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 · 5.5% of their software1,237,233 shares$320M−$30.8M
• BamcoGeneralist · 3.8% of their software1,209,419 shares$313MFlat
• BlackRockPassive · 0.1% of their software1,040,270 shares$269MFlat
• FidelityGeneralist · 0.1% of their software923,732 shares$239M+$45.9M
• Wasatch AdvisorsGeneralist · 8.1% of their software814,573 shares$211MFlat
• JPMorgan ChaseGeneralist · 0.3% of their software478,474 shares$124M−$19.3M
• Artisan Partners Limited PartnershipGeneralist · 1.0% of their software460,144 shares$119MFlat
• Renaissance TechnologiesGeneralist · 1.4% of their software450,170 shares$117M−$6.5M
• State StreetPassive · 0.1% of their software353,824 shares$91.7M+$1.1M
• InvescoPassive · 0.2% of their software324,585 shares$84.1MFlat
• Bank of New York MellonPassive · 0.2% of their software319,525 shares$82.8M−$1.0M
• DimensionalPassive · 0.6% of their software314,998 shares$81.6MFlat
• GeodePassive · 0.1% of their software307,863 shares$79.7MFlat
• Wells FargoGeneralist · 0.2% of their software250,931 shares$65.0M−$2.5M
• Praesidium Investment Management CompanySpecialist · 5.4% of their software243,867 shares$63.2M+$2.3M
• Millennium ManagementGeneralist · 1.0% of their software219,052 shares$56.7M+$7.3M
• American Capital ManagementGeneralist · 3.8% of their software184,809 shares$47.9M−$1.9M
• Loomis Sayles & CO L PGeneralist · 0.3% of their software144,959 shares$37.5M+$1.0M
• Bank of AmericaGeneralist · 0.1% of their software143,561 shares$37.2M−$1.3M
• Lazard Asset ManagementGeneralist · 0.5% of their software140,269 shares$36.3M−$2.6M
• New York State Common Retirement FundGeneralist · 0.3% of their software135,396 shares$35.1M+$4.0M
• Charles Schwab Investment ManagementPassive · 0.1% of their software133,821 shares$34.7M+$3.6M
• Principal Financial GroupGeneralist · 0.2% of their software125,805 shares$32.6M+$4.6M
• Northern TrustPassive · 0.1% of their software112,471 shares$29.1M−$707K
• Morgan StanleyGeneralist · 0.0% of their software102,987 shares$26.7M+$2.1M
• Sei Investments COGeneralist · 0.4% of their software74,728 shares$19.4M+$875K
• Nordea Investment Management AbGeneralist · 0.1% of their software70,540 shares$18.9M+$9.0M
• Goldman SachsGeneralist · 0.0% of their software62,186 shares$16.1MFlat
• California Public Employees Retirement SystemGeneralist · 0.1% of their software53,069 shares$13.7MFlat
• Swiss National BankGeneralist · 0.1% of their software52,200 shares$13.5MFlat
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.1% of their software47,523 shares$12.3M−$10.3M
• First Trust AdvisorsGeneralist · 0.1% of their software45,601 shares$11.8M−$2.5M
• UBS Asset ManagementGeneralist · 0.0% of their software41,902 shares · Not in the total$10.9MFlat
• California State Teachers Retirement SystemGeneralist · 0.1% of their software39,708 shares$10.3MFlat
• Man GroupGeneralist · 0.3% of their software38,855 shares$10.1M−$1.3M
• Daiwa Securities GroupGeneralist · 1.5% of their software30,595 shares$7.9M+$1.3M
• Bank of MontrealGeneralist · 0.1% of their software27,934 shares$7.7M+$1.3M
• Victory Capital ManagementGeneralist · 0.1% of their software29,087 shares$7.5MFlat
• Rhumbline AdvisersGeneralist · 0.1% of their software27,943 shares$7.2M−$909K
• State Board of Administration of Florida Retirement SystemGeneralist · 0.1% of their software27,272 shares$7.1MFlat
• Fisher Asset ManagementGeneralist · 0.0% of their software24,362 shares$6.3MFlat
• Bnp Paribas Asset Management HoldingGeneralist · 0.2% of their software23,685 shares$6.1M−$3.4M
• CitigroupGeneralist · 0.1% of their software22,602 shares$5.9M−$775K
• Legal & GeneralPassive · 0.0% of their software21,913 shares$5.7M+$905K
• Jennison AssociatesGeneralist · 0.0% of their software20,436 shares$5.3M+$744K
• Franklin ResourcesGeneralist · 0.0% of their software18,275 shares$4.7M+$697K
• Deutsche BankGeneralist · 0.0% of their software18,108 shares$4.7M+$968K
• Stifel FinancialGeneralist · 0.1% of their software17,062 shares$4.4MFlat
• HSBCGeneralist · 0.0% of their software14,106 shares$3.7MFlat
• US Bancorp deGeneralist · 0.1% of their software13,415 shares$3.5MFlat
• Jane Street GroupGeneralist · 0.2% of their software13,324 shares$3.5MNew · +$3.4M
• Aqr Capital ManagementGeneralist · 0.1% of their software13,106 shares$3.4M−$2.0M
• BarclaysGeneralist · 0.0% of their software11,909 shares$3.1MFlat
• Envestnet Asset ManagementGeneralist · 0.1% of their software11,307 shares$2.9MFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software11,287 shares$2.9MFlat
• AlliancebernsteinGeneralist · 0.0% of their software10,931 shares$2.8MFlat
• Citadel AdvisorsGeneralist · 0.0% of their software9,573 shares$2.5MFlat
• Neuberger Berman GroupGeneralist · 0.0% of their software9,261 shares$2.4MFlat
• Squarepoint OpsGeneralist · 0.2% of their software8,764 shares$2.3MFlat
• Qube Research & TechnologiesGeneralist · 0.4% of their software8,707 shares$2.3M−$992K
• Bank of Nova ScotiaGeneralist · 0.0% of their software8,318 shares$2.2M−$3.0M
• D. E. ShawGeneralist · 0.0% of their software7,916 shares$2.1M+$617K
• Voya Investment ManagementGeneralist · 0.0% of their software7,612 shares$2.0MFlat
• Blair William & Co/ilGeneralist · 0.0% of their software7,422 shares$1.9MFlat
• UBS GroupGeneralist · 0.0% of their software7,225 shares$1.9M−$1.2M
• Russell Investments GroupGeneralist · 0.0% of their software6,246 shares$1.6MFlat
• AvivaGeneralist · 0.1% of their software6,072 shares$1.6MNew · +$1.6M
• State of Wisconsin Investment BoardGeneralist · 0.0% of their software2,932 shares$759KFlat
• LPl FinancialGeneralist · 0.0% of their software2,596 shares$673KFlat
• Zurcher Kantonalbank (Zurich Cantonalbank)Generalist · 0.0% of their software2,500 shares$648KFlat
• Susquehanna International GroupGeneralist · 0.0% of their software2,117 shares$548KFlat
• ProShare AdvisorsGeneralist · 0.0% of their software2,030 shares$526KFlat
• Creative PlanningGeneralist · 0.0% of their software1,406 shares$364KFlat
• Assenagon Asset ManagementGeneralist · 0.0% of their software1,397 shares$362KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,359 shares$351KFlat
• Tudor InvestmentGeneralist · 0.1% of their software1,151 shares$298KNew
• Prudential FinancialGeneralist · 0.0% of their software995 shares$275KFlat
• First Manhattan CO.Generalist · 0.0% of their software993 shares$257KFlat
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software1,353 shares$217K−$1.1M
• Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software805 shares$209KFlat
• Van Eck AssociatesGeneralist · 0.0% of their software507 shares$131KFlat
• Rockefeller Capital ManagementGeneralist · 0.0% of their software152 shares$39KFlat
• Fifth Third BancorpGeneralist · 0.0% of their software119 shares$31KFlat
• Federated HermesGeneralist · 0.0% of their software78 shares$20KFlat
• Fuller & Thaler Asset ManagementGeneralist · 0.0% of their software45 shares$12KFlat