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: +$10.97M (17 inflow days, 3 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 17.3% of shares outstanding.
Reported short interest has risen from 8.11% to 9.69% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +5,748,809 | 3.7% |
| Marshall Wace LLP | Hedge Fund | 2026/Q3 | +3,441,917 | 1.1% |
| Morgan Stanley | Public Company | 2026/Q3 | +1,639,463 | 1.6% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +1,396,873 | 0.7% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +1,265,238 | 0.5% |
| Capital Fund Management S.A. | Hedge Fund | 2026/Q3 | +1,178,228 | 0.3% |
| Cedrus Wealth Group LLC | Family Office/Trust | 2026/Q3 | +626,518 | 0.2% |
| Mirae Asset Global Investments Co., Ltd | Mutual Fund | 2026/Q3 | +513,250 | 0.7% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +510,007 | 1.7% |
| Picton Mahoney Asset Management | Mutual Fund | 2026/Q3 | +415,207 | 0.0% |
| Squarepoint OPS LLC | Hedge Fund | 2026/Q3 | +398,560 | 0.1% |
| Group One Trading LLC | Private Company | 2026/Q3 | +306,322 | 0.2% |
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +293,690 | 0.7% |
| XTX Markets Limited | Private Company | 2026/Q3 | +280,115 | 0.1% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +263,562 | 0.4% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 5 Jul 2026 | Michael Brown | Director | Other Derivative Acquisition | +12,312 | – | 129,218 |
| 5 Jul 2026 | Clayton Walker | Independent Director | Other Derivative Acquisition | +6,900 | – | 6,900 |
| 5 Jul 2026 | Fabiana Chubbs | Independent Director | Other Derivative Acquisition | +8,100 | – | 121,831 |
| 5 Jul 2026 | Yuan Gao | Lead Independent Director | Other Derivative Acquisition | +10,368 | – | 147,819 |
| 5 Jul 2026 | Philip Montgomery | Independent Director | Other Derivative Acquisition | +8,100 | – | 81,474 |
| 25 Jun 2026 | Philip Montgomery | Independent Director | Derivative Exercise and Retained | +19,348 | – | 19,348 |
| 14 Jun 2026 | Edward Grandy | Senior Vice President | Sale to Issuer | -15 | $4.45 | 173,307 |
| 12 Apr 2026 | Michael Brown | Director | Other Derivative Acquisition | +12,038 | – | 116,906 |
| 12 Apr 2026 | Jinhee Magie | Independent Director | Other Derivative Acquisition | +7,919 | – | 86,031 |
| 12 Apr 2026 | Fabiana Chubbs | Independent Director | Other Derivative Acquisition | +7,919 | – | 113,731 |
| 12 Apr 2026 | Yuan Gao | Lead Independent Director | Other Derivative Acquisition | +10,137 | – | 137,451 |
| 12 Apr 2026 | Philip Montgomery | Independent Director | Other Derivative Acquisition | +7,919 | – | 73,374 |
| 9 Apr 2026 | Kelvin Paul Dushnisky | Executive Chairman of Board | Sale to Issuer | -42,040 | $4.17 | 210,504 |
| 9 Apr 2026 | Jonathan Evans | Chief Executive Officer | Derivative Exercise and Sale | -85,296 | $4.17 | 781,445 |
| 9 Apr 2026 | Jonathan Evans | Chief Executive Officer | Derivative Exercise and Retained | +12,601 | – | 781,445 |
| 9 Apr 2026 | Alexi Zawadzki | Vice President of Resource Development | Sale to Issuer | -10,094 | $4.13 | 96,233 |
| 9 Apr 2026 | Alexi Zawadzki | Vice President of Resource Development | Derivative Exercise and Sale | -17,712 | $4.13 | 96,233 |
| 9 Apr 2026 | Brandin Colton | Chief Financial Officer | Derivative Exercise and Sale | -26,452 | $4.17 | 50,285 |
| 9 Apr 2026 | Brandin Colton | Chief Financial Officer | Other Derivative Acquisition | +39,183 | – | 78,367 |
| 9 Apr 2026 | Brandin Colton | Chief Financial Officer | Derivative Exercise and Retained | +12,731 | – | 50,285 |
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 | 35,163,844 | 9.7% | 3.3 |
| 31 Aug 2026 | 32,238,300 | 8.9% | 3.5 |
| 14 Aug 2026 | 31,479,970 | 8.7% | 3.0 |
| 31 Jul 2026 | 29,909,713 | 8.5% | 3.8 |
| 15 Jul 2026 | 27,700,522 | 7.9% | 2.4 |
| 30 Jun 2026 | 28,457,675 | 8.1% | 3.3 |
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