Who holds it, who is betting against it, and where the big money is moving
Net of large-order buying minus selling, in USD. Over this window: −$105.1K (9 inflow days, 11 outflow days).
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 32.5% of shares outstanding.
Reported short interest has risen from 12.17% to 13.06% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Barrow, Hanley, Mewhinney & Strauss, LLC | Mutual Fund | 2026/Q3 | +1,039,897 | 1.5% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +119,929 | 0.2% |
| BlackRock | Mutual Fund | 2026/Q3 | +4,227,605 | 6.1% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +3,779,662 | 5.8% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +2,690,176 | 3.9% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +2,440,299 | 3.9% |
| Davidson Kempner Capital Management LP | Hedge Fund | 2026/Q3 | +1,437,211 | 2.5% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,239,812 | 1.9% |
| Ghisallo Capital Management LLC | Hedge Fund | 2026/Q3 | +701,754 | 1.0% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +447,147 | 0.6% |
| Northern Trust Global Investments | Mutual Fund | 2026/Q3 | +430,909 | 0.6% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +394,753 | 0.6% |
| Blackstone Inc. | VC/PE Fund | 2026/Q3 | +350,877 | 0.5% |
| ALPS Advisors, Inc. | Mutual Fund | 2026/Q3 | +169,882 | 0.2% |
| Charles Schwab Investment Management | Mutual Fund | 2026/Q3 | +165,348 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 3 Jun 2026 | Gust Kepler | Intent to Sell (Form 144) | -562,507 | $9.16 | – | |
| 13 Apr 2026 | Gust Kepler | Derivative Exercise and Retained | +550,000 | – | 964,218 | |
| 16 Mar 2026 | Gust Kepler | Open Market Disposition | -62,000 | $12.89 | 414,218 | |
| 15 Mar 2026 | Gust Kepler | Open Market Disposition | -120,000 | $12.31 | 476,218 | |
| 3 Mar 2026 | Charles Smith | Open Market Disposition | -6,000 | $26.00 | 25,513 | |
| 26 Feb 2026 | Gust Kepler | Intent to Sell (Form 144) | -571,111 | $14.93 | – | |
| 26 Feb 2026 | Charles Smith | Open Market Disposition | -8,500 | $19.00 | 31,513 | |
| 25 Feb 2026 | Robert Winspear | Director | Open Market Disposition | -17,000 | $15.09 | 14,250 |
| 23 Feb 2026 | Gust Kepler | Open Market Derivative Dispositi | -1,634,999 | – | 1,634,999 | |
| 23 Feb 2026 | Leonard Sternheim | Initial Statement of Beneficial | +0 | – | 5,006,413 | |
| 23 Feb 2026 | Joseph Sawyer | Director | Initial Statement of Beneficial | +0 | – | 144,515 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Sep 2026 | 9,064,512 | 13.1% | 4.9 |
| 31 Aug 2026 | 7,955,500 | 11.5% | 3.7 |
| 14 Aug 2026 | 8,820,229 | 12.8% | 2.5 |
| 31 Jul 2026 | 9,560,121 | 13.9% | 3.1 |
| 15 Jul 2026 | 5,998,374 | 8.7% | 3.0 |
| 30 Jun 2026 | 7,447,763 | 12.2% | 1.9 |
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