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: +$1.13M (11 inflow days, 9 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 32.0% of shares outstanding.
Reported short interest has risen from 18.13% to 24.76% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Kent McCarthy | Individual/Insider | 2026/Q3 | +5,400,000 | 5.1% |
| Conversant Capital LLC | Hedge Fund | 2026/Q3 | +1,872,220 | 5.1% |
| Hood River Capital Management LLC | Mutual Fund | 2026/Q3 | +8,596,985 | 8.1% |
| BlackRock | Mutual Fund | 2026/Q3 | +6,410,494 | 6.8% |
| Alan Bialobroda | Individual/Insider | 2026/Q3 | +4,450,000 | 7.0% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +3,984,091 | 3.9% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +2,189,027 | 3.6% |
| Tyro Capital Management, LLC | Hedge Fund | 2026/Q3 | +1,922,883 | 1.8% |
| Marshall Wace LLP | Hedge Fund | 2026/Q3 | +1,855,599 | 2.0% |
| Alyeska Investment Group, L.P. | Hedge Fund | 2026/Q3 | +1,712,686 | 1.6% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,641,646 | 2.0% |
| SEI Investments Company | Mutual Fund | 2026/Q3 | +1,189,672 | 1.1% |
| Morgan Stanley | Public Company | 2026/Q3 | +1,179,063 | 1.5% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +951,192 | 1.2% |
| Mirae Asset Global Investments Co., Ltd | Mutual Fund | 2026/Q3 | +896,335 | 0.8% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 21 Jun 2026 | Darin Rovell | Chief Accounting Officer | Other Acquisition | +325,000 | – | 325,000 |
| 21 Jun 2026 | Darin Rovell | Chief Accounting Officer | Initial Statement of Beneficial | +0 | – | – |
| 27 Apr 2026 | Andrew Casazza | Chief Corporate Officer | Other Acquisition | +8,333 | – | 8,333 |
| 27 Apr 2026 | Andrew Casazza | Chief Corporate Officer | Other Acquisition | +391,666 | – | 391,667 |
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 | 26,385,727 | 24.8% | 4.3 |
| 31 Aug 2026 | 26,865,314 | 25.2% | 4.4 |
| 14 Aug 2026 | 26,838,729 | 26.5% | 5.6 |
| 31 Jul 2026 | 23,478,902 | 23.2% | 2.9 |
| 15 Jul 2026 | 23,402,266 | 23.1% | 2.6 |
| 30 Jun 2026 | 18,365,648 | 18.1% | 1.9 |
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