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: −$847.2K (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 28.0% of shares outstanding.
Reported short interest has risen from 2.56% to 3.33% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Rocco Arcuri | Individual/Insider | 2026/Q3 | +16,066 | 0.1% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +49,521 | 0.3% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +151,943 | 2.6% |
| BlackRock | Mutual Fund | 2026/Q3 | +148,528 | 7.6% |
| Acadian Asset Management LLC | Mutual Fund | 2026/Q3 | +92,609 | 1.9% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +89,734 | 2.3% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +58,344 | 0.8% |
| FMR | Mutual Fund | 2026/Q3 | +47,040 | 0.3% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +40,151 | 0.3% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +38,798 | 2.2% |
| Eaton Vance Management | Mutual Fund | 2026/Q3 | +37,176 | 0.7% |
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +34,790 | 0.8% |
| Forty Three Eighteen Advisors, LLC | Mutual Fund | 2026/Q3 | +26,826 | 0.1% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +19,850 | 0.6% |
| Connor, Clark & Lunn Investment Management Ltd. | Mutual Fund | 2026/Q3 | +18,610 | 0.7% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 22 Sep 2026 | David Kruczlnicki | Independent Director | Other Acquisition | +228 | $36.97 | 60,847 |
| 22 Sep 2026 | Mark Behan | Independent Director | Other Acquisition | +211 | $36.97 | 11,112 |
| 22 Sep 2026 | Gregory Champion | Independent Director | Other Acquisition | +423 | $36.97 | 12,505 |
| 22 Sep 2026 | Raymond O'Conor | Independent Director | Other Acquisition | +203 | $36.97 | 31,148 |
| 22 Sep 2026 | Philip Morris | Director | Other Acquisition | +203 | $36.97 | 9,006 |
| 22 Sep 2026 | James Dawsey | Director | Other Acquisition | +389 | $36.97 | 21,137 |
| 22 Sep 2026 | Rocco Arcuri | Senior VP, Regional President of Mohawk Valley & Director | Other Acquisition | +186 | $36.97 | 16,066 |
| 22 Sep 2026 | Colin Read | Independent Director | Other Acquisition | +194 | $36.97 | 33,777 |
| 22 Sep 2026 | Tenee Casaccio | Independent Director | Other Acquisition | +304 | $36.97 | 29,169 |
| 22 Sep 2026 | Darrin Jahnel | Director | Other Acquisition | +298 | $36.97 | 1,124 |
| 22 Sep 2026 | Kristine Duffy | Director | Other Acquisition | +203 | $36.97 | 7,670 |
| 22 Sep 2026 | Daniel White | Director | Other Acquisition | +228 | $36.97 | 8,478 |
| 3 Sep 2026 | David DeMarco | Chief Executive Officer | Derivative Exercise and Sale | -1,504 | $39.57 | 98,861 |
| 3 Sep 2026 | David DeMarco | Chief Executive Officer | Derivative Exercise and Retained | +267 | $30.26 | 98,861 |
| 2 Sep 2026 | Raymond O'Conor | Independent Director | Other Disposition | -140 | – | 31,148 |
| 27 Aug 2026 | David DeMarco | Chief Executive Officer | Derivative Exercise and Sale | -3,752 | $38.16 | 98,565 |
| 27 Aug 2026 | David DeMarco | Chief Executive Officer | Derivative Exercise and Retained | +627 | $30.26 | 98,565 |
| 16 Aug 2026 | Mark Behan | Independent Director | Derivative Exercise and Sale | -760 | $38.86 | 10,851 |
| 16 Aug 2026 | Mark Behan | Independent Director | Derivative Exercise and Retained | +333 | $27.04 | 10,851 |
| 16 Aug 2026 | David DeMarco | Chief Executive Officer | Derivative Exercise and Sale | -2,596 | $39.25 | 97,894 |
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 | 616,293 | 3.3% | 8.0 |
| 31 Aug 2026 | 544,771 | 2.9% | 5.8 |
| 14 Aug 2026 | 432,914 | 2.3% | 4.9 |
| 31 Jul 2026 | 434,674 | 2.6% | 4.7 |
| 15 Jul 2026 | 425,212 | 2.6% | 5.5 |
| 30 Jun 2026 | 423,362 | 2.6% | 2.7 |
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