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Overview
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Options
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Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Individuals & Insiders
34.98%
Public and others
31.22%
Private companies
25.64%
Institutions
8.17%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
William Mobley
Founder, CEO, President & Chairman of the Board of Directors
33.68%
13.92M
32.47%
+13.43M
02/11/2026
Nextelligence, INC.
25.63%
10.60M
0.36%
-21.90K
04/20/2026
Davidson Kempner Capital Management LP
4.47%
1.85M
--
+1.85M
06/30/2026
Vanguard Capital Management, LLC
1.97%
816.28K
--
+816.28K
06/30/2026
Christopher Savine
Chief Operating Officer
1.30%
537.50K
--
+537.50K
02/11/2026
Sterling Investment Advisors, Ltd.
0.97%
402.27K
--
+402.27K
03/31/2026
Vanguard Fiduciary Trust Company
0.17%
69.22K
--
+69.22K
06/30/2026
Advisory Services Network, LLC
0.14%
58.78K
--
+58.78K
03/31/2026
BlackRock, Inc.
0.12%
48.84K
--
+48.84K
06/30/2026
Millennium Management LLC
0.06%
26.05K
--
+26.05K
03/31/2026
FMR LLC
0.05%
20.10K
0.02%
+7.35K
04/30/2026
OMERS Administration Corporation
0.05%
18.80K
--
+18.80K
03/31/2026
Hudson River Trading LLC
0.05%
18.64K
--
+18.64K
03/31/2026
Choreo, LLC
0.03%
14.40K
--
+14.40K
03/31/2026
Geode Capital Management, LLC
0.03%
12.75K
--
+12.75K
03/31/2026
Two Sigma Securities, LLC
0.03%
10.55K
--
+10.55K
03/31/2026
JPMorgan Chase & Co.
<0.01%
3.36K
--
+3.36K
03/31/2026
Financial Management Professionals Inc
<0.01%
2.80K
--
+2.80K
06/30/2026
Morgan Stanley
<0.01%
2.66K
--
+2.66K
03/31/2026
TeleBrands Corp.
<0.01%
2.00K
--
+2.00K
02/11/2026