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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 94.10M · Float 86.13M · 91.5% 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
487 holders · 127.09M shares · 125 new positions · 288 increased · 118 reduced · 72 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 16.39M | 17.42% | +3.84M | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 9.86M | 10.48% | +657.9K | Aug 13, 2026 |
| Lynrock Lake LP | 6.35M | 6.75% | −3.01M | Aug 14, 2026 |
| AQR Capital Management LLC | 4.79M | 5.09% | +2.43M | Aug 14, 2026 |
| LSV Asset Management | 4.54M | 4.82% | +1.11M | Aug 6, 2026 |
| Ameriprise Financial Inc | 4.52M | 4.80% | +360.3K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 4.09M | 4.35% | +74.7K | Aug 13, 2026 |
| Morgan Stanley | 3.98M | 4.23% | +1.43M | Aug 13, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Vanguard Portfolio Management | 9.79% | 9.27M | 13G | Apr 29, 2026 ↗ |
| Lynrock Lake LPincl. Paul Cynthia, Lynrock Lake Partners LLC | 6.60% | 6.21M | 13D | Jul 8, 2026 ↗ |
| Vanguard Capital Management | 5.12% | 4.82M | 13G | Jul 31, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Lynrock Lake LP | 10 percent owner | 6.21M | 6.60% | Feb 13, 2026 |
| Stephen Mcmillan | director, officer: President and CEO | 762.4K | 0.81% | May 13, 2026 |
| John Ederer | officer: Chief Financial Officer | 368.4K | 0.39% | May 20, 2026 |
| Sumeet Arora | officer: Chief Product Officer | 250.8K | 0.27% | May 20, 2026 |
| Michael D. Hutchinson | officer: Chief Operating Officer | 220.0K | 0.23% | Mar 10, 2026 |
| Scot Frazier Rogers | officer: Chief Administrative Officer | 216.6K | 0.23% | Jun 17, 2026 |
| Richard J. Petley | officer: Chief Revenue Officer | 188.6K | 0.20% | Jun 2, 2026 |
| Kathleen R. Cullen-Cote | officer: Chief People Officer | 142.7K | 0.15% | Mar 10, 2025 |
| Margaret A. Treese | officer: Chief Legal Officer | 142.3K | 0.15% | Mar 10, 2025 |
| Charles T. Smotherman | officer: Interim Chief Financial Ofcr | 114.6K | 0.12% | Mar 27, 2025 |
2 ten-percent owners hold 6.70M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 30 people have not refiled in the last 18 months (2.81M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 8, 2026 | Timothy C. K. Choudirector | Sale | 5,657 | $33.72 | 39,210 |
| Jun 1, 2026 | Richard J. Petleyofficer: Chief Revenue Officer | Sale · 2 lots | 17,227 | $35.00 | 188,571 |
| May 22, 2026 | Todd McElhattondirector | Sale | 15,000 | $33.47 | 26,665 |
| May 19, 2026 | Sumeet Aroraofficer: Chief Product Officer | Sale | 15,000 | $33.00 | 250,772 |
| May 12, 2026 | Stephen Mcmillandirector, officer: President and CEO | Sale | 20,000 | $31.71 | 762,446 |
| May 7, 2026 | Richard J. Petleyofficer: Chief Revenue Officer | Sale | 34,317 | $30.84 | 207,627 |
| May 7, 2026 | Sumeet Aroraofficer: Chief Product Officer | Sale | 2,645 | $30.84 | 301,452 |
| Feb 26, 2026 | Stephen Mcmillandirector, officer: President and CEO | Sale | 50,000 | $30.26 | 663,190 |
| Feb 24, 2026 | Michael P. Gianonidirector | Sale | 25,000 | $29.97 | 31,523 |
| Feb 11, 2026 | Lynrock Lake LP10 percent owner | Sale · 3 lots | 61,990 | $40.29 | 9,354,676 |
CongressHouse and Senate disclosures
Not reported.
