Latest close
$15.80
As of Oct 9, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Patient Capital Management | 0.88% | 1,505,629 | ADDED (+13.5%) |
| Polen Capital Management | 0.01% | 65,611 | TRIMMED (-36.5%) |
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 | 935 of 8,857 filers |
| Long-only filers among them | 919 |
| Change vs 2026 Q1 | +10 net · 833 entered · 823 exited |
| Shares reported, all filers | 650,563,357 |
| Reported value, all filers | $16.3B |
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).
| Exchange | Nasdaq |
| Industry | Finance Services (SIC 6199) |
| Revenue · FY2025 | $619.4M |
| Net income · FY2025 | $481.3M |
| Total assets · FY2025 | $50.7B |
| Shares outstanding | 1,291,570,324 |
| Market cap (at latest close) | $20.4B |
Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Jul 31, 2026.
| Shares short · Sep 15, 2026 | 188,982,888 |
| Share of shares outstanding | 14.63% |
| Days to cover | 5.23 |
Shares short at recent settlements — Jun 30, 2026: 188.1M · Jul 15, 2026: 186.0M · Jul 31, 2026: 190.8M · Aug 14, 2026: 172.5M · Aug 31, 2026: 177.5M · Sep 15, 2026: 189.0M.
Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Jul 31, 2026.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 4 sales by 2 insiders ($890.7K).
Source: SEC Form 4 filings, as of Oct 10, 2026. Open-market transactions only.
Data unavailable — no congressional STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Financial Screens
· Growth — Revenue up every year for 5 straight years
Key figures
· Growth — Latest revenue: $619.4M · 5-yr revenue CAGR: 43.1% · Straight growth years: 6
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 4 of the last 20 quarterly lists; latest 2026 Q1, ranked #25 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Share count tripled (3x) | 1 | 0.0% | -11.9% | +1.9% | -13.8% |
Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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