Jericho Capital Asset Management L.P.
· Added
+$122M
Change
+13.2M
Date
Q1 2026
LI
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Jericho Capital Asset Management L.P.
· Added
+$122M
Change
+13.2M
Date
Q1 2026
|
Jericho Capital Asset Management L.P. | Added· Q1 2026 | +$122M | +13.2M | – | Q1 2026 | |||||
|
Ameriprise Financial Inc
· New
+$67M
Change
+7.2M
Date
Q1 2026
|
Ameriprise Financial Inc | New· Q1 2026 | +$67M | +7.2M | – | Q1 2026 | |||||
|
Glenview Capital Management, LLC
· Reduced
−$44M
Change
−4.7M
Δ Own
−63.0%
Date
Q1 2026
|
Glenview Capital Management, LLC | Reduced· Q1 2026 | −$44M | −4.7M | −63.0% | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· Reduced
−$42M
Change
−4.6M
Δ Own
−46.1%
Date
Q1 2026
|
Point72 Asset Management, L.P. | Reduced· Q1 2026 | −$42M | −4.6M | −46.1% | Q1 2026 | |||||
|
Cooper Creek Partners Management LLC
· New
+$42M
Change
+4.6M
Date
Q1 2026
|
Cooper Creek Partners Management LLC | New· Q1 2026 | +$42M | +4.6M | – | Q1 2026 | |||||
|
Coastal Bridge Advisors, LLC
· Added
+$40M
Change
+4.3M
Date
Q1 2026
|
Coastal Bridge Advisors, LLC | Added· Q1 2026 | +$40M | +4.3M | – | Q1 2026 | |||||
|
Anson Funds Management LP
· Reduced
−$32M
Change
−3.5M
Date
Q1 2026
|
Anson Funds Management LP | Reduced· Q1 2026 | −$32M | −3.5M | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
−$21M
Change
−2.2M
Δ Own
−91.9%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | −$21M | −2.2M | −91.9% | Q1 2026 | |||||
|
Corvex Management LP
· New
+$15M
Change
+1.6M
Date
Q1 2026
|
Corvex Management LP | New· Q1 2026 | +$15M | +1.6M | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Reduced
−$15M
Change
−1.6M
Date
Q1 2026
|
Marshall Wace, LLP | Reduced· Q1 2026 | −$15M | −1.6M | – | Q1 2026 | |||||
|
FMR LLC
· Added
+$13M
Change
+1.4M
Δ Own
+45.4%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$13M | +1.4M | +45.4% | Q1 2026 | |||||
|
Neuberger Berman Group LLC
· Added
+$9.7M
Change
+1.0M
Date
Q1 2026
|
Neuberger Berman Group LLC | Added· Q1 2026 | +$9.7M | +1.0M | – | Q1 2026 | |||||
|
Shannon River Fund Management LLC
· New
+$9.6M
Change
+1.0M
Date
Q1 2026
|
Shannon River Fund Management LLC | New· Q1 2026 | +$9.6M | +1.0M | – | Q1 2026 | |||||
|
Bayberry Capital Partners LP
· Reduced
−$8.6M
Change
−937K
Date
Q1 2026
|
Bayberry Capital Partners LP | Reduced· Q1 2026 | −$8.6M | −937K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
−$7.5M
Change
−818K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | −$7.5M | −818K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Rachesky Mark H. Md
· Director
5 operations
−42.6M
|
Rachesky Mark H. Md | Director | 5 operations | – | −42.6M | – | 4.0M | – | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Rachesky Mark H. Md
· Director
7 operations
+42.6M
|
Rachesky Mark H. Md | Director | 7 operations | – | +42.6M | – | 11.8M | – | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Barge James W.
· Officer
2 operations
-$955K
|
Barge James W. | Officer | 2 operations | $14.66 | -65K | -$955K | 1.9M | – | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Barge James W.
· Officer
Grant (A)
64K
|
Barge James W. | Officer | Grant (A) | – | 64K | – | 2.0M | +3.4% | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Tobey Bruce
· Officer
2 operations
-$294K
|
Tobey Bruce | Officer | 2 operations | $14.66 | -20K | -$294K | 421K | – | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Tobey Bruce
· Officer
Grant (A)
20K
|
Tobey Bruce | Officer | Grant (A) | – | 20K | – | 432K | +4.8% | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Goldsmith Brian
· Officer
2 operations
-$1.0M
|
Goldsmith Brian | Officer | 2 operations | $14.66 | -70K | -$1.0M | 1.7M | – | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Goldsmith Brian
· Officer
Grant (A)
69K
|
Goldsmith Brian | Officer | Grant (A) | – | 69K | – | 1.8M | +4.1% | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Burns Michael Raymond
· Officer
2 operations
-$1.0M
|
Burns Michael Raymond | Officer | 2 operations | $14.66 | -70K | -$1.0M | 3.3M | – | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Burns Michael Raymond
· Officer
Grant (A)
69K
|
Burns Michael Raymond | Officer | Grant (A) | – | 69K | – | 3.3M | +2.1% | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Feltheimer Jon
· Director
2 operations
-$4.4M
|
Feltheimer Jon | Director | 2 operations | $14.66 | -301K | -$4.4M | 4.3M | – | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Feltheimer Jon
· Director
Grant (A)
197K
|
Feltheimer Jon | Director | Grant (A) | – | 197K | – | 4.4M | +4.7% | Jul 3, 2026 | Jul 6, 2026 | |||||||||
|
Barge James W.
· Officer
4 operations
-$2.4M
|
Barge James W. | Officer | 4 operations | $15.03–$15.31 | -160K | -$2.4M | 1.9M | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Barge James W.
· Officer
3 operations
394K
|
Barge James W. | Officer | 3 operations | – | 394K | – | 2.0M | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Tobey Bruce
· Officer
4 operations
-$804K
|
Tobey Bruce | Officer | 4 operations | $15.03–$15.31 | -53K | -$804K | 422K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
N
A
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251 reporting institutions disclosed LION 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.