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: +$2.88M (13 inflow days, 7 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 33.4% of shares outstanding.
Reported short interest has fallen from 6.45% to 5.35% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +529,453 | 1.2% |
| Highbridge Capital Management, LLC | Hedge Fund | 2026/Q3 | +644,593 | 1.4% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +529,804 | 1.4% |
| Whitefort Capital Management, LP | Hedge Fund | 2026/Q3 | +420,656 | 2.4% |
| Teachers Insurance and Annuity Association-College Retirement Equities Fund | Mutual Fund | 2026/Q3 | +363,229 | 1.0% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +308,763 | 2.1% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +265,837 | 0.9% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +245,762 | 3.3% |
| BlackRock | Mutual Fund | 2026/Q3 | +214,494 | 7.2% |
| Simcoe Capital, LLC | Hedge Fund | 2026/Q3 | +207,651 | 1.5% |
| Boothbay Fund Management, LLC | Hedge Fund | 2026/Q3 | +181,615 | 0.4% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +158,767 | 0.6% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +107,453 | 0.4% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +103,653 | 1.4% |
| Leap Investments LP | Mutual Fund | 2026/Q3 | +100,500 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 4 Oct 2026 | Amar Goel | Founder, Chief Innovation Officer & Chairman | Automatic Disposition | -10,795 | $18.66 | 35,580 |
| 4 Oct 2026 | Steven Pantelick | Chief Financial Officer | Automatic Disposition | -22,173 | $18.66 | 10,353 |
| 4 Oct 2026 | Andrew Woods | General Counsel | Automatic Disposition | -10,079 | $18.65 | 39,761 |
| 1 Oct 2026 | Amar Goel | Founder, Chief Innovation Officer & Chairman | Derivative Exercise and Sale | -7,302 | $19.43 | 46,375 |
| 1 Oct 2026 | Steven Pantelick | Chief Financial Officer | Derivative Exercise and Sale | -23,491 | $19.43 | 32,526 |
| 1 Oct 2026 | Mukul Kumar | Co-Founder & President of Engineering | Derivative Exercise and Sale | -7,878 | $19.43 | 125,041 |
| 1 Oct 2026 | Rajeev Goel | Chief Executive Officer | Derivative Exercise and Sale | -50,233 | $19.43 | 47,424 |
| 1 Oct 2026 | Andrew Woods | General Counsel | Derivative Exercise and Sale | -5,744 | $19.43 | 49,840 |
| 30 Sep 2026 | Amar Goel | Founder, Chief Innovation Officer & Chairman | Derivative Exercise and Retained | +10,795 | – | 46,375 |
| 30 Sep 2026 | Steven Pantelick | Chief Financial Officer | Derivative Exercise and Retained | +22,173 | – | 32,526 |
| 30 Sep 2026 | Mukul Kumar | Co-Founder & President of Engineering | Derivative Exercise and Retained | +12,096 | – | 125,041 |
| 30 Sep 2026 | Rajeev Goel | Chief Executive Officer | Derivative Exercise and Retained | +47,424 | – | 47,424 |
| 30 Sep 2026 | Andrew Woods | General Counsel | Derivative Exercise and Retained | +10,079 | – | 49,840 |
| 30 Sep 2026 | Lisa Gimbel | Chief Accounting Officer & Principal Accounting Officer | Automatic Disposition | -500 | $18.99 | 15,927 |
| 23 Sep 2026 | Rajeev Goel | Chief Executive Officer | Other Disposition | -12,500 | – | 2,324,694 |
| 23 Sep 2026 | Rajeev Goel | Chief Executive Officer | Automatic Disposition | -16,083 | $18.54 | – |
| 23 Sep 2026 | Rajeev Goel | Chief Executive Officer | Derivative Exercise and Sale | -34,370 | $18.54 | – |
| 23 Sep 2026 | Rajeev Goel | Chief Executive Officer | Derivative Exercise and Sale | -21,870 | $2.15 | 2,324,694 |
| 15 Sep 2026 | Mukul Kumar | Co-Founder & President of Engineering | Derivative Exercise and Sale | -8,000 | – | 135,600 |
| 2 Sep 2026 | Amar Goel | Founder, Chief Innovation Officer & Chairman | Derivative Exercise and Sale | -6,250 | – | 4,234,306 |
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 | 2,438,982 | 5.4% | 4.3 |
| 31 Aug 2026 | 2,264,271 | 5.0% | 3.6 |
| 14 Aug 2026 | 2,070,275 | 4.5% | 2.0 |
| 31 Jul 2026 | 2,247,700 | 4.8% | 5.3 |
| 15 Jul 2026 | 2,944,796 | 6.3% | 6.7 |
| 30 Jun 2026 | 2,996,126 | 6.5% | 4.7 |
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