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: −$2.59M (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 41.4% of shares outstanding.
Reported short interest has risen from 15.79% to 19.11% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| CX Institutional, LLC | Family Office/Trust | 2026/Q3 | +217,734 | 0.4% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +128,137 | 0.2% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +705,698 | 1.5% |
| FMR | Mutual Fund | 2026/Q3 | +566,202 | 2.3% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +454,219 | 5.8% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +361,931 | 3.4% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +259,477 | 0.5% |
| Teachers Insurance and Annuity Association-College Retirement Equities Fund | Mutual Fund | 2026/Q3 | +252,270 | 0.7% |
| Wells Fargo & Company | Public Company | 2026/Q3 | +219,444 | 0.5% |
| Morgan Stanley | Public Company | 2026/Q3 | +187,948 | 1.3% |
| AHL Partners LLP | Hedge Fund | 2026/Q3 | +177,963 | 0.3% |
| Evli Fund Management Company Ltd. | Mutual Fund | 2026/Q3 | +162,496 | 0.3% |
| Cygnus Capital Advisors, LLC | Hedge Fund | 2026/Q3 | +162,050 | 0.3% |
| Axxion S.A | Mutual Fund | 2026/Q3 | +158,000 | 0.3% |
| Odyssean, LLC | Mutual Fund | 2026/Q3 | +128,693 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 30 Sep 2026 | Jeremy Stoppelman | Chief Executive Officer | Sale to Issuer | -20,481 | $18.11 | 897,974 |
| 30 Sep 2026 | Carmen Amara | Chief Human Resources Officer | Automatic Disposition | -500 | $18.60 | 11,738 |
| 2 Sep 2026 | Akhil Ramesh | Senior Vice President of Product | Initial Statement of Beneficial | +0 | – | 39,057 |
| 31 Aug 2026 | Carmen Amara | Chief Human Resources Officer | Automatic Disposition | -500 | $22.14 | 8,767 |
| 23 Aug 2026 | Alex Levy | Senior Vice President of B2B Engineering | Automatic Disposition | -3,829 | $23.40 | 9,126 |
| 20 Aug 2026 | David Schwarzbach | Chief Financial Officer | Automatic Disposition | -8,809 | $23.19 | 31,777 |
| 19 Aug 2026 | Jeremy Stoppelman | Chief Executive Officer | Sale to Issuer | -20,479 | $23.60 | 918,455 |
| 19 Aug 2026 | David Schwarzbach | Chief Financial Officer | Sale to Issuer | -10,013 | $23.60 | 31,777 |
| 19 Aug 2026 | Joseph Nachman | Chief Operating Officer | Sale to Issuer | -10,333 | $23.60 | 92,084 |
| 19 Aug 2026 | Carmen Amara | Chief Human Resources Officer | Sale to Issuer | -4,955 | $23.60 | 9,266 |
| 19 Aug 2026 | Alex Levy | Senior Vice President of B2B Engineering | Sale to Issuer | -2,477 | $23.60 | 9,126 |
| 2 Aug 2026 | Joseph Nachman | Chief Operating Officer | Automatic Disposition | -4,500 | $26.91 | 105,262 |
| 1 Jul 2026 | Carmen Amara | Chief Human Resources Officer | Automatic Disposition | -24,733 | $27.00 | 5,108 |
| 30 Jun 2026 | Joseph Nachman | Chief Operating Officer | Intent to Sell (Form 144) | -4,500 | $25.00 | – |
| 30 Jun 2026 | Alex Levy | Senior Vice President of B2B Engineering | Other Acquisition | +14,762 | – | 47,852 |
| 30 Jun 2026 | Alex Levy | Senior Vice President of B2B Engineering | Initial Statement of Beneficial | +0 | – | 15,432 |
| 30 Jun 2026 | Joseph Nachman | Chief Operating Officer | Automatic Disposition | -13,500 | $25.00 | 97,740 |
| 29 Jun 2026 | Joseph Nachman | Chief Operating Officer | Intent to Sell (Form 144) | -9,000 | $25.00 | – |
| 4 Jun 2026 | Fred Anderson | Independent Director | Other Acquisition | +10,646 | – | 13,012 |
| 4 Jun 2026 | Sharon Rothstein | Independent Non-Executive Director | Other Acquisition | +10,646 | – | 10,646 |
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 | 10,372,166 | 19.1% | 8.1 |
| 31 Aug 2026 | 9,183,427 | 16.9% | 9.9 |
| 14 Aug 2026 | 8,635,166 | 15.9% | 6.8 |
| 31 Jul 2026 | 8,541,194 | 15.5% | 9.9 |
| 15 Jul 2026 | 9,040,893 | 16.4% | 7.4 |
| 30 Jun 2026 | 8,685,644 | 15.8% | 5.6 |
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