BlackRock
· Added
+$25M
Change
+2.7M
Date
Q1 2026
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
BlackRock
· Added
+$25M
Change
+2.7M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$25M | +2.7M | – | Q1 2026 | |||||
|
Vanguard
· Added
+$17M
Change
+1.9M
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | +$17M | +1.9M | – | Q1 2026 | |||||
|
North Reef Capital Management LP
· Added
+$15M
Change
+1.7M
Date
Q1 2026
|
North Reef Capital Management LP | Added· Q1 2026 | +$15M | +1.7M | – | Q1 2026 | |||||
|
Whale Rock Capital Management LLC
· Exited
−$15M
Change
−1.6M
Δ Own
−100.0%
Date
Q1 2026
|
Whale Rock Capital Management LLC | Exited· Q1 2026 | −$15M | −1.6M | −100.0% | Q1 2026 | |||||
|
Southpoint Capital Advisors LP
· New
+$13M
Change
+1.4M
Date
Q1 2026
|
Southpoint Capital Advisors LP | New· Q1 2026 | +$13M | +1.4M | – | Q1 2026 | |||||
|
Granahan Investment Management, LLC
· Exited
−$13M
Change
−1.4M
Δ Own
−100.0%
Date
Q1 2026
|
Granahan Investment Management, LLC | Exited· Q1 2026 | −$13M | −1.4M | −100.0% | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
+$10M
Change
+1.1M
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | +$10M | +1.1M | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$9.6M
Change
+1.0M
Δ Own
+119.6%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$9.6M | +1.0M | +119.6% | Q1 2026 | |||||
|
Janus Henderson Group PLC
· Exited
−$9.3M
Change
−1.0M
Δ Own
−100.0%
Date
Q1 2026
|
Janus Henderson Group PLC | Exited· Q1 2026 | −$9.3M | −1.0M | −100.0% | Q1 2026 | |||||
|
UBS Group AG
· Added
+$9.1M
Change
+1.0M
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | +$9.1M | +1.0M | – | Q1 2026 | |||||
|
Norges
· Exited
−$9.1M
Change
−1.0M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$9.1M | −1.0M | −100.0% | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$8.9M
Change
−979K
Δ Own
−97.9%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$8.9M | −979K | −97.9% | Q1 2026 | |||||
|
FMR LLC
· Reduced
−$8.4M
Change
−920K
Δ Own
−22.8%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$8.4M | −920K | −22.8% | Q1 2026 | |||||
|
Alyeska Investment Group, L.P.
· Exited
−$8.2M
Change
−900K
Δ Own
−100.0%
Date
Q1 2026
|
Alyeska Investment Group, L.P. | Exited· Q1 2026 | −$8.2M | −900K | −100.0% | Q1 2026 | |||||
|
Adage Capital Partners Gp, L.L.C.
· Reduced
−$7.8M
Change
−858K
Date
Q1 2026
|
Adage Capital Partners Gp, L.L.C. | Reduced· Q1 2026 | −$7.8M | −858K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Wetterwald Julien
· Officer
Sell
−$143K
|
Wetterwald Julien | Officer | Sell | $9.36 | −15K | −$143K | 712K | −2.1% | Jul 15, 2026 | Jul 17, 2026 | |||||||||
|
Bisharat Jaleh
· Director
Sell
−$81K
|
Bisharat Jaleh | Director | Sell | $9.50 | −9K | −$81K | 0 | −100.0% | Jul 7, 2026 | Jul 8, 2026 | |||||||||
|
Bisharat Jaleh
· Director
Sell
−$80K
|
Bisharat Jaleh | Director | Sell | $9.39 | −9K | −$80K | 9K | −50.0% | Jul 6, 2026 | Jul 8, 2026 | |||||||||
|
Wilson L. Michelle
· Director
Grant (A)
19K
|
Wilson L. Michelle | Director | Grant (A) | – | 19K | – | 19K | – | Jun 23, 2026 | Jun 25, 2026 | |||||||||
|
Schmidt Michael Reed
· Director
Grant (A)
19K
|
Schmidt Michael Reed | Director | Grant (A) | – | 19K | – | 19K | – | Jun 23, 2026 | Jun 25, 2026 | |||||||||
|
Rachleff Andrew S.
· Director
Grant (A)
19K
|
Rachleff Andrew S. | Director | Grant (A) | – | 19K | – | 19K | – | Jun 23, 2026 | Jun 25, 2026 | |||||||||
|
Kilar Jason
· Director
Grant (A)
19K
|
Kilar Jason | Director | Grant (A) | – | 19K | – | 19K | – | Jun 23, 2026 | Jun 25, 2026 | |||||||||
|
Goldman Kenneth A.
· Director
Grant (A)
19K
|
Goldman Kenneth A. | Director | Grant (A) | – | 19K | – | 19K | – | Jun 23, 2026 | Jun 25, 2026 | |||||||||
|
Bisharat Jaleh
· Director
Grant (A)
19K
|
Bisharat Jaleh | Director | Grant (A) | – | 19K | – | 19K | – | Jun 23, 2026 | Jun 25, 2026 | |||||||||
|
Wetterwald Julien
· Officer
Sell
−$337K
|
Wetterwald Julien | Officer | Sell | $8.46 | −40K | −$337K | 727K | −5.2% | Jun 17, 2026 | Jun 22, 2026 | |||||||||
|
Lin Lauren
· Officer
Sell
−$41K
|
Lin Lauren | Officer | Sell | $8.45 | −5K | −$41K | 158K | −3.0% | Jun 17, 2026 | Jun 22, 2026 | |||||||||
|
Iyer Kal
· Officer
Sell
−$241K
|
Iyer Kal | Officer | Sell | $8.46 | −28K | −$241K | 226K | −11.2% | Jun 17, 2026 | Jun 22, 2026 | |||||||||
|
Wilson L. Michelle
· Director
Sell
−$6K
|
Wilson L. Michelle | Director | Sell | $9.12 | −638 | −$6K | 8K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Wilson L. Michelle
· Director
2 operations
0
|
Wilson L. Michelle | Director | 2 operations | – | 0 | – | 26K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Schmidt Michael Reed
· Director
2 operations
0
|
Schmidt Michael Reed | Director | 2 operations | – | 0 | – | 30K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
N
A
M
G
A
A
124 reporting institutions disclosed WLTH 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.