Whale Rock Capital Management LLC
· New
+$296M
Change
+1.0M
Date
Q1 2026
AE
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Whale Rock Capital Management LLC
· New
+$296M
Change
+1.0M
Date
Q1 2026
|
Whale Rock Capital Management LLC | New· Q1 2026 | +$296M | +1.0M | – | Q1 2026 | |||||
|
Norges
· Exited
−$171M
Change
−589K
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$171M | −589K | −100.0% | Q1 2026 | |||||
|
Vanguard
· Reduced
−$116M
Change
−400K
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | −$116M | −400K | – | Q1 2026 | |||||
|
BlackRock
· Added
+$112M
Change
+386K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$112M | +386K | – | Q1 2026 | |||||
|
Ameriprise Financial Inc
· Reduced
−$96M
Change
−332K
Date
Q1 2026
|
Ameriprise Financial Inc | Reduced· Q1 2026 | −$96M | −332K | – | Q1 2026 | |||||
|
FMR LLC
· Reduced
−$83M
Change
−286K
Δ Own
−15.3%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$83M | −286K | −15.3% | Q1 2026 | |||||
|
Invesco Ltd.
· Added
+$75M
Change
+259K
Δ Own
+16.4%
Date
Q1 2026
|
Invesco Ltd. | Added· Q1 2026 | +$75M | +259K | +16.4% | Q1 2026 | |||||
|
Td Asset Management Inc
· Added
+$60M
Change
+207K
Date
Q1 2026
|
Td Asset Management Inc | Added· Q1 2026 | +$60M | +207K | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Added
+$53M
Change
+184K
Date
Q1 2026
|
T. Rowe Price Associates | Added· Q1 2026 | +$53M | +184K | – | Q1 2026 | |||||
|
Earnest Partners LLC
· Reduced
−$53M
Change
−182K
Date
Q1 2026
|
Earnest Partners LLC | Reduced· Q1 2026 | −$53M | −182K | – | Q1 2026 | |||||
|
Driehaus Capital Management LLC
· New
+$51M
Change
+177K
Date
Q1 2026
|
Driehaus Capital Management LLC | New· Q1 2026 | +$51M | +177K | – | Q1 2026 | |||||
|
AQR Capital Management LLC
· Added
+$50M
Change
+173K
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | +$50M | +173K | – | Q1 2026 | |||||
|
Neuberger Berman Group LLC
· Reduced
−$49M
Change
−170K
Date
Q1 2026
|
Neuberger Berman Group LLC | Reduced· Q1 2026 | −$49M | −170K | – | Q1 2026 | |||||
|
BNP Paribas Financial Markets
· Added
+$48M
Change
+167K
Date
Q1 2026
|
BNP Paribas Financial Markets | Added· Q1 2026 | +$48M | +167K | – | Q1 2026 | |||||
|
Geode
· Added
+$47M
Change
+163K
Date
Q1 2026
|
Geode | Added· Q1 2026 | +$47M | +163K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Shirley Brian
· Director
Sell
−$459K
|
Shirley Brian | Director | Sell | $372.35 | −1K | −$459K | 7K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Shirley Brian
· Director
Grant (A)
587
|
Shirley Brian | Director | Grant (A) | – | 587 | – | 587 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Roush John A.
· Director
Grant (A)
587
|
Roush John A. | Director | Grant (A) | – | 587 | – | 587 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
David Reed
· Director
Grant (A)
587
|
David Reed | Director | Grant (A) | – | 587 | – | 587 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Minnix Lanesha
· Director
Grant (A)
587
|
Minnix Lanesha | Director | Grant (A) | – | 587 | – | 587 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Foster Ronald C.
· Director
Grant (A)
587
|
Foster Ronald C. | Director | Grant (A) | – | 587 | – | 587 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Donikowski Tina
· Director
Grant (A)
587
|
Donikowski Tina | Director | Grant (A) | – | 587 | – | 587 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Delsanto Anne
· Director
Grant (A)
587
|
Delsanto Anne | Director | Grant (A) | – | 587 | – | 587 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Ball Frederick
· Director
Grant (A)
587
|
Ball Frederick | Director | Grant (A) | – | 587 | – | 587 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Beard Grant H.
· Director
Grant (A)
760
|
Beard Grant H. | Director | Grant (A) | – | 760 | – | 760 | – | May 7, 2026 | May 8, 2026 | |||||||||
|
Minnix Lanesha
· Director
2 operations
0
|
Minnix Lanesha | Director | 2 operations | – | 0 | – | 0 | – | May 2, 2026 | May 5, 2026 | |||||||||
|
Beard Grant H.
· Director
2 operations
0
|
Beard Grant H. | Director | 2 operations | – | 0 | – | 0 | – | May 2, 2026 | May 5, 2026 | |||||||||
|
Ball Frederick
· Director
2 operations
0
|
Ball Frederick | Director | 2 operations | – | 0 | – | 0 | – | May 2, 2026 | May 5, 2026 | |||||||||
|
Foster Ronald C.
· Director
2 operations
0
|
Foster Ronald C. | Director | 2 operations | – | 0 | – | 0 | – | May 2, 2026 | May 5, 2026 | |||||||||
|
Donikowski Tina
· Director
2 operations
0
|
Donikowski Tina | Director | 2 operations | – | 0 | – | 0 | – | May 2, 2026 | May 5, 2026 | |||||||||
N
A
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A
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558 reporting institutions disclosed AEIS position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.