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Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
60.55%
Public and others
23.08%
Individuals & Insiders
16.37%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Joshua James
Founder, CEO & Director
12.10%
5.46M
0.42%
+149.18K
06/24/2026
BlackRock, Inc.
10.97%
4.95M
2.70%
+1.44M
06/30/2026
Vanguard Portfolio Management, LLC
7.14%
3.22M
--
+3.22M
03/31/2026
Veradace Capital Management LLC
4.38%
1.98M
0.65%
+420.60K
03/31/2026
Acadian Asset Management LLC
3.40%
1.54M
0.07%
+86.76K
03/31/2026
Vanguard Capital Management, LLC
3.13%
1.41M
--
+1.41M
03/31/2026
Goldman Sachs Asset Management, L.P.
2.72%
1.23M
2.46%
+1.12M
03/31/2026
Prelude Capital Management, LLC
2.45%
1.11M
0.18%
+4.90K
03/31/2026
Jacobs Levy Equity Management Inc
2.21%
998.59K
0.83%
+421.70K
03/31/2026
State Street Global Advisors, Inc.
2.06%
928.17K
1.02%
-357.59K
03/31/2026
Geode Capital Management, LLC
1.69%
762.65K
0.31%
-73.37K
03/31/2026
Morgan Stanley
1.36%
616.16K
1.16%
+529.53K
03/31/2026
Daren Thayne
Former CTO, Executive VP of Product & Interim Principal Executive Officer
1.33%
601.60K
0.07%
+66.31K
06/24/2026
Point72 Asset Management, L.P.
1.28%
577.64K
1.28%
+577.64K
03/31/2026
FMR LLC
1.17%
526.32K
0.09%
+76.18K
03/31/2026
J. Goldman & Co., L.P.
1.03%
464.20K
0.81%
+374.52K
03/31/2026
Charles Schwab Investment Management, Inc.
0.83%
373.53K
0.05%
+0
06/30/2026
The Goldman Sachs Group, Inc.
0.76%
344.93K
0.62%
-231.89K
03/31/2026
Mark Maughan
Former Chief Operating Officer
0.66%
296.49K
0.10%
+59.57K
05/22/2026
David Jolley
Director
0.64%
288.25K
0.08%
+52.87K
07/14/2026