Morningstar

Quarter history

Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.

• Q2 2026100 filers · $156$3.0B+$253M
• Q1 2026104 filers · $169$2.9B−$4.9M
• Q4 2025105 filers · $217$3.7B+$138M
• Q3 2025105 filers · $232$3.8B−$633M
• Q2 2025106 filers · $314$5.7B+$128M
• Q1 2025106 filers · $300$5.3B−$111M
• Q4 2024100 filers · $337$6.1B+$158M
• Q3 202493 filers · $319$5.6B+$69.8M
• Q2 202495 filers · $296$5.1B+$135M
• Q1 202490 filers · $308$5.2B+$134M
• Q4 202389 filers · $286$4.6B−$56.7M
• Q3 202388 filers · $234$3.8B+$279M
• Q2 202385 filers · $196$2.9B+$74.8M
• Q1 202385 filers · $203$3.0B−$58.2M
• Q4 202289 filers · $217$3.2B+$508M
• Q3 202289 filers · $212$2.6B−$132M
• Q2 202284 filers · $242$3.1B+$166M
• Q1 202288 filers · $273$3.4B+$419M
• Q4 202191 filers · $342$3.8B−$29.8M
• Q3 202184 filers · $259$2.9B−$7.5M
• Q2 202183 filers · $257$2.9B−$103M
• Q1 202183 filers · $225$2.6B−$126M
• Q4 202082 filers · $232$2.8B−$70.8M
• Q3 202082 filers · $161$2.0B−$4.9M
• Q2 202073 filers · $141$1.8B+$82.9M
• Q1 202071 filers · $116$1.4B−$7.6M
• Q4 201976 filers · $151$1.8B−$23.3M
• Q3 201976 filers · $146$1.8B+$62.3M
• Q2 201973 filers · $145$1.7B+$107M
• Q1 201973 filers · $126$1.4B+$23.4M
• Q4 201873 filers · $110$1.2B+$74.3M
• Q3 201872 filers · $126$1.3B+$112M
• Q2 201865 filers · $128$1.2B+$75.7M
• Q1 201861 filers · $96$813M−$2.9M
• Q4 201763 filers · $97$828M−$1.9M
• Q3 201761 filers · $85$728M+$21.0M
• Q2 201756 filers · $78$650M−$23.3M
• Q1 201760 filers · $79$676M+$71.8M
• Q4 201659 filers · $74$560M−$14.7M
• Q3 201662 filers · $79$610M+$25.2M
• Q2 201662 filers · $82$599M—

Who owns it

• Kayne Anderson Rudnick Investment ManagementGeneralist · 12.8% of their software1,642,872 shares$207M−$12.0M
• FidelityGeneralist · 0.2% of their software1,554,353 shares$196M+$35.8M
• BamcoGeneralist · 4.0% of their software1,457,280 shares$184MFlat
• BlackRockPassive · 0.1% of their software816,394 shares$103MFlat
• Renaissance TechnologiesGeneralist · 1.2% of their software696,270 shares$87.7MFlat
• JPMorgan ChaseGeneralist · 0.3% of their software669,927 shares$84.4M+$3.7M
• DimensionalPassive · 0.6% of their software338,209 shares$42.6M−$5.3M
• New York State Common Retirement FundGeneralist · 0.6% of their software306,675 shares$38.6M−$9.0M
• Wells FargoGeneralist · 0.2% of their software300,547 shares$37.9M−$8.5M
• GeodePassive · 0.1% of their software281,310 shares$35.4MFlat
• State StreetPassive · 0.0% of their software270,585 shares$34.1M−$1.9M
• American Capital ManagementGeneralist · 4.4% of their software212,805 shares$26.8MFlat
• Bank of AmericaGeneralist · 0.1% of their software212,615 shares$26.8M−$3.8M
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.6% of their software208,192 shares$26.2MFlat
• Northern TrustPassive · 0.1% of their software185,879 shares$23.4M+$2.2M
• Charles Schwab Investment ManagementPassive · 0.2% of their software168,314 shares$21.2M+$3.7M
• Goldman SachsGeneralist · 0.1% of their software132,605 shares$16.7MFlat
• Millennium ManagementGeneralist · 0.5% of their software103,837 shares$13.1MFlat
• Bank of New York MellonPassive · 0.1% of their software102,499 shares$12.9MFlat
• Lazard Asset ManagementGeneralist · 0.4% of their software93,697 shares$11.8M+$1.3M
• Apg Asset ManagementGeneralist · 0.4% of their software104,400 shares$11.7M+$3.8M
• Russell Investments GroupGeneralist · 0.3% of their software78,968 shares$9.9M−$1.1M
• First Trust AdvisorsGeneralist · 0.2% of their software77,593 shares$9.8M−$1.3M
• Aqr Capital ManagementGeneralist · 0.1% of their software74,686 shares$9.4M+$2.5M
• Loomis Sayles & CO L PGeneralist · 0.1% of their software66,071 shares$8.3M+$1.3M
• Bnp Paribas Asset Management HoldingGeneralist · 0.8% of their software47,294 shares$6.0MNew · +$5.2M
• Marshall WaceGeneralist · 1.3% of their software45,544 shares$5.7M+$4.0M
• California Public Employees Retirement SystemGeneralist · 0.1% of their software45,465 shares$5.7MFlat
• Sei Investments COGeneralist · 0.3% of their software39,467 shares$5.0MFlat
• Blair William & Co/ilGeneralist · 0.2% of their software39,414 shares$5.0MFlat
• Morgan StanleyGeneralist · 0.0% of their software38,242 shares$4.8M+$570K
• Swiss National BankGeneralist · 0.1% of their software35,000 shares$4.4MFlat
• Rhumbline AdvisersGeneralist · 0.1% of their software33,542 shares$4.2MFlat
• Artisan Partners Limited PartnershipGeneralist · 0.1% of their software32,380 shares$4.1MNew · +$3.6M
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software30,450 shares$3.8MFlat
• Citadel AdvisorsGeneralist · 0.1% of their software29,609 shares$3.7M+$707K
• California State Teachers Retirement SystemGeneralist · 0.1% of their software28,727 shares$3.6MFlat
• Deutsche BankGeneralist · 0.0% of their software25,559 shares$3.2M−$551K
• Bnp Paribas Financial MarketsGeneralist · 0.2% of their software25,464 shares$3.2M+$541K
• Fisher Asset ManagementGeneralist · 0.1% of their software29,003 shares$3.2MFlat
• BarclaysGeneralist · 0.1% of their software24,465 shares$3.1M+$1.1M
• UBS Asset ManagementGeneralist · 0.0% of their software23,396 shares · Not in the total$2.9MFlat
• HSBCGeneralist · 0.1% of their software22,973 shares$2.9M+$1.1M
• Bank of MontrealGeneralist · 0.1% of their software20,424 shares$2.6MFlat
• US Bancorp deGeneralist · 0.2% of their software18,942 shares$2.4MFlat
• Man GroupGeneralist · 0.1% of their software18,615 shares$2.3MFlat
• InvescoPassive · 0.0% of their software18,278 shares$2.3MFlat
• Brown AdvisoryGeneralist · 0.1% of their software18,010 shares$2.3MFlat
• AmeripriseGeneralist · 0.0% of their software17,458 shares$2.2MFlat
• Envestnet Asset ManagementGeneralist · 0.2% of their software16,627 shares$2.1MFlat
• Robeco Institutional Asset Management B.v.Generalist · 0.1% of their software15,609 shares$2.0MFlat
• UBS GroupGeneralist · 0.0% of their software15,229 shares$1.9MFlat
• Stifel FinancialGeneralist · 0.1% of their software14,109 shares$1.8MFlat
• Legal & GeneralPassive · 0.0% of their software10,366 shares$1.3MFlat
• Neuberger Berman GroupGeneralist · 0.0% of their software10,238 shares$1.3MFlat
• AlliancebernsteinGeneralist · 0.0% of their software10,199 shares$1.3MFlat
• Voya Investment ManagementGeneralist · 0.0% of their software8,390 shares$1.1M−$698K
• D. E. ShawGeneralist · 0.0% of their software5,746 shares$724KFlat
• Franklin ResourcesGeneralist · 0.0% of their software4,732 shares$596KFlat
• CitigroupGeneralist · 0.0% of their software4,302 shares$542KFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software3,525 shares$444KFlat
• State of Wisconsin Investment BoardGeneralist · 0.0% of their software3,382 shares$426KFlat
• Squarepoint OpsGeneralist · 0.1% of their software3,049 shares$384KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software2,854 shares$360KFlat
• Principal Financial GroupGeneralist · 0.0% of their software2,370 shares$299KFlat
• ProShare AdvisorsGeneralist · 0.0% of their software2,335 shares$294KFlat
• Allianz Asset Management GmbHGeneralist · 0.0% of their software2,236 shares$282KFlat
• Creative PlanningGeneralist · 0.1% of their software1,747 shares$220KFlat
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software1,123 shares$141KFlat
• First Manhattan CO.Generalist · 0.0% of their software951 shares$119KFlat
• Victory Capital ManagementGeneralist · 0.0% of their software668 shares$84K−$3.9M
• Fifth Third BancorpGeneralist · 0.0% of their software544 shares$69KFlat
• Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software195 shares$25KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software201 shares$25KNew