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: −$1.46M (7 inflow days, 13 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 30.2% of shares outstanding.
Reported short interest has risen from 13.45% to 15.03% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Divisadero Street Capital Management, LP | Hedge Fund | 2026/Q3 | +969,725 | 6.3% |
| Qube Research & Technologies Ltd | Mutual Fund | 2026/Q3 | +322,215 | 2.3% |
| First Trust Advisors L.P. | Mutual Fund | 2026/Q3 | +285,532 | 4.9% |
| Copeland Capital Management, LLC | Mutual Fund | 2026/Q3 | +283,115 | 3.4% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +261,981 | 3.1% |
| Bank of America Corporation | Public Company | 2026/Q3 | +261,310 | 2.7% |
| Maple Rock Capital Partners Inc. | Hedge Fund | 2026/Q3 | +250,800 | 3.4% |
| Morgan Stanley | Public Company | 2026/Q3 | +233,648 | 1.5% |
| Mackenzie Financial Corporation | Mutual Fund | 2026/Q3 | +193,154 | 1.0% |
| BlackRock | Mutual Fund | 2026/Q3 | +147,996 | 8.1% |
| Jane Street Group, LLC | Private Company | 2026/Q3 | +131,164 | 1.0% |
| Global Endowment Management, LP | Endowment Fund | 2026/Q3 | +126,808 | 0.6% |
| Strategic Wealth Partners, Ltd. | Mutual Fund | 2026/Q3 | +112,691 | 0.6% |
| D. E. Shaw & Co., L.P. | Hedge Fund | 2026/Q3 | +99,753 | 1.2% |
| Point72 Asset Management, L.P. | Hedge Fund | 2026/Q3 | +86,470 | 0.4% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 11 May 2026 | Brian Wigginton | Chief Accounting Officer | Open Market Disposition | -4,000 | $91.67 | 4,603 |
| 10 May 2026 | Kathleen Shanahan | Independent Director | Other Acquisition | +1,295 | $92.71 | 1,295 |
| 10 May 2026 | Lawrence Wexler | Director | Other Acquisition | +1,295 | $92.71 | 2,442 |
| 10 May 2026 | Gregory H. Baxter | Director | Other Acquisition | +1,295 | $92.71 | 1,295 |
| 10 May 2026 | H. C. Diao | Independent Director | Other Acquisition | +1,295 | $92.71 | 1,295 |
| 10 May 2026 | Stephen Usher | Independent Director | Other Acquisition | +1,295 | $92.71 | 1,295 |
| 10 May 2026 | John Catsimatidis | Independent Director | Other Acquisition | +1,295 | $92.71 | 1,295 |
| 10 May 2026 | Ashley Frushone | Lead Independent Director | Other Acquisition | +1,295 | $92.71 | 1,295 |
| 10 May 2026 | Rohith Reddy | Director | Other Acquisition | +1,295 | $92.71 | 1,295 |
| 23 Mar 2026 | Graham Purdy | Chief Executive Officer | Other Acquisition | +8,638 | $86.83 | 27,094 |
| 3 Mar 2026 | Andrew Flynn | Senior Vice President | Other Acquisition | +2,721 | $107.57 | 7,499 |
| 3 Mar 2026 | Andrew Flynn | Senior Vice President | Open Market Disposition | -2,000 | $97.57 | 1,944 |
| 2 Mar 2026 | David Glazek | Executive Chairperson | Other Acquisition | +4,535 | $107.57 | 40,491 |
| 2 Mar 2026 | Brittani Cushman | Senior Vice President | Other Acquisition | +2,181 | $107.57 | 9,598 |
| 2 Mar 2026 | Graham Purdy | Chief Executive Officer | Other Acquisition | +4,535 | $107.57 | 29,431 |
| 2 Mar 2026 | Brian Wigginton | Chief Accounting Officer | Other Acquisition | +2,041 | $107.57 | 6,392 |
| 1 Mar 2026 | Lawrence Wexler | Director | Sale to Issuer | -3,393 | $100.14 | 284,189 |
| 1 Mar 2026 | Lawrence Wexler | Director | Other Acquisition | +9,296 | $108.51 | 284,189 |
| 1 Mar 2026 | David Glazek | Executive Chairperson | Sale to Issuer | -2,075 | $108.51 | 124,048 |
| 1 Mar 2026 | David Glazek | Executive Chairperson | Other Acquisition | +34,996 | $108.51 | 124,048 |
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 | 3,014,216 | 15.0% | 12.1 |
| 31 Aug 2026 | 2,796,253 | 13.9% | 11.5 |
| 14 Aug 2026 | 2,668,914 | 13.3% | 6.8 |
| 31 Jul 2026 | 2,608,430 | 13.5% | 7.2 |
| 15 Jul 2026 | 2,544,417 | 13.1% | 8.4 |
| 30 Jun 2026 | 2,604,434 | 13.4% | 4.6 |
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