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Security record · archived quarter

SMWB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
0Δ holders
4.34MShares held
$34.03MReported value
+0New positions
−0Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +21.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 -11 8.50M $52.12M +2 −13
Q1 2026 38 -11 9.43M $24.58M +4 −15
Q4 2025 50 0 11.99M $89.82M
Q3 2025 16 -1 5.90M $54.83M −1
Q2 2025 14 0 4.34M $34.03M
Q1 2025 11 0 2.69M $22.22M +1 −1
Q4 2024 11 +1 2.53M $35.82M +1
Q3 2024 9 +2 3.61M $31.89M +2
Q2 2024 7 1.06M $8.24M
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wellington Management 932.58K +4.9% $7.31M 0.0% ▲ Add 2 SEC ↗
2 Wellington Management 932.58K +4.9% $7.31M 0.0% ▲ Add 2 SEC ↗
3 Wellington Management 932.58K +4.9% $7.31M 0.0% ▲ Add 2 SEC ↗
4 Citadel Advisors 880.26K +76.0% $6.90M 0.0% ▲ Add 5 SEC ↗
5 Citadel Advisors 880.26K +76.0% $6.90M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 849.45K $6.66M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 849.45K $6.66M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 849.45K $6.66M 0.0% n/c 1 SEC ↗
9 BlackRock (passive) 849.45K $6.66M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 849.45K $6.66M 0.0% n/c 1 SEC ↗
11 Renaissance Technologies 355.57K +27.8% $2.79M 0.0% ▲ Add 5 SEC ↗
12 State Street Global Advisors (passive) 310.54K +12.9% $2.43M 0.0% ▲ Add 3 SEC ↗
13 Millennium Management 308.38K +1111.5% $2.42M 0.0% ▲ Add 5 SEC ↗
14 ARK Investment Management 242.37K +100.7% $1.90M 0.0% ▲ Add 5 SEC ↗
15 Marshall Wace 170.94K -52.4% $1.34M 0.0% ▼ Trim 5 SEC ↗
16 Marshall Wace 170.94K -52.4% $1.34M 0.0% ▼ Trim 5 SEC ↗
17 Point72 Asset Management 118.20K +98.8% $926,688 0.0% ▲ Add 3 SEC ↗
18 Two Sigma Investments 81.11K -37.1% $635,910 0.0% ▼ Trim 5 SEC ↗
19 D. E. Shaw & Co. 39.11K +142.2% $306,646 0.0% ▲ Add 5 SEC ↗
20 D. E. Shaw & Co. 39.11K +142.2% $306,646 0.0% ▲ Add 5 SEC ↗
21 The Vanguard Group (passive) 35.29K $276,682 0.0% n/c 1 SEC ↗
22 The Vanguard Group (passive) 35.29K $276,682 0.0% n/c 1 SEC ↗
23 Geode Capital Management (passive) 16.73K -50.4% $130,769 0.0% ▼ Trim 4 SEC ↗
24 Geode Capital Management (passive) 16.73K -50.4% $130,769 0.0% ▼ Trim 4 SEC ↗
25 Fidelity (FMR) 6 $47 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

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 79 holders, 42.05M shares, $114.06M 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)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 14 Offer Or

Officer · 59.99K sh · $533,965

Aug 14 Offer Or

Officer · 75.00K sh · $663,900

Aug 13 Offer Or

Officer · 106.11K sh · $928,419

Aug 13 Offer Or

Officer · 40.00K sh · $356,000

Aug 13 Offer Or

Officer · 228.50K sh · $2.02M

Aug 13 Offer Or

Officer · 200.00K sh · $1.76M

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

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: Q2 2025 · Methodology · Get this via the API