English
Insider transactions
EDGARFORRESTER RESEARCH, INC.
Transactions reported by directors, officers and 10% owners on SEC Forms 3, 4 and 5, read from each filing’s XML. Codes and their wording are the SEC’s own.
A Form 4 is due within two business days of the transaction, so the most recent trades may not be filed yet.
Window: transactions dated on or after 2025-11-15.
- Open-market purchases (code P)
- 0 transactions, — shares
- Open-market sales (code S)
- 3 transactions, 17,000 shares
- Sum of shares × price per share: 198,863.2
Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.
Showing 1–50 of 109
| Date | Reporting owner | Code | Acquired or disposed | Shares | Price per share, as filed | Value (derived) | Shares owned after | Direct or indirect | Rule 10b5-1 box | Notes | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 Filed 2026-09-02 | Favre Christophe Officer: Chief Sales Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 552 | 0 | — | 14,623 | Direct (D) | No | F1
| Open filing 0001193125-26-380199 Read from the filing’s XML Dispute this row |
| 2026-09-01 Filed 2026-09-02 | Favre Christophe Officer: Chief Sales Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 257 | 12.23 | 3,143.11Derived: shares × price per share. Exact value 3143.11. | 14,366 | Direct (D) | No | F2
| Open filing 0001193125-26-380199 Read from the filing’s XML Dispute this row |
| 2026-09-01 Filed 2026-09-02 | Favre Christophe Officer: Chief Sales Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 552 | 0 | — | 552 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-380199 Read from the filing’s XML Dispute this row |
| 2026-08-20 Filed 2026-08-20 | Darrah Ryan Officer: Chief Legal Officer | SOpen market or private sale of non-derivative or derivative security | Disposed (D) | 5,000 | 11.7761 | 58,880.5Derived: shares × price per share. Exact value 58880.5000. | 27,244 | Direct (D) | No | F1
| Open filing 0001193125-26-359186 Read from the filing’s XML Dispute this row |
| 2026-08-20 Filed 2026-08-20 | Finn Leo Christian Officer: Chief Financial Officer | SOpen market or private sale of non-derivative or derivative security | Disposed (D) | 7,000 | 11.7761 | 82,432.7Derived: shares × price per share. Exact value 82432.7000. | 34,476 | Direct (D) | No | F1
| Open filing 0001193125-26-359177 Read from the filing’s XML Dispute this row |
| 2026-08-13 Filed 2026-08-14 | Johnson Carrie Officer: Chief Product Officer | SOpen market or private sale of non-derivative or derivative security | Disposed (D) | 5,000 | 11.51 | 57,550Derived: shares × price per share. Exact value 57550.00. | 35,409 | Direct (D) | No | F1
| Open filing 0001193125-26-350849 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Facemire Michael Officer: Chief Technology Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 2,605 | 0 | — | 9,211 | Direct (D) | No | F1
| Open filing 0001193125-26-332411 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Facemire Michael Officer: Chief Technology Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 1,102 | 11.50 | 12,673Derived: shares × price per share. Exact value 12673.00. | 8,109 | Direct (D) | No | F2
| Open filing 0001193125-26-332411 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Facemire Michael Officer: Chief Technology Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 634 | 0 | — | 634 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-332411 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Facemire Michael Officer: Chief Technology Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 1,971 | 0 | — | 3,940 | Direct (D) | No | F3, F5
| Open filing 0001193125-26-332411 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Favre Christophe Officer: Chief Sales Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 634 | 0 | — | 14,372 | Direct (D) | No | F1
| Open filing 0001193125-26-332428 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Favre Christophe Officer: Chief Sales Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 301 | 11.50 | 3,461.5Derived: shares × price per share. Exact value 3461.50. | 14,071 | Direct (D) | No | F2
| Open filing 0001193125-26-332428 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Favre Christophe Officer: Chief Sales Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 634 | 0 | — | 634 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-332428 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Cox Andrew Officer: Chief Marketing Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 308 | 0 | — | 5,781 | Direct (D) | No | F1
| Open filing 0001193125-26-332399 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Cox Andrew Officer: Chief Marketing Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 106 | 11.50 | 1,219Derived: shares × price per share. Exact value 1219.00. | 5,675 | Direct (D) | No | F2
| Open filing 0001193125-26-332399 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Cox Andrew Officer: Chief Marketing Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 308 | 0 | — | 308 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-332399 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Chouinard Scott Officer: Chief Accounting Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 925 | 0 | — | 15,535 | Direct (D) | No | F1
| Open filing 0001193125-26-332414 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Chouinard Scott Officer: Chief Accounting Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 271 | 11.50 | 3,116.5Derived: shares × price per share. Exact value 3116.50. | 15,264 | Direct (D) | No | F2
| Open filing 0001193125-26-332414 Read from the filing’s XML Dispute this row |
| 2026-08-01 Filed 2026-08-04 | Chouinard Scott Officer: Chief Accounting Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 925 | 0 | — | 925 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-332414 Read from the filing’s XML Dispute this row |
| 2026-06-01 Filed 2026-06-02 | Gonsalves Jobina Officer: Chief People Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 4,913 | 0 | — | 11,671 | Direct (D) | No | F1
| Open filing 0001193125-26-253028 Read from the filing’s XML Dispute this row |
| 2026-06-01 Filed 2026-06-02 | Gonsalves Jobina Officer: Chief People Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 1,441 | 7.22 | 10,404.02Derived: shares × price per share. Exact value 10404.02. | 10,230 | Direct (D) | No | F2
| Open filing 0001193125-26-253028 Read from the filing’s XML Dispute this row |
| 2026-06-01 Filed 2026-06-02 | Gonsalves Jobina Officer: Chief People Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 4,913 | 0 | — | 9,825 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-253028 Read from the filing’s XML Dispute this row |
| 2026-06-01 Filed 2026-06-02 | BRADFORD NEIL Director | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 198 | 7.22 | 1,429.56Derived: shares × price per share. Exact value 1429.56. | 45,602 | Direct (D) | No | F1
| Open filing 0001193125-26-253047 Read from the filing’s XML Dispute this row |
| 2026-06-01 Filed 2026-06-02 | Cox Andrew Officer: Chief Marketing Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 4,264 | 0 | — | 7,041 | Direct (D) | No | F1
| Open filing 0001193125-26-253007 Read from the filing’s XML Dispute this row |
| 2026-06-01 Filed 2026-06-02 | Cox Andrew Officer: Chief Marketing Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 1,568 | 7.22 | 11,320.96Derived: shares × price per share. Exact value 11320.96. | 5,473 | Direct (D) | No | F2
| Open filing 0001193125-26-253007 Read from the filing’s XML Dispute this row |
| 2026-06-01 Filed 2026-06-02 | Cox Andrew Officer: Chief Marketing Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 4,264 | 0 | — | 12,792 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-253007 Read from the filing’s XML Dispute this row |
| 2026-05-12 Filed 2026-05-13 | Friscia Anthony J Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 8,000 | 0 | — | 41,938 | Direct (D) | No | F1
| Open filing 0001193125-26-221289 Read from the filing’s XML Dispute this row |
| 2026-05-12 Filed 2026-05-13 | Bennett Robert Paul Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 8,000 | 0 | — | 27,305 | Direct (D) | No | F1
| Open filing 0001193125-26-221244 Read from the filing’s XML Dispute this row |
| 2026-05-12 Filed 2026-05-13 | Romine Warren N Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 8,000 | 0 | — | 29,702 | Direct (D) | No | F1
| Open filing 0001193125-26-221252 Read from the filing’s XML Dispute this row |
| 2026-05-12 Filed 2026-05-13 | BRADFORD NEIL Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 8,000 | 0 | — | 45,800 | Direct (D) | No | F1
| Open filing 0001193125-26-221280 Read from the filing’s XML Dispute this row |
| 2026-05-12 Filed 2026-05-13 | Munchbach Cory Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 8,000 | 0 | — | 22,737 | Direct (D) | No | F1
| Open filing 0001193125-26-221272 Read from the filing’s XML Dispute this row |
| 2026-04-15 Filed 2026-04-17 | Chouinard Scott Officer: Chief Accounting Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 6,800 | 0 | — | 6,800 | Direct (D) | No | F1, F2
| Open filing 0001193125-26-161455 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-29 | Favre Christophe Officer: Chief Sales Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 3,177 | 0 | — | 15,270 | Direct (D) | No | F1
| Open filing 0001193125-26-191144 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-29 | Favre Christophe Officer: Chief Sales Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 1,532 | 5.39 | 8,257.48Derived: shares × price per share. Exact value 8257.48. | 13,738 | Direct (D) | No | F2
| Open filing 0001193125-26-191144 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-29 | Favre Christophe Officer: Chief Sales Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 987 | 0 | — | 1,972 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-191144 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-29 | Favre Christophe Officer: Chief Sales Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 2,190 | 0 | — | 6,570 | Direct (D) | No | F3, F5
| Open filing 0001193125-26-191144 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Finn Leo Christian Officer: Chief Financial Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 14,335 | 0 | — | 45,683 | Direct (D) | No | F1
| Open filing 0001193125-26-140311 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Finn Leo Christian Officer: Chief Financial Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 4,207 | 5.39 | 22,675.73Derived: shares × price per share. Exact value 22675.73. | 41,476 | Direct (D) | No | F2
| Open filing 0001193125-26-140311 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Finn Leo Christian Officer: Chief Financial Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 6,001 | 0 | — | 12,001 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-140311 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Finn Leo Christian Officer: Chief Financial Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 2,446 | 0 | — | 24,999 | Direct (D) | No | F3, F5
| Open filing 0001193125-26-140311 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Finn Leo Christian Officer: Chief Financial Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 50,000 | 0 | — | 50,000 | Direct (D) | No | F3, F6
| Open filing 0001193125-26-140311 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Cox Andrew Officer: Chief Marketing Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 1,816 | 0 | — | 3,500 | Direct (D) | No | F1
| Open filing 0001193125-26-140478 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Cox Andrew Officer: Chief Marketing Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 723 | 5.39 | 3,896.97Derived: shares × price per share. Exact value 3896.97. | 2,777 | Direct (D) | No | F2
| Open filing 0001193125-26-140478 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Cox Andrew Officer: Chief Marketing Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 480 | 0 | — | 960 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-140478 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Cox Andrew Officer: Chief Marketing Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 1,336 | 0 | — | 4,005 | Direct (D) | No | F3, F5
| Open filing 0001193125-26-140478 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Cox Andrew Officer: Chief Marketing Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 25,000 | 0 | — | 25,000 | Direct (D) | No | F3, F6
| Open filing 0001193125-26-140478 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Johnson Carrie Officer: Chief Product Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 14,335 | 0 | — | 45,762 | Direct (D) | No | F1
| Open filing 0001193125-26-140304 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Johnson Carrie Officer: Chief Product Officer | FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3 | Disposed (D) | 5,353 | 5.39 | 28,852.67Derived: shares × price per share. Exact value 28852.67. | 40,409 | Direct (D) | No | F2
| Open filing 0001193125-26-140304 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Johnson Carrie Officer: Chief Product Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 6,001 | 0 | — | 12,001 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-140304 Read from the filing’s XML Dispute this row |
| 2026-04-01 Filed 2026-04-02 | Johnson Carrie Officer: Chief Product Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 8,334 | 0 | — | 24,999 | Direct (D) | No | F5
| Open filing 0001193125-26-140304 Read from the filing’s XML Dispute this row |
Institutional holders (Form 13F)
Quarter ending 2026-09-30: 7,211 filings read, the latest filed 2026-11-13. Prior quarter ending 2026-06-30: 9,150 filings read.
Showing 1–50 of 74
| Manager | Shares or principal | Value as filed | Change from the prior quarter | Source |
|---|---|---|---|---|
| Tieton Capital Management, LLC | 739,685 SH | 8,514 dollars | Lower by 17,791 Prior quarter: 757,476 | Open filing 0001381954-26-000004 Filed 2026-11-10 Dispute this row |
| Pacific Ridge Capital Partners, LLC | 702,649 SH | 8,087,490 dollars | Lower by 2,695 Prior quarter: 705,344 | Open filing 0001591546-26-000011 Filed 2026-11-12 Dispute this row |
| ACADIAN ASSET MANAGEMENT LLC Partly reported under another manager | 577,592 SH | 6,642 dollars | Higher by 147,982 Prior quarter: 429,610 | Open filing 0001140361-26-042753 Filed 2026-11-09 Dispute this row |
| VANGUARD CAPITAL MANAGEMENT LLC | 500,395 SH | 5,759,546 dollars | Unchanged Prior quarter: 500,395 | Open filing 0002100119-26-001711 Filed 2026-11-13 Dispute this row |
| Ballentine Partners, LLC Partly reported under another manager | 500,009 SH | 5,755,104 dollars | Not in the prior quarter’s filings read | Open filing 0001172661-26-004977 Filed 2026-11-13 Dispute this row |
| Russell Investments Group, Ltd. Partly reported under another manager | 426,910 SH | 4,913,753 dollars | Higher by 227,898 Prior quarter: 199,012 | Open filing 0001193125-26-451241 Filed 2026-11-06 Dispute this row |
| Nantahala Capital Management, LLC | 413,046 SH | 4,754,159 dollars | Lower by 1,113,846 Prior quarter: 1,526,892 | Open filing 0001104659-26-127125 Filed 2026-11-13 Dispute this row |
| RENAISSANCE TECHNOLOGIES LLC Partly reported under another manager | 405,606 SH | 4,668,525 dollars | Lower by 12,600 Prior quarter: 418,206 | Open filing 0001037389-26-000062 Filed 2026-11-12 Dispute this row |
| Quantinno Capital Management LP | 285,559 SH | 3,286,784 dollars | Lower by 3,636 Prior quarter: 289,195 | Open filing 0001759654-26-000011 Filed 2026-11-13 Dispute this row |
| BlackRock, Inc. Partly reported under another manager | 266,930 SH | 3,072,364 dollars | Lower by 3,175 Prior quarter: 270,105 | Open filing 0002012383-26-003985 Filed 2026-11-13 Dispute this row |
| DIMENSIONAL FUND ADVISORS LP Partly reported under another manager | 194,843 SH | 2,242,768 dollars | Lower by 17,120 Prior quarter: 211,963 | Open filing 0000354204-26-001096 Filed 2026-11-04 Dispute this row |
| SEI INVESTMENTS CO Partly reported under another manager | 179,641 SH | 2,067,668 dollars | Lower by 20,765 Prior quarter: 200,406 | Open filing 0000350894-26-000059 Filed 2026-11-10 Dispute this row |
| GEODE CAPITAL MANAGEMENT, LLC Partly reported under another manager | 160,017 SH | 1,842,204 dollars | Lower by 9,071 Prior quarter: 169,088 | Open filing 0001214717-26-000012 Filed 2026-11-06 Dispute this row |
| Invesco Ltd. Partly reported under another manager | 146,241 SH | 1,683,234 dollars | Higher by 133,030 Prior quarter: 13,211 | Open filing 0000914208-26-000462 Filed 2026-11-12 Dispute this row |
| Nierenberg Investment Management Company, LLC | 128,990 SH | 1,484,675 dollars | Lower by 2,120 Prior quarter: 131,110 | Open filing 0001941040-26-000820 Filed 2026-11-13 Dispute this row |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Partly reported under another manager | 103,139 SH | 1,187,130 dollars | Not in the prior quarter’s filings read | Open filing 0001164508-26-000060 Filed 2026-11-13 Dispute this row |
| MORGAN STANLEY Partly reported under another manager | 98,831 SH | 1,137,545 dollars | Lower by 64,957 Prior quarter: 163,788 | Open filing 0000895421-26-000309 Filed 2026-11-13 Dispute this row |
| KESTREL INVESTMENT MANAGEMENT CORP Partly reported under another manager | 84,400 SH | 971,444 dollars | Lower by 7,100 Prior quarter: 91,500 | Open filing 0000917579-26-000006 Filed 2026-11-02 Dispute this row |
| FEDERATED HERMES, INC. Partly reported under another manager | 81,950 SH | 943,245 dollars | Higher by 29,832 Prior quarter: 52,118 | Open filing 0001623632-26-001675 Filed 2026-11-12 Dispute this row |
| MARSHALL WACE, LLP Partly reported under another manager | 74,511 SH | 857,621 dollars | Higher by 8,534 Prior quarter: 65,977 | Open filing 0001318757-26-000012 Filed 2026-11-13 Dispute this row |
| VANGUARD FIDUCIARY TRUST CO | 72,282 SH | 831,966 dollars | Higher by 2,266 Prior quarter: 70,016 | Open filing 0000933478-26-000017 Filed 2026-11-13 Dispute this row |
| STATE STREET CORP Partly reported under another manager | 60,049 SH | 691,164 dollars | Lower by 5,164 Prior quarter: 65,213 | Open filing 0000093751-26-000747 Filed 2026-11-12 Dispute this row |
| SummerHaven Investment Management, LLC | 45,320 SH | 816,213 dollars | Not in the prior quarter’s filings read | Open filing 0001420506-26-002325 Filed 2026-10-16 Dispute this row |
| BARCLAYS PLC Partly reported under another manager | 43,593 SH | 501,755 dollars | Higher by 9,945 Prior quarter: 33,648 | Open filing 0000312069-26-000241 Filed 2026-11-06 Dispute this row |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 32,878 SH | 378,426 dollars | Higher by 86 Prior quarter: 32,792 | Open filing 0002100121-26-001150 Filed 2026-11-13 Dispute this row |
| Bank of New York Mellon Corp Partly reported under another manager | 31,439 SH | 361,862 dollars | Higher by 3,803 Prior quarter: 27,636 | Open filing 0001390777-26-000121 Filed 2026-11-05 Dispute this row |
| Empowered Funds, LLC Partly reported under another manager | 27,632 SH | 318,044 dollars | Not in the prior quarter’s filings read | Open filing 0001592828-26-000008 Filed 2026-11-13 Dispute this row |
| MACKENZIE FINANCIAL CORP | 24,388 SH | 280,706 dollars | Not in the prior quarter’s filings read | Open filing 0001062993-26-005652 Filed 2026-11-02 Dispute this row |
| OPPENHEIMER ASSET MANAGEMENT INC. Partly reported under another manager | 23,310 SH | 268,298 dollars | Higher by 7,638 Prior quarter: 15,672 | Open filing 0001085146-26-000917 Filed 2026-10-27 Dispute this row |
| Inscription Capital, LLC Partly reported under another manager | 19,232 SH | 221,360 dollars | Lower by 624 Prior quarter: 19,856 | Open filing 0001767868-26-000005 Filed 2026-11-02 Dispute this row |
| Qube Research Technologies Ltd | 18,449 SH | 212,348 dollars | Lower by 50,543 Prior quarter: 68,992 | Open filing 0001729829-26-000018 Filed 2026-11-13 Dispute this row |
| Daytona Street Capital LLC | 15,000 SH | 170,085 dollars | Not in the prior quarter’s filings read | Open filing 0002101936-26-000004 Filed 2026-10-15 Dispute this row |
| AMERICAN CENTURY COMPANIES INC Partly reported under another manager | 14,902 SH | 171,522 dollars | Higher by 3,184 Prior quarter: 11,718 | Open filing 0000748054-26-000008 Filed 2026-11-12 Dispute this row |
| Jefferies Financial Group Inc. Partly reported under another manager | 13,900 SH | 159,989 dollars | Not in the prior quarter’s filings read | Open filing 0000096223-26-000034 Filed 2026-11-05 Dispute this row |
| Catalyst Funds Management Pty Ltd | 13,139 SH | 151,230 dollars | Not in the prior quarter’s filings read | Open filing 0001896150-26-000016 Filed 2026-11-12 Dispute this row |
| ROYCE ASSOCIATES LP | 12,469 SH | 143,518 dollars | Not in the prior quarter’s filings read | Open filing 0000906304-26-000218 Filed 2026-11-09 Dispute this row |
| Focus Partners Wealth | 12,368 SH | 142,356 dollars | Lower by 658 Prior quarter: 13,026 | Open filing 0001542153-26-000021 Filed 2026-11-12 Dispute this row |
| Jump Financial, LLC Partly reported under another manager | 12,089 SH | 139,144 dollars | Not in the prior quarter’s filings read | Open filing 0000905148-26-004786 Filed 2026-11-13 Dispute this row |
| Steward Partners Investment Advisory, LLC | 11,974 SH | 137,818 dollars | Lower by 58 Prior quarter: 12,032 | Open filing 0001723397-26-000006 Filed 2026-11-13 Dispute this row |
| Savant Capital, LLC | 10,492 SH | 120,764 dollars | Not in the prior quarter’s filings read | Open filing 0001482880-26-000015 Filed 2026-11-06 Dispute this row |
| JANE STREET GROUP, LLC Partly reported under another manager | 10,365 SH | 119,301 dollars | Lower by 157,968 Prior quarter: 168,333 | Open filing 0001595888-26-000162 Filed 2026-11-12 Dispute this row |
| FMR LLC Partly reported under another manager | 9,603 SH | 110,531 dollars | Higher by 12 Prior quarter: 9,591 | Open filing 0000315066-26-002964 Filed 2026-11-10 Dispute this row |
| Versant Capital Management, Inc Partly reported under another manager | 8,360 SH | 96,224 dollars | Unchanged Prior quarter: 8,360 | Open filing 0001735057-26-000007 Filed 2026-10-02 Dispute this row |
| BNP PARIBAS FINANCIAL MARKETS Partly reported under another manager | 8,059 SH | 92,759 dollars | Higher by 4,481 Prior quarter: 3,578 | Open filing 0001166588-26-000012 Filed 2026-11-12 Dispute this row |
| Arax Advisory Partners Partly reported under another manager | 7,894 SH | 90,860 dollars | Lower by 2,185 Prior quarter: 10,079 | Open filing 0001586767-26-000009 Filed 2026-11-12 Dispute this row |
| CITIGROUP INC Partly reported under another manager | 5,499 SH | 63,293 dollars | Not in the prior quarter’s filings read | Open filing 0000831001-26-000052 Filed 2026-11-04 Dispute this row |
| Aster Capital Management (DIFC) Ltd Partly reported under another manager | 4,071 SH | 46,857 dollars | Lower by 21,539 Prior quarter: 25,610 | Open filing 0002040915-26-000006 Filed 2026-11-12 Dispute this row |
| Vanguard Global Advisers, LLC | 4,049 SH | 46,604 dollars | Unchanged Prior quarter: 4,049 | Open filing 0001811242-26-000017 Filed 2026-11-13 Dispute this row |
| PNC Financial Services Group, Inc. Partly reported under another manager | 3,724 SH | 42,863 dollars | Lower by 11,812 Prior quarter: 15,536 | Open filing 0001193125-26-450808 Filed 2026-11-06 Dispute this row |
| Employees Retirement System of Texas | 1,665 SH | 19 dollars | Not in the prior quarter’s filings read | Open filing 0001398739-26-000013 Filed 2026-11-10 Dispute this row |
Managers in the prior quarter with no filing read for the latest
They may simply not have filed yet: absent from the latest quarter’s filings read is not the same as a position sold.
- Portolan Capital Management, LLC 1,623,925 SH
- FIRST MANHATTAN CO. LLC. 750,000 SH
- HOTCHKIS WILEY CAPITAL MANAGEMENT LLC 366,689 SH
- AQR CAPITAL MANAGEMENT LLC 357,665 SH
- Ancora Advisors LLC 269,891 SH
- ArrowMark Colorado Holdings LLC 231,808 SH
- TWO SIGMA INVESTMENTS, LP 132,202 SH
- BRIDGEWAY CAPITAL MANAGEMENT, LLC 123,617 SH
- Trexquant Investment LP 76,916 SH
- SUSQUEHANNA INTERNATIONAL GROUP, LLP 74,551 SH
- GOLDMAN SACHS GROUP INC 66,865 SH
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC 64,854 SH
- Sixth Street Partners Management Company, L.P. 64,854 SH
- GSA CAPITAL PARTNERS LLP 64,275 SH
- PRICE T ROWE ASSOCIATES INC /MD/ 54,743 SH
- COOPER CREEK PARTNERS MANAGEMENT LLC 46,779 SH
- MILLENNIUM MANAGEMENT LLC 43,759 SH
- AMERIPRISE FINANCIAL INC 40,105 SH
- MERCER GLOBAL ADVISORS INC /ADV 38,578 SH
- HSBC HOLDINGS PLC 38,425 SH
- BANK OF AMERICA CORP /DE/ 35,203 SH
- NORTHERN TRUST CORP 28,997 SH
- IEQ CAPITAL, LLC 27,040 SH
- Vanguard Personalized Indexing Management, LLC 26,893 SH
- XTX Topco Ltd 23,659 SH
- D. E. Shaw Co., Inc. 21,389 SH
- Mariner, LLC 18,571 SH
- Squarepoint Ops LLC 15,727 SH
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,642 SH
- Corient Private Wealth LP 11,048 SH
- RHUMBLINE ADVISERS 6,135 SH
- Clear Street Group Inc. 3,114 SH
- ELKHORN PARTNERS LIMITED PARTNERSHIP 3,000 SH
- Integrated Wealth Concepts LLC 1,157 SH
- ROYAL BANK OF CANADA 258 SH
- Rialto Wealth Management, LLC 79 SH
- Covestor Ltd 37 SH
- WELLS FARGO COMPANY/MN 20 SH
- Basecamp Wealth Advisors LLC 20 SH
- Wealth Enhancement Trust Services, Inc. 11 SH
- Optiver Holding B.V. 6 SH
- Clearstead Advisors, LLC 2 SH
- JPL Wealth Management, LLC 1 SH
- HUNTINGTON NATIONAL BANK 1 SH
- Form 13F covers long positions in Section 13(f) securities only: no short positions and no securities outside that list.
- A manager that has not yet filed for the latest quarter is absent, not at zero; filings are due up to 45 days after quarter end.
- A change is the difference between two quarter-end snapshots, not a trade.
- A position reported under another manager may also appear in that manager’s filing; rows are not added together.
- Holdings the securities list cannot place with this company, or places ambiguously, are not shown.
5% holders (Schedule 13D and 13G)
Schedules filed in the SEC’s structured format (late 2024 onward) are read here. Earlier schedules are free text and are not read.
| Holder | Percent of class | Shares held | Event date | Form | Source |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC Common Stock, $.01 Par Value | 7.94 | 1,541,276.00 | 03/31/2026 Filed 2026-05-15 | SCHEDULE 13G/AAmendment 1 | Open filing 0001104659-26-062495 Dispute this row |
| George McCabe Common Stock, $.01 Par Value | 7.94 | 1,541,276.00 | 03/31/2026 Filed 2026-05-15 | SCHEDULE 13G/AAmendment 1 | Open filing 0001104659-26-062495 Dispute this row |
| Portolan Capital Management, LLC Common Stock, $0.01 Par Value | 6.12 | 1,163,008.00 | 02/11/2026 Filed 2026-02-19 | SCHEDULE 13G | Open filing 0001104659-26-017630 Dispute this row |
| George McCabe Common Stock, $0.01 Par Value | 6.12 | 1,163,008.00 | 02/11/2026 Filed 2026-02-19 | SCHEDULE 13G | Open filing 0001104659-26-017630 Dispute this row |
| ROYCE ASSOCIATES LP Common Stock | .56 | 106,387.00 | 09/30/2025 Filed 2025-10-22 | SCHEDULE 13G/AAmendment 14 | Open filing 0000906304-25-000217 Dispute this row |
| ROYCE ASSOCIATES LP Common Stock | 5.88 | 1,121,297.00 | 06/30/2025 Filed 2025-07-22 | SCHEDULE 13G/AAmendment 13 | Open filing 0000906304-25-000147 Dispute this row |
| George F. Colony Common Stock, $0.01 par value per share | 38.7 | 7,380,411 | 06/30/2025 Filed 2025-07-01 | SCHEDULE 13G/AAmendment 21 | Open filing 0000950170-25-092341 Dispute this row |
Percent is of the class the filing names, as the holder stated it. Members of a group each report the group’s shares, so rows are not added together.
What was read
2,024,280 filings read, dated 2004-06-14 to 2026-11-13: Forms 3, 3/A, 4, 4/A, 5, 5/A.
Years can be incomplete while the archive is still being read. A year with few filings here is not a statement that few were made.
| Filing year | Filings read |
|---|---|
| 2015 | 1 |
| 2016 | 204,322 |
| 2017 | 202,494 |
| 2018 | 202,048 |
| 2019 | 193,638 |
| 2020 | 144,184 |
| 2021 | 224,474 |
| 2022 | 40,015 |
| 2023 | 199,811 |
| 2024 | 117,969 |
| 2025 | 235,520 |
| 2026 | 254,026 |
Filings made before the SEC required XML are listed, not extracted.