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: −$7.23M (5 inflow days, 15 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 44.9% of shares outstanding.
Reported short interest has risen from 9.19% to 16.17% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| BlackRock | Mutual Fund | 2026/Q3 | +9,732,099 | 7.6% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +4,055,825 | 5.1% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +2,547,578 | 2.0% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +2,258,458 | 2.2% |
| Value Aligned Research Advisors, LLC | Mutual Fund | 2026/Q3 | +2,238,024 | 1.5% |
| Hood River Capital Management LLC | Mutual Fund | 2026/Q3 | +2,085,991 | 9.2% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,794,617 | 4.6% |
| Voya Investment Management LLC | Mutual Fund | 2026/Q3 | +1,318,145 | 0.9% |
| Wellington Management Group | Mutual Fund | 2026/Q3 | +1,295,031 | 0.9% |
| Allspring Global Investments, LLC | Mutual Fund | 2026/Q3 | +1,244,215 | 0.8% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +1,183,890 | 2.0% |
| Cooper Creek Partners Management LLC | Hedge Fund | 2026/Q3 | +1,159,715 | 1.5% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +1,035,029 | 0.7% |
| Northern Trust Global Investments | Mutual Fund | 2026/Q3 | +913,821 | 0.7% |
| Equitec Group, LLC | Private Company | 2026/Q3 | +697,221 | 0.5% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 17 Aug 2026 | Alan Howe | Lead Independent Director | Other Acquisition | +165,994 | – | 251,600 |
| 17 Aug 2026 | Alan Howe | Lead Independent Director | Other Disposition | -165,994 | – | 251,600 |
| 12 Aug 2026 | Philip Moeller | Independent Director | Open Market Acquisition | +5,000 | $9.50 | 240,809 |
| 11 Aug 2026 | Kenneth Young | Chairperson & CEO | Open Market Acquisition | +7,000 | $9.65 | 1,982,021 |
| 11 Aug 2026 | John Dziewisz | Executive VP, General Counsel, Corporate Secretary | Intent to Sell (Form 144) | -410,862 | $9.71 | – |
| 9 Aug 2026 | John Dziewisz | Executive VP, General Counsel, Corporate Secretary | Intent to Sell (Form 144) | -5,963 | $9.47 | – |
| 6 Aug 2026 | Cameron Frymyer | Chief Financial Officer | Derivative Exercise and Sale | -17,096 | $9.38 | 373,081 |
| 6 Aug 2026 | Cameron Frymyer | Chief Financial Officer | Derivative Exercise and Retained | +21,237 | $9.38 | 373,081 |
| 6 Aug 2026 | Kenneth Young | Chairperson & CEO | Derivative Exercise and Sale | -45,925 | $10.14 | 1,975,021 |
| 6 Aug 2026 | Kenneth Young | Chairperson & CEO | Derivative Exercise and Retained | +45,742 | $10.14 | 1,975,021 |
| 5 Aug 2026 | Kenneth Young | Chairperson & CEO | Other Derivative Acquisition | +125,000 | – | 125,000 |
| 5 Aug 2026 | Cameron Frymyer | Chief Financial Officer | Other Derivative Acquisition | +100,000 | – | 100,000 |
| 4 Aug 2026 | Cameron Frymyer | Chief Financial Officer | Derivative Exercise and Sale | -22,299 | $10.14 | 351,844 |
| 4 Aug 2026 | Cameron Frymyer | Chief Financial Officer | Derivative Exercise and Retained | +27,701 | $10.14 | 351,844 |
| 28 May 2026 | John Dziewisz | Executive VP, General Counsel, Corporate Secretary | Derivative Exercise and Sale | -96,285 | $19.18 | 416,769 |
| 28 May 2026 | John Dziewisz | Executive VP, General Counsel, Corporate Secretary | Other Derivative Acquisition | +50,000 | – | 50,000 |
| 28 May 2026 | John Dziewisz | Executive VP, General Counsel, Corporate Secretary | Derivative Exercise and Retained | +122,049 | $19.18 | 416,769 |
| 14 May 2026 | Joseph Tato | Independent Director | Derivative Exercise and Sale | -46,750 | $21.22 | 207,338 |
| 14 May 2026 | Joseph Tato | Independent Director | Other Derivative Acquisition | +8,725 | – | 8,725 |
| 14 May 2026 | Joseph Tato | Independent Director | Derivative Exercise and Retained | +38,250 | $21.22 | 207,338 |
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 | 24,086,463 | 16.2% | 5.4 |
| 31 Aug 2026 | 21,422,635 | 14.4% | 4.6 |
| 14 Aug 2026 | 18,464,901 | 12.4% | 2.9 |
| 31 Jul 2026 | 15,864,323 | 10.7% | 4.7 |
| 15 Jul 2026 | 15,246,166 | 10.2% | 4.0 |
| 30 Jun 2026 | 13,679,394 | 9.2% | 2.7 |
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