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: −$269.8K (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 31.5% of shares outstanding.
Reported short interest has risen from 18.75% to 21.31% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +4,767,853 | 5.0% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +1,290,980 | 1.1% |
| Point72 Asset Management, L.P. | Hedge Fund | 2026/Q3 | +2,050,442 | 2.8% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +1,931,566 | 6.2% |
| Bank of America Corporation | Public Company | 2026/Q3 | +1,694,528 | 2.1% |
| Balyasny Asset Management L.P. | Hedge Fund | 2026/Q3 | +1,550,368 | 1.3% |
| Teachers Insurance and Annuity Association-College Retirement Equities Fund | Mutual Fund | 2026/Q3 | +1,406,449 | 1.4% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +1,084,719 | 1.7% |
| Portolan Capital Management, LLC | Hedge Fund | 2026/Q3 | +1,029,016 | 0.9% |
| Principal Global Investors, LLC | Mutual Fund | 2026/Q3 | +881,877 | 0.7% |
| Macquarie Investment Management Business Trust | Mutual Fund | 2026/Q3 | +707,859 | 0.6% |
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +661,304 | 0.9% |
| BlackRock | Mutual Fund | 2026/Q3 | +613,948 | 7.0% |
| Wellington Management Group | Mutual Fund | 2026/Q3 | +517,202 | 0.4% |
| Tudor Investment Corporation | Hedge Fund | 2026/Q3 | +436,474 | 0.9% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 16 Aug 2026 | Jason Cochran | Chief Operating Officer | Open Market Disposition | -4,809 | $6.21 | 38,566 |
| 16 Aug 2026 | Jamie McConnell | Chief Financial Officer & Accounting Officer | Open Market Disposition | -15,033 | $6.21 | 28,758 |
| 10 Jun 2026 | Bradley Singer | Independent Director | Other Acquisition | +24,115 | – | 176,922 |
| 10 Jun 2026 | Clifford Burrows | Lead Independent Director | Other Acquisition | +24,115 | – | 139,463 |
| 10 Jun 2026 | Montgomery Moran | Independent Director | Other Acquisition | +24,115 | – | 77,870 |
| 10 Jun 2026 | Julie Bornstein | Independent Director | Other Acquisition | +24,115 | – | 70,507 |
| 10 Jun 2026 | Neil Blumenthal | Independent Director | Other Acquisition | +24,115 | – | 123,287 |
| 10 Jun 2026 | Nathaniel Ru | Co-Founder, Treasurer, Chief Brand Officer & Director | Other Acquisition | +24,115 | – | 309,214 |
| 10 Jun 2026 | Dawn Tarnofsky-Ostroff | Independent Director | Other Acquisition | +24,115 | – | 37,870 |
| 17 May 2026 | Jason Cochran | Chief Operating Officer | Open Market Disposition | -15,038 | $7.99 | 26,308 |
| 17 May 2026 | Jamie McConnell | Chief Financial Officer & Accounting Officer | Open Market Disposition | -1,401 | $8.00 | 2,445 |
| 6 Apr 2026 | The Goldman Sachs Group, Inc. | Open Market Acquisition | +594,553 | $5.72 | 11,511,155 | |
| 5 Apr 2026 | The Goldman Sachs Group, Inc. | Initial Statement of Beneficial | +0 | – | 10,352,699 | |
| 5 Apr 2026 | Goldman Sachs Asset Management, L.P. | Initial Statement of Beneficial | +0 | – | 389,100 | |
| 14 Mar 2026 | Nicolas Jammet | Co-Founder, Secretary, Chief Concept Officer & Director | Other Acquisition | +53,846 | – | 1,553,846 |
| 14 Mar 2026 | Nicolas Jammet | Co-Founder, Secretary, Chief Concept Officer & Director | Other Derivative Acquisition | +76,923 | $5.32 | 76,923 |
| 14 Mar 2026 | Jason Cochran | Chief Operating Officer | Other Acquisition | +76,923 | – | 226,923 |
| 14 Mar 2026 | Jason Cochran | Chief Operating Officer | Other Derivative Acquisition | +109,890 | $5.32 | 109,890 |
| 14 Mar 2026 | Jamie McConnell | Chief Financial Officer & Accounting Officer | Other Acquisition | +76,923 | – | 226,923 |
| 14 Mar 2026 | Jamie McConnell | Chief Financial Officer & Accounting Officer | Other Derivative Acquisition | +109,890 | $5.32 | 109,890 |
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 | 25,371,158 | 21.3% | 5.0 |
| 31 Aug 2026 | 24,239,006 | 20.4% | 5.1 |
| 14 Aug 2026 | 23,854,005 | 20.0% | 2.9 |
| 31 Jul 2026 | 21,362,594 | 18.0% | 3.5 |
| 15 Jul 2026 | 21,231,426 | 17.9% | 4.5 |
| 30 Jun 2026 | 22,278,938 | 18.7% | 4.8 |
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