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Institutional Holders · 13F

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.

Ownership

Institutions100.0%
Insiders48.5%
Institutions Count213
Institutions 100.0%Insiders 48.5%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$881.21MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
3,686,721$157.28M+80,850↑ INC
WASATCH ADVISORS LPCIK 0000814133
2,292,227$97.79M+559,087↑ INC
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223
2,258,181$96.33M+247,297↑ INC
Capital World InvestorsCIK 0001422849
1,972,271$84.14M+284,271↑ INC
Durable Capital Partners LPCIK 0001798849
1,562,969$66.68M–no_change
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,318,981$56.27M+1,318,981NEW
STATE STREET CORPCIK 0000093751
1,083,152$46.21M+54,887↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,071,766$45.72M+1,071,766NEW
Langdon Equity PartnersCIK 0002111148
889,500$37.95M+369,500↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
608,872$25.98M-107,276↓ DEC
AKRE CAPITAL MANAGEMENT LLCCIK 0001112520
443,385$18.91M+72,289↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
439,798$18.76M+78,245↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
411,527$17.56M-36,586↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
329,333$14.05M+72,527↑ INC
MORGAN STANLEYCIK 0000895421
323,008$13.78M+25,592↑ INC
Whitebark Investors LPCIK 0002042091
269,322$11.49M–no_change
NORTHERN TRUST CORPCIK 0000073124
231,774$9.89M-9,300↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
219,745$9.37M+41,334↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
216,799$9.25M-10,829↓ DEC
RIVERBRIDGE PARTNERS LLCCIK 0001112325
195,817$8.35M-14,575↓ DEC
KING LUTHER CAPITAL MANAGEMENT CORPCIK 0000310051
178,395$7.61M+38,422↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
169,302$7.22M+169,302NEW
SEI INVESTMENTS COCIK 0000350894
163,452$6.97M+14,051↑ INC
VOLORIDGE INVESTMENT MANAGEMENT, LLCCIK 0001556921
161,279$6.88M+120,975↑ INC
JACOBSON & SCHMITT ADVISORS, LLCCIK 0001632096
158,918$6.78M+6,142↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,318,981$56.27M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,071,766$45.72M
T. Rowe Price Investment Management, Inc.↑ INC
+927,221$50.98K
WASATCH ADVISORS LP↑ INC
+559,087$97.79M
Langdon Equity Partners↑ INC
+369,500$37.95M
Capital World Investors↑ INC
+284,271$84.14M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↑ INC
+247,297$96.33M
VANGUARD FIDUCIARY TRUST CONEW
+169,302$7.22M
CITIGROUP INC↑ INC
+122,883$5.47M
VOLORIDGE INVESTMENT MANAGEMENT, LLC↑ INC
+120,975$6.88M

Top Trims (Sellers)

FilerΔ SharesValue
Freestone Grove Partners LP↓ DEC
-167,672$878.75K
M&T BANK CORP↓ DEC
-111,065$203.44K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-107,276$25.98M
Motley Fool Asset Management LLC↓ DEC
-75,585$1.59M
UBS Group AG↓ DEC
-65,867$3.85M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-65,062$2.09K
Squarepoint Ops LLC↓ DEC
-45,597$1.10M
AMERIPRISE FINANCIAL INC↓ DEC
-41,346$1.73M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-36,586$17.56M
Trexquant Investment LP↓ DEC
-35,859$2.50M