Situational Awareness LP
· Exited
−$166M
Change
−10.5M
Δ Own
−100.0%
Date
Q1 2026
CI
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Situational Awareness LP
· Exited
−$166M
Change
−10.5M
Δ Own
−100.0%
Date
Q1 2026
|
Situational Awareness LP | Exited· Q1 2026 | −$166M | −10.5M | −100.0% | Q1 2026 | |||||
|
Vanguard
· Added
+$131M
Change
+8.3M
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | +$131M | +8.3M | – | Q1 2026 | |||||
|
Voloridge Investment Management, LLC
· Exited
−$87M
Change
−5.5M
Δ Own
−100.0%
Date
Q1 2026
|
Voloridge Investment Management, LLC | Exited· Q1 2026 | −$87M | −5.5M | −100.0% | Q1 2026 | |||||
|
Jane Street Group, LLC
· Reduced
−$79M
Change
−5.0M
Date
Q1 2026
|
Jane Street Group, LLC | Reduced· Q1 2026 | −$79M | −5.0M | – | Q1 2026 | |||||
|
Value Aligned Research Advisors, LLC
· Added
+$56M
Change
+3.6M
Date
Q1 2026
|
Value Aligned Research Advisors, LLC | Added· Q1 2026 | +$56M | +3.6M | – | Q1 2026 | |||||
|
Capital Research Global Investors
· Added
+$37M
Change
+2.3M
Δ Own
+117.2%
Date
Q1 2026
|
Capital Research Global Investors | Added· Q1 2026 | +$37M | +2.3M | +117.2% | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$33M
Change
−2.1M
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$33M | −2.1M | – | Q1 2026 | |||||
|
Driehaus Capital Management LLC
· Exited
−$30M
Change
−1.9M
Δ Own
−100.0%
Date
Q1 2026
|
Driehaus Capital Management LLC | Exited· Q1 2026 | −$30M | −1.9M | −100.0% | Q1 2026 | |||||
|
Renaissance Technologies LLC
· New
+$30M
Change
+1.9M
Date
Q1 2026
|
Renaissance Technologies LLC | New· Q1 2026 | +$30M | +1.9M | – | Q1 2026 | |||||
|
Two Seas Capital LP
· Added
+$28M
Change
+1.7M
Date
Q1 2026
|
Two Seas Capital LP | Added· Q1 2026 | +$28M | +1.7M | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
+$26M
Change
+1.7M
Δ Own
+124.8%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | +$26M | +1.7M | +124.8% | Q1 2026 | |||||
|
American Century Companies Inc
· Reduced
−$25M
Change
−1.6M
Date
Q1 2026
|
American Century Companies Inc | Reduced· Q1 2026 | −$25M | −1.6M | – | Q1 2026 | |||||
|
Troluce Capital Advisors LLC
· New
+$21M
Change
+1.4M
Date
Q1 2026
|
Troluce Capital Advisors LLC | New· Q1 2026 | +$21M | +1.4M | – | Q1 2026 | |||||
|
Marex Group PLC
· Added
+$21M
Change
+1.3M
Date
Q1 2026
|
Marex Group PLC | Added· Q1 2026 | +$21M | +1.3M | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
+$20M
Change
+1.3M
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | +$20M | +1.3M | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Page Tyler
· Director
Sell
−$2.6M
|
Page Tyler | Director | Sell | $22.68 | −112K | −$2.6M | 9.0M | −1.2% | Jul 9, 2026 | Jul 10, 2026 | |||||||||
|
Page Tyler
· Director
Sell
−$2.4M
|
Page Tyler | Director | Sell | $21.19 | −112K | −$2.4M | 9.1M | −1.2% | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Mumford Gregory J.d.
· Officer
2 operations
0
|
Mumford Gregory J.d. | Officer | 2 operations | – | 0 | – | 546K | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Mumford Gregory J.d.
· Officer
Tax withholding or exercise payment (F)
-$169K
|
Mumford Gregory J.d. | Officer | Tax withholding or exercise payment (F) | $24.50 | -7K | -$169K | 20K | −25.4% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Iwaschuk William
· Officer
6 operations
0
|
Iwaschuk William | Officer | 6 operations | – | 0 | – | 459K | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Iwaschuk William
· Officer
3 operations
-$1.9M
|
Iwaschuk William | Officer | 3 operations | $24.50 | -77K | -$1.9M | 1.6M | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Kelly Patrick Arthur
· Officer
6 operations
0
|
Kelly Patrick Arthur | Officer | 6 operations | – | 0 | – | 459K | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Kelly Patrick Arthur
· Officer
3 operations
-$1.8M
|
Kelly Patrick Arthur | Officer | 3 operations | $24.50 | -71K | -$1.8M | 1.6M | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Page Tyler
· Director
6 operations
0
|
Page Tyler | Director | 6 operations | – | 0 | – | 1.5M | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Page Tyler
· Director
3 operations
-$5.9M
|
Page Tyler | Director | 3 operations | $24.50 | -242K | -$5.9M | 9.2M | – | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Page Tyler
· Director
2 operations
0
|
Page Tyler | Director | 2 operations | – | 0 | – | 0 | – | Jun 22, 2026 | Jun 23, 2026 | |||||||||
|
Page Tyler
· Director
Tax withholding or exercise payment (F)
-$20M
|
Page Tyler | Director | Tax withholding or exercise payment (F) | $28.14 | -725K | -$20M | 9.0M | −7.5% | Jun 22, 2026 | Jun 23, 2026 | |||||||||
|
Grossman Cary M.
· Director
Sell
−$441K
|
Grossman Cary M. | Director | Sell | $29.43 | −15K | −$441K | 144K | −9.4% | Jun 18, 2026 | Jun 23, 2026 | |||||||||
|
Newsome James E.
· Director
Sell
−$100K
|
Newsome James E. | Director | Sell | $26.60 | −4K | −$100K | 129K | – | Jun 16, 2026 | Jun 18, 2026 | |||||||||
|
Page Tyler
· Director
Tax withholding or exercise payment (F)
-$4.4M
|
Page Tyler | Director | Tax withholding or exercise payment (F) | $26.03 | -170K | -$4.4M | 8.3M | – | Jun 16, 2026 | Jun 16, 2026 | |||||||||
N
A
M
M
G
A
384 reporting institutions disclosed CIFR 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.