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: −$408.8K (8 inflow days, 12 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 30.4% of shares outstanding.
Reported short interest has fallen from 6.53% to 6.36% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +886,794 | 1.7% |
| Greenhaven Road Investment Management, LP | Hedge Fund | 2026/Q3 | +657,596 | 0.9% |
| Hudson River Trading LLC | Private Company | 2026/Q3 | +631,045 | 0.8% |
| Caption Management, LLC | Hedge Fund | 2026/Q3 | +561,685 | 1.3% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +527,058 | 0.9% |
| SG Americas Securities, LLC | Private Company | 2026/Q3 | +479,100 | 0.6% |
| Jane Street Group, LLC | Private Company | 2026/Q3 | +418,741 | 2.0% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +317,939 | 0.4% |
| BlackRock | Mutual Fund | 2026/Q3 | +296,082 | 5.3% |
| IMC Trading B.V. | Private Company | 2026/Q3 | +256,113 | 0.4% |
| Citigroup Inc. | Public Company | 2026/Q3 | +170,067 | 0.2% |
| State of Wisconsin Investment Board | Government Pension Fund | 2026/Q3 | +169,823 | 0.2% |
| Janus Henderson Group plc | Mutual Fund | 2026/Q3 | +163,961 | 0.2% |
| Marshall Wace LLP | Hedge Fund | 2026/Q3 | +151,832 | 0.8% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +142,481 | 0.6% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 25 Aug 2026 | Eugene Kim | Director | Open Market Acquisition | +20,000 | $11.47 | 20,000 |
| 13 Aug 2026 | Glenn Richter | Director | Open Market Acquisition | +38,051 | $13.14 | 38,051 |
| 12 Aug 2026 | Larry Enterline | Independent Chairperson | Open Market Acquisition | +67,114 | $12.42 | 100,000 |
| 11 Aug 2026 | Teri Shaffer | Independent Director | Open Market Acquisition | +11,881 | $12.25 | 27,304 |
| 11 Aug 2026 | Stephen Keller | Chief Financial Officer | Open Market Acquisition | +10,000 | $12.01 | 51,840 |
| 9 Jun 2026 | Compass Group Management LLC | Initial Statement of Beneficial | +0 | – | 331,826 | |
| 9 Jun 2026 | Zachary Sawtelle | Partner & Head of East Coast Office | Initial Statement of Beneficial | +0 | – | 33,216 |
| 28 May 2026 | ADW Capital Management LLC | Open Market Derivative Acquisiti | +10,000 | $10.00 | 40,000 | |
| 28 May 2026 | ADW Capital Management LLC | Open Market Derivative Dispositi | -10,000 | $20.00 | 40,000 | |
| 6 May 2026 | ADW Capital Management LLC | Open Market Derivative Acquisiti | +30,000 | $10.00 | 30,000 | |
| 6 May 2026 | ADW Capital Management LLC | Open Market Derivative Dispositi | -30,000 | $20.00 | 30,000 | |
| 5 Apr 2026 | Stephen Keller | Chief Financial Officer | Open Market Acquisition | +30,000 | $8.66 | 41,840 |
| 2 Mar 2025 | Stephen Keller | Chief Financial Officer | Open Market Acquisition | +1,500 | $22.00 | 11,840 |
| 10 Nov 2024 | Compass Group Investments, Inc | Open Market Disposition | -135,274 | $23.05 | 7,456,197 | |
| 19 Sep 2024 | Patrick Maciariello | Partner & COO | Open Market Acquisition | +5,000 | $21.87 | 228,518 |
| 18 Sep 2024 | Stephen Keller | Chief Financial Officer | Open Market Acquisition | +5,000 | $21.63 | 10,340 |
| 11 Sep 2024 | Stephen Keller | Chief Financial Officer | Open Market Acquisition | +5,000 | $20.40 | 5,340 |
| 10 Sep 2024 | Heidi Locke Simon | Director | Open Market Acquisition | +19,800 | $20.16 | 22,288 |
| 30 Aug 2024 | Stephen Keller | Chief Financial Officer | Initial Statement of Beneficial | +0 | – | 340 |
| 5 Aug 2024 | Ryan Faulkingham | Executive VP, CFO & Co-Compliance Officer | Open Market Acquisition | +6,250 | $20.19 | 42,641 |
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 | 4,785,140 | 6.4% | 7.8 |
| 31 Aug 2026 | 5,092,842 | 6.8% | 8.2 |
| 14 Aug 2026 | 5,442,344 | 7.2% | 5.8 |
| 31 Jul 2026 | 5,154,955 | 6.9% | 10.1 |
| 15 Jul 2026 | 5,064,094 | 6.7% | 6.0 |
| 30 Jun 2026 | 4,910,497 | 6.5% | 5.6 |
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