Norges
· Exited
−$91M
Change
−1.1M
Δ Own
−100.0%
Date
Q1 2026
LR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Norges
· Exited
−$91M
Change
−1.1M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$91M | −1.1M | −100.0% | Q1 2026 | |||||
|
Impactive Capital LP
· New
+$90M
Change
+1.1M
Date
Q1 2026
|
Impactive Capital LP | New· Q1 2026 | +$90M | +1.1M | – | Q1 2026 | |||||
|
Janus Henderson Group PLC
· Added
+$70M
Change
+863K
Date
Q1 2026
|
Janus Henderson Group PLC | Added· Q1 2026 | +$70M | +863K | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Reduced
−$61M
Change
−752K
Δ Own
−88.6%
Date
Q1 2026
|
Two Sigma Investments, LP | Reduced· Q1 2026 | −$61M | −752K | −88.6% | Q1 2026 | |||||
|
Fuller & Thaler Asset Management, Inc.
· New
+$58M
Change
+716K
Date
Q1 2026
|
Fuller & Thaler Asset Management, Inc. | New· Q1 2026 | +$58M | +716K | – | Q1 2026 | |||||
|
Voss Capital, LP
· Added
+$58M
Change
+712K
Date
Q1 2026
|
Voss Capital, LP | Added· Q1 2026 | +$58M | +712K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
−$52M
Change
−638K
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | −$52M | −638K | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
−$46M
Change
−568K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | −$46M | −568K | – | Q1 2026 | |||||
|
SG Americas Securities, LLC
· Reduced
−$44M
Change
−549K
Date
Q1 2026
|
SG Americas Securities, LLC | Reduced· Q1 2026 | −$44M | −549K | – | Q1 2026 | |||||
|
Ophir Asset Management Pty Ltd
· Exited
−$43M
Change
−538K
Δ Own
−100.0%
Date
Q1 2026
|
Ophir Asset Management Pty Ltd | Exited· Q1 2026 | −$43M | −538K | −100.0% | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$42M
Change
−518K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$42M | −518K | – | Q1 2026 | |||||
|
FMR LLC
· Added
+$40M
Change
+498K
Δ Own
+149.8%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$40M | +498K | +149.8% | Q1 2026 | |||||
|
Nearwater Capital Markets, Ltd
· Exited
−$39M
Change
−488K
Δ Own
−100.0%
Date
Q1 2026
|
Nearwater Capital Markets, Ltd | Exited· Q1 2026 | −$39M | −488K | −100.0% | Q1 2026 | |||||
|
American Century Companies Inc
· Reduced
−$35M
Change
−437K
Date
Q1 2026
|
American Century Companies Inc | Reduced· Q1 2026 | −$35M | −437K | – | Q1 2026 | |||||
|
Khrom Capital Management LLC
· Added
+$32M
Change
+392K
Date
Q1 2026
|
Khrom Capital Management LLC | Added· Q1 2026 | +$32M | +392K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
McMullen Greerson Greene
· Officer
Tax withholding or exercise payment (F)
-$31K
|
McMullen Greerson Greene | Officer | Tax withholding or exercise payment (F) | $84.36 | -363 | -$31K | 13K | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Rhyu James Jeaho
· Director, Officer
Gift (G)
-1K
|
Rhyu James Jeaho | Director, Officer | Gift (G) | – | -1K | – | 733K | – | Feb 19, 2026 | Feb 20, 2026 | |||||||||
|
Rhyu James Jeaho
· Director, Officer
Tax withholding or exercise payment (F)
-$782K
|
Rhyu James Jeaho | Director, Officer | Tax withholding or exercise payment (F) | $84.25 | -9K | -$782K | 735K | – | Feb 18, 2026 | Feb 20, 2026 | |||||||||
|
Goldthwaite Todd
· Officer
Tax withholding or exercise payment (F)
-$30K
|
Goldthwaite Todd | Officer | Tax withholding or exercise payment (F) | $84.25 | -354 | -$30K | 94K | – | Feb 18, 2026 | Feb 20, 2026 | |||||||||
|
Blackman Donna
· Officer
Tax withholding or exercise payment (F)
-$188K
|
Blackman Donna | Officer | Tax withholding or exercise payment (F) | $84.25 | -2K | -$188K | 128K | – | Feb 18, 2026 | Feb 20, 2026 | |||||||||
|
Rhyu James Jeaho
· Director, Officer
Tax withholding or exercise payment (F)
-$571K
|
Rhyu James Jeaho | Director, Officer | Tax withholding or exercise payment (F) | $87.51 | -7K | -$571K | 744K | – | Feb 9, 2026 | Feb 10, 2026 | |||||||||
|
Goldthwaite Todd
· Officer
Tax withholding or exercise payment (F)
-$8K
|
Goldthwaite Todd | Officer | Tax withholding or exercise payment (F) | $87.51 | -88 | -$8K | 94K | – | Feb 9, 2026 | Feb 10, 2026 | |||||||||
|
Blackman Donna
· Officer
Tax withholding or exercise payment (F)
-$97K
|
Blackman Donna | Officer | Tax withholding or exercise payment (F) | $87.51 | -1K | -$97K | 130K | – | Feb 9, 2026 | Feb 10, 2026 | |||||||||
|
Rhyu James Jeaho
· Director, Officer
Tax withholding or exercise payment (F)
-$143K
|
Rhyu James Jeaho | Director, Officer | Tax withholding or exercise payment (F) | $87.83 | -2K | -$143K | 750K | – | Feb 8, 2026 | Feb 10, 2026 | |||||||||
|
McMullen Greerson Greene
· Officer
Tax withholding or exercise payment (F)
-$8K
|
McMullen Greerson Greene | Officer | Tax withholding or exercise payment (F) | $87.83 | -95 | -$8K | 13K | – | Feb 8, 2026 | Feb 10, 2026 | |||||||||
|
Goldthwaite Todd
· Officer
Tax withholding or exercise payment (F)
-$9K
|
Goldthwaite Todd | Officer | Tax withholding or exercise payment (F) | $87.83 | -98 | -$9K | 94K | – | Feb 8, 2026 | Feb 10, 2026 | |||||||||
|
Blackman Donna
· Officer
Tax withholding or exercise payment (F)
-$35K
|
Blackman Donna | Officer | Tax withholding or exercise payment (F) | $87.83 | -394 | -$35K | 132K | – | Feb 8, 2026 | Feb 10, 2026 | |||||||||
|
Verbrugge Joseph A.
· Director
Grant (A)
4K
|
Verbrugge Joseph A. | Director | Grant (A) | – | 4K | – | 17K | – | Dec 4, 2025 | Dec 8, 2025 | |||||||||
|
Smith Ralph R.
· Director
Grant (A)
4K
|
Smith Ralph R. | Director | Grant (A) | – | 4K | – | 12K | – | Dec 4, 2025 | Dec 8, 2025 | |||||||||
|
McFadden Eliza
· Director
Grant (A)
4K
|
McFadden Eliza | Director | Grant (A) | – | 4K | – | 6K | – | Dec 4, 2025 | Dec 8, 2025 | |||||||||
M
G
A
A
N
A
447 reporting institutions disclosed LRN 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.