PTRNNasdaqRetail-Catalog & Mail-Order HousesFiscal year ends December 31
Pattern Group Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$17.76+0.52 (+3.02%)
Close on Oct 19, 2026
- Market cap
- $3.22B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
36.4%
65M of 177M shares
Institutional holders
145
77 new, 19 sold out
Net institutional buying
14M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $167.14M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Melanie Alder | 96,558,749 | 62.60% | 13D (active) | Sep 18, 2025 |
| John P. Bailey | 18,976,542 | 12.20% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PTRN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Knox Lane LP | 18,976,542 | 10.70% | $478.02M | −9,200,000 | 100.00% |
| Wasatch Advisors LP | 3,135,129 | 1.77% | $78.97M | +692,735 | 0.52% |
| BlackRock, Inc. | 2,437,701 | 1.37% | $61.41M | +2,098,650 | 0.00% |
| Vanguard Portfolio Management LLC | 2,037,099 | 1.15% | $51.31M | +1,198,051 | 0.00% |
| Loomis Sayles & Co L P | 1,978,332 | 1.12% | $49.83M | +7,655 | 0.06% |
| Lord, Abbett & Co. LLC | 1,976,872 | 1.11% | $49.80K | +1,377,811 | 0.14% |
| Norges Bank | 1,882,887 | 1.06% | $47.43M | New | 0.00% |
| Allspring Global Investments Holdings, LLC | 1,808,382 | 1.02% | $47.89M | −293,163 | 0.07% |
| Capital World Investors | 1,799,081 | 1.01% | $45.32M | +49,081 | 0.01% |
| Alyeska Investment Group, L.P. | 1,766,546 | 1.00% | $44.50M | −954,545 | 0.11% |
| Westfield Capital Management Co LP | 1,656,169 | 0.93% | $41.72M | +483,278 | 0.14% |
| Vanguard Capital Management LLC | 1,612,146 | 0.91% | $40.61M | +629,138 | 0.00% |
| JPMorgan Chase & Co | 1,330,609 | 0.75% | $32.57M | +1,316,296 | 0.00% |
| Invesco Ltd. | 1,095,801 | 0.62% | $27.60M | New | 0.00% |
| Millennium Management LLC | 1,091,358 | 0.62% | $27.49M | +664,530 | 0.01% |
| Bnp Paribas Arbitrage, Snc | 1,082,156 | 0.61% | $27.26M | +1,025,498 | 0.01% |
| Bank Of America Corp /De/ | 981,285 | 0.55% | $24.72M | +839,532 | 0.00% |
| Jacobs Levy Equity Management, Inc | 969,390 | 0.55% | $24.42M | New | 0.09% |
| Gilder Gagnon Howe & Co LLC | 928,703 | 0.52% | $23.39M | New | 0.24% |
| D. E. Shaw & Co., Inc. | 912,917 | 0.51% | $23.00M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | 65M | 36.4% | 77 / 41 | 22 / 19 | 27M | 13M |
| Q1 2026 | 87 | 51M | 28.7% | 34 / 28 | 15 / 22 | 9M | 5M |
| Q4 2025 | 76 | 49M | 27.6% | 33 / 17 | 14 / 26 | 36M | 9M |
| Q3 2025 | 69 | 21M | 12.0% | 69 / 0 | 0 / 0 | 21M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PTRN | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 1,750,000 | 0.99% | $44.08M | 0.05% | Jun 30, 2026 |
| Wasatch Small Cap Growth Fund | 1,378,824 | 0.78% | $34.73M | 2.95% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,234,545 | 0.70% | $31.10M | 0.00% | Jun 30, 2026 |
| Loomis Sayles Small Cap Growth Fund | 1,072,583 | 0.60% | $27.02M | 1.19% | Jun 30, 2026 |
| Lord Abbett Developing Growth Fund Inc | 1,005,140 | 0.57% | $23.14M | 1.04% | Jul 31, 2026 |
| Allspring Special Small Cap Value Fund | 989,730 | 0.56% | $24.93M | 0.84% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 890,255 | 0.50% | $22.43M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 855,763 | 0.48% | $21.56M | 0.03% | Jun 30, 2026 |
| Harbor Small Cap Growth Fund | 806,845 | 0.45% | $18.57M | 0.70% | Jul 31, 2026 |
| JNL/Invesco Small Cap Growth Fund | 410,102 | 0.23% | $10.33M | 0.51% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 408,220 | 0.23% | $9.40M | 0.23% | Jul 31, 2026 |
| Invesco Small Cap Growth Fund | 369,011 | 0.21% | $9.30M | 0.51% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 353,420 | 0.20% | $8.14M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 338,070 | 0.19% | $8.52M | 0.01% | Jun 30, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 309,609 | 0.17% | $7.13M | 0.32% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David K. Wright | Chief Executive Officer, Director, 10% owner | 75,606,239 | 42.62% | Sep 3, 2026 |
| Melanie Alder | Officer, Director, 10% owner | – | – | Sep 3, 2026 |
| Jason Beesley | Chief Financial Officer | 1,416,888 | 0.80% | Aug 12, 2026 |
| John P. Bailey | Director, 10% owner | 28,187,898 | 15.89% | Jun 23, 2026 |
| Ann Mather | Director | 39,110 | 0.02% | Jun 3, 2026 |
| Scott Hilton | Director | 61,356 | 0.03% | May 18, 2026 |
| Susan J.S. Taylor | Director | 48,166 | 0.03% | May 18, 2026 |
| Daniel Gay | Director | 5,027,981 | 2.83% | Sep 24, 2025 |
| Irrevocable Trust Wright | 10% owner | 75,496,743 | 42.56% | Sep 3, 2026 |
| Irrevocable Trust Alder | 10% owner | – | – | Sep 3, 2026 |
| Fund I. GP LP KLC | 10% owner | 18,976,542 | 10.70% | Jun 23, 2026 |
| Fund I. UGP LLC KLC | 10% owner | – | – | Jun 23, 2026 |
| Pattern Holdings LP KL | 10% owner | 27,874,286 | 15.71% | Jun 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Irrevocable Trust Wright 10% owner | Sep 1, 2026 | Tax withholding | −27,370 | $20.73 | $567.38K | 195,223 |
| Irrevocable Trust Wright 10% owner | Sep 1, 2026 | Tax withholding | −82,126 | $20.73 | $1.70M | 585,655 |
| Jason Beesley Chief Financial Officer | Aug 11, 2026 | Award | +100,000 | – | – | 1,416,888 |
| Fund I. GP LP KLC 10% owner | Jun 18, 2026 | Sale | −9,200,000 | $18.15 | $166.98M | 18,976,542 |
| Ann Mather Director | Jun 2, 2026 | Sale | −3,755 | $20.21 | $75.89K | 39,110 |
| John P. Bailey Director | May 15, 2026 | Award | +11,356 | – | – | 11,356 |
| Susan J.S. Taylor Director | May 15, 2026 | Award | +11,356 | – | – | 48,166 |
| Scott Hilton Director | May 15, 2026 | Award | +11,356 | – | – | 61,356 |
| Ann Mather Director | May 15, 2026 | Sale | −5,301 | $16.51 | $87.52K | 31,509 |
| Ann Mather Director | May 15, 2026 | Award | +11,356 | – | – | 42,865 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Mar 23, 2026 | Award | +125,000 | – | – | 222,593 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Mar 23, 2026 | Award | +375,000 | – | – | 667,781 |
| Jason Beesley Chief Financial Officer | Mar 1, 2026 | Tax withholding | −16,444 | $10.53 | $173.16K | 1,316,888 |
| Jason Beesley Chief Financial Officer | Jan 1, 2026 | Tax withholding | −90,043 | $11.84 | $1.07M | 1,333,332 |
| Fund I. GP LP KLC 10% owner | Sep 25, 2025 | Buy | +200,000 | $12.47 | $2.49M | 28,176,542 |
| Fund I. GP LP KLC 10% owner | Sep 24, 2025 | Buy | +102,256 | $13.38 | $1.37M | 27,976,542 |
| Ann Mather Director | Sep 22, 2025 | Other | −36,810 | – | – | 0 |
| Ann Mather Director | Sep 22, 2025 | Other | +36,810 | – | – | 36,810 |
| Scott Hilton Director | Sep 22, 2025 | Other | +50,000 | – | – | 50,000 |
| Scott Hilton Director | Sep 22, 2025 | Other | −50,000 | – | – | 0 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 22, 2025 | Other | +292,781 | – | – | 292,781 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 22, 2025 | Other | −97,593 | – | – | 0 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 22, 2025 | Other | −292,781 | – | – | 0 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 22, 2025 | Sale | −3,719,615 | $13.02 | $48.43M | 29,418,585 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 22, 2025 | Other | +97,593 | – | – | 97,593 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 22, 2025 | Other | +33,138,200 | – | – | 33,138,200 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 22, 2025 | Other | +50,991,951 | – | – | 50,991,951 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 22, 2025 | Sale | −5,694,671 | $13.02 | $74.14M | 45,297,280 |
| Daniel Gay Director | Sep 22, 2025 | Conversion | +3,909,393 | – | – | 3,909,393 |
| Daniel Gay Director | Sep 22, 2025 | Other | −3,909,393 | – | – | 0 |
| Daniel Gay Director | Sep 22, 2025 | Other | +3,909,393 | – | – | 3,909,393 |
| Daniel Gay Director | Sep 22, 2025 | Sale | −1,010,887 | $13.02 | $13.16M | 2,898,506 |
| Daniel Gay Director | Sep 22, 2025 | Conversion | +1,118,588 | – | – | 1,118,588 |
| Daniel Gay Director | Sep 22, 2025 | Other | +11,185,888 | – | – | 1,118,588 |
| Daniel Gay Director | Sep 22, 2025 | Sale | −289,113 | $13.02 | $3.76M | 829,475 |
| Daniel Gay Director | Sep 22, 2025 | Other | −1,118,588 | – | – | 0 |
| Jason Beesley Chief Financial Officer | Sep 22, 2025 | Other | −630,191 | – | – | 0 |
| Jason Beesley Chief Financial Officer | Sep 22, 2025 | Other | +630,191 | – | – | 630,191 |
| Susan J.S. Taylor Director | Sep 22, 2025 | Other | +36,810 | – | – | 36,810 |
| Susan J.S. Taylor Director | Sep 22, 2025 | Other | −36,810 | – | – | 0 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 18, 2025 | Tax withholding | −82,219 | $14.00 | $1.15M | 292,781 |
| David K. Wright Chief Executive Officer, Director, 10% owner | Sep 18, 2025 | Tax withholding | −27,407 | $14.00 | $383.70K | 97,593 |
| Jason Beesley Chief Financial Officer | Sep 18, 2025 | Tax withholding | −397,989 | $14.00 | $5.57M | 630,191 |
| Susan J.S. Taylor Director | Jun 25, 2025 | Award | +11,780 | – | – | 36,810 |
| Susan J.S. Taylor Director | Jun 25, 2025 | Award | +25,030 | – | – | 25,030 |
| Ann Mather Director | Jun 25, 2025 | Award | +11,780 | – | – | 36,810 |
| Ann Mather Director | Jun 25, 2025 | Award | +25,030 | – | – | 25,030 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| KSV Pattern, LLC Daniel Gay is a former Director | Jun 12, 2026 | 146,907 | $3.11M | Jun 12, 2026 | Private Purchase |
| KSV Pattern II, LLC Daniel Gay is a former Director | Jun 12, 2026 | 41,474 | $877.87K | Jun 12, 2026 | Private Purchase |
| KSV Pattern, LLC Daniel Gay is a former Director | Jun 10, 2026 | 146,907 | $3.09M | Jun 10, 2026 | Private Purchase |
| KSV Pattern II, LLC Daniel Gay is a former Director | Jun 10, 2026 | 41,474 | $872.20K | Jun 10, 2026 | Private purchase |
| KSV Pattern, LLC Daniel Gay is a former Director | Jun 4, 2026 | 146,907 | $3.00M | Jun 4, 2026 | Private Purchase |
| KSV Pattern II, LLC Daniel Gay is a former Director | Jun 4, 2026 | 41,474 | $845.65K | Jun 4, 2026 | Private purchase |
| Ann Mather Director | Jun 2, 2026 | 3,755 | $75.87K | Jun 2, 2026 | Restricted Stock Vesting |
| KSV Pattern, LLC Daniel Gay is a former Director | Jun 1, 2026 | 146,907 | $2.84M | Jun 1, 2026 | Private Purchase |
| KSV Pattern II, LLC Daniel Gay is a former Director | Jun 1, 2026 | 41,474 | $803.17K | Jun 1, 2026 | Private purchase |
| KSV Pattern, LLC Daniel Gay is a former Director | May 15, 2026 | 146,907 | $2.41M | May 15, 2026 | Private Purchase |
| KSV Pattern II, LLC Daniel Gay is a former Director | May 15, 2026 | 41,474 | $680.17K | May 15, 2026 | Private purchase |
| Ann Mather Director | May 15, 2026 | 5,301 | $87.50K | May 15, 2026 | Restricted Stock Vesting |
| KSV Pattern, LLC Daniel Gay is a former Director | May 8, 2026 | 587,746 | $9.36M | May 8, 2026 | Private Purchase |
| KSV Pattern II, LLC Daniel Gay is a Director | May 8, 2026 | 165,775 | $2.64M | May 8, 2026 | Private purchase |