Millennium Management LLC
· Added
Change
+2.6M
Date
Q1 2026
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Millennium Management LLC
· Added
Change
+2.6M
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +2.6M | – | Q1 2026 | |||||
|
Lord, Abbett & Co. LLC
· New
Change
+2.6M
Date
Q1 2026
|
Lord, Abbett & Co. LLC | New· Q1 2026 | – | +2.6M | – | Q1 2026 | |||||
|
Fuller & Thaler Asset Management, Inc.
· New
Change
+2.4M
Date
Q1 2026
|
Fuller & Thaler Asset Management, Inc. | New· Q1 2026 | – | +2.4M | – | Q1 2026 | |||||
|
Dragoneer Investment Group, LLC
· Exited
Change
−2.1M
Δ Own
−100.0%
Date
Q1 2026
|
Dragoneer Investment Group, LLC | Exited· Q1 2026 | – | −2.1M | −100.0% | Q1 2026 | |||||
|
Norges
· Exited
Change
−2.0M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | – | −2.0M | −100.0% | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−2.0M
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −2.0M | – | Q1 2026 | |||||
|
Jennison Associates LLC
· Exited
Change
−1.8M
Δ Own
−100.0%
Date
Q1 2026
|
Jennison Associates LLC | Exited· Q1 2026 | – | −1.8M | −100.0% | Q1 2026 | |||||
|
Greenoaks Capital Partners LLC
· Reduced
Change
−1.7M
Date
Q1 2026
|
Greenoaks Capital Partners LLC | Reduced· Q1 2026 | – | −1.7M | – | Q1 2026 | |||||
|
Capital International Investors
· Added
Change
+1.4M
Date
Q1 2026
|
Capital International Investors | Added· Q1 2026 | – | +1.4M | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
Change
−1.1M
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | – | −1.1M | – | Q1 2026 | |||||
|
Schonfeld Strategic Advisors LLC
· Reduced
Change
−1.1M
Date
Q1 2026
|
Schonfeld Strategic Advisors LLC | Reduced· Q1 2026 | – | −1.1M | – | Q1 2026 | |||||
|
A16z Capital Management, L.L.C.
· Added
Change
+1.0M
Date
Q1 2026
|
A16z Capital Management, L.L.C. | Added· Q1 2026 | – | +1.0M | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+954K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +954K | – | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· Reduced
Change
−855K
Date
Q1 2026
|
Balyasny Asset Management L.P. | Reduced· Q1 2026 | – | −855K | – | Q1 2026 | |||||
|
Freestone Grove Partners LP
· Exited
Change
−753K
Δ Own
−100.0%
Date
Q1 2026
|
Freestone Grove Partners LP | Exited· Q1 2026 | – | −753K | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Lightspeed Venture Partners Select Ii, L.P.
· 10% Owner
Sell
−$228K
|
Lightspeed Venture Partners Select Ii, L.P. | 10% Owner | Sell | $25.36 | −9K | −$228K | 0 | −100.0% | Jul 8, 2026 | Jul 9, 2026 | |||||||||
|
Lightspeed Venture Partners X, L.P.
· 10% Owner
Sell
−$228K
|
Lightspeed Venture Partners X, L.P. | 10% Owner | Sell | $25.36 | −9K | −$228K | 0 | −100.0% | Jul 8, 2026 | Jul 9, 2026 | |||||||||
|
Zeev Oren
· Director
4 operations
-2.5M
|
Zeev Oren | Director | 4 operations | – | -2.5M | – | 1.1M | – | Jul 7, 2026 | Jul 10, 2026 | |||||||||
|
Lightspeed Venture Partners Select Ii, L.P.
· 10% Owner
8 operations
-5.1M
|
Lightspeed Venture Partners Select Ii, L.P. | 10% Owner | 8 operations | – | -5.1M | – | 9K | – | Jul 7, 2026 | Jul 9, 2026 | |||||||||
|
Lightspeed Venture Partners X, L.P.
· 10% Owner
8 operations
-5.1M
|
Lightspeed Venture Partners X, L.P. | 10% Owner | 8 operations | – | -5.1M | – | 9K | – | Jul 7, 2026 | Jul 9, 2026 | |||||||||
|
Lightspeed Venture Partners Select Ii, L.P.
· 10% Owner
Sell
−$261K
|
Lightspeed Venture Partners Select Ii, L.P. | 10% Owner | Sell | $24.65 | −11K | −$261K | 0 | −100.0% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Lightspeed Venture Partners X, L.P.
· 10% Owner
Sell
−$261K
|
Lightspeed Venture Partners X, L.P. | 10% Owner | Sell | $24.65 | −11K | −$261K | 0 | −100.0% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Zeev Oren
· Director
3 operations
-1.5M
|
Zeev Oren | Director | 3 operations | – | -1.5M | – | 568K | – | Jun 26, 2026 | Jul 10, 2026 | |||||||||
|
Zeev Oren
· Director
Grant (A)
10K
|
Zeev Oren | Director | Grant (A) | – | 10K | – | 67K | +17.4% | Jun 25, 2026 | Jun 29, 2026 | |||||||||
|
Horowitz Benjamin A.
· Director
Grant (A)
10K
|
Horowitz Benjamin A. | Director | Grant (A) | – | 10K | – | 11K | +984.1% | Jun 25, 2026 | Jun 29, 2026 | |||||||||
|
Janmohamed Arif
· Director
Grant (A)
-10K
|
Janmohamed Arif | Director | Grant (A) | – | -10K | – | 10K | −50.0% | Jun 25, 2026 | Jun 29, 2026 | |||||||||
|
Kaveripatnam Sandesh
· Director
Grant (A)
10K
|
Kaveripatnam Sandesh | Director | Grant (A) | – | 10K | – | 46K | +27.8% | Jun 25, 2026 | Jun 29, 2026 | |||||||||
|
Liang Clara
· Director
Grant (A)
10K
|
Liang Clara | Director | Grant (A) | – | 10K | – | 10K | – | Jun 25, 2026 | Jun 29, 2026 | |||||||||
|
Weiss Shai
· Director
Grant (A)
4K
|
Weiss Shai | Director | Grant (A) | – | 4K | – | 37K | +12.5% | Jun 25, 2026 | Jun 29, 2026 | |||||||||
|
Williams Anre D.
· Director
Grant (A)
10K
|
Williams Anre D. | Director | Grant (A) | – | 10K | – | 226K | +4.6% | Jun 25, 2026 | Jun 29, 2026 | |||||||||
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151 reporting institutions disclosed NAVN 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.