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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 2026133 filers · $28$8.8B+$808M
• Q1 2026129 filers · $27$7.1B+$111M
• Q4 2025130 filers · $36$8.9B+$173M
• Q3 2025126 filers · $37$8.9B−$10.0M
• Q2 2025123 filers · $44$10.8B+$932M
• Q1 2025125 filers · $33$7.2B+$243M
• Q4 2024122 filers · $36$7.6B+$676M
• Q3 2024108 filers · $28$5.2B−$71.0M
• Q2 2024110 filers · $26$4.8B+$403M
• Q1 2024103 filers · $25$4.2B+$89.0M
• Q4 202395 filers · $18$3.0B−$213M
• Q3 2023100 filers · $19$3.3B+$78.6M
• Q2 2023101 filers · $23$3.9B+$330M
• Q1 202392 filers · $18$2.7B+$15.0M
• Q4 202298 filers · $18$2.7B+$329M
• Q3 202278 filers · $17$2.2B+$96.9M
• Q2 202266 filers · $13$1.6B+$542M
• Q1 202256 filers · $22$2.2B+$869M
• Q4 202156 filers · $35$2.6B+$2.8B
• Q3 202143 filers · $50$922M+$931M

Who owns it

• Lead Edge Capital ManagementCrossover · 88.9% of their software13,003,407 shares$406M+$647M
• AlphabetGeneralist · 24.6% of their software9,496,884 shares$330MNew · +$474M
• Capital International InvestorsGeneralist · 0.5% of their software7,950,799 shares · Not in the total$276M+$361M
• GreenoaksCrossover · 87.2% of their software6,814,501 shares$237MNew · +$340M
• Hmi Capital ManagementGeneralist · 25.7% of their software6,454,350 shares$224M+$302M
• D1 Capital PartnersCrossover · 6.3% of their software6,383,040 shares$222MNew · +$319M
• Tiger Global ManagementCrossover · 0.8% of their software4,500,000 shares$156M+$162M
• JPMorgan ChaseGeneralist · 0.3% of their software4,166,389 shares$145M+$70.2M
• BlackRockPassive · 0.0% of their software3,829,300 shares$133M+$95.6M
• Generation Investment ManagementGeneralist · 3.9% of their software3,270,692 shares$114M+$120M
• Durable Capital PartnersSpecialist · 2.8% of their software3,155,302 shares$104M−$24.7M
• Artisan Partners Limited PartnershipGeneralist · 0.6% of their software1,966,303 shares$68.3MNew · +$98.2M
• Sumitomo Mitsui Trust GroupGeneralist · 0.2% of their software1,641,905 shares$57.0MNew · +$82.0M
• Morgan StanleyGeneralist · 0.0% of their software1,101,744 shares$38.2M+$54.3M
• Contour Asset ManagementGeneralist · 6.4% of their software950,265 shares$33.0M+$14.3M
• Allspring Global Investments HoldingsGeneralist · 0.2% of their software697,727 shares$24.2M—
• Millennium ManagementGeneralist · 0.4% of their software625,934 shares$21.7M+$9.2M
• GeodePassive · 0.0% of their software621,278 shares$21.6MNew · +$31.0M
• Stephens Investment Management GroupGeneralist · 1.7% of their software588,591 shares$20.4M+$29.4M
• Altimeter Capital ManagementCrossover · 0.2% of their software500,000 shares$17.4MFlat
• Capital Research Global InvestorsGeneralist · 0.0% of their software487,305 shares · Not in the total$16.9M−$10.6M
• Td Asset ManagementGeneralist · 0.1% of their software407,360 shares$14.1M+$12.6M
• Temasek Holdings (Private)Generalist · 0.4% of their software379,889 shares$13.2MNew · +$19.0M
• AmeripriseGeneralist · 0.0% of their software366,786 shares$12.7M+$9.6M
• Charles Schwab Investment ManagementPassive · 0.0% of their software362,046 shares$12.6MNew · +$18.1M
• Massachusetts Financial Services COGeneralist · 0.0% of their software352,211 shares$12.2MFlat
• BlackstoneGeneralist · 1.5% of their software345,054 shares$12.0M+$3.4M
• Coatue ManagementCrossover · 0.4% of their software341,949 shares$11.9M−$502K
• FidelityGeneralist · 0.0% of their software311,118 shares$10.8M−$54.0M
• Whale Rock Capital ManagementSpecialist · 0.2% of their software286,592 shares$9.9M+$9.1M
• AlliancebernsteinGeneralist · 0.0% of their software242,026 shares$8.4M+$11.9M
• State StreetPassive · 0.0% of their software233,300 shares$8.1MNew · +$11.7M
• Bank of AmericaGeneralist · 0.0% of their software214,591 shares$7.4MNew · +$10.7M
• Light Street Capital ManagementSpecialist · 1.0% of their software172,100 shares$6.0M−$21.4M
• Soros Fund ManagementGeneralist · 5.9% of their software152,130 shares$5.3MNew · +$7.6M
• Susquehanna International GroupGeneralist · 0.1% of their software146,207 shares$5.1M+$6.9M
• Northern TrustPassive · 0.0% of their software134,848 shares$4.7MNew · +$6.7M
• BamcoGeneralist · 0.0% of their software114,485 shares$4.0M−$9.3M
• Franklin ResourcesGeneralist · 0.0% of their software112,826 shares$3.9M−$14.3M
• Renaissance TechnologiesGeneralist · 0.1% of their software109,000 shares$3.8MNew · +$5.4M
• Sei Investments COGeneralist · 0.1% of their software100,968 shares$3.5MNew · +$5.0M
• Goldman SachsGeneralist · 0.0% of their software78,211 shares$2.7M−$8.3M
• New York State Common Retirement FundGeneralist · 0.0% of their software74,098 shares$2.6MFlat
• Tudor InvestmentGeneralist · 0.4% of their software65,641 shares$2.3MFlat
• National Bank of CanadaGeneralist · 0.1% of their software53,500 shares$1.9M—
• UBS GroupGeneralist · 0.0% of their software46,538 shares$1.6M+$2.3M
• Jane Street GroupGeneralist · 0.0% of their software42,249 shares$1.5MFlat
• Stifel FinancialGeneralist · 0.0% of their software42,212 shares$1.5MNew · +$2.1M
• Bank of New York MellonPassive · 0.0% of their software33,486 shares$1.2MNew · +$1.7M
• Citadel AdvisorsGeneralist · 0.0% of their software32,585 shares$1.1M−$33.9M
• US Bancorp deGeneralist · 0.0% of their software22,002 shares$764KNew · +$1.1M
• Wells FargoGeneralist · 0.0% of their software18,883 shares$655K+$921K
• LPl FinancialGeneralist · 0.0% of their software14,770 shares$513KFlat
• Blair William & Co/ilGeneralist · 0.0% of their software14,613 shares$507KNew · +$730K
• Manufacturers Life Insurance Company, TheGeneralist · 0.0% of their software14,536 shares$505KFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software11,254 shares$391K+$548K
• Rockefeller Capital ManagementGeneralist · 0.0% of their software150 shares$5KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software100 shares$3KFlat