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: +$2.32M (11 inflow days, 9 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 37.0% of shares outstanding.
Reported short interest has held roughly steady near 21.92% 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 | +14,612,794 | 16.3% |
| Gotham Asset Management, LLC | Hedge Fund | 2026/Q3 | +6,174,229 | 3.1% |
| Quantinno Capital Management LP | Mutual Fund | 2026/Q3 | +5,146,378 | 4.0% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +3,053,268 | 6.5% |
| Mirae Asset Global Investments Co., Ltd | Mutual Fund | 2026/Q3 | +2,997,995 | 2.2% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +2,757,970 | 3.3% |
| Invesco Capital Management LLC | Mutual Fund | 2026/Q3 | +2,198,674 | 3.4% |
| Pine Valley Investments Limited Liability Company | Mutual Fund | 2026/Q3 | +1,987,882 | 0.9% |
| Magarian Capital Management, Llc | Mutual Fund | 2026/Q3 | +1,803,177 | 0.9% |
| FMR | Mutual Fund | 2026/Q3 | +1,717,880 | 1.1% |
| Eaton Vance Management | Mutual Fund | 2026/Q3 | +1,707,508 | 1.8% |
| Charles Schwab Investment Management | Mutual Fund | 2026/Q3 | +1,679,529 | 3.9% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +1,551,906 | 1.1% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +1,536,554 | 1.1% |
| Strategic Advisers LLC | Mutual Fund | 2026/Q3 | +1,347,638 | 0.6% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 14 Jun 2026 | H. Courtney | Chief Brand Officer | Other Acquisition | +25,980 | – | 131,496 |
| 7 Jun 2026 | Diego Scaglione | Chief Financial Officer | Open Market Acquisition | +5,000 | $7.51 | 194,180 |
| 3 Jun 2026 | Thomas Chubb | Independent Director | Derivative Sale to Issuer | -18,550 | – | – |
| 3 Jun 2026 | Thomas Chubb | Independent Director | Derivative Exercise and Retained | +3,710 | – | 58,921 |
| 28 May 2026 | George Deese | Independent Non-Executive Director | Derivative Exercise and Retained | +9,350 | – | 3,087,536 |
| 28 May 2026 | James Spear | Independent Director | Other Derivative Acquisition | +22,260 | – | 22,260 |
| 28 May 2026 | Edward Casey | Independent Director | Derivative Exercise and Retained | +9,350 | – | 42,190 |
| 28 May 2026 | Thomas Chubb | Independent Director | Other Derivative Acquisition | +22,260 | – | 22,260 |
| 28 May 2026 | Thomas Chubb | Independent Director | Derivative Exercise and Retained | +9,350 | – | 55,211 |
| 28 May 2026 | Margaret Lewis | Independent Director | Other Derivative Acquisition | +22,260 | – | 22,260 |
| 28 May 2026 | Margaret Lewis | Independent Director | Derivative Exercise and Retained | +9,350 | – | 100,645 |
| 28 May 2026 | Joanne Smith | Independent Director | Other Derivative Acquisition | +22,260 | – | 22,260 |
| 28 May 2026 | Rhonda Gass | Independent Director | Other Derivative Acquisition | +22,260 | – | 22,260 |
| 28 May 2026 | William McFadden | Independent Director | Other Derivative Acquisition | +22,260 | – | 22,260 |
| 28 May 2026 | William McFadden | Independent Director | Derivative Exercise and Retained | +9,350 | – | 652,487 |
| 28 May 2026 | Sterling Spainhour | Director | Other Derivative Acquisition | +22,260 | – | 22,260 |
| 28 May 2026 | Sterling Spainhour | Director | Derivative Exercise and Retained | +7,900 | – | 7,900 |
| 28 May 2026 | Brigitte King | Independent Director | Other Derivative Acquisition | +22,260 | – | 22,260 |
| 31 Mar 2026 | A. McMullian | CEO & Chairman of Board | Open Market Disposition | -209,000 | $8.03 | 2,387,098 |
| 24 Feb 2026 | David Roach | Chief Strategic Projects Officer | Sale to Issuer | -4,343 | $9.65 | 178,206 |
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 | 46,488,528 | 21.9% | 5.6 |
| 31 Aug 2026 | 45,041,055 | 21.2% | 6.1 |
| 14 Aug 2026 | 46,124,039 | 21.8% | 9.3 |
| 31 Jul 2026 | 44,005,171 | 20.8% | 8.6 |
| 15 Jul 2026 | 43,697,640 | 20.6% | 8.5 |
| 30 Jun 2026 | 46,394,648 | 21.9% | 4.4 |
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