LZM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -4.2% ·
net new positions -16.7%
— 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 | 50 | +4 | 15.77M | $52.38M | +7 | −3 |
| Q1 2026 | 48 | +6 | 13.69M | $40.66M | +7 | −1 |
| Q4 2025 | 43 | 0 | 15.65M | $60.22M | +1 | −1 |
| Q3 2025 | 14 | 0 | 6.50M | $29.54M | +1 | −1 |
| Q2 2025 | 11 | +2 | 5.97M | $19.37M | +3 | −1 |
| Q1 2025 | 6 | -1 | 2.97M | $7.22M | +1 | −2 |
| Q4 2024 | 7 | 0 | 3.10M | $12.87M | +1 | −1 |
| Q3 2024 | 6 | +1 | 3.05M | $11.99M | +1 | — |
| Q2 2024 | 5 | — | 2.88M | $11.91M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Adage Capital Partners ✦ | 1.91M | 0.0% | $3.39M | 0.0% | Held | 4 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 433.54K | -1.1% | $1.81M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 411.21K | -2.1% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Marshall Wace ✦ | 37.04K | New | $154,817 | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | D. E. Shaw & Co. ✦ | 166.37K | 0.0% | $76,528 | 0.0% | Held | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 15.90K | +14.5% | $67,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $154,817 | 0.0% |
Exited
| Millennium Management | $1.00M | was 0.0% |
| AQR Capital Management | $85,749 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 21.52M shares, $71.83M 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.