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: −$168.3K (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 51.5% of shares outstanding.
Reported short interest has held roughly steady near 2.42% 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 | +45,032 | 0.1% |
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +238,820 | 1.4% |
| GAMCO Investors, Inc. | Mutual Fund | 2026/Q3 | +229,428 | 1.5% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +220,430 | 1.0% |
| Renaissance Technologies Corp. | Hedge Fund | 2026/Q3 | +172,600 | 0.5% |
| Morgan Stanley | Public Company | 2026/Q3 | +146,683 | 1.1% |
| Arax Advisory Partners, LLC | Mutual Fund | 2026/Q3 | +140,964 | 0.4% |
| BlackRock | Mutual Fund | 2026/Q3 | +133,268 | 5.8% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +131,300 | 0.4% |
| Teachers Insurance and Annuity Association-College Retirement Equities Fund | Mutual Fund | 2026/Q3 | +128,006 | 1.4% |
| Qube Research & Technologies Ltd | Mutual Fund | 2026/Q3 | +89,092 | 0.8% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +69,793 | 0.6% |
| JPMorgan Chase & Co. | Public Company | 2026/Q3 | +66,925 | 0.7% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +62,751 | 5.9% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +54,371 | 0.3% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 1 Jul 2026 | Bradley Smith | Independent Director | Other Acquisition | +1,768 | – | 107,263 |
| 1 Jul 2026 | Lesley Goldwasser | Lead Independent Director | Other Acquisition | +1,061 | – | 116,615 |
| 26 May 2026 | Jonathan Ilany | Chief Executive Officer | Open Market Acquisition | +990 | $17.45 | 467,753 |
| 1 Apr 2026 | Bradley Smith | Independent Director | Other Acquisition | +1,907 | – | 105,495 |
| 1 Apr 2026 | Lesley Goldwasser | Lead Independent Director | Other Acquisition | +1,144 | – | 115,554 |
| 11 Mar 2026 | Scott McKinney | Chief Financial Officer | Open Market Acquisition | +3,832 | $16.15 | 103,939 |
| 19 Feb 2026 | Scott McKinney | Chief Financial Officer | Derivative Exercise and Sale | -5,143 | $17.06 | 100,107 |
| 19 Feb 2026 | Scott McKinney | Chief Financial Officer | Derivative Exercise and Retained | +9,967 | – | 100,107 |
| 7 Jan 2026 | Lesley Goldwasser | Lead Independent Director | Other Acquisition | +2,048 | – | 114,410 |
| 7 Jan 2026 | Paul Friedman | Independent Director | Other Acquisition | +2,048 | – | 122,398 |
| 21 Dec 2025 | Neil Rifkind | Vice President | Intent to Sell (Form 144) | -2,030 | $18.20 | – |
| 6 Nov 2025 | Dominique Mielle | Independent Director | Open Market Acquisition | +5,500 | $18.29 | 70,712 |
| 2 Oct 2025 | Lesley Goldwasser | Lead Independent Director | Other Acquisition | +1,807 | – | 112,362 |
| 2 Oct 2025 | Paul Friedman | Independent Director | Other Acquisition | +1,807 | – | 120,350 |
| 14 Sep 2025 | Jonathan Ilany | Chief Executive Officer | Derivative Exercise and Sale | -223,318 | $23.70 | 466,763 |
| 14 Sep 2025 | Jonathan Ilany | Chief Executive Officer | Derivative Exercise and Retained | +127,837 | $6.65 | 466,763 |
| 11 Sep 2025 | Michael Barnes | Executive Chairperson | Derivative Exercise and Sale | -40,638 | $25.49 | 10,085,428 |
| 11 Sep 2025 | Michael Barnes | Executive Chairperson | Derivative Exercise and Retained | +122,520 | $6.65 | 10,085,428 |
| 1 Sep 2025 | Jonathan Ilany | Chief Executive Officer | Sale to Issuer | -76,130 | $23.36 | 338,926 |
| 1 Sep 2025 | Jonathan Ilany | Chief Executive Officer | Derivative Exercise and Sale | -13,704 | $23.36 | 338,926 |
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 | 899,930 | 2.4% | 6.1 |
| 31 Aug 2026 | 878,147 | 2.4% | 3.7 |
| 14 Aug 2026 | 854,003 | 2.3% | 4.5 |
| 31 Jul 2026 | 804,448 | 2.2% | 3.6 |
| 15 Jul 2026 | 851,600 | 2.3% | 4.0 |
| 30 Jun 2026 | 889,835 | 2.4% | 2.7 |
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