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Security record · archived quarter

TAXF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024
1Tracked holders
+1Δ holders
4.37KShares held
$219,112Reported value
+1New positions
−0Exits
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 27 0 4.89M $248.40M +3 −3
Q1 2026 28 +3 5.97M $299.00M +3
Q4 2025 25 0 5.47M $275.35M
Q3 2025 3 +1 371.14K $18.64M +1
Q1 2025 1 0 5.28K $261,155 +1 −1
Q4 2024 1 +1 4.37K $219,112 +1
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 AQR Capital Management 4.37K New $219,112 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

AQR Capital Management $219,112 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 104 holders, 9.42M shares, $441.85M 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.

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