Capital International Investors
· Reduced
−$441M
Change
−14.8M
Date
Q1 2026
TO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Capital International Investors
· Reduced
−$441M
Change
−14.8M
Date
Q1 2026
|
Capital International Investors | Reduced· Q1 2026 | −$441M | −14.8M | – | Q1 2026 | |||||
|
Jennison Associates LLC
· Reduced
−$356M
Change
−11.9M
Date
Q1 2026
|
Jennison Associates LLC | Reduced· Q1 2026 | −$356M | −11.9M | – | Q1 2026 | |||||
|
Alliancebernstein L.P.
· Added
+$264M
Change
+8.8M
Date
Q1 2026
|
Alliancebernstein L.P. | Added· Q1 2026 | +$264M | +8.8M | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
+$221M
Change
+7.4M
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | +$221M | +7.4M | – | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Exited
−$214M
Change
−7.2M
Δ Own
−100.0%
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Exited· Q1 2026 | −$214M | −7.2M | −100.0% | Q1 2026 | |||||
|
Norges
· Exited
−$170M
Change
−5.7M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$170M | −5.7M | −100.0% | Q1 2026 | |||||
|
Valueact Holdings, L.P.
· Added
+$146M
Change
+4.9M
Δ Own
+60.9%
Date
Q1 2026
|
Valueact Holdings, L.P. | Added· Q1 2026 | +$146M | +4.9M | +60.9% | Q1 2026 | |||||
|
Jane Street Group, LLC
· Added
+$118M
Change
+3.9M
Date
Q1 2026
|
Jane Street Group, LLC | Added· Q1 2026 | +$118M | +3.9M | – | Q1 2026 | |||||
|
Meritage Group LP
· New
+$102M
Change
+3.4M
Date
Q1 2026
|
Meritage Group LP | New· Q1 2026 | +$102M | +3.4M | – | Q1 2026 | |||||
|
Xn LP
· Reduced
−$74M
Change
−2.5M
Date
Q1 2026
|
Xn LP | Reduced· Q1 2026 | −$74M | −2.5M | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
+$74M
Change
+2.5M
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | +$74M | +2.5M | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Reduced
−$71M
Change
−2.4M
Date
Q1 2026
|
Marshall Wace, LLP | Reduced· Q1 2026 | −$71M | −2.4M | – | Q1 2026 | |||||
|
UBS Group AG
· Added
+$71M
Change
+2.4M
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | +$71M | +2.4M | – | Q1 2026 | |||||
|
1832 Asset Management L.P.
· Reduced
−$70M
Change
−2.3M
Date
Q1 2026
|
1832 Asset Management L.P. | Reduced· Q1 2026 | −$70M | −2.3M | – | Q1 2026 | |||||
|
Durable Capital Partners LP
· Exited
−$69M
Change
−2.3M
Δ Own
−100.0%
Date
Q1 2026
|
Durable Capital Partners LP | Exited· Q1 2026 | −$69M | −2.3M | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Vassil Jonathan
· Officer
Sell
−$60K
|
Vassil Jonathan | Officer | Sell | $30.02 | −2K | −$60K | 70K | −2.8% | Jul 14, 2026 | Jul 15, 2026 | |||||||||
|
Vassil Jonathan
· Officer
2 operations
0
|
Vassil Jonathan | Officer | 2 operations | $2.21 | 0 | – | 314K | – | Jul 14, 2026 | Jul 15, 2026 | |||||||||
|
Vassil Jonathan
· Officer
Sell
−$277K
|
Vassil Jonathan | Officer | Sell | $30.19 | −9K | −$277K | 70K | −11.6% | Jul 13, 2026 | Jul 15, 2026 | |||||||||
|
Vassil Jonathan
· Officer
2 operations
0
|
Vassil Jonathan | Officer | 2 operations | $2.21 | 0 | – | 316K | – | Jul 13, 2026 | Jul 15, 2026 | |||||||||
|
Vassil Jonathan
· Officer
Sell
−$95K
|
Vassil Jonathan | Officer | Sell | $30.03 | −3K | −$95K | 70K | −4.3% | Jul 7, 2026 | Jul 9, 2026 | |||||||||
|
Vassil Jonathan
· Officer
2 operations
0
|
Vassil Jonathan | Officer | 2 operations | $2.21 | 0 | – | 326K | – | Jul 7, 2026 | Jul 9, 2026 | |||||||||
|
Vassil Jonathan
· Officer
Sell
−$192K
|
Vassil Jonathan | Officer | Sell | $28.85 | −7K | −$192K | 70K | −8.7% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Narang Aman
· Director
Sell
−$414K
|
Narang Aman | Director | Sell | $28.85 | −14K | −$414K | 70K | −16.9% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Elworthy Brian R.
· Officer
Sell
−$183K
|
Elworthy Brian R. | Officer | Sell | $28.85 | −6K | −$183K | 197K | −3.1% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Fredette Stephen
· Director
Sell
−$264K
|
Fredette Stephen | Director | Sell | $28.85 | −9K | −$264K | 931K | −1.0% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Gomez Elena
· Officer
Sell
−$335K
|
Gomez Elena | Officer | Sell | $28.85 | −12K | −$335K | 185K | −5.9% | Jul 2, 2026 | Jul 6, 2026 | |||||||||
|
Vassil Jonathan
· Officer
8 operations
0
|
Vassil Jonathan | Officer | 8 operations | – | 0 | – | 17K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Narang Aman
· Director
8 operations
0
|
Narang Aman | Director | 8 operations | – | 0 | – | 50K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Elworthy Brian R.
· Officer
8 operations
0
|
Elworthy Brian R. | Officer | 8 operations | – | 0 | – | 54K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Fredette Stephen
· Director
8 operations
0
|
Fredette Stephen | Director | 8 operations | – | 0 | – | 66K | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
N
A
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A
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G
764 reporting institutions disclosed TOST 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.