BlackRock
· Added
Change
+2.5M
Date
Q1 2026
VS
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
BlackRock
· Added
Change
+2.5M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +2.5M | – | Q1 2026 | |||||
|
Vanguard
· Added
Change
+1.0M
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +1.0M | – | Q1 2026 | |||||
|
State Street
· Added
Change
+952K
Date
Q1 2026
|
State Street | Added· Q1 2026 | – | +952K | – | Q1 2026 | |||||
|
Durable Capital Partners LP
· Added
Change
+526K
Δ Own
+59.8%
Date
Q1 2026
|
Durable Capital Partners LP | Added· Q1 2026 | – | +526K | +59.8% | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+462K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +462K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
Change
+397K
Δ Own
+274.6%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | – | +397K | +274.6% | Q1 2026 | |||||
|
T. Rowe Price Associates
· Added
Change
+372K
Date
Q1 2026
|
T. Rowe Price Associates | Added· Q1 2026 | – | +372K | – | Q1 2026 | |||||
|
Capital Research Global Investors
· Reduced
Change
−363K
Δ Own
−28.0%
Date
Q1 2026
|
Capital Research Global Investors | Reduced· Q1 2026 | – | −363K | −28.0% | Q1 2026 | |||||
|
Allianz Asset Management GMBH
· New
Change
+360K
Date
Q1 2026
|
Allianz Asset Management GMBH | New· Q1 2026 | – | +360K | – | Q1 2026 | |||||
|
Samlyn Capital, LLC
· Added
Change
+323K
Date
Q1 2026
|
Samlyn Capital, LLC | Added· Q1 2026 | – | +323K | – | Q1 2026 | |||||
|
Ameriprise Financial Inc
· Reduced
Change
−312K
Date
Q1 2026
|
Ameriprise Financial Inc | Reduced· Q1 2026 | – | −312K | – | Q1 2026 | |||||
|
Jennison Associates LLC
· Reduced
Change
−239K
Date
Q1 2026
|
Jennison Associates LLC | Reduced· Q1 2026 | – | −239K | – | Q1 2026 | |||||
|
Hood River Capital Management LLC
· Added
Change
+230K
Date
Q1 2026
|
Hood River Capital Management LLC | Added· Q1 2026 | – | +230K | – | Q1 2026 | |||||
|
Dendur Capital LP
· Added
Change
+227K
Date
Q1 2026
|
Dendur Capital LP | Added· Q1 2026 | – | +227K | – | Q1 2026 | |||||
|
FMR LLC
· Reduced
Change
−197K
Δ Own
−30.0%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | – | −197K | −30.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Ferguson III Mark E.
· Director
2 operations
0
|
Ferguson III Mark E. | Director | 2 operations | – | 0 | – | 18K | – | Jul 20, 2026 | Jul 22, 2026 | |||||||||
|
Thomas Benjamin E.
· Officer
Grant (A)
$11K
|
Thomas Benjamin E. | Officer | Grant (A) | $159.56 | 69 | $11K | 43K | +0.2% | Jun 30, 2026 | Jul 1, 2026 | |||||||||
|
Eberhart Ralph E.
· Director
Grant (A)
$12K
|
Eberhart Ralph E. | Director | Grant (A) | $198.55 | 60 | $12K | 47K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Ferguson III Mark E.
· Director
Grant (A)
$26K
|
Ferguson III Mark E. | Director | Grant (A) | $198.55 | 133 | $26K | 133 | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Thomas Benjamin E.
· Officer
Sell
−$1.3M
|
Thomas Benjamin E. | Officer | Sell | $196.82 | −6K | −$1.3M | 43K | – | Jun 12, 2026 | Jun 12, 2026 | |||||||||
|
Ferguson III Mark E.
· Director
2 operations
0
|
Ferguson III Mark E. | Director | 2 operations | – | 0 | – | 17K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Eberhart Ralph E.
· Director
Grant (A)
$12K
|
Eberhart Ralph E. | Director | Grant (A) | $194.08 | 62 | $12K | 47K | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
|
Ferguson III Mark E.
· Director
Grant (A)
$26K
|
Ferguson III Mark E. | Director | Grant (A) | $194.08 | 136 | $26K | 136 | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
|
Thomas Benjamin E.
· Officer
2 operations
3K
|
Thomas Benjamin E. | Officer | 2 operations | – | 3K | – | 0 | – | Mar 10, 2026 | Mar 11, 2026 | |||||||||
|
Thomas Benjamin E.
· Officer
Tax withholding or exercise payment (F)
-$422K
|
Thomas Benjamin E. | Officer | Tax withholding or exercise payment (F) | $216.47 | -2K | -$422K | 49K | – | Mar 10, 2026 | Mar 11, 2026 | |||||||||
|
Thomas Benjamin E.
· Officer
Grant (A)
4K
|
Thomas Benjamin E. | Officer | Grant (A) | – | 4K | – | 51K | – | Mar 10, 2026 | Mar 11, 2026 | |||||||||
|
Cuomo John A.
· Director
2 operations
13K
|
Cuomo John A. | Director | 2 operations | – | 13K | – | 0 | – | Mar 10, 2026 | Mar 11, 2026 | |||||||||
|
Cuomo John A.
· Director
Tax withholding or exercise payment (F)
-$2.3M
|
Cuomo John A. | Director | Tax withholding or exercise payment (F) | $216.47 | -11K | -$2.3M | 187K | – | Mar 10, 2026 | Mar 11, 2026 | |||||||||
|
Cuomo John A.
· Director
Grant (A)
20K
|
Cuomo John A. | Director | Grant (A) | – | 20K | – | 198K | – | Mar 10, 2026 | Mar 11, 2026 | |||||||||
|
Cohn Adam Robert
· Officer
Tax withholding or exercise payment (F)
-$487K
|
Cohn Adam Robert | Officer | Tax withholding or exercise payment (F) | $217.74 | -2K | -$487K | 12K | – | Mar 9, 2026 | Mar 10, 2026 | |||||||||
N
A
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G
A
A
349 reporting institutions disclosed VSEC 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.