Partners's PTEN Position: Q2 2026 in Review

Convergence Investment Partners increased its Patterson-UTI (PTEN) stake by 65% in Q2 2026, buying an estimated $891K and bringing the position to 202,212 shares worth $1.86M. The position accounts for 0.18% of the portfolio, ranked #167.

Convergence Investment Partners first reported a position in PTEN in Q1 2014 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Convergence Investment Partners held 202,212 shares of Patterson-UTI worth $1.86M as of Q2 2026.
  • Convergence Investment Partners bought 79,854 Patterson-UTI shares in Q2 2026, an estimated $891K.
  • Patterson-UTI made up 0.18% of Convergence Investment Partners's portfolio in Q2 2026, its #167 holding.
  • Convergence Investment Partners first reported a position in Patterson-UTI in Q1 2014 and has held it in 6 quarters since.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.