7 new1 added4 reduced2 sold outnet sold ≈ $3.6m (-57.0k 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 ≈ $63.82.
Options: 3 managers hold calls
($7.1m notional), 3 hold puts ($2.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
Quarter
Holders
Q4 2024
6
Q1 2025
10
Q2 2025
10
Q3 2025
7
Q4 2025
5
Q1 2026
7
Q2 2026
12
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Options at notional value: the value of the shares the contracts control, as filers report
them, not what the options cost. Not included in the holders, shares or buying above.