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: −$1.91M (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 35.1% of shares outstanding.
Reported short interest has risen from 15.87% to 17.41% 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 | +45,220 | 0.1% |
| Boothbay Fund Management, LLC | Hedge Fund | 2026/Q3 | +275,675 | 0.9% |
| BlackRock | Mutual Fund | 2026/Q3 | +263,460 | 8.5% |
| Trails Edge Capital Partners, LP | Hedge Fund | 2026/Q3 | +203,660 | 4.7% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +201,423 | 1.8% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +122,253 | 0.8% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +119,178 | 0.7% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +97,655 | 1.9% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +94,565 | 1.9% |
| Raymond James Financial, Inc. | Public Company | 2026/Q3 | +91,656 | 0.3% |
| Eversept Partners, L.P. | Hedge Fund | 2026/Q3 | +83,465 | 0.6% |
| Longbow Finance SA | Mutual Fund | 2026/Q3 | +82,336 | 0.3% |
| BNP Paribas Financial Markets SNC | Private Company | 2026/Q3 | +82,319 | 0.3% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +81,887 | 3.5% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +70,819 | 4.5% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 29 Jul 2026 | David Kroin | Open Market Derivative Acquisiti | +286,205 | $0.00 | 664,649 | |
| 8 Jun 2026 | Zachary Prensky | Intent to Sell (Form 144) | -16,500 | $29.49 | – | |
| 2 Jun 2026 | Robert Richard Ruffolo | Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Ran Nussbaum | Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | William Kane | Former Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Scott Garland | Independent Chairman of Board | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Rebecca Luse | Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Rekha Hemrajani | Former Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Robert Lenz | Director | Other Derivative Acquisition | +12,500 | $27.95 | 12,500 |
| 5 Mar 2026 | Robert Lenz | Director | Other Derivative Acquisition | +20,000 | $23.78 | 20,000 |
| 5 Feb 2026 | Deep Track Capital, LP | Open Market Derivative Acquisiti | +472,369 | $0.00 | 93,925 | |
| 9 Dec 2025 | Kaya Pai Panandiker | Chief Commercial Officer | Other Derivative Acquisition | +195,000 | $21.36 | 195,000 |
| 11 Sep 2025 | Pontifax Venture Capital | Private Acquisition | +1,000,000 | $15.00 | 1,000,000 | |
| 11 Sep 2025 | Pontifax Venture Capital | Derivative Exercise and Retained | +411,681 | – | 1,000,000 | |
| 11 Sep 2025 | Deep Track Capital, LP | Private Acquisition | +2,666,666 | $15.00 | 666,666 | |
| 11 Sep 2025 | Deep Track Capital, LP | Derivative Exercise and Retained | +686,138 | – | 666,666 | |
| 11 Sep 2025 | Deep Track Capital, LP | Initial Statement of Beneficial | +0 | – | 666,666 | |
| 9 Sep 2025 | Robert Richard Ruffolo | Independent Director | Derivative Sale to Issuer | -13,266 | – | – |
| 9 Sep 2025 | Robert Richard Ruffolo | Independent Director | Other Derivative Acquisition | +35,715 | $15.00 | 22,449 |
| 9 Sep 2025 | Robert Richard Ruffolo | Independent Director | Initial Statement of Beneficial | +0 | – | 13,266 |
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 | 5,617,182 | 17.4% | 21.5 |
| 31 Aug 2026 | 5,278,529 | 16.4% | 19.9 |
| 14 Aug 2026 | 5,156,413 | 16.0% | 12.4 |
| 31 Jul 2026 | 4,746,857 | 16.6% | 12.8 |
| 15 Jul 2026 | 4,260,793 | 14.9% | 17.6 |
| 30 Jun 2026 | 4,550,288 | 15.9% | 9.8 |
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