PA
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Driehaus Capital Management LLC
· Exited
Change
−2.2M
Δ Own
−100.0%
Date
Q1 2026
|
Driehaus Capital Management LLC | Exited· Q1 2026 | – | −2.2M | −100.0% | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
Change
−1.9M
Δ Own
−65.1%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | – | −1.9M | −65.1% | Q1 2026 | |||||
|
Capital World Investors
· Added
Change
+1.7M
Date
Q1 2026
|
Capital World Investors | Added· Q1 2026 | – | +1.7M | – | Q1 2026 | |||||
|
Susquehanna International Group, LLP
· Added
Change
+839K
Date
Q1 2026
|
Susquehanna International Group, LLP | Added· Q1 2026 | – | +839K | – | Q1 2026 | |||||
|
Capital International Investors
· Reduced
Change
−781K
Date
Q1 2026
|
Capital International Investors | Reduced· Q1 2026 | – | −781K | – | Q1 2026 | |||||
|
North Reef Capital Management LP
· New
Change
+735K
Date
Q1 2026
|
North Reef Capital Management LP | New· Q1 2026 | – | +735K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
Change
+713K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +713K | – | Q1 2026 | |||||
|
Wasatch Advisors LP
· Reduced
Change
−656K
Date
Q1 2026
|
Wasatch Advisors LP | Reduced· Q1 2026 | – | −656K | – | Q1 2026 | |||||
|
Cypress Point Investment Management LP
· Added
Change
+577K
Date
Q1 2026
|
Cypress Point Investment Management LP | Added· Q1 2026 | – | +577K | – | Q1 2026 | |||||
|
Brown Brothers Harriman & Co
· Added
Change
+571K
Date
Q1 2026
|
Brown Brothers Harriman & Co | Added· Q1 2026 | – | +571K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· New
Change
+546K
Date
Q1 2026
|
Jane Street Group, LLC | New· Q1 2026 | – | +546K | – | Q1 2026 | |||||
|
Vanguard
· Added
Change
+545K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +545K | – | Q1 2026 | |||||
|
Mackenzie Financial Corp
· New
Change
+507K
Date
Q1 2026
|
Mackenzie Financial Corp | New· Q1 2026 | – | +507K | – | Q1 2026 | |||||
|
Qube Research & Technologies Ltd
· Added
Change
+333K
Date
Q1 2026
|
Qube Research & Technologies Ltd | Added· Q1 2026 | – | +333K | – | Q1 2026 | |||||
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
· Added
Change
+304K
Date
Q1 2026
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | Added· Q1 2026 | – | +304K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Ingram William
· Director
Grant (A)
8K
|
Ingram William | Director | Grant (A) | – | 8K | – | 87K | – | Jun 8, 2026 | Jun 9, 2026 | |||||||||
|
Davids Jody R.
· Director
Grant (A)
8K
|
Davids Jody R. | Director | Grant (A) | – | 8K | – | 45K | – | Jun 8, 2026 | Jun 9, 2026 | |||||||||
|
Oberoi Arun
· Director
Grant (A)
8K
|
Oberoi Arun | Director | Grant (A) | – | 8K | – | 42K | – | Jun 8, 2026 | Jun 9, 2026 | |||||||||
|
Palumbo Robert
· Director
Other Form 4 events
-156K
|
Palumbo Robert | Director | Other Form 4 events | – | -156K | – | 0 | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Barnds Thomas
· 10% Owner
Other Form 4 events
-156K
|
Barnds Thomas | 10% Owner | Other Form 4 events | – | -156K | – | 0 | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Accel-Kkr Holdings Gp, LLC
· Director
Other Form 4 events
-156K
|
Accel-Kkr Holdings Gp, LLC | Director | Other Form 4 events | – | -156K | – | 0 | – | May 27, 2026 | May 29, 2026 | |||||||||
|
Sharma Dushyant
· Director
Tax withholding or exercise payment (F)
-27K
|
Sharma Dushyant | Director | Tax withholding or exercise payment (F) | – | -27K | – | 1.5M | – | May 15, 2026 | May 18, 2026 | |||||||||
|
Kalra Sanjay
· Officer
Tax withholding or exercise payment (F)
-19K
|
Kalra Sanjay | Officer | Tax withholding or exercise payment (F) | – | -19K | – | 534K | – | May 15, 2026 | May 18, 2026 | |||||||||
|
Portocalis Gerasimos (jerry)
· Officer
Tax withholding or exercise payment (F)
-4K
|
Portocalis Gerasimos (jerry) | Officer | Tax withholding or exercise payment (F) | – | -4K | – | 750K | – | May 15, 2026 | May 18, 2026 | |||||||||
|
Sharma Dushyant
· Director
Grant (A)
480K
|
Sharma Dushyant | Director | Grant (A) | – | 480K | – | 1.5M | – | Apr 7, 2026 | Apr 8, 2026 | |||||||||
|
Portocalis Gerasimos (jerry)
· Officer
Tax withholding or exercise payment (F)
-5K
|
Portocalis Gerasimos (jerry) | Officer | Tax withholding or exercise payment (F) | – | -5K | – | 755K | – | Mar 13, 2026 | Mar 16, 2026 | |||||||||
|
Kalra Sanjay
· Officer
Tax withholding or exercise payment (F)
-7K
|
Kalra Sanjay | Officer | Tax withholding or exercise payment (F) | – | -7K | – | 553K | – | Mar 13, 2026 | Mar 16, 2026 | |||||||||
|
Gerber Andrew A.
· Officer
Tax withholding or exercise payment (F)
-1K
|
Gerber Andrew A. | Officer | Tax withholding or exercise payment (F) | – | -1K | – | 117K | – | Mar 13, 2026 | Mar 16, 2026 | |||||||||
|
Portocalis Gerasimos (jerry)
· Officer
Grant (A)
140K
|
Portocalis Gerasimos (jerry) | Officer | Grant (A) | – | 140K | – | 759K | – | Mar 9, 2026 | Mar 11, 2026 | |||||||||
|
Kalra Sanjay
· Officer
Grant (A)
140K
|
Kalra Sanjay | Officer | Grant (A) | – | 140K | – | 560K | – | Mar 9, 2026 | Mar 11, 2026 | |||||||||
211 reporting institutions disclosed PAY 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.