Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2025-09-30 | 12.1265 | 0.0213 | 7047058 | -152623 | -2.1199 |
| Vanguard Group Inc | 2025-12-31 | 10.4213 | 0.0153 | 6056125 | -15155 | -0.2496 |
| Baillie Gifford & Co Limited. | 2025-12-31 | 7.8627 | 0.6614 | 4569254 | 1750645 | 62.1102 |
| Wasatch Advisors LP | 2025-12-31 | 4.8846 | 2.9381 | 2838566 | -694767 | -19.6632 |
| FMR Inc | 2025-12-31 | 3.5933 | 0.0186 | 2088181 | -519526 | -19.9227 |
| State Street Corp | 2025-09-30 | 3.5223 | 0.0123 | 2046899 | -31757 | -1.5278 |
| Capital Research Global Investors | 2025-09-30 | 3.4693 | 0.0654 | 2016101 | 136260 | 7.2485 |
| Geode Capital Management, LLC | 2025-09-30 | 2.4944 | 0.016 | 1449556 | 12271 | 0.8538 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 2.0897 | 0.0225 | 1214395 | 622690 | 105.2366 |
| Fuller & Thaler Asset Management Inc | 2025-09-30 | 1.9126 | 0.6527 | 1111471 | -88708 | -7.3912 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 1.8771 | 0.0399 | 1090838 | 5458 | 0.5029 |
| JPMorgan Chase & Co | 2025-09-30 | 1.4923 | 0.0045 | 867200 | 506523 | 140.4367 |
| Northern Trust Corp | 2025-09-30 | 1.458 | 0.0187 | 847256 | -41252 | -4.6428 |
| Wellington Management Company LLP | 2025-12-31 | 1.4084 | 0.025 | 818477 | -3444 | -0.419 |
| NORGES BANK | 2025-12-31 | 1.3302 | 0.0144 | 773017 | 89756 | 13.1364 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 1.3211 | 0.0208 | 767725 | -7683 | -0.9908 |
| Riverbridge Partners LLC | 2025-12-31 | 1.1985 | 2.2746 | 696510 | -66622 | -8.7301 |
| Copeland Capital Management, LLC | 2025-12-31 | 1.1037 | 2.4948 | 641400 | -35799 | -5.2863 |
| Van Berkom and Associates Inc | 2025-12-31 | 1.0807 | 3.1543 | 628028 | -119869 | -16.0275 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.9215 | 0.0166 | 535531 | -3370 | -0.6253 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-02-25 | 3.1953 | 0.3544 | 1856890 | 1856890 | 0 |
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 3.1373 | 0.0149 | 1823146 | 3930 | 0.216 |
| iShares Russell 2000 ETF | 2026-02-25 | 2.3329 | 0.3871 | 1355708 | 191996 | 16.4986 |
| American Funds SMALLCAP World A | 2025-12-31 | 2.2623 | 0.2778 | 1314665 | -500000 | -27.5533 |
| Vanguard Small Cap Index | 2026-01-31 | 2.2578 | 0.132 | 1312069 | -372 | -0.0283 |
| Vanguard US Growth Investor | 2025-12-31 | 1.8746 | 0.3927 | 1089404 | 334317 | 44.2753 |
| Baillie Gifford US Equity Growth | 2025-12-31 | 1.8746 | 2.0757 | 1089404 | 334317 | 44.2753 |
| Vanguard Small Cap Growth Index Inv | 2026-01-31 | 1.2549 | 0.3078 | 729278 | -12303 | -1.659 |
| Van Berkom Sm-Cap Eq | 2025-09-30 | 1.2502 | 3.595 | 726538 | -125655 | -14.7449 |
| Wasatch Core Growth | 2025-12-31 | 1.0765 | 3.1223 | 625566 | -247912 | -28.3822 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-01-31 | 1.0689 | 0.1245 | 621184 | 2539 | 0.4104 |
| Fidelity Small Cap Index | 2025-11-30 | 0.9755 | 0.359 | 566868 | 1822 | 0.3225 |
| FullerThaler Behavioral Small-Cap Value | 2025-12-31 | 0.8776 | 0.9511 | 509982 | -33000 | -6.0775 |
| Undiscovered Managers Behavioral Val L | 2025-12-31 | 0.8281 | 0.9479 | 481218 | -33300 | -6.4721 |
| US Small-Cap Growth II Equity Comp | 2025-12-31 | 0.8231 | 0.6174 | 478349 | 64254 | 15.5167 |
| T. Rowe Price New Horizons | 2025-12-31 | 0.8231 | 0.6174 | 478349 | -63200 | -11.6702 |
| iShares Russell 2000 Growth ETF | 2026-02-25 | 0.8082 | 0.757 | 469674 | 5502 | 1.1853 |
| Fidelity Small Cap Growth | 2025-11-30 | 0.774 | 1.0614 | 449817 | 0 | 0 |
| T. Rowe Price Integrated US Sm Gr Eq | 2025-12-31 | 0.7267 | 0.8817 | 422299 | 0 | 0 |
| T. Rowe Price Integrated US SmCapGrEq | 2025-12-31 | 0.7267 | 0.8817 | 422299 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Pison Marivic Uychiat | 2026-02-20 | Sell | 67 | 204.92 |
| Beverly B Wittekind | 2026-02-19 | Sell | 500 | 210.23 |
| Pison Marivic Uychiat | 2026-02-19 | Sell | 83 | 211.02 |
| Daren Shaw | 2026-02-17 | Sell | 1000 | 213.43 |
| Mark Vincent Parkinson | 2026-02-09 | Sell | 100 | 198 |
| Suzanne D Snapper | 2026-02-06 | Sell | 4573 | 196.11 |
| Suzanne D Snapper | 2026-02-05 | Sell | 8258 | 194.48 |
| Barry M Smith | 2026-02-02 | Sell | 700 | 171.54 |
| John O Agwunobi | 2026-01-21 | Sell | 146 | 178.31 |
| John O Agwunobi | 2026-01-20 | Sell | 246 | 179.82 |
| Barry M Smith | 2026-01-02 | Sell | 700 | 173.59 |
| Beverly B Wittekind | 2025-12-19 | Sell | 2000 | 180 |
| Beverly B Wittekind | 2025-12-12 | Sell | 8400 | 175.48 |
| Barry M Smith | 2025-12-01 | Sell | 700 | 184.27 |
| Spencer Burton | 2025-11-18 | Sell | 2209 | 180 |
| Daren Shaw | 2025-11-18 | Sell | 1000 | 178.57 |
| Spencer Burton | 2025-11-17 | Sell | 5899 | 177.3 |
| Barry Port | 2025-11-12 | Sell | 28315 | 180.71 |
| Pison Marivic Uychiat | 2025-11-07 | Sell | 73 | 182.08 |
| John O Agwunobi | 2025-11-06 | Sell | 246 | 188.87 |