Encompass Capital Advisors LLC
· New
Change
+9.1M
Date
Q1 2026
AE
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Encompass Capital Advisors LLC
· New
Change
+9.1M
Date
Q1 2026
|
Encompass Capital Advisors LLC | New· Q1 2026 | – | +9.1M | – | Q1 2026 | |||||
|
FMR LLC
· Reduced
Change
−1.7M
Δ Own
−99.3%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | – | −1.7M | −99.3% | Q1 2026 | |||||
|
Cooke & Bieler LP
· Reduced
Change
−1.7M
Date
Q1 2026
|
Cooke & Bieler LP | Reduced· Q1 2026 | – | −1.7M | – | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−1.7M
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −1.7M | – | Q1 2026 | |||||
|
Liontrust Investment Partners LLP
· Reduced
Change
−1.3M
Date
Q1 2026
|
Liontrust Investment Partners LLP | Reduced· Q1 2026 | – | −1.3M | – | Q1 2026 | |||||
|
Cooperman Leon G
· Reduced
Change
−970K
Date
Q1 2026
|
Cooperman Leon G | Reduced· Q1 2026 | – | −970K | – | Q1 2026 | |||||
|
Vanguard
· Added
Change
+954K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +954K | – | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· Reduced
Change
−931K
Date
Q1 2026
|
Balyasny Asset Management L.P. | Reduced· Q1 2026 | – | −931K | – | Q1 2026 | |||||
|
Jefferies Financial Group Inc.
· Exited
Change
−803K
Δ Own
−100.0%
Date
Q1 2026
|
Jefferies Financial Group Inc. | Exited· Q1 2026 | – | −803K | −100.0% | Q1 2026 | |||||
|
Jane Street Group, LLC
· Exited
Change
−801K
Δ Own
−100.0%
Date
Q1 2026
|
Jane Street Group, LLC | Exited· Q1 2026 | – | −801K | −100.0% | Q1 2026 | |||||
|
Evergreen Capital Management LLC
· Reduced
Change
−703K
Date
Q1 2026
|
Evergreen Capital Management LLC | Reduced· Q1 2026 | – | −703K | – | Q1 2026 | |||||
|
Adage Capital Partners Gp, L.L.C.
· Exited
Change
−651K
Δ Own
−100.0%
Date
Q1 2026
|
Adage Capital Partners Gp, L.L.C. | Exited· Q1 2026 | – | −651K | −100.0% | Q1 2026 | |||||
|
BNP Paribas Financial Markets
· Added
Change
+636K
Date
Q1 2026
|
BNP Paribas Financial Markets | Added· Q1 2026 | – | +636K | – | Q1 2026 | |||||
|
Centerbook Partners LP
· Added
Change
+620K
Date
Q1 2026
|
Centerbook Partners LP | Added· Q1 2026 | – | +620K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
Change
+610K
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | – | +610K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hock Stacy
· 10% Owner
Gift (G)
-91K
|
Hock Stacy | 10% Owner | Gift (G) | – | -91K | – | 800K | – | Jun 2, 2026 | Jun 3, 2026 | |||||||||
|
Ginn Kirk Edwards
· 10% Owner
Tax withholding or exercise payment (F)
-$19K
|
Ginn Kirk Edwards | 10% Owner | Tax withholding or exercise payment (F) | $16.69 | -1K | -$19K | 559K | – | Jun 2, 2026 | Jun 3, 2026 | |||||||||
|
McCarthy Benjamin Blake
· CFO
Tax withholding or exercise payment (F)
-$89K
|
McCarthy Benjamin Blake | CFO | Tax withholding or exercise payment (F) | $18.87 | -5K | -$89K | 184K | – | May 18, 2026 | May 20, 2026 | |||||||||
|
Turner John Gregory
· Director, Officer, 10% Owner, Other
Tax withholding or exercise payment (F)
-$152K
|
Turner John Gregory | Director, Officer, 10% Owner, Other | Tax withholding or exercise payment (F) | $13.48 | -11K | -$152K | 657K | – | Mar 23, 2026 | Mar 24, 2026 | |||||||||
|
Voelter Dathan C.
· Officer, 10% Owner, Other
Tax withholding or exercise payment (F)
-$30K
|
Voelter Dathan C. | Officer, 10% Owner, Other | Tax withholding or exercise payment (F) | $13.48 | -2K | -$30K | 491K | – | Mar 23, 2026 | Mar 24, 2026 | |||||||||
|
Rogers Douglas G.
· Director
Other Form 4 events
-13K
|
Rogers Douglas G. | Director | Other Form 4 events | – | -13K | – | 10K | – | Mar 18, 2026 | Mar 24, 2026 | |||||||||
|
McCarthy Benjamin Blake
· CFO
Tax withholding or exercise payment (F)
-$58K
|
McCarthy Benjamin Blake | CFO | Tax withholding or exercise payment (F) | $13.60 | -4K | -$58K | 189K | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
|
Turner John Gregory
· Director
Tax withholding or exercise payment (F)
-$219K
|
Turner John Gregory | Director | Tax withholding or exercise payment (F) | $13.60 | -16K | -$219K | 668K | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
|
Voelter Dathan C.
· Officer, 10% Owner, Other
Tax withholding or exercise payment (F)
-$66K
|
Voelter Dathan C. | Officer, 10% Owner, Other | Tax withholding or exercise payment (F) | $13.60 | -5K | -$66K | 493K | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
|
Ginn Kirk Edwards
· 10% Owner, Other
Tax withholding or exercise payment (F)
-$41K
|
Ginn Kirk Edwards | 10% Owner, Other | Tax withholding or exercise payment (F) | $13.60 | -3K | -$41K | 560K | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
|
Rogers Douglas G.
· Director
2 operations
0
|
Rogers Douglas G. | Director | 2 operations | – | 0 | – | 22K | – | Mar 13, 2026 | Mar 24, 2026 | |||||||||
|
Turner John Gregory
· Director, Officer, 10% Owner, Other
Tax withholding or exercise payment (F)
-$111K
|
Turner John Gregory | Director, Officer, 10% Owner, Other | Tax withholding or exercise payment (F) | $9.91 | -11K | -$111K | 684K | – | Mar 6, 2026 | Mar 6, 2026 | |||||||||
|
Ginn Kirk Edwards
· 10% Owner, Other
Tax withholding or exercise payment (F)
-$52K
|
Ginn Kirk Edwards | 10% Owner, Other | Tax withholding or exercise payment (F) | $9.91 | -5K | -$52K | 563K | – | Mar 6, 2026 | Mar 6, 2026 | |||||||||
|
Voelter Dathan C.
· Officer, 10% Owner, Other
Tax withholding or exercise payment (F)
-$72K
|
Voelter Dathan C. | Officer, 10% Owner, Other | Tax withholding or exercise payment (F) | $9.91 | -7K | -$72K | 498K | – | Mar 6, 2026 | Mar 6, 2026 | |||||||||
|
Scholla Chris
· 10% Owner, Other
Sell
−$105K
|
Scholla Chris | 10% Owner, Other | Sell | $11.79 | −9K | −$105K | 568K | – | Mar 6, 2026 | Mar 6, 2026 | |||||||||
N
A
M
G
A
A
226 reporting institutions disclosed AESI 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.