Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XITK 0.63%
2 JSML 0.59%
3 RYJ 0.36%
4 FYC 0.17%
5 FSMD 0.10%
6 TPSC 0.10%
7 PSC 0.09%
8 FYX 0.09%
9 CSA 0.09%
10 CSF 0.09%
11 VOX 0.07%
12 FCOM 0.07%
13 VTWG 0.05%
14 IWO 0.05%
15 DFAS 0.04%
16 VBK 0.04%
17 BBSC 0.03%
18 FAD 0.03%
19 DFSV 0.03%
20 BKSE 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vista Equity Partners Fund III LP 66.66M (92.89%) -11.00M
Decreased by -16.50%
Dec 31, 23
2 Atlas Venture Advisors, Inc. 22.72M (31.66%) 0.00
Increased by 0.00%
Dec 31, 23
3 Vanguard Group Inc 8.11M (11.30%) 780.47K
Increased by +9.63%
Dec 31, 23
4 Goldman Sachs Group Inc 5.48M (7.64%) 5.09M
Increased by +92.91%
Dec 31, 23
5 Millennium Management LLC 5.05M (7.04%) 4.75M
Increased by +94.08%
Dec 31, 23
6 BlackRock Inc 4.44M (6.19%) 481.63K
Increased by +10.85%
Dec 31, 23
7 ClearBridge Advisors, LLC 3.49M (4.87%) 214.69K
Increased by +6.14%
Dec 31, 23
8 TimesSquare Capital Management, LLC 2.97M (4.14%) 268.31K
Increased by +9.04%
Mar 31, 24
9 Lord, Abbett & Co LLC 2.73M (3.80%) 87.71K
Increased by +3.22%
Dec 31, 23
10 Sunriver Management LLC 2.48M (3.45%) -1.30M
Decreased by -52.32%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 2.38M (3.31%) 222.61K
Increased by +9.36%
Dec 31, 23
12 Nuveen Asset Management, LLC 1.77M (2.47%) 411.43K
Increased by +23.24%
Dec 31, 23
13 abrdn PLC 1.76M (2.45%) 1.76M
Increased by +100.00%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 1.58M (2.20%) 523.99K
Increased by +33.17%
Dec 31, 23
15 Geode Capital Management, LLC 1.34M (1.87%) 176.22K
Increased by +13.14%
Dec 31, 23
16 Jacobs Levy Equity Management, Inc. 1.17M (1.63%) 547.86K
Increased by +46.93%
Sep 30, 23
17 State Street Corporation 1.15M (1.61%) 267.03K
Increased by +23.15%
Dec 31, 23
18 Aperture Investors, LLC 1.08M (1.51%) -129.03K
Decreased by -11.90%
Dec 31, 23
19 Engle Capital Management, L.P. 945.00K (1.32%) -455.00K
Decreased by -48.15%
Dec 31, 23
20 Citadel Advisors Llc 923.03K (1.29%) -624.10K
Decreased by -67.61%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.72M (3.80%) 4.20K
Increased by +0.15%
Mar 31, 24
2 Vanguard Small Cap Index 2.41M (3.36%) 171.97K
Increased by +7.13%
Mar 31, 24
3 ClearBridge Small Cap Growth 2.27M (3.17%) 0.00
Increased by 0.00%
Mar 31, 24
4 ClearBridge Small Cap Growth A 2.27M (3.17%) 271.09K
Increased by +11.93%
Mar 31, 24
5 iShares Russell 2000 ETF 1.55M (2.17%) -12.41K
Decreased by -0.80%
Apr 30, 24
6 Vanguard Small Cap Growth Index Inv 1.37M (1.91%) 111.28K
Increased by +8.14%
Mar 31, 24
7 Lord Abbett Developing Growth A 1.21M (1.68%) -301.11K
Decreased by -24.94%
Feb 29, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 992.88K (1.38%) 11.62K
Increased by +1.17%
Mar 31, 24
9 CREF Stock R1 947.23K (1.32%) 0.00
Increased by 0.00%
Feb 29, 24
10 Empower Small Cap Growth/TimesSquare SP 910.46K (1.27%) 137.80K
Increased by +15.14%
Dec 31, 23
11 ClearBridge Small Cap 633.54K (0.88%) 0.00
Increased by 0.00%
Mar 31, 24
12 ClearBridge Small Cap C 633.54K (0.88%) 27.60K
Increased by +4.36%
Mar 31, 24
13 abrdn US Equity Small Cap 593.15K (0.83%) -29.36K
Decreased by -4.95%
Mar 31, 24
14 abrdn US Small Cap Equity Inst Svc 593.15K (0.83%) -9.18K
Decreased by -1.55%
Mar 31, 24
15 iShares Russell 2000 Growth ETF 568.01K (0.79%) -1.36K
Decreased by -0.24%
Apr 30, 24
16 Aperture Discover Equity IX USD Acc 543.35K (0.76%) 77.81K
Increased by +14.32%
Feb 29, 24
17 abrdnI-Nrth American Sml Comp I Acc USD 537.29K (0.75%) 0.00
Increased by 0.00%
Mar 31, 24
18 Putnam Small Cap Growth A 512.90K (0.71%) 153.70K
Increased by +29.97%
Dec 31, 23
19 Putnam US Small Cap Growth Equity 512.90K (0.71%) 153.70K
Increased by +29.97%
Dec 31, 23
20 Putnam US Small Cap Growth Managed Acct 512.90K (0.71%) 153.70K
Increased by +29.97%
Dec 31, 23