Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 1.39%
2 PTF 1.06%
3 NSCS 1.00%
4 IWFH 0.69%
5 XSW 0.67%
6 ILDR 0.39%
7 IPO 0.37%
8 MILN 0.27%
9 CSML 0.18%
10 FNY 0.12%
11 JHSC 0.11%
12 PSC 0.11%
13 VTWG 0.08%
14 IWO 0.08%
15 BKSE 0.06%
16 FNX 0.06%
17 DFAS 0.06%
18 ISCG 0.06%
19 JKK 0.06%
20 EZM 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vista Equity Partners Fund III LP 71.12M (123.60%) 0.00
Increased by 0.00%
Dec 31, 23
2 Canada Pension Plan Investment Board 10.11M (17.57%) 0.00
Increased by 0.00%
Dec 31, 23
3 Vanguard Group Inc 9.51M (16.53%) 2.63M
Increased by +27.69%
Dec 31, 23
4 Wellington Management Company LLP 4.70M (8.17%) -2.40M
Decreased by -50.99%
Dec 31, 23
5 BlackRock Inc 4.49M (7.80%) 307.17K
Increased by +6.85%
Dec 31, 23
6 Wasatch Advisors LP 3.93M (6.83%) 442.34K
Increased by +11.25%
Mar 31, 24
7 Wasatch Advisors Inc. 3.49M (6.07%) 375.81K
Increased by +10.77%
Dec 31, 23
8 Blair William & Co 3.35M (5.82%) 37.87K
Increased by +1.13%
Dec 31, 23
9 Goldman Sachs Group Inc 2.78M (4.84%) 1.77M
Increased by +63.68%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 2.61M (4.53%) 693.92K
Increased by +26.63%
Dec 31, 23
11 Riverbridge Partners LLC 2.51M (4.36%) 935.65K
Increased by +37.29%
Mar 31, 24
12 Mackenzie Investments 1.82M (3.17%) 50.09K
Increased by +2.75%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 1.66M (2.88%) 207.24K
Increased by +12.52%
Dec 31, 23
14 TimesSquare Capital Management, LLC 1.51M (2.63%) -430.52K
Decreased by -28.45%
Mar 31, 24
15 Nuveen Asset Management, LLC 1.41M (2.45%) -175.22K
Decreased by -12.42%
Dec 31, 23
16 JPMorgan Chase & Co 1.37M (2.37%) -8.77K
Decreased by -0.64%
Dec 31, 23
17 State Street Corporation 1.32M (2.29%) 106.13K
Increased by +8.05%
Dec 31, 23
18 Amvescap Plc. 1.26M (2.19%) -150.85K
Decreased by -11.97%
Dec 31, 23
19 Geode Capital Management, LLC 1.20M (2.08%) 70.08K
Increased by +5.86%
Dec 31, 23
20 T. Rowe Price Associates, Inc. 1.15M (2.00%) -34.32K
Decreased by -2.98%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.94M (5.10%) 14.20K
Increased by +0.48%
Mar 31, 24
2 Wasatch Core Growth 2.40M (4.17%) 348.42K
Increased by +14.52%
Mar 31, 24
3 Vanguard Small Cap Index 2.32M (4.03%) -22.53K
Decreased by -0.97%
Mar 31, 24
4 Vanguard Small Cap Value Index Inv 1.56M (2.72%) -37.02K
Decreased by -2.37%
Mar 31, 24
5 iShares Russell 2000 ETF 1.31M (2.28%) -10.48K
Decreased by -0.80%
Apr 30, 24
6 Canada Life US Small-Mid Cap Growth A 1.31M (2.28%) 0.00
Increased by 0.00%
Feb 29, 24
7 Canada Life US Small-Mid Cap Growth F 1.31M (2.28%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Information Technology ETF 1.26M (2.20%) 8.78K
Increased by +0.69%
Mar 31, 24
9 Calvert Small-Cap A 1.20M (2.08%) 0.00
Increased by 0.00%
Mar 31, 24
10 UBS: US Equity Small Cap Growth 1.19M (2.06%) 0.00
Increased by 0.00%
Dec 31, 23
11 Calvert US Small-Cap Strategy 1.14M (1.99%) 395.91K
Increased by +34.60%
Dec 31, 23
12 GS Gbl Social Impact EQ-PDisUSD 1.07M (1.87%) 26.56K
Increased by +2.47%
Feb 29, 24
13 T. Rowe Price Integrated US Sm Gr Eq 911.30K (1.58%) 51.10K
Increased by +5.61%
Mar 31, 24
14 Fort Washington Small Company Equity 894.39K (1.55%) 101.86K
Increased by +11.39%
Mar 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 857.06K (1.49%) 11.89K
Increased by +1.39%
Mar 31, 24
16 Pictet-Global Megatrend Sel I USD 761.85K (1.32%) 49.56K
Increased by +6.51%
Jan 31, 24
17 Touchstone Small Company A 733.50K (1.27%) 83.73K
Increased by +11.42%
Mar 31, 24
18 Empower Small Cap Growth/TimesSquare SP 710.00K (1.23%) -43.30K
Decreased by -6.10%
Dec 31, 23
19 Wellington Global Impact USD S Ac 702.95K (1.22%) 44.00K
Increased by +6.26%
Mar 31, 24
20 CREF Stock R1 688.70K (1.20%) 0.00
Increased by 0.00%
Mar 31, 24