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: −$1.08M (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 42.4% of shares outstanding.
Reported short interest has risen from 6.32% to 6.59% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +170,505 | 0.2% |
| BlackRock | Mutual Fund | 2026/Q3 | +882,705 | 6.0% |
| Assenagon Asset Management S.A. | Mutual Fund | 2026/Q3 | +644,668 | 0.7% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +581,223 | 0.6% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +486,091 | 1.8% |
| Renaissance Technologies Corp. | Hedge Fund | 2026/Q3 | +352,500 | 0.4% |
| Federated Hermes, Inc. | Mutual Fund | 2026/Q3 | +341,541 | 0.4% |
| Balyasny Asset Management L.P. | Hedge Fund | 2026/Q3 | +322,634 | 0.3% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +316,094 | 0.3% |
| Ensign Peak Advisors Inc. | Mutual Fund | 2026/Q3 | +303,089 | 2.5% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +261,073 | 2.2% |
| Causeway Capital Management LLC | Mutual Fund | 2026/Q3 | +253,500 | 0.3% |
| Holocene Advisors, LP | Hedge Fund | 2026/Q3 | +178,884 | 0.2% |
| PGIM, Inc. | Mutual Fund | 2026/Q3 | +175,530 | 0.2% |
| Invesco Capital Management LLC | Mutual Fund | 2026/Q3 | +166,959 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 30 Sep 2026 | L1 Capital Pty. Limited | Open Market Acquisition | +397,226 | $7.72 | 5,200,767 | |
| 10 Sep 2026 | Brent Moen | Chief Financial Officer | Other Derivative Acquisition | +90,274 | $8.35 | 90,274 |
| 27 Aug 2026 | L1 Capital Pty. Limited | Open Market Disposition | -7,800 | $8.83 | 4,803,541 | |
| 18 Aug 2026 | David Denis | Chief Operating Officer | Derivative Exercise and Sale | -45,072 | $9.58 | 116,010 |
| 18 Aug 2026 | David Denis | Chief Operating Officer | Derivative Exercise and Retained | +14,928 | $5.65 | 116,010 |
| 10 Aug 2026 | L1 Capital Pty. Limited | Open Market Disposition | -627,659 | $9.30 | 4,811,341 | |
| 5 Aug 2026 | L1 Capital Pty. Limited | Open Market Disposition | -174,721 | $8.10 | 5,439,000 | |
| 4 Aug 2026 | L1 Capital Pty. Limited | Open Market Disposition | -495,189 | $8.30 | 5,613,721 | |
| 2 Aug 2026 | L1 Capital Pty. Limited | Open Market Disposition | -524,404 | $8.15 | 6,108,910 | |
| 29 Jul 2026 | L1 Capital Pty. Limited | Open Market Disposition | -714,138 | $8.20 | 6,633,314 | |
| 27 Jul 2026 | L1 Capital Pty. Limited | Open Market Disposition | -441,548 | $8.19 | 7,347,452 | |
| 26 Jul 2026 | L1 Capital Pty. Limited | Open Market Derivative Dispositi | -48,344 | – | 5,359,470 | |
| 23 Jul 2026 | L1 Capital Pty. Limited | Open Market Disposition | -23,000 | $8.13 | – | |
| 6 Jun 2026 | David Roberts | Director | Derivative Exercise and Retained | +17,580 | – | 17,580 |
| 6 Jun 2026 | Gregory Moss | Director | Derivative Exercise and Retained | +17,580 | – | 17,580 |
| 4 Jun 2026 | Matthew McDonnell | Chief Financial Officer | Derivative Exercise and Sale | -39,595 | $9.83 | 50,183 |
| 4 Jun 2026 | Matthew McDonnell | Chief Financial Officer | Derivative Exercise and Retained | +22,406 | $6.32 | 50,183 |
| 1 Jun 2026 | Susan Knight | Director | Open Market Acquisition | +11,000 | $9.29 | 11,000 |
| 10 May 2026 | Stephen Denaro | Independent Non-Executive Director & Company Secretary | Initial Statement of Beneficial | +0 | – | 170,500 |
| 3 Mar 2026 | Matthew McDonnell | Chief Financial Officer | Other Derivative Acquisition | +78,740 | – | 78,740 |
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 | 6,419,184 | 6.6% | 11.3 |
| 31 Aug 2026 | 6,973,149 | 7.2% | 9.9 |
| 14 Aug 2026 | 6,931,282 | 7.1% | 7.9 |
| 31 Jul 2026 | 7,141,146 | 7.3% | 6.9 |
| 15 Jul 2026 | 8,071,451 | 8.3% | 6.4 |
| 30 Jun 2026 | 6,150,188 | 6.3% | 3.6 |
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