Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCEO 0.82%
2 XITK 0.57%
3 JSML 0.51%
4 RYJ 0.36%
5 FYC 0.23%
6 JSMD 0.18%
7 TPSC 0.10%
8 PSC 0.10%
9 FSMD 0.10%
10 CSA 0.08%
11 CSF 0.08%
12 VOX 0.07%
13 FCOM 0.06%
14 FYX 0.06%
15 VTWV 0.05%
16 IWN 0.05%
17 EES 0.05%
18 BBSC 0.05%
19 FAD 0.05%
20 DFSV 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vista Equity Partners Fund III LP 65.01M (88.60%) 0.00
Increased by 0.00%
Sep 30, 24
2 Atlas Venture Advisors, Inc. 22.72M (30.97%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Group Inc 8.84M (12.05%) 125.41K
Increased by +1.42%
Sep 30, 24
4 Sunriver Management LLC 7.64M (10.41%) -377.68K
Decreased by -4.94%
Sep 30, 24
5 P2 Capital Partners, LLC 7.35M (10.02%) 2.48M
Increased by +33.74%
Sep 30, 24
6 BlackRock Inc 6.01M (8.18%) 98.21K
Increased by +1.64%
Sep 30, 24
7 Goldman Sachs Group Inc 5.48M (7.47%) 5.09M
Increased by +92.91%
Dec 31, 23
8 Dimensional Fund Advisors, Inc. 3.21M (4.37%) 280.68K
Increased by +8.74%
Sep 30, 24
9 ClearBridge Advisors, LLC 2.92M (3.97%) 17.55K
Increased by +0.60%
Sep 30, 24
10 TimesSquare Capital Management, LLC 2.77M (3.78%) 17.17K
Increased by +0.62%
Sep 30, 24
11 Lord, Abbett & Co LLC 2.73M (3.72%) 87.71K
Increased by +3.22%
Dec 31, 23
12 Deutsche Bank AG 2.27M (3.09%) 1.74M
Increased by +76.64%
Jun 30, 24
13 abrdn PLC 2.15M (2.93%) 237.93K
Increased by +11.08%
Sep 30, 24
14 Ararat Capital Management, LP 2.01M (2.74%) 264.48K
Increased by +13.14%
Sep 30, 24
15 Nuveen Asset Management, LLC 1.91M (2.60%) 147.39K
Increased by +7.74%
Sep 30, 24
16 Geode Capital Management, LLC 1.83M (2.50%) 110.15K
Increased by +6.00%
Sep 30, 24
17 Jacobs Levy Equity Management, Inc. 1.67M (2.28%) -80.80K
Decreased by -4.83%
Sep 30, 24
18 Aperture Investors, LLC 1.59M (2.17%) 506.38K
Increased by +31.84%
Mar 31, 24
19 State Street Corp 1.57M (2.15%) -5.17K
Decreased by -0.33%
Sep 30, 24
20 State Street Corporation 1.43M (1.95%) 275.64K
Increased by +19.29%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.00M (4.09%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Small Cap Index 2.49M (3.39%) 39.27K
Increased by +1.58%
Dec 31, 24
3 ClearBridge Small Cap Growth 1.99M (2.71%) -195.30K
Decreased by -9.83%
Dec 31, 24
4 ClearBridge Small Cap Growth A 1.99M (2.71%) -195.30K
Decreased by -9.83%
Dec 31, 24
5 iShares Russell 2000 ETF 1.94M (2.65%) -7.47K
Decreased by -0.38%
Dec 31, 24
6 Vanguard Small Cap Growth Index Inv 1.40M (1.91%) 58.71K
Increased by +4.18%
Dec 31, 24
7 Lord Abbett Developing Growth A 1.21M (1.65%) -301.11K
Decreased by -24.94%
Feb 29, 24
8 Empower Small Cap Growth/TimesSquare SP 1.13M (1.54%) 40.10K
Increased by +3.54%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.47%) 25.72K
Increased by +2.39%
Dec 31, 24
10 CREF Stock R1 927.43K (1.26%) 0.00
Increased by 0.00%
Nov 30, 24
11 Columbia Small Cap Value II 745.83K (1.02%) 745.83K
Increased by +100.00%
Sep 30, 24
12 Fidelity Small Cap Index 740.54K (1.01%) 2.21K
Increased by +0.30%
Oct 31, 24
13 Columbia Small Cap Value II Inst 717.29K (0.98%) -2.44K
Decreased by -0.34%
Dec 31, 24
14 abrdn-Nrth American Sml Comp I Acc USD 684.13K (0.93%) 42.32K
Increased by +6.19%
Nov 30, 24
15 abrdn US Small Cap Equity Inst Svc 667.51K (0.91%) 0.00
Increased by 0.00%
Nov 30, 24
16 abrdn US Equity Small Cap 649.67K (0.89%) -17.84K
Decreased by -2.75%
Dec 31, 24
17 abrdnI-Nrth American Sml Comp I Acc USD 641.81K (0.87%) -27.69K
Decreased by -4.31%
Oct 31, 24
18 Nuveen Quant Small Cap Equity R6 635.28K (0.87%) 0.00
Increased by 0.00%
Nov 30, 24
19 ClearBridge Small Cap 633.54K (0.86%) 0.00
Increased by 0.00%
Mar 31, 24
20 ClearBridge Small Cap C 633.54K (0.86%) 27.60K
Increased by +4.36%
Mar 31, 24