Vault-13

PARK DENTAL PARTNERS INC PARK

COM · Common Stock · CUSIP 700402100

24 institutional holders +4 vs Q1 2026
1,101,9401.1m shares reported held*
23.2% of all shares outstanding*
$23.7mreported value*
7 new 9 added 5 reduced 3 sold out net bought ≈ $5.4m (+250.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 4.8m as of 2026-08-13, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $21.55.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q4 25: 11Q1 26: 20Q2 26: 2424Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202511
Q1 202620
Q2 202624

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 26: 10 bought or addedQ1 26: 5 cut or sold outQ1 26Q2 26: 16 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2026105
Q2 2026168

Biggest buyers

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. New +67,020+67.0k
ACCESS FINANCIAL SERVICES, INC. New +49,687+49.7k
VANGUARD CAPITAL MANAGEMENT LLC Added +47,106+47.1k
ROYAL BANK OF CANADA Added +44,242+44.2k
Pacific Ridge Capital Partners, LLC Added +37,248+37.2k
CITADEL ADVISORS LLC Added +26,005+26.0k
MARSHALL WACE, LLP New +24,755+24.8k
RENAISSANCE TECHNOLOGIES LLC New +18,600+18.6k
HEARTLAND ADVISORS INC Added +10,461+10.5k
Quadrature Capital Ltd New +10,271+10.3k

Biggest sellers

FMR LLC Sold out -48,664-48.7k
SEI INVESTMENTS CO Reduced -18,709-18.7k
Boston Partners Reduced -10,005-10.0k
Russell Investments Group, Ltd. Reduced -9,307-9.3k
KENNEDY CAPITAL MANAGEMENT LLC Reduced -4,452-4.5k
SUMMIT SECURITIES GROUP LLC Sold out -1,000-1.0k
UBS Group AG Sold out -539-539
Tower Research Capital LLC (TRC) Reduced -182-182

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: KENNEDY CAPITAL MANAGEMENT LLC (4.8%, 2026-10-15), AO Partners I, LP (6.4%, 2026-06-05)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 6 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20256$176.2k0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KENNEDY CAPITAL MANAGEMENT LLC 0.09% of their portfolio ST LOUIS, MO 236,805236.8k $5.1m $5.1m 0.09% Reduced -4.5k -4,452
2 HEARTLAND ADVISORS INC 0.19% of their portfolio MILWAUKEE, WI 200,000200.0k $4.3m $4.3m 0.19% Added +10.5k +10,461
3 Pacific Ridge Capital Partners, LLC 0.68% of their portfolio LAKE OSWEGO, OR 172,748172.7k $3.7m $3.7m 0.68% Added +37.2k +37,248
4 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 88,16488.2k $1.9m $1.9m 0.00% Reduced -9.3k -9,307
5 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.07% of their portfolio EDINA, MN 67,02067.0k $1.4m $1.4m 0.07% New
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 66,41666.4k $1.4m $1.4m 0.00% Added +47.1k +47,106
7 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 53,44953.4k $1.2m $1.2m 0.00% Added +26.0k +26,005
8 ACCESS FINANCIAL SERVICES, INC. 0.35% of their portfolio MINNEAPOLIS, MN 49,68749.7k $1.1m $1.1m 0.35% New
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,46444.5k $958.0k $958.0k 0.00% Added +44.2k +44,242
10 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 24,75524.8k $533.5k $533.5k 0.00% New
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 20,79320.8k $448.1k $448.1k 0.00% Added +2.9k +2,906
12 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 18,60018.6k $400.8k $400.8k 0.00% New
13 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 16,05716.1k $346.0k $346.0k 0.00% Reduced -18.7k -18,709
14 Boston Partners 0.00% of their portfolio BOSTON, MA 13,24313.2k $285.4k $285.4k 0.00% Reduced -10.0k -10,005
15 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 12,08312.1k $260.4k $260.4k 0.00% Added +2.8k +2,843
16 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 10,27110.3k $221.3k $221.3k 0.00% New
17 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,5855.6k $120.4k $120.4k 0.00% Added +2.0k +2,027
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 648648 $13.6k $13.6k 0.00% Added +148 +148
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 500500 $10.8k $10.8k 0.00% Unchanged
20 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 215215 $4.6k $4.6k 0.00% Reduced -182 -182
21 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 197197 $4.2k $4.2k 0.00% New
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 100100 $2.2k $2.2k 0.00% Unchanged
23 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 8282 $1.8k $1.8k 0.00% New
24 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 5858 $1.2k $1.2k 0.00% Unchanged