DF
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Fenimore Asset Management Inc
· Exited
Change
−686K
Δ Own
−100.0%
Date
Q1 2026
|
Fenimore Asset Management Inc | Exited· Q1 2026 | – | −686K | −100.0% | Q1 2026 | |||||
|
Arcus Capital Partners, LLC
· Reduced
Change
−399K
Date
Q1 2026
|
Arcus Capital Partners, LLC | Reduced· Q1 2026 | – | −399K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
Change
−270K
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | – | −270K | – | Q1 2026 | |||||
|
Kayne Anderson Rudnick Investment Management LLC
· Reduced
Change
−156K
Date
Q1 2026
|
Kayne Anderson Rudnick Investment Management LLC | Reduced· Q1 2026 | – | −156K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
Change
−149K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | – | −149K | – | Q1 2026 | |||||
|
Vanguard
· Reduced
Change
−147K
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | – | −147K | – | Q1 2026 | |||||
|
SG Americas Securities, LLC
· Reduced
Change
−143K
Date
Q1 2026
|
SG Americas Securities, LLC | Reduced· Q1 2026 | – | −143K | – | Q1 2026 | |||||
|
Davidson Kahn Capital Management, LLC
· Exited
Change
−112K
Δ Own
−100.0%
Date
Q1 2026
|
Davidson Kahn Capital Management, LLC | Exited· Q1 2026 | – | −112K | −100.0% | Q1 2026 | |||||
|
Epoch Investment Partners, Inc.
· Exited
Change
−83K
Δ Own
−100.0%
Date
Q1 2026
|
Epoch Investment Partners, Inc. | Exited· Q1 2026 | – | −83K | −100.0% | Q1 2026 | |||||
|
First Manhattan Co. LLC.
· Exited
Change
−80K
Δ Own
−100.0%
Date
Q1 2026
|
First Manhattan Co. LLC. | Exited· Q1 2026 | – | −80K | −100.0% | Q1 2026 | |||||
|
De Lisle Partners LLP
· Reduced
Change
−77K
Date
Q1 2026
|
De Lisle Partners LLP | Reduced· Q1 2026 | – | −77K | – | Q1 2026 | |||||
|
Alphaquest LLC
· Exited
Change
−71K
Δ Own
−100.0%
Date
Q1 2026
|
Alphaquest LLC | Exited· Q1 2026 | – | −71K | −100.0% | Q1 2026 | |||||
|
Wells Fargo & Company
· Reduced
Change
−46K
Date
Q1 2026
|
Wells Fargo & Company | Reduced· Q1 2026 | – | −46K | – | Q1 2026 | |||||
|
Verition Fund Management LLC
· Reduced
Change
−37K
Date
Q1 2026
|
Verition Fund Management LLC | Reduced· Q1 2026 | – | −37K | – | Q1 2026 | |||||
|
Giverny Capital Inc.
· Exited
Change
−32K
Δ Own
−100.0%
Date
Q1 2026
|
Giverny Capital Inc. | Exited· Q1 2026 | – | −32K | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Lovett William Radford II
· 10% Owner
2 operations
−$943K
|
Lovett William Radford II | 10% Owner | 2 operations | $16.00–$16.70 | −57K | −$943K | 3.2M | −1.7% | Jun 24, 2026 | Jun 26, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$329K
|
Lovett William Radford II | 10% Owner | Sell | $15.00 | −22K | −$329K | 3.2M | −0.7% | Jun 22, 2026 | Jun 24, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$1.3M
|
Lovett William Radford II | 10% Owner | Sell | $15.52 | −85K | −$1.3M | 3.3M | −2.5% | Jun 18, 2026 | Jun 22, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$693K
|
Lovett William Radford II | 10% Owner | Sell | $15.21 | −46K | −$693K | 3.4M | −1.3% | Jun 17, 2026 | Jun 22, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$753K
|
Lovett William Radford II | 10% Owner | Sell | $14.99 | −50K | −$753K | 3.4M | – | Jun 16, 2026 | Jun 17, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$808K
|
Lovett William Radford II | 10% Owner | Sell | $15.16 | −53K | −$808K | 3.5M | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$1.2M
|
Lovett William Radford II | 10% Owner | Sell | $15.17 | −76K | −$1.2M | 3.5M | – | Jun 12, 2026 | Jun 15, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$886K
|
Lovett William Radford II | 10% Owner | Sell | $14.56 | −61K | −$886K | 3.6M | – | Jun 11, 2026 | Jun 15, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$414K
|
Lovett William Radford II | 10% Owner | Sell | $12.89 | −32K | −$414K | 3.6M | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$1.5M
|
Lovett William Radford II | 10% Owner | Sell | $12.65 | −118K | −$1.5M | 3.7M | – | May 19, 2026 | May 21, 2026 | |||||||||
|
Ramsay Lorena Anabel
· Officer
Tax withholding or exercise payment (F)
-$32K
|
Ramsay Lorena Anabel | Officer | Tax withholding or exercise payment (F) | $14.04 | -2K | -$32K | 230K | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Zalupski Patrick O.
· Director, Officer, 10% Owner
Other Form 4 events
1.0M
|
Zalupski Patrick O. | Director, Officer, 10% Owner | Other Form 4 events | – | 1.0M | – | 1.0M | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
|
Zalupski Patrick O.
· Director
Tax withholding or exercise payment (F)
-$760K
|
Zalupski Patrick O. | Director | Tax withholding or exercise payment (F) | $15.71 | -48K | -$760K | 2.1M | – | Mar 8, 2026 | Mar 9, 2026 | |||||||||
|
Ramsay Lorena Anabel
· Officer
Tax withholding or exercise payment (F)
-$132K
|
Ramsay Lorena Anabel | Officer | Tax withholding or exercise payment (F) | $15.71 | -8K | -$132K | 232K | – | Mar 8, 2026 | Mar 9, 2026 | |||||||||
|
Zalupski Patrick O.
· Director
Tax withholding or exercise payment (F)
-$286K
|
Zalupski Patrick O. | Director | Tax withholding or exercise payment (F) | $16.40 | -17K | -$286K | 2.1M | – | Mar 6, 2026 | Mar 9, 2026 | |||||||||
200 reporting institutions disclosed DFH 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.