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: +$1.02M (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 48.2% of shares outstanding.
Reported short interest has risen from 15.40% to 16.91% 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 | +90,637 | 0.1% |
| BlackRock | Mutual Fund | 2026/Q3 | +1,004,383 | 5.8% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +828,979 | 1.5% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +629,532 | 3.1% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +539,405 | 3.8% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +352,463 | 0.7% |
| Franklin Resources | Mutual Fund | 2026/Q3 | +346,166 | 2.9% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +331,729 | 1.8% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +272,931 | 0.4% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +260,757 | 12.5% |
| Walleye Capital LLC | Hedge Fund | 2026/Q3 | +245,218 | 0.5% |
| SEB Funds AB | Mutual Fund | 2026/Q3 | +232,156 | 0.4% |
| D. E. Shaw & Co., L.P. | Hedge Fund | 2026/Q3 | +221,250 | 0.8% |
| Northern Trust Global Investments | Mutual Fund | 2026/Q3 | +140,772 | 0.6% |
| Candriam, Société En Commandite Par Actions | Mutual Fund | 2026/Q3 | +134,558 | 0.6% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 7 Sep 2026 | Ryan Cohlhepp | President | Derivative Exercise and Sale | -17,500 | $23.43 | 181,641 |
| 7 Sep 2026 | Ivan Hyep | Chief Financial Officer | Intent to Sell (Form 144) | -12,500 | $22.64 | – |
| 9 Aug 2026 | Ryan Cohlhepp | President | Derivative Exercise and Sale | -18,750 | $27.98 | 181,641 |
| 9 Aug 2026 | Claire Mazumdar Clemon | Chief Executive Officer | Derivative Exercise and Sale | -10,000 | $27.98 | 362,152 |
| 9 Aug 2026 | Ivan Hyep | Chief Financial Officer | Derivative Exercise and Sale | -12,500 | $27.97 | 129,855 |
| 27 Jul 2026 | Christy Oliger | Independent Director | Other Derivative Acquisition | +38,950 | $26.88 | 38,950 |
| 27 Jul 2026 | Jeremy Bender | Independent Director | Other Derivative Acquisition | +38,950 | $26.88 | 38,950 |
| 9 Jul 2026 | Claire Mazumdar Clemon | Chief Executive Officer | Derivative Exercise and Sale | -10,000 | $29.68 | 362,152 |
| 8 Jul 2026 | Ryan Cohlhepp | President | Automatic Disposition | -10,000 | $30.35 | 181,641 |
| 7 Jul 2026 | Ryan Cohlhepp | President | Derivative Exercise and Sale | -18,750 | $28.76 | 181,641 |
| 7 Jul 2026 | David Raben | Chief Medical Officer | Intent to Sell (Form 144) | -50,000 | $28.56 | – |
| 7 Jul 2026 | Ivan Hyep | Chief Financial Officer | Automatic Disposition | -15,500 | $30.31 | 129,855 |
| 7 Jul 2026 | Ivan Hyep | Chief Financial Officer | Derivative Exercise and Sale | -12,500 | $28.60 | 129,855 |
| 24 Jun 2026 | David Raben | Chief Medical Officer | Intent to Sell (Form 144) | -50,000 | $26.49 | – |
| 8 Jun 2026 | Michael Powell | Independent Chairperson | Other Derivative Acquisition | +19,475 | $20.56 | 19,475 |
| 8 Jun 2026 | Kiran Mazumdar-Shaw | Independent Director | Other Derivative Acquisition | +19,475 | $20.56 | 19,475 |
| 8 Jun 2026 | RA Capital Management, L.P. | Other Derivative Acquisition | +19,475 | $20.56 | 19,475 | |
| 8 Jun 2026 | Scott Robertson | Independent Director | Other Derivative Acquisition | +19,475 | $20.56 | 19,475 |
| 8 Jun 2026 | Christopher Bowden | Independent Director | Other Derivative Acquisition | +19,475 | $20.56 | 19,475 |
| 8 Jun 2026 | Kathryn Haviland | Independent Director | Other Derivative Acquisition | +19,475 | $20.56 | 19,475 |
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 | 11,191,724 | 16.9% | 22.6 |
| 31 Aug 2026 | 10,845,514 | 16.4% | 22.1 |
| 14 Aug 2026 | 10,463,188 | 15.8% | 13.3 |
| 31 Jul 2026 | 9,597,404 | 14.6% | 20.4 |
| 15 Jul 2026 | 9,315,906 | 14.2% | 12.7 |
| 30 Jun 2026 | 10,121,649 | 15.4% | 7.3 |
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