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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
16Tracked holders
-1Δ holders
5.90MShares held
$54.83MReported value
+0New positions
−1Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.9% · share flow +24.4% · net new positions -6.2%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wellington Management 2.46M +163.6% $22.86M 0.0% ▲ Add 3 SEC ↗
2 Wellington Management 2.46M +163.6% $22.86M 0.0% ▲ Add 3 SEC ↗
3 Wellington Management 2.46M +163.6% $22.86M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 945.26K +11.3% $8.79M 0.0% ▲ Add 2 SEC ↗
5 BlackRock (passive) 945.26K +11.3% $8.79M 0.0% ▲ Add 2 SEC ↗
6 BlackRock (passive) 945.26K +11.3% $8.79M 0.0% ▲ Add 2 SEC ↗
7 BlackRock (passive) 945.26K +11.3% $8.79M 0.0% ▲ Add 2 SEC ↗
8 BlackRock (passive) 945.26K +11.3% $8.79M 0.0% ▲ Add 2 SEC ↗
9 Millennium Management 510.92K +65.7% $4.75M 0.0% ▲ Add 6 SEC ↗
10 Renaissance Technologies 363.97K +2.4% $3.38M 0.0% ▲ Add 6 SEC ↗
11 State Street Global Advisors (passive) 318.06K +2.4% $2.96M 0.0% ▲ Add 4 SEC ↗
12 Morgan Stanley 299.53K $2.79M 0.0% n/c 1 SEC ↗
13 Morgan Stanley 299.53K $2.79M 0.0% n/c 1 SEC ↗
14 Morgan Stanley 299.53K $2.79M 0.0% n/c 1 SEC ↗
15 Morgan Stanley 299.53K $2.79M 0.0% n/c 1 SEC ↗
16 Morgan Stanley 299.53K $2.79M 0.0% n/c 1 SEC ↗
17 Citadel Advisors 260.87K -70.4% $2.43M 0.0% ▼ Trim 6 SEC ↗
18 Marshall Wace 233.21K +36.4% $2.17M 0.0% ▲ Add 6 SEC ↗
19 Marshall Wace 233.21K +36.4% $2.17M 0.0% ▲ Add 6 SEC ↗
20 ARK Investment Management 230.05K -5.1% $2.14M 0.0% ▼ Trim 6 SEC ↗
21 Point72 Asset Management 88.76K -24.9% $825,440 0.0% ▼ Trim 4 SEC ↗
22 Goldman Sachs Group 57.50K $534,787 0.0% n/c 1 SEC ↗
23 JPMorgan Chase 43.05K $400,366 0.0% n/c 1 SEC ↗
24 JPMorgan Chase 43.05K $400,366 0.0% n/c 1 SEC ↗
25 JPMorgan Chase 43.05K $400,366 0.0% n/c 1 SEC ↗
26 JPMorgan Chase 43.05K $400,366 0.0% n/c 1 SEC ↗
27 The Vanguard Group (passive) 35.29K 0.0% $328,206 0.0% Held 2 SEC ↗
28 The Vanguard Group (passive) 35.29K 0.0% $328,206 0.0% Held 2 SEC ↗
29 D. E. Shaw & Co. 34.60K -11.5% $321,798 0.0% ▼ Trim 6 SEC ↗
30 D. E. Shaw & Co. 34.60K -11.5% $321,798 0.0% ▼ Trim 6 SEC ↗
31 Geode Capital Management (passive) 16.73K 0.0% $155,141 0.0% Held 5 SEC ↗
32 Geode Capital Management (passive) 16.73K 0.0% $155,141 0.0% Held 5 SEC ↗
33 Fidelity (FMR) 6 0.0% $56 0.0% Held 2 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

Two Sigma Investments $635,910 was 0.0%

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: Q3 2025 · Methodology · Get this via the API