Stock
Reported value
$7.14M
Holders
21
+0 new · −0 exited
Holders’ est. mark
−$358.5K
Price effect on 3 books still in the name
Largest holder
$6.66M
SUMMIT PARTNERS L P
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SUMMIT PARTNERS L P | 1.1M | $6.66M | — | Held |
| BARCLAYS PLC | 38.3K | $231.7K | −$347.4K | Cut−$347.4K |
| Vanguard | 19.5K | $118.1K | — | Held |
| GEODE CAPITAL MANAGEMENT, LLC | 17K | $103K | — | Held |
| UBS Group AG | 3.16K | $19.1K | — | Held |
| MORGAN STANLEY | 1.09K | $6.6K | −$9.89K | Cut−$10.4K |
| CITIGROUP INC | 381 | $2.31K | — | Held |
| ROYAL BANK OF CANADA | 104 | $1K | — | Held |
| BANK OF AMERICA CORP /DE/ | 135 | $817 | −$1.22K | Cut−$1.22K |
| GROUP ONE TRADING LLC | 94 | $569 | — | Held |
| JPMORGAN CHASE & CO | 57 | $344 | — | Held |
| Legacy Wealth Managment, LLC/ID | 31 | $188 | — | Held |
| FIFTH THIRD BANCORP | 25 | $151 | — | Held |
| EverSource Wealth Advisors, LLC | 12 | $73 | — | Held |
| NISA INVESTMENT ADVISORS, LLC | 12 | $73 | — | Held |
| OSAIC HOLDINGS, INC. | 7 | $42 | — | Held |
| ORG Partners LLC | 7 | $42 | — | Held |
| Sound Income Strategies, LLC | 5 | $35 | — | Held |
| Fidelity | 2 | $10 | — | Held |
| True Wealth Design, LLC | 1 | $7 | — | Held |
| CWM, LLC | 1 | $0 | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.