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Security record · archived quarter

IDAI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
2Tracked holders
-2Δ holders
175.56KShares held
$202,497Reported value
+0New positions
−2Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 11 +2 199.31K $393,663 +4 −2
Q1 2026 9 +2 289.94K $692,134 +5 −3
Q4 2025 7 0 155.75K $609,001
Q3 2025 3 0 32.24K $105,741
Q2 2025 3 0 45.44K $116,316
Q1 2025 1 -1 34.04K $66,047 −1
Q4 2024 2 -2 175.56K $202,497 −2
Q3 2024 3 +1 336.81K $74,101 +1
Q2 2024 2 174.23K $81,006
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 149.66K +69.3% $179,622 0.0% ▲ Add 3 SEC ↗
2 Geode Capital Management (passive) 149.66K +69.3% $179,622 0.0% ▲ Add 3 SEC ↗
3 State Street Global Advisors (passive) 25.90K $22,875 0.0% n/c 1 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

Citadel Advisors $50,906 was 0.0%
Renaissance Technologies $3,740 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 15 holders, 538.09K shares, $1.26M 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)

Aug 24 Genner Gareth Neville

Officer, Director · Chief Executive… · 2.00K sh @ 3.21 · $6,420

Aug 21 Genner Gareth Neville

Officer, Director · Chief Executive… · 1.00K sh @ 3.21 · $3,210

Aug 20 Genner Gareth Neville

Officer, Director · Chief Executive… · 9.39K sh @ 3.04 · $28,558

Aug 20 Potts Charles Edward

Director · 627 sh @ 3.19 · $2,000

Aug 20 Francis Andrew Scott

Officer · Chief Technology… · 1.60K sh @ 3.10 · $4,960

Aug 20 Genner Gareth Neville

Officer, Director · Chief Executive… · 800 sh @ 3.09 · $2,472

Aug 19 Genner Gareth Neville

Officer, Director · Chief Executive… · 606 sh @ 2.55 · $1,545

Aug 18 Genner Gareth Neville

Officer, Director · Chief Executive… · 2.00K sh @ 2.52 · $5,040

Aug 18 Genner Gareth Neville

Officer, Director · Chief Executive… · 500 sh @ 2.53 · $1,265

Aug 18 Genner Gareth Neville

Officer, Director · Chief Executive… · 4.00K sh @ 2.46 · $9,840

Open-market sales (S)

No open-market insider sales in our coverage window.

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

Beneficial ownership
Jun 30 SC 13G/A — Galloway Capital Partners, LLC

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: Q4 2024 · Methodology · Get this via the API