Starboard Value LP
· New
+$273M
Change
+6.1M
Date
Q1 2026
LW
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Starboard Value LP
· New
+$273M
Change
+6.1M
Date
Q1 2026
|
Starboard Value LP | New· Q1 2026 | +$273M | +6.1M | – | Q1 2026 | |||||
|
BlackRock
· Added
+$252M
Change
+5.6M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$252M | +5.6M | – | Q1 2026 | |||||
|
Norges
· Exited
−$134M
Change
−3.0M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$134M | −3.0M | −100.0% | Q1 2026 | |||||
|
Capital Research Global Investors
· Exited
−$126M
Change
−2.8M
Δ Own
−100.0%
Date
Q1 2026
|
Capital Research Global Investors | Exited· Q1 2026 | −$126M | −2.8M | −100.0% | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$122M
Change
−2.7M
Δ Own
−84.8%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$122M | −2.7M | −84.8% | Q1 2026 | |||||
|
Boston Partners
· Exited
−$91M
Change
−2.0M
Δ Own
−100.0%
Date
Q1 2026
|
Boston Partners | Exited· Q1 2026 | −$91M | −2.0M | −100.0% | Q1 2026 | |||||
|
AQR Capital Management LLC
· Added
+$73M
Change
+1.6M
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | +$73M | +1.6M | – | Q1 2026 | |||||
|
FMR LLC
· Added
+$72M
Change
+1.6M
Δ Own
+251.2%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$72M | +1.6M | +251.2% | Q1 2026 | |||||
|
Clarkston Capital Partners, LLC
· Reduced
−$63M
Change
−1.4M
Date
Q1 2026
|
Clarkston Capital Partners, LLC | Reduced· Q1 2026 | −$63M | −1.4M | – | Q1 2026 | |||||
|
Vanguard
· Reduced
−$53M
Change
−1.2M
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | −$53M | −1.2M | – | Q1 2026 | |||||
|
Geode
· Reduced
−$52M
Change
−1.2M
Date
Q1 2026
|
Geode | Reduced· Q1 2026 | −$52M | −1.2M | – | Q1 2026 | |||||
|
Arrowstreet Capital, Limited Partnership
· Added
+$50M
Change
+1.1M
Date
Q1 2026
|
Arrowstreet Capital, Limited Partnership | Added· Q1 2026 | +$50M | +1.1M | – | Q1 2026 | |||||
|
State Street
· Reduced
−$50M
Change
−1.1M
Date
Q1 2026
|
State Street | Reduced· Q1 2026 | −$50M | −1.1M | – | Q1 2026 | |||||
|
Jupiter Asset Management Ltd
· New
+$42M
Change
+943K
Date
Q1 2026
|
Jupiter Asset Management Ltd | New· Q1 2026 | +$42M | +943K | – | Q1 2026 | |||||
|
Brandes Investment Partners, LP
· New
+$42M
Change
+942K
Date
Q1 2026
|
Brandes Investment Partners, LP | New· Q1 2026 | +$42M | +942K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Younes Steven J.
· Officer
Tax withholding or exercise payment (F)
-$22K
|
Younes Steven J. | Officer | Tax withholding or exercise payment (F) | $46.50 | -468 | -$22K | 39K | −1.2% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Younes Steven J.
· Officer
Grant (A)
2K
|
Younes Steven J. | Officer | Grant (A) | – | 2K | – | 40K | +4.1% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Smith Michael Jared
· Director
Tax withholding or exercise payment (F)
-$104K
|
Smith Michael Jared | Director | Tax withholding or exercise payment (F) | $46.50 | -2K | -$104K | 142K | −1.6% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Smith Michael Jared
· Director
Grant (A)
4K
|
Smith Michael Jared | Director | Grant (A) | – | 4K | – | 144K | +2.8% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Schroeder Marc
· Officer
Tax withholding or exercise payment (F)
-$63K
|
Schroeder Marc | Officer | Tax withholding or exercise payment (F) | $46.50 | -1K | -$63K | 39K | −3.3% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Schroeder Marc
· Officer
Grant (A)
2K
|
Schroeder Marc | Officer | Grant (A) | – | 2K | – | 41K | +6.3% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Jones Gregory W.
· Officer
Tax withholding or exercise payment (F)
-$3K
|
Jones Gregory W. | Officer | Tax withholding or exercise payment (F) | $46.50 | -61 | -$3K | 10K | −0.6% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Jones Gregory W.
· Officer
Grant (A)
209
|
Jones Gregory W. | Officer | Grant (A) | – | 209 | – | 10K | +2.2% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Crowley Michael Christopher
· Officer
Tax withholding or exercise payment (F)
-$5K
|
Crowley Michael Christopher | Officer | Tax withholding or exercise payment (F) | $46.50 | -113 | -$5K | 26K | −0.4% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Crowley Michael Christopher
· Officer
Grant (A)
378
|
Crowley Michael Christopher | Officer | Grant (A) | – | 378 | – | 26K | +1.5% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Spytek Eryk J.
· Officer
Tax withholding or exercise payment (F)
-$107K
|
Spytek Eryk J. | Officer | Tax withholding or exercise payment (F) | $46.50 | -2K | -$107K | 27K | −7.8% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Spytek Eryk J.
· Officer
Grant (A)
2K
|
Spytek Eryk J. | Officer | Grant (A) | – | 2K | – | 30K | +8.7% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Gray James D.
· CFO
2 operations
+$409K
|
Gray James D. | CFO | 2 operations | $40.90–$40.95 | +10K | +$409K | 70K | – | May 11, 2026 | May 11, 2026 | |||||||||
|
Gray James D.
· CFO
Grant (A)
15K
|
Gray James D. | CFO | Grant (A) | – | 15K | – | 85K | – | May 11, 2026 | May 11, 2026 | |||||||||
|
Philip Amit
· Officer
4 operations
200K
|
Philip Amit | Officer | 4 operations | – | 200K | – | 51K | – | May 8, 2026 | May 12, 2026 | |||||||||
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610 reporting institutions disclosed LW 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.