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 |
|---|---|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 6,958,680 | $104.24M | +6,958,680 | NEW |
HMI Capital Management, L.P.CIK 0001469026 | 6,778,028 | $101.53M | +2,055 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 5,640,182 | $84.49M | +322,998 | ↑ INC |
Senvest Management, LLCCIK 0001328785 | 5,308,468 | $79.52M | +1,230,192 | ↑ INC |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223 | 5,140,656 | $77.01M | -760,335 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 4,719,936 | $70.70M | +4,719,936 | NEW |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 4,683,822 | $70.16M | +2,342,290 | ↑ INC |
HAWK RIDGE CAPITAL MANAGEMENT LPCIK 0001609074 | 4,481,810 | $67.14M | +3,864,010 | ↑ INC |
Long Path Partners LPCIK 0001905112 | 4,419,945 | $66.21M | +753,723 | ↑ INC |
Spyglass Capital Management LLCCIK 0001654344 | 3,085,237 | $46.22M | +175,357 | ↑ INC |
Conestoga Capital Advisors, LLCCIK 0001163744 | 2,724,354 | $40.81M | -136,670 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 2,451,952 | $35.99M | +2,355,735 | ↑ INC |
AMERICAN CAPITAL MANAGEMENT INCCIK 0001320168 | 2,375,396 | $35.58M | +347,587 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 2,348,806 | $35.18M | +3,341 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 2,113,704 | $31.66M | -13,881 | ↓ DEC |
ALGEBRIS (UK) LTDCIK 0001700286 | 2,079,386 | $31.10M | +1,046,604 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 2,061,366 | $30.88M | +92,302 | ↑ INC |
BAMCO INC /NY/CIK 0001017918 | 2,050,073 | $30.71M | -52,664 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,918,521 | $28.75M | +5,429 | ↑ INC |
TREMBLANT CAPITAL GROUPCIK 0001353312 | 1,845,049 | $27.64M | -1,688,657 | ↓ DEC |
Lead Edge Capital Management, LLCCIK 0001802797 | 1,687,480 | $25.28M | – | no_change |
BANK OF MONTREAL /CAN/CIK 0000927971 | 1,666,322 | $24.96M | +1,666,322 | NEW |
JPMORGAN CHASE & COCIK 0000019617 | 1,555,963 | $22.44M | +397,219 | ↑ INC |
BROWN BROTHERS HARRIMAN & COCIK 0000014661 | 1,461,808 | $21.90M | -331,331 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,425,654 | $21.36M | +283,197 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +6,958,680 | $104.24M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +4,719,936 | $70.70M |
HAWK RIDGE CAPITAL MANAGEMENT LP↑ INC | +3,864,010 | $67.14M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +2,355,735 | $35.99M |
MILLENNIUM MANAGEMENT LLC↑ INC | +2,342,290 | $70.16M |
BANK OF MONTREAL /CAN/NEW | +1,666,322 | $24.96M |
Senvest Management, LLC↑ INC | +1,230,192 | $79.52M |
ALGEBRIS (UK) LTD↑ INC | +1,046,604 | $31.10M |
Clearline Capital LP↑ INC | +781,322 | $11.97M |
Woodline Partners LP↑ INC | +772,033 | $11.79M |
| Filer | Δ Shares | Value |
|---|---|---|
PRICE T ROWE ASSOCIATES INC /MD/↓ DEC | -2,121,753 | $1.72K |
TREMBLANT CAPITAL GROUP↓ DEC | -1,688,657 | $27.64M |
FMR LLC↓ DEC | -1,190,254 | $14.13M |
Kinetic Partners Management, LP↓ DEC | -808,200 | $2.11M |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC | -760,335 | $77.01M |
MARSHALL WACE, LLP↓ DEC | -511,011 | $10.83M |
FRED ALGER MANAGEMENT, LLC↓ DEC | -504,965 | $14.70M |
BROWN BROTHERS HARRIMAN & CO↓ DEC | -331,331 | $21.90M |
Freestone Grove Partners LP↓ DEC | -247,702 | $8.38M |
BROWN CAPITAL MANAGEMENT LLC↓ DEC | -209,773 | $7.94M |