Institutional ownership filings

Current parsed Schedule 13G/13D filings with reported share and ownership changes.

Updated Oct 11, 2026 6:23 am EDT
Current ownership filings and reported changes
Advanced research is available on Investor or Pro.

How to interpret reported ownership changes

“Accumulation” and “reduction” are inferred from changes in reported beneficial shares when available. Schedule 13G/13D filings do not disclose individual trade dates or execution prices.

Initial Schedule 13G/13D filings establish a neutral reporting baseline. Form 13F rows are earlier quarter-end holding evidence only; they do not establish an exact entry date and do not generate signals.

Institutional score uses institutional ownership evidence only. It is not the broader STOCKNODE Outlook, which can also include insider, fundamental, event, and price evidence on the security page.

All filing rows below are live. The first row of the default tracker includes a live Institutional Research gauge. Investor and Pro reveal research gauges across tracker views.

Issuer or symbol

Holder

Activity

Maximum latest price

Combine holders

Showing 2001–2100 of 6887 result groups Clear filters

Sort: Newest Institutional-score sorting requires sign in

Security / score	Holder	Signal	Change	Ownership detail	Timing	Market	Observation price	Filing price
HTB HomeTrust Bancshares Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 856.6K held · 5.10%	5.10%	Jul 14 filed Jun 30 observed · 14d	$45.71 ↗ 99.8% of 52W Oct 9 close	$49.89	$48.53
HDSN Hudson Technologies Inc ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-180.4K shares -0.40 pts ownership 2.0M held · 4.70%	4.70% -0.40 pts	Jul 14 filed Jun 30 observed · 14d	$5.14 ↗ 18.7% of 52W Oct 9 close	$5.74	$6.23
HDSN	DFA	Initial Schedule 13GInitial Schedule 13G	2.1M	5.10%	04/09/26 filed03/31/26 observed · 9d lag	$5.1414.2% of range$5.11–$10.52	$5.88	$6.15
HURC Hurco Cos Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 316.2K held · 4.90%	4.90%	Jul 14 filed Jun 30 observed · 14d	$21.00 ↗ 90.8% of 52W Oct 9 close	$22.90	$22.60
INGR Ingredion Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 3.4M held · 5.30%	5.30%	Jul 14 filed Jun 30 observed · 14d	$95.09 ↗ 0.6% of 52W Oct 9 close	$94.71	$98.20
KALU Kaiser Aluminum Corp ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 775.9K held · 4.70%	4.70%	Jul 14 filed Jun 30 observed · 14d	$151.51 ↗ 99.7% of 52W Oct 9 close	$195.63	$161.16
KTCC Key Tronic Corp ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 650.0K held · 6.00%	6.00%	Jul 14 filed Jun 30 observed · 14d	$2.12 ↗ 85.6% of 52W Oct 9 close	$4.13	$4.07
KEX Kirby Corp ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 2.8M held · 5.20%	5.20%	Jul 14 filed Jun 30 observed · 14d	$136.25 ↗ 72.2% of 52W Oct 9 close	$135.97	$145.04
LAD Lithia Motors Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.4M held · 6.20%	6.20%	Jul 14 filed Jun 30 observed · 14d	$290.24 ↗ 42.0% of 52W Oct 9 close	$290.49	$319.25
MPAA Motorcar Parts of America Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.2M held · 6.20%	6.20%	Jul 14 filed Jun 30 observed · 14d	$10.42 ↗ 68.3% of 52W Oct 9 close	$15.32	$13.87
OIS Oil States International Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 3.0M held · 5.00%	5.00%	Jul 14 filed Jun 30 observed · 14d	$8.17 ↗ 33.4% of 52W Oct 9 close	$8.01	$8.42
OLN Olin Corp ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 6.2M held · 5.40%	5.40%	Jul 14 filed Jun 30 observed · 14d	$14.89 ↗ 14.1% of 52W Oct 9 close	$19.82	$21.66
OSK Oshkosh Corp ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 3.2M held · 5.10%	5.10%	Jul 14 filed Jun 30 observed · 14d	$125.23 ↗ 59.4% of 52W Oct 9 close	$153.48	$145.75
PLAB Photronics Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 3.6M held · 6.20%	6.20%	Jul 14 filed Jun 30 observed · 14d	$29.62 ↗ 37.2% of 52W Oct 9 close	$32.53	$29.47
PLPC Preformed Line Products Co ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-89.1K shares -1.80 pts ownership 218.4K held · 4.50%	4.50% -1.80 pts	Jul 14 filed Jun 30 observed · 14d	$397.25 ↗ 99.4% of 52W Oct 9 close	$410.56	$345.92
PLPC	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	307.5K	6.30%	01/21/26 filed12/31/25 observed · 21d lag	$397.2569.1% of range$118.99–$245.99	$206.71	$244.67
PB Prosperity Bancshares Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	+346.2K shares 0.00 pts ownership 5.1M held · 5.00%	5.00% 0.00 pts	Jul 14 filed Jun 30 observed · 14d	$66.11 ↗ 74.1% of 52W Oct 9 close	$73.03	$72.50
PB	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	4.7M	5.00%	01/21/26 filed12/31/25 observed · 21d lag	$66.1137.1% of range$61.07–$82.75	$69.11	$74.61
PRLB Proto Labs Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.2M held · 4.80%	4.80%	Jul 14 filed Jun 30 observed · 14d	$93.84 ↗ 96.3% of 52W Oct 9 close	$81.51	$76.98
RUSHA Rush Enterprises Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 3.3M held · 5.40%	5.40%	Jul 14 filed Jun 30 observed · 14d	$44.52 ↗ 87.2% of 52W Oct 9 close	$72.99	$75.86
RYZ Ryerson Holding Corp ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.7M held · 5.20%	5.20%	Jul 14 filed Jun 30 observed · 14d	$26.23 ↗ 45.6% of 52W Oct 9 close	$24.61	$28.13
SLGN Silgan Holdings Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 5.3M held · 5.00%	5.00%	Jul 14 filed Jun 30 observed · 14d	$35.44 ↗ 50.1% of 52W Oct 9 close	$46.39	$44.71
SNCY Sun Country Airlines Holdings Inc ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-2.7M shares -5.10 pts ownership 1 held · 0.00%	0.00% -5.10 pts	Jul 14 filed Jun 30 observed · 14d	— ↗ close
SNCY	DFA	Initial Schedule 13GInitial Schedule 13G	2.7M	5.10%	01/21/26 filed12/31/25 observed · 21d lag	—60.0% of range$8.10–$18.59	$14.39	$17.81
UBFO United Security Bancshares/Fresno CA ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1 held · 0.00%	0.00%	Jul 14 filed Jun 30 observed · 14d	— ↗ close
URBN Urban Outfitters Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 4.6M held · 5.30%	5.30%	Jul 14 filed Jun 30 observed · 14d	$82.18 ↗ 45.6% of 52W Oct 9 close	$70.86	$70.19
VSH Vishay Intertechnology Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 4.7M held · 3.80%	3.80%	Jul 14 filed Jun 30 observed · 14d	$34.04 ↗ 72.8% of 52W Oct 9 close	$53.78	$41.74
WGO Winnebago Industries Inc ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-396.8K shares -1.40 pts ownership 1.1M held · 3.70%	3.70% -1.40 pts	Jul 14 filed Jun 30 observed · 14d	$24.45 ↗ 19.0% of 52W Oct 7 close	$31.24	$29.01
WGO	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	1.5M	5.10%	01/21/26 filed12/31/25 observed · 21d lag	$24.4554.9% of range$28.00–$50.82	$40.52	$48.30
WS Worthington Steel Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 2.6M held · 5.10%	5.10%	Jul 14 filed Jun 30 observed · 14d	$36.05 ↗ 29.0% of 52W Oct 9 close	$33.58	$33.94
YELP Yelp Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 3.1M held · 5.70%	5.70%	Jul 14 filed Jun 30 observed · 14d	$18.59 ↗ 30.0% of 52W Oct 9 close	$24.52	$25.58
HA7 ENVIRI LLC ☆ Watch InstitutionalUnlock	BLK	Reported reduction Schedule 13G amendment	-5.7M shares 0.00 pts ownership 11 held · 12.00%	12.00% 0.00 pts	Jul 14 filed Jun 30 observed · 14d	— ↗ close
HA7	BLK	Earliest Schedule 13G amendment foundSchedule 13G amendment	5.7M	12.00%	06/04/26 filed05/31/26 observed · 4d lag	—
NVRI Enviri Corp ☆ Watch InstitutionalUnlock	BLK	Initial Schedule 13G Initial Schedule 13G	— 2.0M held · 12.00%	12.00%	Jul 14 filed Jun 30 observed · 14d	$19.75 ↗ 97.9% of 52W Oct 9 close	$21.95	$22.55
NVRI	BLK	Earlier Form 13F quarter-end holdingForm 13F quarter-end evidence	2.1M		08/07/26 filed06/30/26 observed · 38d lag	$19.75
XCXHX MFS INVESTMENT GRADE MUNICIPAL TRUST ☆ Watch InstitutionalUnlock	MS	Exit below reporting threshold Schedule 13G amendment	-431.4K shares -5.30 pts ownership 9 held · 0.00%	0.00% -5.30 pts	Jul 8 filed Jun 30 observed · 8d	$8.48 ↗ 66.2% of 52W Oct 7 close	$8.48	$8.48
XCXHX	MS	Initial Schedule 13GInitial Schedule 13G	431.4K	5.30%	05/11/26 filed03/31/26 observed · 41d lag	$8.4860.3% of range$7.95–$8.73	$8.42	$8.55
CRVO CervoMed Inc ☆ Watch InstitutionalUnlock	MS	Exit below reporting threshold Schedule 13G amendment	-727.2K shares -7.90 pts ownership 12.6K held · 0.10%	0.10% -7.90 pts	Jul 8 filed Jun 30 observed · 8d	$3.28 ↗ 8.8% of 52W Oct 8 close	$3.10	$3.41
CRVO	MS	Reported accumulationSchedule 13G amendment	739.7K+266.1K	8.00%+2.90 pts	05/11/26 filed03/31/26 observed · 41d lag	$3.284.1% of range$3.51–$14.00	$3.94	$3.80
CRVO	MS	Initial Schedule 13GInitial Schedule 13G	473.7K	5.10%	02/11/26 filed12/31/25 observed · 42d lag	$3.2839.8% of range$1.92–$16.94	$7.90	$4.80
XMCRX MFS CHARTER INCOME TRUST ☆ Watch InstitutionalUnlock	MS	Earliest Schedule 13G amendment found Schedule 13G amendment	— 9 held · 0.00%	0.00%	Jul 8 filed Jun 30 observed · 8d	$6.52 ↗ 13.9% of 52W Oct 7 close	$6.52	$6.52
APGE Apogee Therapeutics, Inc. ☆ Watch InstitutionalUnlock	WELL	Exit below reporting threshold Schedule 13G amendment	-4.2M shares -7.79 pts ownership 564.3K held · 0.91%	0.91% -7.79 pts	Jul 8 filed Jun 30 observed · 8d	— ↗ 99.6% of 52W close	$132.73	$133.25
APGE	WELL	Earliest Schedule 13G amendment foundSchedule 13G amendment	4.7M	8.70%	02/10/26 filed12/31/25 observed · 41d lag	—89.9% of range$26.20–$80.99	$75.48	$65.50
EE Excelerate Energy, Inc. ☆ Watch InstitutionalUnlock	WELL	Reported accumulation Schedule 13G amendment	+705.6K shares +2.28 pts ownership 3.3M held · 10.50%	10.50% +2.28 pts	Jul 8 filed Jun 30 observed · 8d	$34.67 ↗ 76.3% of 52W Oct 8 close	$37.99	$39.57
EE	WELL	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.6M	8.22%	05/15/26 filed03/31/26 observed · 45d lag	$34.6755.4% of range$21.29–$43.18	$33.42	$35.71
MBX MBX Biosciences ☆ Watch InstitutionalUnlock	WELL	Reported accumulation Schedule 13G amendment	+1.6M shares +3.00 pts ownership 5.0M held · 10.50%	10.50% +3.00 pts	Jul 8 filed Jun 30 observed · 8d	$53.25 ↗ 95.4% of 52W Oct 8 close	$55.20	$61.74
MBX	WELL	Earliest Schedule 13G amendment foundSchedule 13G amendment	3.3M	7.50%	02/10/26 filed12/31/25 observed · 41d lag	$53.2587.0% of range$4.81–$35.55	$31.54	$37.68
USFD US FOODS HOLDING CORP. ☆ Watch InstitutionalUnlock	WELL	Reported accumulation Schedule 13G amendment	+7.3M shares +3.25 pts ownership 23.0M held · 10.45%	10.45% +3.25 pts	Jul 8 filed Jun 30 observed · 8d	$97.43 ↗ 98.9% of 52W Oct 9 close	$102.25	$99.88
USFD	WELL	Earliest Schedule 13G amendment foundSchedule 13G amendment	15.8M	7.20%	05/15/26 filed03/31/26 observed · 45d lag	$97.4377.8% of range$57.36–$102.13	$92.21	$82.38
CNP CENTERPOINT ENERGY INC ☆ Watch InstitutionalUnlock	TROW-IM	Reported accumulation Schedule 13G amendment	+8.2M shares 0.00 pts ownership 66.5M held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$38.42 ↗ 87.9% of 52W Oct 8 close	$44.04	$44.05
CNP	TROW-IM	Earliest Schedule 13G amendment foundSchedule 13G amendment	58.3M	12.00%	02/17/26 filed12/31/25 observed · 48d lag	$38.4278.2% of range$30.59–$40.50	$38.34	$42.65
LSCC LATTICE SEMICONDUCTOR CORP ☆ Watch InstitutionalUnlock	TROW-IM	Reported reduction Schedule 13G amendment	-8.5M shares 0.00 pts ownership 7.8M held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$126.05 ↗ 96.3% of 52W Oct 9 close	$152.96	$132.48
LSCC	TROW-IM	Earliest Schedule 13G amendment foundSchedule 13G amendment	16.2M	12.00%	05/15/26 filed03/31/26 observed · 45d lag	$126.0579.1% of range$34.69–$108.08	$92.76	$120.11
CPK CHESAPEAKE UTILITIES CORP ☆ Watch InstitutionalUnlock	TROW-IM	Reported accumulation Schedule 13G amendment	+188.4K shares 0.00 pts ownership 2.5M held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$128.16 ↗ 16.7% of 52W Oct 8 close	$122.48	$125.26
CPK	TROW-IM	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.3M	12.00%	02/17/26 filed12/31/25 observed · 48d lag	$128.1637.8% of range$115.12–$140.59	$124.76	$134.71
ATEX ANTERIX INC ☆ Watch InstitutionalUnlock	TROW-IM	Initial Schedule 13G Initial Schedule 13G	— 2.3M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$76.44 ↗ 98.9% of 52W Oct 8 close	$102.94	$104.92
ATEX	TROW-IM	Earlier Form 13F quarter-end holdingForm 13F quarter-end evidence	2.3M		08/14/26 filed06/30/26 observed · 45d lag	$76.44
DNLI DENALI THERAPEUTICS INC ☆ Watch InstitutionalUnlock	TROW-IM	Reported accumulation Schedule 13G amendment	+7.7M shares 0.00 pts ownership 16.2M held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$18.67 ↗ 95.4% of 52W Oct 8 close	$25.72	$26.69
DNLI	TROW-IM	Initial Schedule 13GInitial Schedule 13G	8.5M	12.00%	05/15/26 filed03/31/26 observed · 45d lag	$18.6765.4% of range$10.57–$23.77	$19.20	$18.62
BDTX BLACK DIAMOND THERAPEUTICS I ☆ Watch InstitutionalUnlock	TROW-IM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 4.0M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$1.83 ↗ 7.5% of 52W Oct 7 close	$1.85	$1.90
APGE APOGEE THERAPEUTICS INC ☆ Watch InstitutionalUnlock	TROW-IM	Reported reduction Schedule 13G amendment	-9.5M shares -4.80 pts ownership 773.0K held · 12.00%	12.00% -4.80 pts	Jul 8 filed Jun 30 observed · 8d	— ↗ 99.6% of 52W close	$132.73	$133.25
APGE	TROW-IM	Reported accumulationSchedule 13G amendment	10.3M+4.1M	16.80%+4.80 pts	04/08/26 filed03/31/26 observed · 8d lag	—98.5% of range$26.20–$85.04	$84.17	$83.12
APGE	TROW-IM	Initial Schedule 13GInitial Schedule 13G	6.2M	12.00%	03/06/26 filed02/28/26 observed · 6d lag	—75.1% of range$26.20–$84.56	$70.00	$73.05
TWFG TWFG INC ☆ Watch InstitutionalUnlock	TROW-IM	Reported reduction Schedule 13G amendment	-1.3M shares -2.00 pts ownership 753.7K held · 12.00%	12.00% -2.00 pts	Jul 8 filed Jun 30 observed · 8d	$25.03 ↗ 39.2% of 52W Oct 7 close	$24.05	$26.10
TWFG	TROW-IM	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.1M	14.00%	05/15/26 filed03/31/26 observed · 45d lag	$25.039.0% of range$16.56–$36.85	$18.39	$18.16
WBI WATERBRIDGE INFRASTRUC-CL A ☆ Watch InstitutionalUnlock	TROW-IM	Initial Schedule 13G Initial Schedule 13G	— 5.4M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$29.31 ↗ 89.0% of 52W Oct 7 close	$34.27	$34.07
WBI	TROW-IM	Earlier Form 13F quarter-end holdingForm 13F quarter-end evidence	2.2M		05/15/26 filed03/31/26 observed · 45d lag	$29.31
IDCC INTERDIGITAL INC ☆ Watch InstitutionalUnlock	TROW	Reported accumulation Schedule 13G amendment	+392.7K shares 0.00 pts ownership 2.6M held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$328.30 ↗ 35.1% of 52W Oct 8 close	$283.13	$267.76
IDCC	TROW	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.2M	12.00%	02/17/26 filed12/31/25 observed · 48d lag	$328.3061.2% of range$169.58–$412.60	$318.38	$366.42
FN FABRINET ☆ Watch InstitutionalUnlock	TROW	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.9M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$487.33 ↗ 60.8% of 52W Oct 8 close	$562.08	$480.07
GLUE MONTE ROSA THERAPEUTICS INC ☆ Watch InstitutionalUnlock	TROW	Earliest Schedule 13G amendment found Schedule 13G amendment	— 8.9M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$10.32 ↗ 92.7% of 52W Oct 8 close	$24.20	$24.06
CBRS Cerebras Systems Inc. ☆ Watch InstitutionalUnlock	FMR	Reported accumulation Schedule 13G amendment	+3.3M shares -20.90 pts ownership 28.9M held · 25.70%	25.70% -20.90 pts	Jul 8 filed Jun 30 observed · 8d	$167.92 ↗ 26.7% of 52W Oct 8 close	$221.00	$181.72
CBRS	FMR	Earlier Form 13F quarter-end holdingForm 13F quarter-end evidence	8.4M		08/13/26 filed06/30/26 observed · 44d lag	$167.92
CBRS	FMR	Initial Schedule 13GInitial Schedule 13G	25.6M	46.60%	06/05/26 filed05/29/26 observed · 7d lag	$167.922.9% of range$232.56–$386.34	$236.99	$201.01
CLYM CLIMB BIO INC ☆ Watch InstitutionalUnlock	FMR	Initial Schedule 13G Initial Schedule 13G	— 6.8M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$10.86 ↗ 94.8% of 52W Oct 8 close	$13.04	$13.57
REAL TheRealReal, Inc. ☆ Watch InstitutionalUnlock	FMR	Earliest Schedule 13G amendment found Schedule 13G amendment	— 6.2K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$9.75 ↗ 55.8% of 52W Oct 9 close	$11.79	$10.47
LITE LUMENTUM HLDGS INC ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-3.8K shares 0.00 pts ownership 3.6K held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$1,103.36 ↗ 77.2% of 52W Oct 9 close	$858.06	$707.10
LITE	FMR	Reported reductionSchedule 13G amendment	7.5K-2.2K	12.00%-1.50 pts	05/06/26 filed03/31/26 observed · 36d lag	$1,103.3686.1% of range$45.65–$808.80	$702.76	$944.28
LITE	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	9.6K	13.50%	02/05/26 filed12/31/25 observed · 36d lag	$1,103.3690.7% of range$45.65–$401.60	$368.59	$504.42
MPWR MONOLITHIC POWER SYSTEMS INC ☆ Watch InstitutionalUnlock	FMR	Reported accumulation Schedule 13G amendment	+1.2K shares 0.00 pts ownership 5.2K held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$1,386.29 ↗ 67.7% of 52W Oct 9 close	$1,382.36	$1,315.51
MPWR	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	4.0K	12.00%	02/05/26 filed12/31/25 observed · 36d lag	$1,386.2968.3% of range$438.86–$1,123.38	$906.36	$1,155.99
ANNX ANNEXON INC ☆ Watch InstitutionalUnlock	FMR	Reported accumulation Schedule 13G amendment	+9.3K shares +4.90 pts ownership 19.5K held · 12.00%	12.00% +4.90 pts	Jul 8 filed Jun 30 observed · 8d	$4.00 ↗ 72.4% of 52W Oct 8 close	$5.71	$5.96
ANNX	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	10.2K	7.10%	02/05/26 filed12/31/25 observed · 36d lag	$4.0085.4% of range$1.29–$5.66	$5.02	$5.63
G GENPACT LTD ☆ Watch InstitutionalUnlock	FMR	Earliest Schedule 13G amendment found Schedule 13G amendment	— 10.4K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$34.67 ↗ 3.0% of 52W Oct 8 close	$27.50	$29.34
LIND LINDBLAD EXPEDITIONS HOLDINGS ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-4.1M shares 0.00 pts ownership 6.6K held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$35.54 ↗ 90.6% of 52W Oct 8 close	$28.24	$25.60
LIND	FMR	Initial Schedule 13GInitial Schedule 13G	4.1M	12.00%	05/06/26 filed03/31/26 observed · 36d lag	$35.5471.5% of range$7.45–$21.23	$17.30	$21.70
RELY REMITLY GLOBAL INC ☆ Watch InstitutionalUnlock	FMR	Reported accumulation Schedule 13G amendment	+11.0K shares 0.00 pts ownership 21.8K held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$24.13 ↗ 80.5% of 52W Oct 9 close	$22.41	$23.10
RELY	FMR	Initial Schedule 13GInitial Schedule 13G	10.7K	12.00%	05/06/26 filed03/31/26 observed · 36d lag	$24.1328.4% of range$12.08–$24.71	$15.67	$23.73
RBLX ROBLOX CORP ☆ Watch InstitutionalUnlock	FMR	Earliest Schedule 13G amendment found Schedule 13G amendment	— 79.7K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$48.09 ↗ 12.9% of 52W Oct 9 close	$54.38	$55.12
ROKU ROKU INC ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-11.7K shares -1.00 pts ownership 5.3K held · 12.00%	12.00% -1.00 pts	Jul 8 filed Jun 30 observed · 8d	$152.85 ↗ 84.7% of 52W Oct 9 close	$138.14	$139.25
ROKU	FMR	Reported accumulationSchedule 13G amendment	17.0K+3.3K	13.00%+1.00 pts	05/06/26 filed03/31/26 observed · 36d lag	$152.8565.7% of range$52.43–$116.66	$94.62	$127.98
ROKU	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	13.7K	12.00%	02/05/26 filed12/31/25 observed · 36d lag	$152.8587.3% of range$52.43–$116.66	$108.49	$86.05
SOBO SOUTH BOW CORP ☆ Watch InstitutionalUnlock	FMR	Initial Schedule 13G Initial Schedule 13G	+11.8K shares 0.00 pts ownership 21.9K held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$33.22 ↗ 76.1% of 52W Oct 9 close	$35.24	$36.77
SOBO	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	10.1K	12.00%	02/05/26 filed12/31/25 observed · 36d lag	$33.2278.6% of range$21.16–$29.19	$27.47	$29.01
SIG SIGNET JEWELERS LTD ☆ Watch InstitutionalUnlock	FMR	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.2K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$105.22 ↗ 37.8% of 52W Oct 9 close	$86.20	$81.46
QLTA iShares Aaa - A Rated Corporate Bond ETF ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-2.3K shares 0.00 pts ownership 23 held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$44.98 ↗ 33.0% of 52W Oct 7 close	$47.52	$46.97
QLTA	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.3K	12.00%	02/05/26 filed12/31/25 observed · 36d lag	$44.9871.0% of range$45.81–$49.02	$48.09	$48.16
SKIN SKINHEALTH SYSTEMS INC ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-7.0M shares -1.40 pts ownership 10.2M held · 12.00%	12.00% -1.40 pts	Jul 8 filed Jun 30 observed · 8d	$0.55 ↗ 6.6% of 52W Oct 9 close	$0.69	$1.05
SKIN	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	17.2M	13.40%	05/06/26 filed03/31/26 observed · 36d lag	$0.556.9% of range$0.76–$2.69	$0.89	$0.93
CYTK CYTOKINETICS INC ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-5.9K shares 0.00 pts ownership 5.2K held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$62.01 ↗ 94.4% of 52W Oct 8 close	$85.19	$84.88
CYTK	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	11.1K	12.00%	05/06/26 filed03/31/26 observed · 36d lag	$62.0187.8% of range$29.31–$70.98	$65.91	$74.84
260 CENTESSA PHARMACEUTICALS PLC ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-6.8M shares 0.00 pts ownership 1.8K held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	— ↗ close
260	FMR	Reported reductionSchedule 13G amendment	6.8M-4.2M	12.00%-0.20 pts	05/06/26 filed03/31/26 observed · 36d lag	—
260	FMR	Reported accumulationSchedule 13G amendment	11.0M+2.1M	12.20%+2.30 pts	02/06/26 filed01/30/26 observed · 7d lag	—
1 older filing(s) are outside your plan’s history limit. Compare plans.
ECHO ECHOSTAR CORP ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-13.5K shares 0.00 pts ownership 2.9K held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$93.36 ↗ 62.3% of 52W Oct 8 close	$101.50	$96.28
ECHO	FMR	Reported reductionSchedule 13G amendment	16.4K-8.1K	12.00%-3.00 pts	05/06/26 filed03/31/26 observed · 36d lag	$93.3687.1% of range$14.90–$132.25	$117.07	$125.75
ECHO	FMR	Reported accumulationSchedule 13G amendment	24.5K+8.2K	15.00%+5.00 pts	02/06/26 filed01/30/26 observed · 7d lag	$93.3683.8% of range$14.90–$132.25	$113.22	$111.61
1 older filing(s) are outside your plan’s history limit. Compare plans.
APGE APOGEE THERAPEUTICS INC ☆ Watch InstitutionalUnlock	FMR	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.5K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	— ↗ 99.6% of 52W close	$132.73	$133.25
COHR COHERENT CORP ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-11.6K shares -0.10 pts ownership 11.0K held · 12.00%	12.00% -0.10 pts	Jul 8 filed Jun 30 observed · 8d	$302.35 ↗ 87.2% of 52W Oct 8 close	$394.47	$317.05
COHR	FMR	Reported reductionSchedule 13G amendment	22.6K-961	12.10%-2.90 pts	05/06/26 filed03/31/26 observed · 36d lag	$302.3575.7% of range$45.58–$300.20	$238.21	$344.67
COHR	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	23.6K	15.00%	02/05/26 filed12/31/25 observed · 36d lag	$302.3589.9% of range$45.58–$200.19	$184.57	$209.24
MBX MBX BIOSCIENCES INC ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-2.9M shares 0.00 pts ownership 5.3K held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$53.25 ↗ 95.4% of 52W Oct 8 close	$55.20	$61.74
MBX	FMR	Initial Schedule 13GInitial Schedule 13G	2.9M	12.00%	05/06/26 filed03/31/26 observed · 36d lag	$53.2562.5% of range$4.81–$44.89	$29.85	$32.12
LYTS LSI INDUSTRIES INC OHIO ☆ Watch InstitutionalUnlock	FMR	Initial Schedule 13G Initial Schedule 13G	— 4.0K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$20.44 ↗ 92.5% of 52W Oct 8 close	$26.58	$24.81
SSRM SSR MINING INC. ☆ Watch InstitutionalUnlock	BLK	Reported accumulation Schedule 13G amendment	+1.7M shares 0.00 pts ownership 20.8M held · 12.00%	12.00% 0.00 pts	Jul 8 filed Jun 30 observed · 8d	$35.51 ↗ 66.8% of 52W Oct 9 close	$28.28	$28.20
SSRM	BLK	Earliest Schedule 13G amendment foundSchedule 13G amendment	19.0M	12.00%	04/24/26 filed03/31/26 observed · 24d lag	$35.5183.5% of range$8.65–$33.49	$29.40	$30.55
CABO Cable One, Inc. ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 353.3K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$13.21 ↗ 9.6% of 52W Oct 7 close	$53.11	$40.87
CERT Certara, Inc. ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 18.0M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$8.96 ↗ 22.3% of 52W Oct 7 close	$6.55	$6.54
CNXC Concentrix Corp ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 6.5M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$26.16 ↗ 7.6% of 52W Oct 7 close	$22.41	$21.38
CTKB Cytek Biosciences, Inc. ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 9.4M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$5.34 ↗ 43.4% of 52W Oct 7 close	$4.43	$4.39
BLD* QXO Insulation, LLC ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 497.9K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	— close
SSTK Shutterstock, Inc. ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.0M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$4.35 ↗ 7.5% of 52W Oct 9 close	$13.95	$8.90
XRAY DENTSPLY SIRONA INC ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 25.3M held · 12.60%	12.60%	Jul 8 filed Jun 30 observed · 8d	$8.83 ↗ 15.6% of 52W Oct 9 close	$10.61	$11.78
EMBC EMBECTA CORP ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 4.6M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$5.91 ↗ 3.8% of 52W Oct 7 close	$3.26	$3.19
EPAM EPAM SYSTEMS INC ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 6.2M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$108.32 ↗ 4.2% of 52W Oct 7 close	$79.35	$85.99
EXC EXELON CORPORATION ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 103.7M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$41.76 ↗ 50.7% of 52W Oct 9 close	$46.62	$47.28
FATE FATE THERAPEUTICS INC ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.2M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$2.18 ↗ 90.9% of 52W Oct 9 close	$2.70	$2.93
FWRD FORWARD AIR CORP ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.7M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$15.64 ↗ 23.0% of 52W Oct 9 close	$13.51	$12.18
GDYN GRID DYNAMICS HOLDINGS, INC. ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 5.6M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$7.95 ↗ 7.4% of 52W Oct 9 close	$5.68	$5.86
IIIN INSTEEL INDUSTRIES INC ☆ Watch InstitutionalUnlock	BLK	Reported reduction Schedule 13G amendment	-1.4M shares -2.40 pts ownership 1.4M held · 12.00%	12.00% -2.40 pts	Jul 8 filed Jun 30 observed · 8d	$29.50 ↗ 33.8% of 52W Oct 9 close	$30.20	$28.98
IIIN	BLK	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.8M	14.40%	04/24/26 filed03/31/26 observed · 24d lag	$29.5058.1% of range$22.49–$41.64	$33.61	$25.24
JELD JELD WEN Holding Inc ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.3M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$1.54 ↗ 9.5% of 52W Oct 9 close	$1.50	$1.21
LQDA LIQUIDIA CORP ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 10.6M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$27.38 ↗ 98.6% of 52W Oct 9 close	$79.73	$79.47
MTSI MACOM Technology Solutions Holdings Inc ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 8.0M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$330.06 ↗ 87.2% of 52W Oct 9 close	$380.37	$305.23
NHI NATIONAL HEALTH INVESTORS INC ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 8.5M held · 17.60%	17.60%	Jul 8 filed Jun 30 observed · 8d	$64.85 ↗ 35.5% of 52W Oct 9 close	$76.26	$76.67
NTST NETSTREIT Corp. ☆ Watch InstitutionalUnlock	BLK	Reported accumulation Schedule 13G amendment	+5.1M shares +1.90 pts ownership 13.5M held · 13.90%	13.90% +1.90 pts	Jul 8 filed Jun 30 observed · 8d	$17.45 ↗ 91.2% of 52W Oct 9 close	$21.13	$21.88
NTST	BLK	Earliest Schedule 13G amendment foundSchedule 13G amendment	8.4M	12.00%	04/24/26 filed03/31/26 observed · 24d lag	$17.4566.2% of range$14.00–$21.30	$18.83	$20.56
NIC NICOLET BANKSHARES INC ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.8M held · 13.00%	13.00%	Jul 8 filed Jun 30 observed · 8d	$162.79 ↗ 99.7% of 52W Oct 9 close	$165.39	$161.41
PRAA PRA GROUP INC ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 3.1M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$20.03 ↗ 71.1% of 52W Oct 9 close	$18.99	$17.51
POOL POOL CORP ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 3.8M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$159.54 ↗ 24.5% of 52W Oct 9 close	$214.90	$204.20
RGP RESOURCES CONNECTION, INC. ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 667.8K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$2.83 ↗ 36.7% of 52W Oct 9 close	$4.25	$4.61
SNBRQ SLEEP NUMBER CORPORATION ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 11 held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$0.02 ↗ 0.1% of 52W Oct 9 close	$0.02	$0.03
UHT UNIVERSAL HEALTH REALTY INCOME TRUST ☆ Watch InstitutionalUnlock	BLK	Reported reduction Schedule 13G amendment	-849.4K shares -2.30 pts ownership 1.1M held · 12.00%	12.00% -2.30 pts	Jul 8 filed Jun 30 observed · 8d	$37.57 ↗ 91.1% of 52W Oct 9 close	$43.86	$43.70
UHT	BLK	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.0M	14.30%	01/21/26 filed12/31/25 observed · 21d lag	$37.5755.1% of range$34.56–$43.00	$39.21	$39.64
VITL Vital Farms, Inc. ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 3.0M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$9.33 ↗ 8.1% of 52W Oct 9 close	$11.63	$12.32
WRBY Warby Parker Inc. ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 15.0M held · 14.00%	14.00%	Jul 8 filed Jun 30 observed · 8d	$25.30 ↗ 95.9% of 52W Oct 9 close	$30.34	$27.67
ASH ASHLAND INC. ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 5.6M held · 12.30%	12.30%	Jul 8 filed Jun 30 observed · 8d	$70.67 ↗ 89.2% of 52W Oct 7 close	$65.89	$63.70
ADSK AUTODESK INC ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 23.1M held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$235.05 ↗ 6.2% of 52W Oct 7 close	$194.42	$206.04
SAM BOSTON BEER CO INC ☆ Watch InstitutionalUnlock	BLK	Earliest Schedule 13G amendment found Schedule 13G amendment	— 947.2K held · 12.00%	12.00%	Jul 8 filed Jun 30 observed · 8d	$170.51 ↗ 17.3% of 52W Oct 9 close	$177.03	$178.28

HTB Initial Schedule 13G

HomeTrust Bancshares Inc

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 856.6K

Ownership 5.10%

Latest stored close $45.71 10/09/26 View live quote ↗

52-week position 99.8% $36.98–$49.91

More filing data

Observation price$49.89

Filing price$48.53

Observed date06/30/26

Disclosure lag14 days

HDSN Exit below reporting threshold

Hudson Technologies Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 2.0M -180.4K

Ownership 4.70% -0.40 pts

Latest stored close $5.14 10/09/26 View live quote ↗

52-week position 18.7% $4.64–$10.52

More filing data

Observation price$5.74

Filing price$6.23

Observed date06/30/26

Disclosure lag14 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 04/09/26 filed

Initial Schedule 13G · 2.1M shares · 5.10% · filing $6.15 · 52-week $5.11–$10.52 · range 14.2%

HURC Earliest Schedule 13G amendment found

Hurco Cos Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 316.2K

Ownership 4.90%

Latest stored close $21.00 10/09/26 View live quote ↗

52-week position 90.8% $14.50–$23.75

More filing data

Observation price$22.90

Filing price$22.60

Observed date06/30/26

Disclosure lag14 days

INGR Initial Schedule 13G

Ingredion Inc

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 3.4M

Ownership 5.30%

Latest stored close $95.09 10/09/26 View live quote ↗

52-week position 0.6% $94.44–$138.40

More filing data

Observation price$94.71

Filing price$98.20

Observed date06/30/26

Disclosure lag14 days

KALU Earliest Schedule 13G amendment found

Kaiser Aluminum Corp

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 775.9K

Ownership 4.70%

Latest stored close $151.51 10/09/26 View live quote ↗

52-week position 99.7% $71.44–$195.96

More filing data

Observation price$195.63

Filing price$161.16

Observed date06/30/26

Disclosure lag14 days

KTCC Earliest Schedule 13G amendment found

Key Tronic Corp

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 650.0K

Ownership 6.00%

Latest stored close $2.12 10/09/26 View live quote ↗

52-week position 85.6% $2.40–$4.42

More filing data

Observation price$4.13

Filing price$4.07

Observed date06/30/26

Disclosure lag14 days

KEX Initial Schedule 13G

Kirby Corp

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 2.8M

Ownership 5.20%

Latest stored close $136.25 10/09/26 View live quote ↗

52-week position 72.2% $79.52–$157.69

More filing data

Observation price$135.97

Filing price$145.04

Observed date06/30/26

Disclosure lag14 days

LAD Earliest Schedule 13G amendment found

Lithia Motors Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 1.4M

Ownership 6.20%

Latest stored close $290.24 10/09/26 View live quote ↗

52-week position 42.0% $239.78–$360.56

More filing data

Observation price$290.49

Filing price$319.25

Observed date06/30/26

Disclosure lag14 days

MPAA Earliest Schedule 13G amendment found

Motorcar Parts of America Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 1.2M

Ownership 6.20%

Latest stored close $10.42 10/09/26 View live quote ↗

52-week position 68.3% $9.29–$18.12

More filing data

Observation price$15.32

Filing price$13.87

Observed date06/30/26

Disclosure lag14 days

OIS Earliest Schedule 13G amendment found

Oil States International Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 3.0M

Ownership 5.00%

Latest stored close $8.17 10/09/26 View live quote ↗

52-week position 33.4% $4.75–$14.50

More filing data

Observation price$8.01

Filing price$8.42

Observed date06/30/26

Disclosure lag14 days

OLN Initial Schedule 13G

Olin Corp

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 6.2M

Ownership 5.40%

Latest stored close $14.89 10/09/26 View live quote ↗

52-week position 14.1% $18.08–$30.46

More filing data

Observation price$19.82

Filing price$21.66

Observed date06/30/26

Disclosure lag14 days

OSK Initial Schedule 13G

Oshkosh Corp

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 3.2M

Ownership 5.10%

Latest stored close $125.23 10/09/26 View live quote ↗

52-week position 59.4% $113.93–$180.49

More filing data

Observation price$153.48

Filing price$145.75

Observed date06/30/26

Disclosure lag14 days

PLAB Earliest Schedule 13G amendment found

Photronics Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 3.6M

Ownership 6.20%

Latest stored close $29.62 10/09/26 View live quote ↗

52-week position 37.2% $18.61–$56.00

More filing data

Observation price$32.53

Filing price$29.47

Observed date06/30/26

Disclosure lag14 days

PLPC Exit below reporting threshold

Preformed Line Products Co

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 218.4K -89.1K

Ownership 4.50% -1.80 pts

Latest stored close $397.25 10/09/26 View live quote ↗

52-week position 99.4% $139.04–$412.13

More filing data

Observation price$410.56

Filing price$345.92

Observed date06/30/26

Disclosure lag14 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 01/21/26 filed

Schedule 13G amendment · 307.5K shares · 6.30% · filing $244.67 · 52-week $118.99–$245.99 · range 69.1%

PB Initial Schedule 13G

Prosperity Bancshares Inc

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 5.1M +346.2K

Ownership 5.00% 0.00 pts

Latest stored close $66.11 10/09/26 View live quote ↗

52-week position 74.1% $61.07–$77.20

More filing data

Observation price$73.03

Filing price$72.50

Observed date06/30/26

Disclosure lag14 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 01/21/26 filed

Schedule 13G amendment · 4.7M shares · 5.00% · filing $74.61 · 52-week $61.07–$82.75 · range 37.1%

PRLB Earliest Schedule 13G amendment found

Proto Labs Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 1.2M

Ownership 4.80%

Latest stored close $93.84 10/09/26 View live quote ↗

52-week position 96.3% $38.48–$83.15

More filing data

Observation price$81.51

Filing price$76.98

Observed date06/30/26

Disclosure lag14 days

RUSHA Earliest Schedule 13G amendment found

Rush Enterprises Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 3.3M

Ownership 5.40%

Latest stored close $44.52 10/09/26 View live quote ↗

52-week position 87.2% $45.67–$76.99

More filing data

Observation price$72.99

Filing price$75.86

Observed date06/30/26

Disclosure lag14 days

RYZ Earliest Schedule 13G amendment found

Ryerson Holding Corp

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 2.7M

Ownership 5.20%

Latest stored close $26.23 10/09/26 View live quote ↗

52-week position 45.6% $19.34–$30.90

More filing data

Observation price$24.61

Filing price$28.13

Observed date06/30/26

Disclosure lag14 days

SLGN Initial Schedule 13G

Silgan Holdings Inc

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 5.3M

Ownership 5.00%

Latest stored close $35.44 10/09/26 View live quote ↗

52-week position 50.1% $35.68–$57.04

More filing data

Observation price$46.39

Filing price$44.71

Observed date06/30/26

Disclosure lag14 days

SNCY Exit below reporting threshold

Sun Country Airlines Holdings Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 1 -2.7M

Ownership 0.00% -5.10 pts

Latest stored close View live quote ↗

52-week position —

More filing data

Observation price

Filing price

Observed date06/30/26

Disclosure lag14 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 01/21/26 filed

Initial Schedule 13G · 2.7M shares · 5.10% · filing $17.81 · 52-week $8.10–$18.59 · range 60.0%

UBFO Earliest Schedule 13G amendment found

United Security Bancshares/Fresno CA

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 1

Ownership 0.00%

Latest stored close View live quote ↗

52-week position —

More filing data

Observation price

Filing price

Observed date06/30/26

Disclosure lag14 days

URBN Initial Schedule 13G

Urban Outfitters Inc

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 4.6M

Ownership 5.30%

Latest stored close $82.18 10/09/26 View live quote ↗

52-week position 45.6% $59.54–$84.35

More filing data

Observation price$70.86

Filing price$70.19

Observed date06/30/26

Disclosure lag14 days

VSH Earliest Schedule 13G amendment found

Vishay Intertechnology Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 4.7M

Ownership 3.80%

Latest stored close $34.04 10/09/26 View live quote ↗

52-week position 72.8% $11.77–$69.47

More filing data

Observation price$53.78

Filing price$41.74

Observed date06/30/26

Disclosure lag14 days

WGO Exit below reporting threshold

Winnebago Industries Inc

Dimensional Fund Advisors

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 1.1M -396.8K

Ownership 3.70% -1.40 pts

Latest stored close $24.45 10/07/26 View live quote ↗

52-week position 19.0% $26.80–$50.16

More filing data

Observation price$31.24

Filing price$29.01

Observed date06/30/26

Disclosure lag14 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 01/21/26 filed

Schedule 13G amendment · 1.5M shares · 5.10% · filing $48.30 · 52-week $28.00–$50.82 · range 54.9%

WS Initial Schedule 13G

Worthington Steel Inc

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 2.6M

Ownership 5.10%

Latest stored close $36.05 10/09/26 View live quote ↗

52-week position 29.0% $27.22–$49.17

More filing data

Observation price$33.58

Filing price$33.94

Observed date06/30/26

Disclosure lag14 days

YELP Initial Schedule 13G

Yelp Inc

Dimensional Fund Advisors

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 3.1M

Ownership 5.70%

Latest stored close $18.59 10/09/26 View live quote ↗

52-week position 30.0% $19.60–$35.99

More filing data

Observation price$24.52

Filing price$25.58

Observed date06/30/26

Disclosure lag14 days

HA7 Reported reduction

ENVIRI LLC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 11 -5.7M

Ownership 12.00% 0.00 pts

Latest stored close View live quote ↗

52-week position —

More filing data

Observation price

Filing price

Observed date06/30/26

Disclosure lag14 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 06/04/26 filed

Schedule 13G amendment · 5.7M shares · 12.00% · filing

NVRI Initial Schedule 13G

Enviri Corp

BlackRock

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 14, 2026 filed

Reported shares 2.0M

Ownership 12.00%

Latest stored close $19.75 10/09/26 View live quote ↗

52-week position 97.9% $7.70–$22.26

More filing data

Observation price$21.95

Filing price$22.55

Observed date06/30/26

Disclosure lag14 days

Earlier filings (1 shown of 1)

Earlier Form 13F quarter-end holding 08/07/26 filed

Form 13F quarter-end evidence · 2.1M shares · · filing

XCXHX Exit below reporting threshold

MFS INVESTMENT GRADE MUNICIPAL TRUST

Morgan Stanley

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 9 -431.4K

Ownership 0.00% -5.30 pts

Latest stored close $8.48 10/07/26 View live quote ↗

52-week position 66.2% $7.99–$8.73

More filing data

Observation price$8.48

Filing price$8.48

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 05/11/26 filed

Initial Schedule 13G · 431.4K shares · 5.30% · filing $8.55 · 52-week $7.95–$8.73 · range 60.3%

CRVO Exit below reporting threshold

CervoMed Inc

Morgan Stanley

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 12.6K -727.2K

Ownership 0.10% -7.90 pts

Latest stored close $3.28 10/08/26 View live quote ↗

52-week position 8.8% $2.13–$13.13

More filing data

Observation price$3.10

Filing price$3.41

Observed date06/30/26

Disclosure lag8 days

Earlier filings (2 shown of 2)

Reported accumulation 05/11/26 filed

Schedule 13G amendment · 739.7K shares · 8.00% · filing $3.80 · 52-week $3.51–$14.00 · range 4.1%

Initial Schedule 13G 02/11/26 filed

Initial Schedule 13G · 473.7K shares · 5.10% · filing $4.80 · 52-week $1.92–$16.94 · range 39.8%

XMCRX Earliest Schedule 13G amendment found

MFS CHARTER INCOME TRUST

Morgan Stanley

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 9

Ownership 0.00%

Latest stored close $6.52 10/07/26 View live quote ↗

52-week position 13.9% $6.47–$6.83

More filing data

Observation price$6.52

Filing price$6.52

Observed date06/30/26

Disclosure lag8 days

APGE Exit below reporting threshold

Apogee Therapeutics, Inc.

Wellington Management Group

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 564.3K -4.2M

Ownership 0.91% -7.79 pts

Latest stored close View live quote ↗

52-week position 99.6% $34.34–$133.16

More filing data

Observation price$132.73

Filing price$133.25

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/10/26 filed

Schedule 13G amendment · 4.7M shares · 8.70% · filing $65.50 · 52-week $26.20–$80.99 · range 89.9%

EE Reported accumulation

Excelerate Energy, Inc.

Wellington Management Group

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 3.3M +705.6K

Ownership 10.50% +2.28 pts

Latest stored close $34.67 10/08/26 View live quote ↗

52-week position 76.3% $21.29–$43.18

More filing data

Observation price$37.99

Filing price$39.57

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 05/15/26 filed

Schedule 13G amendment · 2.6M shares · 8.22% · filing $35.71 · 52-week $21.29–$43.18 · range 55.4%

MBX Reported accumulation

MBX Biosciences

Wellington Management Group

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 5.0M +1.6M

Ownership 10.50% +3.00 pts

Latest stored close $53.25 10/08/26 View live quote ↗

52-week position 95.4% $9.63–$57.38

More filing data

Observation price$55.20

Filing price$61.74

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/10/26 filed

Schedule 13G amendment · 3.3M shares · 7.50% · filing $37.68 · 52-week $4.81–$35.55 · range 87.0%

USFD Reported accumulation

US FOODS HOLDING CORP.

Wellington Management Group

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 23.0M +7.3M

Ownership 10.45% +3.25 pts

Latest stored close $97.43 10/09/26 View live quote ↗

52-week position 98.9% $69.88–$102.62

More filing data

Observation price$102.25

Filing price$99.88

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 05/15/26 filed

Schedule 13G amendment · 15.8M shares · 7.20% · filing $82.38 · 52-week $57.36–$102.13 · range 77.8%

CNP Reported accumulation

CENTERPOINT ENERGY INC

T. Rowe Price Investment Management

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 66.5M +8.2M

Ownership 12.00% 0.00 pts

Latest stored close $38.42 10/08/26 View live quote ↗

52-week position 87.9% $35.46–$45.22

More filing data

Observation price$44.04

Filing price$44.05

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/17/26 filed

Schedule 13G amendment · 58.3M shares · 12.00% · filing $42.65 · 52-week $30.59–$40.50 · range 78.2%

LSCC Reported reduction

LATTICE SEMICONDUCTOR CORP

T. Rowe Price Investment Management

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 7.8M -8.5M

Ownership 12.00% 0.00 pts

Latest stored close $126.05 10/09/26 View live quote ↗

52-week position 96.3% $46.43–$157.01

More filing data

Observation price$152.96

Filing price$132.48

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 05/15/26 filed

Schedule 13G amendment · 16.2M shares · 12.00% · filing $120.11 · 52-week $34.69–$108.08 · range 79.1%

CPK Reported accumulation

CHESAPEAKE UTILITIES CORP

T. Rowe Price Investment Management

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.5M +188.4K

Ownership 12.00% 0.00 pts

Latest stored close $128.16 10/08/26 View live quote ↗

52-week position 16.7% $118.84–$140.59

More filing data

Observation price$122.48

Filing price$125.26

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/17/26 filed

Schedule 13G amendment · 2.3M shares · 12.00% · filing $134.71 · 52-week $115.12–$140.59 · range 37.8%

ATEX Initial Schedule 13G

ANTERIX INC

T. Rowe Price Investment Management

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.3M

Ownership 12.00%

Latest stored close $76.44 10/08/26 View live quote ↗

52-week position 98.9% $17.58–$103.91

More filing data

Observation price$102.94

Filing price$104.92

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earlier Form 13F quarter-end holding 08/14/26 filed

Form 13F quarter-end evidence · 2.3M shares · · filing

DNLI Reported accumulation

DENALI THERAPEUTICS INC

T. Rowe Price Investment Management

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 16.2M +7.7M

Ownership 12.00% 0.00 pts

Latest stored close $18.67 10/08/26 View live quote ↗

52-week position 95.4% $12.58–$26.36

More filing data

Observation price$25.72

Filing price$26.69

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 05/15/26 filed

Initial Schedule 13G · 8.5M shares · 12.00% · filing $18.62 · 52-week $10.57–$23.77 · range 65.4%

BDTX Earliest Schedule 13G amendment found

BLACK DIAMOND THERAPEUTICS I

T. Rowe Price Investment Management

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 4.0M

Ownership 12.00%

Latest stored close $1.83 10/07/26 View live quote ↗

52-week position 7.5% $1.60–$4.94

More filing data

Observation price$1.85

Filing price$1.90

Observed date06/30/26

Disclosure lag8 days

APGE Reported reduction

APOGEE THERAPEUTICS INC

T. Rowe Price Investment Management

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 773.0K -9.5M

Ownership 12.00% -4.80 pts

Latest stored close View live quote ↗

52-week position 99.6% $34.34–$133.16

More filing data

Observation price$132.73

Filing price$133.25

Observed date06/30/26

Disclosure lag8 days

Earlier filings (2 shown of 2)

Reported accumulation 04/08/26 filed

Schedule 13G amendment · 10.3M shares · 16.80% · filing $83.12 · 52-week $26.20–$85.04 · range 98.5%

Initial Schedule 13G 03/06/26 filed

Initial Schedule 13G · 6.2M shares · 12.00% · filing $73.05 · 52-week $26.20–$84.56 · range 75.1%

TWFG Reported reduction

TWFG INC

T. Rowe Price Investment Management

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 753.7K -1.3M

Ownership 12.00% -2.00 pts

Latest stored close $25.03 10/07/26 View live quote ↗

52-week position 39.2% $16.56–$35.69

More filing data

Observation price$24.05

Filing price$26.10

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 05/15/26 filed

Schedule 13G amendment · 2.1M shares · 14.00% · filing $18.16 · 52-week $16.56–$36.85 · range 9.0%

WBI Initial Schedule 13G

WATERBRIDGE INFRASTRUC-CL A

T. Rowe Price Investment Management

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 5.4M

Ownership 12.00%

Latest stored close $29.31 10/07/26 View live quote ↗

52-week position 89.0% $18.64–$36.21

More filing data

Observation price$34.27

Filing price$34.07

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earlier Form 13F quarter-end holding 05/15/26 filed

Form 13F quarter-end evidence · 2.2M shares · · filing

IDCC Reported accumulation

INTERDIGITAL INC

T. Rowe Price Associates

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.6M +392.7K

Ownership 12.00% 0.00 pts

Latest stored close $328.30 10/08/26 View live quote ↗

52-week position 35.1% $213.06–$412.60

More filing data

Observation price$283.13

Filing price$267.76

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/17/26 filed

Schedule 13G amendment · 2.2M shares · 12.00% · filing $366.42 · 52-week $169.58–$412.60 · range 61.2%

FN Earliest Schedule 13G amendment found

FABRINET

T. Rowe Price Associates

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 1.9M

Ownership 12.00%

Latest stored close $487.33 10/08/26 View live quote ↗

52-week position 60.8% $272.49–$748.89

More filing data

Observation price$562.08

Filing price$480.07

Observed date06/30/26

Disclosure lag8 days

GLUE Earliest Schedule 13G amendment found

MONTE ROSA THERAPEUTICS INC

T. Rowe Price Associates

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 8.9M

Ownership 12.00%

Latest stored close $10.32 10/08/26 View live quote ↗

52-week position 92.7% $4.12–$25.77

More filing data

Observation price$24.20

Filing price$24.06

Observed date06/30/26

Disclosure lag8 days

CBRS Reported accumulation

Cerebras Systems Inc.

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 28.9M +3.3M

Ownership 25.70% -20.90 pts

Latest stored close $167.92 10/08/26 View live quote ↗

52-week position 26.7% $160.81–$386.34

More filing data

Observation price$221.00

Filing price$181.72

Observed date06/30/26

Disclosure lag8 days

Earlier filings (2 shown of 2)

Earlier Form 13F quarter-end holding 08/13/26 filed

Form 13F quarter-end evidence · 8.4M shares · · filing

Initial Schedule 13G 06/05/26 filed

Initial Schedule 13G · 25.6M shares · 46.60% · filing $201.01 · 52-week $232.56–$386.34 · range 2.9%

CLYM Initial Schedule 13G

CLIMB BIO INC

Fidelity / FMR

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 6.8M

Ownership 12.00%

Latest stored close $10.86 10/08/26 View live quote ↗

52-week position 94.8% $1.19–$13.69

More filing data

Observation price$13.04

Filing price$13.57

Observed date06/30/26

Disclosure lag8 days

REAL Earliest Schedule 13G amendment found

TheRealReal, Inc.

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 6.2K

Ownership 12.00%

Latest stored close $9.75 10/09/26 View live quote ↗

52-week position 55.8% $4.71–$17.39

More filing data

Observation price$11.79

Filing price$10.47

Observed date06/30/26

Disclosure lag8 days

LITE Reported reduction

LUMENTUM HLDGS INC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 3.6K -3.8K

Ownership 12.00% 0.00 pts

Latest stored close $1,103.36 10/09/26 View live quote ↗

52-week position 77.2% $88.37–$1,085.68

More filing data

Observation price$858.06

Filing price$707.10

Observed date06/30/26

Disclosure lag8 days

Earlier filings (2 shown of 2)

Reported reduction 05/06/26 filed

Schedule 13G amendment · 7.5K shares · 12.00% · filing $944.28 · 52-week $45.65–$808.80 · range 86.1%

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 9.6K shares · 13.50% · filing $504.42 · 52-week $45.65–$401.60 · range 90.7%

MPWR Reported accumulation

MONOLITHIC POWER SYSTEMS INC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 5.2K +1.2K

Ownership 12.00% 0.00 pts

Latest stored close $1,386.29 10/09/26 View live quote ↗

52-week position 67.7% $686.87–$1,714.09

More filing data

Observation price$1,382.36

Filing price$1,315.51

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 4.0K shares · 12.00% · filing $1,155.99 · 52-week $438.86–$1,123.38 · range 68.3%

ANNX Reported accumulation

ANNEXON INC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 19.5K +9.3K

Ownership 12.00% +4.90 pts

Latest stored close $4.00 10/08/26 View live quote ↗

52-week position 72.4% $1.85–$7.18

More filing data

Observation price$5.71

Filing price$5.96

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 10.2K shares · 7.10% · filing $5.63 · 52-week $1.29–$5.66 · range 85.4%

G Earliest Schedule 13G amendment found

GENPACT LTD

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 10.4K

Ownership 12.00%

Latest stored close $34.67 10/08/26 View live quote ↗

52-week position 3.0% $26.85–$48.64

More filing data

Observation price$27.50

Filing price$29.34

Observed date06/30/26

Disclosure lag8 days

LIND Reported reduction

LINDBLAD EXPEDITIONS HOLDINGS

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 6.6K -4.1M

Ownership 12.00% 0.00 pts

Latest stored close $35.54 10/08/26 View live quote ↗

52-week position 90.6% $11.37–$30.00

More filing data

Observation price$28.24

Filing price$25.60

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 05/06/26 filed

Initial Schedule 13G · 4.1M shares · 12.00% · filing $21.70 · 52-week $7.45–$21.23 · range 71.5%

RELY Reported accumulation

REMITLY GLOBAL INC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 21.8K +11.0K

Ownership 12.00% 0.00 pts

Latest stored close $24.13 10/09/26 View live quote ↗

52-week position 80.5% $12.08–$24.92

More filing data

Observation price$22.41

Filing price$23.10

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 05/06/26 filed

Initial Schedule 13G · 10.7K shares · 12.00% · filing $23.73 · 52-week $12.08–$24.71 · range 28.4%

RBLX Earliest Schedule 13G amendment found

ROBLOX CORP

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 79.7K

Ownership 12.00%

Latest stored close $48.09 10/09/26 View live quote ↗

52-week position 12.9% $40.15–$150.59

More filing data

Observation price$54.38

Filing price$55.12

Observed date06/30/26

Disclosure lag8 days

ROKU Reported reduction

ROKU INC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 5.3K -11.7K

Ownership 12.00% -1.00 pts

Latest stored close $152.85 10/09/26 View live quote ↗

52-week position 84.7% $78.53–$148.88

More filing data

Observation price$138.14

Filing price$139.25

Observed date06/30/26

Disclosure lag8 days

Earlier filings (2 shown of 2)

Reported accumulation 05/06/26 filed

Schedule 13G amendment · 17.0K shares · 13.00% · filing $127.98 · 52-week $52.43–$116.66 · range 65.7%

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 13.7K shares · 12.00% · filing $86.05 · 52-week $52.43–$116.66 · range 87.3%

SOBO Initial Schedule 13G

SOUTH BOW CORP

Fidelity / FMR

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 21.9K +11.8K

Ownership 12.00% 0.00 pts

Latest stored close $33.22 10/09/26 View live quote ↗

52-week position 76.1% $25.02–$38.45

More filing data

Observation price$35.24

Filing price$36.77

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 10.1K shares · 12.00% · filing $29.01 · 52-week $21.16–$29.19 · range 78.6%

SIG Earliest Schedule 13G amendment found

SIGNET JEWELERS LTD

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.2K

Ownership 12.00%

Latest stored close $105.22 10/09/26 View live quote ↗

52-week position 37.8% $71.62–$110.20

More filing data

Observation price$86.20

Filing price$81.46

Observed date06/30/26

Disclosure lag8 days

QLTA Reported reduction

iShares Aaa - A Rated Corporate Bond ETF

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 23 -2.3K

Ownership 12.00% 0.00 pts

Latest stored close $44.98 10/07/26 View live quote ↗

52-week position 33.0% $46.78–$49.02

More filing data

Observation price$47.52

Filing price$46.97

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 2.3K shares · 12.00% · filing $48.16 · 52-week $45.81–$49.02 · range 71.0%

SKIN Reported reduction

SKINHEALTH SYSTEMS INC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 10.2M -7.0M

Ownership 12.00% -1.40 pts

Latest stored close $0.55 10/09/26 View live quote ↗

52-week position 6.6% $0.55–$2.69

More filing data

Observation price$0.69

Filing price$1.05

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 05/06/26 filed

Schedule 13G amendment · 17.2M shares · 13.40% · filing $0.93 · 52-week $0.76–$2.69 · range 6.9%

CYTK Reported reduction

CYTOKINETICS INC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 5.2K -5.9K

Ownership 12.00% 0.00 pts

Latest stored close $62.01 10/08/26 View live quote ↗

52-week position 94.4% $32.66–$88.31

More filing data

Observation price$85.19

Filing price$84.88

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 05/06/26 filed

Schedule 13G amendment · 11.1K shares · 12.00% · filing $74.84 · 52-week $29.31–$70.98 · range 87.8%

260 Reported reduction

CENTESSA PHARMACEUTICALS PLC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 1.8K -6.8M

Ownership 12.00% 0.00 pts

Latest stored close View live quote ↗

52-week position —

More filing data

Observation price

Filing price

Observed date06/30/26

Disclosure lag8 days

Earlier filings (2 shown of 3)

Reported reduction 05/06/26 filed

Schedule 13G amendment · 6.8M shares · 12.00% · filing

Reported accumulation 02/06/26 filed

Schedule 13G amendment · 11.0M shares · 12.20% · filing

1 older filing(s) are outside your plan’s history limit. Compare plans.

ECHO Reported reduction

ECHOSTAR CORP

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.9K -13.5K

Ownership 12.00% 0.00 pts

Latest stored close $93.36 10/08/26 View live quote ↗

52-week position 62.3% $26.04–$147.25

More filing data

Observation price$101.50

Filing price$96.28

Observed date06/30/26

Disclosure lag8 days

Earlier filings (2 shown of 3)

Reported reduction 05/06/26 filed

Schedule 13G amendment · 16.4K shares · 12.00% · filing $125.75 · 52-week $14.90–$132.25 · range 87.1%

Reported accumulation 02/06/26 filed

Schedule 13G amendment · 24.5K shares · 15.00% · filing $111.61 · 52-week $14.90–$132.25 · range 83.8%

1 older filing(s) are outside your plan’s history limit. Compare plans.

APGE Earliest Schedule 13G amendment found

APOGEE THERAPEUTICS INC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.5K

Ownership 12.00%

Latest stored close View live quote ↗

52-week position 99.6% $34.34–$133.16

More filing data

Observation price$132.73

Filing price$133.25

Observed date06/30/26

Disclosure lag8 days

COHR Reported reduction

COHERENT CORP

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 11.0K -11.6K

Ownership 12.00% -0.10 pts

Latest stored close $302.35 10/08/26 View live quote ↗

52-week position 87.2% $84.35–$440.00

More filing data

Observation price$394.47

Filing price$317.05

Observed date06/30/26

Disclosure lag8 days

Earlier filings (2 shown of 2)

Reported reduction 05/06/26 filed

Schedule 13G amendment · 22.6K shares · 12.10% · filing $344.67 · 52-week $45.58–$300.20 · range 75.7%

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 23.6K shares · 15.00% · filing $209.24 · 52-week $45.58–$200.19 · range 89.9%

MBX Reported reduction

MBX BIOSCIENCES INC

Fidelity / FMR

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 5.3K -2.9M

Ownership 12.00% 0.00 pts

Latest stored close $53.25 10/08/26 View live quote ↗

52-week position 95.4% $9.63–$57.38

More filing data

Observation price$55.20

Filing price$61.74

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 05/06/26 filed

Initial Schedule 13G · 2.9M shares · 12.00% · filing $32.12 · 52-week $4.81–$44.89 · range 62.5%

LYTS Initial Schedule 13G

LSI INDUSTRIES INC OHIO

Fidelity / FMR

Initial Schedule 13G

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 4.0K

Ownership 12.00%

Latest stored close $20.44 10/08/26 View live quote ↗

52-week position 92.5% $16.92–$27.36

More filing data

Observation price$26.58

Filing price$24.81

Observed date06/30/26

Disclosure lag8 days

SSRM Reported accumulation

SSR MINING INC.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 20.8M +1.7M

Ownership 12.00% 0.00 pts

Latest stored close $35.51 10/09/26 View live quote ↗

52-week position 66.8% $11.70–$36.52

More filing data

Observation price$28.28

Filing price$28.20

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 04/24/26 filed

Schedule 13G amendment · 19.0M shares · 12.00% · filing $30.55 · 52-week $8.65–$33.49 · range 83.5%

CABO Earliest Schedule 13G amendment found

Cable One, Inc.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 353.3K

Ownership 12.00%

Latest stored close $13.21 10/07/26 View live quote ↗

52-week position 9.6% $39.52–$180.74

More filing data

Observation price$53.11

Filing price$40.87

Observed date06/30/26

Disclosure lag8 days

CERT Earliest Schedule 13G amendment found

Certara, Inc.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 18.0M

Ownership 12.00%

Latest stored close $8.96 10/07/26 View live quote ↗

52-week position 22.3% $4.45–$13.88

More filing data

Observation price$6.55

Filing price$6.54

Observed date06/30/26

Disclosure lag8 days

CNXC Earliest Schedule 13G amendment found

Concentrix Corp

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 6.5M

Ownership 12.00%

Latest stored close $26.16 10/07/26 View live quote ↗

52-week position 7.6% $19.12–$62.14

More filing data

Observation price$22.41

Filing price$21.38

Observed date06/30/26

Disclosure lag8 days

CTKB Earliest Schedule 13G amendment found

Cytek Biosciences, Inc.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 9.4M

Ownership 12.00%

Latest stored close $5.34 10/07/26 View live quote ↗

52-week position 43.4% $3.09–$6.18

More filing data

Observation price$4.43

Filing price$4.39

Observed date06/30/26

Disclosure lag8 days

BLD* Earliest Schedule 13G amendment found

QXO Insulation, LLC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 497.9K

Ownership 12.00%

Latest stored close

52-week position —

More filing data

Observation price

Filing price

Observed date06/30/26

Disclosure lag8 days

SSTK Earliest Schedule 13G amendment found

Shutterstock, Inc.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.0M

Ownership 12.00%

Latest stored close $4.35 10/09/26 View live quote ↗

52-week position 7.5% $12.69–$29.50

More filing data

Observation price$13.95

Filing price$8.90

Observed date06/30/26

Disclosure lag8 days

XRAY Earliest Schedule 13G amendment found

DENTSPLY SIRONA INC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 25.3M

Ownership 12.60%

Latest stored close $8.83 10/09/26 View live quote ↗

52-week position 15.6% $9.41–$17.09

More filing data

Observation price$10.61

Filing price$11.78

Observed date06/30/26

Disclosure lag8 days

EMBC Earliest Schedule 13G amendment found

EMBECTA CORP

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 4.6M

Ownership 12.00%

Latest stored close $5.91 10/07/26 View live quote ↗

52-week position 3.8% $2.77–$15.55

More filing data

Observation price$3.26

Filing price$3.19

Observed date06/30/26

Disclosure lag8 days

EPAM Earliest Schedule 13G amendment found

EPAM SYSTEMS INC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 6.2M

Ownership 12.00%

Latest stored close $108.32 10/07/26 View live quote ↗

52-week position 4.2% $73.06–$222.53

More filing data

Observation price$79.35

Filing price$85.99

Observed date06/30/26

Disclosure lag8 days

EXC Earliest Schedule 13G amendment found

EXELON CORPORATION

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 103.7M

Ownership 12.00%

Latest stored close $41.76 10/09/26 View live quote ↗

52-week position 50.7% $42.47–$50.65

More filing data

Observation price$46.62

Filing price$47.28

Observed date06/30/26

Disclosure lag8 days

FATE Earliest Schedule 13G amendment found

FATE THERAPEUTICS INC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.2M

Ownership 12.00%

Latest stored close $2.18 10/09/26 View live quote ↗

52-week position 90.9% $0.91–$2.88

More filing data

Observation price$2.70

Filing price$2.93

Observed date06/30/26

Disclosure lag8 days

FWRD Earliest Schedule 13G amendment found

FORWARD AIR CORP

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 1.7M

Ownership 12.00%

Latest stored close $15.64 10/09/26 View live quote ↗

52-week position 23.0% $7.86–$32.47

More filing data

Observation price$13.51

Filing price$12.18

Observed date06/30/26

Disclosure lag8 days

GDYN Earliest Schedule 13G amendment found

GRID DYNAMICS HOLDINGS, INC.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 5.6M

Ownership 12.00%

Latest stored close $7.95 10/09/26 View live quote ↗

52-week position 7.4% $5.11–$12.86

More filing data

Observation price$5.68

Filing price$5.86

Observed date06/30/26

Disclosure lag8 days

IIIN Reported reduction

INSTEEL INDUSTRIES INC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 1.4M -1.4M

Ownership 12.00% -2.40 pts

Latest stored close $29.50 10/09/26 View live quote ↗

52-week position 33.8% $24.35–$41.64

More filing data

Observation price$30.20

Filing price$28.98

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 04/24/26 filed

Schedule 13G amendment · 2.8M shares · 14.40% · filing $25.24 · 52-week $22.49–$41.64 · range 58.1%

JELD Earliest Schedule 13G amendment found

JELD WEN Holding Inc

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.3M

Ownership 12.00%

Latest stored close $1.54 10/09/26 View live quote ↗

52-week position 9.5% $0.93–$6.98

More filing data

Observation price$1.50

Filing price$1.21

Observed date06/30/26

Disclosure lag8 days

LQDA Earliest Schedule 13G amendment found

LIQUIDIA CORP

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 10.6M

Ownership 12.00%

Latest stored close $27.38 10/09/26 View live quote ↗

52-week position 98.6% $11.85–$80.69

More filing data

Observation price$79.73

Filing price$79.47

Observed date06/30/26

Disclosure lag8 days

MTSI Earliest Schedule 13G amendment found

MACOM Technology Solutions Holdings Inc

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 8.0M

Ownership 12.00%

Latest stored close $330.06 10/09/26 View live quote ↗

52-week position 87.2% $118.16–$418.90

More filing data

Observation price$380.37

Filing price$305.23

Observed date06/30/26

Disclosure lag8 days

NHI Earliest Schedule 13G amendment found

NATIONAL HEALTH INVESTORS INC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 8.5M

Ownership 17.60%

Latest stored close $64.85 10/09/26 View live quote ↗

52-week position 35.5% $67.94–$91.38

More filing data

Observation price$76.26

Filing price$76.67

Observed date06/30/26

Disclosure lag8 days

NTST Reported accumulation

NETSTREIT Corp.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 13.5M +5.1M

Ownership 13.90% +1.90 pts

Latest stored close $17.45 10/09/26 View live quote ↗

52-week position 91.2% $16.71–$21.56

More filing data

Observation price$21.13

Filing price$21.88

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 04/24/26 filed

Schedule 13G amendment · 8.4M shares · 12.00% · filing $20.56 · 52-week $14.00–$21.30 · range 66.2%

NIC Earliest Schedule 13G amendment found

NICOLET BANKSHARES INC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 2.8M

Ownership 13.00%

Latest stored close $162.79 10/09/26 View live quote ↗

52-week position 99.7% $114.12–$165.55

More filing data

Observation price$165.39

Filing price$161.41

Observed date06/30/26

Disclosure lag8 days

PRAA Earliest Schedule 13G amendment found

PRA GROUP INC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 3.1M

Ownership 12.00%

Latest stored close $20.03 10/09/26 View live quote ↗

52-week position 71.1% $10.25–$22.55

More filing data

Observation price$18.99

Filing price$17.51

Observed date06/30/26

Disclosure lag8 days

POOL Earliest Schedule 13G amendment found

POOL CORP

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 3.8M

Ownership 12.00%

Latest stored close $159.54 10/09/26 View live quote ↗

52-week position 24.5% $172.68–$345.00

More filing data

Observation price$214.90

Filing price$204.20

Observed date06/30/26

Disclosure lag8 days

RGP Earliest Schedule 13G amendment found

RESOURCES CONNECTION, INC.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 667.8K

Ownership 12.00%

Latest stored close $2.83 10/09/26 View live quote ↗

52-week position 36.7% $3.06–$6.30

More filing data

Observation price$4.25

Filing price$4.61

Observed date06/30/26

Disclosure lag8 days

SNBRQ Earliest Schedule 13G amendment found

SLEEP NUMBER CORPORATION

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 11

Ownership 12.00%

Latest stored close $0.02 10/09/26 View live quote ↗

52-week position 0.1% $0.01–$13.94

More filing data

Observation price$0.02

Filing price$0.03

Observed date06/30/26

Disclosure lag8 days

UHT Reported reduction

UNIVERSAL HEALTH REALTY INCOME TRUST

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 1.1M -849.4K

Ownership 12.00% -2.30 pts

Latest stored close $37.57 10/09/26 View live quote ↗

52-week position 91.1% $35.26–$44.70

More filing data

Observation price$43.86

Filing price$43.70

Observed date06/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 01/21/26 filed

Schedule 13G amendment · 2.0M shares · 14.30% · filing $39.64 · 52-week $34.56–$43.00 · range 55.1%

VITL Earliest Schedule 13G amendment found

Vital Farms, Inc.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 3.0M

Ownership 12.00%

Latest stored close $9.33 10/09/26 View live quote ↗

52-week position 8.1% $7.95–$53.13

More filing data

Observation price$11.63

Filing price$12.32

Observed date06/30/26

Disclosure lag8 days

WRBY Earliest Schedule 13G amendment found

Warby Parker Inc.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 15.0M

Ownership 14.00%

Latest stored close $25.30 10/09/26 View live quote ↗

52-week position 95.9% $14.96–$31.00

More filing data

Observation price$30.34

Filing price$27.67

Observed date06/30/26

Disclosure lag8 days

ASH Earliest Schedule 13G amendment found

ASHLAND INC.

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 5.6M

Ownership 12.30%

Latest stored close $70.67 10/07/26 View live quote ↗

52-week position 89.2% $46.30–$68.26

More filing data

Observation price$65.89

Filing price$63.70

Observed date06/30/26

Disclosure lag8 days

ADSK Earliest Schedule 13G amendment found

AUTODESK INC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 23.1M

Ownership 12.00%

Latest stored close $235.05 10/07/26 View live quote ↗

52-week position 6.2% $185.50–$329.09

More filing data

Observation price$194.42

Filing price$206.04

Observed date06/30/26

Disclosure lag8 days

SAM Earliest Schedule 13G amendment found

BOSTON BEER CO INC

BlackRock

Schedule 13G amendment

☆ Add to watchlist

Institutional score Jul 8, 2026 filed

Reported shares 947.2K

Ownership 12.00%

Latest stored close $170.51 10/09/26 View live quote ↗

52-week position 17.3% $158.68–$264.46

More filing data

Observation price$177.03

Filing price$178.28

Observed date06/30/26

Disclosure lag8 days