| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Nellore Capital Management LLC | 988,446988,446 | $14M | 6.63% | ADD 8% |
| 2 | BlackRock, Inc. | 732,871732,871 | $11M | 4.92% | TRIM -3% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 577,375577,375 | $8M | 3.87% | NEW† |
| 4 | DIMENSIONAL FUND ADVISORS LP | 562,849562,849 | $8M | 3.78% | ADD 11% |
| 5 | MARTIN & CO INC /TN/ | 448,650448,650 | $7M | 3.01% | ADD 3% |
| 6 | AMERIPRISE FINANCIAL INC | 295,475295,475 | $4M | 1.98% | — |
| 7 | FEDERATED HERMES, INC. | 292,414292,414 | $4M | 1.96% | TRIM -11% |
| 8 | KENNEDY CAPITAL MANAGEMENT LLC | 283,839283,839 | $4M | 1.90% | ADD 2% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 250,968250,968 | $4M | 1.68% | ADD 2% |
| 10 | STATE STREET CORP | 195,218195,218 | $3M | 1.31% | ADD 18% |
| 11 | GOLDMAN SACHS GROUP INC | 158,467158,467 | $2M | 1.06% | ADD 11% |
| 12 | MORGAN STANLEY | 107,047107,047 | $2M | 0.72% | TRIM -11% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 101,262101,262 | $1M | 0.68% | ADD 47% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 95,79795,797 | $1M | 0.64% | NEW |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 95,38195,381 | $1M | 0.64% | TRIM -11% |
| 16 | SEGALL BRYANT & HAMILL, LLC | 94,47294,472 | $1M | 0.63% | — |
| 17 | NORTHERN TRUST CORP | 90,76590,765 | $1M | 0.61% | — |
| 18 | VANGUARD FIDUCIARY TRUST CO | 76,56676,566 | $1M | 0.51% | NEW |
| 19 | Kestra Advisory Services, LLC | 60,44860,448 | $884,959 | 0.41% | TRIM -3% |
| 20 | D. E. Shaw & Co., Inc. | 56,11056,110 | $821,450 | 0.38% | TRIM -40% |
| 21 | UBS Group AG | 52,15052,150 | $763,476 | 0.35% | ADD 58% |
| 22 | PARADIGM CAPITAL MANAGEMENT INC/NY | 52,06252,062 | $762,188 | 0.35% | TRIM -85% |
| 23 | LAZARD ASSET MANAGEMENT LLC | 51,97751,977 | $760,943 | 0.35% | NEW |
| 24 | Creative Planning | 49,78949,789 | $728,911 | 0.33% | NEW |
| 25 | TRUSTMARK BANK TRUST DEPARTMENT | 46,80046,800 | $685,152 | 0.31% | — |
| 26 | MARSHALL WACE, LLP | 44,18244,182 | $646,825 | 0.30% | ADD 5% |
| 27 | SEI INVESTMENTS CO | 43,42243,422 | $635,702 | 0.29% | ADD 100% |
| 28 | JANE STREET GROUP, LLC | 37,12237,122 | $543,466 | 0.25% | NEW |
| 29 | Bank of New York Mellon Corp | 34,86234,862 | $510,373 | 0.23% | — |
| 30 | DEUTSCHE BANK AG\ | 32,45732,457 | $475,170 | 0.22% | ADD 14% |
| 31 | AMERICAN CENTURY COMPANIES INC | 30,76430,764 | $450,385 | 0.21% | — |
| 32 | ExodusPoint Capital Management, LP | 30,53130,531 | $446,974 | 0.20% | NEW |
| 33 | Invesco Ltd. | 27,64727,647 | $404,752 | 0.19% | — |
| 34 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 25,64725,647 | $375,472 | 0.17% | — |
| 35 | RBF Capital, LLC | 25,00025,000 | $366,000 | 0.17% | TRIM -50% |
| 36 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 24,20024,200 | $354,288 | 0.16% | ADD 116% |
| 37 | EntryPoint Capital, LLC | 23,52723,527 | $344,435 | 0.16% | NEW |
| 38 | TWO SIGMA INVESTMENTS, LP | 19,76619,766 | $289,374 | 0.13% | TRIM -64% |
| 39 | BANK OF MONTREAL /CAN/ | 16,41316,413 | $240,286 | 0.11% | — |
| 40 | MILLENNIUM MANAGEMENT LLC | 15,23115,231 | $222,982 | 0.10% | ADD 55% |
| 41 | CITADEL ADVISORS LLC | 14,79414,794 | $216,584 | 0.10% | NEW |
| 42 | Nuveen, LLC | 12,97412,974 | $189,939 | 0.09% | — |
| 43 | HRT FINANCIAL LP | 12,96212,962 | $189,000 | 0.09% | NEW |
| 44 | Engineers Gate Manager LP | 12,47012,470 | $182,561 | 0.08% | NEW |
| 45 | MARTINGALE ASSET MANAGEMENT L P | 12,13512,135 | $177,657 | 0.08% | ADD 3% |
| 46 | RHUMBLINE ADVISERS | 11,93011,930 | $174,649 | 0.08% | ADD 2% |
| 47 | PRELUDE CAPITAL MANAGEMENT, LLC | 11,10011,100 | $162,504 | 0.07% | NEW |
| 48 | BANK OF AMERICA CORP /DE/ | 11,05511,055 | $161,845 | 0.07% | TRIM -45% |
| 49 | R Squared Ltd | 10,22610,226 | $149,709 | 0.07% | NEW |
| 50 | FMR LLC | 9,6069,606 | $140,636 | 0.06% | ADD 34% |
| 51 | Sterling Capital Management LLC | 7,9087,908 | $115,773 | 0.05% | TRIM -36% |
| 52 | OSAIC HOLDINGS, INC. | 5,9855,985 | $87,619 | 0.04% | ADD 494% |
| 53 | LSV ASSET MANAGEMENT | 5,0335,033 | $74,000 | 0.03% | NEW |
| 54 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,4034,403 | $64,460 | 0.03% | TRIM -7% |
| 55 | NEW YORK STATE COMMON RETIREMENT FUND | 4,3004,300 | $62,952 | 0.03% | — |
| 56 | Vanguard Global Advisers, LLC | 3,7063,706 | $54,256 | 0.02% | NEW |
| 57 | JPMORGAN CHASE & CO | 3,8433,843 | $53,802 | 0.03% | TRIM -24% |
| 58 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3,5923,592 | $53,000 | 0.02% | — |
| 59 | WELLS FARGO & COMPANY/MN | 3,4123,412 | $49,955 | 0.02% | TRIM -69% |
| 60 | BNP PARIBAS FINANCIAL MARKETS | 3,0523,052 | $44,681 | 0.02% | TRIM -67% |
| 61 | Police & Firemen's Retirement System of New Jersey | 2,4992,499 | $36,585 | 0.02% | — |
| 62 | GAMMA Investing LLC | 2,4772,477 | $36,263 | 0.02% | ADD 27% |
| 63 | FIRST HORIZON CORP | 1,8791,879 | $27,509 | 0.01% | — |
| 64 | BARCLAYS PLC | 1,7811,781 | $26,073 | 0.01% | TRIM -89% |
| 65 | Russell Investments Group, Ltd. | 1,2211,221 | $17,875 | 0.01% | ADD 19% |
| 66 | Ameritas Investment Partners, Inc. | 1,0201,020 | $14,933 | 0.01% | — |
| 67 | CITIGROUP INC | 996996 | $14,581 | 0.01% | TRIM -43% |
| 68 | Legal & General Group Plc | 905905 | $13,249 | 0.01% | TRIM -15% |
| 69 | Tower Research Capital LLC (TRC) | 885885 | $12,956 | 0.01% | ADD 3% |
| 70 | CWM, LLC | 863863 | $12,634 | 0.01% | ADD 475% |
| 71 | Farther Finance Advisors, LLC | 513513 | $8,028 | 0.00% | TRIM -8% |
| 72 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 541541 | $7,920 | 0.00% | TRIM -12% |
| 73 | Steward Partners Investment Advisory, LLC | 150150 | $2,196 | 0.00% | — |
| 74 | LOS ANGELES CAPITAL MANAGEMENT LLC | 100100 | $1,464 | 0.00% | TRIM -100% |
| 75 | PNC FINANCIAL SERVICES GROUP, INC. | 8585 | $1,245 | 0.00% | NEW |
| 76 | Essential Partners LLC | 7373 | $1,069 | 0.00% | ADD 2333% |
| 77 | Allworth Financial LP | 5454 | $791 | 0.00% | NEW |
| 78 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4141 | $600 | 0.00% | — |
| 79 | NISA INVESTMENT ADVISORS, LLC | 3535 | $512 | 0.00% | — |
| 80 | Advisory Services Network, LLC | 3131 | $454 | 0.00% | NEW |
| 81 | EverSource Wealth Advisors, LLC | 2525 | $366 | 0.00% | NEW |
| 82 | SBI Securities Co., Ltd. | 2222 | $322 | 0.00% | — |
| 83 | QUADRANT CAPITAL GROUP LLC | 1717 | $249 | 0.00% | — |
| 84 | True Wealth Design, LLC | 44 | $59 | 0.00% | NEW |
| 85 | Root Financial Partners, LLC | 44 | $59 | 0.00% | NEW |
| 86 | Caitong International Asset Management Co., Ltd | 33 | $44 | 0.00% | NEW |
| 87 | JPL Wealth Management, LLC | 33 | $44 | 0.00% | NEW |
| 88 | Transamerica Financial Advisors, LLC | 33 | $43 | 0.00% | NEW |
| 89 | MAI Capital Management | 22 | $30 | 0.00% | NEW |
| 90 | ROTHSCHILD INVESTMENT LLC | 22 | $29 | 0.00% | TRIM -60% |
| 91 | Parkside Financial Bank & Trust | 11 | $15 | 0.00% | — |
| 92 | SJS Investment Consulting Inc. | 11 | $15 | 0.00% | NEW |
| 93 | ROYAL BANK OF CANADA | 1414 | $0 | 0.00% | TRIM -95% |
| 94 | Covestor Ltd | 2626 | $0 | 0.00% | ADD 63% |
† 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 |
|---|---|---|---|---|---|---|---|
| Nellore Capital Management LLC | — | 217K | 684K | 747K | 915K | 988K | $14M |
| BlackRock, Inc. | 290K | 297K | 744K | 778K | 758K | 733K | $11M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 577K | $8M |
| DIMENSIONAL FUND ADVISORS LP | 349K | 346K | 407K | 471K | 508K | 563K | $8M |
| MARTIN & CO INC /TN/ | 499K | 385K | 371K | 425K | 437K | 449K | $7M |
| AMERIPRISE FINANCIAL INC | 486K | 449K | 291K | 289K | 292K | 295K | $4M |
| FEDERATED HERMES, INC. | 469K | 461K | 295K | 283K | 327K | 292K | $4M |
| KENNEDY CAPITAL MANAGEMENT LLC | 279K | 223K | 241K | 277K | 277K | 284K | $4M |
| GEODE CAPITAL MANAGEMENT, LLC | 146K | 151K | 269K | 256K | 246K | 251K | $4M |
| STATE STREET CORP | 72K | 79K | 146K | 162K | 166K | 195K | $3M |
| GOLDMAN SACHS GROUP INC | 116K | 153K | 86K | 106K | 143K | 158K | $2M |
| MORGAN STANLEY | 153K | 163K | 228K | 180K | 120K | 107K | $2M |
| AQR CAPITAL MANAGEMENT LLC | 174K | 76K | — | 62K | 69K | 101K | $1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 96K | $1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 74K | 72K | 97K | 107K | 107K | 95K | $1M |
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 divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.
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 is hereby amended to add the following: As previously disclosed, on April 23, 2026, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Inventurus Knowledge Solutions, Inc., a Delaware corporation ("Parent"), IKS Next Horizon, Inc., a Delaware corporation and wholly owned subsidiary of Parent ("Merger Sub"), and solely for certain limited purposes as specified therein, Inventurus Knowledge Solutions Limited, an Indian public limited company. On July 9, 20”
| Holder | % of class | Type | As of | |
|---|---|---|---|---|
| BlackRock, Inc. | 5.6% | QII | 2026-06-30 | SEC → |
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).
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +577,375 | $8M | OPEN |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +95,797 | $1M | OPEN |
| VANGUARD FIDUCIARY TRUST CO | +76,566 | $1M | OPEN |
| Nellore Capital Management LLC | +73,412 | $1M | ADD |
| DIMENSIONAL FUND ADVISORS LP | +54,417 | $796,665 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −744,705 | $11M | CLOSE |
| PARADIGM CAPITAL MANAGEMENT INC/NY | −286,938 | $4M | TRIM |
| ACADIAN ASSET MANAGEMENT LLC | −108,265 | $2M | CLOSE |
| Forest Hill Capital, LLC | −101,308 | $1M | CLOSE |
| LOS ANGELES CAPITAL MANAGEMENT LLC | −49,724 | $727,959 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 94 | 6,428,731 | 43.1% | $94M |
| 2025-Q4 | 87 | 6,835,208 | 45.5% | $151M |
| 2025-Q3 | 89 | 7,298,662 | 48.6% | $147M |
| 2025-Q2 | 94 | 7,503,076 | 49.9% | $176M |
| 2025-Q1 | 109 | 7,406,787 | 49.8% | $204M |
| 2024-Q4 | 98 | 8,322,203 | 55.8% | $164M |
| 2024-Q3 | 93 | 8,299,827 | 55.5% | $99M |
| 2024-Q2 | 109 | 9,627,941 | 64.2% | $96M |
| 2024-Q1 | 114 | 12,151,763 | 83.8% | $113M |
| 2023-Q4 | 133 | 13,392,984 | 92.1% | $150M |
| 2023-Q3 | 137 | 12,568,250 | 86.4% | $200M |
| 2023-Q2 | 148 | 12,899,943 | 88.8% | $319M |
| 2023-Q1 | 146 | 13,192,955 | 90.8% | $398M |
| 2022-Q4 | 150 | 12,940,661 | 89.2% | $334M |
| 2022-Q3 | 145 | 13,077,880 | 89.0% | $365M |
| 2022-Q2 | 155 | 13,184,659 | 89.3% | $422M |
| 2022-Q1 | 164 | 13,212,051 | 90.4% | $455M |
| 2021-Q4 | 156 | 12,940,889 | 88.3% | $379M |
| 2021-Q3 | 160 | 13,062,083 | 89.2% | $463M |
| 2021-Q2 | 149 | 12,632,879 | 85.8% | $420M |
| 2021-Q1 | 141 | 12,379,367 | 84.4% | $379M |
| 2020-Q4 | 144 | 12,278,720 | 84.6% | $332M |
| 2020-Q3 | 141 | 11,271,178 | 77.7% | $311M |
| 2020-Q2 | 144 | 11,439,194 | 78.8% | $261M |
| 2020-Q1 | 147 | 11,461,129 | 79.8% | $255M |
| 2019-Q4 | 145 | 11,625,692 | 81.0% | $307M |
| 2019-Q3 | 137 | 11,347,757 | 79.0% | $241M |
| 2019-Q2 | 141 | 11,429,049 | 79.6% | $298M |
| 2019-Q1 | 159 | 11,549,939 | 80.6% | $322M |
| 2018-Q4 | 139 | 11,704,898 | 83.1% | $277M |
| 2018-Q3 | 133 | 12,403,599 | 88.1% | $310M |
| 2018-Q2 | 144 | 12,847,765 | 91.2% | $375M |
| 2018-Q1 | 134 | 12,987,464 | 92.2% | $378M |
| 2017-Q4 | 130 | 12,773,957 | 92.9% | $384M |
| 2017-Q3 | 123 | 13,108,399 | 95.3% | $387M |
| 2017-Q2 | 134 | 13,768,693 | 101.7% | $452M |
| 2017-Q1 | 122 | 14,880,544 | 110.0% | $417M |
| 2016-Q4 | 111 | 14,527,913 | 107.4% | $343M |
| 2016-Q3 | 128 | 14,104,514 | 104.2% | $369M |
| 2016-Q2 | 150 | 12,983,870 | 96.0% | $518M |
| 2016-Q1 | 169 | 14,298,026 | 106.5% | $746M |
| 2015-Q4 | 153 | 10,929,777 | 96.7% | $544M |
| 2015-Q3 | 147 | 10,383,524 | 91.9% | $438M |
| 2015-Q2 | 158 | 11,123,826 | 98.3% | $595M |
| 2015-Q1 | 164 | 11,104,371 | 98.1% | $602M |
| 2014-Q4 | 180 | 10,549,365 | 94.1% | $641M |
| 2014-Q3 | 173 | 10,072,931 | 89.9% | $579M |
| 2014-Q2 | 176 | 10,242,126 | 91.7% | $652M |
| 2014-Q1 | 183 | 9,936,829 | 89.0% | $641M |
| 2013-Q4 | 158 | 9,282,433 | 83.2% | $574M |
| 2013-Q3 | 147 | 9,885,927 | 89.2% | $577M |
| 2013-Q2 | 141 | 9,046,928 | 81.7% | $445M |
| 2013-Q1 | 13 | 429,048 | 3.9% | $23M |
