UP
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Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow +1.1% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -13 | 946.64K | $8.49M | +6 | −19 |
| Q1 2026 | 37 | -4 | 9.39M | $4.85M | +6 | −10 |
| Q4 2025 | 41 | -3 | 10.83M | $7.11M | — | −3 |
| Q3 2025 | 13 | 0 | 8.47M | $15.59M | +3 | −3 |
| Q2 2025 | 10 | +2 | 9.04M | $9.68M | +3 | −1 |
| Q1 2025 | 5 | 0 | 4.20M | $4.24M | +2 | −2 |
| Q4 2024 | 5 | -1 | 3.77M | $6.22M | +1 | −2 |
| Q3 2024 | 5 | +1 | 2.07M | $5.00M | +2 | −1 |
| Q2 2024 | 4 | — | 1.30M | $2.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.98M | +0.7% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.98M | +0.7% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 1.66M | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Marshall Wace ✦ | 69.81K | New | $115,182 | 0.0% | New | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 35.27K | +22.3% | $59,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Gotham Asset Management ✦ | 23.30K | +21.3% | $38,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $115,182 | 0.0% |
Exited
| AQR Capital Management | $72,757 | was 0.0% |
| D. E. Shaw & Co. | $54,435 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 553.74M shares, $286.16M 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.