FMR LLC
· Added
Change
+678K
Δ Own
+40.4%
Date
Q1 2026
AY
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
FMR LLC
· Added
Change
+678K
Δ Own
+40.4%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | – | +678K | +40.4% | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Added
Change
+601K
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Added· Q1 2026 | – | +601K | – | Q1 2026 | |||||
|
Durable Capital Partners LP
· Reduced
Change
−460K
Δ Own
−56.4%
Date
Q1 2026
|
Durable Capital Partners LP | Reduced· Q1 2026 | – | −460K | −56.4% | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
Change
−447K
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | – | −447K | – | Q1 2026 | |||||
|
Norges
· Exited
Change
−385K
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | – | −385K | −100.0% | Q1 2026 | |||||
|
Palestra Capital Management LLC
· Exited
Change
−371K
Δ Own
−100.0%
Date
Q1 2026
|
Palestra Capital Management LLC | Exited· Q1 2026 | – | −371K | −100.0% | Q1 2026 | |||||
|
Alyeska Investment Group, L.P.
· Reduced
Change
−256K
Date
Q1 2026
|
Alyeska Investment Group, L.P. | Reduced· Q1 2026 | – | −256K | – | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· Exited
Change
−237K
Δ Own
−100.0%
Date
Q1 2026
|
Point72 Asset Management, L.P. | Exited· Q1 2026 | – | −237K | −100.0% | Q1 2026 | |||||
|
Ameriprise Financial Inc
· Reduced
Change
−232K
Date
Q1 2026
|
Ameriprise Financial Inc | Reduced· Q1 2026 | – | −232K | – | Q1 2026 | |||||
|
Alua Capital Management LP
· New
Change
+226K
Date
Q1 2026
|
Alua Capital Management LP | New· Q1 2026 | – | +226K | – | Q1 2026 | |||||
|
140 Summer Partners LP
· Exited
Change
−226K
Δ Own
−100.0%
Date
Q1 2026
|
140 Summer Partners LP | Exited· Q1 2026 | – | −226K | −100.0% | Q1 2026 | |||||
|
Adage Capital Partners Gp, L.L.C.
· Exited
Change
−217K
Δ Own
−100.0%
Date
Q1 2026
|
Adage Capital Partners Gp, L.L.C. | Exited· Q1 2026 | – | −217K | −100.0% | Q1 2026 | |||||
|
Acadian Asset Management LLC
· Added
Change
+212K
Date
Q1 2026
|
Acadian Asset Management LLC | Added· Q1 2026 | – | +212K | – | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· Added
Change
+171K
Δ Own
+503.4%
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | Added· Q1 2026 | – | +171K | +503.4% | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
Change
+170K
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | – | +170K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Goldman Barry R.
· Officer
Sell
−$439K
|
Goldman Barry R. | Officer | Sell | $365.65 | −1K | −$439K | 5K | −19.8% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Holcom Karen J.
· CFO
Sell
−$629K
|
Holcom Karen J. | CFO | Sell | $303.14 | −2K | −$629K | 19K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Leibman Maya
· Director
Buy
+$58K
|
Leibman Maya | Director | Buy | $288.83 | +200 | +$58K | 400 | – | Apr 30, 2026 | May 4, 2026 | |||||||||
|
O'Shaughnessy Laura
· Director
Buy
+$283K
|
O'Shaughnessy Laura | Director | Buy | $282.98 | +1K | +$283K | 3K | – | Apr 8, 2026 | Apr 10, 2026 | |||||||||
|
Holcom Karen J.
· Officer
Sell
−$1.5M
|
Holcom Karen J. | Officer | Sell | $309.23 | −5K | −$1.5M | 22K | – | Jan 28, 2026 | Jan 30, 2026 | |||||||||
|
Holcom Karen J.
· Officer
2 operations
0
|
Holcom Karen J. | Officer | 2 operations | $239.76 | 0 | – | 0 | – | Jan 28, 2026 | Jan 30, 2026 | |||||||||
|
Sachleben Mark
· Director
Grant (A)
546
|
Sachleben Mark | Director | Grant (A) | – | 546 | – | 546 | – | Jan 21, 2026 | Jan 23, 2026 | |||||||||
|
O'Shaughnessy Laura
· Director
Grant (A)
546
|
O'Shaughnessy Laura | Director | Grant (A) | – | 546 | – | 546 | – | Jan 21, 2026 | Jan 23, 2026 | |||||||||
|
Leibman Maya
· Director
Grant (A)
546
|
Leibman Maya | Director | Grant (A) | – | 546 | – | 546 | – | Jan 21, 2026 | Jan 23, 2026 | |||||||||
|
Hance James H. Jr
· Director
Grant (A)
$175K
|
Hance James H. Jr | Director | Grant (A) | $320.59 | 546 | $175K | 19K | – | Jan 21, 2026 | Jan 23, 2026 | |||||||||
|
Dillard George Douglas Jr
· Director
Grant (A)
546
|
Dillard George Douglas Jr | Director | Grant (A) | – | 546 | – | 546 | – | Jan 21, 2026 | Jan 23, 2026 | |||||||||
|
Bender Michael J.
· Director
Grant (A)
546
|
Bender Michael J. | Director | Grant (A) | – | 546 | – | 546 | – | Jan 21, 2026 | Jan 23, 2026 | |||||||||
|
Battle W. Patrick
· Director
Grant (A)
546
|
Battle W. Patrick | Director | Grant (A) | – | 546 | – | 546 | – | Jan 21, 2026 | Jan 23, 2026 | |||||||||
|
Avedon Marcia J.
· Director
Grant (A)
546
|
Avedon Marcia J. | Director | Grant (A) | – | 546 | – | 546 | – | Jan 21, 2026 | Jan 23, 2026 | |||||||||
|
Goldman Barry R.
· Officer
7 operations
−$1.6M
|
Goldman Barry R. | Officer | 7 operations | $362.80–$370.23 | −4K | −$1.6M | 7K | – | Oct 28, 2025 | Oct 30, 2025 | |||||||||
N
A
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565 reporting institutions disclosed AYI 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.