FMR LLC
· Added
+$543M
Change
+7.3M
Δ Own
+132.6%
Date
Q1 2026
SF
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
FMR LLC
· Added
+$543M
Change
+7.3M
Δ Own
+132.6%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$543M | +7.3M | +132.6% | Q1 2026 | |||||
|
Morgan Stanley
· Added
+$135M
Change
+1.8M
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | +$135M | +1.8M | – | Q1 2026 | |||||
|
Barrow Hanley Mewhinney & Strauss LLC
· New
+$124M
Change
+1.7M
Date
Q1 2026
|
Barrow Hanley Mewhinney & Strauss LLC | New· Q1 2026 | +$124M | +1.7M | – | Q1 2026 | |||||
|
Swedbank AB
· New
+$118M
Change
+1.6M
Date
Q1 2026
|
Swedbank AB | New· Q1 2026 | +$118M | +1.6M | – | Q1 2026 | |||||
|
Nordea Investment Management AB
· Added
+$81M
Change
+1.1M
Date
Q1 2026
|
Nordea Investment Management AB | Added· Q1 2026 | +$81M | +1.1M | – | Q1 2026 | |||||
|
AQR Capital Management LLC
· Added
+$65M
Change
+868K
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | +$65M | +868K | – | Q1 2026 | |||||
|
River Road Asset Management, LLC
· New
+$52M
Change
+699K
Date
Q1 2026
|
River Road Asset Management, LLC | New· Q1 2026 | +$52M | +699K | – | Q1 2026 | |||||
|
Victory Capital Management Inc
· Added
+$45M
Change
+610K
Date
Q1 2026
|
Victory Capital Management Inc | Added· Q1 2026 | +$45M | +610K | – | Q1 2026 | |||||
|
Coatue Management LLC
· Added
+$45M
Change
+602K
Δ Own
+100.0%
Date
Q1 2026
|
Coatue Management LLC | Added· Q1 2026 | +$45M | +602K | +100.0% | Q1 2026 | |||||
|
Capital Research Global Investors
· New
+$33M
Change
+439K
Date
Q1 2026
|
Capital Research Global Investors | New· Q1 2026 | +$33M | +439K | – | Q1 2026 | |||||
|
Freestone Grove Partners LP
· Added
+$32M
Change
+423K
Date
Q1 2026
|
Freestone Grove Partners LP | Added· Q1 2026 | +$32M | +423K | – | Q1 2026 | |||||
|
Mane Global Capital Management LP
· New
+$29M
Change
+384K
Date
Q1 2026
|
Mane Global Capital Management LP | New· Q1 2026 | +$29M | +384K | – | Q1 2026 | |||||
|
Mairs & Power Inc
· New
+$22M
Change
+292K
Date
Q1 2026
|
Mairs & Power Inc | New· Q1 2026 | +$22M | +292K | – | Q1 2026 | |||||
|
UBS AM
· Added
+$17M
Change
+230K
Date
Q1 2026
|
UBS AM | Added· Q1 2026 | +$17M | +230K | – | Q1 2026 | |||||
|
Claret Asset Management Corp
· New
+$16M
Change
+221K
Date
Q1 2026
|
Claret Asset Management Corp | New· Q1 2026 | +$16M | +221K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Sinclair Jack
· Director
Sell
−$916K
|
Sinclair Jack | Director | Sell | $84.87 | −11K | −$916K | 270K | −3.8% | Jul 7, 2026 | Jul 8, 2026 | |||||||||
|
Sinclair Jack
· Director
2 operations
0
|
Sinclair Jack | Director | 2 operations | $16.47 | 0 | – | 86K | – | Jul 7, 2026 | Jul 8, 2026 | |||||||||
|
Sinclair Jack
· Director
Sell
−$943K
|
Sinclair Jack | Director | Sell | $87.41 | −11K | −$943K | 270K | −3.8% | Jul 6, 2026 | Jul 8, 2026 | |||||||||
|
Sinclair Jack
· Director
2 operations
0
|
Sinclair Jack | Director | 2 operations | $16.47 | 0 | – | 97K | – | Jul 6, 2026 | Jul 8, 2026 | |||||||||
|
Konat Nicholas
· Officer
Sell
−$1.1M
|
Konat Nicholas | Officer | Sell | $87.90 | −13K | −$1.1M | 66K | – | Jun 11, 2026 | Jun 12, 2026 | |||||||||
|
Sinclair Jack
· Director
Sell
−$938K
|
Sinclair Jack | Director | Sell | $86.92 | −11K | −$938K | 270K | – | Jun 8, 2026 | Jun 9, 2026 | |||||||||
|
Sinclair Jack
· Director
2 operations
0
|
Sinclair Jack | Director | 2 operations | $16.47 | 0 | – | 108K | – | Jun 8, 2026 | Jun 9, 2026 | |||||||||
|
Sinclair Jack
· Director
Sell
−$885K
|
Sinclair Jack | Director | Sell | $82.04 | −11K | −$885K | 270K | – | Jun 5, 2026 | Jun 9, 2026 | |||||||||
|
Sinclair Jack
· Director
2 operations
0
|
Sinclair Jack | Director | 2 operations | $16.47 | 0 | – | 119K | – | Jun 5, 2026 | Jun 9, 2026 | |||||||||
|
Jhawar Andrew
· Director
Grant (A)
3K
|
Jhawar Andrew | Director | Grant (A) | – | 3K | – | 3K | – | Jun 4, 2026 | Jun 8, 2026 | |||||||||
|
Lombardi Brandon F.
· Officer
Sell
−$33K
|
Lombardi Brandon F. | Officer | Sell | $82.04 | −406 | −$33K | 7K | – | May 1, 2026 | May 1, 2026 | |||||||||
|
Zalatoris Timmi
· Officer
Sell
−$33K
|
Zalatoris Timmi | Officer | Sell | $78.52 | −426 | −$33K | 13K | – | Mar 23, 2026 | Mar 23, 2026 | |||||||||
|
Sinclair Jack
· Director, Officer
Sell
−$269K
|
Sinclair Jack | Director, Officer | Sell | $83.97 | −3K | −$269K | 270K | – | Mar 20, 2026 | Mar 23, 2026 | |||||||||
|
Zalatoris Timmi
· Officer
Sell
−$26K
|
Zalatoris Timmi | Officer | Sell | $83.97 | −311 | −$26K | 13K | – | Mar 20, 2026 | Mar 23, 2026 | |||||||||
|
Lombardi Brandon F.
· Officer
Sell
−$25K
|
Lombardi Brandon F. | Officer | Sell | $83.97 | −297 | −$25K | 7K | – | Mar 20, 2026 | Mar 23, 2026 | |||||||||
N
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670 reporting institutions disclosed SFM 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.