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: +$13.63M (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 38.0% of shares outstanding.
Reported short interest has risen from 11.88% to 12.62% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| FMR | Mutual Fund | 2026/Q3 | +971,368 | 14.5% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +771,009 | 3.8% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +743,877 | 3.7% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +710,613 | 3.5% |
| Victory Capital Management Inc. | Mutual Fund | 2026/Q3 | +666,645 | 3.3% |
| Driehaus Capital Management LLC | Mutual Fund | 2026/Q3 | +548,396 | 5.9% |
| Putnam LLC | Mutual Fund | 2026/Q3 | +521,189 | 2.6% |
| BlackRock | Mutual Fund | 2026/Q3 | +510,349 | 5.9% |
| Emerald Advisers, LLC | Mutual Fund | 2026/Q3 | +459,603 | 6.8% |
| Kayne Anderson Rudnick Investment Management, LLC | Mutual Fund | 2026/Q3 | +455,366 | 2.2% |
| Loomis, Sayles & Company L.P. | Mutual Fund | 2026/Q3 | +246,999 | 1.2% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +225,525 | 4.0% |
| Principal Global Investors, LLC | Mutual Fund | 2026/Q3 | +218,636 | 3.2% |
| Balyasny Asset Management L.P. | Hedge Fund | 2026/Q3 | +192,841 | 1.5% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +180,679 | 0.9% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 16 Aug 2026 | Richard Wimmer | Former Independent Director | Open Market Acquisition | +7,500 | $39.13 | 19,942 |
| 13 Aug 2026 | Richard Lee | Former Independent Director | Open Market Acquisition | +34,000 | $37.73 | 59,167 |
| 13 Aug 2026 | Ivy Zelman | Former Independent Director | Open Market Acquisition | +12,647 | $39.61 | 24,285 |
| 13 Aug 2026 | Benjamin Wood | Chief Operating Officer | Open Market Acquisition | +25,700 | $39.77 | 45,700 |
| 13 Aug 2026 | Anthony Wood | Director | Open Market Acquisition | +51,400 | $39.75 | 51,400 |
| 13 Aug 2026 | Mike Rowe | Chief Financial Officer | Open Market Acquisition | +7,000 | $36.53 | 7,000 |
| 13 Aug 2026 | Jeremy Spivey | Chief Executive Officer | Open Market Acquisition | +83,350 | $39.65 | 83,350 |
| 4 Jun 2026 | Austin Shanfelter | Former Independent Director | Other Acquisition | +1,941 | – | 9,862 |
| 4 Jun 2026 | Richard Lee | Former Independent Director | Other Acquisition | +1,941 | – | 9,862 |
| 4 Jun 2026 | Ivy Zelman | Former Independent Director | Other Acquisition | +1,817 | – | 9,381 |
| 4 Jun 2026 | Richard Wimmer | Former Independent Director | Other Acquisition | +2,023 | – | 10,182 |
| 26 May 2026 | Benjamin Wood | Chief Operating Officer | Open Market Acquisition | +20,000 | $54.33 | 20,000 |
| 6 May 2026 | Austin Shanfelter | Former Independent Director | Other Acquisition | +3,101 | $24.18 | 7,921 |
| 6 May 2026 | Richard Lee | Former Independent Director | Other Acquisition | +3,101 | $24.18 | 7,921 |
| 6 May 2026 | Ivy Zelman | Former Independent Director | Other Acquisition | +3,101 | $24.18 | 7,564 |
| 6 May 2026 | Richard Wimmer | Former Independent Director | Other Acquisition | +3,101 | $24.18 | 8,159 |
| 25 Mar 2026 | Ivy Zelman | Former Independent Director | Open Market Acquisition | +6,921 | $36.33 | 10,088 |
| 11 Mar 2026 | Benjamin Wood | Chief Operating Officer | Initial Statement of Beneficial | +0 | – | 2,093,031 |
| 10 Dec 2025 | Richard Lee | Former Independent Director | Private Acquisition | +22,725 | $21.00 | 22,725 |
| 10 Dec 2025 | Ivy Zelman | Former Independent Director | Private Acquisition | +2,275 | $21.00 | 2,275 |
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 | 2,578,274 | 12.6% | 5.9 |
| 31 Aug 2026 | 2,523,648 | 12.4% | 3.9 |
| 14 Aug 2026 | 2,581,488 | 12.6% | 2.6 |
| 31 Jul 2026 | 2,526,389 | 13.3% | 4.0 |
| 15 Jul 2026 | 2,096,313 | 11.0% | 2.6 |
| 30 Jun 2026 | 2,261,915 | 11.9% | 2.2 |
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