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: −$2.52M (6 inflow days, 14 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 73.3% of shares outstanding.
Reported short interest has fallen from 2.13% to 1.82% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +49,339 | 0.1% |
| Hotchkis and Wiley Capital Management, LLC | Mutual Fund | 2026/Q3 | +74,400 | 0.1% |
| Punch & Associates Investment Management, Inc. | Mutual Fund | 2026/Q3 | +330,933 | 2.5% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +327,770 | 1.0% |
| Philadelphia Financial Management of San Francisco, LLC | Hedge Fund | 2026/Q3 | +316,853 | 0.6% |
| BlackRock | Mutual Fund | 2026/Q3 | +292,794 | 3.0% |
| William Blair Investment Management, LLC | Mutual Fund | 2026/Q3 | +246,716 | 3.1% |
| Principal Global Investors, LLC | Mutual Fund | 2026/Q3 | +173,381 | 3.0% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +157,883 | 0.8% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +105,740 | 0.8% |
| Northern Trust Global Investments | Mutual Fund | 2026/Q3 | +104,974 | 0.5% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +103,700 | 0.2% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +99,666 | 1.4% |
| Adage Capital Management, L.P. | Hedge Fund | 2026/Q3 | +95,059 | 3.2% |
| Y-Intercept (Hong Kong) Limited | Mutual Fund | 2026/Q3 | +90,893 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 24 Aug 2026 | Penelope Person | Chief Commercial Officer | Open Market Disposition | -246 | $22.04 | 437,265 |
| 16 Aug 2026 | Mark Zellmann | President of U.S. Business Lines | Other Disposition | -6,250 | – | 631,497 |
| 16 Aug 2026 | Mark Zellmann | President of U.S. Business Lines | Open Market Disposition | -56,000 | $23.75 | 631,497 |
| 17 Mar 2026 | Mark Zellmann | President of U.S. Business Lines | Other Derivative Acquisition | +25,000 | – | 12,500 |
| 10 Mar 2026 | John Oros | Director | Other Derivative Acquisition | +50,000 | – | 25,000 |
| 8 Jan 2026 | J.C. Flowers & Co. LLC | Private Disposition | -11,000,000 | $19.63 | 32,721,808 | |
| 8 Jan 2026 | David Burton | Chief Executive Officer | Private Disposition | -385,000 | $20.50 | 3,392,500 |
| 21 Aug 2025 | J.C. Flowers & Co. LLC | Other Disposition | -30,228,952 | – | – | |
| 21 Aug 2025 | J.C. Flowers & Co. LLC | Initial Statement of Beneficial | +0 | – | 43,721,808 | |
| 26 Jun 2025 | J.C. Flowers & Co. LLC | Private Disposition | -6,021,280 | $15.00 | 30,228,952 | |
| 26 Jun 2025 | David Burton | Chief Executive Officer | Private Disposition | -424,296 | $15.00 | 3,777,500 |
| 25 Jun 2025 | Beth Leonard | Director | Initial Statement of Beneficial | +0 | – | 41,406 |
| 25 Jun 2025 | J.C. Flowers & Co. LLC | Initial Statement of Beneficial | +0 | – | 36,250,232 | |
| 25 Jun 2025 | David Burton | Chief Executive Officer | Initial Statement of Beneficial | +0 | – | 4,201,796 |
| 25 Jun 2025 | Ronald Vaske | Director | Initial Statement of Beneficial | +0 | – | 39,400 |
| 25 Jun 2025 | Mark Zellmann | President of U.S. Business Lines | Initial Statement of Beneficial | +0 | – | 693,747 |
| 25 Jun 2025 | Christo Realov | Chief Financial Officer | Initial Statement of Beneficial | +0 | – | 155,274 |
| 25 Jun 2025 | Matthew Pfohl | Chief Administrative Officer | Initial Statement of Beneficial | +0 | – | 448,871 |
| 25 Jun 2025 | Penelope Person | Chief Commercial Officer | Initial Statement of Beneficial | +0 | – | 437,511 |
| 25 Jun 2025 | Christopher Giles | Director | Initial Statement of Beneficial | +0 | – | 78,774 |
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 | 1,046,750 | 1.8% | 4.8 |
| 31 Aug 2026 | 978,762 | 1.7% | 3.0 |
| 14 Aug 2026 | 1,007,386 | 1.8% | 2.0 |
| 31 Jul 2026 | 1,213,789 | 2.0% | 3.7 |
| 15 Jul 2026 | 1,113,555 | 1.8% | 4.3 |
| 30 Jun 2026 | 1,179,820 | 2.1% | 2.3 |
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