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: −$109.7K (9 inflow days, 11 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 57.8% of shares outstanding.
Reported short interest has risen from 2.76% to 3.96% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Isely Family Group | Private Company | 2026/Q3 | +1,121,032 | 19.5% |
| Elizabeth Isely | Individual/Insider | 2026/Q3 | +201,856 | 6.4% |
| Peregrine Capital Management, LLC | Mutual Fund | 2026/Q3 | +72,574 | 0.5% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +28,056 | 0.1% |
| Royce & Associates, LP | Mutual Fund | 2026/Q3 | +600,263 | 2.6% |
| Allspring Global Investments, LLC | Mutual Fund | 2026/Q3 | +122,235 | 0.5% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +112,524 | 1.3% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +90,738 | 2.8% |
| BlackRock | Mutual Fund | 2026/Q3 | +65,475 | 4.3% |
| Russell Investment Management, LLC | Mutual Fund | 2026/Q3 | +61,889 | 0.3% |
| WEDGE Capital Management LLP | Mutual Fund | 2026/Q3 | +53,444 | 0.2% |
| Manatuck Hill Partners, LLC | Hedge Fund | 2026/Q3 | +47,500 | 0.2% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +34,429 | 1.3% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +24,730 | 1.3% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +23,145 | 1.3% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 28 May 2026 | Charity Isely | Open Market Disposition | -3,000 | $29.04 | 10,697 | |
| 25 May 2026 | Charity Isely | Intent to Sell (Form 144) | -3,000 | $28.76 | – | |
| 4 Mar 2026 | Sandra Buffa | Director | Derivative Exercise and Retained | +1,532 | – | 13,551 |
| 4 Mar 2026 | Edward Cerkovnik | Independent Director | Derivative Exercise and Retained | +1,532 | – | 61,748 |
| 4 Mar 2026 | David Rooney | Independent Director | Derivative Exercise and Retained | +1,532 | – | 20,364 |
| 3 Mar 2026 | Sandra Buffa | Director | Other Derivative Acquisition | +2,253 | – | 3,785 |
| 3 Mar 2026 | Edward Cerkovnik | Independent Director | Other Derivative Acquisition | +2,253 | – | 3,785 |
| 3 Mar 2026 | David Rooney | Independent Director | Other Derivative Acquisition | +2,253 | – | 3,785 |
| 2 Nov 2025 | Kemper Isely | Chairman & Co-President | Derivative Exercise and Sale | -1,150 | $32.09 | 3,232,781 |
| 2 Nov 2025 | Kemper Isely | Chairman & Co-President | Derivative Exercise and Retained | +2,850 | – | 3,232,781 |
| 2 Nov 2025 | Charity Isely | Derivative Exercise and Sale | -593 | $32.09 | 13,697 | |
| 2 Nov 2025 | Charity Isely | Derivative Exercise and Retained | +1,407 | – | 13,697 | |
| 2 Nov 2025 | Robert Linnane | Derivative Exercise and Sale | -659 | $32.09 | 3,818 | |
| 2 Nov 2025 | Robert Linnane | Derivative Exercise and Retained | +1,341 | – | 3,818 | |
| 30 Oct 2025 | Kemper Isely | Chairman & Co-President | Other Derivative Acquisition | +2,334 | – | 13,334 |
| 30 Oct 2025 | Charity Isely | Other Derivative Acquisition | +1,167 | – | 6,667 | |
| 30 Oct 2025 | Robert Linnane | Other Derivative Acquisition | +1,167 | – | 6,667 | |
| 30 Sep 2025 | Kemper Isely | Chairman & Co-President | Derivative Exercise and Sale | -157 | $40.00 | 112,119 |
| 30 Sep 2025 | Kemper Isely | Chairman & Co-President | Derivative Exercise and Retained | +323 | – | 112,119 |
| 24 Aug 2025 | Lark Isely | Open Market Disposition | -500 | $41.00 | 4,182 |
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 | 912,663 | 4.0% | 6.2 |
| 31 Aug 2026 | 817,785 | 3.5% | 5.4 |
| 14 Aug 2026 | 809,910 | 3.5% | 4.2 |
| 31 Jul 2026 | 738,721 | 3.2% | 6.9 |
| 15 Jul 2026 | 677,297 | 2.9% | 6.5 |
| 30 Jun 2026 | 635,150 | 2.8% | 4.2 |
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