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.

Asana, Inc.

CIK 0001477720ASAN· quarter ending 2026-06-30

Shares outstanding

228,970,117

as of 2026-08-28 · 10-Q cover page, filed 2026-09-03

Held by 13F filers

106,566,889

66.8% of Common Class A

Holders

263

+10 vs 2026-03-31 · 54 new, 44 exited

Value

$746.1M

shares +3.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-09-03, as of 2026-08-28)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	ASAN · NYSE	159,441,754	106,566,889	66.8%	263	04342Y104
Common Class B	not listed	69,528,363	—	—

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
	04342Y104	CL A	263	106,566,889	159,441,754	66.8%	$746.1M	7 call / 9 put	13DG	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.

Top holders (250 of 263 · 04342Y104)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	9,419,877	5.91%	$65.9M	+1,565,869 (+19.9%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	9,258,754	5.81%	$64.8M	+551,914 (+6.3%)
3	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	7,333,657	4.60%	$51.3M	+149,409 (+2.1%)
4	GOLDMAN SACHS GROUP INC	6,479,164	4.06%	$45.4M	+2,312,655 (+55.5%)
5	D. E. Shaw & Co., Inc.	5,908,376	3.71%	$41.4M	-969,969 (-14.1%)
6	VOYA INVESTMENT MANAGEMENT LLC	4,724,532	2.96%	$33.1M	+3,118 (+0.1%)
7	AQR CAPITAL MANAGEMENT LLC	4,310,919	2.70%	$30.2M	+1,970,695 (+84.2%)
8	VANGUARD CAPITAL MANAGEMENT LLC	4,072,211	2.55%	$28.5M	+205,857 (+5.3%)
9	STATE STREET CORP	3,470,322	2.18%	$24.3M	+762,965 (+28.2%)
10	TWO SIGMA INVESTMENTS, LP	3,396,684	2.13%	$23.8M	-68,159 (-2.0%)
11	Point72 Asset Management, L.P.	3,240,082	2.03%	$22.7M	+37,534 (+1.2%)
12	WESTERLY CAPITAL MANAGEMENT, LLC	3,030,000	1.90%	$21.2M	+1,756,000 (+137.8%)
13	MORGAN STANLEY	2,812,294	1.76%	$19.7M	-794,744 (-22.0%)
14	JACOBS LEVY EQUITY MANAGEMENT, INC	2,806,411	1.76%	$19.6M	+481,372 (+20.7%)
15	GEODE CAPITAL MANAGEMENT, LLC	2,447,662	1.54%	$17.1M	+429,576 (+21.3%)
16	FIRST TRUST ADVISORS LP	2,185,484	1.37%	$15.3M	+196,745 (+9.9%)
17	UBS Group AG	2,063,943	1.29%	$14.4M	-378,316 (-15.5%)
18	MARSHALL WACE, LLP	1,699,145	1.07%	$11.9M	+833,355 (+96.3%)
19	RENAISSANCE TECHNOLOGIES LLC	1,689,539	1.06%	$11.8M	+1,595,600 (+1698.5%)
20	ACADIAN ASSET MANAGEMENT LLC	1,539,925	0.97%	$10.8M	+673,860 (+77.8%)
21	FMR LLC	1,302,571	0.82%	$9.1M	+319,985 (+32.6%)
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,052,355	0.66%	$7.4M	+9,830 (+0.9%)
23	Voleon Capital Management LP	1,040,319	0.65%	$7.3M	+10,565 (+1.0%)
24	BANK OF AMERICA CORP /DE/	995,838	0.62%	$7.0M	-1,241,357 (-55.5%)
25	NORTHERN TRUST CORP	950,327	0.60%	$6.7M	+110,842 (+13.2%)
26	Squarepoint Ops LLC	888,160	0.56%	$6.2M	+477,858 (+116.5%)
27	Nuveen, LLC	827,688	0.52%	$5.8M	+41,055 (+5.2%)
28	JANE STREET GROUP, LLC	765,588	0.48%	$5.4M	+161,493 (+26.7%)
29	Bank of New York Mellon Corp	744,077	0.47%	$5.2M	-112,545 (-13.1%)
30	VANGUARD FIDUCIARY TRUST CO	687,991	0.43%	$4.8M	+55,042 (+8.7%)
31	XTX Topco Ltd	660,864	0.41%	$4.6M	+37,562 (+6.0%)
32	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	536,732	0.34%	$3.8M	+209,359 (+64.0%)
33	Russell Investments Group, Ltd.	493,618	0.31%	$3.5M	+346,751 (+236.1%)
34	Engineers Gate Manager LP	456,777	0.29%	$3.2M	-587,954 (-56.3%)
35	Y-Intercept (Hong Kong) Ltd	439,440	0.28%	$3.1M	-93,356 (-17.5%)
36	JPMORGAN CHASE & CO	396,187	0.25%	$2.8M	-2,459,617 (-86.1%)
37	ZACKS INVESTMENT MANAGEMENT	395,218	0.25%	$2.8M	NEW
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	381,664	0.24%	$2.7M	-258,852 (-40.4%)
39	IEQ CAPITAL, LLC	372,988	0.23%	$2.6M	+133,523 (+55.8%)
40	Trexquant Investment LP	371,841	0.23%	$2.6M	-268,675 (-41.9%)
41	Holocene Advisors, LP	362,219	0.23%	$2.5M	+2,844 (+0.8%)
42	Man Group plc	346,912	0.22%	$2.4M	+321,687 (+1275.3%)
43	LOS ANGELES CAPITAL MANAGEMENT LLC	323,669	0.20%	$2.3M	+271,509 (+520.5%)
44	Connor, Clark & Lunn Investment Management Ltd.	303,184	0.19%	$2.1M	+67,899 (+28.9%)
45	CITIGROUP INC	264,326	0.17%	$1.9M	-85,526 (-24.4%)
46	Creative Planning	253,197	0.16%	$1.8M	+117,790 (+87.0%)
47	Quantinno Capital Management LP	242,419	0.15%	$1.7M	+83,831 (+52.9%)
48	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	240,290	0.15%	$1.7M	-12,083 (-4.8%)
49	Mariner, LLC	236,079	0.15%	$1.7M	+132,424 (+127.8%)
50	NATIXIS	229,600	0.14%	$1.6M	NEW
51	Numerai GP LLC	227,814	0.14%	$1.6M	+39,257 (+20.8%)
52	Cerity Partners LLC	218,969	0.14%	$1.5M	+165,362 (+308.5%)
53	Marex Group Ltd	206,613	0.13%	$1.4M	-466,220 (-69.3%)
54	FRANKLIN RESOURCES INC	187,373	0.12%	$1.3M	+110,747 (+144.5%)
55	Schonfeld Strategic Advisors LLC	187,007	0.12%	$1.3M	+41,213 (+28.3%)
56	ROYAL BANK OF CANADA	183,655	0.12%	$1.3M	+3,021 (+1.7%)
57	Swiss National Bank	179,100	0.11%	$1.3M	+9,100 (+5.4%)
58	Invesco Ltd.	169,358	0.11%	$1.2M	+37,269 (+28.2%)
59	Brevan Howard Capital Management LP	165,095	0.10%	$1.2M	-197,132 (-54.4%)
60	PRICE T ROWE ASSOCIATES INC /MD/	159,167	0.10%	$1.1M	+33,689 (+26.8%)
61	Walleye Trading LLC	152,781	0.10%	$1.1M	+101,335 (+197.0%)
62	JENNISON ASSOCIATES LLC	141,683	0.09%	$992K	+19,327 (+15.8%)
63	MERCER GLOBAL ADVISORS INC /ADV	140,780	0.09%	$985K	+81,161 (+136.1%)
64	MACKENZIE FINANCIAL CORP	140,539	0.09%	$984K	+29,223 (+26.3%)
65	LPL Financial LLC	130,747	0.08%	$915K	+41,277 (+46.1%)
66	IMC-Chicago, LLC	129,621	0.08%	$907K	+62,745 (+93.8%)
67	Polymer Capital Management (US) LLC	129,379	0.08%	$906K	NEW
68	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	127,400	0.08%	$892K	-31,332 (-19.7%)
69	Jackson Creek Investment Advisors LLC	123,480	0.08%	$1.0M	NEW
70	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	121,651	0.08%	$787K	+73,730 (+153.9%)
71	DEUTSCHE BANK AG\	115,517	0.07%	$809K	+27,390 (+31.1%)
72	BNP PARIBAS FINANCIAL MARKETS	115,427	0.07%	$808K	+26,453 (+29.7%)
73	RHUMBLINE ADVISERS	113,690	0.07%	$796K	-49,875 (-30.5%)
74	CAPITAL FUND MANAGEMENT S.A.	112,589	0.07%	$788K	-46,129 (-29.1%)
75	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	109,219	0.07%	$765K	+30,737 (+39.2%)
76	Whetstone Capital Advisors, LLC	105,100	0.07%	$736K	-276,616 (-72.5%)
77	WELLS FARGO & COMPANY/MN	104,365	0.07%	$731K	+66,899 (+178.6%)
78	GILDER GAGNON HOWE & CO LLC	99,253	0.06%	$695K	-90 (-0.1%)
79	MILLENNIUM MANAGEMENT LLC	98,650	0.06%	$691K	-2,638,099 (-96.4%)
80	ALLIANCEBERNSTEIN L.P.	97,815	0.06%	$626K	+7,101 (+7.8%)
81	Paragon Capital Management Ltd	94,152	0.06%	$659K	—
82	Cresset Asset Management, LLC	94,144	0.06%	$659K	-5,000 (-5.0%)
83	Counterpoint Mutual Funds LLC	92,371	0.06%	$647K	—
84	BARCLAYS PLC	91,641	0.06%	$641K	+31,178 (+51.6%)
85	Capstone Capital Management Ltd	91,460	0.06%	$640K	NEW
86	Quinn Opportunity Partners LLC	88,899	0.06%	$622K	NEW
87	Savant Capital, LLC	87,239	0.05%	$611K	-1,296 (-1.5%)
88	CANADA PENSION PLAN INVESTMENT BOARD	83,200	0.05%	$582K	+2,600 (+3.2%)
89	Legal & General Group Plc	79,917	0.05%	$559K	+2,311 (+3.0%)
90	Caitong International Asset Management Co., Ltd	73,613	0.05%	$515K	+67,807 (+1167.9%)
91	ALLSTATE CORP	72,104	0.05%	$505K	NEW
92	VANGUARD ASSET MANAGEMENT, Ltd	71,322	0.04%	$499K	-1,686 (-2.3%)
93	Arax Advisory Partners	71,105	0.04%	$498K	+68,943 (+3188.9%)
94	PEAK6 LLC	65,804	0.04%	$461K	-46,556 (-41.4%)
95	ALGERT GLOBAL LLC	65,661	0.04%	$460K	—
96	Corient Private Wealth LP	64,423	0.04%	$451K	NEW
97	GSA CAPITAL PARTNERS LLP	61,254	0.04%	$429K	+19,172 (+45.6%)
98	ExodusPoint Capital Management, LP	60,455	0.04%	$423K	-67,525 (-52.8%)
99	Zurcher Kantonalbank (Zurich Cantonalbank)	59,784	0.04%	$418K	—
100	VIRGINIA RETIREMENT SYSTEMS ET Al	59,305	0.04%	$415K	+2,700 (+4.8%)
101	MetLife Investment Management, LLC	58,240	0.04%	$408K	+8,718 (+17.6%)
102	Harbour Capital Advisors, LLC	57,200	0.04%	$419K	NEW
103	CAPSTONE INVESTMENT ADVISORS, LLC	57,186	0.04%	$400K	+9,031 (+18.8%)
104	CAPTRUST FINANCIAL ADVISORS	56,994	0.04%	$399K	+35,674 (+167.3%)
105	AXQ CAPITAL, LP	51,975	0.03%	$364K	-6,723 (-11.5%)
106	Archford Capital Strategies, LLC	50,000	0.03%	$350K	-133 (-0.3%)
107	Gotham Asset Management, LLC	46,120	0.03%	$323K	NEW
108	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	44,888	0.03%	$314K	+3,276 (+7.9%)
109	MANUFACTURERS LIFE INSURANCE COMPANY, THE	44,490	0.03%	$311K	+2,605 (+6.2%)
110	Regal Partners Ltd	42,465	0.03%	$297K	NEW
111	Jupiter Topco LLC	40,021	0.03%	$280K	NEW
112	Blue Trust, Inc.	37,480	0.02%	$262K	+3,764 (+11.2%)
113	GROUP ONE TRADING LLC	37,325	0.02%	$261K	-30,797 (-45.2%)
114	BRIGHTON JONES LLC	36,541	0.02%	$256K	+15,989 (+77.8%)
115	Vanguard Personalized Indexing Management, LLC	36,320	0.02%	$254K	+5,799 (+19.0%)
116	Vanguard Global Advisers, LLC	36,200	0.02%	$253K	—
117	Focus Partners Wealth	36,180	0.02%	$253K	+15,384 (+74.0%)
118	Quantbot Technologies LP	34,427	0.02%	$241K	+865 (+2.6%)
119	HighTower Advisors, LLC	33,813	0.02%	$237K	+4,837 (+16.7%)
120	DRW Securities, LLC	33,460	0.02%	$234K	+2,931 (+9.6%)
121	Handelsbanken Fonder AB	32,900	0.02%	$230K	+9,700 (+41.8%)
122	Farther Finance Advisors, LLC	32,436	0.02%	$227K	+30,322 (+1434.3%)
123	TWO SIGMA SECURITIES, LLC	32,234	0.02%	$226K	+17,932 (+125.4%)
124	INTECH INVESTMENT MANAGEMENT LLC	31,259	0.02%	$219K	+8,412 (+36.8%)
125	Pallas Capital Advisors LLC	30,798	0.02%	$216K	+8,029 (+35.3%)
126	State of Wyoming	30,742	0.02%	$215K	NEW
127	Parallel Advisors, LLC	30,142	0.02%	$211K	+415 (+1.4%)
128	HARBOR CAPITAL ADVISORS, INC.	29,222	0.02%	$205K	+2,663 (+10.0%)
129	SEI INVESTMENTS CO	29,135	0.02%	$204K	-31,791 (-52.2%)
130	Retirement Planning Co of New England, Inc.	28,807	0.02%	$202K	-2,072 (-6.7%)
131	Police & Firemen's Retirement System of New Jersey	28,749	0.02%	$201K	+6,826 (+31.1%)
132	Merit Financial Group, LLC	28,627	0.02%	$200K	+11,020 (+62.6%)
133	AMERIPRISE FINANCIAL INC	28,276	0.02%	$198K	NEW
134	OXFORD ASSET MANAGEMENT LLP	28,271	0.02%	$198K	—
135	180 WEALTH ADVISORS, LLC	27,637	0.02%	$193K	+4,655 (+20.3%)
136	NEW YORK STATE COMMON RETIREMENT FUND	25,300	0.02%	$177K	—
137	Summit Trail Advisors, LLC	25,096	0.02%	$176K	+5,969 (+31.2%)
138	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	24,856	0.02%	$174K	-11,534 (-31.7%)
139	ARIZONA STATE RETIREMENT SYSTEM	24,615	0.02%	$172K	+815 (+3.4%)
140	Integrated Wealth Concepts LLC	23,474	0.01%	$164K	NEW
141	DARK FOREST CAPITAL MANAGEMENT LP	22,929	0.01%	$161K	-23,085 (-50.2%)
142	Mitsubishi UFJ Asset Management Co., Ltd.	22,891	0.01%	$160K	+9,249 (+67.8%)
143	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	22,693	0.01%	$159K	—
144	Mitsubishi UFJ Trust & Banking Corp	21,919	0.01%	$153K	NEW
145	Vanguard Investments Australia, Ltd.	20,341	0.01%	$142K	—
146	Inscription Capital, LLC	20,082	0.01%	$141K	NEW
147	PRELUDE CAPITAL MANAGEMENT, LLC	18,824	0.01%	$132K	NEW
148	Shay Capital LLC	18,761	0.01%	$131K	-399 (-2.1%)
149	Vise Technologies, Inc.	18,755	0.01%	$131K	NEW
150	Krane Funds Advisors LLC	18,472	0.01%	$129K	+5,920 (+47.2%)
151	KLP KAPITALFORVALTNING AS	18,300	0.01%	$128K	—
152	MAI Capital Management	18,043	0.01%	$126K	+17,334 (+2444.9%)
153	Olympiad Research LP	17,980	0.01%	$126K	NEW
154	Kemnay Advisory Services Inc.	17,599	0.01%	$123K	+14,665 (+499.8%)
155	Focus Partners Advisor Solutions, LLC	17,280	0.01%	$121K	+6,065 (+54.1%)
156	Pictet Asset Management Holding SA	16,323	0.01%	$114K	—
157	PRUDENTIAL FINANCIAL INC	16,180	0.01%	$113K	+2,540 (+18.6%)
158	ENVESTNET ASSET MANAGEMENT INC	16,007	0.01%	$112K	NEW
159	Aigen Investment Management, LP	15,006	0.01%	$105K	NEW
160	ProShare Advisors LLC	14,414	0.01%	$101K	+987 (+7.4%)
161	Compound Planning, Inc.	14,411	0.01%	$101K	-939 (-6.1%)
162	CHANNEL WEALTH LLC	14,334	0.01%	$100K	—
163	Frec Markets, Inc.	14,256	0.01%	$100K	NEW
164	NorthCrest Asset Manangement, LLC	14,253	0.01%	$105K	NEW
165	Impact Capital Partners LLC	14,154	0.01%	$99K	NEW
166	CATALYST PRIVATE WEALTH, LLC	13,793	0.01%	$97K	-15,659 (-53.2%)
167	EARNED WEALTH ADVISORS, LLC	13,650	0.01%	$96K	-3,339 (-19.7%)
168	RAYMOND JAMES FINANCIAL INC	13,548	0.01%	$95K	-150 (-1.1%)
169	Bull Harbor Capital LLC	13,404	0.01%	$94K	NEW
170	Allworth Financial LP	13,195	0.01%	$92K	+8,698 (+193.4%)
171	Sequoia Financial Advisors, LLC	12,562	0.01%	$88K	NEW
172	SG Americas Securities, LLC	12,455	0.01%	$87K	-86,947 (-87.5%)
173	SummitTX Capital, L.P.	12,393	0.01%	$87K	-23,425 (-65.4%)
174	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	12,226	0.01%	$86K	—
175	BANK OF MONTREAL /CAN/	12,143	0.01%	$85K	NEW
176	Ensign Peak Advisors, Inc	12,050	0.01%	$84K	+2,600 (+27.5%)
177	Krilogy Financial LLC	11,209	0.01%	$78K	NEW
178	Allianz Asset Management GmbH	11,008	0.01%	$77K	+78 (+0.7%)
179	Lighthouse Investment Partners, LLC	10,971	0.01%	$77K	NEW
180	STATE OF WISCONSIN INVESTMENT BOARD	10,896	0.01%	$76K	NEW
181	TRUIST FINANCIAL CORP	10,890	0.01%	$76K	NEW
182	Optiver Holding B.V.	10,726	0.01%	$75K	+5,475 (+104.3%)
183	StoneX Group Inc.	10,312	0.01%	$78K	NEW
184	PharVision Advisers, LLC	10,309	0.01%	$72K	-8,432 (-45.0%)
185	VICTORY CAPITAL MANAGEMENT INC	10,274	0.01%	$72K	NEW
186	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	10,175	0.01%	$71K	—
187	OSAIC HOLDINGS, INC.	10,156	0.01%	$71K	+7,905 (+351.2%)
188	Walleye Capital LLC	10,131	0.01%	$71K	-677,699 (-98.5%)
189	HB Wealth Management, LLC	10,125	0.01%	$71K	NEW
190	Marathon Trading Investment Management LLC	10,000	0.01%	$70K	—
191	Ameritas Investment Partners, Inc.	8,846	0.01%	$62K	+1,609 (+22.2%)
192	FIFTH THIRD BANCORP	8,416	0.01%	$59K	NEW
193	Leonteq Securities AG	7,501	0.00%	$53K	-17,177 (-69.6%)
194	Bayforest Capital Ltd	7,233	0.00%	$51K	-9,944 (-57.9%)
195	Performa Ltd (US), LLC	6,775	0.00%	$47K	+575 (+9.3%)
196	Versant Capital Management, Inc	6,042	0.00%	$42K	+449 (+8.0%)
197	Center for Financial Planning, Inc.	6,000	0.00%	$42K	—
198	Cullen/Frost Bankers, Inc.	5,244	0.00%	$37K	NEW
199	JONES FINANCIAL COMPANIES LLLP	4,096	0.00%	$29K	+850 (+26.2%)
200	Essential Partners LLC	3,835	0.00%	$27K	+3,064 (+397.4%)
201	SBI Securities Co., Ltd.	3,737	0.00%	$26K	+449 (+13.7%)
202	Tower Research Capital LLC (TRC)	3,639	0.00%	$25K	-3,354 (-48.0%)
203	EverSource Wealth Advisors, LLC	3,515	0.00%	$25K	+85 (+2.5%)
204	NISA INVESTMENT ADVISORS, LLC	3,013	0.00%	$21K	+2,324 (+337.3%)
205	Bogart Wealth, LLC	3,000	0.00%	$21K	NEW
206	True Wealth Design, LLC	2,585	0.00%	$18K	+2,520 (+3876.9%)
207	SIGNATUREFD, LLC	2,387	0.00%	$17K	-344 (-12.6%)
208	FEDERATED HERMES, INC.	2,325	0.00%	$16K	-610,583 (-99.6%)
209	PNC Financial Services Group, Inc.	2,052	0.00%	$14K	+465 (+29.3%)
210	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,904	0.00%	$13K	-38 (-2.0%)
211	GAMMA Investing LLC	1,815	0.00%	$13K	+7 (+0.4%)
212	Rockefeller Capital Management L.P.	1,549	0.00%	$11K	-500 (-24.4%)
213	Federation des caisses Desjardins du Quebec	1,525	0.00%	$11K	-720 (-32.1%)
214	ROTHSCHILD INVESTMENT LLC	1,493	0.00%	$10K	+852 (+132.9%)
215	Nykredit A/S	1,443	0.00%	$10K	NEW
216	Covestor Ltd	1,367	0.00%	$10K	+1,358 (+15088.9%)
217	Pinnacle Wealth Planning Services, Inc.	1,350	0.00%	$9K	NEW
218	NFSG Corp	1,250	0.00%	$9K	-400 (-24.2%)
219	MassMutual Private Wealth & Trust, FSB	1,070	0.00%	$7K	+668 (+166.2%)
220	Larson Financial Group LLC	1,018	0.00%	$7K	-47 (-4.4%)
221	TrinityBridge Ltd	838	0.00%	$6K	—
222	Fortitude Family Office, LLC	789	0.00%	$6K	+721 (+1060.3%)
223	Financial Perspectives, Inc	755	0.00%	$5K	—
224	Activest Wealth Management	742	0.00%	$5K	—
225	TD Waterhouse Canada Inc.	700	0.00%	$5K	—
226	Bell Investment Advisors, Inc	664	0.00%	$5K	+593 (+835.2%)
227	Physician Wealth Advisors, Inc.	534	0.00%	$4K	+466 (+685.3%)
228	Clearstead Advisors, LLC	443	0.00%	$3K	NEW
229	PICTON MAHONEY ASSET MANAGEMENT	435	0.00%	$3K	NEW
230	Parkside Financial Bank & Trust	400	0.00%	$3K	+145 (+56.9%)
231	Continuum Advisory, LLC	382	0.00%	$3K	NEW
232	IFP Advisors, Inc	346	0.00%	$2K	-619 (-64.1%)
233	Sterling Capital Management LLC	342	0.00%	$2K	-225 (-39.7%)
234	NATIONAL BANK OF CANADA /FI/	331	0.00%	$2K	-40 (-10.8%)
235	PlanVest Financial, Inc	300	0.00%	$2K	—
236	Basecamp Wealth Advisors LLC	286	0.00%	$2K	+212 (+286.5%)
237	US BANCORP \DE\	277	0.00%	$2K	+228 (+465.3%)
238	SJS Investment Consulting Inc.	252	0.00%	$2K	+177 (+236.0%)
239	Smartleaf Asset Management LLC	244	0.00%	$2K	—
240	Bare Financial Services, Inc	244	0.00%	$2K	+173 (+243.7%)
241	Fulcrum Asset Management LLP	210	0.00%	$1K	NEW
242	Quarry LP	196	0.00%	$1K	NEW
243	Cornerstone Planning Group LLC	170	0.00%	$1K	—
244	Avion Wealth	163	0.00%	$1K	+89 (+120.3%)
245	Rialto Wealth Management, LLC	153	0.00%	$1K	NEW
246	Main Street Group, LTD	125	0.00%	$875	—
247	TD PRIVATE CLIENT WEALTH LLC	124	0.00%	$868	NEW
248	Transamerica Financial Advisors, LLC	123	0.00%	$861	+115 (+1437.5%)
249	Key Capital Management, INC	119	0.00%	$833	—
250	Private Wealth Management Group, LLC	103	0.00%	$721	NEW

Exited since 2026-03-31 (44 filers; largest 25 shown)

JUPITER ASSET MANAGEMENT LTD	−814,179
Campbell & CO Investment Adviser LLC	−606,778
Public Sector Pension Investment Board	−316,753
Qube Research & Technologies Ltd	−208,783
CWM, LLC	−116,032
OCCUDO QUANTITATIVE STRATEGIES LP	−115,244
WESBANCO BANK INC	−113,500
Advisory Services Network, LLC	−112,771
Graham Capital Management, L.P.	−104,476
Blueshift Asset Management, LLC	−98,373
Entropy Technologies, LP	−90,344
Massar Capital Management, LP	−73,300
DGS Capital Management, LLC	−62,403
MIRABELLA FINANCIAL SERVICES LLP	−60,316
Centiva Capital, LP	−52,339
Qsemble Capital Management, LP	−50,721
GC Wealth Management RIA, LLC	−48,999
Jump Financial, LLC	−45,369
Dynamic Technology Lab Private Ltd	−43,367
JANUS HENDERSON GROUP PLC	−40,021
INCEPTIONR LLC	−37,430
EVERGREEN CAPITAL MANAGEMENT LLC	−31,387
Tidal Investments LLC	−28,908
9823 Capital, L.P.	−27,691
AMERICAN CENTURY COMPANIES INC	−25,733

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
BlackRock, Inc.	SCHEDULE 13G	2026-07-27	2026-06-30	8,596,106	5.3%
Justin Rosenstein	SCHEDULE 13G/A	2026-05-15	2026-03-31	6,322,002	3.8%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-28	2026-03-31	8,782,856	5.41%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Rosenstein Justin	SCHEDULE 13G/A	2026-02-13	2025-12-31	12,672,002	7.3%
Dustin A. Moskovitz	SCHEDULE 13D/A	2025-08-15	2025-08-13	129,778,201	58%
Voya Financial, Inc.	SCHEDULE 13G/A	2025-08-11	2025-06-30	5,589,661	3.6%
Allianz Global Investors GmbH	SCHEDULE 13G/A	2025-04-28	2025-03-31	5,200,251	3.5%

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.