Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 11.6227 0.0028 4866177 -19069 -0.3903
Vanguard Group Inc 2025-12-31 7.3792 0.0013 3089519 -65100 -2.0636
Needham Investment Management, LLC 2026-03-31 4.8312 3.3811 2022700 57700 2.9364
Vanguard Portfolio Management, LLC 2026-03-31 3.3456 0.0024 1400722 1400722 0
Vanguard Capital Management, LLC 2026-03-31 3.3155 0.0011 1388122 1388122 0
Ranger Investment Management LP 2026-03-31 3.0564 3.0285 1279630 109616 9.3688
William Blair Investment Management, LLC 2026-03-31 2.9989 0.1357 1255559 -102922 -7.5763
State Street Corp 2026-03-31 2.848 0.0014 1192408 40832 3.5457
Barrow Hanley Mewhinney & Strauss LLC 2026-03-31 2.7242 0.1222 1140547 1140547 0
Ophir Asset Management Pty Ltd 2026-03-31 2.7165 4.3325 1137349 414222 57.2821
Snyder Capital Management LP 2026-03-31 2.5329 0.6729 1060478 105043 10.9943
HHG PLC 2026-03-31 2.4737 0.0162 1035666 123531 13.5431
Samjo Management LLC 2026-03-31 2.1973 13.011 919955 -231064 -20.0747
Emerald Advisers, LLC 2026-03-31 2.056 0.891 860819 -82553 -8.7508
Dimensional Fund Advisors, Inc. 2026-03-31 2.0199 0.0058 845693 44730 5.5845
Loomis, Sayles & Company LP 2026-03-31 1.9755 0.0364 827109 361927 77.8033
Geode Capital Management, LLC 2026-03-31 1.9161 0.0016 802223 32071 4.1642
Divisar Capital Management, LLC 2026-03-31 1.4889 5.1962 623364 -136451 -17.9585
Emerald Mutual Fund Advisers Trust 2026-03-31 1.4202 0.9435 594610 0 0
Wasatch Advisors LP 2026-03-31 1.2127 0.1103 507737 -14583 -2.792

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
iShares Core S&P Small-Cap ETF 2026-05-29 5.2959 0.1046 2217292 855 0.0386
Needham Aggressive Growth Retail 2026-03-31 3.7917 3.2816 1587500 122500 8.3618
Vanguard Total Stock Mkt Idx Inv 2026-04-30 2.385 0.0019 998562 0 0
Ranger Small Cap 2026-03-31 2.1067 2.555 882015 110981 14.3938
Janus Henderson Venture D 2026-03-31 2.0068 0.8962 840214 0 0
Janus Henderson US Small Cap Growth 2026-03-31 2.0068 0.8968 840214 -9366 -1.1024
Vanguard Information Technology ETF 2026-04-30 1.8496 0.023 774394 4229 0.5491
iShares Russell 2000 ETF 2026-05-29 1.8173 0.0455 760849 7020 0.9312
Wasatch Ultra Growth 2026-03-31 1.147 3.9059 480226 -15096 -3.0477
American Beacon Small Cp Val R5 2026-04-30 0.9917 0.4511 415197 97554 30.7118
Ranger Micro Cap 2026-03-31 0.9497 4.3619 397615 -1365 -0.3421
Vanguard Institutional Extnd Mkt Idx Tr 2026-04-30 0.8612 0.0168 360560 3631 1.0173
State Street SPDR Port S&P 600 Sm CpETF 2026-05-29 0.8074 0.1053 338046 0 0
iShares S&P Small-Cap 600 Growth ETF 2026-05-29 0.7755 0.2111 324686 -1543 -0.473
Fidelity Small Cap Index 2026-03-31 0.7463 0.0353 312464 502 0.1609
DF Dent Small Cap Growth 2026-05-31 0.7293 1.724 305358 -65 -0.0213
Emerald Growth A 2026-04-30 0.665 0.8475 278412 -72510 -20.6627
iShares Russell 2000 Growth ETF 2026-05-29 0.6241 0.0872 261276 -1700 -0.6464
William Blair Small Cap Growth I 2026-04-30 0.6192 0.9841 259229 -127370 -32.9463
Needham Growth Retail 2026-03-31 0.5656 4.1662 236800 -33200 -12.2963

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Michael B Gustafson 2025-05-13 Purchase 7500 19.45

Major Indices