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: −$1.23M (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 32.8% of shares outstanding.
Reported short interest has risen from 4.29% to 5.21% 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 | +173,106 | 0.2% |
| Qube Research & Technologies Ltd | Mutual Fund | 2026/Q3 | +1,082,302 | 2.1% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +909,230 | 4.5% |
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +791,498 | 2.2% |
| BlackRock | Mutual Fund | 2026/Q3 | +635,339 | 6.5% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +544,900 | 0.8% |
| Acadian Asset Management LLC | Mutual Fund | 2026/Q3 | +436,916 | 0.8% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +420,567 | 1.3% |
| PanAgora Asset Management, Inc. | Mutual Fund | 2026/Q3 | +364,336 | 0.5% |
| First Eagle Investment Management, LLC | Mutual Fund | 2026/Q3 | +333,900 | 2.0% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +323,784 | 1.1% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +274,688 | 4.0% |
| Numeric Investors LLC | Hedge Fund | 2026/Q3 | +270,918 | 0.4% |
| Seldon Capital LP | Hedge Fund | 2026/Q3 | +270,611 | 0.6% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +270,036 | 1.5% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 14 Sep 2026 | Jonathan Ackerman | Director | Automatic Acquisition | +1,000 | $11.30 | 2,000 |
| 11 Aug 2026 | Jonathan Ackerman | Director | Automatic Acquisition | +1,000 | $9.89 | 1,000 |
| 9 Jun 2026 | Lynn White | Independent Director | Automatic Disposition | -40,000 | $11.80 | 193,237 |
| 7 Jun 2026 | Kristy Carver | Senior Vice President | Automatic Disposition | -9,554 | $12.38 | 31,418 |
| 21 May 2026 | John Chandler | Independent Director | Other Acquisition | +9,252 | $12.97 | 9,252 |
| 21 May 2026 | Lynn White | Independent Director | Other Acquisition | +9,252 | $12.97 | 9,252 |
| 21 May 2026 | Diana Peninger | Independent Director | Other Acquisition | +9,252 | $12.97 | 9,252 |
| 21 May 2026 | Jonathan Ackerman | Director | Other Acquisition | +9,252 | $12.97 | 9,252 |
| 21 May 2026 | Riccardo Bertocco | Independent Director | Other Acquisition | +9,252 | $12.97 | 9,252 |
| 23 Apr 2026 | Mark Behrman | Chief Executive Officer | Other Acquisition | +706,880 | $14.57 | 1,007,803 |
| 25 Mar 2026 | Todd Boehly | Private Disposition | -4,889,159 | $14.85 | 10,417,768 | |
| 11 Mar 2026 | Cheryl Maguire | Chief Financial Officer | Sale to Issuer | -20,000 | $15.00 | 140,968 |
| 1 Mar 2026 | Mark Behrman | Chief Executive Officer | Automatic Disposition | -250,000 | $11.75 | 1,186,272 |
| 25 Feb 2026 | Kristy Carver | Senior Vice President | Automatic Disposition | -2,091 | $10.99 | 40,972 |
| 10 Feb 2026 | Barry Golsen | Director | Open Market Disposition | -32,548 | $10.04 | 94,909 |
| 10 Feb 2026 | Barry Golsen | Director | Automatic Disposition | -14,087 | $10.04 | 94,909 |
| 3 Feb 2026 | Mark Behrman | Chief Executive Officer | Other Acquisition | +153,604 | – | 300,923 |
| 3 Feb 2026 | Michael Foster | General Counsel | Other Acquisition | +26,545 | – | 52,344 |
| 3 Feb 2026 | Kristy Carver | Senior Vice President | Other Acquisition | +8,124 | – | 16,034 |
| 3 Feb 2026 | Cheryl Maguire | Chief Financial Officer | Other Acquisition | +29,462 | – | 57,097 |
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 | 3,751,881 | 5.2% | 4.6 |
| 31 Aug 2026 | 3,417,502 | 4.7% | 5.1 |
| 14 Aug 2026 | 3,401,197 | 4.7% | 3.4 |
| 31 Jul 2026 | 2,996,431 | 4.2% | 3.5 |
| 15 Jul 2026 | 3,209,931 | 4.5% | 4.9 |
| 30 Jun 2026 | 3,083,073 | 4.3% | 3.3 |
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