ES
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Driehaus Capital Management LLC
· New
Change
+492K
Date
Q1 2026
|
Driehaus Capital Management LLC | New· Q1 2026 | – | +492K | – | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· Exited
Change
−328K
Δ Own
−100.0%
Date
Q1 2026
|
Balyasny Asset Management L.P. | Exited· Q1 2026 | – | −328K | −100.0% | Q1 2026 | |||||
|
Marshall Wace, LLP
· New
Change
+286K
Date
Q1 2026
|
Marshall Wace, LLP | New· Q1 2026 | – | +286K | – | Q1 2026 | |||||
|
Mackenzie Financial Corp
· Added
Change
+246K
Date
Q1 2026
|
Mackenzie Financial Corp | Added· Q1 2026 | – | +246K | – | Q1 2026 | |||||
|
Algert Global LLC
· Added
Change
+219K
Date
Q1 2026
|
Algert Global LLC | Added· Q1 2026 | – | +219K | – | Q1 2026 | |||||
|
Needham Investment Management LLC
· Added
Change
+215K
Date
Q1 2026
|
Needham Investment Management LLC | Added· Q1 2026 | – | +215K | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
Change
+176K
Δ Own
+244.4%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | – | +176K | +244.4% | Q1 2026 | |||||
|
Thompson Siegel & Walmsley LLC
· New
Change
+175K
Date
Q1 2026
|
Thompson Siegel & Walmsley LLC | New· Q1 2026 | – | +175K | – | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· New
Change
+152K
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | New· Q1 2026 | – | +152K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Added
Change
+150K
Δ Own
+221.3%
Date
Q1 2026
|
Renaissance Technologies LLC | Added· Q1 2026 | – | +150K | +221.3% | Q1 2026 | |||||
|
Los Angeles Capital Management LLC
· New
Change
+126K
Date
Q1 2026
|
Los Angeles Capital Management LLC | New· Q1 2026 | – | +126K | – | Q1 2026 | |||||
|
Wexford Capital LP
· Reduced
Change
−121K
Date
Q1 2026
|
Wexford Capital LP | Reduced· Q1 2026 | – | −121K | – | Q1 2026 | |||||
|
Vanguard
· Added
Change
+111K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +111K | – | Q1 2026 | |||||
|
Fourworld Capital Management LLC
· Exited
Change
−80K
Δ Own
−100.0%
Date
Q1 2026
|
Fourworld Capital Management LLC | Exited· Q1 2026 | – | −80K | −100.0% | Q1 2026 | |||||
|
Bank of America Corp
· Added
Change
+77K
Date
Q1 2026
|
Bank of America Corp | Added· Q1 2026 | – | +77K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Taylor Troy Alan
· Officer
Tax withholding or exercise payment (F)
-498
|
Taylor Troy Alan | Officer | Tax withholding or exercise payment (F) | – | -498 | – | 8K | −5.6% | Jun 22, 2026 | Jun 22, 2026 | |||||||||
|
Reynolds Douglas V
· Director
Buy
+$98K
|
Reynolds Douglas V | Director | Buy | $16.26 | +6K | +$98K | 1.5M | +0.4% | Jun 18, 2026 | Jun 22, 2026 | |||||||||
|
Reynolds Marshall T.
· Director
Sell
−$525K
|
Reynolds Marshall T. | Director | Sell | $14.98 | −35K | −$525K | 1.2M | – | Jun 1, 2026 | Jun 2, 2026 | |||||||||
|
Reynolds Marshall T.
· Director
Sell
−$1.0M
|
Reynolds Marshall T. | Director | Sell | $15.70 | −65K | −$1.0M | 1.3M | – | May 29, 2026 | Jun 2, 2026 | |||||||||
|
Reynolds Marshall T.
· Director
Sell
−$706K
|
Reynolds Marshall T. | Director | Sell | $16.32 | −43K | −$706K | 1.3M | – | May 28, 2026 | May 28, 2026 | |||||||||
|
Reynolds Marshall T.
· Director
Sell
−$976K
|
Reynolds Marshall T. | Director | Sell | $17.19 | −57K | −$976K | 1.4M | – | May 27, 2026 | May 28, 2026 | |||||||||
|
Prince Mark
· Director
Sell
−$587K
|
Prince Mark | Director | Sell | $17.80 | −33K | −$587K | 67K | – | May 27, 2026 | May 28, 2026 | |||||||||
|
Reynolds Douglas V
· Director, Officer, 10% Owner
Buy
+$64K
|
Reynolds Douglas V | Director, Officer, 10% Owner | Buy | $13.26 | +5K | +$64K | 1.5M | – | Mar 20, 2026 | Mar 23, 2026 | |||||||||
|
Reynolds Douglas V
· Director, Officer, 10% Owner
Buy
+$20K
|
Reynolds Douglas V | Director, Officer, 10% Owner | Buy | $13.04 | +2K | +$20K | 1.5M | – | Mar 19, 2026 | Mar 23, 2026 | |||||||||
|
Crimmel Charles P.
· Officer
Tax withholding or exercise payment (F)
-521
|
Crimmel Charles P. | Officer | Tax withholding or exercise payment (F) | – | -521 | – | 8K | – | Jan 29, 2026 | Jan 30, 2026 | |||||||||
|
Crimmel Charles P.
· Officer
Grant (A)
3K
|
Crimmel Charles P. | Officer | Grant (A) | – | 3K | – | 9K | – | Jan 29, 2026 | Jan 30, 2026 | |||||||||
|
Reynolds Douglas V
· Director, Officer, 10% Owner
Buy
+$32K
|
Reynolds Douglas V | Director, Officer, 10% Owner | Buy | $8.07 | +4K | +$32K | 1.5M | – | Dec 19, 2025 | Dec 23, 2025 | |||||||||
|
Reynolds Douglas V
· Director, Officer, 10% Owner
Buy
+$22K
|
Reynolds Douglas V | Director, Officer, 10% Owner | Buy | $8.35 | +3K | +$22K | 1.5M | – | Dec 18, 2025 | Dec 23, 2025 | |||||||||
|
Reynolds Douglas V
· Director, Officer, 10% Owner
Buy
+$22K
|
Reynolds Douglas V | Director, Officer, 10% Owner | Buy | $8.65 | +2K | +$22K | 1.5M | – | Dec 17, 2025 | Dec 23, 2025 | |||||||||
|
Reynolds Douglas V
· Director, Officer, 10% Owner
Tax withholding or exercise payment (F)
-3K
|
Reynolds Douglas V | Director, Officer, 10% Owner | Tax withholding or exercise payment (F) | – | -3K | – | 1.5M | – | Dec 17, 2025 | Dec 23, 2025 | |||||||||
103 reporting institutions disclosed ESOA 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.