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Breakdown13F · Form 4
Shares outstanding 22.41M · Float 16.27M · 72.6% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Institutions13F, as of Jun 30, 2026
106 holders · 14.59M shares · 20 new positions · 56 increased · 29 reduced · 18 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Altai Capital Management, L.P. | 2.77M | 12.36% | 0 | Aug 13, 2026 |
| Morgan Stanley | 2.06M | 9.18% | +2.06Mnew | Aug 13, 2026 |
| Lagoda Investment Management, L.P. | 1.14M | 5.09% | +1.14Mnew | Aug 14, 2026 |
| Kimelman & Baird, LLC | 1.09M | 4.88% | +1.09Mnew | Aug 18, 2026 |
| BlackRock, Inc. | 1.06M | 4.75% | +1.06Mnew | Aug 7, 2026 |
| Silverberg Bernstein Capital Management LLC | 798.4K | 3.56% | +798.4Knew | Jul 7, 2026 |
| Vanguard Capital Management LLC | 711.5K | 3.18% | +711.5Knew | Aug 13, 2026 |
| BBR Partners, LLC | 446.8K | 1.99% | −70.5K | Aug 11, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Rishi Bajajincl. Altai Capital Management, LLC, Altai Capital Management, L.P. | 12.90% | 2.79M | 13D | Aug 4, 2025 ↗ |
| mccormack rileyincl. TCM Strategic Partners L.P., TCM Strategic GP LLC | 11.40% | 2.45M | 13D | Mar 19, 2025 ↗ |
| Ocho Investments LLCincl. Andris Upitis | 5.20% | 1.12M | 13D | Apr 15, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Rishi Bajaj | director, 10 percent owner: | 2.79M | 12.46% | May 4, 2026 |
| riley mccormack | director, 10 percent owner, officer: Chief Executive Officer | 2.42M | 10.80% | Mar 19, 2025 |
| Carle Ann Quinn | officer: EVP, Chief Operating Officer | 165.7K | 0.74% | May 18, 2026 |
| Charles Beck | officer: EVP, Chief Financial Officer | 117.3K | 0.52% | May 18, 2026 |
| Tony Rodriguez | officer: EVP, Chief Technology Officer | 89.3K | 0.40% | May 18, 2026 |
| Ken Sickles | officer: EVP, Chief Product Officer | 71.2K | 0.32% | May 18, 2026 |
| Sandeep Dadlani | director | 56.4K | 0.25% | May 1, 2026 |
| Kathleen Kool | director | 46.3K | 0.21% | May 1, 2026 |
| George Karamanos | officer: EVP, Chief Legal Officer | 44.5K | 0.20% | Feb 17, 2026 |
| LaShonda Anderson-Williams | director | 41.0K | 0.18% | May 1, 2026 |
1 ten-percent owner holds 614.5K shares by Form 4, outside the officers-and-directors figure above · 16 people have not refiled in the last 18 months (623.4K shares), so they are not in the figure above
Latest trades
No open-market trades in the last 12 months.
CongressHouse and Senate disclosures
Not reported.