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 |
|---|---|---|---|---|
Lightspeed Management Company, L.L.C.CIK 0001702122 | 23,127,237 | $39.32M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 16,287,185 | $27.69M | -65,730 | ↓ DEC |
CYPRESS POINT INVESTMENT MANAGEMENT LPCIK 0002058475 | 14,537,172 | $24.71M | +2,689,208 | ↑ INC |
Haveli Investment Management LLCCIK 0002022286 | 10,848,873 | $18.44M | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 9,652,446 | $16.41M | +9,652,446 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 6,702,947 | $11.40M | +6,702,947 | NEW |
Capricorn Fund Managers LtdCIK 0001901361 | 6,499,507 | $11.05M | +6,499,507 | NEW |
Whitebark Investors LPCIK 0002042091 | 6,343,497 | $10.78M | +1,274,239 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 6,298,310 | $10.71M | +637,617 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 4,840,390 | $8.23M | -88,226 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 4,764,617 | $8.10M | +2,042,919 | ↑ INC |
EMERGENCE GP PARTNERS, LLCCIK 0001589115 | 4,244,379 | $7.22M | – | no_change |
Divisadero Street Capital Management, LPCIK 0001901865 | 3,175,092 | $5.40M | -2,526,030 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 2,599,177 | $4.42M | +227,422 | ↑ INC |
Irenic Capital Management LPCIK 0001929389 | 2,204,200 | $3.75M | -910,749 | ↓ DEC |
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414 | 2,165,366 | $3.68M | +2,076,625 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 1,901,037 | $3.23M | +25,702 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 1,870,870 | $3.18M | -151,977 | ↓ DEC |
MARSHALL WACE, LLPCIK 0001318757 | 1,731,356 | $2.94M | -10,951 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 1,660,571 | $2.82M | -148,695 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 1,569,285 | $2.67M | +1,569,285 | NEW |
RICE HALL JAMES & ASSOCIATES, LLCCIK 0001230765 | 1,006,289 | $1.71M | +123,699 | ↑ INC |
ROYCE & ASSOCIATES LPCIK 0000906304 | 1,000,000 | $1.70M | -978,135 | ↓ DEC |
Stoic Point Capital Management LLCCIK 0002043279 | 840,293 | $1.43M | -227,267 | ↓ DEC |
Panoramic Capital, LLCCIK 0001950490 | 772,689 | $1.31M | +75,000 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +9,652,446 | $16.41M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +6,702,947 | $11.40M |
Capricorn Fund Managers LtdNEW | +6,499,507 | $11.05M |
CYPRESS POINT INVESTMENT MANAGEMENT LP↑ INC | +2,689,208 | $24.71M |
JACOBS LEVY EQUITY MANAGEMENT, INC↑ INC | +2,076,625 | $3.68M |
CITADEL ADVISORS LLC↑ INC | +2,042,919 | $8.10M |
VANGUARD FIDUCIARY TRUST CONEW | +1,569,285 | $2.67M |
Whitebark Investors LP↑ INC | +1,274,239 | $10.78M |
STATE STREET CORP↑ INC | +637,617 | $10.71M |
FIRST MANHATTAN CO. LLC.NEW | +536,592 | $912.21K |
| Filer | Δ Shares | Value |
|---|---|---|
Divisadero Street Capital Management, LP↓ DEC | -2,526,030 | $5.40M |
Whetstone Capital Advisors, LLC↓ DEC | -1,132,190 | $66.11K |
Potrero Capital Research LLC↓ DEC | -1,111,421 | $934.49K |
Prospect Capital Advisors, LLC↓ DEC | -1,088,700 | $1.24M |
ROYCE & ASSOCIATES LP↓ DEC | -978,135 | $1.70M |
Irenic Capital Management LP↓ DEC | -910,749 | $3.75M |
PANAGORA ASSET MANAGEMENT INC↓ DEC | -886,604 | $196.46K |
Qube Research & Technologies Ltd↓ DEC | -472,111 | $763.78K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -395,021 | $889.18K |
BARCLAYS PLC↓ DEC | -270,805 | $214.88K |