Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Needham Investment Management, LLC | 1.78M (6.68%) | 277.50K Increased by +15.59% | Dec 31, 24 |
2 | Vanguard Group Inc | 1.35M (5.06%) | 0.00 Increased by 0.00% | Dec 31, 24 |
3 | Balyasny Asset Management LLC | 1.34M (5.03%) | 143.22K Increased by +10.69% | Dec 31, 24 |
4 | Royce & Associates, LP | 1.33M (4.97%) | 336.31K Increased by +25.37% | Dec 31, 24 |
5 | CLEARFIELD CAPITAL MANAGEMENT LP | 962.59K (3.61%) | -371.83K Decreased by -38.63% | Dec 31, 24 |
6 | Dimensional Fund Advisors, Inc. | 855.66K (3.21%) | -7.32K Decreased by -0.85% | Dec 31, 24 |
7 | BlackRock Inc | 820.90K (3.08%) | 68.52K Increased by +8.35% | Dec 31, 24 |
8 | Freshford Capital Management LLC | 780.40K (2.93%) | -600.21K Decreased by -76.91% | Dec 31, 23 |
9 | Wasatch Advisors LP | 772.78K (2.90%) | 772.78K Increased by +100.00% | Mar 31, 24 |
10 | Invenomic Capital Management, LP | 731.17K (2.74%) | -136.68K Decreased by -18.69% | Sep 30, 24 |
11 | TCW Group Inc | 726.81K (2.73%) | 0.00 Increased by 0.00% | Dec 31, 24 |
12 | Qvt Financial LP | 605.77K (2.27%) | 0.00 Increased by 0.00% | Dec 31, 24 |
13 | State Street Corporation | 560.14K (2.10%) | 3.52K Increased by +0.63% | Mar 31, 24 |
14 | Kennedy Capital Management Inc | 549.08K (2.06%) | -72.30K Decreased by -13.17% | Mar 31, 24 |
15 | Arnhold & S. Bleichroeder Advisers, LLC | 508.99K (1.91%) | 102.49K Increased by +20.14% | Dec 31, 23 |
16 | Acacia Research Corp | 480.83K (1.80%) | 0.00 Increased by 0.00% | Sep 30, 23 |
17 | Jacobs Levy Equity Management, Inc. | 476.25K (1.79%) | 414.11K Increased by +86.95% | Jun 30, 24 |
18 | Pacific Ridge Capital Partners, LLC | 459.63K (1.72%) | -60.98K Decreased by -13.27% | Dec 31, 24 |
19 | Paradigm Capital Management, Inc. | 422.97K (1.59%) | -630.23K Decreased by -149.00% | Sep 30, 24 |
20 | Citadel Advisors Llc | 391.04K (1.47%) | 8.86K Increased by +2.27% | Sep 30, 23 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Needham Aggressive Growth Retail | 1.43M (5.37%) | -48.00K Decreased by -3.35% | Mar 31, 25 |
2 | Vanguard Total Stock Mkt Idx Inv | 863.56K (3.24%) | 0.00 Increased by 0.00% | Mar 31, 25 |
3 | Vanguard US Total Market Shares ETF | 863.56K (3.24%) | 0.00 Increased by 0.00% | Sep 30, 24 |
4 | Royce Small-Cap Opportunity Invmt | 824.50K (3.09%) | 118.03K Increased by +14.32% | Mar 31, 25 |
5 | FTGF RY US SmCp Opp A USD Dis(A) | 723.77K (2.71%) | -14.64K Decreased by -2.02% | Mar 31, 25 |
6 | iShares Russell 2000 ETF | 634.44K (2.38%) | 4.84K Increased by +0.76% | May 30, 24 |
7 | Kennedy Micro Cap | 496.75K (1.86%) | -51.18K Decreased by -10.30% | Mar 31, 24 |
8 | First Eagle Small Cap Opportunity I | 484.66K (1.82%) | 17.52K Increased by +3.61% | Jan 31, 24 |
9 | First Eagle US Small Cap Strategy | 471.85K (1.77%) | 93.61K Increased by +19.84% | Dec 31, 23 |
10 | Vanguard Institutional Extnd Mkt Idx Tr | 435.30K (1.63%) | 0.00 Increased by 0.00% | Mar 31, 25 |
11 | Pacific Ridge Capital Ptnrs Micro Cp Val | 377.01K (1.41%) | -21.93K Decreased by -5.82% | Mar 31, 24 |
12 | Wasatch Micro Cap Value | 346.00K (1.30%) | 346.00K Increased by +100.00% | Mar 31, 24 |
13 | Invenomic Institutional | 309.51K (1.16%) | -134.01K Decreased by -43.30% | Oct 31, 24 |
14 | Schwab Fundamental US Small Company ETF | 292.40K (1.10%) | 0.00 Increased by 0.00% | May 31, 24 |
15 | Huber Small Cap Value | 275.66K (1.03%) | 57.93K Increased by +21.02% | Mar 31, 24 |
16 | Fidelity Small Cap Index | 272.25K (1.02%) | -6.35K Decreased by -2.33% | Mar 31, 24 |
17 | Fidelity® Small Cap Index | 263.40K (0.99%) | 7.26K Increased by +2.76% | Oct 31, 23 |
18 | iShares Russell 2000 Value ETF | 246.99K (0.93%) | -328.00 Decreased by -0.13% | May 30, 24 |
19 | CREF Stock R1 | 234.27K (0.88%) | 29.37K Increased by +12.54% | Nov 30, 23 |
20 | DFA US Small Cap Value I | 229.16K (0.86%) | 0.00 Increased by 0.00% | Mar 31, 25 |