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Security record · archived quarter

CODA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
28Tracked holders
+7Δ holders
1.50MShares held
$16.92MReported value
+10New positions
−3Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 24 -4 1.26M $12.27M +2 −6
Q1 2026 28 +7 1.50M $16.92M +10 −3
Q4 2025 21 -1 1.07M $9.97M n/a −1
Q3 2025 10 +1 638.73K $5.13M +1 n/a
Q2 2025 6 0 521.30K $4.26M +1 −1
Q1 2025 4 0 136.30K $850,613 n/a n/a
Q4 2024 4 0 165.88K $1.30M n/a n/a
Q3 2024 3 +1 94.10K $682,366 +1 n/a
Q2 2024 2 n/a 79.66K $480,072 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 263.74K n/a $2.98M 0.0% n/c 1 SEC ↗
2 Marshall Wace ✦ 254.19K +60.6% $2.87M 0.0% ▲ Add 4 SEC ↗ ×2
3 Sei Investments Co 147.49K +228.5% $1.67M 0.0% ▲ Add 2 SEC ↗
4 Jane Street Group, Llc 104.61K +695.4% $1.18M 0.0% ▲ Add 2 SEC ↗ ×2
5 Arrowstreet Capital ✦ 99.56K New $1.13M 0.0% New 1 SEC ↗
6 Dimensional Fund Advisors Lp 98.85K +23.9% $1.12M 0.0% ▲ Add 2 SEC ↗ ×3
7 Geode Capital Management ✦ (passive) 63.04K +7.0% $712,568 0.0% ▲ Add 8 SEC ↗ ×2
8 BlackRock ✦ (passive) 57.43K +2.1% $648,982 0.0% ▲ Add 4 SEC ↗ ×3
9 Federated Hermes, Inc. 43.31K 0.0% $489,448 0.0% Held 2 SEC ↗
10 Susquehanna International Group, Llp 33.97K New $383,805 0.0% New 1 SEC ↗
11 Morgan Stanley ✦ 33.51K +9.2% $378,606 0.0% ▲ Add 3 SEC ↗ ×3
12 Osaic Holdings, Inc. 31.80K -61.6% $359,351 0.0% ▼ Trim 2 SEC ↗
13 Millennium Management ✦ 31.00K New $350,266 0.0% New 1 SEC ↗
14 Stifel Financial Corp 30.00K -48.3% $339,000 0.0% ▼ Trim 2 SEC ↗
15 Northern Trust Corp 26.96K +12.7% $304,615 0.0% ▲ Add 2 SEC ↗ ×2
16 Two Sigma Investments ✦ 24.60K New $277,969 0.0% New 1 SEC ↗
17 Cerity Partners LLC 24.50K +22.5% $276,850 0.0% ▲ Add 2 SEC ↗
18 State Street Global Advisors ✦ (passive) 23.65K -30.2% $267,279 0.0% ▼ Trim 6 SEC ↗
19 Hrt Financial Lp 21.81K New $246,000 0.0% New 1 SEC ↗
20 Renaissance Technologies ✦ 21.33K New $241,006 0.0% New 1 SEC ↗
21 UBS Group AG 17.36K +250.8% $196,169 0.0% ▲ Add 2 SEC ↗ ×3
22 Squarepoint Ops LLC 16.57K New $187,298 0.0% New 1 SEC ↗
23 Citadel Advisors ✦ 16.28K -57.2% $183,998 0.0% ▼ Trim 8 SEC ↗
24 Commonwealth Equity Services, Llc 12.00K -20.0% $135,600 0.0% ▼ Trim 2 SEC ↗
25 Royal Bank Of Canada 69 New $1,000 0.0% New 1 SEC ↗
26 JPMorgan Chase ✦ 4 0.0% $44 0.0% Held 3 SEC ↗
27 Fidelity (FMR) ✦ 3 New $34 0.0% New 1 SEC ↗
28 Citigroup Inc 1 New $11 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Arrowstreet Capital $1.13M 0.0%
Susquehanna International… $383,805 0.0%
Millennium Management $350,266 0.0%
Two Sigma Investments $277,969 0.0%
Hrt Financial Lp $246,000 0.0%
Renaissance Technologies $241,006 0.0%
Squarepoint Ops LLC $187,298 0.0%
Royal Bank Of Canada $1,000 0.0%
Fidelity (FMR) $34 0.0%
Citigroup Inc $11 0.0%

Exited

Goldman Sachs Group $98,924 was 0.0%
Wells Fargo & Company/Mn $4,650 was 0.0%
Bank Of America Corp /De/ $55 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 2.72M shares, $28.81M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API