Latest close
$104.02
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Ariel Investments | 2.82% | 1,644,006 | ADDED (+4.4%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
Exited this quarter: Maverick Capital.
| Institutions holding | 448 of 8,857 filers |
| Long-only filers among them | 448 |
| Change vs 2026 Q1 | +41 net · 428 entered · 387 exited |
| Shares reported, all filers | 47,312,063 |
| Reported value, all filers | $6.9B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 3, 2026.
0 House members reported buying (0 purchases vs 10 sales).
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%
Key figures
· Growth — Latest revenue: $2.7B · 5-yr revenue CAGR: 17.4% · Straight growth years: 7
· Cash Flow (FCF) — Latest FCF: $559.5M · FCF yield: 10.3% · Positive FCF years: 3
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 3 of the last 20 quarterly lists; latest 2025 Q4, ranked #45 of 50.
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