Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2025-09-30 | 12.064 | 0.0213 | 7047058 | -152623 | -2.1199 |
| Vanguard Group Inc | 2025-12-31 | 10.3676 | 0.0153 | 6056125 | -15155 | -0.2496 |
| Baillie Gifford & Co Limited. | 2025-12-31 | 7.8222 | 0.6614 | 4569254 | 1750645 | 62.1102 |
| Wasatch Advisors LP | 2025-12-31 | 4.8594 | 2.9381 | 2838566 | -694767 | -19.6632 |
| FMR Inc | 2025-12-31 | 3.5748 | 0.0186 | 2088181 | -519526 | -19.9227 |
| State Street Corp | 2025-09-30 | 3.5041 | 0.0123 | 2046899 | -31757 | -1.5278 |
| Geode Capital Management, LLC | 2025-12-31 | 2.5656 | 0.0161 | 1498673 | 49117 | 3.3884 |
| Capital Research Global Investors | 2025-12-31 | 2.4695 | 0.0464 | 1442518 | -573583 | -28.4501 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 2.0789 | 0.0225 | 1214395 | 622690 | 105.2366 |
| Fuller & Thaler Asset Management Inc | 2025-12-31 | 2.0458 | 0.3546 | 1195036 | 83565 | 7.5184 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 1.8674 | 0.0399 | 1090838 | 5458 | 0.5029 |
| T. Rowe Price Investment Management,Inc. | 2025-12-31 | 1.5061 | 0.0606 | 879796 | 347704 | 65.3466 |
| JPMorgan Chase & Co | 2025-09-30 | 1.4846 | 0.0045 | 867200 | 506523 | 140.4367 |
| Northern Trust Corp | 2025-09-30 | 1.4504 | 0.0187 | 847256 | -41252 | -4.6428 |
| Wellington Management Company LLP | 2025-12-31 | 1.4012 | 0.025 | 818477 | -3444 | -0.419 |
| NORGES BANK | 2025-12-31 | 1.3233 | 0.0144 | 773017 | 89756 | 13.1364 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 1.3143 | 0.0208 | 767725 | -7683 | -0.9908 |
| Riverbridge Partners LLC | 2025-12-31 | 1.1924 | 2.2746 | 696510 | -66622 | -8.7301 |
| Copeland Capital Management, LLC | 2025-12-31 | 1.098 | 2.4948 | 641400 | -35799 | -5.2863 |
| Van Berkom and Associates Inc | 2025-12-31 | 1.0751 | 3.1543 | 628028 | -119869 | -16.0275 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-03-31 | 3.2742 | 0.3632 | 1912578 | 2925 | 0.1532 |
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 3.1327 | 0.0187 | 1829922 | 6776 | 0.3717 |
| iShares Russell 2000 ETF | 2026-03-31 | 2.3279 | 0.3841 | 1359831 | -11092 | -0.8091 |
| Vanguard Small Cap Index | 2026-02-28 | 2.2519 | 0.1606 | 1315446 | 3377 | 0.2574 |
| American Funds SMALLCAP World A | 2025-12-31 | 2.2506 | 0.2778 | 1314665 | -500000 | -27.5533 |
| Baillie Gifford US Equity Growth | 2026-02-28 | 1.865 | 2.8771 | 1089404 | 0 | 0 |
| Vanguard US Growth Investor | 2025-12-31 | 1.865 | 0.3927 | 1089404 | 334317 | 44.2753 |
| Vanguard Small Cap Growth Index Inv | 2026-02-28 | 1.2502 | 0.3762 | 730298 | 1020 | 0.1399 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-02-28 | 1.0727 | 0.1544 | 626592 | 5408 | 0.8706 |
| Wasatch Core Growth | 2025-12-31 | 1.0709 | 3.1223 | 625566 | -247912 | -28.3822 |
| Fidelity Small Cap Index | 2026-01-31 | 0.9308 | 0.314 | 543721 | -6690 | -1.2155 |
| FullerThaler Behavioral Small-Cap Value | 2025-12-31 | 0.873 | 0.9511 | 509982 | -33000 | -6.0775 |
| Van Berkom Sm-Cap Eq | 2026-03-31 | 0.8611 | 3.3522 | 503014 | -106251 | -17.4392 |
| US Small-Cap Growth II Equity Comp | 2025-12-31 | 0.8189 | 0.6174 | 478349 | 64254 | 15.5167 |
| iShares Russell 2000 Growth ETF | 2026-03-31 | 0.7845 | 0.759 | 458252 | 0 | 0 |
| Undiscovered Managers Behavioral Val L | 2026-02-28 | 0.7786 | 1.0667 | 454818 | 0 | 0 |
| Fidelity Small Cap Growth | 2026-01-31 | 0.7701 | 0.9842 | 449817 | 0 | 0 |
| T. Rowe Price Integrated US SmCapGrEq | 2025-12-31 | 0.7229 | 0.8817 | 422299 | 0 | 0 |
| T. Rowe Price Integrated US Sm Gr Eq | 2026-01-31 | 0.7229 | 0.837 | 422299 | 0 | 0 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-02-28 | 0.7219 | 0.357 | 421703 | 4495 | 1.0774 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Barry M Smith | 2026-04-02 | Sell | 700 | 196.65 |
| Barry M Smith | 2026-03-02 | Sell | 700 | 213.02 |
| 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 |
| Daren Shaw | 2025-11-18 | Sell | 1000 | 178.57 |
| Spencer Burton | 2025-11-18 | Sell | 2209 | 180 |
| Spencer Burton | 2025-11-17 | Sell | 5899 | 177.3 |
| Barry Port | 2025-11-12 | Sell | 28315 | 180.71 |