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: −$3.46M (10 inflow days, 10 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 53.3% of shares outstanding.
Reported short interest has fallen from 5.46% to 5.27% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +553,411 | 4.6% |
| Reinhart Partners, LLC | Mutual Fund | 2026/Q3 | +500,476 | 6.4% |
| Capital Research | Mutual Fund | 2026/Q3 | +492,280 | 8.2% |
| Select Equity Group, L.P. | Hedge Fund | 2026/Q3 | +433,423 | 2.8% |
| Catawba River Capital | Family Office/Trust | 2026/Q3 | +337,554 | 1.4% |
| BlackRock | Mutual Fund | 2026/Q3 | +310,495 | 6.9% |
| First Eagle Investment Management, LLC | Mutual Fund | 2026/Q3 | +306,458 | 0.7% |
| GW&K Investment Management, LLC | Mutual Fund | 2026/Q3 | +227,195 | 3.0% |
| Managed Account Advisors LLC | Mutual Fund | 2026/Q3 | +135,587 | 1.4% |
| Brown Advisory Incorporated | Mutual Fund | 2026/Q3 | +130,315 | 2.3% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +95,050 | 3.6% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +86,662 | 1.8% |
| EARNEST Partners, LLC | Mutual Fund | 2026/Q3 | +68,633 | 0.5% |
| Russell Investment Management, LLC | Mutual Fund | 2026/Q3 | +64,167 | 0.5% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +61,447 | 1.9% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 24 Aug 2026 | Warren Kanders | Executive Chairperson | Open Market Disposition | -200,000 | $33.65 | 10,769,027 |
| 16 Aug 2026 | Brad Williams | President | Derivative Exercise and Sale | -88,742 | $34.34 | 65,081 |
| 21 Jun 2026 | Warren Kanders | Executive Chairperson | Open Market Disposition | -75,000 | $27.86 | 10,969,027 |
| 16 Jun 2026 | Warren Kanders | Executive Chairperson | Open Market Disposition | -225,000 | $30.03 | 11,044,027 |
| 15 Jun 2026 | Warren Kanders | Executive Chairperson | Other Derivative Acquisition | +634,000 | – | 373,000 |
| 15 Jun 2026 | Warren Kanders | Executive Chairperson | Other Derivative Acquisition | +1,113,000 | $28.75 | 616,500 |
| 15 Jun 2026 | Nicholas Sokolow | Lead Independent Director | Other Derivative Acquisition | +17,393 | $28.75 | 17,393 |
| 15 Jun 2026 | William Quigley | Independent Director | Other Derivative Acquisition | +17,393 | $28.75 | 17,393 |
| 15 Jun 2026 | Hamish Norton | Independent Director | Other Derivative Acquisition | +17,393 | $28.75 | 17,393 |
| 15 Jun 2026 | Brad Williams | President | Other Derivative Acquisition | +139,500 | – | 82,000 |
| 15 Jun 2026 | Brad Williams | President | Other Derivative Acquisition | +245,500 | $28.75 | 136,000 |
| 15 Jun 2026 | Blaine Browers | Chief Financial Officer | Other Derivative Acquisition | +118,000 | – | 69,500 |
| 15 Jun 2026 | Blaine Browers | Chief Financial Officer | Other Derivative Acquisition | +207,500 | $28.75 | 115,000 |
| 15 Jun 2026 | Mary Kissel | Independent Director | Other Derivative Acquisition | +17,393 | $28.75 | 17,393 |
| 28 May 2026 | Nicholas Sokolow | Lead Independent Director | Initial Statement of Beneficial | +0 | – | 651,145 |
| 28 May 2026 | Mary Kissel | Independent Director | Initial Statement of Beneficial | +0 | – | – |
| 29 Mar 2026 | Warren Kanders | Executive Chairperson | Other Derivative Acquisition | +44,684 | – | 44,684 |
| 29 Mar 2026 | Warren Kanders | Executive Chairperson | Other Derivative Acquisition | +144,735 | $29.39 | 144,735 |
| 29 Mar 2026 | Brad Williams | President | Other Derivative Acquisition | +18,399 | – | 18,399 |
| 29 Mar 2026 | Brad Williams | President | Other Derivative Acquisition | +59,597 | $29.39 | 59,597 |
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 | 2,257,405 | 5.3% | 6.4 |
| 31 Aug 2026 | 2,164,136 | 5.1% | 7.2 |
| 14 Aug 2026 | 2,253,943 | 5.3% | 4.8 |
| 31 Jul 2026 | 3,127,708 | 7.3% | 8.7 |
| 15 Jul 2026 | 2,611,230 | 6.1% | 10.0 |
| 30 Jun 2026 | 2,336,036 | 5.5% | 3.6 |
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