| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Leonard Green & Partners, L.P. | 24,906,06124.9M | $671M | 11.19% | — |
| 2 | BlackRock, Inc. | 22,002,01822.0M | $593M | 9.88% | ADD 96% |
| 3 | TPG GP A, LLC | 17,830,65217.8M | $480M | 8.01% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,141,9688.1M | $219M | 3.66% | NEW† |
| 5 | DIMENSIONAL FUND ADVISORS LP | 8,090,0378.1M | $218M | 3.63% | ADD 15% |
| 6 | AMERIPRISE FINANCIAL INC | 6,567,3086.6M | $178M | 2.95% | ADD 8% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 6,209,1566.2M | $167M | 2.79% | ADD 6% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 6,169,6876.2M | $166M | 2.77% | NEW† |
| 9 | STATE STREET CORP | 5,667,4735.7M | $153M | 2.55% | ADD 73% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | 4,670,2114.7M | $126M | 2.10% | ADD 68% |
| 11 | AMERICAN CENTURY COMPANIES INC | 4,254,3854.3M | $115M | 1.91% | ADD 56% |
| 12 | TWO SIGMA INVESTMENTS, LP | 3,840,2043.8M | $103M | 1.73% | ADD 75% |
| 13 | T. Rowe Price Investment Management, Inc. | 3,704,7633.7M | $100M | 1.66% | ADD 4% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 3,629,3373.6M | $98M | 1.63% | ADD 3% |
| 15 | WESTFIELD CAPITAL MANAGEMENT CO LP | 3,185,5153.2M | $86M | 1.43% | NEW |
| 16 | GOLDMAN SACHS GROUP INC | 2,751,6022.8M | $74M | 1.24% | ADD 70% |
| 17 | BANK OF AMERICA CORP /DE/ | 2,742,9982.7M | $74M | 1.23% | TRIM -11% |
| 18 | Hood River Capital Management LLC | 2,624,4902.6M | $71M | 1.18% | TRIM -40% |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 2,589,4622.6M | $70M | 1.16% | ADD 18% |
| 20 | LOOMIS SAYLES & CO L P | 2,582,5712.6M | $70M | 1.16% | TRIM -6% |
| 21 | Invesco Ltd. | 2,518,9312.5M | $68M | 1.13% | ADD 8% |
| 22 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,480,2002.5M | $67M | 1.11% | TRIM -10% |
| 23 | MILLENNIUM MANAGEMENT LLC | 2,268,5102.3M | $61M | 1.02% | ADD 100% |
| 24 | MORGAN STANLEY | 2,217,4582.2M | $60M | 1.00% | ADD 102% |
| 25 | Fisher Asset Management, LLC | 2,209,6042.2M | $60M | 0.99% | — |
| 26 | Thrivent Financial for Lutherans | 2,205,3972.2M | $59M | 0.99% | ADD 41% |
| 27 | CITADEL ADVISORS LLC | 1,843,3901.8M | $50M | 0.83% | — |
| 28 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,745,7681.7M | $47M | 0.78% | ADD 39% |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,599,9551.6M | $43M | 0.72% | ADD 15% |
| 30 | NORTHERN TRUST CORP | 1,460,2181.5M | $39M | 0.66% | ADD 11% |
| 31 | JPMORGAN CHASE & CO | 1,484,4861.5M | $39M | 0.67% | TRIM -13% |
| 32 | VOYA INVESTMENT MANAGEMENT LLC | 1,412,3101.4M | $38M | 0.63% | ADD 33% |
| 33 | FMR LLC | 1,355,0741.4M | $37M | 0.61% | TRIM -3% |
| 34 | RAYMOND JAMES FINANCIAL INC | 1,311,4951.3M | $35M | 0.59% | ADD 25% |
| 35 | WEDGE CAPITAL MANAGEMENT L L P/NC | 1,266,9341.3M | $34M | 0.57% | TRIM -2% |
| 36 | KR Capital LP | 1,219,4591.2M | $33M | 0.55% | NEW |
| 37 | Granahan Investment Management, LLC | 1,200,4831.2M | $32M | 0.54% | TRIM -28% |
| 38 | VR Advisory Services Ltd | 1,179,5941.2M | $32M | 0.53% | ADD 65% |
| 39 | UBS Group AG | 1,175,6721.2M | $32M | 0.53% | ADD 5% |
| 40 | OBERWEIS ASSET MANAGEMENT INC/ | 1,160,5001.2M | $31M | 0.52% | ADD 10% |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,049,6211.0M | $28M | 0.47% | TRIM -27% |
| 42 | VANGUARD FIDUCIARY TRUST CO | 1,040,5581.0M | $28M | 0.47% | NEW |
| 43 | FRONTIER CAPITAL MANAGEMENT CO LLC | 936,597936,597 | $25M | 0.42% | ADD 17% |
| 44 | PointState Capital LP | 907,880907,880 | $24M | 0.41% | NEW |
| 45 | Bank of New York Mellon Corp | 862,524862,524 | $23M | 0.39% | ADD 79% |
| 46 | BRAUN STACEY ASSOCIATES INC | 806,455806,455 | $22M | 0.36% | — |
| 47 | Sea Cliff Partners Management, LP | 657,105657,105 | $18M | 0.30% | ADD 41% |
| 48 | EMERALD ADVISERS, LLC | 656,508656,508 | $18M | 0.29% | TRIM -4% |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 649,272649,272 | $17M | 0.29% | ADD 20% |
| 50 | Driehaus Capital Management LLC | 648,106648,106 | $17M | 0.29% | ADD 33% |
| 51 | Point72 Asset Management, L.P. | 597,338597,338 | $16M | 0.27% | TRIM -65% |
| 52 | Penn Capital Management Company, LLC | 560,011560,011 | $15M | 0.25% | ADD 9% |
| 53 | Public Sector Pension Investment Board | 544,300544,300 | $15M | 0.24% | NEW |
| 54 | LORD, ABBETT & CO. LLC | 536,828536,828 | $14M | 0.24% | — |
| 55 | OSTERWEIS CAPITAL MANAGEMENT INC | 519,560519,560 | $14M | 0.23% | ADD 8% |
| 56 | SUVRETTA CAPITAL MANAGEMENT, LLC | 510,349510,349 | $14M | 0.23% | NEW |
| 57 | Woodline Partners LP | 460,617460,617 | $12M | 0.21% | NEW |
| 58 | KENNEDY CAPITAL MANAGEMENT LLC | 452,759452,759 | $12M | 0.20% | ADD 18% |
| 59 | Balyasny Asset Management L.P. | 432,559432,559 | $12M | 0.19% | TRIM -47% |
| 60 | FIL Ltd | 430,085430,085 | $12M | 0.19% | NEW |
| 61 | Ranger Investment Management, L.P. | 426,603426,603 | $11M | 0.19% | — |
| 62 | RHUMBLINE ADVISERS | 401,627401,627 | $11M | 0.18% | ADD 131% |
| 63 | NEW YORK STATE COMMON RETIREMENT FUND | 388,265388,265 | $10M | 0.17% | ADD 8% |
| 64 | ALLIANCEBERNSTEIN L.P. | 382,429382,429 | $10M | 0.17% | TRIM -20% |
| 65 | NEUBERGER BERMAN GROUP LLC | 373,542373,542 | $10M | 0.17% | NEW |
| 66 | PANAGORA ASSET MANAGEMENT INC | 355,787355,787 | $10M | 0.16% | TRIM -10% |
| 67 | EMERALD MUTUAL FUND ADVISERS TRUST | 355,492355,492 | $10M | 0.16% | — |
| 68 | Nuveen, LLC | 353,273353,273 | $10M | 0.16% | TRIM -37% |
| 69 | AQR CAPITAL MANAGEMENT LLC | 348,373348,373 | $9M | 0.16% | ADD 37% |
| 70 | Legal & General Group Plc | 339,561339,561 | $9M | 0.15% | ADD 147% |
| 71 | ALGERT GLOBAL LLC | 337,245337,245 | $9M | 0.15% | ADD 30% |
| 72 | RENAISSANCE GROUP LLC | 333,109333,109 | $9M | 0.15% | ADD 42% |
| 73 | D. E. Shaw & Co., Inc. | 327,018327,018 | $9M | 0.15% | TRIM -89% |
| 74 | PRUDENTIAL FINANCIAL INC | 311,053311,053 | $8M | 0.14% | ADD 92% |
| 75 | CANADA PENSION PLAN INVESTMENT BOARD | 308,636308,636 | $8M | 0.14% | TRIM -6% |
| 76 | Trexquant Investment LP | 306,108306,108 | $8M | 0.14% | TRIM -28% |
| 77 | Shellback Capital, LP | 294,200294,200 | $8M | 0.13% | ADD 7% |
| 78 | Swiss National Bank | 283,700283,700 | $8M | 0.13% | — |
| 79 | Partners Group Holding AG | 277,777277,777 | $7M | 0.12% | — |
| 80 | PEREGRINE CAPITAL MANAGEMENT LLC | 265,266265,266 | $7M | 0.12% | TRIM -4% |
| 81 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 263,433263,433 | $7M | 0.12% | ADD 5% |
| 82 | NEEDHAM INVESTMENT MANAGEMENT LLC | 240,000240,000 | $6M | 0.11% | ADD 109% |
| 83 | Russell Investments Group, Ltd. | 234,832234,832 | $6M | 0.11% | ADD 19% |
| 84 | FRANKLIN RESOURCES INC | 234,585234,585 | $6M | 0.11% | TRIM -42% |
| 85 | Lighthouse Investment Partners, LLC | 230,421230,421 | $6M | 0.10% | ADD 232% |
| 86 | J. Safra Sarasin Holding AG | 227,777227,777 | $6M | 0.10% | — |
| 87 | MARSHALL WACE, LLP | 224,989224,989 | $6M | 0.10% | ADD 131% |
| 88 | FEDERATED HERMES, INC. | 221,206221,206 | $6M | 0.10% | TRIM -5% |
| 89 | FIRST TRUST ADVISORS LP | 184,391184,391 | $5M | 0.08% | ADD 152% |
| 90 | FIFTH THIRD BANCORP | 183,918183,918 | $5M | 0.08% | NEW |
| 91 | ROYCE & ASSOCIATES LP | 178,541178,541 | $5M | 0.08% | ADD 9% |
| 92 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 175,170175,170 | $5M | 0.08% | TRIM -34% |
| 93 | MAIRS & POWER INC | 172,317172,317 | $5M | 0.08% | — |
| 94 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 168,879168,879 | $5M | 0.08% | ADD 25% |
| 95 | Militia Capital Management LLC | 161,100161,100 | $4M | 0.07% | NEW |
| 96 | DEUTSCHE BANK AG\ | 140,524140,524 | $4M | 0.06% | ADD 19% |
| 97 | LAZARD ASSET MANAGEMENT LLC | 139,405139,405 | $4M | 0.06% | ADD 19% |
| 98 | Verdence Capital Advisors LLC | 136,178136,178 | $4M | 0.06% | TRIM -11% |
| 99 | VANGUARD ASSET MANAGEMENT, Ltd | 130,929130,929 | $4M | 0.06% | NEW |
| 100 | Resolute Capital Asset Partners LLC | 125,000125,000 | $3M | 0.06% | NEW |
† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Leonard Green & Partners, L.P. | 51.4M | 41.6M | 29.9M | 24.9M | 24.9M | 24.9M | $671M |
| BlackRock, Inc. | 5.9M | 7.9M | 11.3M | 11.9M | 11.2M | 22.0M | $593M |
| TPG GP A, LLC | 36.8M | 29.7M | 21.4M | 17.8M | 17.8M | 17.8M | $480M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 8.1M | $219M |
| DIMENSIONAL FUND ADVISORS LP | 5.2M | 5.2M | 5.4M | 6.0M | 7.0M | 8.1M | $218M |
| AMERIPRISE FINANCIAL INC | 277K | 5.1M | 7.2M | 6.0M | 6.1M | 6.6M | $178M |
| WELLINGTON MANAGEMENT GROUP LLP | — | — | 2.5M | 5.8M | 5.9M | 6.2M | $167M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 6.2M | $166M |
| STATE STREET CORP | 1.5M | 2.0M | 2.8M | 2.9M | 3.3M | 5.7M | $153M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 39K | 72K | 103K | 2.5M | 2.8M | 4.7M | $126M |
| AMERICAN CENTURY COMPANIES INC | 1.9M | 1.8M | 2.4M | 2.5M | 2.7M | 4.3M | $115M |
| TWO SIGMA INVESTMENTS, LP | 104K | 1.8M | 942K | 1.7M | 2.2M | 3.8M | $103M |
| T. Rowe Price Investment Management, Inc. | — | 962K | 1.8M | 3.0M | 3.6M | 3.7M | $100M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5M | 2.1M | 3.0M | 3.3M | 3.5M | 3.6M | $98M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | — | — | — | — | — | 3.2M | $86M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 318 | 204,517,199 | 91.9% | $5.5B |
| 2025-Q4 | 283 | 187,254,938 | 84.1% | $5.0B |
| 2025-Q3 | 283 | 185,338,188 | 83.3% | $5.1B |
| 2025-Q2 | 294 | 182,528,432 | 82.0% | $5.5B |
| 2025-Q1 | 283 | 180,458,723 | 81.1% | $5.5B |
| 2024-Q4 | 215 | 165,825,417 | 74.5% | $3.7B |
| 2024-Q3 | 189 | 170,226,782 | 76.5% | $4.2B |
| 2024-Q2 | 144 | 164,386,312 | 73.8% | $3.1B |
| 2024-Q1 | 143 | 161,437,909 | 72.5% | $2.5B |
| 2023-Q4 | 126 | 160,461,169 | 72.1% | $2.4B |
| 2023-Q3 | 126 | 155,389,403 | 69.8% | $2.4B |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
“Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On February 27, 2025, the Issuer, the Reporting Person, certain other stockholders of the Issuer, and J.P. Morgan Securities LLC and BofA Securities, Inc., as underwriters (the "Underwriters"), entered into an Underwriting Agreement (the "Underwriting Agreement") pursuant to which the Underwriters agreed to purchase 23 million shares of Common Stock, including 5 million shares of Common Stock from the Reporting Person, at ”
“Item 4 of the Initial Statement is hereby amended and supplemented by adding the following at the end of Item 4 of the Initial Statement: May 2026 Offering On May 21, 2026, Green LTF, Associates VI-A and Associates VI-B sold 2,951,282, 4,999, and 49,819 shares of Common Stock, respectively, at a price of $32.51 per share pursuant to Rule 144 of the Securities Act of 1933, as amended (the "Securities Act").”
| 2023-Q2 | 122 | 158,020,749 | 71.0% | $3.1B |
| 2023-Q1 | 125 | 157,616,370 | 70.8% | $2.5B |
| 2022-Q4 | 92 | 152,341,111 | 68.4% | $1.8B |
| 2022-Q3 | 82 | 153,435,079 | 68.9% | $1.5B |
| 2022-Q2 | 77 | 153,426,293 | 68.9% | $2.0B |
| 2022-Q1 | 69 | 152,375,624 | 68.5% | $2.2B |
| 2021-Q4 | 69 | 153,903,254 | 69.1% | $2.6B |
“Stockholders Agreement In connection with the Issuer's IPO, the Issuer entered into an amended and restated stockholders' agreement, dated October 6, 2021 (the "Stockholders Agreement"), with the Voting Group members and certain other stockholders of the Issuer. Pursuant to the Stockholders Agreement, each Voting Group member was granted director nomination rights, agreed to vote all outstanding shares held by such Voting Group member in favor of each other's nominees and agreed to certain limit”
“This Amendment amends and supplements Item 4 of the Original Schedule 13D by inserting the following after the paragraph titled "June 2025 Lock-Up Agreement": "On May 21, 2026, the TPG Funds sold an aggregate of 2,152,115 shares of Common Stock at a price of $32.51 per share pursuant to Rule 144 under the Securities Act of 1933, as amended (the "May 21, 2026 Offering")."”
“Item 4 of the Initial Statement is hereby amended and supplemented by adding the following at the end of Item 4 of the Initial Statement: February 2025 Public Offering On February 27, 2025, in connection with a registered public offering (the "February 2025 Public Offering") of Common Stock by certain stockholders of the Issuer, PG Master Fund, PG PE II, PG Series 61 and PG Access 83, together with the other selling stockholders named therein, entered into an underwriting agreement (the "Februar”
Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).
