Cross-institution positioning
Aug 6, 2026Strong institutional reduction. 1 reducing, 2 exited across 3 comparable institutions.
Source: Schedule 13 research
STOCKNODE Outlook
Sell
25/100
3 tracked · 3 comparable
Latest filing
Aug 6, 2026
Positive breadth
0 positive · 3 negative
Recent close
$5.81
Research confidence
Medium
Institutional Research 8/100 · 0 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 6, 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
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
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
Sell 25/100
Confidence:Medium
Why this signal
- 0 tracked institutions accumulating versus 3 reducing/exited.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
11/100
Insiders
22/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20260 increased/new, 2 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 18, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 11 sales by 5 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 8, 20263 non-amendment material events in the last 90 days; Latest classified evidence: Director or executive change. 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
Aug 4, 2026Revenue +18.9% YoY; Net income +37.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 37% through its reported 52-week range; -21.8% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Aug 6, 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 6, 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.
Vanguard Group
Filed Mar 27, 2026
Direction locked
Fidelity / FMR
Filed Aug 6, 2026
Direction locked
T. Rowe Price Associates
Filed Feb 14, 2023
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.
Vanguard Group
Filed Mar 27, 2026
Fidelity / FMR
Filed Aug 6, 2026
T. Rowe Price Associates
Filed Feb 14, 2023
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 sales33 reporting owner(s)
90-day purchase breadth0
90-day sale breadth5Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 18, 2026 | Harris Ronan | AGrant, award, or other acquisition | Class A Common Stock | 3.4M | $0.00 | Direct | Sep 22, 2026 |
| Sep 16, 2026 | Mohan Ajit | SOpen-market or private sale | Class A Common Stock | 6.8K | $5.82 | Direct | Sep 18, 2026 |
| Sep 9, 2026 | Morrow Rebecca | SOpen-market or private sale | Class A Common Stock | 20.0K | $5.35 | Direct | Sep 11, 2026 |
| Sep 3, 2026 | Briers Zachary M | SOpen-market or private sale | Class A Common Stock | 11.3K | $6.00 | Direct | Sep 8, 2026 |
| Aug 19, 2026 | Briers Zachary M | SOpen-market or private sale | Class A Common Stock | 67.5K | $5.08 | Direct | Aug 19, 2026 |
| Aug 17, 2026 | Morrow Rebecca | SOpen-market or private sale | Class A Common Stock | 17.3K | $5.20 | Direct | Aug 19, 2026 |
| Aug 17, 2026 | Mohan Ajit | SOpen-market or private sale | Class A Common Stock | 54.6K | $5.20 | Direct | Aug 19, 2026 |
| Aug 17, 2026 | Hott Douglas | SOpen-market or private sale | Class A Common Stock | 131.9K | $5.20 | Direct | Aug 19, 2026 |
| Aug 17, 2026 | Briers Zachary M | SOpen-market or private sale | Class A Common Stock | 136.5K | $5.20 | Direct | Aug 19, 2026 |
| Aug 7, 2026 | Coffey Kelly | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Vargas Fidel | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Coles Joanna | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Lanzone James | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Wood Luke | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | MILLER SCOTT D | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Spence Patrick | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Lynton Michael | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Jenkins Elizabeth | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Thorpe Poppy | AGrant, award, or other acquisition | Class A Common Stock | 46.9K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Morrow Rebecca | AGrant, award, or other acquisition | Class A Common Stock | 65.1K | $0.00 | Direct | Aug 11, 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 8, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Aug 3, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 9, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| May 20, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| May 8, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| May 7, 2026 | 8-K/AAmendment | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| May 6, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 20, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Apr 15, 2026 | 8-K | 2.02, 2.05, 7.01, 9.01 | Results of operations / financial condition; Exit or disposal activities; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Feb 4, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| Dec 8, 2025 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Nov 5, 2025 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$1.6B
Q2 2026
+18.9% YoY 10-Q filed Aug 4, 2026
Operating income
$-170.7M
Q2 2026
+34.3% YoY 10-Q filed Aug 4, 2026
Operating margin
-10.7%
Q2 2026
+8.6 pts YoY 10-Q filed Aug 4, 2026
Net income
$-164.0M
Q2 2026
+37.6% YoY 10-Q filed Aug 4, 2026
Diluted EPS
$-0.10
Q2 2026
+37.5% YoY 10-Q filed Aug 4, 2026
Operating cash flow
$503.0M
YTD through Jun 30, 2026
+109.5% YoY 10-Q filed Aug 4, 2026
Free cash flow
$406.5M
YTD through Jun 30, 2026
+194.2% YoY 10-Q filed Aug 4, 2026
Cash & equivalents
$958.8M
As of Jun 30, 2026
+3.6% YoY 10-Q filed Aug 4, 2026
Assets
$7.5B
As of Jun 30, 2026
+1.0% YoY 10-Q filed Aug 4, 2026
Liabilities
$5.5B
As of Jun 30, 2026
+4.0% YoY 10-Q filed Aug 4, 2026
Stockholders’ equity
$1.9B
As of Jun 30, 2026
-6.9% YoY 10-Q filed Aug 4, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $1.6B | +18.9% |
| Ended Mar 31, 2026 | $1.5B | +12.1% |
| Ended Sep 30, 2025 | $1.5B | +9.8% |
| Ended Jun 30, 2025 | $1.3B | +8.7% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $5.9B | +10.6% |
| Ended Dec 31, 2024 | $5.4B | +16.4% |
| Ended Dec 31, 2023 | $4.6B | +0.1% |
| Ended Dec 31, 2022 | $4.6B | +11.8% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$5.83
View live quote ↗
52-week low
$3.81
Mar 27, 2026
52-week high
$9.28
Sep 22, 2025
Below 52-week high
37.2%
1W return
+7.4%
1M return
+7.8%
3M return
+2.1%
6M return
+27.9%
YTD return
-27.8%
1Y return
-21.8%
30-day volatility
71.9%
90-day volatility
60.1%
1Y max drawdown
-56.8%
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 15 filing(s) · 12 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Exit below reporting threshold | 67.0K -29.8K | 4.80% -1.90 pts | $4.44 | $5.22 | $5.81 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Reported reduction | 11 -95.3M | 12.00% +5.15 pts | $4.56 | $3.93 | $5.81 |
| Fidelity / FMR CIK0000315066 | Aug 29, 2025 observed Sep 8, 2025 filed · 10d Schedule 13G amendment | Reported reduction | 96.8K -85.3K | 6.70% -6.10 pts | $7.14 | $7.22 | $5.81 |
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