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: −$1.13M (7 inflow days, 13 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 23.7% of shares outstanding.
Reported short interest has risen from 12.18% to 16.28% 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 | +3,331,952 | 6.4% |
| Tema ETFs LLC | Mutual Fund | 2026/Q3 | +1,985,409 | 2.8% |
| Tidal Investments LLC | Mutual Fund | 2026/Q3 | +1,933,881 | 2.8% |
| Emerald Advisers, LLC | Mutual Fund | 2026/Q3 | +1,545,140 | 2.2% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +1,501,851 | 2.2% |
| Hood River Capital Management LLC | Mutual Fund | 2026/Q3 | +1,126,377 | 5.1% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +841,388 | 2.1% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +788,701 | 1.5% |
| Bank of America Corporation | Public Company | 2026/Q3 | +643,291 | 1.7% |
| Telemark Asset Management, LLC | Hedge Fund | 2026/Q3 | +640,000 | 1.5% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +561,088 | 1.0% |
| Wasatch Advisors LP | Mutual Fund | 2026/Q3 | +519,608 | 0.7% |
| AWM Investment Company Inc | Hedge Fund | 2026/Q3 | +499,912 | 3.6% |
| Needham Investment Management, LLC | Mutual Fund | 2026/Q3 | +482,500 | 1.4% |
| Centerbook Partners LP | Hedge Fund | 2026/Q3 | +478,502 | 0.7% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 17 Aug 2026 | Albert Miranda | Chief Financial Officer | Other Derivative Acquisition | +17,091 | – | 17,091 |
| 17 Aug 2026 | Shmuel Rubin | Chief Executive Officer | Other Derivative Acquisition | +39,381 | – | 39,381 |
| 2 Jun 2026 | North Run Capital, LP | Derivative Exercise and Sale | -3,571,400 | $14.00 | 2,934,828 | |
| 17 May 2026 | North Run Capital, LP | Open Market Disposition | -55,284 | $12.32 | 2,934,828 | |
| 26 Mar 2026 | Shmuel Rubin | Chief Executive Officer | Open Market Acquisition | +180 | $9.70 | 260,844 |
| 24 Mar 2026 | North Run Capital, LP | Derivative Exercise and Sale | -302,352 | $12.31 | 3,283,164 | |
| 24 Mar 2026 | North Run Capital, LP | Derivative Exercise and Retained | +437,648 | $2.15 | 3,283,164 | |
| 23 Mar 2026 | North Run Capital, LP | Open Market Disposition | -54,557 | $12.06 | 3,283,164 | |
| 17 Mar 2026 | North Run Capital, LP | Open Market Disposition | -120,454 | $12.01 | 2,900,073 | |
| 3 Mar 2026 | North Run Capital, LP | Intent to Sell (Form 144) | -2,000,000 | $11.98 | – | |
| 3 Mar 2026 | North Run Capital, LP | Derivative Exercise and Sale | -674,995 | $12.18 | 3,020,527 | |
| 1 Mar 2026 | North Run Capital, LP | Derivative Exercise and Retained | +65,005 | $2.15 | 3,020,527 | |
| 24 Feb 2026 | North Run Capital, LP | Open Market Disposition | -300,092 | $12.18 | 2,955,522 | |
| 23 Feb 2026 | North Run Capital, LP | Derivative Exercise and Sale | -733,354 | $13.18 | 3,255,514 | |
| 19 Feb 2026 | North Run Capital, LP | Intent to Sell (Form 144) | -2,000,000 | $11.24 | – | |
| 19 Feb 2026 | North Run Capital, LP | Derivative Exercise and Retained | +526,646 | $2.15 | 3,255,514 | |
| 1 Feb 2026 | Albert Miranda | Chief Financial Officer | Derivative Exercise and Retained | +12,103 | – | 78,835 |
| 1 Feb 2026 | Shmuel Rubin | Chief Executive Officer | Derivative Exercise and Retained | +29,011 | – | 260,664 |
| 18 Dec 2025 | Shmuel Rubin | Chief Executive Officer | Other Disposition | -13,020 | – | 231,653 |
| 19 Nov 2025 | Steven Creviston | Independent Director | Derivative Exercise and Retained | +19,355 | – | 171,412 |
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 | 11,404,961 | 16.3% | 3.1 |
| 31 Aug 2026 | 10,145,630 | 15.3% | 3.1 |
| 14 Aug 2026 | 10,734,823 | 16.2% | 4.3 |
| 31 Jul 2026 | 10,553,423 | 15.9% | 3.7 |
| 15 Jul 2026 | 9,540,633 | 14.4% | 3.6 |
| 30 Jun 2026 | 8,081,283 | 12.2% | 2.2 |
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