Morgan Stanley
· Added
Change
+3.4M
Date
Q1 2026
VE
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Morgan Stanley
· Added
Change
+3.4M
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +3.4M | – | Q1 2026 | |||||
|
Healthcare of Ontario Pension Plan Trust Fund
· New
Change
+3.2M
Date
Q1 2026
|
Healthcare of Ontario Pension Plan Trust Fund | New· Q1 2026 | – | +3.2M | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
Change
+1.7M
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | – | +1.7M | – | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· Added
Change
+1.4M
Δ Own
+494.1%
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | Added· Q1 2026 | – | +1.4M | +494.1% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
Change
+1.3M
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | – | +1.3M | – | Q1 2026 | |||||
|
CIBC Bancorp USA Inc.
· Added
Change
+1.0M
Date
Q1 2026
|
CIBC Bancorp USA Inc. | Added· Q1 2026 | – | +1.0M | – | Q1 2026 | |||||
|
Hudson Bay Capital Management LP
· New
Change
+1.0M
Date
Q1 2026
|
Hudson Bay Capital Management LP | New· Q1 2026 | – | +1.0M | – | Q1 2026 | |||||
|
Divisar Capital Management LLC
· Added
Change
+946K
Date
Q1 2026
|
Divisar Capital Management LLC | Added· Q1 2026 | – | +946K | – | Q1 2026 | |||||
|
Arrowstreet Capital, Limited Partnership
· Added
Change
+889K
Date
Q1 2026
|
Arrowstreet Capital, Limited Partnership | Added· Q1 2026 | – | +889K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
Change
+631K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +631K | – | Q1 2026 | |||||
|
Freshford Capital Management, LLC
· New
Change
+566K
Date
Q1 2026
|
Freshford Capital Management, LLC | New· Q1 2026 | – | +566K | – | Q1 2026 | |||||
|
Counterpoint Mutual Funds LLC
· New
Change
+407K
Date
Q1 2026
|
Counterpoint Mutual Funds LLC | New· Q1 2026 | – | +407K | – | Q1 2026 | |||||
|
Palisade Capital Management, LP
· Added
Change
+396K
Date
Q1 2026
|
Palisade Capital Management, LP | Added· Q1 2026 | – | +396K | – | Q1 2026 | |||||
|
FMR LLC
· Added
Change
+325K
Δ Own
+3926.0%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | – | +325K | +3926.0% | Q1 2026 | |||||
|
Cypress Point Investment Management LP
· Added
Change
+309K
Date
Q1 2026
|
Cypress Point Investment Management LP | Added· Q1 2026 | – | +309K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Destefano David
· Director
Grant (A)
16K
|
Destefano David | Director | Grant (A) | – | 16K | – | 1.3M | – | Jun 10, 2026 | Jun 12, 2026 | |||||||||
|
Gayton Bradley M.
· Director
Grant (A)
16K
|
Gayton Bradley M. | Director | Grant (A) | – | 16K | – | 68K | – | Jun 10, 2026 | Jun 12, 2026 | |||||||||
|
Saunders Philip Seth
· Director
Grant (A)
16K
|
Saunders Philip Seth | Director | Grant (A) | – | 16K | – | 51K | – | Jun 10, 2026 | Jun 12, 2026 | |||||||||
|
Radcliffe Amanda Westphal
· Director
Grant (A)
16K
|
Radcliffe Amanda Westphal | Director | Grant (A) | – | 16K | – | 159K | – | Jun 10, 2026 | Jun 12, 2026 | |||||||||
|
Stamm John Richard
· Director
Grant (A)
16K
|
Stamm John Richard | Director | Grant (A) | – | 16K | – | 33K | – | Jun 10, 2026 | Jun 12, 2026 | |||||||||
|
Andersen Eric C.
· Director
Grant (A)
16K
|
Andersen Eric C. | Director | Grant (A) | – | 16K | – | 166K | – | Jun 10, 2026 | Jun 12, 2026 | |||||||||
|
Thompson Stefanie Westphal
· Director
Grant (A)
16K
|
Thompson Stefanie Westphal | Director | Grant (A) | – | 16K | – | 67K | – | Jun 10, 2026 | Jun 12, 2026 | |||||||||
|
Mendola Mark J.
· Director
Grant (A)
16K
|
Mendola Mark J. | Director | Grant (A) | – | 16K | – | 21K | – | Jun 10, 2026 | Jun 12, 2026 | |||||||||
|
Destefano David
· Director
Sell
−$82K
|
Destefano David | Director | Sell | $12.75 | −6K | −$82K | 198K | – | May 28, 2026 | Jun 1, 2026 | |||||||||
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/a of Jeffrey R. Westphal Dated October 5, 2001
· 10% Owner
Buy
+$150K
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/a of Jeffrey R. Westphal Dated October 5, 2001 | 10% Owner | Buy | $15.05 | +10K | +$150K | 1.2M | – | Mar 9, 2026 | Mar 9, 2026 | |||||||||
|
Destefano David
· Director
2 operations
0
|
Destefano David | Director | 2 operations | – | 0 | – | 0 | – | Feb 24, 2026 | Feb 26, 2026 | |||||||||
|
Destefano David
· Director
Tax withholding or exercise payment (F)
-$689K
|
Destefano David | Director | Tax withholding or exercise payment (F) | $13.26 | -52K | -$689K | 1.3M | – | Feb 24, 2026 | Feb 26, 2026 | |||||||||
|
Young Christopher David
· Director, Officer
Buy
+$731K
|
Young Christopher David | Director, Officer | Buy | $12.18 | +60K | +$731K | 60K | – | Feb 23, 2026 | Feb 25, 2026 | |||||||||
|
Destefano David
· Director
2 operations
0
|
Destefano David | Director | 2 operations | – | 0 | – | 101K | – | Feb 23, 2026 | Feb 25, 2026 | |||||||||
|
Destefano David
· Director
Tax withholding or exercise payment (F)
-$567K
|
Destefano David | Director | Tax withholding or exercise payment (F) | $12.03 | -47K | -$567K | 1.2M | – | Feb 23, 2026 | Feb 25, 2026 | |||||||||
N
A
M
M
G
A
246 reporting institutions disclosed VERX 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.