Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XITK 0.70%
2 XSW 0.51%
3 IVES 0.38%
4 BRNY 0.36%
5 CSML 0.22%
6 VTWG 0.10%
7 FYC 0.10%
8 IWO 0.09%
9 FESM 0.07%
10 STXK 0.06%
11 EES 0.06%
12 BBSC 0.05%
13 FYX 0.05%
14 VBK 0.05%
15 VTWO 0.05%
16 DFAS 0.05%
17 BKSE 0.05%
18 IWM 0.04%
19 RSSL 0.04%
20 RFLR 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vista Equity Partners Fund III LP 45.36M (71.57%) -8.96M
Decreased by -19.75%
Jun 30, 24
2 Dragoneer Investment Group, LLC 16.39M (25.86%) -132.50K
Decreased by -0.81%
Jun 30, 24
3 Wellington Management Company LLP 9.44M (14.89%) 907.38K
Increased by +9.61%
Jun 30, 24
4 Vanguard Group Inc 8.64M (13.64%) 410.18K
Increased by +4.75%
Sep 30, 24
5 BlackRock Inc 5.48M (8.64%) 377.67K
Increased by +6.90%
Jun 30, 24
6 Summit Partners L P 4.48M (7.06%) 0.00
Increased by 0.00%
Sep 30, 24
7 ClearBridge Advisors, LLC 2.02M (3.18%) -41.44K
Decreased by -2.06%
Jun 30, 24
8 Dimensional Fund Advisors, Inc. 1.91M (3.02%) 81.72K
Increased by +4.27%
Sep 30, 24
9 Keenan Capital LLC 1.90M (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
10 State Street Corp 1.78M (2.81%) 154.25K
Increased by +8.66%
Jun 30, 24
11 Riverbridge Partners LLC 1.64M (2.59%) -34.07K
Decreased by -2.07%
Sep 30, 24
12 State Street Corporation 1.63M (2.57%) 39.70K
Increased by +2.44%
Mar 31, 24
13 Geode Capital Management, LLC 1.62M (2.55%) 211.24K
Increased by +13.06%
Jun 30, 24
14 EVR Research LP 1.57M (2.48%) 1.16M
Increased by +73.89%
Jun 30, 24
15 Principal Financial Group Inc 1.39M (2.20%) 306.56K
Increased by +21.99%
Sep 30, 24
16 Marshall Wace Asset Management Ltd 1.02M (1.60%) 982.76K
Increased by +96.75%
Jun 30, 24
17 Toronado Partners, LLC 895.16K (1.41%) -98.45K
Decreased by -11.00%
Sep 30, 24
18 NORGES BANK 843.04K (1.33%) 113.87K
Increased by +13.51%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 812.72K (1.28%) 289.42K
Increased by +35.61%
Jun 30, 24
20 Northern Trust Corp 778.42K (1.23%) 74.84K
Increased by +9.62%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 4.73M (7.46%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.37M (3.74%) -26.78K
Decreased by -1.13%
Oct 31, 24
3 iShares Russell 2000 ETF 2.11M (3.33%) -4.75K
Decreased by -0.23%
Oct 31, 24
4 Vanguard Small Cap Index 1.92M (3.04%) 3.75K
Increased by +0.19%
Oct 31, 24
5 ClearBridge Small Cap Growth 1.52M (2.41%) 0.00
Increased by 0.00%
Sep 30, 24
6 ClearBridge Small Cap Growth A 1.52M (2.41%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Information Technology ETF 1.44M (2.27%) 6.01K
Increased by +0.42%
Oct 31, 24
8 UBS: US Equity Small Cap Growth 1.12M (1.77%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Small Cap Growth Index Inv 1.06M (1.67%) 588.00
Increased by +0.06%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 931.92K (1.47%) 14.34K
Increased by +1.54%
Sep 30, 24
11 Fidelity Small Cap Index 761.09K (1.20%) -17.33K
Decreased by -2.28%
Aug 31, 24
12 iShares Russell 2000 Growth ETF 734.47K (1.16%) 0.00
Increased by 0.00%
Oct 31, 24
13 L&G Cyber Security ETF 684.10K (1.08%) -410.00
Decreased by -0.06%
Oct 31, 24
14 Fidelity® Small Cap Index 674.75K (1.06%) 18.87K
Increased by +2.80%
Oct 31, 23
15 DFA US Small Cap I 493.20K (0.78%) 0.00
Increased by 0.00%
Sep 30, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 478.11K (0.75%) -10.90K
Decreased by -2.28%
Oct 31, 24
17 Principal SmallCap R5 459.70K (0.73%) 11.40K
Increased by +2.48%
Sep 30, 24
18 Principal U.S. Small Cap Equity 459.70K (0.73%) 164.34K
Increased by +35.75%
Sep 30, 24
19 Putnam Core Equity Fund Y 404.67K (0.64%) 26.76K
Increased by +6.61%
Sep 30, 24
20 Putnam U.S. Core Equity Concentrated 404.67K (0.64%) 26.76K
Increased by +6.61%
Sep 30, 24