| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Dragoneer Investment Group, LLC | 7% | +18% | $425,081,909 | +$65,478,813 | 11,887,078 | +18% | Marc Stad | 30 Sep 2025 |
| STAD MARC | 5.9% | $365,335,025 | 10,056,015 | Marc Stad | 15 May 2025 | |||
| MORGAN STANLEY | 3.7% | -28% | $227,090,554 | -$84,509,069 | 6,350,407 | -27% | Morgan Stanley | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Dragoneer Investment Group, LLC | 7% | 11,887,078 | +18% | 9.4% | $425,081,909 |
| MORGAN STANLEY | 4.5% | 7,665,437 | -24% | 0.02% | $274,116,041 |
| Capital World Investors | 3.6% | 6,098,763 | -9.3% | 0.03% | $218,091,765 |
| CADIAN CAPITAL MANAGEMENT, LP | 3.3% | 5,673,244 | +2.8% | 12% | $202,875,205 |
| Contour Asset Management LLC | 2.7% | 4,631,035 | +22% | 4.2% | $165,605,812 |
| GOLDMAN SACHS GROUP INC | 2.6% | 4,403,673 | -20% | 0.02% | $157,475,347 |
| Arohi Asset Management PTE Ltd. | 2.2% | 3,757,091 | +33% | 34% | $134,353,574 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.1% | 3,485,099 | 0.01% | $124,628,000 | |
| WASATCH ADVISORS LP | 2% | 3,443,071 | +0.55% | 0.66% | $123,124,219 |
| MARSHALL WACE, LLP | 1.9% | 3,152,016 | -14% | 0.12% | $112,716,090 |
| BlackRock, Inc. | 1.8% | 3,000,248 | +7.7% | 0% | $107,288,858 |
| Spyglass Capital Management LLC | 1.6% | 2,703,171 | +63% | 5.2% | $96,665,395 |
| Clearbridge Investments, LLC | 1.6% | 2,647,253 | +13% | 0.07% | $94,665,770 |
| JPMORGAN CHASE & CO | 1.5% | 2,571,970 | -29% | 0.01% | $91,973,676 |
| Temasek Holdings (Private) Ltd | 1.5% | 2,491,323 | 0% | 0.31% | $89,089,710 |
| BROWN CAPITAL MANAGEMENT LLC | 1.4% | 2,389,842 | +10% | 3.5% | $85,460,750 |
| Balyasny Asset Management L.P. | 1.3% | 2,273,405 | +47% | 0.16% | $81,296,963 |
| Abdiel Capital Advisors, LP | 1.2% | 1,987,385 | -0.23% | 22% | $71,068,888 |
| Keenan Capital, LLC | 1% | 1,769,274 | 0% | 12% | $63,269,238 |
| Harel Insurance Investments & Financial Services Ltd. | 0.91% | 1,550,667 | +24% | 0.5% | $55,452,000 |
| Man Group plc | 0.89% | 1,503,728 | +18% | 0.1% | $53,773,313 |
| MENORA MIVTACHIM HOLDINGS LTD. | 0.76% | 1,296,424 | +4543% | 0.24% | $46,360,122 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.75% | 1,276,042 | +191% | 0.07% | $45,631,262 |
| Ampersand Capital Group, L.P. | 0.73% | 1,240,074 | +13% | 20% | $44,345,046 |
| Granahan Investment Management, LLC | 0.72% | 1,221,221 | +31% | 1.8% | $43,670,863 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,713 | $185,268 | -$11,793 | $39.28 | 2 |
| 2025 Q3 | 113,854,459 | $4,071,622,857 | +$30,036,608 | $35.76 | 237 |
| 2025 Q2 | 112,931,766 | $3,787,881,619 | +$107,256,291 | $33.54 | 256 |
| 2025 Q1 | 109,722,444 | $3,908,714,486 | -$42,587,569 | $35.65 | 297 |
| 2024 Q4 | 109,089,994 | $5,946,620,049 | -$232,880,437 | $54.53 | 288 |
| 2024 Q3 | 113,751,082 | $4,371,775,845 | +$90,045,360 | $38.44 | 233 |
| 2024 Q2 | 111,471,359 | $4,042,903,564 | +$63,869,813 | $36.27 | 224 |
| 2024 Q1 | 109,566,898 | $3,981,678,316 | +$268,268,973 | $36.35 | 228 |
| 2023 Q4 | 103,667,048 | $4,108,498,085 | +$117,147,965 | $39.63 | 235 |
| 2023 Q3 | 100,091,598 | $3,975,969,359 | +$116,932,326 | $39.74 | 209 |
| 2023 Q2 | 96,985,363 | $3,970,433,500 | +$90,870,778 | $40.94 | 172 |
| 2023 Q1 | 95,126,030 | $3,061,576,759 | +$13,015,092 | $32.23 | 133 |
| 2022 Q4 | 95,214,898 | $1,965,250,549 | -$51,358,463 | $20.64 | 121 |
| 2022 Q3 | 95,735,452 | $2,560,199,246 | +$181,998,958 | $26.76 | 124 |
| 2022 Q2 | 89,736,313 | $1,808,357,703 | +$165,684,632 | $20.17 | 113 |
| 2022 Q1 | 76,341,659 | $2,576,980,246 | -$152,231,544 | $33.78 | 134 |
| 2021 Q4 | 75,237,829 | $4,769,211,070 | +$1,101,554,986 | $63.39 | 140 |
| 2021 Q3 | 55,596,028 | $3,991,818,343 | +$1,055,720,731 | $71.80 | 104 |
| 2021 Q2 | 41,090,533 | $2,351,276,000 | +$2,351,276,001 | $57.08 | 55 |