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: −$1.90M (12 inflow days, 8 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 47.8% of shares outstanding.
Reported short interest has fallen from 9.21% to 6.78% 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 | +1,585,750 | 1.2% |
| La Caisse de dépôt et placement du Québec | Government Pension Fund | 2026/Q3 | +1,209,371 | 0.9% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +799,015 | 1.4% |
| Acadian Asset Management LLC | Mutual Fund | 2026/Q3 | +697,066 | 1.7% |
| Morgan Stanley | Public Company | 2026/Q3 | +516,456 | 1.3% |
| Balyasny Asset Management L.P. | Hedge Fund | 2026/Q3 | +499,414 | 0.3% |
| SEB Funds AB | Mutual Fund | 2026/Q3 | +464,700 | 0.5% |
| Mackenzie Financial Corporation | Mutual Fund | 2026/Q3 | +415,794 | 0.5% |
| Capital Fund Management S.A. | Hedge Fund | 2026/Q3 | +373,740 | 0.4% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +350,296 | 1.2% |
| Numerai GP LLC | Hedge Fund | 2026/Q3 | +345,682 | 0.3% |
| Centerbook Partners LP | Hedge Fund | 2026/Q3 | +342,217 | 0.2% |
| Tabor Asset Management, LP | Hedge Fund | 2026/Q3 | +309,936 | 0.7% |
| Landscape Capital Management, LLC | Hedge Fund | 2026/Q3 | +292,293 | 0.2% |
| ExodusPoint Capital Management, LP | Hedge Fund | 2026/Q3 | +289,791 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 20 Aug 2026 | Noel Watson | Chief Financial Officer | Intent to Sell (Form 144) | -83,629 | $5.84 | – |
| 20 Aug 2026 | Noel Watson | Chief Financial Officer | Open Market Disposition | -500,000 | $5.91 | 451,393 |
| 19 Aug 2026 | Noel Watson | Chief Financial Officer | Intent to Sell (Form 144) | -416,371 | $5.91 | – |
| 17 Aug 2026 | Nicole Miller | General Counsel | Intent to Sell (Form 144) | -33,479 | $5.51 | – |
| 17 Aug 2026 | Nicole Miller | General Counsel | Automatic Disposition | -77,475 | $5.51 | 393,245 |
| 16 Aug 2026 | Nicole Miller | General Counsel | Intent to Sell (Form 144) | -43,996 | $5.51 | – |
| 14 Aug 2026 | Jeffrey Stibel | Independent Chairperson | Sale to Issuer | -110,321 | $5.62 | 7,957,036 |
| 14 Aug 2026 | Noel Watson | Chief Financial Officer | Sale to Issuer | -82,501 | $5.62 | 951,393 |
| 14 Aug 2026 | Charles Thomas | Chief Accounting Officer | Sale to Issuer | -3,777 | $5.62 | 33,126 |
| 14 Aug 2026 | Nicole Miller | General Counsel | Sale to Issuer | -46,749 | $5.62 | 393,245 |
| 8 Jul 2026 | Noel Watson | Chief Financial Officer | Sale to Issuer | -51,545 | $7.21 | 880,977 |
| 8 Jul 2026 | Nicole Miller | General Counsel | Sale to Issuer | -51,545 | $7.21 | 430,823 |
| 2 Jun 2026 | Nathan Gooden | Independent Director | Other Acquisition | +35,585 | – | 58,374 |
| 2 Jun 2026 | Elizabeth Hamren | Independent Director | Other Acquisition | +35,585 | – | 35,585 |
| 2 Jun 2026 | Sivan Whiteley | Independent Director | Other Acquisition | +35,585 | – | 35,585 |
| 18 May 2026 | Nicole Miller | General Counsel | Automatic Disposition | -19,199 | $6.58 | 386,827 |
| 17 May 2026 | Noel Watson | Chief Financial Officer | Automatic Disposition | -15,000 | $6.45 | 836,981 |
| 14 May 2026 | Jeffrey Stibel | Independent Chairperson | Sale to Issuer | -110,321 | $6.00 | 7,862,874 |
| 14 May 2026 | Noel Watson | Chief Financial Officer | Sale to Issuer | -82,501 | $6.00 | 836,981 |
| 14 May 2026 | Charles Thomas | Chief Accounting Officer | Sale to Issuer | -3,777 | $6.00 | 26,377 |
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 | 11,612,092 | 6.8% | 4.4 |
| 31 Aug 2026 | 12,578,661 | 7.3% | 5.3 |
| 14 Aug 2026 | 12,377,296 | 7.2% | 2.9 |
| 31 Jul 2026 | 13,378,251 | 7.8% | 6.8 |
| 15 Jul 2026 | 13,916,665 | 8.1% | 4.5 |
| 30 Jun 2026 | 15,802,098 | 9.2% | 5.7 |
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