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: −$8.40M (4 inflow days, 16 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 80.3% of shares outstanding.
Reported short interest has risen from 7.31% to 7.77% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Richard Beckwitt | Individual/Insider | 2026/Q3 | +500,000 | 0.6% |
| Steven Fischer | Individual/Insider | 2026/Q3 | +107,670 | 0.1% |
| Point72 Asset Management, L.P. | Hedge Fund | 2026/Q3 | +396,803 | 0.5% |
| Elgethun Capital Management | Mutual Fund | 2026/Q3 | +314,028 | 0.9% |
| JPMorgan Chase & Co. | Public Company | 2026/Q3 | +253,768 | 0.3% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +228,390 | 0.3% |
| BNP Paribas Financial Markets SNC | Private Company | 2026/Q3 | +213,360 | 0.4% |
| Eaton Vance Management | Mutual Fund | 2026/Q3 | +191,436 | 0.4% |
| Leap Investments LP | Mutual Fund | 2026/Q3 | +185,724 | 0.2% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +154,638 | 0.5% |
| Bank of America Corporation | Public Company | 2026/Q3 | +138,577 | 0.3% |
| BlackRock | Mutual Fund | 2026/Q3 | +138,528 | 5.3% |
| Numerai GP LLC | Hedge Fund | 2026/Q3 | +137,648 | 0.2% |
| Walleye Capital LLC | Hedge Fund | 2026/Q3 | +133,157 | 0.1% |
| Castleknight Management LP | Hedge Fund | 2026/Q3 | +126,700 | 0.1% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 17 Sep 2026 | Richard Beckwitt | Co-Chairman of the Board | Other Acquisition | +400,000 | – | 500,000 |
| 17 Sep 2026 | Steven Fischer | Independent Director | Other Acquisition | +12,158 | – | 107,670 |
| 9 Sep 2026 | Richard Beckwitt | Co-Chairman of the Board | Open Market Acquisition | +10,000 | $12.07 | 100,000 |
| 2 Sep 2026 | Leonard Sturm | Independent Director | Open Market Acquisition | +1,500 | $13.47 | 30,728 |
| 25 Aug 2026 | Leonard Sturm | Independent Director | Open Market Acquisition | +1,000 | $14.72 | 29,228 |
| 23 Aug 2026 | Leonard Sturm | Independent Director | Open Market Acquisition | +500 | $14.81 | 28,228 |
| 12 Aug 2026 | Richard Beckwitt | Co-Chairman of the Board | Open Market Acquisition | +90,000 | $14.80 | 90,000 |
| 12 Jul 2026 | Steven Fischer | Independent Director | Initial Statement of Beneficial | +0 | – | 95,512 |
| 23 Jun 2026 | William Lovett | Non-Independent Director | Open Market Disposition | -56,590 | $16.70 | 3,213,232 |
| 21 Jun 2026 | William Lovett | Non-Independent Director | Open Market Disposition | -21,962 | $15.00 | 3,269,822 |
| 17 Jun 2026 | William Lovett | Non-Independent Director | Open Market Disposition | -130,601 | $15.52 | 3,291,784 |
| 15 Jun 2026 | William Lovett | Non-Independent Director | Open Market Disposition | -103,591 | $15.16 | 3,422,385 |
| 11 Jun 2026 | William Lovett | Non-Independent Director | Open Market Disposition | -137,256 | $15.17 | 3,525,976 |
| 9 Jun 2026 | William Lovett | Non-Independent Director | Intent to Sell (Form 144) | -450,000 | $14.79 | – |
| 31 May 2026 | Clinton Szubinski | Chief Operating Officer | Initial Statement of Beneficial | +0 | – | 362,101 |
| 19 May 2026 | William Lovett | Non-Independent Director | Open Market Disposition | -150,000 | $12.89 | 3,663,232 |
| 31 Mar 2026 | Lorena Ramsay | Senior Vice President | Sale to Issuer | -2,305 | $14.04 | 230,179 |
| 15 Mar 2026 | Patrick Zalupski | Founder, President, CEO & Chairman of the Board of Directors | Other Derivative Acquisition | +1,000,000 | – | 1,000,000 |
| 7 Mar 2026 | Patrick Zalupski | Founder, President, CEO & Chairman of the Board of Directors | Sale to Issuer | -91,772 | $17.25 | 2,092,819 |
| 7 Mar 2026 | Lorena Ramsay | Senior Vice President | Sale to Issuer | -15,141 | $17.25 | 232,484 |
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 | 7,035,351 | 7.8% | 9.0 |
| 31 Aug 2026 | 6,615,057 | 7.3% | 14.2 |
| 14 Aug 2026 | 6,424,569 | 7.1% | 7.8 |
| 31 Jul 2026 | 6,422,056 | 7.1% | 10.8 |
| 15 Jul 2026 | 6,088,857 | 6.7% | 10.1 |
| 30 Jun 2026 | 6,695,505 | 7.3% | 8.3 |
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