Institutional Shareholder Concentration
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 424 | 3,801.94 | 101.28 | 32,864,635 |
| Mutual Fund | 511 | 1,703.54 | 44.70 | 14,470,279 |
| Insider | 14 | 84.51 | 2.11 | 683,047 |
Top Holders
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Fidelity Management & Research Company LLC | 4,843,370 | 14.93 | 54,708 | 9/30/24 |
| The Vanguard Group, Inc. | 3,887,638 | 11.98 | 6,746 | 10/31/24 |
| BlackRock Institutional Trust Company, N.A. | 3,722,442 | 11.47 | 78,108 | 9/30/24 |
| Capital Research Global Investors | 1,728,910 | 5.33 | 421,973 | 9/30/24 |
| State Street Global Advisors (US) | 1,565,054 | 4.82 | -43,498 | 9/30/24 |
| Wellington Management Company, LLP | 888,382 | 2.74 | 195,997 | 9/30/24 |
| Macquarie Investment Management | 869,501 | 2.68 | -19,661 | 9/30/24 |
| Geode Capital Management, L.L.C. | 781,049 | 2.41 | 15,728 | 9/30/24 |
| GW&K Investment Management, LLC | 645,715 | 1.99 | -4,960 | 9/30/24 |
| Van Berkom & Associates Inc. | 618,632 | 1.91 | 9,400 | 9/30/24 |
| Federated Hermes Limited | 609,647 | 1.88 | 67,483 | 9/30/24 |
| Dimensional Fund Advisors, L.P. | 598,387 | 1.84 | -40,678 | 9/30/24 |
| Loomis, Sayles & Company, L.P. | 460,891 | 1.42 | -7,316 | 9/30/24 |
| Pathstone | 431,414 | 1.33 | -11,482 | 9/30/24 |
| BlackRock Investment Management (UK) Ltd. | 419,822 | 1.29 | -25,283 | 9/30/24 |
| Charles Schwab Investment Management, Inc. | 417,805 | 1.29 | -63,681 | 9/30/24 |
| Adage Capital Management, L.P. | 407,500 | 1.26 | 238,000 | 9/30/24 |
| Sooch (Navdeep S) | 401,433 | 1.24 | 1,880 | 4/18/24 |
| Invesco Advisers, Inc. | 368,277 | 1.14 | -154,634 | 9/30/24 |
| Northern Trust Investments, Inc. | 314,614 | 0.97 | -14,351 | 9/30/24 |
| American Century Investment Management, Inc. | 314,264 | 0.97 | -2,143 | 9/30/24 |
| Stephens Investment Management Group, LLC | 287,901 | 0.89 | -12,577 | 9/30/24 |
| ClearBridge Investments, LLC | 273,776 | 0.84 | -- | 9/30/24 |
| BlackRock Financial Management, Inc. | 232,414 | 0.72 | -22,010 | 9/30/24 |
| Managed Account Advisors LLC | 231,459 | 0.71 | 25,931 | 6/30/24 |
Top Holders: Mutual Funds
| Fund | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| Fidelity Growth Company Fund | 1,566,265 | 4.83 | -- | 10/31/24 |
| American Funds SMALLCAP World Fund | 1,520,114 | 4.68 | 374,874 | 9/30/24 |
| iShares Core S&P Mid-Cap ETF | 1,036,718 | 3.20 | 20,759 | 11/30/24 |
| Vanguard Total Stock Market Index Fund | 1,019,690 | 3.14 | -5,183 | 10/31/24 |
| iShares Russell 2000 ETF | 898,013 | 2.77 | 68,402 | 11/30/24 |
| Vanguard Small-Cap Index Fund | 809,683 | 2.50 | 1,600 | 10/31/24 |
| Vanguard Information Technology Index Fund | 716,092 | 2.21 | 3,231 | 10/31/24 |
| Delaware Small Cap Core Fund | 658,494 | 2.03 | -- | 10/31/24 |
| Fidelity Growth Company K6 Fund | 563,715 | 1.74 | -18,246 | 10/31/24 |
| Vanguard Extended Market Index Fund | 487,426 | 1.50 | 1,587 | 9/30/24 |
* Insider values reflect direct beneficial ownership.
Source: LSEG