IR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Sands Capital Management, LLC
· Exited
Change
−1.7M
Δ Own
−100.0%
Date
Q1 2026
|
Sands Capital Management, LLC | Exited· Q1 2026 | – | −1.7M | −100.0% | Q1 2026 | |||||
|
Millennium Management LLC
· Added
Change
+782K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +782K | – | Q1 2026 | |||||
|
FMR LLC
· Added
Change
+733K
Δ Own
+116.6%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | – | +733K | +116.6% | Q1 2026 | |||||
|
Capital Research Global Investors
· Reduced
Change
−675K
Δ Own
−57.0%
Date
Q1 2026
|
Capital Research Global Investors | Reduced· Q1 2026 | – | −675K | −57.0% | Q1 2026 | |||||
|
Holocene Advisors, LP
· Added
Change
+565K
Date
Q1 2026
|
Holocene Advisors, LP | Added· Q1 2026 | – | +565K | – | Q1 2026 | |||||
|
Rtw Investments, LP
· Added
Change
+487K
Date
Q1 2026
|
Rtw Investments, LP | Added· Q1 2026 | – | +487K | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
Change
−466K
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | – | −466K | – | Q1 2026 | |||||
|
Braidwell LP
· Added
Change
+393K
Date
Q1 2026
|
Braidwell LP | Added· Q1 2026 | – | +393K | – | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· Added
Change
+380K
Δ Own
+173.1%
Date
Q1 2026
|
Point72 Asset Management, L.P. | Added· Q1 2026 | – | +380K | +173.1% | Q1 2026 | |||||
|
Westfield Capital Management Co LP
· Exited
Change
−325K
Δ Own
−100.0%
Date
Q1 2026
|
Westfield Capital Management Co LP | Exited· Q1 2026 | – | −325K | −100.0% | Q1 2026 | |||||
|
Bessemer Group Inc
· Reduced
Change
−320K
Date
Q1 2026
|
Bessemer Group Inc | Reduced· Q1 2026 | – | −320K | – | Q1 2026 | |||||
|
Wellington Management Group LLP
· Reduced
Change
−318K
Δ Own
−77.8%
Date
Q1 2026
|
Wellington Management Group LLP | Reduced· Q1 2026 | – | −318K | −77.8% | Q1 2026 | |||||
|
Lord, Abbett & Co. LLC
· Exited
Change
−277K
Δ Own
−100.0%
Date
Q1 2026
|
Lord, Abbett & Co. LLC | Exited· Q1 2026 | – | −277K | −100.0% | Q1 2026 | |||||
|
Driehaus Capital Management LLC
· Exited
Change
−268K
Δ Own
−100.0%
Date
Q1 2026
|
Driehaus Capital Management LLC | Exited· Q1 2026 | – | −268K | −100.0% | Q1 2026 | |||||
|
UBS AM
· Added
Change
+218K
Date
Q1 2026
|
UBS AM | Added· Q1 2026 | – | +218K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Turakhia Minang
· Officer
Sell
−$177K
|
Turakhia Minang | Officer | Sell | $124.71 | −1K | −$177K | 54K | −2.6% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Freeman Sean Clinton
· Officer
Sell
−$114K
|
Freeman Sean Clinton | Officer | Sell | $124.71 | −918 | −$114K | 14K | −6.3% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Shrishrimal Sumi
· Officer
Sell
−$186K
|
Shrishrimal Sumi | Officer | Sell | $108.19 | −2K | −$186K | 40K | – | Jun 2, 2026 | Jun 3, 2026 | |||||||||
|
Rosenbaum Marc Wade
· Officer
Sell
−$79K
|
Rosenbaum Marc Wade | Officer | Sell | $108.19 | −729 | −$79K | 16K | – | Jun 2, 2026 | Jun 3, 2026 | |||||||||
|
Shrishrimal Sumi
· Officer
Grant (A)
$13K
|
Shrishrimal Sumi | Officer | Grant (A) | $96.81 | 133 | $13K | 42K | – | May 29, 2026 | Jun 3, 2026 | |||||||||
|
Rosenbaum Marc Wade
· Officer
Grant (A)
$17K
|
Rosenbaum Marc Wade | Officer | Grant (A) | $96.81 | 178 | $17K | 17K | – | May 29, 2026 | Jun 3, 2026 | |||||||||
|
Turakhia Minang
· Officer
Grant (A)
$13K
|
Turakhia Minang | Officer | Grant (A) | $96.81 | 137 | $13K | 55K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Patterson Chad
· Officer
Grant (A)
$17K
|
Patterson Chad | Officer | Grant (A) | $96.82 | 177 | $17K | 58K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Freeman Sean Clinton
· Officer
Grant (A)
$26K
|
Freeman Sean Clinton | Officer | Grant (A) | $96.81 | 273 | $26K | 15K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Blackford Quentin S.
· Director
Grant (A)
$17K
|
Blackford Quentin S. | Director | Grant (A) | $96.81 | 178 | $17K | 204K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Bairey Merz Cathleen Noel
· Director
Grant (A)
2K
|
Bairey Merz Cathleen Noel | Director | Grant (A) | – | 2K | – | 11K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Bodaken Bruce G.
· Director
Grant (A)
2K
|
Bodaken Bruce G. | Director | Grant (A) | – | 2K | – | 14K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Ling Karen
· Director
Grant (A)
2K
|
Ling Karen | Director | Grant (A) | – | 2K | – | 11K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
McGinnis Karen K.
· Director
Grant (A)
2K
|
McGinnis Karen K. | Director | Grant (A) | – | 2K | – | 4K | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Oboyle Kevin C.
· Director
Grant (A)
2K
|
Oboyle Kevin C. | Director | Grant (A) | – | 2K | – | 4K | – | May 27, 2026 | May 29, 2026 | |||||||||
318 reporting institutions disclosed IRTC 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.