Cross-institution positioning
Jul 29, 2026Mixed positioning. 2 accumulating, 2 exited across 4 comparable institutions.
Source: Schedule 13 research
STOCKNODE Outlook
Neutral
56/100
5 tracked · 4 comparable
Latest filing
Jul 29, 2026
Positive breadth
3 positive · 2 negative
Recent close
$116.99
Research confidence
Medium
Institutional Research 54/100 · 2 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jul 29, 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
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Accumulating2
Newly reported1
Reducing / exited
2
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 56/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 2 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- Latest comparable Form 13F activity is net positive across tracked managers.
Conflicting evidence
- Institutions are bullish while recent insider P/S activity leans bearish.
Institutional
61/100
Insiders
39/100
Fundamentals
57/100
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
Sep 22, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 3 sales 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 10, 20263 non-amendment material events in the last 90 days; Latest classified evidence: Results of operations / financial condition. 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
Sep 10, 2026Net income +16.4% YoY; Free cash flow -1.7% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 13% through its reported 52-week range; -44.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from BlackRock.
Filed Jul 29, 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
Jul 29, 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.
Fidelity / FMR
Filed Nov 12, 2024
Direction locked
BlackRock
Filed Jul 29, 2026
Direction locked
T. Rowe Price Associates
Filed Feb 14, 2022
Direction locked
BlackRock
Filed Jan 26, 2024
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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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.
Fidelity / FMR
Filed Nov 12, 2024
BlackRock
Filed Jul 29, 2026
T. Rowe Price Associates
Filed Feb 14, 2022
BlackRock
Filed Jan 26, 2024
Vanguard Group
Filed Mar 27, 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 |
|---|---|---|---|---|---|---|---|
| Sep 22, 2026 | DEMILIO MARK S | SOpen-market or private sale | Common Stock | 1.0K | $132.00 | Indirect | Sep 24, 2026 |
| Jul 10, 2026 | DEMILIO MARK S | SOpen-market or private sale | Common Stock | 1.1K | $169.00 | Indirect | Jul 13, 2026 |
| Jul 10, 2026 | DEMILIO MARK S | SOpen-market or private sale | Common Stock | 1.3K | $167.95 | Indirect | Jul 13, 2026 |
| Apr 14, 2026 | DEMILIO MARK S | AGrant, award, or other acquisition | Common Stock | 13.0K | $0.00 | Direct | Apr 16, 2026 |
| Apr 14, 2026 | Chi Lisa | AGrant, award, or other acquisition · derivative | Stock Option (Right to Buy) | 30.0K | $0.00 | Direct | Apr 16, 2026 |
| Apr 14, 2026 | Chaya Eri | AGrant, award, or other acquisition · derivative | Stock Option (Right to Buy) | 40.0K | $0.00 | Direct | Apr 16, 2026 |
| Apr 14, 2026 | Hargarten Christina | AGrant, award, or other acquisition · derivative | Stock Option (Right to Buy) | 7.5K | $0.00 | Direct | Apr 16, 2026 |
| Apr 14, 2026 | Preston Jack M | AGrant, award, or other acquisition · derivative | Stock Option (Right to Buy) | 25.0K | $0.00 | Direct | Apr 16, 2026 |
| Apr 6, 2026 | Chaya Eri | MExercise or conversion of derivative · derivative · amendment | Stock Option (Right to Buy) | 25.0K | $0.00 | Direct | Apr 9, 2026 |
| Apr 6, 2026 | Chaya Eri | MExercise or conversion of derivative · amendment | Common Stock | 25.0K | $39.42 | Indirect | Apr 9, 2026 |
| Apr 5, 2026 | Chaya Eri | AGrant, award, or other acquisition · derivative | Stock Option (Right to Buy) | 1.0K | $0.00 | Direct | Apr 7, 2026 |
| Mar 31, 2026 | Chaya Eri | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 11.0K | $0.00 | Direct | Apr 1, 2026 |
| Mar 31, 2026 | Chaya Eri | SOpen-market or private sale | Common Stock | 1.7K | $140.02 | Direct | Apr 1, 2026 |
| Mar 31, 2026 | Chaya Eri | SOpen-market or private sale | Common Stock | 2.9K | $139.38 | Direct | Apr 1, 2026 |
| Mar 31, 2026 | Chaya Eri | SOpen-market or private sale | Common Stock | 1.7K | $138.21 | Direct | Apr 1, 2026 |
| Mar 31, 2026 | Chaya Eri | SOpen-market or private sale | Common Stock | 1.6K | $137.04 | Direct | Apr 1, 2026 |
| Mar 31, 2026 | Chaya Eri | SOpen-market or private sale | Common Stock | 2.0K | $135.93 | Direct | Apr 1, 2026 |
| Mar 31, 2026 | Chaya Eri | SOpen-market or private sale | Common Stock | 1.1K | $135.27 | Direct | Apr 1, 2026 |
| Mar 31, 2026 | Chaya Eri | MExercise or conversion of derivative | Common Stock | 11.0K | $39.42 | Direct | Apr 1, 2026 |
| Mar 30, 2026 | Hargarten Christina | MExercise or conversion of derivative · derivative | Restricted Stock Unit (RSU) | 1.1K | $0.00 | Direct | Apr 1, 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 10, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 23, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 8, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jun 25, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Jun 11, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Operating income
$107.6M
Q2 2026
-16.5% YoY 10-Q filed Sep 10, 2026
Net income
$60.2M
Q2 2026
+16.4% YoY 10-Q filed Sep 10, 2026
Diluted EPS
$3.06
Q2 2026
+16.8% YoY 10-Q filed Sep 10, 2026
Operating cash flow
$197.7M
YTD through Aug 1, 2026
-11.9% YoY 10-Q filed Sep 10, 2026
Free cash flow
$112.9M
YTD through Aug 1, 2026
-1.7% YoY 10-Q filed Sep 10, 2026
Cash & equivalents
$125.5M
As of Aug 1, 2026
10-Q filed Sep 10, 2026
Assets
$5.1B
As of Aug 1, 2026
10-Q filed Sep 10, 2026
Liabilities
$5.0B
As of Aug 1, 2026
10-Q filed Sep 10, 2026
Stockholders’ equity
$120.3M
As of Aug 1, 2026
+394.2% YoY 10-Q filed Sep 10, 2026
Shares outstanding
18.9M
As of Sep 4, 2026
10-Q filed Sep 10, 2026
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$124.83
View live quote ↗
52-week low
$106.30
Apr 1, 2026
52-week high
$248.44
Sep 17, 2025
Below 52-week high
49.8%
1W return
-12.4%
1M return
-31.3%
3M return
-15.7%
6M return
-2.8%
YTD return
-30.3%
1Y return
-44.0%
30-day volatility
59.4%
90-day volatility
60.9%
1Y max drawdown
-51.7%
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 24 filing(s) · 21 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| BlackRock CIK0002012383 | Jun 30, 2026 observed Jul 29, 2026 filed · 29d Schedule 13G amendment | Earliest Schedule 13G amendment found | 1.9M | 9.90% | $164.73 | $176.14 | $116.99 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Exit below reporting threshold | 0 -1.4M | 0.00% -7.69 pts | $128.37 | $130.85 | $116.99 |
| Fidelity / FMR CIK0000315066 | Nov 12, 2024 observed Nov 12, 2024 filed · 0d Schedule 13G amendment | Reported accumulation | 2.8M +893.3K | 15.00% +4.69 pts | $333.43 | $333.43 | $116.99 |
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