North Reef Capital Management LP
· Exited
Change
−2.9M
Δ Own
−100.0%
Date
Q1 2026
ST
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
North Reef Capital Management LP
· Exited
Change
−2.9M
Δ Own
−100.0%
Date
Q1 2026
|
North Reef Capital Management LP | Exited· Q1 2026 | – | −2.9M | −100.0% | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· Added
Change
+1.2M
Date
Q1 2026
|
Balyasny Asset Management L.P. | Added· Q1 2026 | – | +1.2M | – | Q1 2026 | |||||
|
Magnetar Financial LLC
· New
Change
+812K
Date
Q1 2026
|
Magnetar Financial LLC | New· Q1 2026 | – | +812K | – | Q1 2026 | |||||
|
AQR Arbitrage LLC
· New
Change
+686K
Date
Q1 2026
|
AQR Arbitrage LLC | New· Q1 2026 | – | +686K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
Change
+543K
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | – | +543K | – | Q1 2026 | |||||
|
Polar Asset Management Partners Inc.
· New
Change
+532K
Date
Q1 2026
|
Polar Asset Management Partners Inc. | New· Q1 2026 | – | +532K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
Change
−523K
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | – | −523K | – | Q1 2026 | |||||
|
William Blair Investment Management, LLC
· Reduced
Change
−480K
Date
Q1 2026
|
William Blair Investment Management, LLC | Reduced· Q1 2026 | – | −480K | – | Q1 2026 | |||||
|
Water Island Capital LLC
· New
Change
+431K
Date
Q1 2026
|
Water Island Capital LLC | New· Q1 2026 | – | +431K | – | Q1 2026 | |||||
|
Toronto Dominion Bank
· New
Change
+381K
Date
Q1 2026
|
Toronto Dominion Bank | New· Q1 2026 | – | +381K | – | Q1 2026 | |||||
|
Wellington Management Group LLP
· Exited
Change
−359K
Δ Own
−100.0%
Date
Q1 2026
|
Wellington Management Group LLP | Exited· Q1 2026 | – | −359K | −100.0% | Q1 2026 | |||||
|
Bridgeway Capital Management, LLC
· Reduced
Change
−327K
Date
Q1 2026
|
Bridgeway Capital Management, LLC | Reduced· Q1 2026 | – | −327K | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+239K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +239K | – | Q1 2026 | |||||
|
Bank of New York Mellon Corp
· Reduced
Change
−233K
Date
Q1 2026
|
Bank of New York Mellon Corp | Reduced· Q1 2026 | – | −233K | – | Q1 2026 | |||||
|
Empowered Funds, LLC
· Exited
Change
−216K
Δ Own
−100.0%
Date
Q1 2026
|
Empowered Funds, LLC | Exited· Q1 2026 | – | −216K | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Sirkel Jason D.
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-66K
Trade date
Jul 1, 2026
Filed date
Jul 1, 2026
|
Sirkel Jason D. | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -66K | – | – | – | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Robertson Fred S.
· Director
2 operations
-100K
|
Robertson Fred S. | Director | 2 operations | – | -100K | – | 0 | – | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Swinbank Joe B.
· Director
3 operations
-333K
|
Swinbank Joe B. | Director | 3 operations | – | -333K | – | 0 | – | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Retzloff Steven F.
· Director
4 operations
-553K
|
Retzloff Steven F. | Director | 4 operations | – | -553K | – | 0 | – | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
West Joe F.
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-102K
|
West Joe F. | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -102K | – | 0 | −100.0% | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Penland Joe Sr
· Director
4 operations
-1.5M
|
Penland Joe Sr | Director | 4 operations | – | -1.5M | – | 0 | – | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Reaud Reagan A.
· Director
2 operations
-13K
|
Reaud Reagan A. | Director | 2 operations | – | -13K | – | 0 | – | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Bellows Laura D.
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-2K
|
Bellows Laura D. | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -2K | – | 0 | −100.0% | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Egge Paul P.
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-69K
|
Egge Paul P. | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -69K | – | 0 | −100.0% | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Williams John E. Jr
· Director
2 operations
-1.3M
|
Williams John E. Jr | Director | 2 operations | – | -1.3M | – | 0 | – | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Franklin Robert R. Jr
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-419K
|
Franklin Robert R. Jr | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -419K | – | 0 | −100.0% | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Duplantier Jon-Al
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-11K
|
Duplantier Jon-Al | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -11K | – | 0 | −100.0% | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Beckworth John
· Director
2 operations
-201K
|
Beckworth John | Director | 2 operations | – | -201K | – | 0 | – | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Tombar Tymothi O.
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-5K
|
Tombar Tymothi O. | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -5K | – | 0 | −100.0% | Jul 1, 2026 | Jul 1, 2026 | |||||||||
|
Akin Okan I.
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-86K
|
Akin Okan I. | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -86K | – | 0 | −100.0% | Jul 1, 2026 | Jul 1, 2026 | |||||||||
N
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200 reporting institutions disclosed STEL 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.