13F institutional ownership facts

Institutions tracked

36

Reported value

$11,772,517.00

Reported shares

554,784

Latest filing period

Q2 2026

Top institutional holders

  1. Josef Lakonishok - Lsv Asset Management · $48,388,000 · 0.09%
  2. Dmitry Balyasny - Balyasny Asset Management · $4,985,024 · 0.01%
  3. Israel Englander - Millennium Management · $15,052,556 · 0.01%
  4. Cliff Asness - AQR Capital Management · $15,281,581 · 0.01%
  5. PSP Investments · $3,825,626 · 0.01%
  6. David Solomon - Goldman Sachs · $51,091,644 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$UPBD

Institutional Holdings

36

Top Institutions

Top Institutions

1

Josef Lakonishok - Lsv Asset Management

2,280,279 shares

0.09%

% of Portfolio

2

Dmitry Balyasny - Balyasny Asset Management

234,921 shares

0.01%

% of Portfolio

3

Israel Englander - Millennium Management

709,357 shares

0.01%

% of Portfolio

4

Cliff Asness - AQR Capital Management

720,150 shares

0.01%

% of Portfolio

5

PSP Investments

180,284 shares

0.01%

% of Portfolio

6

David Solomon - Goldman Sachs

2,407,712 shares

NaN%

% of Portfolio

7

Ken Griffin - Citadel Advisors

437,058 shares

NaN%

% of Portfolio

8

Wellington Management

1,104,571 shares

NaN%

% of Portfolio

9

Charles Schwab

1,155,346 shares

NaN%

% of Portfolio

10

Steve Cohen - Point72 Asset Management

90,403 shares

NaN%

% of Portfolio

11

Larry Fink - BlackRock

9,152,511 shares

NaN%

% of Portfolio

12

New York State Teachers Retirement System - New York State Teachers Retirement System

62,920 shares

NaN%

% of Portfolio

13

Renaissance Technologies

83,200 shares

NaN%

% of Portfolio

14

Two Sigma Investments

115,280 shares

NaN%

% of Portfolio

15

Northern Trust Corp

675,057 shares

NaN%

% of Portfolio

16

Geode Capital Management

1,468,034 shares

NaN%

% of Portfolio

17

State Street Corp

2,468,483 shares

NaN%

% of Portfolio

18

David E. Shaw - D.E. Shaw & Co.

98,304 shares

NaN%

% of Portfolio

19

Morgan Stanley

1,047,419 shares

NaN%

% of Portfolio

20

Invesco

579,041 shares

NaN%

% of Portfolio

21

Nuveen

168,344 shares

NaN%

% of Portfolio

22

UBS Group

179,366 shares

NaN%

% of Portfolio

23

Legal & General

118,017 shares

NaN%

% of Portfolio

24

SG Americas Securities

42,320 shares

NaN%

% of Portfolio

25

Voya Investment Mgmt

21,676 shares

NaN%

% of Portfolio

26

BNP Paribas

18,579 shares

NaN%

% of Portfolio

27

T. Rowe Price

88,798 shares

NaN%

% of Portfolio

28

Amundi

30,726 shares

NaN%

% of Portfolio

29

Franklin Resources

33,086 shares

NaN%

% of Portfolio

30

Jamie Dimon - JPMorgan Chase

68,727 shares

NaN%

% of Portfolio

31

PNC Financial Services

5,309 shares

NaN%

% of Portfolio

32

Hotchkis & Wiley

831,810 shares

0.05%

% of Portfolio

33

Exoduspoint Capital Management, Lp

74,030 shares

0.01%

% of Portfolio

34

Segall Bryant & Hamill, LLC

85,860 shares

0.02%

% of Portfolio

35

Jefferies Group

0 shares

0.00%

% of Portfolio

36

Bill Miller - Miller Value Partners

258,000 shares

1.29%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

34%

LARGE

28%

MEDIUM

22%

SMALL

16%

Geographic Distribution

North America
64%
Europe
28%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

59

Sellers

23

Holders

67

New

19

Exited

6

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

23

Purchase Value

$14.1M

Role Distribution

CEO
29%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

89

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
74
Recent Activity
88
Concentration
72
Momentum
91
Stability
77

Recent Actions

New

14

Increased

33

Decreased

20

Exited

4

Total

55

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