Norges
· Exited
−$104M
Change
−13.7M
Δ Own
−100.0%
Date
Q1 2026
LU
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Norges
· Exited
−$104M
Change
−13.7M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$104M | −13.7M | −100.0% | Q1 2026 | |||||
|
Palestra Capital Management LLC
· Exited
−$85M
Change
−11.2M
Δ Own
−100.0%
Date
Q1 2026
|
Palestra Capital Management LLC | Exited· Q1 2026 | −$85M | −11.2M | −100.0% | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· Added
+$83M
Change
+11.0M
Δ Own
+271.8%
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | Added· Q1 2026 | +$83M | +11.0M | +271.8% | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
−$52M
Change
−6.9M
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | −$52M | −6.9M | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
+$44M
Change
+5.8M
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | +$44M | +5.8M | – | Q1 2026 | |||||
|
Trexquant Investment LP
· Reduced
−$39M
Change
−5.2M
Date
Q1 2026
|
Trexquant Investment LP | Reduced· Q1 2026 | −$39M | −5.2M | – | Q1 2026 | |||||
|
Invesco Ltd.
· Added
+$39M
Change
+5.2M
Δ Own
+131.6%
Date
Q1 2026
|
Invesco Ltd. | Added· Q1 2026 | +$39M | +5.2M | +131.6% | Q1 2026 | |||||
|
FMR LLC
· Added
+$38M
Change
+5.0M
Δ Own
+19.0%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$38M | +5.0M | +19.0% | Q1 2026 | |||||
|
BlackRock
· Reduced
−$38M
Change
−5.0M
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | −$38M | −5.0M | – | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
−$21M
Change
−2.7M
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | −$21M | −2.7M | – | Q1 2026 | |||||
|
Curi Capital, LLC
· Added
+$19M
Change
+2.5M
Date
Q1 2026
|
Curi Capital, LLC | Added· Q1 2026 | +$19M | +2.5M | – | Q1 2026 | |||||
|
Canada Pension Plan Investment Board
· Reduced
−$16M
Change
−2.1M
Date
Q1 2026
|
Canada Pension Plan Investment Board | Reduced· Q1 2026 | −$16M | −2.1M | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· Added
+$16M
Change
+2.1M
Date
Q1 2026
|
Jane Street Group, LLC | Added· Q1 2026 | +$16M | +2.1M | – | Q1 2026 | |||||
|
Barclays PLC
· Added
+$16M
Change
+2.1M
Date
Q1 2026
|
Barclays PLC | Added· Q1 2026 | +$16M | +2.1M | – | Q1 2026 | |||||
|
Tudor Investment Corp Et Al
· Added
+$16M
Change
+2.1M
Date
Q1 2026
|
Tudor Investment Corp Et Al | Added· Q1 2026 | +$16M | +2.1M | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Collins Michael
· Director
Grant (A)
$238K
|
Collins Michael | Director | Grant (A) | $9.44 | 25K | $238K | 25K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
McMillan Stephen
· Director
Grant (A)
$238K
|
McMillan Stephen | Director | Grant (A) | $9.44 | 25K | $238K | 77K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Allen Quincy L.
· Director
Grant (A)
$238K
|
Allen Quincy L. | Director | Grant (A) | $9.44 | 25K | $238K | 353K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Linear Diankha
· Director
Grant (A)
$238K
|
Linear Diankha | Director | Grant (A) | $9.44 | 25K | $238K | 223K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Goldberg Michelle J.
· Director
Grant (A)
$238K
|
Goldberg Michelle J. | Director | Grant (A) | $9.44 | 25K | $238K | 77K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Bejar Martha Helena
· Director
Grant (A)
$238K
|
Bejar Martha Helena | Director | Grant (A) | $9.44 | 25K | $238K | 421K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Capossela Christopher C.
· Director
Grant (A)
$238K
|
Capossela Christopher C. | Director | Grant (A) | $9.44 | 25K | $238K | 92K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Chilton Kevin P.
· Director
Grant (A)
$238K
|
Chilton Kevin P. | Director | Grant (A) | $9.44 | 25K | $238K | 437K | – | May 21, 2026 | May 26, 2026 | |||||||||
|
Fowler James
· Officer
Tax withholding or exercise payment (F)
-$237K
|
Fowler James | Officer | Tax withholding or exercise payment (F) | $10.34 | -23K | -$237K | 1.6M | – | May 14, 2026 | May 18, 2026 | |||||||||
|
Johnson Kathleen E.
· Director
2 operations
0
|
Johnson Kathleen E. | Director | 2 operations | – | 0 | – | 3.6M | – | May 7, 2026 | May 11, 2026 | |||||||||
|
Hodges Jennifer A.
· Officer
Grant (A)
$1.5M
|
Hodges Jennifer A. | Officer | Grant (A) | $7.47 | 201K | $1.5M | 390K | – | Apr 20, 2026 | Apr 22, 2026 | |||||||||
|
Sharritts Jeffery S.
· Officer
Grant (A)
635K
|
Sharritts Jeffery S. | Officer | Grant (A) | – | 635K | – | 1.2M | – | Mar 1, 2026 | Mar 3, 2026 | |||||||||
|
Johnson Kathleen E.
· Director, Officer
Tax withholding or exercise payment (F)
-$12M
|
Johnson Kathleen E. | Director, Officer | Tax withholding or exercise payment (F) | $7.11 | -1.7M | -$12M | 9.0M | – | Mar 1, 2026 | Mar 3, 2026 | |||||||||
|
Johnson Kathleen E.
· Director, Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-253K
|
Johnson Kathleen E. | Director, Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -253K | – | 8.8M | – | Mar 1, 2026 | Mar 3, 2026 | |||||||||
|
Johnson Kathleen E.
· Director, Officer
Grant (A)
2.2M
|
Johnson Kathleen E. | Director, Officer | Grant (A) | – | 2.2M | – | 10.7M | – | Mar 1, 2026 | Mar 3, 2026 | |||||||||
N
M
A
M
G
A
506 reporting institutions disclosed LUMN 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.