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Security record · archived quarter

FOA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
3Tracked holders
+3Δ holders
132.97KShares held
$1.54MReported value
+3New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 -1 1.66M $45.79M +5 −6
Q1 2026 41 +4 1.72M $28.51M +9 −5
Q4 2025 37 0 1.74M $42.07M +2 −2
Q3 2025 12 0 1.41M $31.64M +1 −1
Q2 2025 9 -1 935.60K $21.82M +1 −2
Q1 2025 7 0 356.77K $7.59M
Q4 2024 7 +3 295.50K $8.31M +3
Q3 2024 3 +3 132.97K $1.54M +3
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 76.92K New $890,015 0.0% New 1 SEC ↗
2 Geode Capital Management (passive) 76.92K New $890,015 0.0% New 1 SEC ↗
3 Millennium Management 43.28K New $500,784 0.0% New 1 SEC ↗
4 Renaissance Technologies 12.78K New $147,818 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

Geode Capital Management $890,015 0.0%
Geode Capital Management $890,015 0.0%
Millennium Management $500,784 0.0%
Renaissance Technologies $147,818 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 4.52M shares, $75.21M 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 10 Prahm Jeremy

Officer · 6.00K sh · $130,402

Aug 06 Prahm Jeremy

Officer · 6.00K sh · $133,541

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 06 SC 13D/A — Bloom Retirement Holdings Inc.

9.5% of class · View original SEC filing ↗

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: Q3 2024 · Methodology · Get this via the API