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: −$1.73M (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 64.8% of shares outstanding.
Reported short interest has risen from 5.22% to 7.42% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Morgan Stanley | Public Company | 2026/Q3 | +429,497 | 0.9% |
| Bridgeway Capital Management, LLC | Mutual Fund | 2026/Q3 | +389,272 | 0.6% |
| D. E. Shaw & Co., L.P. | Hedge Fund | 2026/Q3 | +352,791 | 1.3% |
| Jacobs Levy Equity Management Inc | Mutual Fund | 2026/Q3 | +310,766 | 1.6% |
| Hudson River Trading LLC | Private Company | 2026/Q3 | +275,322 | 0.8% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +198,318 | 0.5% |
| FMR | Mutual Fund | 2026/Q3 | +197,564 | 1.0% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +195,870 | 0.4% |
| Citigroup Inc. | Public Company | 2026/Q3 | +137,887 | 0.2% |
| GW&K Investment Management, LLC | Mutual Fund | 2026/Q3 | +130,802 | 0.3% |
| Mackenzie Financial Corporation | Mutual Fund | 2026/Q3 | +124,379 | 0.3% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +111,029 | 2.2% |
| Nuveen Investments | Mutual Fund | 2026/Q3 | +103,942 | 0.2% |
| Vanguard Global Advisers, LLC | Mutual Fund | 2026/Q3 | +84,528 | 0.2% |
| Leap Investments LP | Mutual Fund | 2026/Q3 | +83,800 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 31 Aug 2026 | Jun Lee | Chief Financial Officer | Sale to Issuer | -13,299 | $9.78 | 59,721 |
| 31 Aug 2026 | Tim Chen | Co-founder, Chairman & CEO | Sale to Issuer | -7,723 | $9.78 | 508,687 |
| 31 Aug 2026 | Sam Mischner | Chief Revenue Officer & Head of Home | Sale to Issuer | -22,643 | $9.78 | 35,307 |
| 31 Aug 2026 | Nicholas Tatum | Officer | Sale to Issuer | -2,990 | $9.78 | 20,442 |
| 1 Jul 2026 | Samuel Yount | Vice President of Consumer Credit | Intent to Sell (Form 144) | -33,153 | $9.41 | – |
| 29 Jun 2026 | Topline Capital Management, LLC | Open Market Disposition | -1,961,860 | $9.27 | 3,289,285 | |
| 31 May 2026 | Jun Lee | Chief Financial Officer | Sale to Issuer | -47,876 | $8.75 | 47,024 |
| 31 May 2026 | Tim Chen | Co-founder, Chairman & CEO | Sale to Issuer | -15,309 | $8.75 | 501,173 |
| 31 May 2026 | Sam Mischner | Chief Revenue Officer & Head of Home | Sale to Issuer | -1,572 | $8.75 | 4,072 |
| 31 May 2026 | Nicholas Tatum | Officer | Sale to Issuer | -3,263 | $8.75 | 16,345 |
| 21 May 2026 | Teresa Chia | Director | Other Acquisition | +39,474 | – | 39,474 |
| 20 May 2026 | Kenneth McBride | Independent Director | Other Acquisition | +19,494 | – | 19,494 |
| 20 May 2026 | Anthony Ling | Independent Director | Other Acquisition | +19,494 | – | 31,492 |
| 20 May 2026 | Lynne Laube | Independent Director | Other Acquisition | +19,494 | – | 19,494 |
| 19 May 2026 | Anthony Ling | Independent Director | Other Acquisition | +17,946 | – | 17,996 |
| 2 Apr 2026 | Sam Mischner | Chief Revenue Officer & Head of Home | Initial Statement of Beneficial | +0 | – | 251,297 |
| 17 Mar 2026 | Jun Lee | Chief Financial Officer | Other Acquisition | +128,326 | – | 415,958 |
| 17 Mar 2026 | Jun Lee | Chief Financial Officer | Other Derivative Acquisition | +256,653 | $10.18 | 831,916 |
| 17 Mar 2026 | Nicholas Tatum | Officer | Other Acquisition | +28,517 | – | 63,845 |
| 16 Mar 2026 | Samuel Yount | Vice President of Consumer Credit | Open Market Disposition | -71,988 | $10.33 | 810,329 |
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 | 4,740,785 | 7.4% | 7.4 |
| 31 Aug 2026 | 3,760,284 | 5.9% | 6.3 |
| 14 Aug 2026 | 4,066,302 | 6.4% | 4.4 |
| 31 Jul 2026 | 3,641,524 | 5.5% | 7.0 |
| 15 Jul 2026 | 3,665,100 | 5.6% | 6.1 |
| 30 Jun 2026 | 3,435,222 | 5.2% | 4.3 |
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