Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 3.57%
2 MRGR 2.37%
3 AFSC 1.27%
4 WCEO 0.71%
5 JSML 0.68%
6 XITK 0.57%
7 SVAL 0.46%
8 SQLV 0.45%
9 RYJ 0.36%
10 BFOR 0.30%
11 FYC 0.23%
12 JSMD 0.18%
13 TPSC 0.10%
14 PSC 0.10%
15 FSMD 0.10%
16 CSA 0.08%
17 CSF 0.08%
18 FYX 0.06%
19 FCOM 0.06%
20 VOX 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vista Equity Partners Fund III LP 65.01M (94.98%) 0.00
Increased by 0.00%
Jun 30, 25
2 Atlas Venture Advisors, Inc. 22.72M (33.20%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Group Inc 9.26M (13.52%) 165.67K
Increased by +1.79%
Jun 30, 25
4 Sunriver Management LLC 8.82M (12.89%) 656.14K
Increased by +7.44%
Jun 30, 25
5 BlackRock Inc 6.67M (9.74%) 663.53K
Increased by +9.95%
Jun 30, 25
6 Goldman Sachs Group Inc 5.48M (8.01%) 5.09M
Increased by +92.91%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 5.41M (7.90%) 966.65K
Increased by +17.88%
Jun 30, 25
8 P2 Capital Partners, LLC 4.91M (7.17%) 100.00K
Increased by +2.04%
Jun 30, 25
9 Alyeska Investment Group, L.P. 3.98M (5.81%) 3.98M
Increased by +100.00%
Dec 31, 24
10 Rubric Capital Management LP 2.97M (4.34%) -195.00K
Decreased by -6.56%
Jun 30, 25
11 Lord, Abbett & Co LLC 2.73M (3.98%) 87.71K
Increased by +3.22%
Dec 31, 23
12 Corvex Management LP 2.62M (3.82%) 0.00
Increased by 0.00%
Jun 30, 25
13 ClearBridge Advisors, LLC 2.33M (3.40%) -185.28K
Decreased by -7.97%
Jun 30, 25
14 Deutsche Bank AG 2.27M (3.32%) 1.74M
Increased by +76.64%
Jun 30, 24
15 Ararat Capital Management, LP 2.16M (3.15%) 566.32K
Increased by +26.27%
Jun 30, 25
16 Nuveen Asset Management, LLC 1.92M (2.81%) 15.43K
Increased by +0.80%
Dec 31, 24
17 Geode Capital Management, LLC 1.92M (2.80%) 26.50K
Increased by +1.38%
Jun 30, 25
18 Nuveen, LLC 1.86M (2.71%) 503.58K
Increased by +27.14%
Jun 30, 25
19 ALTA FOX CAPITAL MANAGEMENT, LLC 1.80M (2.63%) 586.04K
Increased by +32.56%
Jun 30, 25
20 abrdn PLC 1.77M (2.59%) -376.83K
Decreased by -21.28%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.07M (4.48%) -68.02K
Decreased by -2.22%
Jul 31, 25
2 Vanguard Small Cap Index 2.41M (3.52%) -16.07K
Decreased by -0.67%
Jul 31, 25
3 iShares Russell 2000 ETF 1.86M (2.72%) 0.00
Increased by 0.00%
Aug 31, 25
4 ClearBridge Small Cap Growth A 1.62M (2.37%) 0.00
Increased by 0.00%
Jul 31, 25
5 ClearBridge Small Cap Growth 1.60M (2.34%) -17.80K
Decreased by -1.11%
Jul 31, 25
6 Invenomic Institutional 1.51M (2.20%) 726.99K
Increased by +48.30%
Apr 30, 25
7 Vanguard Small Cap Growth Index Inv 1.37M (2.00%) -513.00
Decreased by -0.04%
Jul 31, 25
8 Lord Abbett Developing Growth A 1.21M (1.76%) -301.11K
Decreased by -24.94%
Feb 29, 24
9 Columbia Small Cap Value Discv A 962.03K (1.41%) 185.64K
Increased by +19.30%
Jul 31, 25
10 Columbia Small Cap Value I A 962.03K (1.41%) 185.64K
Increased by +19.30%
Jul 31, 25
11 Nuveen Quant Small Cap Equity R6 854.52K (1.25%) 0.00
Increased by 0.00%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 803.47K (1.17%) -351.39K
Decreased by -43.73%
Jul 31, 25
13 DFA US Targeted Value I 796.77K (1.16%) 0.00
Increased by 0.00%
Jul 31, 25
14 CREF Stock R1 781.48K (1.14%) -145.95K
Decreased by -18.68%
Jan 31, 25
15 Columbia Small Cap Value Discovery Fund 776.39K (1.13%) 776.39K
Increased by +100.00%
Jun 30, 25
16 Columbia Small Cap Value I 776.39K (1.13%) 776.39K
Increased by +100.00%
Jun 30, 25
17 Fidelity Small Cap Index 765.23K (1.12%) 23.36K
Increased by +3.05%
Jun 30, 25
18 Columbia Small Cap Value II 717.29K (1.05%) 0.00
Increased by 0.00%
Jan 31, 25
19 Columbia Small Cap Value II Inst 711.99K (1.04%) -5.30K
Decreased by -0.74%
Feb 28, 25
20 Dimensional US Targeted Value ETF 681.22K (1.00%) 0.00
Increased by 0.00%
Aug 29, 25