NF
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Rubric Capital Management LP
· Exited
Change
−23.7M
Δ Own
−100.0%
Date
Q1 2026
|
Rubric Capital Management LP | Exited· Q1 2026 | – | −23.7M | −100.0% | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−16.6M
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −16.6M | – | Q1 2026 | |||||
|
Shay Capital LLC
· Exited
Change
−5.0M
Δ Own
−100.0%
Date
Q1 2026
|
Shay Capital LLC | Exited· Q1 2026 | – | −5.0M | −100.0% | Q1 2026 | |||||
|
Long Focus Capital Management, LLC
· Reduced
Change
−4.1M
Date
Q1 2026
|
Long Focus Capital Management, LLC | Reduced· Q1 2026 | – | −4.1M | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+3.4M
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +3.4M | – | Q1 2026 | |||||
|
Barclays PLC
· Added
Change
+3.2M
Date
Q1 2026
|
Barclays PLC | Added· Q1 2026 | – | +3.2M | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Added
Change
+2.7M
Date
Q1 2026
|
Marshall Wace, LLP | Added· Q1 2026 | – | +2.7M | – | Q1 2026 | |||||
|
AQR Capital Management LLC
· Added
Change
+2.2M
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | – | +2.2M | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
Change
+2.2M
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +2.2M | – | Q1 2026 | |||||
|
Lazard Asset Management LLC
· Added
Change
+1.5M
Date
Q1 2026
|
Lazard Asset Management LLC | Added· Q1 2026 | – | +1.5M | – | Q1 2026 | |||||
|
Primecap Management Co
· Reduced
Change
−1.5M
Date
Q1 2026
|
Primecap Management Co | Reduced· Q1 2026 | – | −1.5M | – | Q1 2026 | |||||
|
Schwab
· Added
Change
+1.4M
Date
Q1 2026
|
Schwab | Added· Q1 2026 | – | +1.4M | – | Q1 2026 | |||||
|
King Luther Capital Management Corp
· Exited
Change
−1.0M
Δ Own
−100.0%
Date
Q1 2026
|
King Luther Capital Management Corp | Exited· Q1 2026 | – | −1.0M | −100.0% | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
Change
−873K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −873K | – | Q1 2026 | |||||
|
Centerbook Partners LP
· New
Change
+778K
Date
Q1 2026
|
Centerbook Partners LP | New· Q1 2026 | – | +778K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Guinta Christopher S.
· Officer
Exercise or conversion (M/X/C)
162K
|
Guinta Christopher S. | Officer | Exercise or conversion (M/X/C) | – | 162K | – | 369K | – | Feb 3, 2026 | Feb 5, 2026 | |||||||||
|
Guinta Christopher S.
· Officer
Tax withholding or exercise payment (F)
-$47K
|
Guinta Christopher S. | Officer | Tax withholding or exercise payment (F) | $1.31 | -36K | -$47K | 333K | – | Feb 3, 2026 | Feb 5, 2026 | |||||||||
|
Lowe Michael Thomas
· Officer
Exercise or conversion (M/X/C)
8K
|
Lowe Michael Thomas | Officer | Exercise or conversion (M/X/C) | – | 8K | – | 21K | – | Feb 3, 2026 | Feb 5, 2026 | |||||||||
|
Lowe Michael Thomas
· Officer
Tax withholding or exercise payment (F)
-$6K
|
Lowe Michael Thomas | Officer | Tax withholding or exercise payment (F) | $1.31 | -5K | -$6K | 16K | – | Feb 3, 2026 | Feb 5, 2026 | |||||||||
172 reporting institutions disclosed NFE 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.