Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSW 0.78%
2 XITK 0.75%
3 IVES 0.38%
4 BRNY 0.35%
5 CSML 0.22%
6 FYC 0.10%
7 EES 0.09%
8 CLDL 0.08%
9 VTWG 0.08%
10 IWO 0.07%
11 FESM 0.07%
12 STXK 0.06%
13 FYX 0.05%
14 BBSC 0.05%
15 DFAS 0.05%
16 BKSE 0.05%
17 RSSL 0.04%
18 VTWO 0.04%
19 VBK 0.04%
20 IWM 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vista Equity Partners Fund III LP 45.36M (59.78%) 0.00
Increased by 0.00%
Mar 31, 25
2 Wellington Management Company LLP 11.63M (15.33%) 789.77K
Increased by +6.79%
Mar 31, 25
3 Dragoneer Investment Group, LLC 8.82M (11.62%) -4.63M
Decreased by -52.53%
Mar 31, 25
4 Vanguard Group Inc 8.75M (11.53%) -8.00K
Decreased by -0.09%
Mar 31, 25
5 BlackRock Inc 6.10M (8.04%) 89.84K
Increased by +1.47%
Mar 31, 25
6 Summit Partners L P 4.48M (5.90%) 0.00
Increased by 0.00%
Mar 31, 25
7 Sunriver Management LLC 3.08M (4.06%) 3.08M
Increased by +100.00%
Mar 31, 25
8 Keenan Capital LLC 2.59M (3.42%) 0.00
Increased by 0.00%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 2.09M (2.75%) 8.84K
Increased by +0.42%
Mar 31, 25
10 ClearBridge Advisors, LLC 2.06M (2.71%) -379.71K
Decreased by -18.47%
Mar 31, 25
11 State Street Corp 1.97M (2.59%) 16.82K
Increased by +0.85%
Mar 31, 25
12 Geode Capital Management, LLC 1.83M (2.41%) 70.60K
Increased by +3.87%
Mar 31, 25
13 State Street Corporation 1.63M (2.14%) 39.70K
Increased by +2.44%
Mar 31, 24
14 Riverbridge Partners LLC 1.38M (1.82%) -70.25K
Decreased by -5.10%
Mar 31, 25
15 Principal Financial Group Inc 1.22M (1.60%) -69.30K
Decreased by -5.70%
Mar 31, 25
16 Crosslink Capital Inc 1.15M (1.52%) -48.66K
Decreased by -4.22%
Mar 31, 25
17 Toronado Partners, LLC 967.96K (1.28%) 26.88K
Increased by +2.78%
Mar 31, 25
18 NORGES BANK 843.04K (1.11%) 113.87K
Increased by +13.51%
Jun 30, 24
19 Northern Trust Corp 804.03K (1.06%) 25.61K
Increased by +3.19%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 778.63K (1.03%) 297.80K
Increased by +38.25%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 4.93M (6.49%) 50.00K
Increased by +1.01%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.50M (3.29%) 81.50K
Increased by +3.26%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.40M (3.16%) 4.03K
Increased by +0.17%
Sep 30, 24
4 iShares Russell 2000 ETF 2.04M (2.70%) 345.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 1.94M (2.55%) 15.11K
Increased by +0.78%
Apr 30, 25
6 Vanguard Information Technology ETF 1.51M (2.00%) 12.24K
Increased by +0.81%
Apr 30, 25
7 UBS: US Equity Small Cap Growth 1.12M (1.48%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Small Cap Growth Index Inv 1.08M (1.42%) 1.04K
Increased by +0.10%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 985.91K (1.30%) 1.48K
Increased by +0.15%
Apr 30, 25
10 ClearBridge Small Cap Growth 984.40K (1.30%) -87.40K
Decreased by -8.88%
Apr 30, 25
11 ClearBridge Small Cap Growth A 984.40K (1.30%) -87.40K
Decreased by -8.88%
Apr 30, 25
12 Fidelity Small Cap Index 814.09K (1.07%) 4.65K
Increased by +0.57%
Feb 28, 25
13 iShares Russell 2000 Growth ETF 742.23K (0.98%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity® Small Cap Index 674.75K (0.89%) 18.87K
Increased by +2.80%
Oct 31, 23
15 L&G Cyber Security ETF 663.56K (0.87%) 0.00
Increased by 0.00%
Nov 29, 24
16 DFA US Small Cap I 493.20K (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
17 Nuveen Quant Small Cap Equity R6 463.00K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 451.44K (0.59%) 1.73K
Increased by +0.38%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 451.44K (0.59%) 1.73K
Increased by +0.38%
Apr 30, 25
20 Principal SmallCap R5 447.70K (0.59%) 6.40K
Increased by +1.43%
Apr 30, 25