First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
SYLEBRA CAPITAL LLCCIK 0002003074 | 16,228,553 | $213.57M | – | no_change |
Canaan Partners XI LLCCIK 0001850694 | 3,597,039 | $47.34M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 2,770,212 | $36.46M | +69,887 | ↑ INC |
Apollo Management Holdings, L.P.CIK 0001449434 | 1,390,725 | $18.30M | – | no_change |
Point72 Asset Management, L.P.CIK 0001603466 | 1,291,920 | $17.00M | +529,795 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 1,231,362 | $16.20M | -498,962 | ↓ DEC |
Think Investments LPCIK 0001635999 | 1,200,000 | $15.79M | +1,200,000 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,189,728 | $15.66M | +1,189,728 | NEW |
Delta Global Management LPCIK 0001992724 | 1,105,868 | $14.55M | -517,280 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 1,016,522 | $13.38M | +41,319 | ↑ INC |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCCIK 0001638555 | 920,000 | $12.11M | +920,000 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 877,923 | $11.56M | +50,376 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 869,248 | $11.44M | +339,366 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 868,244 | $11.43M | +344,838 | ↑ INC |
Flight Deck Capital, LPCIK 0001861705 | 807,021 | $10.62M | +45,200 | ↑ INC |
Wasserstein Management, L.P.CIK 0001751492 | 700,163 | $9.21M | +700,163 | NEW |
UBS Group AGCIK 0001610520 | 553,655 | $7.29M | +178,700 | ↑ INC |
Melqart Asset Management (UK) LtdCIK 0001712901 | 524,686 | $6.90M | -22,750 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 462,310 | $6.08M | -175,495 | ↓ DEC |
FMR LLCCIK 0000315066 | 337,044 | $4.44M | +70,558 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 297,935 | $3.92M | -350,834 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 290,564 | $3.82M | +25,837 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 277,847 | $3.66M | +277,847 | NEW |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 254,195 | $3.35M | -3,316 | ↓ DEC |
SCOGGIN MANAGEMENT LPCIK 0001086416 | 250,000 | $3.29M | -25,000 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Think Investments LPNEW | +1,200,000 | $15.79M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,189,728 | $15.66M |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCNEW | +920,000 | $12.11M |
Wasserstein Management, L.P.NEW | +700,163 | $9.21M |
Point72 Asset Management, L.P.↑ INC | +529,795 | $17.00M |
MORGAN STANLEY↑ INC | +344,838 | $11.43M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +339,366 | $11.44M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +277,847 | $3.66M |
Parkwood LLC↑ INC | +230,000 | $16.59K |
VANGUARD FIDUCIARY TRUST CONEW | +206,777 | $2.72M |
| Filer | Δ Shares | Value |
|---|---|---|
Delta Global Management LP↓ DEC | -517,280 | $14.55M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -498,962 | $16.20M |
GOLDMAN SACHS GROUP INC↓ DEC | -350,834 | $3.92M |
Caption Management, LLC↓ DEC | -350,489 | $585.76K |
CAPTRUST FINANCIAL ADVISORS↓ DEC | -339,250 | $173.74K |
TWO SIGMA INVESTMENTS, LP↓ DEC | -267,606 | $2.30M |
CITADEL ADVISORS LLC↓ DEC | -175,495 | $6.08M |
JANE STREET GROUP, LLC↓ DEC | -155,204 | $148.71K |
CITIGROUP INC↓ DEC | -92,169 | $100.71K |
FIRST TRUST ADVISORS LP↓ DEC | -86,840 | $3.26M |