Capital Research Global Investors
· Reduced
Change
−705K
Δ Own
−87.3%
Date
Q1 2026
ES
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Capital Research Global Investors
· Reduced
Change
−705K
Δ Own
−87.3%
Date
Q1 2026
|
Capital Research Global Investors | Reduced· Q1 2026 | – | −705K | −87.3% | Q1 2026 | |||||
|
Brown Advisory Inc
· Reduced
Change
−467K
Date
Q1 2026
|
Brown Advisory Inc | Reduced· Q1 2026 | – | −467K | – | Q1 2026 | |||||
|
Braidwell LP
· New
Change
+464K
Date
Q1 2026
|
Braidwell LP | New· Q1 2026 | – | +464K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
Change
+350K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +350K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
Change
+350K
Δ Own
+175.2%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | – | +350K | +175.2% | Q1 2026 | |||||
|
Jane Street Group, LLC
· Added
Change
+272K
Date
Q1 2026
|
Jane Street Group, LLC | Added· Q1 2026 | – | +272K | – | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· Exited
Change
−250K
Δ Own
−100.0%
Date
Q1 2026
|
Point72 Asset Management, L.P. | Exited· Q1 2026 | – | −250K | −100.0% | Q1 2026 | |||||
|
Qube Research & Technologies Ltd
· New
Change
+229K
Date
Q1 2026
|
Qube Research & Technologies Ltd | New· Q1 2026 | – | +229K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
Change
+215K
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | – | +215K | – | Q1 2026 | |||||
|
Two Sigma Advisers, LP
· Exited
Change
−202K
Δ Own
−100.0%
Date
Q1 2026
|
Two Sigma Advisers, LP | Exited· Q1 2026 | – | −202K | −100.0% | Q1 2026 | |||||
|
Science & Technology Partners, L.P.
· Exited
Change
−193K
Δ Own
−100.0%
Date
Q1 2026
|
Science & Technology Partners, L.P. | Exited· Q1 2026 | – | −193K | −100.0% | Q1 2026 | |||||
|
Tejara Capital Ltd
· Added
Change
+183K
Date
Q1 2026
|
Tejara Capital Ltd | Added· Q1 2026 | – | +183K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
Change
−179K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | – | −179K | – | Q1 2026 | |||||
|
Discovery Capital Management, LLC / Ct
· Exited
Change
−155K
Δ Own
−100.0%
Date
Q1 2026
|
Discovery Capital Management, LLC / Ct | Exited· Q1 2026 | – | −155K | −100.0% | Q1 2026 | |||||
|
Nantahala Capital Management, LLC
· Reduced
Change
−155K
Date
Q1 2026
|
Nantahala Capital Management, LLC | Reduced· Q1 2026 | – | −155K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Gillin Leslie
· Director
Grant (A)
$17K
|
Gillin Leslie | Director | Grant (A) | $85.81 | 196 | $17K | 19K | +1.1% | Jun 30, 2026 | Jul 1, 2026 | |||||||||
|
Custin Ann
· Director
Grant (A)
$21K
|
Custin Ann | Director | Grant (A) | $85.81 | 239 | $21K | 24K | +1.0% | Jun 30, 2026 | Jul 1, 2026 | |||||||||
|
Lewin Nicholas Sheridan
· Director
Grant (A)
$25K
|
Lewin Nicholas Sheridan | Director | Grant (A) | $85.81 | 291 | $25K | 1.1M | 0.0% | Jun 30, 2026 | Jul 1, 2026 | |||||||||
|
Schutter Edward J.
· Director
Grant (A)
$19K
|
Schutter Edward J. | Director | Grant (A) | $85.81 | 216 | $19K | 178K | +0.1% | Jun 30, 2026 | Jul 1, 2026 | |||||||||
|
Slotkin Bryan
· Director
Grant (A)
$16K
|
Slotkin Bryan | Director | Grant (A) | $85.81 | 189 | $16K | 33K | +0.6% | Jun 30, 2026 | Jul 1, 2026 | |||||||||
|
Harris Taylor C.
· Director
2 operations
3K
|
Harris Taylor C. | Director | 2 operations | – | 3K | – | 3K | – | Jun 24, 2026 | Jun 29, 2026 | |||||||||
|
Jw Asset Management, LLC
· Other
Sell
−$4.7M
|
Jw Asset Management, LLC | Other | Sell | $72.89 | −65K | −$4.7M | 2.9M | – | May 28, 2026 | May 28, 2026 | |||||||||
|
Jw Asset Management, LLC
· Other
Sell
−$8K
|
Jw Asset Management, LLC | Other | Sell | $72.50 | −113 | −$8K | 3.0M | – | May 27, 2026 | May 28, 2026 | |||||||||
|
Jw Asset Management, LLC
· Other
Sell
−$1.9M
|
Jw Asset Management, LLC | Other | Sell | $74.39 | −25K | −$1.9M | 3.0M | – | May 26, 2026 | May 28, 2026 | |||||||||
|
Slotkin Bryan
· Director
Grant (A)
2K
|
Slotkin Bryan | Director | Grant (A) | – | 2K | – | 33K | – | May 22, 2026 | May 26, 2026 | |||||||||
|
Schutter Edward J.
· Director
Grant (A)
2K
|
Schutter Edward J. | Director | Grant (A) | – | 2K | – | 178K | – | May 22, 2026 | May 26, 2026 | |||||||||
|
Custin Ann
· Director
Grant (A)
2K
|
Custin Ann | Director | Grant (A) | – | 2K | – | 24K | – | May 22, 2026 | May 26, 2026 | |||||||||
|
Lewin Nicholas Sheridan
· Director
Grant (A)
2K
|
Lewin Nicholas Sheridan | Director | Grant (A) | – | 2K | – | 1.1M | – | May 22, 2026 | May 26, 2026 | |||||||||
|
Gillin Leslie
· Director
Grant (A)
2K
|
Gillin Leslie | Director | Grant (A) | – | 2K | – | 18K | – | May 22, 2026 | May 26, 2026 | |||||||||
|
Jw Asset Management, LLC
· 10% Owner
Sell
−$1.2M
|
Jw Asset Management, LLC | 10% Owner | Sell | $71.40 | −17K | −$1.2M | 3.0M | – | May 21, 2026 | May 22, 2026 | |||||||||
N
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171 reporting institutions disclosed ESTA 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.