Latest close
$29.69
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| ValueAct Capital | 6.98% | 14,134,038 | ADDED (+9.6%) |
| Pzena Investment Management | 0.00% | 10,945 | 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 | 774 of 8,857 filers |
| Long-only filers among them | 765 |
| Change vs 2026 Q1 | +20 net · 698 entered · 678 exited |
| Shares reported, all filers | 475,033,828 |
| Reported value, all filers | $13.7B |
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 26 sales by 6 insiders ($18.6M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
1 House members reported buying (1 purchases vs 0 sales). Bought by Republicans. Latest buy: Jul 8, 2026.
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.
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Piotroski — Financial health improved over the past year
· Gross Profitability (Novy-Marx) — High gross profit relative to total assets
Key figures
· Growth — Latest revenue: $6.2B · 5-yr revenue CAGR: 49.5% · Straight growth years: 6
· Piotroski — F-score: 7 · Return on assets: 10.9% · Operating cash flow: $661.0M
· Gross Profitability (Novy-Marx) — Gross profit / assets: 50.6% · Gross margin: 25.9%
· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 0 · Latest buy: Jul 8, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 2 of the last 20 quarterly lists; latest 2022 Q1, ranked #35 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Share count tripled (3x) | 2 | 0.0% | -26.4% | -7.5% | -18.9% |
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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