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.

Privia Health Group, Inc.

CIK 0001759655PRVA· quarter ending 2026-06-30

Shares outstanding

127,734,207

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

Held by 13F filers

123,546,684

96.7% of shares outstanding

Holders

302

+9 vs 2026-03-31 · 46 new, 37 exited

Value

$3.2B

shares -1.1% vs prior quarter

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	PRVA · NASDAQ	127,734,207	123,546,684	96.7%	302	74276R102

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
	74276R102	COM	302	123,546,684	127,734,207	96.7%	$3.2B	3 call / 0 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 302 · 74276R102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	21,402,417	16.76%	$550.7M	+2,344,507 (+12.3%)
2	FMR LLC	12,848,437	10.06%	$330.6M	-197,105 (-1.5%)
3	Durable Capital Partners LP	11,635,948	9.11%	$299.4M	-451,895 (-3.7%)
4	VANGUARD PORTFOLIO MANAGEMENT LLC	6,572,384	5.15%	$169.1M	+290,842 (+4.6%)
5	Rubicon Founders LLC	5,971,079	4.67%	$153.6M	+22,415 (+0.4%)
6	VANGUARD CAPITAL MANAGEMENT LLC	5,156,720	4.04%	$132.7M	+147,897 (+3.0%)
7	STATE STREET CORP	4,905,789	3.84%	$126.2M	+415,889 (+9.3%)
8	Van Berkom & Associates Inc.	3,711,623	2.91%	$95.5M	-4,394,463 (-54.2%)
9	GEODE CAPITAL MANAGEMENT, LLC	3,130,473	2.45%	$80.6M	+234,939 (+8.1%)
10	RIVERBRIDGE PARTNERS LLC	2,998,597	2.35%	$77.2M	-919,351 (-23.5%)
11	Bank of New York Mellon Corp	2,892,536	2.26%	$74.4M	-50,957 (-1.7%)
12	PRINCIPAL FINANCIAL GROUP INC	2,587,878	2.03%	$66.6M	-135,195 (-5.0%)
13	DIMENSIONAL FUND ADVISORS LP	2,551,861	2.00%	$65.7M	+145,144 (+6.0%)
14	WELLINGTON MANAGEMENT GROUP LLP	2,130,289	1.67%	$54.8M	+1,906,187 (+850.6%)
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,948,021	1.53%	$50.1M	-103,638 (-5.1%)
16	BlackBarn Capital Partners LP	1,585,000	1.24%	$40.8M	—
17	Nuveen, LLC	1,465,145	1.15%	$37.7M	+517,009 (+54.5%)
18	BANK OF AMERICA CORP /DE/	1,432,117	1.12%	$36.8M	+175,939 (+14.0%)
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,374,828	1.08%	$35.4M	+55,722 (+4.2%)
20	GOLDMAN SACHS GROUP INC	1,302,019	1.02%	$33.5M	-37,931 (-2.8%)
21	NORTHERN TRUST CORP	1,253,501	0.98%	$32.3M	+75,791 (+6.4%)
22	FRANKLIN RESOURCES INC	1,228,616	0.96%	$31.6M	-250,142 (-16.9%)
23	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	1,053,271	0.82%	$27.1M	+863,660 (+455.5%)
24	LOOMIS SAYLES & CO L P	1,014,786	0.79%	$26.1M	-27,314 (-2.6%)
25	MORGAN STANLEY	1,005,930	0.79%	$25.9M	+24,011 (+2.4%)
26	Qube Research & Technologies Ltd	848,154	0.66%	$21.8M	+281,359 (+49.6%)
27	VANGUARD FIDUCIARY TRUST CO	846,684	0.66%	$21.8M	+47,019 (+5.9%)
28	ROYCE & ASSOCIATES LP	825,171	0.65%	$21.2M	+157,530 (+23.6%)
29	EVENTIDE ASSET MANAGEMENT, LLC	737,694	0.58%	$19.0M	—
30	Freestone Grove Partners LP	685,489	0.54%	$17.6M	-153,985 (-18.3%)
31	RENAISSANCE TECHNOLOGIES LLC	632,700	0.50%	$16.3M	-143,800 (-18.5%)
32	C WorldWide Group Holding A/S	610,000	0.48%	$15.7M	—
33	Woodline Partners LP	605,612	0.47%	$15.6M	+129,657 (+27.2%)
34	ENVESTNET ASSET MANAGEMENT INC	544,771	0.43%	$14.0M	-61,996 (-10.2%)
35	Invesco Ltd.	449,755	0.35%	$11.6M	+19,882 (+4.6%)
36	Public Sector Pension Investment Board	406,898	0.32%	$10.5M	-6,699 (-1.6%)
37	PEREGRINE CAPITAL MANAGEMENT LLC	360,207	0.28%	$9.3M	+43,489 (+13.7%)
38	Clearbridge Investments, LLC	359,150	0.28%	$9.2M	+721 (+0.2%)
39	D. E. Shaw & Co., Inc.	353,157	0.28%	$9.1M	+187,816 (+113.6%)
40	RENAISSANCE GROUP LLC	340,157	0.27%	$8.8M	-67,151 (-16.5%)
41	Caisse de depot et placement du Quebec	326,424	0.26%	$8.4M	—
42	BNP PARIBAS FINANCIAL MARKETS	322,263	0.25%	$8.3M	+159,687 (+98.2%)
43	UBS Group AG	285,210	0.22%	$7.3M	-96,575 (-25.3%)
44	RHUMBLINE ADVISERS	284,515	0.22%	$7.3M	-16,426 (-5.5%)
45	MILLENNIUM MANAGEMENT LLC	268,324	0.21%	$6.9M	-444,241 (-62.3%)
46	ArrowMark Colorado Holdings LLC	262,195	0.21%	$6.7M	-513,174 (-66.2%)
47	OneDigital Investment Advisors LLC	258,561	0.20%	$6.7M	-42,303 (-14.1%)
48	Legal & General Group Plc	256,706	0.20%	$6.6M	+3,720 (+1.5%)
49	AQR CAPITAL MANAGEMENT LLC	255,610	0.20%	$6.6M	+22,540 (+9.7%)
50	Weiss Asset Management LP	253,964	0.20%	$6.5M	+227,064 (+844.1%)
51	FIRST TRUST ADVISORS LP	242,430	0.19%	$6.2M	-52,208 (-17.7%)
52	DEUTSCHE BANK AG\	234,049	0.18%	$6.0M	+27,504 (+13.3%)
53	OPPENHEIMER ASSET MANAGEMENT INC.	226,999	0.18%	$5.8M	-19,897 (-8.1%)
54	Bellevue Group AG	226,703	0.18%	$5.8M	—
55	Man Group plc	210,624	0.16%	$5.4M	+171,302 (+435.6%)
56	Focus Partners Wealth	200,770	0.16%	$5.2M	+3,467 (+1.8%)
57	Squarepoint Ops LLC	198,763	0.16%	$5.1M	+150,655 (+313.2%)
58	Swiss National Bank	195,400	0.15%	$5.0M	+1,800 (+0.9%)
59	AMERIPRISE FINANCIAL INC	190,872	0.15%	$4.9M	-5,643 (-2.9%)
60	PDT Partners, LLC	180,779	0.14%	$4.7M	-3,700 (-2.0%)
61	JPMORGAN CHASE & CO	178,843	0.14%	$4.7M	-8,250 (-4.4%)
62	PRICE T ROWE ASSOCIATES INC /MD/	171,902	0.13%	$4.4M	+36,909 (+27.3%)
63	Pier Capital, LLC	159,123	0.12%	$4.1M	+482 (+0.3%)
64	ROYAL BANK OF CANADA	156,846	0.12%	$4.0M	-81,220 (-34.1%)
65	ALLIANCEBERNSTEIN L.P.	147,292	0.12%	$3.0M	+10,871 (+8.0%)
66	WELLS FARGO & COMPANY/MN	146,095	0.11%	$3.8M	+72,083 (+97.4%)
67	SCHRODER INVESTMENT MANAGEMENT GROUP	140,738	0.11%	$3.6M	-2,381 (-1.7%)
68	STIFEL FINANCIAL CORP	135,521	0.11%	$3.5M	-23,475 (-14.8%)
69	Cinctive Capital Management LP	125,093	0.10%	$3.2M	NEW
70	KORNITZER CAPITAL MANAGEMENT INC /KS	124,535	0.10%	$3.2M	—
71	PRUDENTIAL FINANCIAL INC	123,195	0.10%	$3.2M	+3,800 (+3.2%)
72	SEI INVESTMENTS CO	120,684	0.09%	$3.1M	-19,686 (-14.0%)
73	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	118,468	0.09%	$3.0M	+16,611 (+16.3%)
74	Creative Planning	108,033	0.08%	$2.8M	-5,281 (-4.7%)
75	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	106,085	0.08%	$2.7M	+11,025 (+11.6%)
76	BARCLAYS PLC	103,469	0.08%	$2.7M	+12,531 (+13.8%)
77	ALGERT GLOBAL LLC	103,000	0.08%	$2.7M	-68,290 (-39.9%)
78	Quantinno Capital Management LP	101,057	0.08%	$2.6M	+68,350 (+209.0%)
79	HSBC HOLDINGS PLC	100,213	0.08%	$2.6M	+62,362 (+164.8%)
80	VANGUARD ASSET MANAGEMENT, Ltd	96,590	0.08%	$2.5M	-574 (-0.6%)
81	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	94,475	0.07%	$2.4M	-2,313 (-2.4%)
82	Campbell & CO Investment Adviser LLC	92,153	0.07%	$2.4M	+45,772 (+98.7%)
83	Jump Financial, LLC	84,012	0.07%	$2.2M	NEW
84	STATE OF WISCONSIN INVESTMENT BOARD	83,538	0.07%	$2.1M	-772 (-0.9%)
85	LOS ANGELES CAPITAL MANAGEMENT LLC	80,869	0.06%	$2.1M	—
86	Future Fund LLC	80,386	0.06%	$2.1M	+14,848 (+22.7%)
87	CITIGROUP INC	79,844	0.06%	$2.1M	+53,338 (+201.2%)
88	Thrivent Financial for Lutherans	77,783	0.06%	$2.0M	+608 (+0.8%)
89	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	73,365	0.06%	$1.9M	+34,343 (+88.0%)
90	MetLife Investment Management, LLC	70,667	0.06%	$1.8M	+6,964 (+10.9%)
91	LPL Financial LLC	65,611	0.05%	$1.7M	+3,478 (+5.6%)
92	One Capital Management, LLC	65,538	0.05%	$1.3M	—
93	GSA CAPITAL PARTNERS LLP	65,048	0.05%	$1.7M	NEW
94	Cetera Investment Advisers	62,906	0.05%	$1.6M	-6,831 (-9.8%)
95	TUDOR INVESTMENT CORP ET AL	62,026	0.05%	$1.6M	-68,058 (-52.3%)
96	VARCOV Co.	58,732	0.05%	$1.5M	+25,080 (+74.5%)
97	MANUFACTURERS LIFE INSURANCE COMPANY, THE	58,420	0.05%	$1.5M	+6,022 (+11.5%)
98	Illinois Municipal Retirement Fund	57,323	0.04%	$1.5M	-5,907 (-9.3%)
99	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	57,304	0.04%	$1.5M	+3,956 (+7.4%)
100	VOYA INVESTMENT MANAGEMENT LLC	55,466	0.04%	$1.4M	+2,670 (+5.1%)
101	VICTORY CAPITAL MANAGEMENT INC	54,611	0.04%	$1.4M	+5,718 (+11.7%)
102	Baker Avenue Asset Management, LP	54,290	0.04%	$1.4M	-7,409 (-12.0%)
103	Louisiana State Employees Retirement System	51,900	0.04%	$1.3M	+600 (+1.2%)
104	State of New Jersey Common Pension Fund D	51,843	0.04%	$1.3M	-51,177 (-49.7%)
105	Rhenman & Partners Asset Management AB	50,000	0.04%	$1.3M	NEW
106	STRS OHIO	49,300	0.04%	$1.3M	+6,700 (+15.7%)
107	CITADEL ADVISORS LLC	48,835	0.04%	$1.3M	-441,578 (-90.0%)
108	Gotham Asset Management, LLC	46,822	0.04%	$1.2M	-30,147 (-39.2%)
109	Universal- Beteiligungs- und Servicegesellschaft mbH	45,958	0.04%	$1.2M	+3,040 (+7.1%)
110	State of Alaska, Department of Revenue	45,883	0.04%	$1.2M	-18,067 (-28.3%)
111	Zurcher Kantonalbank (Zurich Cantonalbank)	45,280	0.04%	$1.2M	—
112	Vanguard Global Advisers, LLC	44,777	0.04%	$1.2M	-1,626 (-3.5%)
113	GLENMEDE TRUST CO NA	44,111	0.03%	$1.1M	+177 (+0.4%)
114	Jupiter Topco LLC	44,085	0.03%	$1.1M	NEW
115	State of Tennessee, Department of Treasury	43,932	0.03%	$1.1M	-13,372 (-23.3%)
116	NEW YORK STATE COMMON RETIREMENT FUND	42,450	0.03%	$1.1M	+6,000 (+16.5%)
117	S&CO INC	42,000	0.03%	$1.1M	—
118	Janney Montgomery Scott LLC	41,545	0.03%	$1.1M	-6,265 (-13.1%)
119	Amundi	39,573	0.03%	$1.0M	+14,119 (+55.5%)
120	BRADLEY FOSTER & SARGENT INC/CT	37,862	0.03%	$974K	—
121	FIFTH THIRD BANCORP	37,829	0.03%	$973K	-313 (-0.8%)
122	Engineers Gate Manager LP	37,800	0.03%	$973K	-13,504 (-26.3%)
123	SG Americas Securities, LLC	36,831	0.03%	$948K	-9,743 (-20.9%)
124	AVENIR CORP	36,745	0.03%	$945K	—
125	ALLSTATE CORP	36,110	0.03%	$929K	NEW
126	Russell Investments Group, Ltd.	35,996	0.03%	$926K	+23,396 (+185.7%)
127	Police & Firemen's Retirement System of New Jersey	35,657	0.03%	$917K	+3,615 (+11.3%)
128	Affiance Financial, LLC	34,742	0.03%	$894K	—
129	EXCHANGE TRADED CONCEPTS, LLC	33,708	0.03%	$867K	-510 (-1.5%)
130	HARBOR CAPITAL ADVISORS, INC.	33,653	0.03%	$866K	+1,790 (+5.6%)
131	ACADIAN ASSET MANAGEMENT LLC	33,105	0.03%	$850K	NEW
132	BANK OF MONTREAL /CAN/	31,981	0.03%	$823K	-3,946 (-11.0%)
133	AMALGAMATED BANK	31,884	0.02%	$820K	-1,433 (-4.3%)
134	CAPSTONE INVESTMENT ADVISORS, LLC	31,832	0.02%	$819K	-6,464 (-16.9%)
135	YOUSIF CAPITAL MANAGEMENT, LLC	31,782	0.02%	$818K	+373 (+1.2%)
136	Summit Global Investments	30,919	0.02%	$796K	-844 (-2.7%)
137	RAYMOND JAMES FINANCIAL INC	29,876	0.02%	$769K	-322 (-1.1%)
138	Alyeska Investment Group, L.P.	29,797	0.02%	$767K	NEW
139	FOX RUN MANAGEMENT, L.L.C.	29,078	0.02%	$748K	NEW
140	GUGGENHEIM CAPITAL LLC	28,396	0.02%	$731K	+12,290 (+76.3%)
141	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	28,247	0.02%	$727K	NEW
142	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	28,089	0.02%	$723K	-504 (-1.8%)
143	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	27,947	0.02%	$719K	—
144	Handelsbanken Fonder AB	27,200	0.02%	$700K	+5,500 (+25.3%)
145	TEACHER RETIREMENT SYSTEM OF TEXAS	26,975	0.02%	$694K	+2,328 (+9.4%)
146	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	26,914	0.02%	$692K	+500 (+1.9%)
147	ARIZONA STATE RETIREMENT SYSTEM	26,864	0.02%	$691K	-164 (-0.6%)
148	Holocene Advisors, LP	25,948	0.02%	$668K	-48,443 (-65.1%)
149	MACKENZIE FINANCIAL CORP	25,488	0.02%	$656K	NEW
150	INTECH INVESTMENT MANAGEMENT LLC	25,029	0.02%	$644K	-886 (-3.4%)
151	SECTORAL ASSET MANAGEMENT INC	24,136	0.02%	$621K	-3,000 (-11.1%)
152	Vanguard Investments Australia, Ltd.	23,944	0.02%	$616K	—
153	Cerity Partners LLC	23,424	0.02%	$603K	+837 (+3.7%)
154	EVERGREEN CAPITAL MANAGEMENT LLC	22,656	0.02%	$583K	+4,456 (+24.5%)
155	QUADRANT CAPITAL GROUP LLC	22,518	0.02%	$579K	-260 (-1.1%)
156	ZACKS INVESTMENT MANAGEMENT	22,217	0.02%	$572K	NEW
157	KLP KAPITALFORVALTNING AS	22,000	0.02%	$566K	—
158	Corient Private Wealth LP	21,792	0.02%	$561K	-192 (-0.9%)
159	Keebeck Wealth Management	21,648	0.02%	$557K	+6,251 (+40.6%)
160	State of Wyoming	21,215	0.02%	$546K	-2,891 (-12.0%)
161	Pathstone Holdings, LLC	20,816	0.02%	$536K	-566 (-2.6%)
162	BENJAMIN EDWARDS INC	20,503	0.02%	$527K	-4,380 (-17.6%)
163	Mariner, LLC	20,239	0.02%	$521K	+2,400 (+13.5%)
164	QRG CAPITAL MANAGEMENT, INC.	19,636	0.02%	$505K	NEW
165	Brevan Howard Capital Management LP	19,378	0.02%	$499K	-9,599 (-33.1%)
166	OP Asset Management Ltd	19,260	0.02%	$496K	—
167	TRUIST FINANCIAL CORP	18,724	0.01%	$482K	-292 (-1.5%)
168	BLAIR WILLIAM & CO/IL	18,477	0.01%	$475K	-245 (-1.3%)
169	Jain Global LLC	17,734	0.01%	$456K	NEW
170	MML INVESTORS SERVICES, LLC	17,461	0.01%	$449K	+2,190 (+14.3%)
171	Maryland State Retirement & Pension System	17,238	0.01%	$444K	+323 (+1.9%)
172	ProShare Advisors LLC	17,213	0.01%	$443K	-888 (-4.9%)
173	IEQ CAPITAL, LLC	16,810	0.01%	$433K	-5,604 (-25.0%)
174	Vanguard Personalized Indexing Management, LLC	16,721	0.01%	$430K	-6,233 (-27.2%)
175	SEB Asset Management AB	16,352	0.01%	$421K	-8,176 (-33.3%)
176	NATIXIS ADVISORS, LLC	16,196	0.01%	$416K	+2,361 (+17.1%)
177	Pictet Asset Management Holding SA	16,076	0.01%	$414K	—
178	Atria Investments, Inc	15,568	0.01%	$401K	+34 (+0.2%)
179	ALPINE WOODS CAPITAL INVESTORS, LLC	15,303	0.01%	$394K	+4,089 (+36.5%)
180	CANADA PENSION PLAN INVESTMENT BOARD	15,200	0.01%	$391K	-5,000 (-24.8%)
181	CHOREO, LLC	14,171	0.01%	$365K	+515 (+3.8%)
182	Counterpoint Mutual Funds LLC	14,036	0.01%	$361K	NEW
183	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13,741	0.01%	$378K	+1,192 (+9.5%)
184	Vestcor Inc	13,632	0.01%	$351K	—
185	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	13,566	0.01%	$349K	+334 (+2.5%)
186	XTX Topco Ltd	13,516	0.01%	$348K	NEW
187	DARK FOREST CAPITAL MANAGEMENT LP	13,502	0.01%	$347K	-6,477 (-32.4%)
188	WEALTH ALLIANCE, LLC	13,234	0.01%	$341K	+383 (+3.0%)
189	PARK AVENUE SECURITIES LLC	13,227	0.01%	$340K	-932 (-6.6%)
190	Smartleaf Asset Management LLC	12,714	0.01%	$325K	—
191	HighTower Advisors, LLC	12,697	0.01%	$327K	-4,009 (-24.0%)
192	TRUST POINT INC.	12,555	0.01%	$323K	-11,062 (-46.8%)
193	Voya Financial Advisors, Inc.	12,460	0.01%	$318K	-2,419 (-16.3%)
194	OCCUDO QUANTITATIVE STRATEGIES LP	12,140	0.01%	$312K	-9,943 (-45.0%)
195	XPONANCE LLC	12,138	0.01%	$312K	+1,121 (+10.2%)
196	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	11,922	0.01%	$307K	—
197	SUSQUEHANNA INTERNATIONAL GROUP, LLP	11,243	0.01%	$289K	-27,760 (-71.2%)
198	Bleakley Financial Group, LLC	11,208	0.01%	$288K	NEW
199	Financiere des Professionnels - Fonds d'investissement inc.	11,138	0.01%	$287K	—
200	Tower Research Capital LLC (TRC)	11,124	0.01%	$286K	+3,151 (+39.5%)
201	Ameritas Investment Partners, Inc.	10,972	0.01%	$282K	+1,361 (+14.2%)
202	BAILARD, INC.	10,700	0.01%	$275K	NEW
203	Parkside Financial Bank & Trust	10,199	0.01%	$262K	-221 (-2.1%)
204	PNC Financial Services Group, Inc.	9,728	0.01%	$250K	-633 (-6.1%)
205	Ensign Peak Advisors, Inc	9,727	0.01%	$250K	—
206	Sanctuary Advisors, LLC	9,045	0.01%	$233K	NEW
207	Quadrature Capital Ltd	9,033	0.01%	$232K	NEW
208	DRW Securities, LLC	8,669	0.01%	$223K	-10,278 (-54.2%)
209	MERCER GLOBAL ADVISORS INC /ADV	8,619	0.01%	$222K	NEW
210	Axxion S.A.	8,448	0.01%	$217K	NEW
211	Balyasny Asset Management L.P.	8,311	0.01%	$214K	NEW
212	Marex Group Ltd	7,982	0.01%	$205K	NEW
213	ASSETMARK, INC	7,476	0.01%	$192K	+725 (+10.7%)
214	Kemnay Advisory Services Inc.	7,269	0.01%	$187K	+461 (+6.8%)
215	Central Pacific Bank - Trust Division	7,001	0.01%	$180K	+5,743 (+456.5%)
216	NISA INVESTMENT ADVISORS, LLC	5,947	0.00%	$153K	+899 (+17.8%)
217	New Age Alpha Advisors, LLC	5,156	0.00%	$133K	-208 (-3.9%)
218	GAMMA Investing LLC	4,819	0.00%	$124K	+592 (+14.0%)
219	US BANCORP \DE\	4,031	0.00%	$104K	-5,311 (-56.9%)
220	SIGNATUREFD, LLC	4,008	0.00%	$103K	+176 (+4.6%)
221	Versant Capital Management, Inc	3,800	0.00%	$98K	+290 (+8.3%)
222	KBC Group NV	3,597	0.00%	$93K	—
223	FEDERATED HERMES, INC.	3,317	0.00%	$85K	+1,280 (+62.8%)
224	Covestor Ltd	3,238	0.00%	$83K	-141 (-4.2%)
225	HANTZ FINANCIAL SERVICES, INC.	3,149	0.00%	$81K	+154 (+5.1%)
226	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2,739	0.00%	$70K	+889 (+48.1%)
227	HARBOR INVESTMENT ADVISORY, LLC	2,700	0.00%	$69K	NEW
228	Arax Advisory Partners	2,212	0.00%	$57K	+2,105 (+1967.3%)
229	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,957	0.00%	$50K	-1,235 (-38.7%)
230	Nykredit A/S	1,932	0.00%	$50K	NEW
231	Allworth Financial LP	1,879	0.00%	$48K	+209 (+12.5%)
232	Pinnacle Wealth Planning Services, Inc.	1,808	0.00%	$47K	+426 (+30.8%)
233	Park Place Capital Corp	1,617	0.00%	$42K	—
234	Salomon & Ludwin, LLC	1,424	0.00%	$38K	-617 (-30.2%)
235	BESSEMER GROUP INC	1,086	0.00%	$28K	-217 (-16.7%)
236	SMA Capital LLC	1,074	0.00%	$28K	NEW
237	Optiver Holding B.V.	1,023	0.00%	$26K	NEW
238	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1,002	0.00%	$26K	+111 (+12.5%)
239	Financial Management Professionals, Inc.	984	0.00%	$25K	—
240	WHITTIER TRUST CO OF NEVADA INC	892	0.00%	$24K	-5 (-0.6%)
241	IFP Advisors, Inc	844	0.00%	$22K	+613 (+265.4%)
242	Colonial Trust Co / SC	717	0.00%	$18K	—
243	Hilltop National Bank	702	0.00%	$18K	—
244	J.Safra Asset Management Corp	693	0.00%	$18K	-143 (-17.1%)
245	PRIVATE TRUST CO NA	673	0.00%	$17K	+52 (+8.4%)
246	Neo Ivy Capital Management	624	0.00%	$16K	NEW
247	EverSource Wealth Advisors, LLC	621	0.00%	$16K	-269 (-30.2%)
248	JONES FINANCIAL COMPANIES LLLP	597	0.00%	$15K	+9 (+1.5%)
249	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	582	0.00%	$16K	+34 (+6.2%)
250	UMB Bank, n.a.	572	0.00%	$15K	+33 (+6.1%)

Exited since 2026-03-31 (37 filers; largest 25 shown)

SILVERCREST ASSET MANAGEMENT GROUP LLC	−630,886
OMERS ADMINISTRATION Corp	−368,695
Bridgewater Associates, LP	−237,948
Edgestream Partners, L.P.	−138,406
Point72 Asset Management, L.P.	−137,611
Trexquant Investment LP	−95,487
ExodusPoint Capital Management, LP	−84,558
Advisors Preferred, LLC	−82,458
JANE STREET GROUP, LLC	−68,227
Integrated Quantitative Investments LLC	−55,205
Robeco Institutional Asset Management B.V.	−51,756
Fieldview Capital Management, LLC	−49,951
JANUS HENDERSON GROUP PLC	−44,085
TWINBEECH CAPITAL LP	−39,000
Dynamic Technology Lab Private Ltd	−30,512
MANGROVE PARTNERS IM, LLC	−27,153
Quantbot Technologies LP	−23,893
Elo Mutual Pension Insurance Co	−18,552
Whalen Wealth Management Inc.	−16,629
STEPHENS INC /AR/	−13,828
Cornerstone Investment Partners, LLC	−12,575
MIRABELLA FINANCIAL SERVICES LLP	−12,302
Blueshift Asset Management, LLC	−12,273
CWM, LLC	−12,187
Swiss Life Asset Management Ltd	−9,940

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
Adam Boehler	SCHEDULE 13D	2026-09-08	2026-09-01	6,472,513	5.07%
Puma Growth Holdings, LLC	SCHEDULE 13D	2026-09-08	2026-09-01	6,472,513	5.07%
Rubicon Founders LLC	SCHEDULE 13D	2026-09-08	2026-09-01	6,472,513	5.07%
Rubicon Founders OP GP 2 LLC	SCHEDULE 13D	2026-09-08	2026-09-01	6,472,513	5.07%
Rubicon Founders OP GP, LP	SCHEDULE 13D	2026-09-08	2026-09-01	6,472,513	5.07%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-29	2026-06-30	17,929,937	14.2%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	6,382,685	5.16%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Abigail P. Johnson	SCHEDULE 13G/A	2025-11-05	2025-09-30	12,364,530.76	10.1%
FMR LLC	SCHEDULE 13G/A	2025-11-05	2025-09-30	12,364,530.76	10.1%
Boehler Adam	SCHEDULE 13G/A	2025-10-24	2025-10-20	5,773,522	4.7%

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.