Cross-institution positioning
Aug 12, 2026Strong institutional reduction. 1 exited across 1 comparable institution.
Source: Schedule 13 research
STOCKNODE Outlook
Neutral
41/100
1 tracked · 1 comparable
Latest filing
Aug 12, 2026
Positive breadth
0 positive · 1 negative
Recent close
$12.98
Research confidence
Limited
Institutional Research 19/100 · 0 accumulating · 1 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 12, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
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Accumulating0
Newly reported0
Reducing / exited
1
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 41/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 1 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
34/100
Insiders
45/100
Fundamentals
62/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Aug 24, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 15, 20263 non-amendment material events in the last 90 days; Latest classified evidence: Other event. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Mar 25, 2026Revenue +11.7% YoY; Net income +13.3% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 11% through its reported 52-week range; -22.4% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Capital Research Global Investors.
Filed Aug 12, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 12, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Capital Research Global Investors
Filed Aug 12, 2026
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Capital Research Global Investors
Filed Aug 12, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Cavalcanti Guilherme Perboyre | SOpen-market or private sale | Class A Common Shares | 183.5K | $13.85 | Direct | Aug 25, 2026 |
| Jun 9, 2026 | Cavalcanti Guilherme Perboyre | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 112.1K | — | Direct | Jun 10, 2026 |
| May 21, 2026 | O'Callaghan Jeremiah Alphonsus | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 27.2K | — | Direct | May 22, 2026 |
| May 21, 2026 | O'Callaghan Jeremiah Alphonsus | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 49.6K | — | Direct | May 22, 2026 |
| May 21, 2026 | Cavalcanti Guilherme Perboyre | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 185.8K | — | Direct | May 22, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events1
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 15, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Aug 19, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Aug 11, 2026 | 8-K | 2.02, 5.02, 7.01, 9.01 | Results of operations / financial condition; Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Dec 11, 2025 | 424B3 | — | Prospectus filing | Capital-related | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$86.2B
FY 2025
+11.7% YoY 20-F filed Mar 25, 2026
Net income
$2.2B
FY 2025
+13.3% YoY 20-F filed Mar 25, 2026
Diluted EPS
$1.89
FY 2025
+14.5% YoY 20-F filed Mar 25, 2026
Operating cash flow
$2.9B
FY 2025
-30.7% YoY 20-F filed Mar 25, 2026
Cash & equivalents
$4.6B
As of Dec 31, 2025
-18.7% YoY 20-F filed Mar 25, 2026
Assets
$45.2B
As of Dec 31, 2025
+11.0% YoY 20-F filed Mar 25, 2026
Stockholders’ equity
$9.5B
As of Dec 31, 2025
+17.1% YoY 20-F filed Mar 25, 2026
View recent revenue trend
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $86.2B | +11.7% |
| Ended Dec 31, 2024 | $77.2B | +5.8% |
| Ended Dec 31, 2023 | $72.9B | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$12.28
View live quote ↗
52-week low
$11.49
Jun 8, 2026
52-week high
$18.65
Apr 10, 2026
Below 52-week high
34.2%
1W return
-4.6%
1M return
-10.0%
3M return
+0.7%
6M return
-18.6%
YTD return
-14.8%
1Y return
-22.4%
30-day volatility
30.4%
90-day volatility
37.8%
1Y max drawdown
-36.9%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 3 filing(s)View beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors CIK0001422848 | Jun 30, 2026 observed Aug 12, 2026 filed · 43d Schedule 13G amendment | Exit below reporting threshold | 34.4M -779.8M | 4.40% -7.60 pts | $11.85 | $13.12 | $12.98 |
| Capital Research Global Investors CIK0001422848 | Sep 30, 2025 observed Nov 13, 2025 filed · 44d Initial Schedule 13G | Initial Schedule 13G | 814.2M | 12.00% | $14.93 | $13.14 | $12.98 |
| Capital Research Global Investors CIK0001422848 | Jun 30, 2025 quarter end Aug 13, 2025 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 144.5K | $12.98 |
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