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: +$1.41M (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 15.7% of shares outstanding.
Reported short interest has risen from 3.12% to 4.61% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Kopernik Global Investors, LLC | Mutual Fund | 2026/Q3 | +13,608,616 | 8.1% |
| Mirae Asset Global Investments Co., Ltd | Mutual Fund | 2026/Q3 | +2,066,614 | 4.7% |
| JPMorgan Chase & Co. | Public Company | 2026/Q3 | +869,947 | 0.2% |
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +628,646 | 0.4% |
| Osaic Wealth, Inc. | Private Company | 2026/Q3 | +536,427 | 0.1% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +440,708 | 0.4% |
| NewEdge Advisors, LLC | Mutual Fund | 2026/Q3 | +392,109 | 0.1% |
| Rathbones Investment Management Limited | Mutual Fund | 2026/Q3 | +282,000 | 0.1% |
| Hudson River Trading LLC | Private Company | 2026/Q3 | +241,538 | 0.1% |
| Point72 Asset Management, L.P. | Hedge Fund | 2026/Q3 | +217,950 | 0.0% |
| ZKB Asset Management | Mutual Fund | 2026/Q3 | +212,432 | 0.1% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +191,058 | 0.1% |
| Renaissance Technologies Corp. | Hedge Fund | 2026/Q3 | +190,000 | 0.8% |
| BMO Asset Management | Mutual Fund | 2026/Q3 | +135,500 | 0.2% |
| BlackRock | Mutual Fund | 2026/Q3 | +134,555 | 0.0% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 24 Sep 2026 | Adam Chodos | Officer | Derivative Exercise and Sale | -90,000 | $1.39 | 43,000 |
| 10 Sep 2026 | Kopernik Global Investors, LLC | Open Market Disposition | -391,584 | $1.42 | 45,787,008 | |
| 8 Mar 2026 | Kopernik Global Investors, LLC | Open Market Acquisition | +2,862,630 | $1.30 | 41,676,919 |
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 | 25,913,589 | 4.6% | 6.4 |
| 31 Aug 2026 | 21,642,049 | 3.9% | 6.5 |
| 14 Aug 2026 | 21,582,979 | 3.9% | 5.9 |
| 31 Jul 2026 | 21,178,472 | 3.8% | 4.6 |
| 15 Jul 2026 | 17,818,508 | 3.2% | 3.1 |
| 30 Jun 2026 | 17,488,424 | 3.1% | 2.0 |
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