0 new0 added0 reduced1 sold outnet sold ≈ $287 (-10 shares)
* Summed across managers. Shares that two managers' reports both contain – a
subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are
counted once.
Holder counts are more reliable.
Implied quarter-end price ≈ $28.72.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
Quarter
Holders
Q3 2022
127
Q4 2022
143
Q1 2023
138
Q2 2023
109
Q3 2023
108
Q4 2023
104
Q1 2024
7
Q2 2024
3
Q3 2024
2
Q4 2024
3
Q1 2025
2
Q2 2025
2
Q3 2025
2
Q4 2025
2
Q1 2026
2
Q2 2026
1
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D
if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the
stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder
worked them out.
Holder
Stake
Change
Shares
Last filed
Sylebra Capital Ltd13D · may seek influencefiled 2025-04-03Stated purposeThe Reporting Persons acquired the shares as a passive investment for fund management purposes.
Full filing
SYLEBRA CAPITAL LLC13D · may seek influencefiled 2026-07-06Stated purposeItem 4 is hereby amended and supplemented as follows:
The Reporting Persons acquired the Notes (and the shares of Common Stock issuable upon conversion thereof) for investment purposes in the ordinary course of the business of the Solutions Funds, which are newly formed investment vehicles advised by Sylebra US and Sylebra HK. The Notes are convertible, subject to the terms of the Indenture governing the Notes, into shares of Common Stock.
The Solutions Funds have no current plan to convert the Notes but reserve the right to do so subject to the terms of the Indenture.
In connection with the launch of the Solutions Funds, certain Apollo entities have made capital commitments to the Solutions Funds, including the contribution of the Notes described in Item 3 above. The Reporting Persons,…
Full filing