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.
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 | WEST · NASDAQ | 97,627,387 | 48,315,752 | 49.5% | 148 | 96145W103 |
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.
Top holders (148 of 148 · 96145W103)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | HF Capital, LLC | 12,749,755 | 13.06% | $103.4M | — |
| 2 | Stephens Group, LLC | 7,347,871 | 7.53% | $59.6M | -762,172 (-9.4%) |
| 3 | FMR LLC | 4,046,466 | 4.14% | $32.8M | +1,249,328 (+44.7%) |
| 4 | BlackRock, Inc. | 2,774,331 | 2.84% | $22.5M | +220,656 (+8.6%) |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,182,542 | 2.24% | $17.7M | +88,214 (+4.2%) |
| 6 | NFC Investments, LLC | 2,066,711 | 2.12% | $16.8M | -1,463,037 (-41.4%) |
| 7 | BROWN BROTHERS HARRIMAN & CO | 1,876,688 | 1.92% | $15.2M | — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,023,780 | 1.05% | $8.3M | +47,341 (+4.8%) |
| 9 | Silverleafe Capital Partners, LLC | 968,217 | 0.99% | $7.9M | -3,748,488 (-79.5%) |
| 10 | AGMAN CAPITAL LLC | 838,846 | 0.86% | $6.8M | — |
| 11 | STATE STREET CORP | 793,823 | 0.81% | $6.4M | +28,318 (+3.7%) |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 647,826 | 0.66% | $5.3M | +38,988 (+6.4%) |
| 13 | MILLENNIUM MANAGEMENT LLC | 601,611 | 0.62% | $4.9M | +569,412 (+1768.4%) |
| 14 | JANE STREET GROUP, LLC | 546,450 | 0.56% | $4.4M | +527,879 (+2842.5%) |
| 15 | AQR CAPITAL MANAGEMENT LLC | 472,859 | 0.48% | $3.8M | +366,963 (+346.5%) |
| 16 | ZAZOVE ASSOCIATES LLC | 450,508 | 0.46% | $3.7M | -703,222 (-61.0%) |
| 17 | UBS Group AG | 416,134 | 0.43% | $3.4M | +300,109 (+258.7%) |
| 18 | GOLDMAN SACHS GROUP INC | 407,297 | 0.42% | $3.3M | +151,204 (+59.0%) |
| 19 | BANK OF AMERICA CORP /DE/ | 375,992 | 0.39% | $3.0M | +306,191 (+438.7%) |
| 20 | Nuveen, LLC | 368,272 | 0.38% | $3.0M | +111,956 (+43.7%) |
| 21 | HRT FINANCIAL LP | 363,695 | 0.37% | $2.9M | +228,387 (+168.8%) |
| 22 | ALGERT GLOBAL LLC | 347,241 | 0.36% | $2.8M | NEW |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 316,978 | 0.32% | $2.6M | +8,198 (+2.7%) |
| 24 | NORTHERN TRUST CORP | 300,280 | 0.31% | $2.4M | +23,404 (+8.5%) |
| 25 | TUDOR INVESTMENT CORP ET AL | 296,402 | 0.30% | $2.4M | NEW |
| 26 | VANGUARD FIDUCIARY TRUST CO | 286,063 | 0.29% | $2.3M | +17,776 (+6.6%) |
| 27 | LEE DANNER & BASS INC | 283,000 | 0.29% | $2.3M | — |
| 28 | BNP PARIBAS FINANCIAL MARKETS | 262,343 | 0.27% | $2.1M | +254,297 (+3160.5%) |
| 29 | Trexquant Investment LP | 250,482 | 0.26% | $2.0M | NEW |
| 30 | STEPHENS INC /AR/ | 242,588 | 0.25% | $2.0M | -5,740 (-2.3%) |
| 31 | CITADEL ADVISORS LLC | 218,376 | 0.22% | $1.8M | +35,328 (+19.3%) |
| 32 | Jupiter Topco LLC | 204,235 | 0.21% | $1.7M | NEW |
| 33 | MORGAN STANLEY | 197,582 | 0.20% | $1.6M | +112,370 (+131.9%) |
| 34 | Mariner, LLC | 194,193 | 0.20% | $1.6M | +180,194 (+1287.2%) |
| 35 | DAVENPORT & Co LLC | 194,025 | 0.20% | $1.6M | -26,875 (-12.2%) |
| 36 | Point72 Asset Management, L.P. | 186,642 | 0.19% | $1.5M | NEW |
| 37 | Horrell Capital Management, Inc. | 158,514 | 0.16% | $1.3M | -2,783 (-1.7%) |
| 38 | Sovereign's Capital Management, LLC | 154,500 | 0.16% | $1.3M | -1,701 (-1.1%) |
| 39 | Piedmont Capital Management, LLC/NC | 137,488 | 0.14% | $1.1M | -13,866 (-9.2%) |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 131,111 | 0.13% | $1.1M | +76,135 (+138.5%) |
| 41 | ARKANSAS FINANCIAL GROUP, INC. | 127,483 | 0.13% | $1.0M | +61,357 (+92.8%) |
| 42 | Quantinno Capital Management LP | 121,803 | 0.12% | $988K | +31,082 (+34.3%) |
| 43 | Russell Investments Group, Ltd. | 109,081 | 0.11% | $885K | +106,047 (+3495.3%) |
| 44 | MARSHALL WACE, LLP | 105,722 | 0.11% | $857K | +80,421 (+317.9%) |
| 45 | Walleye Capital LLC | 99,515 | 0.10% | $807K | NEW |
| 46 | TWO SIGMA INVESTMENTS, LP | 96,521 | 0.10% | $783K | NEW |
| 47 | D. E. Shaw & Co., Inc. | 96,160 | 0.10% | $780K | +63,945 (+198.5%) |
| 48 | Inspire Investing, LLC | 84,680 | 0.09% | $687K | -40,358 (-32.3%) |
| 49 | RENAISSANCE TECHNOLOGIES LLC | 83,700 | 0.09% | $679K | +41,700 (+99.3%) |
| 50 | Jump Financial, LLC | 83,564 | 0.09% | $678K | NEW |
| 51 | Bank of New York Mellon Corp | 83,069 | 0.09% | $674K | +6,632 (+8.7%) |
| 52 | PRICE T ROWE ASSOCIATES INC /MD/ | 69,920 | 0.07% | $568K | +4,790 (+7.4%) |
| 53 | FULLER & THALER ASSET MANAGEMENT, INC. | 64,305 | 0.07% | $522K | NEW |
| 54 | DIVERSIFIED TRUST CO | 62,934 | 0.06% | $510K | — |
| 55 | GREENWOOD GEARHART LLC | 58,167 | 0.06% | $472K | — |
| 56 | HSBC HOLDINGS PLC | 57,716 | 0.06% | $464K | +27,905 (+93.6%) |
| 57 | Susquehanna Portfolio Strategies, LLC | 57,614 | 0.06% | $467K | — |
| 58 | Centiva Capital, LP | 56,776 | 0.06% | $460K | NEW |
| 59 | REGIONS FINANCIAL CORP | 47,430 | 0.05% | $385K | — |
| 60 | RHUMBLINE ADVISERS | 46,665 | 0.05% | $378K | +4,252 (+10.0%) |
| 61 | ALLIANCEBERNSTEIN L.P. | 43,820 | 0.04% | $186K | +9,400 (+27.3%) |
| 62 | Creative Planning | 43,786 | 0.04% | $355K | +17,625 (+67.4%) |
| 63 | IEQ CAPITAL, LLC | 42,451 | 0.04% | $344K | NEW |
| 64 | Aquatic Capital Management LLC | 37,848 | 0.04% | $307K | +14,251 (+60.4%) |
| 65 | BARCLAYS PLC | 35,454 | 0.04% | $288K | +10,699 (+43.2%) |
| 66 | Legacy Capital Wealth Partners, LLC | 34,500 | 0.04% | $280K | -2,040 (-5.6%) |
| 67 | DEUTSCHE BANK AG\ | 34,301 | 0.04% | $278K | +789 (+2.4%) |
| 68 | WELLS FARGO & COMPANY/MN | 34,078 | 0.03% | $276K | +19,418 (+132.5%) |
| 69 | Jain Global LLC | 28,754 | 0.03% | $233K | NEW |
| 70 | XTX Topco Ltd | 27,604 | 0.03% | $224K | NEW |
| 71 | RAYMOND JAMES FINANCIAL INC | 26,939 | 0.03% | $218K | -4,000 (-12.9%) |
| 72 | Vanguard Global Advisers, LLC | 26,411 | 0.03% | $214K | +7,378 (+38.8%) |
| 73 | Invesco Ltd. | 24,759 | 0.03% | $201K | +6,346 (+34.5%) |
| 74 | LATHROP INVESTMENT MANAGEMENT CO | 23,615 | 0.02% | $192K | — |
| 75 | MERCER GLOBAL ADVISORS INC /ADV | 22,852 | 0.02% | $185K | +12,421 (+119.1%) |
| 76 | Arvest Bank Trust Division | 22,635 | 0.02% | $184K | — |
| 77 | Inscription Capital, LLC | 22,435 | 0.02% | $182K | -1,564 (-6.5%) |
| 78 | Virtu Financial LLC | 22,376 | 0.02% | $181K | NEW |
| 79 | Cerity Partners LLC | 22,273 | 0.02% | $181K | NEW |
| 80 | MetLife Investment Management, LLC | 21,933 | 0.02% | $178K | +10,235 (+87.5%) |
| 81 | FOX RUN MANAGEMENT, L.L.C. | 20,648 | 0.02% | $167K | NEW |
| 82 | CITIGROUP INC | 19,914 | 0.02% | $162K | +17,981 (+930.2%) |
| 83 | HighTower Advisors, LLC | 19,356 | 0.02% | $157K | -44 (-0.2%) |
| 84 | SEI INVESTMENTS CO | 18,916 | 0.02% | $153K | NEW |
| 85 | Balyasny Asset Management L.P. | 18,111 | 0.02% | $147K | +5,245 (+40.8%) |
| 86 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,211 | 0.02% | $140K | +65 (+0.4%) |
| 87 | Red Door Wealth Management, LLC | 17,000 | 0.02% | $138K | -11,000 (-39.3%) |
| 88 | Magnetar Financial LLC | 16,564 | 0.02% | $134K | NEW |
| 89 | JPMORGAN CHASE & CO | 15,585 | 0.02% | $128K | +414 (+2.7%) |
| 90 | Cetera Investment Advisers | 15,478 | 0.02% | $126K | +1,125 (+7.8%) |
| 91 | TWO SIGMA SECURITIES, LLC | 15,423 | 0.02% | $125K | NEW |
| 92 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,324 | 0.02% | $114K | NEW |
| 93 | LOS ANGELES CAPITAL MANAGEMENT LLC | 13,335 | 0.01% | $108K | NEW |
| 94 | Corient Private Wealth LP | 12,424 | 0.01% | $101K | NEW |
| 95 | WINTON GROUP Ltd | 12,300 | 0.01% | $100K | NEW |
| 96 | Arax Advisory Partners | 12,256 | 0.01% | $99K | +11,867 (+3050.6%) |
| 97 | Police & Firemen's Retirement System of New Jersey | 12,070 | 0.01% | $98K | — |
| 98 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 12,061 | 0.01% | $98K | — |
| 99 | Pathstone Holdings, LLC | 12,000 | 0.01% | $97K | — |
| 100 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11,147 | 0.01% | $90K | -709 (-6.0%) |
| 101 | Sequoia Financial Advisors, LLC | 10,812 | 0.01% | $88K | NEW |
| 102 | Summit Asset Management, LLC | 10,750 | 0.01% | $87K | -2,521 (-19.0%) |
| 103 | Waterloo Capital, L.P. | 10,729 | 0.01% | $87K | +176 (+1.7%) |
| 104 | INTECH INVESTMENT MANAGEMENT LLC | 10,548 | 0.01% | $86K | -108 (-1.0%) |
| 105 | SG Americas Securities, LLC | 10,354 | 0.01% | $84K | NEW |
| 106 | Gotham Asset Management, LLC | 10,149 | 0.01% | $82K | NEW |
| 107 | NEW YORK STATE COMMON RETIREMENT FUND | 6,640 | 0.01% | $54K | — |
| 108 | Quantbot Technologies LP | 4,860 | 0.00% | $39K | NEW |
| 109 | Tower Research Capital LLC (TRC) | 4,048 | 0.00% | $33K | +1,086 (+36.7%) |
| 110 | JONES FINANCIAL COMPANIES LLLP | 3,778 | 0.00% | $35K | — |
| 111 | Legal & General Group Plc | 3,733 | 0.00% | $30K | +514 (+16.0%) |
| 112 | HHM Wealth Advisors, LLC | 3,500 | 0.00% | $28K | — |
| 113 | State of Alaska, Department of Revenue | 3,491 | 0.00% | $28K | — |
| 114 | GROUP ONE TRADING LLC | 3,348 | 0.00% | $27K | -2,705 (-44.7%) |
| 115 | Ameritas Investment Partners, Inc. | 3,320 | 0.00% | $27K | — |
| 116 | Farther Finance Advisors, LLC | 1,880 | 0.00% | $15K | +85 (+4.7%) |
| 117 | ROYAL BANK OF CANADA | 1,859 | 0.00% | $15K | +242 (+15.0%) |
| 118 | Allworth Financial LP | 1,302 | 0.00% | $11K | +1,043 (+402.7%) |
| 119 | SIGNATUREFD, LLC | 1,271 | 0.00% | $10K | NEW |
| 120 | Versant Capital Management, Inc | 1,163 | 0.00% | $9K | — |
| 121 | OSAIC HOLDINGS, INC. | 1,010 | 0.00% | $8K | -700 (-40.9%) |
| 122 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,000 | 0.00% | $8K | — |
| 123 | EverSource Wealth Advisors, LLC | 964 | 0.00% | $8K | +259 (+36.7%) |
| 124 | GAMMA Investing LLC | 672 | 0.00% | $5K | — |
| 125 | Essential Partners LLC | 590 | 0.00% | $5K | -379 (-39.1%) |
| 126 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 517 | 0.00% | $4K | -1,433 (-73.5%) |
| 127 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 500 | 0.00% | $4K | — |
| 128 | Blue Trust, Inc. | 394 | 0.00% | $3K | — |
| 129 | Aster Capital Management (DIFC) Ltd | 373 | 0.00% | $3K | NEW |
| 130 | ROTHSCHILD INVESTMENT LLC | 367 | 0.00% | $3K | +309 (+532.8%) |
| 131 | Parallel Advisors, LLC | 280 | 0.00% | $2K | — |
| 132 | IFP Advisors, Inc | 267 | 0.00% | $2K | +247 (+1235.0%) |
| 133 | SJS Investment Consulting Inc. | 170 | 0.00% | $1K | +165 (+3300.0%) |
| 134 | Sterling Capital Management LLC | 168 | 0.00% | $1K | -66 (-28.2%) |
| 135 | True Wealth Design, LLC | 125 | 0.00% | $1K | +117 (+1462.5%) |
| 136 | Clearstead Advisors, LLC | 48 | 0.00% | $391 | NEW |
| 137 | Covestor Ltd | 44 | 0.00% | $0 | +22 (+100.0%) |
| 138 | US BANCORP \DE\ | 35 | 0.00% | $284 | -8 (-18.6%) |
| 139 | West Financial Advisors, LLC | 31 | 0.00% | $0 | — |
| 140 | Transamerica Financial Advisors, LLC | 25 | 0.00% | $202 | — |
| 141 | BESSEMER GROUP INC | 25 | 0.00% | $0 | NEW |
| 142 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 0.00% | $0 | — |
| 143 | Fortitude Family Office, LLC | 25 | 0.00% | $203 | NEW |
| 144 | Hughes Financial Services, LLC | 23 | 0.00% | $187 | NEW |
| 145 | NATIONAL BANK OF CANADA /FI/ | 17 | 0.00% | $138 | NEW |
| 146 | PNC Financial Services Group, Inc. | 13 | 0.00% | $105 | -55 (-80.9%) |
| 147 | Caitong International Asset Management Co., Ltd | 11 | 0.00% | $89 | +10 (+1000.0%) |
| 148 | JPL Wealth Management, LLC | 9 | 0.00% | $73 | NEW |
Exited since 2026-03-31 (17 filers; largest 17 shown)
| CastleKnight Management LP | −718,800 |
| Krilogy Financial LLC | −166,237 |
| Private Capital Management, LLC | −60,000 |
| Alberta Investment Management Corp | −50,000 |
| ExodusPoint Capital Management, LP | −46,705 |
| Commerce Advisors, LLC | −15,850 |
| Ethic Inc. | −15,397 |
| Modera Wealth Management, LLC | −15,000 |
| Hexagon Capital Partners LLC | −11,755 |
| Hudson Bay Capital Management LP | −10,580 |
| CWM, LLC | −5,096 |
| SIMPLEX TRADING, LLC | −3,631 |
| MAI Capital Management | −2,207 |
| Advisory Services Network, LLC | −2,000 |
| Optiver Holding B.V. | −392 |
| Root Financial Partners, LLC | −66 |
| Sunbelt Securities, Inc. | −2 |
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 |
|---|---|---|---|---|---|
| Elizabeth Stephens Campbell | SCHEDULE 13G/A | 2026-07-16 | 2026-06-30 | 9,252,632 | 9% |
| SG-Coffee, LLC | SCHEDULE 13G/A | 2026-07-16 | 2026-06-30 | 4,689,843 | 4.6% |
| The Stephens Group, LLC | SCHEDULE 13G/A | 2026-07-16 | 2026-06-30 | 9,252,632 | 9% |
| W.R. Stephens, Jr. | SCHEDULE 13G/A | 2026-07-16 | 2026-06-30 | 9,252,632 | 9% |
| James E. Sowell | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 7,091,778 | 7.3% |
| Sowell Westrock GP, LLC | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 7,091,778 | 7.3% |
| Sowell Westrock, LP | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 7,091,778 | 7.3% |
| Longleaf Partners Small-Cap Fund | SCHEDULE 13G/A | 2025-08-14 | 2025-06-30 | 2,607,400 | 2.8% |
| O. Mason Hawkins | SCHEDULE 13G/A | 2025-08-14 | 2025-06-30 | 0 | 0% |
| Southeastern Asset Management, Inc. | SCHEDULE 13G/A | 2025-08-14 | 2025-06-30 | 2,670,176 | 2.8% |
| HF Capital, LLC | SCHEDULE 13G/A | 2025-02-12 | 2024-12-31 | 12,708,089 | 13.5% |
| HF Direct Investments Pool, LLC | SCHEDULE 13G/A | 2025-02-12 | 2024-12-31 | 12,708,089 | 13.5% |
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.