LAKE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more 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 | 35 | -4 | 2.32M | $24.80M | +7 | −11 |
| Q1 2026 | 40 | +2 | 2.80M | $22.92M | +5 | −3 |
| Q4 2025 | 38 | -3 | 2.79M | $24.70M | — | −3 |
| Q3 2025 | 11 | 0 | 1.98M | $29.34M | +1 | −1 |
| Q2 2025 | 8 | -1 | 1.84M | $25.07M | — | −1 |
| Q1 2025 | 6 | +1 | 802.99K | $16.31M | +1 | — |
| Q4 2024 | 5 | 0 | 588.00K | $15.02M | — | — |
| Q3 2024 | 4 | +1 | 594.62K | $11.95M | +1 | — |
| Q2 2024 | 3 | — | 597.82K | $13.71M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 418.27K | -3.6% | $8.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Millennium Management ✦ | 127.47K | +358.8% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 106.49K | +404.6% | $2.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 106.49K | +404.6% | $2.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 100.89K | +36.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 100.89K | +36.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 38.97K | +25.4% | $791,501 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 10.92K | New | $221,725 | 0.0% | New | 1 | SEC ↗ |
| 9 | Marshall Wace ✦ | 10.92K | New | $221,725 | 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
| Marshall Wace | $221,725 | 0.0% |
| Marshall Wace | $221,725 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 6.99M shares, $57.23M 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.