English
Insider transactions
EDGARBrightView Holdings, 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)
- 4 transactions, 65,000 shares
- Sum of shares × price per share: 758,100
- Open-market sales (code S)
- 1 transactions, 35,000 shares
- Sum of shares × price per share: 441,700
Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.
Showing 1–50 of 138
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-11-11 Filed 2026-11-12 | Asplund Dale A Officer: President and CEO | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 277,777 | 0.00 | 0Derived: shares × price per share. Exact value 0.00. | 473,931 | Direct (D) | No | F1, F2
| Open filing 0001518625-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Asplund Dale A Officer: President and CEO | 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) | 109,306 | 9.87 | 1,078,850.22Derived: shares × price per share. Exact value 1078850.22. | 364,625 | Direct (D) | No | F3, F2
| Open filing 0001518625-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Asplund Dale A Officer: President and CEO | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 250,000 | 0.00 | 0Derived: shares × price per share. Exact value 0.00. | 614,625 | Direct (D) | No | F1, F2
| Open filing 0001518625-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Asplund Dale A Officer: President and CEO | 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) | 98,375 | 9.87 | 970,961.25Derived: shares × price per share. Exact value 970961.25. | 516,250 | Direct (D) | No | F3, F2
| Open filing 0001518625-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Gottsegen Jonathan Mark Officer: EVP, CLO Corporate Secretary | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 51,805 | 0.00 | 0Derived: shares × price per share. Exact value 0.00. | 197,396 | Direct (D) | No | F1, F2
| Open filing 0001456903-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Gottsegen Jonathan Mark Officer: EVP, CLO Corporate Secretary | 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) | 18,679 | 9.87 | 184,361.73Derived: shares × price per share. Exact value 184361.73. | 178,717 | Direct (D) | No | F3, F2
| Open filing 0001456903-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Urban Brett Nicholas Officer: Chief Financial Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 69,444 | 0.00 | 0Derived: shares × price per share. Exact value 0.00. | 162,806 | Direct (D) | No | F1, F2
| Open filing 0001946135-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Urban Brett Nicholas 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) | 34,386 | 9.87 | 339,389.82Derived: shares × price per share. Exact value 339389.82. | 128,420 | Direct (D) | No | F3, F2
| Open filing 0001946135-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Dozier Michael Joe Officer: EVP, Chief Commercial officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 35,416 | 0.00 | 0Derived: shares × price per share. Exact value 0.00. | 267,060 | Direct (D) | No | F1, F2
| Open filing 0001791941-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Dozier Michael Joe Officer: EVP, Chief Commercial 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) | 10,392 | 9.87 | 102,569.04Derived: shares × price per share. Exact value 102569.04. | 256,668 | Direct (D) | No | F3, F2
| Open filing 0001791941-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Orders Amanda Marie Officer: EVP CHRO | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 41,666 | 0.00 | 0Derived: shares × price per share. Exact value 0.00. | 191,536 | Direct (D) | No | F1, F2
| Open filing 0001794175-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Orders Amanda Marie Officer: EVP CHRO | 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) | 17,542 | 9.87 | 173,139.54Derived: shares × price per share. Exact value 173139.54. | 173,994 | Direct (D) | No | F3, F2
| Open filing 0001794175-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Jackson Brian Edward Officer: Chief Accounting Officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 8,750 | 0.00 | 0Derived: shares × price per share. Exact value 0.00. | 36,972 | Direct (D) | No | F1, F2
| Open filing 0001985333-26-000002 Read from the filing’s XML Dispute this row |
| 2026-11-11 Filed 2026-11-12 | Jackson Brian Edward 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) | 2,505 | 9.87 | 24,724.35Derived: shares × price per share. Exact value 24724.35. | 34,467 | Direct (D) | No | F3, F2
| Open filing 0001985333-26-000002 Read from the filing’s XML Dispute this row |
| 2026-10-01 Filed 2026-10-02 | Asplund Dale A Officer: President and CEO | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 229,455 | — | — | 282,065 | Direct (D) | No | F1, F2
| Open filing 0001193125-26-412427 Read from the filing’s XML Dispute this row |
| 2026-10-01 Filed 2026-10-02 | Asplund Dale A Officer: President and CEO | 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) | 85,911 | 10.16 | 872,855.76Derived: shares × price per share. Exact value 872855.76. | 196,154 | Direct (D) | No | F3, F2
| Open filing 0001193125-26-412427 Read from the filing’s XML Dispute this row |
| 2026-10-01 Filed 2026-10-02 | Asplund Dale A Officer: President and CEO | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 229,455 | 0 | — | 229,455 | Direct (D) | No | F4, F5
| Open filing 0001193125-26-412427 Read from the filing’s XML Dispute this row |
| 2026-09-30 Filed 2026-10-01 | SWAN MARA E Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 2,625 | 10.00 | 26,250Derived: shares × price per share. Exact value 26250.00. | 135,601 | Direct (D) | No | F1
| Open filing 0001193125-26-410731 Read from the filing’s XML Dispute this row |
| 2026-09-30 Filed 2026-10-01 | Bomba Jane L Okun Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 2,625 | 10.00 | 26,250Derived: shares × price per share. Exact value 26250.00. | 138,520 | Direct (D) | No | F1
| Open filing 0001193125-26-410730 Read from the filing’s XML Dispute this row |
| 2026-09-30 Filed 2026-10-01 | Cornog William L Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 2,287 | 10.00 | 22,870Derived: shares × price per share. Exact value 22870.00. | 83,287 | Direct (D) | No | F1
| Open filing 0001193125-26-410733 Read from the filing’s XML Dispute this row |
| 2026-09-30 Filed 2026-10-01 | Lopez Francisco Jr. Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 2,587 | 10.00 | 25,870Derived: shares × price per share. Exact value 25870.00. | 100,801 | Direct (D) | No | F1
| Open filing 0001193125-26-410732 Read from the filing’s XML Dispute this row |
| 2026-08-06 Filed 2026-08-06 | Cornog William L Director | POpen market or private purchase of non-derivative or derivative security | Acquired (A) | 40,000 | 11.25 | 450,000Derived: shares × price per share. Exact value 450000.00. | 70,000 | Indirect (I) As trustee of trusts for children | No | F1, F2
| Open filing 0001697415-26-000002 Read from the filing’s XML Dispute this row |
| 2026-08-06 Filed 2026-08-06 | Cornog William L Director | POpen market or private purchase of non-derivative or derivative security | Acquired (A) | 10,000 | 11.24 | 112,400Derived: shares × price per share. Exact value 112400.00. | 15,000 | Indirect (I) As trustee for living trust | No | F3
| Open filing 0001697415-26-000002 Read from the filing’s XML Dispute this row |
| 2026-06-30 Filed 2026-07-01 | Bomba Jane L Okun Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 1,852 | 14.17 | 26,242.84Derived: shares × price per share. Exact value 26242.84. | 135,895 | Direct (D) | No | F1
| Open filing 0001193125-26-292645 Read from the filing’s XML Dispute this row |
| 2026-06-30 Filed 2026-07-01 | Cornog William L Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 1,614 | 14.17 | 22,870.38Derived: shares × price per share. Exact value 22870.38. | 81,000 | Direct (D) | No | F1
| Open filing 0001193125-26-292650 Read from the filing’s XML Dispute this row |
| 2026-06-30 Filed 2026-07-01 | SWAN MARA E Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 1,852 | 14.17 | 26,242.84Derived: shares × price per share. Exact value 26242.84. | 132,976 | Direct (D) | No | F1
| Open filing 0001193125-26-292655 Read from the filing’s XML Dispute this row |
| 2026-06-30 Filed 2026-07-01 | Lopez Francisco Jr. Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 1,826 | 14.17 | 25,874.42Derived: shares × price per share. Exact value 25874.42. | 98,214 | Direct (D) | No | F1
| Open filing 0001193125-26-292637 Read from the filing’s XML Dispute this row |
| 2026-04-02 Filed 2026-04-06 | Dozier Michael Joe Officer: EVP, Chief Commercial officer | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 42,700 | 0 | — | 42,700 | Direct (D) | No | F2, F3
| Open filing 0001193125-26-143959 Read from the filing’s XML Dispute this row |
| 2026-03-31 Filed 2026-04-01 | Cornog William L Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 1,961 | 11.79 | 23,120.19Derived: shares × price per share. Exact value 23120.19. | 79,386 | Direct (D) | No | F1
| Open filing 0001193125-26-138156 Read from the filing’s XML Dispute this row |
| 2026-03-31 Filed 2026-04-01 | Lopez Francisco Jr. Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 2,194 | 11.79 | 25,867.26Derived: shares × price per share. Exact value 25867.26. | 96,388 | Direct (D) | No | F1
| Open filing 0001193125-26-138160 Read from the filing’s XML Dispute this row |
| 2026-03-31 Filed 2026-04-01 | SWAN MARA E Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 2,226 | 11.79 | 26,244.54Derived: shares × price per share. Exact value 26244.54. | 131,124 | Direct (D) | No | F1
| Open filing 0001193125-26-138158 Read from the filing’s XML Dispute this row |
| 2026-03-31 Filed 2026-04-01 | Bomba Jane L Okun Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 2,332 | 11.79 | 27,494.28Derived: shares × price per share. Exact value 27494.28. | 134,043 | Direct (D) | No | F1
| Open filing 0001193125-26-138155 Read from the filing’s XML Dispute this row |
| 2026-03-04 Filed 2026-03-04 | ABRAHAMSON JAMES R Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 11,833 | 0 | — | 11,833 | Direct (D) | No | F2, F4
| Open filing 0001193125-26-091630 Read from the filing’s XML Dispute this row |
| 2026-03-04 Filed 2026-03-04 | SWAN MARA E Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 11,833 | 0 | — | 11,833 | Direct (D) | No | F2, F4
| Open filing 0001193125-26-091629 Read from the filing’s XML Dispute this row |
| 2026-03-04 Filed 2026-03-04 | Lopez Francisco Jr. Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 11,833 | 0 | — | 11,833 | Direct (D) | No | F2, F4
| Open filing 0001193125-26-091627 Read from the filing’s XML Dispute this row |
| 2026-03-04 Filed 2026-03-04 | Cornog William L Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 11,833 | 0 | — | 11,833 | Direct (D) | No | F3, F5
| Open filing 0001193125-26-091639 Read from the filing’s XML Dispute this row |
| 2026-03-04 Filed 2026-03-04 | Bomba Jane L Okun Director | AGrant, award or other acquisition pursuant to Rule 16b-3(d) | Acquired (A) | 11,833 | 0 | — | 11,833 | Direct (D) | No | F2, F4
| Open filing 0001193125-26-091632 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | ABRAHAMSON JAMES R Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 10,894 | — | — | 280,782 | Direct (D) | No | F1
| Open filing 0001193125-26-091630 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | ABRAHAMSON JAMES R Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 10,894 | 0 | — | 0 | Direct (D) | No | F2, F3
| Open filing 0001193125-26-091630 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | SWAN MARA E Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 10,894 | — | — | 128,898 | Direct (D) | No | F1
| Open filing 0001193125-26-091629 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | SWAN MARA E Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 10,894 | 0 | — | 0 | Direct (D) | No | F2, F3
| Open filing 0001193125-26-091629 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | Lopez Francisco Jr. Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 10,894 | — | — | 94,194 | Direct (D) | No | F1
| Open filing 0001193125-26-091627 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | Lopez Francisco Jr. Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 10,894 | 0 | — | 0 | Direct (D) | No | F2, F3
| Open filing 0001193125-26-091627 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | Cornog William L Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 10,894 | — | — | 77,425 | Direct (D) | No | F1
| Open filing 0001193125-26-091639 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | Cornog William L Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 10,894 | 0 | — | 0 | Direct (D) | No | F3, F4
| Open filing 0001193125-26-091639 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | Bomba Jane L Okun Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 10,894 | — | — | 131,711 | Direct (D) | No | F1
| Open filing 0001193125-26-091632 Read from the filing’s XML Dispute this row |
| 2026-03-02 Filed 2026-03-04 | Bomba Jane L Okun Director | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 10,894 | 0 | — | 0 | Direct (D) | No | F2, F3
| Open filing 0001193125-26-091632 Read from the filing’s XML Dispute this row |
| 2026-02-28 Filed 2026-03-02 | Jackson Brian Edward Officer: Chief Accounting Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Acquired (A) | 1,863 | — | — | 28,854 | Direct (D) | No | F1, F2
| Open filing 0001193125-26-085500 Read from the filing’s XML Dispute this row |
| 2026-02-28 Filed 2026-03-02 | Jackson Brian Edward 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) | 632 | 13.79 | 8,715.28Derived: shares × price per share. Exact value 8715.28. | 28,222 | Direct (D) | No | F3, F2
| Open filing 0001193125-26-085500 Read from the filing’s XML Dispute this row |
| 2026-02-28 Filed 2026-03-02 | Jackson Brian Edward Officer: Chief Accounting Officer | MExercise or conversion of derivative security exempted pursuant to Rule 16b-3 | Disposed (D) | 1,863 | 0 | — | 5,589 | Direct (D) | No | F4, F5
| Open filing 0001193125-26-085500 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 139
| Manager | Shares or principal | Value as filed | Change from the prior quarter | Source |
|---|---|---|---|---|
| Kohlberg Kravis Roberts Co. L.P. | 21,533,123 SH | 219,093,045 dollars | Unchanged Prior quarter: 21,533,123 | Open filing 0001399770-26-000010 Filed 2026-11-13 Dispute this row |
| BlackRock, Inc. Partly reported under another manager | 5,693,915 SH | 56,939,150 dollars | Higher by 41,738 Prior quarter: 5,652,177 | Open filing 0002012383-26-003985 Filed 2026-11-13 Dispute this row |
| DIMENSIONAL FUND ADVISORS LP Partly reported under another manager | 5,491,495 SH | 54,915,366 dollars | Higher by 15,160 Prior quarter: 5,476,335 | Open filing 0000354204-26-001096 Filed 2026-11-04 Dispute this row |
| Van Berkom Associates Inc. | 5,185,923 SH | 51,859 dollars | Higher by 168,606 Prior quarter: 5,017,317 | Open filing 0001524408-26-000016 Filed 2026-11-04 Dispute this row |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,203,716 SH | 32,037,160 dollars | Lower by 21,146 Prior quarter: 3,224,862 | Open filing 0002100121-26-001150 Filed 2026-11-13 Dispute this row |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,087,162 SH | 30,871,620 dollars | Lower by 19,342 Prior quarter: 3,106,504 | Open filing 0002100119-26-001711 Filed 2026-11-13 Dispute this row |
| FMR LLC Partly reported under another manager | 2,735,771 SH | 27,357,714 dollars | Higher by 302,483 Prior quarter: 2,433,288 | Open filing 0000315066-26-002964 Filed 2026-11-10 Dispute this row |
| COOKE BIELER LP | 2,310,933 SH | 23,109,330 dollars | Lower by 198,594 Prior quarter: 2,509,527 | Open filing 0000024386-26-000009 Filed 2026-10-21 Dispute this row |
| ROYCE ASSOCIATES LP | 1,892,503 SH | 18,925,030 dollars | Higher by 381,505 Prior quarter: 1,510,998 | Open filing 0000906304-26-000218 Filed 2026-11-09 Dispute this row |
| GEODE CAPITAL MANAGEMENT, LLC Partly reported under another manager | 1,782,343 SH | 17,827,300 dollars | Lower by 15,054 Prior quarter: 1,797,397 | Open filing 0001214717-26-000012 Filed 2026-11-06 Dispute this row |
| STATE STREET CORP Partly reported under another manager | 1,675,678 SH | 16,756,780 dollars | Lower by 51,137 Prior quarter: 1,726,815 | Open filing 0000093751-26-000747 Filed 2026-11-12 Dispute this row |
| MACKENZIE FINANCIAL CORP | 1,521,856 SH | 15,218,560 dollars | Higher by 170,004 Prior quarter: 1,351,852 | Open filing 0001062993-26-005652 Filed 2026-11-02 Dispute this row |
| PRIVATE MANAGEMENT GROUP INC Partly reported under another manager | 1,394,689 SH | 13,946,890 dollars | Higher by 763,382 Prior quarter: 631,307 | Open filing 0001142031-26-000022 Filed 2026-11-04 Dispute this row |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Partly reported under another manager | 1,380,196 SH | 13,801,960 dollars | Higher by 256,548 Prior quarter: 1,123,648 | Open filing 0001164508-26-000060 Filed 2026-11-13 Dispute this row |
| MORGAN STANLEY Partly reported under another manager | 1,085,280 SH | 10,852,802 dollars | Higher by 692,738 Prior quarter: 392,542 | Open filing 0000895421-26-000309 Filed 2026-11-13 Dispute this row |
| Telemark Asset Management, LLC | 1,000,000 SH | 10,000,000 dollars | Higher by 150,000 Prior quarter: 850,000 | Open filing 0000898432-26-000776 Filed 2026-11-10 Dispute this row |
| GAGNON SECURITIES LLC | 748,393 SH | 7,483,930 dollars | Not in the prior quarter’s filings read | Open filing 0001019056-26-000150 Filed 2026-11-05 Dispute this row |
| Dana Investment Advisors, Inc. | 492,908 SH | 4,929,080 dollars | Lower by 7,133 Prior quarter: 500,041 | Open filing 0001427514-26-000008 Filed 2026-11-13 Dispute this row |
| VANGUARD FIDUCIARY TRUST CO | 456,825 SH | 4,568,250 dollars | Lower by 1,728 Prior quarter: 458,553 | Open filing 0000933478-26-000017 Filed 2026-11-13 Dispute this row |
| THOMPSON SIEGEL WALMSLEY LLC Partly reported under another manager | 445,244 SH | 4,452 dollars | Higher by 86,160 Prior quarter: 359,084 | Open filing 0001008322-26-000012 Filed 2026-11-05 Dispute this row |
| Russell Investments Group, Ltd. Partly reported under another manager | 437,739 SH | 4,377,390 dollars | Lower by 111,352 Prior quarter: 549,091 | Open filing 0001193125-26-451241 Filed 2026-11-06 Dispute this row |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 421,769 SH | 4,217,690 dollars | Unchanged Prior quarter: 421,769 | Open filing 0001085146-26-000940 Filed 2026-11-13 Dispute this row |
| FIRST TRUST ADVISORS LP | 417,280 SH | 4,172,800 dollars | Higher by 6,367 Prior quarter: 410,913 | Open filing 0001445546-26-008622 Filed 2026-11-12 Dispute this row |
| HRT FINANCIAL LP | 390,203 SH | 3,902 dollars | Higher by 255,808 Prior quarter: 134,395 | Open filing 0001475597-26-000249 Filed 2026-11-13 Dispute this row |
| Empowered Funds, LLC Partly reported under another manager | 389,187 SH | 3,891,870 dollars | Lower by 47,556 Prior quarter: 436,743 | Open filing 0001592828-26-000008 Filed 2026-11-13 Dispute this row |
| Gagnon Advisors, LLC | 386,513 SH | 3,865,130 dollars | Not in the prior quarter’s filings read | Open filing 0001019056-26-000153 Filed 2026-11-06 Dispute this row |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 356,780 SH | 3,567,800 dollars | Higher by 68,717 Prior quarter: 288,063 | Open filing 0000796848-26-000015 Filed 2026-11-13 Dispute this row |
| Bleakley Financial Group, LLC | 283,961 SH | 2,839,610 dollars | Higher by 115,557 Prior quarter: 168,404 | Open filing 0001936953-26-000005 Filed 2026-11-13 Dispute this row |
| Bank of New York Mellon Corp Partly reported under another manager | 273,123 SH | 2,731,230 dollars | Lower by 5,743 Prior quarter: 278,866 | Open filing 0001390777-26-000121 Filed 2026-11-05 Dispute this row |
| Penn Capital Management Company, LLC | 261,586 SH | 2,615,860 dollars | Higher by 58,892 Prior quarter: 202,694 | Open filing 0001420506-26-002486 Filed 2026-11-04 Dispute this row |
| PEREGRINE CAPITAL MANAGEMENT LLC | 250,185 SH | 2,501,850 dollars | Lower by 27,805 Prior quarter: 277,990 | Open filing 0000764529-26-000008 Filed 2026-11-09 Dispute this row |
| First Eagle Investment Management, LLC | 245,144 SH | 2,451,440 dollars | Not in the prior quarter’s filings read | Open filing 0001325447-26-000037 Filed 2026-11-10 Dispute this row |
| HighTower Advisors, LLC | 187,981 SH | 1,879,810 dollars | Higher by 27 Prior quarter: 187,954 | Open filing 0001085146-26-000933 Filed 2026-11-10 Dispute this row |
| SEI INVESTMENTS CO Partly reported under another manager | 173,851 SH | 1,738,510 dollars | Lower by 123 Prior quarter: 173,974 | Open filing 0000350894-26-000059 Filed 2026-11-10 Dispute this row |
| UBS Group AG Partly reported under another manager | 165,078 SH | 1,650,780 dollars | Lower by 218,435 Prior quarter: 383,513 | Open filing 0001610520-26-000121 Filed 2026-11-10 Dispute this row |
| Nuveen, LLC Partly reported under another manager | 156,549 SH | 1,565,490 dollars | Lower by 113,773 Prior quarter: 270,322 | Open filing 0000930413-26-003284 Filed 2026-11-10 Dispute this row |
| Creative Planning Partly reported under another manager | 152,204 SH | 1,522,040 dollars | Higher by 108,461 Prior quarter: 43,743 | Open filing 0001540235-26-000006 Filed 2026-11-02 Dispute this row |
| MARSHALL WACE, LLP Partly reported under another manager | 147,649 SH | 1,476,490 dollars | Higher by 118,877 Prior quarter: 28,772 | Open filing 0001318757-26-000012 Filed 2026-11-13 Dispute this row |
| Swiss National Bank | 141,800 SH | 1,418,000 dollars | Unchanged Prior quarter: 141,800 | Open filing 0001582202-26-000008 Filed 2026-11-12 Dispute this row |
| Invesco Ltd. Partly reported under another manager | 129,140 SH | 1,291,400 dollars | Lower by 7,637 Prior quarter: 136,777 | Open filing 0000914208-26-000462 Filed 2026-11-12 Dispute this row |
| Quantinno Capital Management LP | 111,017 SH | 1,110,170 dollars | Higher by 34,220 Prior quarter: 76,797 | Open filing 0001759654-26-000011 Filed 2026-11-13 Dispute this row |
| WINTON GROUP Ltd | 95,541 SH | 955,410 dollars | Not in the prior quarter’s filings read | Open filing 0001612063-26-000014 Filed 2026-11-12 Dispute this row |
| STRS OHIO | 95,000 SH | 950,000 dollars | Higher by 42,700 Prior quarter: 52,300 | Open filing 0000820478-26-000018 Filed 2026-10-30 Dispute this row |
| RHUMBLINE ADVISERS | 92,277 SH | 922,770 dollars | Higher by 165 Prior quarter: 92,112 | Open filing 0001115418-26-000015 Filed 2026-11-10 Dispute this row |
| AMERICAN CENTURY COMPANIES INC Partly reported under another manager | 88,107 SH | 881,070 dollars | Lower by 39,297 Prior quarter: 127,404 | Open filing 0000748054-26-000008 Filed 2026-11-12 Dispute this row |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 82,335 SH | 823,350 dollars | Unchanged Prior quarter: 82,335 | Open filing 0001081019-26-000023 Filed 2026-11-13 Dispute this row |
| FRANKLIN TEMPLETON INC Partly reported under another manager | 79,266 SH | 949,606 dollars | Higher by 4,984 Prior quarter: 74,282 | Open filing 0000038777-26-000291 Filed 2026-11-12 Dispute this row |
| Vanguard Global Advisers, LLC | 67,150 SH | 671,500 dollars | Lower by 34,248 Prior quarter: 101,398 | Open filing 0001811242-26-000017 Filed 2026-11-13 Dispute this row |
| DEUTSCHE BANK AG\ Partly reported under another manager | 64,865 SH | 648,650 dollars | Lower by 6,846 Prior quarter: 71,711 | Open filing 0000948046-26-000083 Filed 2026-11-06 Dispute this row |
| SummerHaven Investment Management, LLC | 63,952 SH | 639,520 dollars | Not in the prior quarter’s filings read | Open filing 0001420506-26-002336 Filed 2026-10-19 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.
- GOLDMAN SACHS GROUP INC 3,888,211 SH
- Harvey Partners, LLC 3,078,797 SH
- ALLIANCEBERNSTEIN L.P. 2,276,098 SH
- Newtyn Management, LLC 1,940,000 SH
- TWO SIGMA INVESTMENTS, LP 1,619,826 SH
- PUNCH ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,184,042 SH
- MILLENNIUM MANAGEMENT LLC 1,067,917 SH
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,016,593 SH
- Sixth Street Partners Management Company, L.P. 1,016,593 SH
- Boston Partners 899,918 SH
- AWH Capital, L.P. 850,000 SH
- Ophir Asset Management Pty Ltd 782,131 SH
- BRIDGEWAY CAPITAL MANAGEMENT, LLC 690,443 SH
- D. E. Shaw Co., Inc. 656,984 SH
- NORTHERN TRUST CORP 592,564 SH
- Pillsbury Lake Capital LLC 502,957 SH
- ALGERT GLOBAL LLC 476,749 SH
- CastleKnight Management LP 452,400 SH
- GILDER GAGNON HOWE CO LLC 416,989 SH
- PALISADE CAPITAL MANAGEMENT, LP 366,435 SH
- Trexquant Investment LP 357,251 SH
- Interval Partners, LP 349,222 SH
- NEW YORK STATE COMMON RETIREMENT FUND 246,188 SH
- RICE HALL JAMES ASSOCIATES, LLC 220,630 SH
- CONNORS INVESTOR SERVICES INC 190,964 SH
- AQR CAPITAL MANAGEMENT LLC 169,595 SH
- BANK OF AMERICA CORP /DE/ 159,739 SH
- ANCHOR CAPITAL ADVISORS LLC 158,876 SH
- XTX Topco Ltd 158,229 SH
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 134,370 SH
- BOOTHBAY FUND MANAGEMENT, LLC 119,030 SH
- Expect Equity LLC 116,484 SH
- WELLS FARGO COMPANY/MN 74,547 SH
- PRICE T ROWE ASSOCIATES INC /MD/ 73,890 SH
- Legal General Group Plc 62,501 SH
- Y-Intercept (Hong Kong) Ltd 55,493 SH
- DARK FOREST CAPITAL MANAGEMENT LP 52,914 SH
- MetLife Investment Management, LLC 43,665 SH
- Brevan Howard Capital Management LP 43,413 SH
- INCEPTIONR LLC 41,689 SH
- MERCER GLOBAL ADVISORS INC /ADV 39,188 SH
- Balyasny Asset Management L.P. 36,851 SH
- Engineers Gate Manager LP 34,800 SH
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 32,726 SH
- STATE OF WISCONSIN INVESTMENT BOARD 28,706 SH
- SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,127 SH
- Sound Capital Solutions LLC 27,520 SH
- Jupiter Topco LLC 27,074 SH
- Numerai GP LLC 25,892 SH
- TUDOR INVESTMENT CORP ET AL 25,534 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 |
|---|---|---|---|---|---|
| The Vanguard Group Common Stock | 0 | 0 | 03/13/2026 Filed 2026-03-26 | SCHEDULE 13G/AAmendment 3 | Open filing 0000102909-26-000832 Dispute this row |
| Van Berkom Associates Inc. Common Shares | 5.1 | 4,858,860.00 | 12/31/2025 Filed 2026-02-02 | SCHEDULE 13G | Open filing 0001524408-26-000003 Dispute this row |
| BlackRock, Inc. Common Stock | 5.3 | 5,041,087 | 09/30/2025 Filed 2025-10-17 | SCHEDULE 13G | Open filing 0002012383-25-002514 Dispute this row |
| KKR BrightView Aggregator L.P. Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| KKR BrightView Aggregator GP LLC Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| KKR North America Fund XI L.P. Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| KKR Associates North America XI L.P. Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| KKR North America XI Limited Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| KKR Group Partnership L.P. Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| KKR Group Holdings Corp. Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| KKR Group Co. Inc. Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| KKR Co. Inc. Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| KKR Management LLP Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| Henry R. Kravis Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| George R. Roberts Common Stock, par value $0.01 per share | 22.6 | 21,533,123 | 06/30/2025 Filed 2025-08-08 | SCHEDULE 13G/AAmendment 6 | Open filing 0001140361-25-029875 Dispute this row |
| The Vanguard Group Common Stock | 7.38 | 7,042,527 | 06/30/2025 Filed 2025-07-29 | SCHEDULE 13G/AAmendment 2 | Open filing 0000932471-25-000802 Dispute this row |
| Dimensional Fund Advisors LP Common Stock | 5.0 | 4,806,719.00 | 06/30/2025 Filed 2025-07-15 | SCHEDULE 13G | Open filing 0000354204-25-001074 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.