| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Isaacman Jared | 25% | $1,975,749,214 | 21,986,971 | Jared Isaacman | 30 Sep 2024 | |||
| BlackRock, Inc. | 10% | +12% | $636,664,828 | +$64,660,371 | 6,912,756 | +11% | BlackRock, Inc. | 31 May 2025 |
| WASATCH ADVISORS LP | 10% | $426,867,551 | 6,778,925 | Wasatch Advisors LP | 31 Dec 2025 | |||
| Durable Capital Partners LP | 8.4% | -15% | $435,489,862 | -$80,415,427 | 5,626,484 | -16% | Durable Capital Partners LP | 30 Sep 2025 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 7% | +36% | $428,309,153 | +$113,627,790 | 4,766,405 | +36% | Darlington Partners Capital Management, LP | 31 Mar 2025 |
| PRUDENTIAL FINANCIAL INC | 3.4% | $213,377,782 | 2,374,558 | PRUDENTIAL FINANCIAL INC | 31 Dec 2024 | |||
| JENNISON ASSOCIATES LLC | 3.4% | $209,846,553 | 2,335,261 | Jennison Associates LLC | 31 Dec 2024 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.3% | 6,311,401 | -0.06% | 0.01% | $488,502,437 |
| WASATCH ADVISORS LP | 9.1% | 6,157,128 | -2.9% | 2.6% | $476,561,707 |
| VANGUARD GROUP INC | 9% | 6,120,612 | -4.8% | 0.01% | $473,735,368 |
| Durable Capital Partners LP | 8.3% | 5,626,484 | -16% | 3.2% | $435,489,862 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 7.5% | 5,071,725 | +2.1% | 13% | $392,551,515 |
| Ensign Peak Advisors, Inc | 3.6% | 2,455,235 | +125% | 0.31% | $190,035,189 |
| NEUBERGER BERMAN GROUP LLC | 3.5% | 2,344,724 | +29% | 0.13% | $181,481,638 |
| MORGAN STANLEY | 3.4% | 2,300,489 | +8.4% | 0.01% | $178,058,011 |
| JENNISON ASSOCIATES LLC | 3% | 2,056,056 | +26% | 0.09% | $159,138,700 |
| STATE STREET CORP | 3% | 2,007,414 | -0.92% | 0.01% | $155,373,844 |
| Clearbridge Investments, LLC | 2.9% | 1,994,284 | +3.2% | 0.12% | $154,357,566 |
| UBS Group AG | 2.9% | 1,989,526 | -16% | 0.03% | $153,989,313 |
| JANUS HENDERSON GROUP PLC | 2.7% | 1,821,288 | -1.7% | 0.06% | $140,967,806 |
| Point72 Asset Management, L.P. | 2.3% | 1,527,555 | +39% | 0.26% | $118,232,757 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2% | 1,346,957 | +101% | 0.35% | $104,254,478 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 1,310,599 | +3.4% | 0.01% | $101,458,626 |
| ShawSpring Partners LLC | 1.8% | 1,251,374 | +61% | 14% | $96,856,348 |
| Spyglass Capital Management LLC | 1.8% | 1,242,213 | +21% | 5.1% | $96,147,286 |
| FIL Ltd | 1.7% | 1,131,532 | +17% | 0.07% | $87,580,577 |
| RAYMOND JAMES FINANCIAL INC | 1.6% | 1,102,028 | -5.6% | 0.03% | $85,296,956 |
| Invesco Ltd. | 1.6% | 1,087,317 | +41% | 0.01% | $84,158,336 |
| BROWN BROTHERS HARRIMAN & CO | 1.6% | 1,068,801 | +12% | 0.5% | $82,725,197 |
| AMERIPRISE FINANCIAL INC | 1.6% | 1,059,881 | -20% | 0.02% | $82,035,073 |
| NOMURA ASSET MANAGEMENT CO LTD | 1.5% | 1,010,360 | +8.4% | 0.2% | $78,201,864 |
| CIBC Private Wealth Group LLC | 1.5% | 1,002,734 | -3.2% | 0.13% | $77,611,620 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 293,447 | $18,511,721 | -$2,118,609 | $62.97 | 10 |
| 2025 Q3 | 84,616,752 | $6,549,661,894 | -$171,986,292 | $77.40 | 441 |
| 2025 Q2 | 86,428,738 | $8,562,515,208 | +$779,005,501 | $99.11 | 454 |
| 2025 Q1 | 79,422,766 | $6,486,429,253 | +$241,102,593 | $81.71 | 432 |
| 2024 Q4 | 75,864,792 | $7,878,691,086 | +$557,642,319 | $103.78 | 429 |
| 2024 Q3 | 70,612,572 | $6,273,293,290 | +$278,646,200 | $88.60 | 352 |
| 2024 Q2 | 67,773,771 | $4,971,420,492 | +$549,137,735 | $73.35 | 338 |
| 2024 Q1 | 60,621,797 | $4,005,298,312 | +$77,947,152 | $66.07 | 321 |
| 2023 Q4 | 59,048,051 | $4,389,164,341 | -$67,055,675 | $74.34 | 305 |
| 2023 Q3 | 58,778,622 | $3,254,367,789 | +$5,807,605 | $55.37 | 246 |
| 2023 Q2 | 57,872,603 | $3,932,515,847 | +$146,072,576 | $67.91 | 267 |
| 2023 Q1 | 55,694,423 | $4,221,404,100 | -$123,956,398 | $75.80 | 284 |
| 2022 Q4 | 57,533,467 | $3,217,435,019 | +$82,232,762 | $55.93 | 228 |
| 2022 Q3 | 56,583,739 | $2,524,201,981 | -$12,163,721 | $44.61 | 195 |
| 2022 Q2 | 57,328,436 | $1,896,368,132 | -$256,107,184 | $33.06 | 186 |
| 2022 Q1 | 60,673,750 | $3,757,195,267 | +$192,626,339 | $61.93 | 212 |
| 2021 Q4 | 57,663,844 | $3,341,404,438 | +$14,483,737 | $57.93 | 216 |
| 2021 Q3 | 55,750,066 | $4,322,260,970 | +$654,389,032 | $77.52 | 216 |
| 2021 Q2 | 46,780,833 | $4,384,646,381 | +$497,575,659 | $93.72 | 214 |
| 2021 Q1 | 43,257,419 | $3,546,286,614 | +$371,199,988 | $82.01 | 192 |
| 2020 Q4 | 38,910,019 | $2,933,212,448 | +$955,777,299 | $75.40 | 187 |
| 2020 Q3 | 26,793,888 | $1,294,928,035 | +$552,075,853 | $48.36 | 123 |
| 2020 Q2 | 15,889,521 | $564,347,001 | +$564,216,001 | $35.50 | 72 |
| 2020 Q1 | 98 | $9,000 | $91.84 | 1 | |
| 2019 Q4 | 98 | $9,000 | $91.84 | 1 | |
| 2019 Q3 | 98 | $9,000 | $91.84 | 1 | |
| 2019 Q2 | 98 | $9,000 | $91.84 | 1 | |
| 2019 Q1 | 98 | $9,000 | $91.84 | 1 |