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 |
|---|---|---|---|---|
True Wind Capital Management, L.P.CIK 0001824827 | 7,545,144 | $9.43M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 7,369,885 | $9.21M | -107,534 | ↓ DEC |
WASATCH ADVISORS LPCIK 0000814133 | 7,054,107 | $8.82M | +716,509 | ↑ INC |
Portolan Capital Management, LLCCIK 0001350290 | 6,902,888 | $8.63M | +2,166,258 | ↑ INC |
LB Partners LLCCIK 0002007877 | 5,400,841 | $6.75M | +150,000 | ↑ INC |
Palogic Value Management, L.P.CIK 0001532943 | 4,543,612 | $5.68M | +223,512 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 4,442,594 | $5.55M | +4,442,594 | NEW |
Ethos Financial Group, LLCCIK 0001954242 | 3,464,754 | $5.37M | – | no_change |
Whetstone Capital Advisors, LLCCIK 0001607278 | 3,799,105 | $4.75M | -2,215,562 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 2,503,727 | $3.13M | -26,110 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 2,180,023 | $2.73M | +18,630 | ↑ INC |
Prospect Capital Advisors, LLCCIK 0001632368 | 83,600 | $2.44M | +83,600 | NEW |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 1,666,139 | $2.08M | +685,030 | ↑ INC |
Veradace Capital Management LLCCIK 0001772351 | 1,558,213 | $1.95M | +28,000 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 1,133,870 | $1.42M | +291,575 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 895,156 | $1.12M | -658,820 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 812,264 | $1.02M | +70,931 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 775,372 | $969.04K | -72,939 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 772,234 | $965.29K | +40,956 | ↑ INC |
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414 | 764,484 | $955.61K | -3,694 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 753,791 | $942.24K | +753,791 | NEW |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 708,825 | $886.03K | -36,371 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 633,712 | $792.14K | +633,712 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 443,006 | $553.76K | -101,359 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 405,373 | $506.72K | -124,647 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +4,442,594 | $5.55M |
Portolan Capital Management, LLC↑ INC | +2,166,258 | $8.63M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +753,791 | $942.24K |
WASATCH ADVISORS LP↑ INC | +716,509 | $8.82M |
TWO SIGMA INVESTMENTS, LP↑ INC | +685,030 | $2.08M |
VANGUARD FIDUCIARY TRUST CONEW | +633,712 | $792.14K |
AQR CAPITAL MANAGEMENT LLC↑ INC | +291,575 | $1.42M |
Palogic Value Management, L.P.↑ INC | +223,512 | $5.68M |
LB Partners LLC↑ INC | +150,000 | $6.75M |
BRIDGEWAY CAPITAL MANAGEMENT, LLCNEW | +144,700 | $180.88K |
| Filer | Δ Shares | Value |
|---|---|---|
BALYASNY ASSET MANAGEMENT L.P.↓ DEC | -2,321,186 | $20.60K |
Whetstone Capital Advisors, LLC↓ DEC | -2,215,562 | $4.75M |
MORGAN STANLEY↓ DEC | -658,820 | $1.12M |
BANK OF AMERICA CORP /DE/↓ DEC | -402,296 | $177.20K |
JANE STREET GROUP, LLC↓ DEC | -316,670 | $20.71K |
BARCLAYS PLC↓ DEC | -139,595 | $22.23K |
XTX Topco Ltd↓ DEC | -124,647 | $506.72K |
AMERIPRISE FINANCIAL INC↓ DEC | -110,777 | $21.96K |
BlackRock, Inc.↓ DEC | -107,534 | $9.21M |
FEDERATED HERMES, INC.↓ DEC | -106,822 | $1.50K |