Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Five9, Inc.

CIK 0001288847FIVN· quarter ending 2026-06-30

Shares outstanding

74,723,531

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

79,937,493

107.0% of shares outstanding

Holders

292

+0 vs 2026-03-31 · 53 new, 53 exited

Value

$1.7B

shares -5.4% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	FIVN · NASDAQ	74,723,531	79,937,493	107.0%	292	338307101

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	338307101	COM	292	79,937,493	74,723,531	107.0%	$1.7B	12 call / 10 put	13DG	holders →
	338307AF8	NOTE 1.000% 3/1not common	50	11,305,000 $727.2M principal	—	—	$650.1M	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 292 · 338307101)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	VANGUARD PORTFOLIO MANAGEMENT LLC	7,083,605	9.48%	$151.0M	+363,623 (+5.4%)
2	BlackRock, Inc.	7,074,625	9.47%	$150.8M	+26,983 (+0.4%)
3	Voss Capital, LP	4,865,000	6.51%	$103.7M	-960,000 (-16.5%)
4	AMERIPRISE FINANCIAL INC	4,140,003	5.54%	$88.3M	+1,981,003 (+91.8%)
5	VANGUARD CAPITAL MANAGEMENT LLC	3,312,397	4.43%	$70.6M	-16,657 (-0.5%)
6	Van Berkom & Associates Inc.	3,110,100	4.16%	$66.3M	-3,556,172 (-53.3%)
7	Anson Funds Management LP	2,499,481	3.34%	$53.3M	-1,673,869 (-40.1%)
8	Driehaus Capital Management LLC	2,265,900	3.03%	$48.3M	NEW
9	DIMENSIONAL FUND ADVISORS LP	2,222,894	2.97%	$47.4M	+1,168,125 (+110.7%)
10	GEODE CAPITAL MANAGEMENT, LLC	2,163,451	2.90%	$46.1M	+100,599 (+4.9%)
11	STATE STREET CORP	2,069,554	2.77%	$44.1M	+21,316 (+1.0%)
12	FIRST TRUST ADVISORS LP	1,865,447	2.50%	$39.8M	+462,076 (+32.9%)
13	ARMISTICE CAPITAL, LLC	1,536,000	2.06%	$32.7M	-56,000 (-3.5%)
14	BANK OF AMERICA CORP /DE/	1,377,873	1.84%	$29.4M	+207,396 (+17.7%)
15	AQR CAPITAL MANAGEMENT LLC	1,227,051	1.64%	$25.7M	+279,880 (+29.5%)
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,149,493	1.54%	$24.5M	+483,150 (+72.5%)
17	Point72 Asset Management, L.P.	1,110,631	1.49%	$23.7M	-1,205,703 (-52.1%)
18	MORGAN STANLEY	1,089,516	1.46%	$23.2M	+178,334 (+19.6%)
19	GOLDMAN SACHS GROUP INC	1,024,736	1.37%	$21.8M	-121,795 (-10.6%)
20	Invenomic Capital Management LP	892,658	1.19%	$19.0M	-44,130 (-4.7%)
21	NORTHERN TRUST CORP	867,751	1.16%	$18.5M	+153,270 (+21.5%)
22	GAGNON SECURITIES LLC	722,698	0.97%	$15.4M	+100,634 (+16.2%)
23	COOPER CREEK PARTNERS MANAGEMENT LLC	709,281	0.95%	$15.1M	—
24	Walleye Trading LLC	684,809	0.92%	$14.6M	NEW
25	ALGERT GLOBAL LLC	677,141	0.91%	$14.4M	-352,245 (-34.2%)
26	UBS Group AG	676,362	0.91%	$14.4M	-208,532 (-23.6%)
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	643,293	0.86%	$13.7M	-76,445 (-10.6%)
28	GLENMEDE TRUST CO NA	559,424	0.75%	$11.9M	-18,248 (-3.2%)
29	Clark Capital Management Group, Inc.	553,981	0.74%	$11.8M	-350,845 (-38.8%)
30	CITADEL ADVISORS LLC	520,586	0.70%	$11.1M	-100,158 (-16.1%)
31	PRINCIPAL FINANCIAL GROUP INC	517,313	0.69%	$11.0M	+260,565 (+101.5%)
32	S SQUARED TECHNOLOGY, LLC	515,195	0.69%	$11.0M	-20,000 (-3.7%)
33	VANGUARD FIDUCIARY TRUST CO	505,500	0.68%	$10.8M	-38,094 (-7.0%)
34	DEUTSCHE BANK AG\	489,292	0.65%	$10.4M	+100,229 (+25.8%)
35	Bank of New York Mellon Corp	489,185	0.65%	$10.4M	+12,978 (+2.7%)
36	Public Sector Pension Investment Board	486,517	0.65%	$10.4M	NEW
37	ROYCE & ASSOCIATES LP	485,862	0.65%	$10.4M	NEW
38	ACADIAN ASSET MANAGEMENT LLC	476,148	0.64%	$10.1M	+57,338 (+13.7%)
39	Cerity Partners LLC	474,428	0.63%	$10.1M	+441,739 (+1351.3%)
40	JPMORGAN CHASE & CO	459,891	0.62%	$9.9M	-372,863 (-44.8%)
41	TWO SIGMA INVESTMENTS, LP	445,487	0.60%	$9.5M	-148,955 (-25.1%)
42	ROYAL BANK OF CANADA	444,565	0.59%	$9.5M	+47,482 (+12.0%)
43	Balyasny Asset Management L.P.	432,758	0.58%	$9.2M	-304,836 (-41.3%)
44	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	408,536	0.55%	$8.7M	+398,034 (+3790.1%)
45	Squarepoint Ops LLC	374,506	0.50%	$8.0M	+40,519 (+12.1%)
46	HERALD INVESTMENT MANAGEMENT Ltd	354,500	0.47%	$7.6M	-7,500 (-2.1%)
47	Gagnon Advisors, LLC	336,277	0.45%	$7.2M	—
48	Allianz Asset Management GmbH	313,767	0.42%	$6.7M	NEW
49	TOWLE & CO	304,623	0.41%	$6.5M	NEW
50	Pacer Advisors, Inc.	295,804	0.40%	$6.3M	-107,840 (-26.7%)
51	BNP PARIBAS FINANCIAL MARKETS	293,312	0.39%	$6.3M	+87,869 (+42.8%)
52	Universal- Beteiligungs- und Servicegesellschaft mbH	291,012	0.39%	$6.2M	+264,326 (+990.5%)
53	Dana Investment Advisors, Inc.	288,324	0.39%	$6.1M	+1,201 (+0.4%)
54	ALLIANCEBERNSTEIN L.P.	268,032	0.36%	$4.1M	+88,847 (+49.6%)
55	MILLENNIUM MANAGEMENT LLC	260,085	0.35%	$5.5M	-239,602 (-48.0%)
56	FMR LLC	252,372	0.34%	$5.4M	+70,191 (+38.5%)
57	Russell Investments Group, Ltd.	243,661	0.33%	$5.2M	+146,365 (+150.4%)
58	OP Asset Management Ltd	234,083	0.31%	$5.0M	-33,278 (-12.4%)
59	P.A.W. CAPITAL CORP	230,600	0.31%	$4.9M	-19,900 (-7.9%)
60	JUPITER ASSET MANAGEMENT LTD	228,440	0.31%	$4.9M	-29,710 (-11.5%)
61	Empowered Funds, LLC	224,825	0.30%	$4.8M	NEW
62	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	216,589	0.29%	$4.6M	-30,985 (-12.5%)
63	Bastion Asset Management Inc.	207,483	0.28%	$4.2M	NEW
64	CANADA LIFE ASSURANCE Co	202,367	0.27%	$4.3M	+18,369 (+10.0%)
65	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	201,081	0.27%	$4.3M	+18,566 (+10.2%)
66	IMC-Chicago, LLC	196,188	0.26%	$4.2M	NEW
67	Lisanti Capital Growth, LLC	193,680	0.26%	$4.1M	NEW
68	Quantinno Capital Management LP	192,920	0.26%	$4.1M	+76,494 (+65.7%)
69	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	190,612	0.26%	$4.1M	-15,032 (-7.3%)
70	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	184,448	0.25%	$3.9M	NEW
71	Invesco Ltd.	179,351	0.24%	$3.8M	-24,499 (-12.0%)
72	CAPITAL FUND MANAGEMENT S.A.	178,433	0.24%	$3.8M	+99,624 (+126.4%)
73	Assenagon Asset Management S.A.	176,088	0.24%	$3.8M	-527,811 (-75.0%)
74	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	175,937	0.24%	$3.8M	-31,935 (-15.4%)
75	Nuveen, LLC	172,193	0.23%	$3.7M	+6,818 (+4.1%)
76	Creative Planning	170,615	0.23%	$3.6M	-34,436 (-16.8%)
77	NORDEA INVESTMENT MANAGEMENT AB	163,904	0.22%	$3.4M	+6,092 (+3.9%)
78	Trexquant Investment LP	160,040	0.21%	$3.4M	-49,849 (-23.8%)
79	ODDO BHF ASSET MANAGEMENT SAS	160,000	0.21%	$3.4M	—
80	Optimus Prime Fund Management Co., Ltd.	154,500	0.21%	$3.3M	—
81	Cambridge Investment Research Advisors, Inc.	148,278	0.20%	$3.2M	+138,133 (+1361.6%)
82	Vanguard Global Advisers, LLC	145,281	0.19%	$3.1M	+28,029 (+23.9%)
83	CREDIT AGRICOLE S A	142,000	0.19%	$3.0M	+100,000 (+238.1%)
84	VICTORY CAPITAL MANAGEMENT INC	139,951	0.19%	$3.0M	-68,521 (-32.9%)
85	LPL Financial LLC	139,398	0.19%	$3.0M	-14,874 (-9.6%)
86	Swiss National Bank	138,400	0.19%	$3.0M	-800 (-0.6%)
87	Nierenberg Investment Management Company, LLC	135,810	0.18%	$2.9M	—
88	SEGALL BRYANT & HAMILL, LLC	134,947	0.18%	$2.9M	+24,891 (+22.6%)
89	SEI INVESTMENTS CO	132,717	0.18%	$2.8M	+107,330 (+422.8%)
90	MARSHALL WACE, LLP	126,866	0.17%	$2.7M	-280,617 (-68.9%)
91	Corient Private Wealth LP	124,436	0.17%	$2.7M	NEW
92	POLEN CAPITAL MANAGEMENT LLC	117,256	0.16%	$2.5M	NEW
93	Atom Investors LP	115,838	0.16%	$2.5M	-2,784 (-2.3%)
94	Gotham Asset Management, LLC	112,056	0.15%	$2.4M	+96,818 (+635.4%)
95	GROUP ONE TRADING LLC	111,234	0.15%	$2.4M	-109,580 (-49.6%)
96	PRICE T ROWE ASSOCIATES INC /MD/	108,418	0.15%	$2.3M	+14,541 (+15.5%)
97	RHUMBLINE ADVISERS	102,748	0.14%	$2.2M	+2,350 (+2.3%)
98	ABS Investment Management LLC	100,000	0.13%	$2.1M	NEW
99	RAYMOND JAMES FINANCIAL INC	99,965	0.13%	$2.1M	+89,066 (+817.2%)
100	AMERICAN CENTURY COMPANIES INC	91,068	0.12%	$1.9M	+57,604 (+172.1%)
101	Prospect Capital Advisors, LLC	89,340	0.12%	$1.9M	—
102	DARK FOREST CAPITAL MANAGEMENT LP	89,024	0.12%	$1.9M	-30,708 (-25.6%)
103	FRANKLIN RESOURCES INC	88,221	0.12%	$1.9M	+45,487 (+106.4%)
104	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	88,161	0.12%	$1.9M	-2,523 (-2.8%)
105	MACKENZIE FINANCIAL CORP	84,222	0.11%	$1.8M	-57,201 (-40.4%)
106	Villanova Investment Management Co LLC	81,125	0.11%	$1.7M	-9,940 (-10.9%)
107	Mariner, LLC	80,763	0.11%	$1.7M	+34,680 (+75.3%)
108	Rock Creek Group LLC	75,000	0.10%	$1.6M	-25,000 (-25.0%)
109	Generali Investments Towarzystwo Funduszy Inwestycyjnych	74,000	0.10%	$1.6M	—
110	Quinn Opportunity Partners LLC	71,693	0.10%	$1.5M	-118,000 (-62.2%)
111	LSV ASSET MANAGEMENT	71,300	0.10%	$1.5M	+18,400 (+34.8%)
112	WELLS FARGO & COMPANY/MN	70,391	0.09%	$1.5M	+38,074 (+117.8%)
113	Legato Capital Management LLC	69,120	0.09%	$1.5M	NEW
114	D. E. Shaw & Co., Inc.	69,058	0.09%	$1.5M	-6,766 (-8.9%)
115	Caption Management, LLC	65,395	0.09%	$1.4M	+10,000 (+18.1%)
116	CITIGROUP INC	64,632	0.09%	$1.4M	+33,176 (+105.5%)
117	Aurora Investment Counsel	64,127	0.09%	$1.4M	-3,498 (-5.2%)
118	Mirador Capital Partners LP	60,244	0.08%	$1.3M	-58 (-0.1%)
119	ZACKS INVESTMENT MANAGEMENT	60,237	0.08%	$1.3M	+3,057 (+5.3%)
120	Legal & General Group Plc	59,259	0.08%	$1.3M	-4,467 (-7.0%)
121	Mutual Advisors, LLC	59,099	0.08%	$1.3M	NEW
122	Ameritas Advisory Services, LLC	58,477	0.08%	$1.2M	+32,795 (+127.7%)
123	State of Wyoming	58,199	0.08%	$1.2M	+25,943 (+80.4%)
124	VANGUARD ASSET MANAGEMENT, Ltd	57,849	0.08%	$1.2M	—
125	MERCER GLOBAL ADVISORS INC /ADV	54,188	0.07%	$1.2M	+11,696 (+27.5%)
126	CastleKnight Management LP	50,500	0.07%	$1.1M	—
127	Vestcor Inc	50,000	0.07%	$1.1M	—
128	Cardinal Point Capital Management ULC	48,590	0.07%	$1.0M	+2,600 (+5.7%)
129	OneDigital Investment Advisors LLC	48,518	0.06%	$1.0M	NEW
130	ENVESTNET ASSET MANAGEMENT INC	48,193	0.06%	$1.0M	-14,143 (-22.7%)
131	XTX Topco Ltd	47,226	0.06%	$1.0M	-70,181 (-59.8%)
132	BANK OF MONTREAL /CAN/	47,203	0.06%	$1.0M	NEW
133	VARCOV Co.	44,647	0.06%	$952K	+32,670 (+272.8%)
134	MetLife Investment Management, LLC	44,593	0.06%	$951K	+1,619 (+3.8%)
135	PRUDENTIAL FINANCIAL INC	40,945	0.05%	$873K	+28,410 (+226.6%)
136	Jefferies Financial Group Inc.	40,408	0.05%	$861K	NEW
137	MANUFACTURERS LIFE INSURANCE COMPANY, THE	38,354	0.05%	$818K	+2,243 (+6.2%)
138	Amundi	37,801	0.05%	$806K	+5,477 (+16.9%)
139	Radcliffe Capital Management, L.P.	37,500	0.05%	$800K	-47,500 (-55.9%)
140	GUGGENHEIM CAPITAL LLC	37,321	0.05%	$796K	-635 (-1.7%)
141	SG Americas Securities, LLC	37,255	0.05%	$794K	-86,476 (-69.9%)
142	Brevan Howard Capital Management LP	36,895	0.05%	$787K	-55,120 (-59.9%)
143	Y-Intercept (Hong Kong) Ltd	36,443	0.05%	$777K	+21,869 (+150.1%)
144	Campbell & CO Investment Adviser LLC	35,152	0.05%	$749K	NEW
145	VIRGINIA RETIREMENT SYSTEMS ET Al	33,800	0.05%	$721K	NEW
146	Freestone Grove Partners LP	32,840	0.04%	$700K	+29,430 (+863.0%)
147	Qube Research & Technologies Ltd	32,345	0.04%	$690K	-269,649 (-89.3%)
148	Cetera Investment Advisers	32,147	0.04%	$685K	+729 (+2.3%)
149	Ares Systematic Credit Ltd	32,101	0.04%	$684K	+839 (+2.7%)
150	Jupiter Topco LLC	31,440	0.04%	$670K	NEW
151	Vinva Investment Management Ltd	31,039	0.04%	$961K	-23,812 (-43.4%)
152	Allspring Global Investments Holdings, LLC	30,976	0.04%	$720K	NEW
153	LAZARD ASSET MANAGEMENT LLC	29,784	0.04%	$635K	NEW
154	Verition Fund Management LLC	29,643	0.04%	$632K	—
155	MARTINGALE ASSET MANAGEMENT L P	29,582	0.04%	$631K	NEW
156	NEW YORK STATE COMMON RETIREMENT FUND	29,000	0.04%	$618K	+4,700 (+19.3%)
157	CANADA PENSION PLAN INVESTMENT BOARD	28,800	0.04%	$614K	-2,600 (-8.3%)
158	STATE OF WISCONSIN INVESTMENT BOARD	28,322	0.04%	$604K	-283 (-1.0%)
159	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	28,050	0.04%	$713K	+9,592 (+52.0%)
160	Arax Advisory Partners	27,282	0.04%	$582K	+23,740 (+670.2%)
161	Watershed Asset Management, L.L.C.	27,171	0.04%	$579K	NEW
162	EntryPoint Capital, LLC	26,009	0.03%	$555K	-42,974 (-62.3%)
163	Caitong International Asset Management Co., Ltd	25,358	0.03%	$541K	+21,064 (+490.5%)
164	Engineers Gate Manager LP	22,710	0.03%	$484K	-334,543 (-93.6%)
165	Zurcher Kantonalbank (Zurich Cantonalbank)	22,358	0.03%	$477K	—
166	Jackson Creek Investment Advisors LLC	22,182	0.03%	$610K	NEW
167	CHOREO, LLC	22,138	0.03%	$472K	-339 (-1.5%)
168	Police & Firemen's Retirement System of New Jersey	22,031	0.03%	$470K	+1,858 (+9.2%)
169	CAPTRUST FINANCIAL ADVISORS	21,742	0.03%	$464K	+11,426 (+110.8%)
170	ProShare Advisors LLC	21,479	0.03%	$458K	+406 (+1.9%)
171	Summit Trail Advisors, LLC	21,253	0.03%	$453K	-292 (-1.4%)
172	TEACHER RETIREMENT SYSTEM OF TEXAS	21,059	0.03%	$449K	+8,103 (+62.5%)
173	MML INVESTORS SERVICES, LLC	20,768	0.03%	$443K	-2,561 (-11.0%)
174	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	19,887	0.03%	$424K	—
175	MIRABELLA FINANCIAL SERVICES LLP	19,398	0.03%	$414K	NEW
176	ARIZONA STATE RETIREMENT SYSTEM	19,014	0.03%	$405K	-321 (-1.7%)
177	Phoenix Financial Ltd.	19,012	0.03%	$404K	NEW
178	BARCLAYS PLC	18,783	0.03%	$400K	-159,518 (-89.5%)
179	WOLVERINE ASSET MANAGEMENT LLC	18,682	0.03%	$398K	+2,393 (+14.7%)
180	FOX RUN MANAGEMENT, L.L.C.	18,581	0.02%	$396K	NEW
181	Graham Capital Management, L.P.	17,477	0.02%	$373K	-57,581 (-76.7%)
182	INTECH INVESTMENT MANAGEMENT LLC	17,034	0.02%	$363K	+421 (+2.5%)
183	Sterling Capital Management LLC	16,793	0.02%	$358K	+16,285 (+3205.7%)
184	Vanguard Investments Australia, Ltd.	15,862	0.02%	$338K	-6,307 (-28.4%)
185	SkyView Investment Advisors, LLC	15,000	0.02%	$320K	NEW
186	KLP KAPITALFORVALTNING AS	14,800	0.02%	$316K	—
187	VOYA INVESTMENT MANAGEMENT LLC	14,741	0.02%	$314K	+1,222 (+9.0%)
188	Leonteq Securities AG	13,420	0.02%	$286K	-8,505 (-38.8%)
189	PRAXIS INVESTMENT MANAGEMENT INC	12,562	0.02%	$268K	NEW
190	BRIGHTON JONES LLC	12,331	0.02%	$263K	NEW
191	Merit Financial Group, LLC	12,270	0.02%	$262K	NEW
192	Man Group plc	11,853	0.02%	$253K	-84,294 (-87.7%)
193	EP Wealth Advisors, LLC	11,623	0.02%	$248K	NEW
194	Pictet Asset Management Holding SA	11,353	0.02%	$242K	-597,950 (-98.1%)
195	CITIZENS FINANCIAL GROUP INC/RI	11,293	0.02%	$241K	+978 (+9.5%)
196	Tactive Advisors, LLC	10,865	0.01%	$232K	NEW
197	Lighthouse Investment Partners, LLC	10,010	0.01%	$213K	NEW
198	Fulcrum Asset Management LLP	9,694	0.01%	$206K	NEW
199	GLOBEFLEX CAPITAL L P	9,314	0.01%	$199K	NEW
200	Bayforest Capital Ltd	8,484	0.01%	$181K	+3,517 (+70.8%)
201	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	8,180	0.01%	$174K	—
202	FNY Investment Advisers, LLC	8,000	0.01%	$170K	-6,805 (-46.0%)
203	JONES FINANCIAL COMPANIES LLLP	7,542	0.01%	$161K	-906 (-10.7%)
204	LANARK FINANCIAL, INC.	7,503	0.01%	$160K	NEW
205	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	7,162	0.01%	$153K	—
206	Ameritas Investment Partners, Inc.	6,950	0.01%	$148K	+564 (+8.8%)
207	Ensign Peak Advisors, Inc	6,785	0.01%	$145K	-1,050 (-13.4%)
208	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	5,298	0.01%	$113K	+1,646 (+45.1%)
209	Mirae Asset Global Investments Co., Ltd.	4,971	0.01%	$106K	-2,259 (-31.2%)
210	Allworth Financial LP	4,811	0.01%	$103K	+305 (+6.8%)
211	TORONTO DOMINION BANK	4,000	0.01%	$85K	—
212	State of Alaska, Department of Revenue	3,554	0.00%	$75K	—
213	Farther Finance Advisors, LLC	3,518	0.00%	$75K	+1,656 (+88.9%)
214	FEDERATED HERMES, INC.	3,087	0.00%	$66K	-840,215 (-99.6%)
215	NewEdge Advisors, LLC	2,894	0.00%	$62K	+366 (+14.5%)
216	OSAIC HOLDINGS, INC.	2,771	0.00%	$59K	+238 (+9.4%)
217	NATIONAL BANK OF CANADA /FI/	2,530	0.00%	$54K	-52 (-2.0%)
218	Covestor Ltd	2,400	0.00%	$51K	+2,030 (+548.6%)
219	Versant Capital Management, Inc	2,347	0.00%	$50K	-2,581 (-52.4%)
220	C M BIDWELL & ASSOCIATES LTD	2,307	0.00%	$49K	—
221	KBC Group NV	2,261	0.00%	$48K	—
222	Tower Research Capital LLC (TRC)	2,166	0.00%	$46K	-3,070 (-58.6%)
223	Global Retirement Partners, LLC	2,110	0.00%	$45K	NEW
224	PNC Financial Services Group, Inc.	2,035	0.00%	$43K	-515 (-20.2%)
225	EverSource Wealth Advisors, LLC	2,031	0.00%	$43K	+303 (+17.5%)
226	Nykredit A/S	1,846	0.00%	$39K	NEW
227	TOKIO MARINE ASSET MANAGEMENT CO LTD	1,741	0.00%	$37K	NEW
228	RICHARDSON FINANCIAL SERVICES INC.	1,339	0.00%	$29K	-824 (-38.1%)
229	Steward Partners Investment Advisory, LLC	1,334	0.00%	$28K	-27 (-2.0%)
230	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,298	0.00%	$28K	-164 (-11.2%)
231	Parallel Advisors, LLC	1,219	0.00%	$26K	-81 (-6.2%)
232	GAMMA Investing LLC	1,035	0.00%	$22K	-319 (-23.6%)
233	Essential Partners LLC	997	0.00%	$21K	+330 (+49.5%)
234	Banque Transatlantique SA	900	0.00%	$18K	NEW
235	IFP Advisors, Inc	869	0.00%	$19K	+316 (+57.1%)
236	Pinnacle Wealth Planning Services, Inc.	605	0.00%	$13K	+588 (+3458.8%)
237	ROTHSCHILD INVESTMENT LLC	573	0.00%	$12K	-60 (-9.5%)
238	ASSETMARK, INC	542	0.00%	$12K	-35 (-6.1%)
239	WealthCollab, LLC	537	0.00%	$11K	NEW
240	LRI Investments, LLC	529	0.00%	$11K	NEW
241	Mitsubishi UFJ Asset Management Co., Ltd.	491	0.00%	$10K	—
242	Rockefeller Capital Management L.P.	452	0.00%	$10K	-705 (-60.9%)
243	JNBA Financial Advisors	400	0.00%	$9K	—
244	True Wealth Design, LLC	391	0.00%	$8K	+113 (+40.6%)
245	Cullen/Frost Bankers, Inc.	391	0.00%	$8K	+8 (+2.1%)
246	Continuum Advisory, LLC	323	0.00%	$7K	NEW
247	LOS ANGELES CAPITAL MANAGEMENT LLC	321	0.00%	$7K	—
248	FIFTH THIRD BANCORP	308	0.00%	$7K	-218 (-41.4%)
249	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	301	0.00%	$6K	-272 (-47.5%)
250	US BANCORP \DE\	293	0.00%	$6K	-195 (-40.0%)

Exited since 2026-03-31 (53 filers; largest 25 shown)

FIL Ltd	−2,561,141
Legion Partners Asset Management, LLC	−591,685
TUDOR INVESTMENT CORP ET AL	−520,759
Militia Capital Management LLC	−395,521
Caisse de depot et placement du Quebec	−317,303
ABS Direct Equity Fund LLC	−165,000
JANE STREET GROUP, LLC	−164,802
GSA CAPITAL PARTNERS LLP	−106,284
PICTON MAHONEY ASSET MANAGEMENT	−103,093
CWM, LLC	−93,983
ExodusPoint Capital Management, LP	−76,689
Jump Financial, LLC	−75,656
Elo Mutual Pension Insurance Co	−73,782
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−51,534
Walleye Capital LLC	−51,462
HSBC HOLDINGS PLC	−48,701
LOOMIS SAYLES & CO L P	−37,195
JANUS HENDERSON GROUP PLC	−31,440
CenterBook Partners LP	−31,429
DRW Securities, LLC	−27,929
STIFEL FINANCIAL CORP	−26,083
Janney Montgomery Scott LLC	−24,943
Quantbot Technologies LP	−22,819
OXFORD ASSET MANAGEMENT LLP	−22,106
TWINBEECH CAPITAL LP	−21,028

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Ameriprise Financial, Inc.	SCHEDULE 13G	2026-08-14	2026-06-30	4,140,003	5.4%
Columbia Management Investment Advisers, LLC	SCHEDULE 13G	2026-08-14	2026-06-30	4,035,672	5.3%
Vanguard Portfolio Management	SCHEDULE 13G/A	2026-08-06	2026-07-31	7,900,169	10.31%
BlackRock, Inc.	SCHEDULE 13G/A	2026-08-06	2026-07-31	11,877,228	15.5%
Voss Value-Oriented Special Situations Fund, LP	SCHEDULE 13G/A	2026-07-14	2026-06-30	110,826	0.1%
Voss Value Master Fund, LP	SCHEDULE 13G/A	2026-07-14	2026-06-30	700,000	0.9%
Voss Capital, LP	SCHEDULE 13G/A	2026-07-14	2026-06-30	4,885,826	6.4%
Cocke Travis W.	SCHEDULE 13G/A	2026-07-14	2026-06-30	4,885,826	6.4%
Voss Advisors GP, LLC	SCHEDULE 13G/A	2026-07-14	2026-06-30	810,826	1.1%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	3,915,873	5.11%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
PICTET ASSET MANAGEMENT SA	SCHEDULE 13D/A	2026-02-27	2026-02-26	2,872,185	3.8%
FMR LLC	SCHEDULE 13G/A	2026-02-05	2025-12-31	692,076.41	0.9%
Abigail P. Johnson	SCHEDULE 13G/A	2026-02-05	2025-12-31	692,076.41	0.9%
Anand Parekh	SCHEDULE 13G/A	2025-02-14	2024-12-31	3,183,415	4.23%
Alyeska Investment Group, L.P.	SCHEDULE 13G/A	2025-02-14	2024-12-31	3,183,415	4.23%
Alyeska Fund GP, LLC	SCHEDULE 13G/A	2025-02-14	2024-12-31	3,183,415	4.23%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.