| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Polen Capital Management | 0.04% | 709,189 | NEW |
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.
| Institutions holding | 190 of 8,857 filers |
| Long-only filers among them | 184 |
| Change vs 2026 Q1 | +53 net · 189 entered · 136 exited |
| Shares reported, all filers | 204,599,347 |
| Reported value, all filers | $1.4B |
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).
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 6 sales by 5 insiders ($2.4M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
· Top Relative Strength — Top 20% of the universe by 6-month return
Red Flags
· Distress Risk (Altman Z″) — Altman Z″-Score below 1.10
· Auditor Change (8-K 4.01) — Last 2 years: an auditor change filing (8-K Item 4.01)
· Late Filings (NT) — Last 2 years: a late-filing notification (NT form)
Key figures
· Distress Risk (Altman Z″) — Z″-Score: -5.69 · Working capital / assets: -0.09 · Retained earnings / assets: -1.40 · EBIT / assets: -0.04 · Equity / liabilities: -0.30
· Auditor Change (8-K 4.01) — Latest event: Mar 27, 2025 · Events in 2 yrs: 1
· Late Filings (NT) — Latest event: Mar 18, 2025 · Events in 2 yrs: 1 · Latest form: NT 10-K
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
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