| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Scge Management, L.P.
· New
Change
+11.0M
Date
Q1 2026
|
Scge Management, L.P. | New· Q1 2026 | – | +11.0M | – | Q1 2026 | |||||
|
Canada Pension Plan Investment Board
· Exited
Change
−9.0M
Δ Own
−100.0%
Date
Q1 2026
|
Canada Pension Plan Investment Board | Exited· Q1 2026 | – | −9.0M | −100.0% | Q1 2026 | |||||
|
Sapphire Ventures, L.L.C.
· New
Change
+5.7M
Date
Q1 2026
|
Sapphire Ventures, L.L.C. | New· Q1 2026 | – | +5.7M | – | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Exited
Change
−3.6M
Δ Own
−100.0%
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Exited· Q1 2026 | – | −3.6M | −100.0% | Q1 2026 | |||||
|
Massachusetts Financial Services Co
· Reduced
Change
−3.5M
Date
Q1 2026
|
Massachusetts Financial Services Co | Reduced· Q1 2026 | – | −3.5M | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
Change
+2.4M
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +2.4M | – | Q1 2026 | |||||
|
Capital International Investors
· Exited
Change
−2.1M
Δ Own
−100.0%
Date
Q1 2026
|
Capital International Investors | Exited· Q1 2026 | – | −2.1M | −100.0% | Q1 2026 | |||||
|
BNP Paribas Financial Markets
· New
Change
+2.0M
Date
Q1 2026
|
BNP Paribas Financial Markets | New· Q1 2026 | – | +2.0M | – | Q1 2026 | |||||
|
Morgan Stanley
· Added
Change
+1.6M
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +1.6M | – | Q1 2026 | |||||
|
Bit Capital GMBH
· Exited
Change
−1.6M
Δ Own
−100.0%
Date
Q1 2026
|
Bit Capital GMBH | Exited· Q1 2026 | – | −1.6M | −100.0% | Q1 2026 | |||||
|
BlackRock
· Added
Change
+1.6M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +1.6M | – | Q1 2026 | |||||
|
Clearbridge Investments, LLC
· Added
Change
+1.5M
Date
Q1 2026
|
Clearbridge Investments, LLC | Added· Q1 2026 | – | +1.5M | – | Q1 2026 | |||||
|
Jump Financial, LLC
· Added
Change
+1.5M
Date
Q1 2026
|
Jump Financial, LLC | Added· Q1 2026 | – | +1.5M | – | Q1 2026 | |||||
|
Federated Hermes, Inc.
· Reduced
Change
−1.2M
Date
Q1 2026
|
Federated Hermes, Inc. | Reduced· Q1 2026 | – | −1.2M | – | Q1 2026 | |||||
|
Weiss Asset Management LP
· New
Change
+1.1M
Date
Q1 2026
|
Weiss Asset Management LP | New· Q1 2026 | – | +1.1M | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Griffith William J.g.
· Director
Buy
+$805K
|
Griffith William J.g. | Director | Buy | $12.42 | +65K | +$805K | 917K | +7.6% | Jul 13, 2026 | Jul 14, 2026 | |||||||||
|
Iconiq Strategic Partners VIII Holdings, L.P.
· 10% Owner
Buy
+$805K
|
Iconiq Strategic Partners VIII Holdings, L.P. | 10% Owner | Buy | $12.42 | +65K | +$805K | 917K | +7.6% | Jul 13, 2026 | Jul 14, 2026 | |||||||||
|
Griffith William J.g.
· Director
Buy
+$3.0M
|
Griffith William J.g. | Director | Buy | $12.26 | +242K | +$3.0M | 852K | +39.6% | Jul 10, 2026 | Jul 14, 2026 | |||||||||
|
Iconiq Strategic Partners VIII Holdings, L.P.
· 10% Owner
Buy
+$3.0M
|
Iconiq Strategic Partners VIII Holdings, L.P. | 10% Owner | Buy | $12.26 | +242K | +$3.0M | 852K | +39.6% | Jul 10, 2026 | Jul 14, 2026 | |||||||||
|
Lightspeed Venture Partners Select, L.P.
· 10% Owner
Sell
−$2.7M
|
Lightspeed Venture Partners Select, L.P. | 10% Owner | Sell | $12.23 | −219K | −$2.7M | 0 | −100.0% | Jul 9, 2026 | Jul 9, 2026 | |||||||||
|
Lightspeed Venture Partners Select, L.P.
· 10% Owner
2 operations
0
|
Lightspeed Venture Partners Select, L.P. | 10% Owner | 2 operations | – | 0 | – | 0 | – | Jul 9, 2026 | Jul 9, 2026 | |||||||||
|
Lightspeed Venture Partners Ix, L.P.
· 10% Owner
Sell
−$2.7M
|
Lightspeed Venture Partners Ix, L.P. | 10% Owner | Sell | $12.23 | −219K | −$2.7M | 0 | −100.0% | Jul 9, 2026 | Jul 9, 2026 | |||||||||
|
Lightspeed Venture Partners Ix, L.P.
· 10% Owner
2 operations
0
|
Lightspeed Venture Partners Ix, L.P. | 10% Owner | 2 operations | – | 0 | – | 0 | – | Jul 9, 2026 | Jul 9, 2026 | |||||||||
|
5 Reporting Owners
· Co-Reported Event
Buy
+$7.2M
|
5 Reporting Owners | Co-Reported Event | Buy | $11.82 | +610K | +$7.2M | 610K | – | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Griffith William J.g.
· Director
Grant (A)
17K
|
Griffith William J.g. | Director | Grant (A) | – | 17K | – | 17K | – | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Janmohamed Arif
· Director
Grant (A)
17K
|
Janmohamed Arif | Director | Grant (A) | – | 17K | – | 17K | – | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Salem Enrique T.
· Director
Grant (A)
17K
|
Salem Enrique T. | Director | Grant (A) | – | 17K | – | 17K | – | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Wolford Eric
· Director
Grant (A)
17K
|
Wolford Eric | Director | Grant (A) | – | 17K | – | 17K | – | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Alexy Kimberly
· Director
Grant (A)
17K
|
Alexy Kimberly | Director | Grant (A) | – | 17K | – | 17K | – | Jul 8, 2026 | Jul 10, 2026 | |||||||||
|
Lightspeed Venture Partners Select, L.P.
· 10% Owner
Sell
−$124K
|
Lightspeed Venture Partners Select, L.P. | 10% Owner | Sell | $11.70 | −11K | −$124K | 0 | −100.0% | Jul 8, 2026 | Jul 9, 2026 | |||||||||
196 reporting institutions disclosed NTSK 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.