Wasatch Advisors LP
· Reduced
−$142M
Change
−2.6M
Date
Q1 2026
FO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Wasatch Advisors LP
· Reduced
−$142M
Change
−2.6M
Date
Q1 2026
|
Wasatch Advisors LP | Reduced· Q1 2026 | −$142M | −2.6M | – | Q1 2026 | |||||
|
Vanguard
· Reduced
−$69M
Change
−1.3M
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | −$69M | −1.3M | – | Q1 2026 | |||||
|
Shawspring Partners LLC
· Exited
−$63M
Change
−1.1M
Δ Own
−100.0%
Date
Q1 2026
|
Shawspring Partners LLC | Exited· Q1 2026 | −$63M | −1.1M | −100.0% | Q1 2026 | |||||
|
Darlington Partners Capital Management, LP
· Added
+$55M
Change
+1.0M
Date
Q1 2026
|
Darlington Partners Capital Management, LP | Added· Q1 2026 | +$55M | +1.0M | – | Q1 2026 | |||||
|
Jennison Associates LLC
· Exited
−$51M
Change
−925K
Δ Own
−100.0%
Date
Q1 2026
|
Jennison Associates LLC | Exited· Q1 2026 | −$51M | −925K | −100.0% | Q1 2026 | |||||
|
Bank of Montreal
· Reduced
−$47M
Change
−846K
Date
Q1 2026
|
Bank of Montreal | Reduced· Q1 2026 | −$47M | −846K | – | Q1 2026 | |||||
|
Norges
· Exited
−$45M
Change
−820K
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$45M | −820K | −100.0% | Q1 2026 | |||||
|
FMR LLC
· Added
+$40M
Change
+733K
Δ Own
+473.8%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$40M | +733K | +473.8% | Q1 2026 | |||||
|
Ameriprise Financial Inc
· Reduced
−$37M
Change
−669K
Date
Q1 2026
|
Ameriprise Financial Inc | Reduced· Q1 2026 | −$37M | −669K | – | Q1 2026 | |||||
|
Bw Gestao de Investimentos Ltda.
· Reduced
−$30M
Change
−538K
Date
Q1 2026
|
Bw Gestao de Investimentos Ltda. | Reduced· Q1 2026 | −$30M | −538K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$26M
Change
−464K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$26M | −464K | – | Q1 2026 | |||||
|
Ensign Peak Advisors, Inc
· Added
+$26M
Change
+463K
Date
Q1 2026
|
Ensign Peak Advisors, Inc | Added· Q1 2026 | +$26M | +463K | – | Q1 2026 | |||||
|
Private Management Group Inc
· New
+$25M
Change
+454K
Date
Q1 2026
|
Private Management Group Inc | New· Q1 2026 | +$25M | +454K | – | Q1 2026 | |||||
|
Gotham Asset Management, LLC
· Added
+$24M
Change
+442K
Δ Own
+951.9%
Date
Q1 2026
|
Gotham Asset Management, LLC | Added· Q1 2026 | +$24M | +442K | +951.9% | Q1 2026 | |||||
|
Durable Capital Partners LP
· Reduced
−$24M
Change
−441K
Δ Own
−6.7%
Date
Q1 2026
|
Durable Capital Partners LP | Reduced· Q1 2026 | −$24M | −441K | −6.7% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Bakhshandehpour Sam
· Director
Grant (A)
$210K
|
Bakhshandehpour Sam | Director | Grant (A) | $41.18 | 5K | $210K | 15K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Goldsmith-Grover Sarah
· Director
Grant (A)
$210K
|
Goldsmith-Grover Sarah | Director | Grant (A) | $41.18 | 5K | $210K | 12K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Dallaire Seth
· Director
Grant (A)
$210K
|
Dallaire Seth | Director | Grant (A) | $41.18 | 5K | $210K | 8K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Davis Karen Roter
· Director
Grant (A)
$210K
|
Davis Karen Roter | Director | Grant (A) | $41.18 | 5K | $210K | 13K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Halkyard Jonathan S.
· Director
Grant (A)
$210K
|
Halkyard Jonathan S. | Director | Grant (A) | $41.18 | 5K | $210K | 22K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Disman Nancy
· Director
Grant (A)
$302K
|
Disman Nancy | Director | Grant (A) | $41.18 | 7K | $302K | 198K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Lauber David Taylor
· Director
Tax withholding or exercise payment (F)
-$204K
|
Lauber David Taylor | Director | Tax withholding or exercise payment (F) | $39.29 | -5K | -$204K | 451K | – | Jun 5, 2026 | Jun 9, 2026 | |||||||||
|
Isaacman Jared
· 10% Owner
Buy
+$7.8M
|
Isaacman Jared | 10% Owner | Buy | $40.66 | +193K | +$7.8M | 1.8M | – | May 12, 2026 | May 13, 2026 | |||||||||
|
Isaacman Jared
· 10% Owner
Buy
+$8.1M
|
Isaacman Jared | 10% Owner | Buy | $41.41 | +196K | +$8.1M | 1.6M | – | May 11, 2026 | May 13, 2026 | |||||||||
|
Isaacman Jared
· 10% Owner
Gift (G)
-2K
|
Isaacman Jared | 10% Owner | Gift (G) | – | -2K | – | 20.8M | – | Mar 17, 2026 | Mar 17, 2026 | |||||||||
|
Isaacman Jared
· 10% Owner
Buy
+$2.0M
|
Isaacman Jared | 10% Owner | Buy | $45.75 | +44K | +$2.0M | 1.4M | – | Mar 10, 2026 | Mar 11, 2026 | |||||||||
|
Frankel Jordan
· Officer
Tax withholding or exercise payment (F)
-$184K
|
Frankel Jordan | Officer | Tax withholding or exercise payment (F) | $44.07 | -4K | -$184K | 280K | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Isaacman Jared
· 10% Owner
Buy
+$2.0M
|
Isaacman Jared | 10% Owner | Buy | $43.83 | +46K | +$2.0M | 1.4M | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Lauber David Taylor
· Director, Officer
Tax withholding or exercise payment (F)
-$542K
|
Lauber David Taylor | Director, Officer | Tax withholding or exercise payment (F) | $44.07 | -12K | -$542K | 460K | – | Mar 2, 2026 | Mar 3, 2026 | |||||||||
|
Disman Nancy
· Director
Tax withholding or exercise payment (F)
-$254K
|
Disman Nancy | Director | Tax withholding or exercise payment (F) | $44.07 | -6K | -$254K | 191K | – | Mar 2, 2026 | Mar 3, 2026 | |||||||||
N
A
M
G
A
A
417 reporting institutions disclosed FOUR 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.