0 new0 added1 reduced68 sold outnet sold ≈ $20.2m (-29.4m 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 ≈ $9.98.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
Quarter
Holders
Q3 2022
111
Q4 2022
110
Q1 2023
107
Q2 2023
88
Q3 2023
94
Q4 2023
86
Q1 2024
93
Q2 2024
101
Q3 2024
106
Q4 2024
115
Q1 2025
118
Q2 2025
111
Q3 2025
100
Q4 2025
90
Q1 2026
72
Q2 2026
2
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
Great Dane Ventures, LLC
13D · may seek influence-21.8 pts · filed 2026-03-03Stated purposeItem 4 of the Original Schedule 13D is hereby amended by adding the following to the end thereof:
On March 3, 2026, Great Dane, the Equity Owners and Resolute GP I, LLC (collectively, the "Great Dane Parties") entered into a confidentiality agreement (the "Confidentiality Agreement") with the Issuer, pursuant to which the Great Dane Parties agreed to certain non-disclosure and related obligations, subject to certain customary exceptions, that will terminate upon the earlier of: (i) two years after the date of the Confidentiality Agreement and (ii) the date the parties or their respective affiliates consummate a transaction contemplated by the Confidentiality Agreement. The Confidentiality Agreement contains a standstill provision (the "Standstill") that will remain in effect until the ear…
Full filing