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: −$953.0K (10 inflow days, 10 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 47.5% of shares outstanding.
Reported short interest has fallen from 6.26% to 5.38% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| AE Industrial Partners, LP | VC/PE Fund | 2026/Q3 | +2,289,366 | 24.0% |
| Tokio Marine Asset Management Co., Ltd. | Mutual Fund | 2026/Q3 | +1,614,700 | 1.2% |
| Tema ETFs LLC | Mutual Fund | 2026/Q3 | +1,903,558 | 1.4% |
| Tidal Investments LLC | Mutual Fund | 2026/Q3 | +1,843,269 | 1.3% |
| Mirae Asset Global Investments Co., Ltd | Mutual Fund | 2026/Q3 | +1,361,373 | 1.0% |
| Westwood Management Corp. | Mutual Fund | 2026/Q3 | +1,327,720 | 1.3% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +1,087,889 | 1.0% |
| Hood River Capital Management LLC | Mutual Fund | 2026/Q3 | +975,432 | 1.4% |
| Frontier Capital Management | Mutual Fund | 2026/Q3 | +733,025 | 0.5% |
| Penserra Capital Management LLC | Mutual Fund | 2026/Q3 | +641,961 | 0.5% |
| Temasek Holdings | VC/PE Fund | 2026/Q3 | +577,774 | 0.7% |
| Voya Investment Management LLC | Mutual Fund | 2026/Q3 | +540,708 | 1.2% |
| Systematic Financial Management LP | Mutual Fund | 2026/Q3 | +504,266 | 0.7% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +458,908 | 1.1% |
| Nissay Asset Management Corporation | Mutual Fund | 2026/Q3 | +345,127 | 0.3% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 6 Aug 2026 | BlackRock | Open Market Disposition | -401,674 | $11.60 | 16,517,115 | |
| 4 Aug 2026 | BlackRock | Private Disposition | -11,884 | $15.28 | 16,918,789 | |
| 4 Aug 2026 | BlackRock | Open Market Disposition | -662,720 | $15.58 | 16,918,789 | |
| 2 Aug 2026 | BlackRock | Open Market Disposition | -49,328 | $15.14 | 17,593,393 | |
| 29 Jul 2026 | BlackRock | Open Market Disposition | -204,213 | $15.31 | 17,642,721 | |
| 7 Jul 2026 | AE Industrial Partners, LP | Other Acquisition | +2,289,366 | $34.00 | 31,102,522 | |
| 3 Jun 2026 | AE Industrial Partners, LP | Other Acquisition | +430,134 | $34.00 | 28,813,156 | |
| 9 Apr 2026 | Janine Davidson | Director | Other Acquisition | +4,381 | – | 4,381 |
| 29 Jan 2026 | BlackRock | Open Market Acquisition | +752,500 | $34.00 | – | |
| 29 Jan 2026 | Brian Frantz | Chief Accounting Officer | Other Acquisition | +10,294 | – | 10,294 |
| 29 Jan 2026 | Tamara Erwin | Other Acquisition | +5,294 | – | 5,294 | |
| 29 Jan 2026 | Tamara Erwin | Open Market Acquisition | +2,941 | $34.00 | 74,690 | |
| 29 Jan 2026 | Kirk Konert | Chairperson | Other Acquisition | +5,294 | – | 5,294 |
| 29 Jan 2026 | Dirk Wallinger | Founder, CEO & President | Other Acquisition | +211,176 | – | 211,176 |
| 29 Jan 2026 | Kevin Messerle | Chief Financial Officer | Other Acquisition | +80,882 | – | 80,882 |
| 29 Jan 2026 | Tyler Letarte | Director | Other Acquisition | +5,294 | – | 5,294 |
| 29 Jan 2026 | Tyler Letarte | Director | Open Market Acquisition | +1,470 | $34.00 | 1,470 |
| 29 Jan 2026 | Louis Brothers | Independent Director | Other Acquisition | +5,294 | – | 5,294 |
| 29 Jan 2026 | Devjyoti Rudra | Chief Supply Chain Officer | Other Acquisition | +23,529 | – | 23,529 |
| 29 Jan 2026 | Andrew Boyd | Independent Director | Other Acquisition | +5,294 | – | 5,294 |
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 | 7,384,125 | 5.4% | 2.6 |
| 31 Aug 2026 | 7,841,749 | 5.7% | 2.4 |
| 14 Aug 2026 | 6,026,103 | 4.7% | 1.5 |
| 31 Jul 2026 | 8,332,309 | 6.4% | 5.8 |
| 15 Jul 2026 | 8,476,256 | 6.5% | 8.1 |
| 30 Jun 2026 | 8,118,528 | 6.3% | 4.7 |
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