L1 Capital Pty Ltd
· Added
Change
+5.0M
Date
Q1 2026
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
L1 Capital Pty Ltd
· Added
Change
+5.0M
Date
Q1 2026
|
L1 Capital Pty Ltd | Added· Q1 2026 | – | +5.0M | – | Q1 2026 | |||||
|
Sio Capital Management, LLC
· Added
Change
+3.5M
Date
Q1 2026
|
Sio Capital Management, LLC | Added· Q1 2026 | – | +3.5M | – | Q1 2026 | |||||
|
Bvf Inc
· New
Change
+3.0M
Date
Q1 2026
|
Bvf Inc | New· Q1 2026 | – | +3.0M | – | Q1 2026 | |||||
|
Nantahala Capital Management, LLC
· Added
Change
+3.0M
Date
Q1 2026
|
Nantahala Capital Management, LLC | Added· Q1 2026 | – | +3.0M | – | Q1 2026 | |||||
|
Ra Capital Management, L.P.
· New
Change
+3.0M
Date
Q1 2026
|
Ra Capital Management, L.P. | New· Q1 2026 | – | +3.0M | – | Q1 2026 | |||||
|
BlackRock
· Added
Change
+2.9M
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +2.9M | – | Q1 2026 | |||||
|
FMR LLC
· Added
Change
+2.9M
Δ Own
+7220.9%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | – | +2.9M | +7220.9% | Q1 2026 | |||||
|
Adar1 Capital Management, LLC
· Added
Change
+2.6M
Date
Q1 2026
|
Adar1 Capital Management, LLC | Added· Q1 2026 | – | +2.6M | – | Q1 2026 | |||||
|
Perceptive Advisors LLC
· Added
Change
+1.8M
Date
Q1 2026
|
Perceptive Advisors LLC | Added· Q1 2026 | – | +1.8M | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Reduced
Change
−1.4M
Date
Q1 2026
|
JPMorgan Chase & Co | Reduced· Q1 2026 | – | −1.4M | – | Q1 2026 | |||||
|
Vestal Point Capital, LP
· New
Change
+1.1M
Date
Q1 2026
|
Vestal Point Capital, LP | New· Q1 2026 | – | +1.1M | – | Q1 2026 | |||||
|
Geode
· Added
Change
+1.0M
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +1.0M | – | Q1 2026 | |||||
|
Vanguard
· Added
Change
+991K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +991K | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+891K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +891K | – | Q1 2026 | |||||
|
State Street
· Added
Change
+865K
Date
Q1 2026
|
State Street | Added· Q1 2026 | – | +865K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
L1 Capital Pty Ltd
· 10% Owner
Sell
−$1.7M
|
L1 Capital Pty Ltd | 10% Owner | Sell | $8.09 | −209K | −$1.7M | 7.3M | −2.8% | Jul 28, 2026 | Jul 29, 2026 | |||||||||
|
L1 Capital Pty Ltd
· 10% Owner
Sell
−$1.9M
|
L1 Capital Pty Ltd | 10% Owner | Sell | $8.19 | −233K | −$1.9M | 7.6M | −3.0% | Jul 27, 2026 | Jul 29, 2026 | |||||||||
|
L1 Capital Pty Ltd
· 10% Owner
Other Form 4 event (S, derivative)
-$394K
|
L1 Capital Pty Ltd | 10% Owner | Other Form 4 event (S, derivative) | $8.15 | -48K | -$394K | 5.4M | – | Jul 27, 2026 | Jul 28, 2026 | |||||||||
|
L1 Capital Pty Ltd
· 10% Owner
Sell
−$187K
|
L1 Capital Pty Ltd | 10% Owner | Sell | $8.13 | −23K | −$187K | 7.8M | −0.3% | Jul 24, 2026 | Jul 28, 2026 | |||||||||
|
Moss Gregory S.
· Director
2 operations
0
|
Moss Gregory S. | Director | 2 operations | – | 0 | – | 35K | – | Jun 7, 2026 | Jun 9, 2026 | |||||||||
|
Roberts David B.
· Director
2 operations
0
|
Roberts David B. | Director | 2 operations | – | 0 | – | 35K | – | Jun 7, 2026 | Jun 9, 2026 | |||||||||
|
McDonnell Matthew
· CFO
4 operations
0
|
McDonnell Matthew | CFO | 4 operations | $4.84–$6.32 | 0 | – | 0 | – | Jun 5, 2026 | Jun 9, 2026 | |||||||||
|
McDonnell Matthew
· CFO
Tax withholding or exercise payment (F)
-$389K
|
McDonnell Matthew | CFO | Tax withholding or exercise payment (F) | $9.83 | -40K | -$389K | 22K | – | Jun 5, 2026 | Jun 9, 2026 | |||||||||
|
Knight Susan Elizabeth
· Director
Buy
+$102K
|
Knight Susan Elizabeth | Director | Buy | $9.29 | +11K | +$102K | 11K | – | Jun 2, 2026 | Jun 4, 2026 | |||||||||
|
McDonnell Matthew
· Officer
Grant (A)
79K
|
McDonnell Matthew | Officer | Grant (A) | – | 79K | – | 79K | – | Mar 4, 2026 | Mar 6, 2026 | |||||||||
|
L1 Capital Pty Ltd
· 10% Owner
Buy
+$29M
|
L1 Capital Pty Ltd | 10% Owner | Buy | $5.75 | +5.0M | +$29M | 13.2M | – | Jan 22, 2026 | Feb 9, 2026 | |||||||||
|
St Denis David
· Director, Officer
2 operations
0
|
St Denis David | Director, Officer | 2 operations | – | 0 | – | 333K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
St Denis David
· Director, Officer
Tax withholding or exercise payment (F)
-$325K
|
St Denis David | Director, Officer | Tax withholding or exercise payment (F) | $4.95 | -66K | -$325K | 101K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
McDonnell Matthew
· Officer
2 operations
0
|
McDonnell Matthew | Officer | 2 operations | – | 0 | – | 56K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Paterson Wayne
· Director, Officer
2 operations
0
|
Paterson Wayne | Director, Officer | 2 operations | – | 0 | – | 667K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
N
A
M
G
A
A
124 reporting institutions disclosed AVR position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.