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: −$5.11M (4 inflow days, 16 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 56.9% of shares outstanding.
Reported short interest has risen from 7.88% to 10.22% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Gagnon Securities, LLC | Mutual Fund | 2026/Q3 | +173,232 | 1.9% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +79,575 | 0.2% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +328,887 | 3.4% |
| Mackenzie Financial Corporation | Mutual Fund | 2026/Q3 | +371,053 | 0.7% |
| JCP Investment Management, LLC | Hedge Fund | 2026/Q3 | +339,000 | 0.6% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +316,321 | 1.4% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +271,967 | 1.5% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +271,614 | 3.0% |
| Schroder Investment Management Limited | Mutual Fund | 2026/Q3 | +267,683 | 1.5% |
| Legal & General Investment Management | Mutual Fund | 2026/Q3 | +247,058 | 1.5% |
| BlackRock | Mutual Fund | 2026/Q3 | +194,783 | 5.0% |
| First Eagle Investment Management, LLC | Mutual Fund | 2026/Q3 | +193,747 | 1.4% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +161,669 | 3.0% |
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +158,614 | 0.4% |
| First Trust Advisors L.P. | Mutual Fund | 2026/Q3 | +126,090 | 0.6% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 24 Sep 2026 | Julie Bradshaw | Interim Principal Financial Officer | Initial Statement of Beneficial | +0 | – | 4,000 |
| 24 Sep 2026 | Debbie Angelico | Interim Principal Accounting Officer | Initial Statement of Beneficial | +0 | – | 21,000 |
| 14 Sep 2026 | Louis Maltezos | Executive Vice President of Central Region & Canada Operations | Open Market Disposition | -592 | $22.46 | 33,628 |
| 14 Sep 2026 | Mark Chiplock | Senior VP of Finance & Chief Accounting Officer | Open Market Disposition | -476 | $22.46 | 2,815 |
| 9 Sep 2026 | George Sakellaris | Chairperson & CEO | Derivative Exercise and Retained | +6,250 | – | 2,319,847 |
| 9 Sep 2026 | Louis Maltezos | Executive Vice President of Central Region & Canada Operations | Derivative Exercise and Retained | +2,125 | – | 34,220 |
| 9 Sep 2026 | Nicole Bulgarino | Executive VP & GM of Federal Solutions | Derivative Exercise and Retained | +1,875 | – | 61,171 |
| 9 Sep 2026 | Mark Chiplock | Senior VP of Finance & Chief Accounting Officer | Derivative Exercise and Retained | +1,625 | – | 3,291 |
| 9 Sep 2026 | Peter Christakis | Executive VP & GM of Northeast Region | Derivative Exercise and Retained | +1,750 | – | 15,106 |
| 27 Aug 2026 | George Sakellaris | Chairperson & CEO | Open Market Acquisition | +3,000 | $22.13 | 2,313,597 |
| 26 Aug 2026 | George Sakellaris | Chairperson & CEO | Open Market Acquisition | +5,000 | $22.84 | 2,310,597 |
| 24 Aug 2026 | George Sakellaris | Chairperson & CEO | Open Market Acquisition | +10,000 | $22.03 | 2,305,597 |
| 23 Aug 2026 | Joseph Sutton | Lead Independent Director | Open Market Acquisition | +9,700 | $20.87 | 80,246 |
| 23 Aug 2026 | Jennifer Miller | Independent Director | Open Market Acquisition | +2,000 | $20.96 | 34,546 |
| 20 Aug 2026 | Brian Cox | Director | Open Market Acquisition | +4,625 | $21.64 | 44,325 |
| 16 Aug 2026 | David Corrsin | Executive VP, General Counsel, Corporate Secretary & Director | Other Derivative Acquisition | +25,000 | $14.55 | 25,000 |
| 10 Aug 2026 | George Sakellaris | Chairperson & CEO | Open Market Acquisition | +7,000 | $25.95 | 2,295,597 |
| 9 Aug 2026 | Brian Cox | Director | Open Market Acquisition | +39,700 | $25.07 | 39,700 |
| 31 Jul 2026 | Brian Cox | Director | Other Derivative Acquisition | +5,132 | – | 5,132 |
| 3 Jun 2026 | Joseph Sutton | Lead Independent Director | Other Derivative Acquisition | +4,812 | – | 4,812 |
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 | 5,421,459 | 10.2% | 7.9 |
| 31 Aug 2026 | 4,986,733 | 9.4% | 5.9 |
| 14 Aug 2026 | 4,506,688 | 8.5% | 5.4 |
| 31 Jul 2026 | 4,479,520 | 8.5% | 8.2 |
| 15 Jul 2026 | 4,215,391 | 8.0% | 9.2 |
| 30 Jun 2026 | 4,170,272 | 7.9% | 6.7 |
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