HLIT
Harmonic Inc. · Technology · Communication Equipment
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +19.9% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among 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 | 92 | -1 | 70.33M | $1.15B | +6 | −7 |
| Q1 2026 | 96 | -7 | 67.09M | $604.35M | +4 | −12 |
| Q4 2025 | 104 | -1 | 76.44M | $756.03M | +1 | −1 |
| Q3 2025 | 20 | -1 | 52.93M | $538.86M | — | −2 |
| Q2 2025 | 19 | +2 | 46.00M | $435.58M | +2 | — |
| Q1 2025 | 14 | +4 | 15.38M | $147.50M | +4 | — |
| Q4 2024 | 10 | -2 | 14.86M | $196.58M | — | −2 |
| Q3 2024 | 11 | +2 | 7.77M | $113.15M | +2 | — |
| Q2 2024 | 9 | — | 9.29M | $109.31M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 4.72M | +9004.5% | $62.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 4.62M | — | $61.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 2.67M | -0.3% | $35.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 2.67M | -0.3% | $35.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.92M | -7.5% | $25.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.92M | -7.5% | $25.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 355.77K | +4.9% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 355.77K | +4.9% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 355.77K | +4.9% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 214.87K | +355.1% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 158.32K | -43.2% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 83.91K | -39.0% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | GAMCO Investors ✦ | 69.98K | +174.7% | $925,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 41.69K | -95.3% | $551,492 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 41.69K | -95.3% | $551,492 | 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
| Point72 Asset Management | $17.61M | was 0.1% |
| Renaissance Technologies | $568,623 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 245 holders, 91.71M shares, $812.67M 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.