T. Rowe Price Associates
· Reduced
−$171M
Change
−9.1M
Date
Q1 2026
VF
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
T. Rowe Price Associates
· Reduced
−$171M
Change
−9.1M
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | −$171M | −9.1M | – | Q1 2026 | |||||
|
AQR Capital Management LLC
· Added
+$156M
Change
+8.3M
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | +$156M | +8.3M | – | Q1 2026 | |||||
|
Dodge & Cox
· Reduced
−$144M
Change
−7.7M
Δ Own
−18.8%
Date
Q1 2026
|
Dodge & Cox | Reduced· Q1 2026 | −$144M | −7.7M | −18.8% | Q1 2026 | |||||
|
Norges
· Exited
−$79M
Change
−4.2M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$79M | −4.2M | −100.0% | Q1 2026 | |||||
|
FMR LLC
· Reduced
−$76M
Change
−4.0M
Δ Own
−31.4%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$76M | −4.0M | −31.4% | Q1 2026 | |||||
|
Segall Bryant & Hamill, LLC
· Reduced
−$46M
Change
−2.5M
Date
Q1 2026
|
Segall Bryant & Hamill, LLC | Reduced· Q1 2026 | −$46M | −2.5M | – | Q1 2026 | |||||
|
Dorsal Capital Management, LP
· New
+$45M
Change
+2.4M
Date
Q1 2026
|
Dorsal Capital Management, LP | New· Q1 2026 | +$45M | +2.4M | – | Q1 2026 | |||||
|
Fund 1 Investments, LLC
· Added
+$43M
Change
+2.3M
Date
Q1 2026
|
Fund 1 Investments, LLC | Added· Q1 2026 | +$43M | +2.3M | – | Q1 2026 | |||||
|
Broad Bay Capital Management, LP
· New
+$37M
Change
+1.9M
Date
Q1 2026
|
Broad Bay Capital Management, LP | New· Q1 2026 | +$37M | +1.9M | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$33M
Change
−1.7M
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$33M | −1.7M | – | Q1 2026 | |||||
|
Ceredex Value Advisors LLC
· Exited
−$29M
Change
−1.5M
Δ Own
−100.0%
Date
Q1 2026
|
Ceredex Value Advisors LLC | Exited· Q1 2026 | −$29M | −1.5M | −100.0% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
+$26M
Change
+1.4M
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | +$26M | +1.4M | – | Q1 2026 | |||||
|
Susquehanna International Group, LLP
· Added
+$24M
Change
+1.3M
Date
Q1 2026
|
Susquehanna International Group, LLP | Added· Q1 2026 | +$24M | +1.3M | – | Q1 2026 | |||||
|
Canada Pension Plan Investment Board
· Reduced
−$23M
Change
−1.2M
Date
Q1 2026
|
Canada Pension Plan Investment Board | Reduced· Q1 2026 | −$23M | −1.2M | – | Q1 2026 | |||||
|
BlackRock
· Added
+$21M
Change
+1.1M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$21M | +1.1M | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Shattock Matthew J.
· Director
Grant (A)
$31K
|
Shattock Matthew J. | Director | Grant (A) | $17.37 | 2K | $31K | 43K | – | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Hoplamazian Mark Samuel
· Director
Grant (A)
$25K
|
Hoplamazian Mark Samuel | Director | Grant (A) | $17.37 | 1K | $25K | 31K | – | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Carucci Richard
· Director
Grant (A)
$75K
|
Carucci Richard | Director | Grant (A) | $17.37 | 4K | $75K | 100K | – | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Carucci Richard
· Director
Buy
+$515K
|
Carucci Richard | Director | Buy | $17.17 | +30K | +$515K | 336K | – | Jun 9, 2026 | Jun 10, 2026 | |||||||||
|
Phillips Michael Edward
· Officer
Tax withholding or exercise payment (F)
-$26K
|
Phillips Michael Edward | Officer | Tax withholding or exercise payment (F) | $16.41 | -2K | -$26K | 56K | – | Jun 4, 2026 | Jun 8, 2026 | |||||||||
|
Sim Jennifer S.
· Officer
Tax withholding or exercise payment (F)
-$67K
|
Sim Jennifer S. | Officer | Tax withholding or exercise payment (F) | $16.41 | -4K | -$67K | 191K | – | Jun 4, 2026 | Jun 8, 2026 | |||||||||
|
Hyder Brent
· Officer
Tax withholding or exercise payment (F)
-$335K
|
Hyder Brent | Officer | Tax withholding or exercise payment (F) | $16.41 | -20K | -$335K | 973K | – | Jun 4, 2026 | Jun 8, 2026 | |||||||||
|
Darrell Bracken
· Director
Tax withholding or exercise payment (F)
-$598K
|
Darrell Bracken | Director | Tax withholding or exercise payment (F) | $16.41 | -36K | -$598K | 1.4M | – | Jun 4, 2026 | Jun 8, 2026 | |||||||||
|
Vogel Paul Aaron
· Officer
Tax withholding or exercise payment (F)
-$168K
|
Vogel Paul Aaron | Officer | Tax withholding or exercise payment (F) | $16.41 | -10K | -$168K | 385K | – | Jun 4, 2026 | Jun 8, 2026 | |||||||||
|
Dalmia Abhishek
· Officer
Tax withholding or exercise payment (F)
-$186K
|
Dalmia Abhishek | Officer | Tax withholding or exercise payment (F) | $16.41 | -11K | -$186K | 666K | – | Jun 4, 2026 | Jun 8, 2026 | |||||||||
|
Phillips Michael Edward
· Officer
Tax withholding or exercise payment (F)
-$16K
|
Phillips Michael Edward | Officer | Tax withholding or exercise payment (F) | $17.41 | -941 | -$16K | 57K | – | May 28, 2026 | Jun 1, 2026 | |||||||||
|
Dalmia Abhishek
· Officer
Tax withholding or exercise payment (F)
-$640K
|
Dalmia Abhishek | Officer | Tax withholding or exercise payment (F) | $17.41 | -37K | -$640K | 677K | – | May 28, 2026 | Jun 1, 2026 | |||||||||
|
Vogel Paul Aaron
· Officer
2 operations
257K
|
Vogel Paul Aaron | Officer | 2 operations | $16.70 | 257K | – | 149K | – | May 22, 2026 | May 27, 2026 | |||||||||
|
Grossman Mindy F.
· Director
Grant (A)
$200K
|
Grossman Mindy F. | Director | Grant (A) | $16.70 | 12K | $200K | 32K | – | May 22, 2026 | May 27, 2026 | |||||||||
|
Phillips Michael Edward
· Officer
Tax withholding or exercise payment (F)
-$5K
|
Phillips Michael Edward | Officer | Tax withholding or exercise payment (F) | $16.54 | -323 | -$5K | 37K | – | May 22, 2026 | May 27, 2026 | |||||||||
N
M
A
M
G
A
484 reporting institutions disclosed VFC 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.