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: −$4.67M (6 inflow days, 14 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 29.6% of shares outstanding.
Reported short interest has risen from 2.94% to 3.27% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Emerald Advisers, LLC | Mutual Fund | 2026/Q3 | +2,647,965 | 3.1% |
| MFS Investment Management | Mutual Fund | 2026/Q3 | +1,452,984 | 1.7% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +891,036 | 1.2% |
| BlackRock | Mutual Fund | 2026/Q3 | +737,798 | 9.4% |
| Invesco Capital Management LLC | Mutual Fund | 2026/Q3 | +730,677 | 1.1% |
| First Trust Advisors L.P. | Mutual Fund | 2026/Q3 | +538,191 | 0.6% |
| Wellington Management Group | Mutual Fund | 2026/Q3 | +525,718 | 0.9% |
| First Eagle Investment Management, LLC | Mutual Fund | 2026/Q3 | +447,181 | 0.8% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +323,100 | 0.4% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +303,814 | 0.4% |
| Marshall Wace LLP | Hedge Fund | 2026/Q3 | +281,617 | 0.4% |
| Edgestream Partners, L.P. | Hedge Fund | 2026/Q3 | +258,097 | 0.3% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +241,683 | 4.9% |
| D. E. Shaw & Co., L.P. | Hedge Fund | 2026/Q3 | +230,564 | 0.4% |
| Teacher Retirement System of Texas | Government Pension Fund | 2026/Q3 | +217,565 | 0.3% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 21 Sep 2026 | James Barton | Executive Vice President of Commercial Growth & Operations | Other Acquisition | +12,850 | – | 12,850 |
| 8 Sep 2026 | Matthew Warren | Chief Accounting Officer | Automatic Disposition | -2,991 | $13.41 | 51,439 |
| 30 Aug 2026 | Matthew Warren | Chief Accounting Officer | Initial Statement of Beneficial | +0 | – | 21,066 |
| 26 Aug 2026 | Rose Robeson | Independent Chairperson | Automatic Disposition | -10,000 | $13.49 | 215,147 |
| 16 Aug 2026 | Michael Lewis | Independent Director | Automatic Disposition | -2,013 | $14.26 | 135,865 |
| 27 Jul 2026 | Kristen Pederson | Independent Director | Other Acquisition | +6,614 | – | 6,614 |
| 7 Jun 2026 | Lori Briggs | Corporate VP & President of Industrial Solutions | Automatic Disposition | -8,325 | $14.75 | 178,156 |
| 2 Jun 2026 | Matthew Lanigan | Chief Executive Officer | Automatic Disposition | -167,375 | $14.43 | 1,024,948 |
| 1 Jun 2026 | Lori Briggs | Corporate VP & President of Industrial Solutions | Derivative Exercise and Sale | -10,446 | $14.58 | 186,481 |
| 31 May 2026 | Gregg Piontek | Senior Vice President | Sale to Issuer | -36,089 | $14.31 | 808,709 |
| 31 May 2026 | Gregg Piontek | Senior Vice President | Derivative Exercise and Retained | +40,379 | – | 808,709 |
| 31 May 2026 | Matthew Lanigan | Chief Executive Officer | Sale to Issuer | -89,549 | $14.31 | 908,275 |
| 31 May 2026 | Matthew Lanigan | Chief Executive Officer | Derivative Exercise and Retained | +100,188 | – | 908,275 |
| 31 May 2026 | Lori Briggs | Corporate VP & President of Industrial Solutions | Sale to Issuer | -21,755 | $14.31 | 186,481 |
| 31 May 2026 | Lori Briggs | Corporate VP & President of Industrial Solutions | Derivative Exercise and Retained | +13,894 | – | 186,481 |
| 31 May 2026 | M. Fruge | VP, General Counsel, Chief Compliance Officer & Corporate Secretary | Sale to Issuer | -15,848 | $14.31 | 230,376 |
| 31 May 2026 | M. Fruge | VP, General Counsel, Chief Compliance Officer & Corporate Secretary | Derivative Exercise and Retained | +17,274 | – | 230,376 |
| 19 May 2026 | Rose Robeson | Independent Chairperson | Other Acquisition | +10,862 | – | 225,147 |
| 19 May 2026 | Michael Lewis | Independent Director | Other Acquisition | +8,558 | – | 137,878 |
| 19 May 2026 | John Minge | Independent Director | Other Acquisition | +8,558 | – | 253,942 |
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 | 2,776,208 | 3.3% | 3.9 |
| 31 Aug 2026 | 3,223,310 | 3.8% | 3.9 |
| 14 Aug 2026 | 3,097,902 | 3.6% | 4.3 |
| 31 Jul 2026 | 2,531,987 | 3.0% | 2.8 |
| 15 Jul 2026 | 2,455,772 | 2.9% | 2.7 |
| 30 Jun 2026 | 2,484,024 | 2.9% | 1.5 |
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