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: −$1.29M (13 inflow days, 7 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 26.0% of shares outstanding.
Reported short interest has risen from 9.93% to 10.70% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Nomura Holdings, Inc. | Public Company | 2026/Q3 | +2,929,829 | 3.4% |
| Royal Bank of Canada | Public Company | 2026/Q3 | +1,658,243 | 2.0% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +1,289,057 | 4.1% |
| Renaissance Technologies Corp. | Hedge Fund | 2026/Q3 | +1,219,504 | 1.9% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +855,503 | 2.1% |
| Franklin Resources | Mutual Fund | 2026/Q3 | +701,966 | 0.9% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +692,219 | 2.3% |
| Prosperitas Financial, LLC | Mutual Fund | 2026/Q3 | +688,054 | 0.8% |
| Mackenzie Financial Corporation | Mutual Fund | 2026/Q3 | +619,224 | 0.7% |
| Janus Henderson Group plc | Mutual Fund | 2026/Q3 | +589,707 | 0.7% |
| Miller Value Partners, LLC | Mutual Fund | 2026/Q3 | +549,175 | 3.0% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +545,585 | 2.1% |
| Teachers Insurance and Annuity Association-College Retirement Equities Fund | Mutual Fund | 2026/Q3 | +484,726 | 0.8% |
| BlackRock | Mutual Fund | 2026/Q3 | +414,238 | 8.0% |
| Northern Trust Global Investments | Mutual Fund | 2026/Q3 | +361,180 | 1.3% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 30 Sep 2026 | Michael Spanos | Chief Executive Officer | Derivative Exercise and Sale | -23,643 | $8.38 | 243,061 |
| 30 Sep 2026 | Michael Spanos | Chief Executive Officer | Derivative Exercise and Retained | +36,439 | – | 243,061 |
| 2 Sep 2026 | Kelly Lefferts | Executive Vice President | Sale to Issuer | -2,551 | $9.73 | 130,865 |
| 2 Sep 2026 | Kelly Lefferts | Executive Vice President | Derivative Exercise and Retained | +6,481 | – | 130,865 |
| 2 Sep 2026 | Philip Pace | Chief Accounting Officer | Sale to Issuer | -1,276 | $9.73 | 56,704 |
| 2 Sep 2026 | Philip Pace | Chief Accounting Officer | Derivative Exercise and Retained | +3,241 | – | 56,704 |
| 2 Sep 2026 | Patrick Hafner | President of Carrabba’s Italian Grill & Aussie Grill | Derivative Exercise and Sale | -1,973 | $9.73 | 37,301 |
| 2 Sep 2026 | Patrick Hafner | President of Carrabba’s Italian Grill & Aussie Grill | Derivative Exercise and Retained | +6,129 | – | 37,301 |
| 1 Sep 2026 | Kelly Lefferts | Executive Vice President | Sale to Issuer | -6,054 | $9.93 | 126,935 |
| 1 Sep 2026 | Kelly Lefferts | Executive Vice President | Derivative Exercise and Retained | +15,385 | – | 126,935 |
| 1 Sep 2026 | Philip Pace | Chief Accounting Officer | Sale to Issuer | -6,054 | $9.93 | 54,739 |
| 1 Sep 2026 | Philip Pace | Chief Accounting Officer | Derivative Exercise and Retained | +15,385 | – | 54,739 |
| 1 Sep 2026 | Eric Christel | Chief Financial Officer | Derivative Exercise and Sale | -6,125 | $9.93 | 169,026 |
| 1 Sep 2026 | Eric Christel | Chief Financial Officer | Derivative Exercise and Retained | +19,026 | – | 169,026 |
| 7 May 2026 | Starboard Value LP | Intent to Sell (Form 144) | -3,800,000 | $8.12 | – | |
| 21 Apr 2026 | John Mahoney | Independent Director | Other Derivative Acquisition | +23,485 | – | 23,485 |
| 21 Apr 2026 | John Mahoney | Independent Director | Derivative Exercise and Retained | +19,746 | – | 97,580 |
| 21 Apr 2026 | James Dinkins | Director | Other Derivative Acquisition | +23,485 | – | 23,485 |
| 21 Apr 2026 | James Dinkins | Director | Derivative Exercise and Retained | +19,746 | – | 23,156 |
| 21 Apr 2026 | R. Mohan | Independent Chairperson | Other Derivative Acquisition | +38,637 | – | 38,637 |
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 | 9,160,702 | 10.7% | 4.7 |
| 31 Aug 2026 | 8,540,905 | 10.0% | 4.9 |
| 14 Aug 2026 | 7,778,181 | 9.1% | 2.7 |
| 31 Jul 2026 | 9,135,418 | 10.7% | 6.0 |
| 15 Jul 2026 | 8,093,997 | 9.5% | 4.3 |
| 30 Jun 2026 | 8,504,844 | 9.9% | 3.3 |
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