FORR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow -11.3% ·
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 Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | -2 | 5.14M | $43.26M | +5 | −7 |
| Q1 2026 | 53 | 0 | 6.09M | $34.52M | +4 | −4 |
| Q4 2025 | 53 | -1 | 5.69M | $46.15M | +1 | −2 |
| Q3 2025 | 16 | -1 | 3.78M | $40.05M | — | −1 |
| Q2 2025 | 14 | +3 | 3.03M | $29.98M | +3 | — |
| Q1 2025 | 8 | -2 | 1.34M | $12.39M | — | −2 |
| Q4 2024 | 10 | 0 | 1.51M | $23.70M | +1 | −1 |
| Q3 2024 | 9 | -1 | 1.41M | $25.43M | — | −1 |
| Q2 2024 | 10 | — | 1.79M | $30.63M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 477.02K | -0.6% | $4.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 303.05K | +3.8% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 303.05K | +3.8% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 250.77K | -3.0% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 102.55K | +3.1% | $947,571 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 79.65K | -8.5% | $735,948 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 60.98K | -31.7% | $563,427 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 60.98K | -31.7% | $563,427 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 35.71K | +0.6% | $330,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Millennium Management ✦ | 31.08K | -74.2% | $287,170 | 0.0% | ▼ Trim | 4 | 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
| AQR Capital Management | $558,949 | was 0.0% |
| Marshall Wace | $226,149 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 11.35M shares, $58.23M 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)
Officer · 5.00K sh · $58,880
Officer · 7.00K sh · $82,433
Officer · 5.00K sh · $57,550
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology