Cross-institution positioning
Jul 8, 2026Mixed positioning. No institution has two comparable Schedule 13 observations yet.
Source: Schedule 13 researchWBI Institutional Ownership
WaterBridge Infrastructure LLC
Latest stored close $29.31 as of Oct 7, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
60/100
2 tracked · 0 comparable
Latest filing
Jul 8, 2026
Positive breadth
2 positive · 0 negative
Recent close
$29.31
Research confidence
Limited
Institutional Research 61/100 · 0 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jul 8, 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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Accumulating0
Newly reported2
Reducing / exited
0
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 60/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 0 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
66/100
Insiders
50/100
Fundamentals
50/100
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 18, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 1, 20269 non-amendment material events in the last 90 days; 6 capital-related filing/events (0 equity-related, 1 debt-related); Latest classified evidence: Shelf securities registration. 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 6, 2026Revenue +128.0% YoY; Net income -28.3% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 70% through its reported 52-week range.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from T. Rowe Price Investment Management.
Filed Jul 8, 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 8, 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.
T. Rowe Price Investment Management
Filed Jul 8, 2026
Direction locked
Fidelity / FMR
Filed Nov 5, 2025
Direction locked
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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.
T. Rowe Price Investment Management
Filed Jul 8, 2026
Fidelity / FMR
Filed Nov 5, 2025
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 sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 18, 2026 | Carrig Janet | AGrant, award, or other acquisition | Class A Shares | 4.5K | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Chase Valerie | AGrant, award, or other acquisition | Class A Shares | 4.5K | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Long Jason Thomas | FTax/price withholding or payment | Class A Shares | 18.0K | $30.86 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Reitz Michael Howard JR | FTax/price withholding or payment | Class A Shares | 12.5K | $30.86 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | McNeely Scott Lloyd | FTax/price withholding or payment | Class A Shares | 9.8K | $30.86 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Bolling Harrison Fenner | FTax/price withholding or payment | Class A Shares | 9.2K | $30.86 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Williams Jason Frederick | FTax/price withholding or payment | Class A Shares | 9.2K | $30.86 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | CRANE JAMES R | AGrant, award, or other acquisition | Class A Shares | 4.5K | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | DAILY GREGORY S | AGrant, award, or other acquisition | Class A Shares | 4.5K | $0.00 | Direct | Sep 22, 2026 |
| Aug 4, 2026 | Long Jason Thomas | AGrant, award, or other acquisition | Class A Shares | 44.8K | $0.00 | Direct | Aug 6, 2026 |
| Aug 4, 2026 | Bolling Harrison Fenner | AGrant, award, or other acquisition | Class A Shares | 29.9K | $0.00 | Direct | Aug 6, 2026 |
| Aug 4, 2026 | McNeely Scott Lloyd | AGrant, award, or other acquisition | Class A Shares | 32.9K | $0.00 | Direct | Aug 6, 2026 |
| Aug 4, 2026 | Williams Jason Frederick | AGrant, award, or other acquisition | Class A Shares | 29.9K | $0.00 | Direct | Aug 6, 2026 |
| Aug 4, 2026 | Reitz Michael Howard JR | AGrant, award, or other acquisition | Class A Shares | 39.6K | $0.00 | Direct | Aug 6, 2026 |
| Jun 22, 2026 | DEVON ENERGY CORP/DE, WPX ENERGY, INC., WPX Energy Permian, LLC, Devon WB Holdco L.L.C. | CConversion of derivative · derivative | WBI Operating LLC Units | 1.8M | $0.00 | Indirect | Jun 24, 2026 |
| Jun 22, 2026 | DEVON ENERGY CORP/DE, WPX ENERGY, INC., WPX Energy Permian, LLC, Devon WB Holdco L.L.C. | SOpen-market or private sale | Class A Shares | 1.8M | $30.05 | Indirect | Jun 24, 2026 |
| Jun 22, 2026 | DEVON ENERGY CORP/DE, WPX ENERGY, INC., WPX Energy Permian, LLC, Devon WB Holdco L.L.C. | CConversion of derivative | Class A Shares | 1.8M | $0.00 | Indirect | Jun 24, 2026 |
| Jun 22, 2026 | DEVON ENERGY CORP/DE, WPX ENERGY, INC., WPX Energy Permian, LLC, Devon WB Holdco L.L.C. | JOther transaction | Class B Shares | 1.8M | $0.00 | Indirect | Jun 24, 2026 |
| Jun 22, 2026 | WaterBridge Resources LLC, WaterBridge NDB LLC | CConversion of derivative · derivative | WBI Operating LLC Units | 4.5M | $0.00 | Indirect | Jun 22, 2026 |
| Jun 22, 2026 | WaterBridge Resources LLC, WaterBridge NDB LLC | SOpen-market or private sale | Class A shares | 5.9M | $30.05 | Indirect | Jun 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 events3
90-day capital-related6
90-day equity-related0
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 1, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Oct 1, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
| Sep 21, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Aug 18, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Aug 18, 2026 | 8-K | 1.01, 2.03, 8.01, 9.01 | Material definitive agreement; New direct financial obligation; Other event; Financial statements / exhibits | Debt | Filing |
| Aug 13, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Aug 13, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Aug 6, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Aug 5, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jun 24, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Jun 24, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 7, 2026 | 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
$217.8M
Q2 2026
+128.0% YoY 10-Q filed Aug 6, 2026
Operating income
$40.3M
Q2 2026
+134.5% YoY 10-Q filed Aug 6, 2026
Operating margin
18.5%
Q2 2026
+0.5 pts YoY 10-Q filed Aug 6, 2026
Net income
$5.1M
Q2 2026
-28.3% YoY 10-Q filed Aug 6, 2026
Diluted EPS
$0.10
Q2 2026
10-Q filed Aug 6, 2026
Operating cash flow
$160.0M
YTD through Jun 30, 2026
+170.4% YoY 10-Q filed Aug 6, 2026
Cash & equivalents
$47.6M
As of Jun 30, 2026
10-Q filed Aug 6, 2026
Long-term debt
$1.6B
As of Jun 30, 2026
10-Q filed Aug 6, 2026
Assets
$3.9B
As of Jun 30, 2026
10-Q filed Aug 6, 2026
Liabilities
$2.1B
As of Jun 30, 2026
10-Q filed Aug 6, 2026
Stockholders’ equity
$759.9M
As of Jun 30, 2026
10-Q filed Aug 6, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $217.8M | +128.0% |
| Ended Mar 31, 2026 | $201.0M | +105.3% |
| Ended Sep 30, 2025 | $123.3M | +37.2% |
| Ended Jun 30, 2025 | $95.5M | — |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $525.6M | +66.2% |
| Ended Dec 31, 2024 | $316.3M | +57.5% |
| Ended Dec 31, 2023 | $200.8M | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$31.50
View live quote ↗
52-week low
$18.64
Jan 7, 2026
52-week high
$36.89
Jul 22, 2026
Below 52-week high
14.6%
1W return
-3.8%
1M return
-0.7%
3M return
-2.4%
6M return
+24.3%
YTD return
+57.4%
1Y return
30-day volatility
26.0%
90-day volatility
47.4%
1Y max drawdown
-30.7%
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 4 filing(s) · 1 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management CIK0001897612 | Jun 30, 2026 observed Jul 8, 2026 filed · 8d Initial Schedule 13G | Initial Schedule 13G | 5.4M | 12.00% | $34.27 | $34.07 | $29.31 |
| T. Rowe Price Investment Management CIK0001897612 | Mar 31, 2026 quarter end May 15, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 2.2M | $29.31 | |||
| Fidelity / FMR CIK0000315066 | Sep 30, 2025 quarter end Nov 13, 2025 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 3.7M | $29.31 |
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