North Reef Capital Management LP
· Added
Change
+949K
Date
Q1 2026
II
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
North Reef Capital Management LP
· Added
Change
+949K
Date
Q1 2026
|
North Reef Capital Management LP | Added· Q1 2026 | – | +949K | – | Q1 2026 | |||||
|
William Blair Investment Management, LLC
· Added
Change
+791K
Date
Q1 2026
|
William Blair Investment Management, LLC | Added· Q1 2026 | – | +791K | – | Q1 2026 | |||||
|
First Eagle Investment Management, LLC
· New
Change
+382K
Date
Q1 2026
|
First Eagle Investment Management, LLC | New· Q1 2026 | – | +382K | – | Q1 2026 | |||||
|
Punch & Associates Investment Management, Inc.
· Added
Change
+255K
Date
Q1 2026
|
Punch & Associates Investment Management, Inc. | Added· Q1 2026 | – | +255K | – | Q1 2026 | |||||
|
Wasatch Advisors LP
· Added
Change
+109K
Date
Q1 2026
|
Wasatch Advisors LP | Added· Q1 2026 | – | +109K | – | Q1 2026 | |||||
|
Royce & Associates LP
· Added
Change
+79K
Date
Q1 2026
|
Royce & Associates LP | Added· Q1 2026 | – | +79K | – | Q1 2026 | |||||
|
Victory Capital Management Inc
· Added
Change
+74K
Date
Q1 2026
|
Victory Capital Management Inc | Added· Q1 2026 | – | +74K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
Change
+70K
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | – | +70K | – | Q1 2026 | |||||
|
Dimensional
· Added
Change
+69K
Date
Q1 2026
|
Dimensional | Added· Q1 2026 | – | +69K | – | Q1 2026 | |||||
|
Heartland Advisors Inc
· Added
Change
+60K
Date
Q1 2026
|
Heartland Advisors Inc | Added· Q1 2026 | – | +60K | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+51K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +51K | – | Q1 2026 | |||||
|
Confluence Investment Management LLC
· Added
Change
+38K
Date
Q1 2026
|
Confluence Investment Management LLC | Added· Q1 2026 | – | +38K | – | Q1 2026 | |||||
|
Hrt Financial LP
· New
Change
+36K
Date
Q1 2026
|
Hrt Financial LP | New· Q1 2026 | – | +36K | – | Q1 2026 | |||||
|
Forager Capital Management, LLC
· Added
Change
+30K
Date
Q1 2026
|
Forager Capital Management, LLC | Added· Q1 2026 | – | +30K | – | Q1 2026 | |||||
|
Crosslink Capital Inc
· Added
Change
+15K
Date
Q1 2026
|
Crosslink Capital Inc | Added· Q1 2026 | – | +15K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Daily Gregory S.
· Director
Buy
+$962K
|
Daily Gregory S. | Director | Buy | $19.23 | +50K | +$962K | 50K | – | May 14, 2026 | May 14, 2026 | |||||||||
|
Christians Paul
· Officer
Sell
−$142K
|
Christians Paul | Officer | Sell | $23.23 | −6K | −$142K | 31K | – | Mar 6, 2026 | Mar 9, 2026 | |||||||||
|
Stanford Frederick
· Officer
Tax withholding or exercise payment (F)
-$101K
|
Stanford Frederick | Officer | Tax withholding or exercise payment (F) | $21.88 | -5K | -$101K | 35K | – | Feb 11, 2026 | Feb 12, 2026 | |||||||||
|
Maple Paul
· Officer
Tax withholding or exercise payment (F)
-$73K
|
Maple Paul | Officer | Tax withholding or exercise payment (F) | $21.88 | -3K | -$73K | 39K | – | Feb 11, 2026 | Feb 12, 2026 | |||||||||
|
Whitson Clay M.
· Director, Officer
Tax withholding or exercise payment (F)
-$95K
|
Whitson Clay M. | Director, Officer | Tax withholding or exercise payment (F) | $21.88 | -4K | -$95K | 71K | – | Feb 11, 2026 | Feb 12, 2026 | |||||||||
|
Smith Geoffrey C.
· Officer
Tax withholding or exercise payment (F)
-$95K
|
Smith Geoffrey C. | Officer | Tax withholding or exercise payment (F) | $21.88 | -4K | -$95K | 56K | – | Feb 11, 2026 | Feb 12, 2026 | |||||||||
|
Christians Paul
· Officer
Tax withholding or exercise payment (F)
-$85K
|
Christians Paul | Officer | Tax withholding or exercise payment (F) | $21.88 | -4K | -$85K | 37K | – | Feb 11, 2026 | Feb 12, 2026 | |||||||||
|
Laisure Christopher
· Officer
Tax withholding or exercise payment (F)
-$54K
|
Laisure Christopher | Officer | Tax withholding or exercise payment (F) | $21.88 | -2K | -$54K | 52K | – | Feb 11, 2026 | Feb 12, 2026 | |||||||||
|
Stanford Frederick
· Officer
Grant (A)
180K
|
Stanford Frederick | Officer | Grant (A) | – | 180K | – | 180K | – | Feb 10, 2026 | Feb 12, 2026 | |||||||||
|
Maple Paul
· Officer
Grant (A)
135K
|
Maple Paul | Officer | Grant (A) | – | 135K | – | 135K | – | Feb 10, 2026 | Feb 12, 2026 | |||||||||
|
Wilds David M.
· Director
Grant (A)
6K
|
Wilds David M. | Director | Grant (A) | – | 6K | – | 10K | – | Feb 10, 2026 | Feb 12, 2026 | |||||||||
|
Whitson Clay M.
· Director, Officer
Grant (A)
180K
|
Whitson Clay M. | Director, Officer | Grant (A) | – | 180K | – | 180K | – | Feb 10, 2026 | Feb 12, 2026 | |||||||||
|
McKenna Timothy
· Director
Grant (A)
6K
|
McKenna Timothy | Director | Grant (A) | – | 6K | – | 10K | – | Feb 10, 2026 | Feb 12, 2026 | |||||||||
|
Smith Geoffrey C.
· Officer
Grant (A)
180K
|
Smith Geoffrey C. | Officer | Grant (A) | – | 180K | – | 180K | – | Feb 10, 2026 | Feb 12, 2026 | |||||||||
|
Courtney Elizabeth S.
· Director
Grant (A)
6K
|
Courtney Elizabeth S. | Director | Grant (A) | – | 6K | – | 10K | – | Feb 10, 2026 | Feb 12, 2026 | |||||||||
N
A
M
G
A
A
144 reporting institutions disclosed IIIV 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.