EPM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +2.6% ·
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 Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | -4 | 12.86M | $47.34M | +4 | −8 |
| Q1 2026 | 56 | +1 | 12.76M | $58.43M | +5 | −4 |
| Q4 2025 | 55 | +3 | 12.65M | $44.78M | +3 | — |
| Q3 2025 | 12 | 0 | 7.37M | $35.54M | — | — |
| Q2 2025 | 9 | -2 | 6.64M | $31.21M | — | −2 |
| Q1 2025 | 8 | -1 | 2.60M | $13.47M | +1 | −2 |
| Q4 2024 | 9 | +4 | 2.62M | $13.72M | +4 | — |
| Q3 2024 | 4 | 0 | 1.87M | $9.91M | +1 | −1 |
| Q2 2024 | 4 | — | 2.09M | $11.01M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 1.10M | -2.3% | $5.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 712.52K | +0.4% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 712.52K | +0.4% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 689.68K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 28.21K | New | $147,544 | 0.0% | New | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 27.25K | New | $142,512 | 0.0% | New | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 27.25K | New | $142,512 | 0.0% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 25.55K | +9.7% | $133,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 18.56K | New | $97,069 | 0.0% | New | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 12.26K | New | $65,000 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 12.16K | +3.1% | $63,586 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $147,544 | 0.0% |
| Marshall Wace | $142,512 | 0.0% |
| Marshall Wace | $142,512 | 0.0% |
| Millennium Management | $97,069 | 0.0% |
| T. Rowe Price | $65,000 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 120 holders, 17.86M shares, $81.42M 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.