Jericho Capital Asset Management L.P.
· New
+$172M
Change
+2.5M
Date
Q1 2026
WK
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Jericho Capital Asset Management L.P.
· New
+$172M
Change
+2.5M
Date
Q1 2026
|
Jericho Capital Asset Management L.P. | New· Q1 2026 | +$172M | +2.5M | – | Q1 2026 | |||||
|
Nordea Investment Management AB
· Exited
−$90M
Change
−1.3M
Δ Own
−100.0%
Date
Q1 2026
|
Nordea Investment Management AB | Exited· Q1 2026 | −$90M | −1.3M | −100.0% | Q1 2026 | |||||
|
Eminence Capital, LP
· Reduced
−$83M
Change
−1.2M
Date
Q1 2026
|
Eminence Capital, LP | Reduced· Q1 2026 | −$83M | −1.2M | – | Q1 2026 | |||||
|
Hawk Ridge Capital Management LP
· New
+$76M
Change
+1.1M
Date
Q1 2026
|
Hawk Ridge Capital Management LP | New· Q1 2026 | +$76M | +1.1M | – | Q1 2026 | |||||
|
UBS Group AG
· Reduced
−$75M
Change
−1.1M
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | −$75M | −1.1M | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$67M
Change
−963K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$67M | −963K | – | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Exited
−$59M
Change
−842K
Δ Own
−100.0%
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Exited· Q1 2026 | −$59M | −842K | −100.0% | Q1 2026 | |||||
|
Topline Capital Management, LLC
· Added
+$53M
Change
+762K
Date
Q1 2026
|
Topline Capital Management, LLC | Added· Q1 2026 | +$53M | +762K | – | Q1 2026 | |||||
|
Assenagon Asset Management S.A.
· Exited
−$52M
Change
−740K
Δ Own
−100.0%
Date
Q1 2026
|
Assenagon Asset Management S.A. | Exited· Q1 2026 | −$52M | −740K | −100.0% | Q1 2026 | |||||
|
Norges
· Exited
−$43M
Change
−619K
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$43M | −619K | −100.0% | Q1 2026 | |||||
|
Squarepoint Ops LLC
· Added
+$38M
Change
+540K
Date
Q1 2026
|
Squarepoint Ops LLC | Added· Q1 2026 | +$38M | +540K | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
−$37M
Change
−535K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | −$37M | −535K | – | Q1 2026 | |||||
|
Arrowstreet Capital, Limited Partnership
· Added
+$36M
Change
+521K
Date
Q1 2026
|
Arrowstreet Capital, Limited Partnership | Added· Q1 2026 | +$36M | +521K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
+$36M
Change
+512K
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | +$36M | +512K | – | Q1 2026 | |||||
|
Hotchkis & Wiley Capital Management LLC
· Added
+$36M
Change
+510K
Date
Q1 2026
|
Hotchkis & Wiley Capital Management LLC | Added· Q1 2026 | +$36M | +510K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Herz Robert H.
· Director
Sell
−$77K
|
Herz Robert H. | Director | Sell | $51.23 | −2K | −$77K | 37K | – | Jun 4, 2026 | Jun 8, 2026 | |||||||||
|
Peek Mark S.
· Director
Grant (A)
4K
|
Peek Mark S. | Director | Grant (A) | – | 4K | – | 6K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Vanderploeg Martin J.
· Director
Tax withholding or exercise payment (F)
-$1.5M
|
Vanderploeg Martin J. | Director | Tax withholding or exercise payment (F) | $52.83 | -29K | -$1.5M | 288K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Vanderploeg Martin J.
· Director
Grant (A)
4K
|
Vanderploeg Martin J. | Director | Grant (A) | – | 4K | – | 292K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Radia Suku V
· Director
Grant (A)
4K
|
Radia Suku V | Director | Grant (A) | – | 4K | – | 16K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Malik Astha
· Director
Grant (A)
4K
|
Malik Astha | Director | Grant (A) | – | 4K | – | 7K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Herren Richard Scott
· Director
Grant (A)
4K
|
Herren Richard Scott | Director | Grant (A) | – | 4K | – | 5K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Herz Robert H.
· Director
Grant (A)
4K
|
Herz Robert H. | Director | Grant (A) | – | 4K | – | 39K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Crow Michael M.
· Director
Grant (A)
4K
|
Crow Michael M. | Director | Grant (A) | – | 4K | – | 7K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Herz Robert H.
· Director
Sell
−$50K
|
Herz Robert H. | Director | Sell | $49.69 | −1K | −$50K | 35K | – | May 29, 2026 | Jun 2, 2026 | |||||||||
|
Iskow Julie
· Director
Tax withholding or exercise payment (F)
-$455K
|
Iskow Julie | Director | Tax withholding or exercise payment (F) | $60.00 | -8K | -$455K | 461K | – | Apr 3, 2026 | Apr 6, 2026 | |||||||||
|
Herren Richard Scott
· Director
Grant (A)
877
|
Herren Richard Scott | Director | Grant (A) | – | 877 | – | 877 | – | Mar 2, 2026 | Mar 3, 2026 | |||||||||
|
Iskow Julie
· Director, Officer
2 operations
-$295K
|
Iskow Julie | Director, Officer | 2 operations | $61.58 | -5K | -$295K | 468K | – | Mar 1, 2026 | Mar 3, 2026 | |||||||||
|
Iskow Julie
· Director, Officer
Grant (A)
4K
|
Iskow Julie | Director, Officer | Grant (A) | – | 4K | – | 473K | – | Mar 1, 2026 | Mar 3, 2026 | |||||||||
|
Swain Junko
· Officer
Tax withholding or exercise payment (F)
-$24K
|
Swain Junko | Officer | Tax withholding or exercise payment (F) | $64.95 | -374 | -$24K | 31K | – | Feb 11, 2026 | Feb 13, 2026 | |||||||||
N
A
M
M
G
A
339 reporting institutions disclosed WK 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.