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Breakdown13F · Form 4
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 66.83M · Float 58.74M · 87.9% 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
256 holders · 69.60M shares · 54 new positions · 163 increased · 54 reduced · 58 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.01M | 13.49% | +2.43M | Aug 7, 2026 |
| Jana Partners Management, LP | 6.75M | 10.10% | +6.3K | Aug 14, 2026 |
| UBS Group AG | 4.06M | 6.07% | +985.7K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 4.02M | 6.02% | −1.14M | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.76M | 4.13% | +81.2K | Aug 13, 2026 |
| Two Sigma Investments, LP | 2.72M | 4.07% | +484.5K | Aug 14, 2026 |
| State Street Corp | 2.52M | 3.77% | +405.6K | Aug 7, 2026 |
| Acadian Asset Management LLC | 2.37M | 3.55% | +604.1K | Aug 13, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| JANA Partners Management, LP | 10.30% | 6.76M | 13D | Mar 30, 2026 ↗ |
| BlackRock, Inc. | 9.10% | 5.91M | 13G | Oct 17, 2025 ↗ |
| Vanguard Portfolio Management | 8.31% | 5.48M | 13G | Apr 29, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| JANA Partners Management, LP | 10 percent owner | 6.76M | 10.12% | Jun 10, 2026 |
| Wael Mohamed | director, officer: CEO | 857.3K | 1.28% | Jun 16, 2026 |
| Corey E. Thomas | director, officer: Executive Chairman | 643.3K | 0.96% | Aug 17, 2026 |
| Rafeal E. Brown | officer: Chief Financial Officer | 467.0K | 0.70% | Dec 2, 2025 |
| Timothy M. Adams | officer: Chief Financial Officer | 186.9K | 0.28% | Nov 17, 2025 |
| Benjamin Nye | director | 95.5K | 0.14% | Jun 10, 2026 |
| Benjamin Holzman | director | 81.3K | 0.12% | Jun 10, 2026 |
| Judy Bruner | director | 69.8K | 0.10% | Jun 10, 2026 |
| Marc Evan Brown | director | 67.1K | 0.10% | Jun 10, 2026 |
| Christina Luconi | officer: Chief People Officer | 58.2K | 0.09% | Apr 9, 2025 |
5 ten-percent owners hold 13.77M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 12 people have not refiled in the last 18 months (4.12M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Apr 22, 2026 | Scott M. Murphyofficer: Chief Accounting Officer | Sale | 827 | $6.35 | 40,201 |
| Feb 23, 2026 | Scott M. Murphyofficer: Chief Accounting Officer | Sale | 1,267 | $6.51 | 21,372 |
| Jan 22, 2026 | Scott M. Murphyofficer: Chief Accounting Officer | Sale | 764 | $12.70 | 23,312 |
| Nov 28, 2025 | JANA Partners Management, LPdirector, 10 percent owner, other: See Remarks | Purchase | 41,545 | $15.71 | 6,760,149 |
| Nov 26, 2025 | Thomas E. Schodorfdirector | Purchase | 6,300 | $15.70 | 34,440 |
| Nov 24, 2025 | JANA Partners Management, LPdirector, 10 percent owner, other: See Remarks | Purchase | 150,000 | $14.13 | 6,668,604 |
| Nov 25, 2025 | JANA Partners Management, LPdirector, 10 percent owner, other: See Remarks | Purchase | 50,000 | $15.01 | 6,718,604 |
| Nov 24, 2025 | Scott M. Murphyofficer: Chief Accounting Officer | Sale | 1,370 | $13.97 | 24,482 |
| Nov 25, 2025 | Marc Evan Browndirector | Purchase | 3,000 | $15.21 | 51,882 |
| Nov 20, 2025 | Mike Burnsdirector | Purchase | 2,000 | $13.80 | 5,000 |
CongressHouse and Senate disclosures
Not reported.
