Lone Pine Capital LLC
· Exited
−$221M
Change
−3.8M
Δ Own
−100.0%
Date
Q1 2026
AF
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Lone Pine Capital LLC
· Exited
−$221M
Change
−3.8M
Δ Own
−100.0%
Date
Q1 2026
|
Lone Pine Capital LLC | Exited· Q1 2026 | −$221M | −3.8M | −100.0% | Q1 2026 | |||||
|
Norges
· Exited
−$219M
Change
−3.8M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$219M | −3.8M | −100.0% | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$211M
Change
+3.7M
Δ Own
+874.0%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$211M | +3.7M | +874.0% | Q1 2026 | |||||
|
FMR LLC
· Added
+$209M
Change
+3.6M
Δ Own
+26.5%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$209M | +3.6M | +26.5% | Q1 2026 | |||||
|
Jericho Capital Asset Management L.P.
· Exited
−$208M
Change
−3.6M
Δ Own
−100.0%
Date
Q1 2026
|
Jericho Capital Asset Management L.P. | Exited· Q1 2026 | −$208M | −3.6M | −100.0% | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$206M
Change
−3.6M
Δ Own
−87.8%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$206M | −3.6M | −87.8% | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
+$199M
Change
+3.4M
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | +$199M | +3.4M | – | Q1 2026 | |||||
|
Lord, Abbett & Co. LLC
· Reduced
−$118M
Change
−2.0M
Date
Q1 2026
|
Lord, Abbett & Co. LLC | Reduced· Q1 2026 | −$118M | −2.0M | – | Q1 2026 | |||||
|
Durable Capital Partners LP
· Added
+$114M
Change
+2.0M
Δ Own
+53.5%
Date
Q1 2026
|
Durable Capital Partners LP | Added· Q1 2026 | +$114M | +2.0M | +53.5% | Q1 2026 | |||||
|
1832 Asset Management L.P.
· Exited
−$103M
Change
−1.8M
Δ Own
−100.0%
Date
Q1 2026
|
1832 Asset Management L.P. | Exited· Q1 2026 | −$103M | −1.8M | −100.0% | Q1 2026 | |||||
|
Marshall Wace, LLP
· Reduced
−$94M
Change
−1.6M
Date
Q1 2026
|
Marshall Wace, LLP | Reduced· Q1 2026 | −$94M | −1.6M | – | Q1 2026 | |||||
|
Capital Research Global Investors
· Added
+$84M
Change
+1.4M
Δ Own
+6.2%
Date
Q1 2026
|
Capital Research Global Investors | Added· Q1 2026 | +$84M | +1.4M | +6.2% | Q1 2026 | |||||
|
Millennium Management LLC
· Added
+$77M
Change
+1.3M
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | +$77M | +1.3M | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$75M
Change
−1.3M
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$75M | −1.3M | – | Q1 2026 | |||||
|
Wellington Management Group LLP
· Added
+$72M
Change
+1.2M
Δ Own
+82.3%
Date
Q1 2026
|
Wellington Management Group LLP | Added· Q1 2026 | +$72M | +1.2M | +82.3% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Reses Jacqueline D.
· Director
Grant (A)
655
|
Reses Jacqueline D. | Director | Grant (A) | – | 655 | – | 49K | +1.3% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Galanti Richard A.
· Director
Grant (A)
655
|
Galanti Richard A. | Director | Grant (A) | – | 655 | – | 12K | +5.6% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Liew Jeremy
· Director
Grant (A)
655
|
Liew Jeremy | Director | Grant (A) | – | 655 | – | 317K | +0.2% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Michalek Libor
· Director
2 operations
0
|
Michalek Libor | Director | 2 operations | – | 0 | – | 5K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Michalek Libor
· Director
Tax withholding or exercise payment (F)
-$100K
|
Michalek Libor | Director | Tax withholding or exercise payment (F) | $83.85 | -1K | -$100K | 224K | −0.5% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Quarles Christa S.
· Director
Grant (A)
655
|
Quarles Christa S. | Director | Grant (A) | – | 655 | – | 69K | +1.0% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Schneider Ryan M.
· Director
2 operations
4K
|
Schneider Ryan M. | Director | 2 operations | – | 4K | – | 4K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Linford Michael
· Officer
2 operations
0
|
Linford Michael | Officer | 2 operations | – | 0 | – | 5K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Linford Michael
· Officer
Tax withholding or exercise payment (F)
-$82K
|
Linford Michael | Officer | Tax withholding or exercise payment (F) | $83.85 | -972 | -$82K | 119K | −0.8% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Adkins Katherine
· Officer
2 operations
0
|
Adkins Katherine | Officer | 2 operations | – | 0 | – | 3K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Adkins Katherine
· Officer
Tax withholding or exercise payment (F)
-$53K
|
Adkins Katherine | Officer | Tax withholding or exercise payment (F) | $83.85 | -635 | -$53K | 146K | −0.4% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Linford Michael
· Officer
Sell
−$8.0M
|
Linford Michael | Officer | Sell | $80.04 | −100K | −$8.0M | 118K | −45.9% | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Linford Michael
· Officer
2 operations
0
|
Linford Michael | Officer | 2 operations | $5.39 | 0 | – | 434K | – | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Linford Michael
· Officer
4 operations
0
|
Linford Michael | Officer | 4 operations | – | 0 | – | 33K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Linford Michael
· Officer
Tax withholding or exercise payment (F)
-$340K
|
Linford Michael | Officer | Tax withholding or exercise payment (F) | $72.91 | -5K | -$340K | 118K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
N
A
M
M
G
A
626 reporting institutions disclosed AFRM 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.