BOLD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow -19.6% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | 0 | 5.78M | $14.44M | +3 | −3 |
| Q1 2026 | 20 | -3 | 6.45M | $7.09M | +1 | −4 |
| Q4 2025 | 23 | 0 | 6.67M | $8.00M | +1 | −1 |
| Q3 2025 | 11 | 0 | 5.70M | $7.01M | n/a | n/a |
| Q2 2025 | 9 | +1 | 5.47M | $5.52M | +1 | n/a |
| Q1 2025 | 5 | 0 | 1.70M | $2.56M | +1 | −1 |
| Q4 2024 | 5 | -2 | 1.64M | $4.76M | n/a | −2 |
| Q3 2024 | 6 | -1 | 2.00M | $6.92M | n/a | −1 |
| Q2 2024 | 7 | n/a | 2.24M | $8.58M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 790.64K | +10.0% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 556.23K | -41.3% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 235.86K | +102.2% | $683,990 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 44.08K | n/a | $127,823 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 13.81K | -48.6% | $40,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $545,522 | was 0.0% |
| Renaissance Technologies | $99,589 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 8.49M shares, $9.21M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
10% owner · 18.30K sh · $54,351
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology