LR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Impactive Capital LP
· New
+$90M
Change
+1.1M
Date
Q1 2026
|
Impactive Capital LP | New· Q1 2026 | +$90M | +1.1M | – | Q1 2026 | |||||
|
Janus Henderson Group PLC
· Added
+$70M
Change
+863K
Date
Q1 2026
|
Janus Henderson Group PLC | Added· Q1 2026 | +$70M | +863K | – | Q1 2026 | |||||
|
Fuller & Thaler Asset Management, Inc.
· New
+$58M
Change
+716K
Date
Q1 2026
|
Fuller & Thaler Asset Management, Inc. | New· Q1 2026 | +$58M | +716K | – | Q1 2026 | |||||
|
Voss Capital, LP
· Added
+$58M
Change
+712K
Date
Q1 2026
|
Voss Capital, LP | Added· Q1 2026 | +$58M | +712K | – | Q1 2026 | |||||
|
FMR LLC
· Added
+$40M
Change
+498K
Δ Own
+149.8%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$40M | +498K | +149.8% | Q1 2026 | |||||
|
Khrom Capital Management LLC
· Added
+$32M
Change
+392K
Date
Q1 2026
|
Khrom Capital Management LLC | Added· Q1 2026 | +$32M | +392K | – | Q1 2026 | |||||
|
Bank of Nova Scotia
· New
+$28M
Change
+350K
Date
Q1 2026
|
Bank of Nova Scotia | New· Q1 2026 | +$28M | +350K | – | Q1 2026 | |||||
|
Fred Alger Management, LLC
· New
+$26M
Change
+326K
Date
Q1 2026
|
Fred Alger Management, LLC | New· Q1 2026 | +$26M | +326K | – | Q1 2026 | |||||
|
Breach Inlet Capital Management, LLC
· Added
+$25M
Change
+303K
Date
Q1 2026
|
Breach Inlet Capital Management, LLC | Added· Q1 2026 | +$25M | +303K | – | Q1 2026 | |||||
|
Simcoe Capital Management, LLC
· New
+$24M
Change
+302K
Date
Q1 2026
|
Simcoe Capital Management, LLC | New· Q1 2026 | +$24M | +302K | – | Q1 2026 | |||||
|
Principal Financial Group Inc
· Added
+$24M
Change
+300K
Date
Q1 2026
|
Principal Financial Group Inc | Added· Q1 2026 | +$24M | +300K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
+$22M
Change
+267K
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | +$22M | +267K | – | Q1 2026 | |||||
|
Wellington Management Group LLP
· Added
+$16M
Change
+203K
Δ Own
+97.7%
Date
Q1 2026
|
Wellington Management Group LLP | Added· Q1 2026 | +$16M | +203K | +97.7% | Q1 2026 | |||||
|
Susquehanna International Group, LLP
· Added
+$10M
Change
+127K
Date
Q1 2026
|
Susquehanna International Group, LLP | Added· Q1 2026 | +$10M | +127K | – | Q1 2026 | |||||
|
Fiera Capital Corp
· Added
+$10M
Change
+125K
Date
Q1 2026
|
Fiera Capital Corp | Added· Q1 2026 | +$10M | +125K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Shepherd Brian A.
· Director
Grant (A)
1K
|
Shepherd Brian A. | Director | Grant (A) | – | 1K | – | 1K | – | Jul 29, 2026 | Jul 31, 2026 | |||||||||
|
Goldthwaite Todd
· Officer
Tax withholding or exercise payment (F)
-$399K
|
Goldthwaite Todd | Officer | Tax withholding or exercise payment (F) | $97.71 | -4K | -$399K | 100K | −3.9% | Jul 29, 2026 | Jul 31, 2026 | |||||||||
|
Goldthwaite Todd
· Officer
Grant (A)
11K
|
Goldthwaite Todd | Officer | Grant (A) | – | 11K | – | 105K | +11.8% | Jul 29, 2026 | Jul 31, 2026 | |||||||||
|
Blackman Donna
· Officer
Tax withholding or exercise payment (F)
-$3.7M
|
Blackman Donna | Officer | Tax withholding or exercise payment (F) | $97.71 | -38K | -$3.7M | 167K | −18.6% | Jul 29, 2026 | Jul 31, 2026 | |||||||||
|
Blackman Donna
· Officer
Grant (A)
77K
|
Blackman Donna | Officer | Grant (A) | – | 77K | – | 206K | +60.3% | Jul 29, 2026 | Jul 31, 2026 | |||||||||
|
McMullen Greerson Greene
· Officer
Tax withholding or exercise payment (F)
-$31K
|
McMullen Greerson Greene | Officer | Tax withholding or exercise payment (F) | $84.36 | -363 | -$31K | 13K | – | Mar 15, 2026 | Mar 17, 2026 | |||||||||
|
Rhyu James Jeaho
· Director, Officer
Gift (G)
-1K
|
Rhyu James Jeaho | Director, Officer | Gift (G) | – | -1K | – | 733K | – | Feb 19, 2026 | Feb 20, 2026 | |||||||||
|
Rhyu James Jeaho
· Director, Officer
Tax withholding or exercise payment (F)
-$782K
|
Rhyu James Jeaho | Director, Officer | Tax withholding or exercise payment (F) | $84.25 | -9K | -$782K | 735K | – | Feb 18, 2026 | Feb 20, 2026 | |||||||||
|
Goldthwaite Todd
· Officer
Tax withholding or exercise payment (F)
-$30K
|
Goldthwaite Todd | Officer | Tax withholding or exercise payment (F) | $84.25 | -354 | -$30K | 94K | – | Feb 18, 2026 | Feb 20, 2026 | |||||||||
|
Blackman Donna
· Officer
Tax withholding or exercise payment (F)
-$188K
|
Blackman Donna | Officer | Tax withholding or exercise payment (F) | $84.25 | -2K | -$188K | 128K | – | Feb 18, 2026 | Feb 20, 2026 | |||||||||
|
Rhyu James Jeaho
· Director, Officer
Tax withholding or exercise payment (F)
-$571K
|
Rhyu James Jeaho | Director, Officer | Tax withholding or exercise payment (F) | $87.51 | -7K | -$571K | 744K | – | Feb 9, 2026 | Feb 10, 2026 | |||||||||
|
Goldthwaite Todd
· Officer
Tax withholding or exercise payment (F)
-$8K
|
Goldthwaite Todd | Officer | Tax withholding or exercise payment (F) | $87.51 | -88 | -$8K | 94K | – | Feb 9, 2026 | Feb 10, 2026 | |||||||||
|
Blackman Donna
· Officer
Tax withholding or exercise payment (F)
-$97K
|
Blackman Donna | Officer | Tax withholding or exercise payment (F) | $87.51 | -1K | -$97K | 130K | – | Feb 9, 2026 | Feb 10, 2026 | |||||||||
|
Rhyu James Jeaho
· Director, Officer
Tax withholding or exercise payment (F)
-$143K
|
Rhyu James Jeaho | Director, Officer | Tax withholding or exercise payment (F) | $87.83 | -2K | -$143K | 750K | – | Feb 8, 2026 | Feb 10, 2026 | |||||||||
|
McMullen Greerson Greene
· Officer
Tax withholding or exercise payment (F)
-$8K
|
McMullen Greerson Greene | Officer | Tax withholding or exercise payment (F) | $87.83 | -95 | -$8K | 13K | – | Feb 8, 2026 | Feb 10, 2026 | |||||||||
447 reporting institutions disclosed LRN 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.