Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Schellhase David | Director | 2026-08-13 | 1,942 | $0 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| NORGES BANK | NORGES BANK opened a new position worth $93,563,356. | 2026-06-30 |
| Dorsal Capital Management, LP | Dorsal Capital Management, LP opened a new position worth $81,870,000. | 2026-06-30 |
| Junto Capital Management LP | Junto Capital Management LP opened a new position worth $45,485,608. | 2026-06-30 |
| Sixth Street Partners Management Company, L.P. | Sixth Street Partners Management Company, L.P. opened a new position worth $205,867,437. | 2026-06-30 |
| Schonfeld Strategic Advisors LLC | Schonfeld Strategic Advisors LLC opened a new position worth $32,835,599. | 2026-06-30 |
| ADAPT Investment Managers SA | ADAPT Investment Managers SA increased this position by 1456% ($18,441,753 -> $286,940,705). | 2026-06-30 |
| FIRST TRUST ADVISORS LP | FIRST TRUST ADVISORS LP increased this position by 86% ($330,157,573 -> $613,743,682). | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS LP increased this position by 57% ($92,073,136 -> $144,509,980). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $2,103,478,768 | 15,415,747 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,221,097,190 | 8,949,045 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,036,227,635 | 7,594,193 |
| FIRST TRUST ADVISORS LP | $613,743,682 | 4,497,939 |
| AMERICAN CENTURY COMPANIES INC | $399,071,548 | 2,924,665 |
| GEODE CAPITAL MANAGEMENT, LLC | $355,641,996 | 2,615,420 |
| Pictet Asset Management Holding SA | $298,087,877 | 2,186,553 |
| AMERIPRISE FINANCIAL INC | $293,706,807 | 2,152,397 |
| CITADEL ADVISORS LLC | $286,971,133 | 2,103,123 |
| ADAPT Investment Managers SA | $286,940,705 | 2,102,900 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
Smith Group Asset Management, LLC’s portfolio moves, tracked quarter by quarter as they surface in the fund’s SEC Form 13F filings. Institutional filings like this offer a delayed but revealing look at how large asset managers rotate capital across sectors, and this profile is built to grow with each new disclosure, giving readers a running … Read more