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: −$787.4K (8 inflow days, 12 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 53.2% of shares outstanding.
Reported short interest has risen from 11.88% to 12.48% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Lawrence Waldman | Individual/Insider | 2026/Q3 | +100,574 | 0.2% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +221,917 | 0.5% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +136,190 | 0.3% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +756,031 | 4.9% |
| BlackRock | Mutual Fund | 2026/Q3 | +595,571 | 2.0% |
| Nicholas Investment Partners, L.P. | Mutual Fund | 2026/Q3 | +573,285 | 1.9% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +325,000 | 0.8% |
| AllianceBernstein | Mutual Fund | 2026/Q3 | +279,316 | 3.7% |
| Silvercrest Asset Management Group LLC | Mutual Fund | 2026/Q3 | +269,703 | 0.6% |
| Teachers Insurance and Annuity Association-College Retirement Equities Fund | Mutual Fund | 2026/Q3 | +226,140 | 0.5% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +179,132 | 0.7% |
| Legato Capital Management, LLC | Mutual Fund | 2026/Q3 | +129,707 | 0.4% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +122,782 | 0.4% |
| Nuveen Investments | Mutual Fund | 2026/Q3 | +109,482 | 0.3% |
| Tudor Investment Corporation | Hedge Fund | 2026/Q3 | +104,297 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 13 Sep 2026 | Chris Folena | Chief Accounting Officer | Open Market Disposition | -662 | $16.98 | 12,062 |
| 13 Sep 2026 | Cassandra Curtis | Co-Founder, Chief Innovation Officer & Director | Open Market Disposition | -68 | $16.98 | 432,840 |
| 13 Sep 2026 | Lawrence Waldman | President | Open Market Disposition | -1,102 | $16.98 | 100,574 |
| 9 Aug 2026 | Chris Folena | Chief Accounting Officer | Open Market Disposition | -724 | $18.01 | 12,724 |
| 9 Aug 2026 | Cassandra Curtis | Co-Founder, Chief Innovation Officer & Director | Open Market Disposition | -75 | $18.01 | 419,460 |
| 9 Aug 2026 | Lawrence Waldman | President | Open Market Disposition | -1,206 | $18.01 | – |
| 4 Aug 2026 | Lawrence Peiros | Independent Director | Other Acquisition | +144,907 | – | 144,907 |
| 4 Aug 2026 | Lawrence Peiros | Independent Director | Other Disposition | -144,907 | – | 144,907 |
| 4 May 2026 | Lawrence Waldman | President | Other Acquisition | +68,027 | – | – |
| 11 Mar 2026 | Chris Folena | Chief Accounting Officer | Other Acquisition | +7,371 | – | 13,448 |
| 11 Mar 2026 | Cassandra Curtis | Co-Founder, Chief Innovation Officer & Director | Other Acquisition | +7,371 | – | 13,448 |
| 11 Mar 2026 | Lawrence Waldman | President | Other Acquisition | +12,285 | – | – |
| 8 Feb 2026 | Lawrence Peiros | Independent Director | Other Acquisition | +6,112 | – | 6,112 |
| 8 Feb 2026 | Lawrence Peiros | Independent Director | Other Acquisition | +81,514 | – | 144,907 |
| 8 Feb 2026 | Lawrence Peiros | Independent Director | Derivative Sale to Issuer | -57,372 | – | – |
| 8 Feb 2026 | Lawrence Peiros | Independent Director | Derivative Sale to Issuer | -24,142 | – | – |
| 8 Feb 2026 | Walter Robb | Independent Director | Other Acquisition | +6,112 | – | 6,112 |
| 8 Feb 2026 | Walter Robb | Independent Director | Other Acquisition | +134,303 | – | 139,858 |
| 8 Feb 2026 | Walter Robb | Independent Director | Private Acquisition | +5,555 | $18.00 | 139,858 |
| 8 Feb 2026 | Walter Robb | Independent Director | Derivative Sale to Issuer | -101,354 | – | – |
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 | 5,242,373 | 12.5% | 14.8 |
| 31 Aug 2026 | 5,094,088 | 12.1% | 14.7 |
| 14 Aug 2026 | 5,184,302 | 12.3% | 9.0 |
| 31 Jul 2026 | 5,721,999 | 13.7% | 14.1 |
| 15 Jul 2026 | 5,377,413 | 12.8% | 8.8 |
| 30 Jun 2026 | 4,977,362 | 11.9% | 6.8 |
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