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Companies / Consumer Discretionary / Pattern Group Inc.
PTRN

Pattern Group Inc.

Consumer DiscretionaryCatalog Retail
Ticker PTRNLEHI, UTFiscal year ends DecemberBook value per share $5.05Diluted shares 115.0M

Pattern Group Inc. operates as a diversified company providing equity incentive solutions and related services to organizations across multiple sectors. The company's primary business model centers on designing, administering, and managing equity compensation plans for employees, directors, and consultants of client… From the company’s description.

Fiscal year 2025 · ends 12-31
Sales & profitability
$2.50B
1.02%
$16.25M
2.80%
Cash & financing
$99.41M
$78.92M
—
115.0M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Pattern Group Inc. does

In the company’s own words

Pattern Group Inc. operates as a diversified company providing equity incentive solutions and related services to organizations across multiple sectors. The company's primary business model centers on designing, administering, and managing equity compensation plans for employees, directors, and consultants of client companies and their affiliates.

The Pattern Group Inc. 2025 Equity Incentive Plan represents the company's comprehensive framework for delivering equity-based compensation instruments. The plan accommodates multiple award types including incentive stock options, non-qualified stock options, stock appreciation rights, restricted stock units, restricted stock awards, unrestricted stock awards, cash-based awards, and dividend equivalent rights. This diversified approach allows the company to tailor compensation solutions to meet the specific needs of different organizational structures and employee levels.

The company's equity plan administration services extend to both domestic and international operations, with specific provisions enabling compliance with non-U.S. regulatory requirements. The plan structure demonstrates sophisticated design elements including performance-based vesting conditions, time-based restrictions, and provisions for various corporate transactions and restructuring events.

Pattern Group Inc. maintains a flexible share authorization framework with an initial reserve of 8,742,802 shares plus an additional 3,602,605 shares from predecessor equity plans, subject to annual increases based on outstanding share counts. The company's plan administration includes comprehensive governance provisions, tax compliance mechanisms aligned with Section 409A requirements, and detailed procedures for handling equity awards during mergers, acquisitions, and other significant corporate events.

The company serves as a critical infrastructure provider for equity compensation management, offering technical expertise in plan design, regulatory compliance, and award administration. Pattern Group Inc. operates through its equity incentive platform, which processes and manages various forms of equity awards while maintaining compliance with securities regulations, tax codes, and stock exchange requirements. The company's services support organizations in attracting, retaining, and incentivizing talent through structured equity participation programs.

Company details
Sector
Consumer Discretionary
Industry
Catalog Retail
Headquarters
LEHI, UT
Fiscal year end
December
CIK
1811935
SIC
5961

Financial performance, year by year

Fiscal 2025–2025 · USD
$-250.13M$500.26M$1.25B$2.00B$2.75B2025

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Pattern Group Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

109
funds hold it
0 of 35
superinvestors hold it
$333.80M
held by funds, at market

Largest fund holders · Pattern Group Inc.’s weight in each

0.05%of fund net assets
Wasatch Small Cap Growth Fund
WAAEX · WASATCH FUNDS TRUST
2.95%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
Loomis Sayles Small Cap Growth Fund
LSSIX · LOOMIS SAYLES FUNDS II
1.19%of fund net assets
Allspring Special Small Cap Value Fund
ESPAX · ALLSPRING FUNDS TRUST
0.84%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Pattern Group Inc. and its peers compare on margins and cash generation over ten years?”
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