National Research
Turns healthcare feedback into experience-management insights.
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Breakdown13F · Form 4
Institutions 48.23%10.87M sharesInsiders 5.11%1.15M sharesOther 46.66%10.52M shares
Shares outstanding 22.54M · Float 11.84M · 52.5% free float
Institutions13F, as of Jun 30, 2026
124 holders · 10.87M shares · 18 new positions · 61 increased · 40 reduced · 14 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 2.03M | 9.01% | −605.9K | Aug 13, 2026 |
| BlackRock, Inc. | 1.06M | 4.71% | +85.5K | Aug 7, 2026 |
| Morgan Stanley | 859.3K | 3.81% | −142.6K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 666.6K | 2.96% | +3.7K | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 491.2K | 2.18% | +1.5K | Aug 11, 2026 |
| Willis Investment Counsel | 434.8K | 1.93% | +210.1K | Aug 3, 2026 |
| Geode Capital Management, LLC | 420.1K | 1.86% | +26.2K | Aug 12, 2026 |
| QV Investors Inc. | 372.5K | 1.65% | −8.8K | Jul 21, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Beans Patrick E.incl. Common Property Trust, Hays Michael D. +2 more | 45.70% | 10.31M | 13D | Jun 12, 2026 ↗ |
| Kayne Anderson Rudnick Investment Management, LLC | 11.70% | 2.66M | 13G | Feb 13, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Common Property Trust | 10 percent owner | 4.76M | 21.10% | Apr 10, 2025 |
| Trent S. Green | director, officer: Chief Executive Officer | 500.0K | 2.22% | Jun 3, 2025 |
| Shane R. Harrison | officer: EVP & Chief Financial Officer | 158.7K | 0.70% | Feb 19, 2026 |
| Helen Hrdy | officer: EVP & Chief Operating Officer | 140.5K | 0.62% | Dec 17, 2025 |
| David Burik | officer: EVP, Strategic Insights | 100.0K | 0.44% | Jan 16, 2026 |
| Andrew Monnich | officer: Chief Corp. Development Off. | 100.0K | 0.44% | Apr 9, 2025 |
| Jason Russell Rau | officer: Executive Vice President | 60.0K | 0.27% | Mar 13, 2026 |
| John N. Nunnelly | director | 40.4K | 0.18% | Jun 25, 2026 |
| Beans Patrick E | 10 percent owner | 35.5K | 0.16% | May 13, 2025 |
| Michael D. Hays | director, officer: Chairman | 20.2K | 0.09% | Jan 7, 2026 |
4 ten-percent owners hold 15.91M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 10 people have not refiled in the last 18 months (735.8K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Feb 17, 2026 | Shane R. Harrisonofficer: EVP & Chief Financial Officer | Purchase | 8,000 | $12.27 | 8,000 |
CongressHouse and Senate disclosures
Not reported.