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Overview
Overview
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
44.80%
Individuals & Insiders
44.47%
Public and others
10.71%
State-owned enterprises
0.02%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Charles Youakim
Co-Founder, Executive Chairman & CEO
39.28%
13.23M
4.71%
-1.58M
09/14/2026
BlackRock, Inc.
7.55%
2.54M
<0.01%
+5.29K
06/30/2026
Divisadero Street Capital Management, LP
4.90%
1.65M
0.99%
+337.92K
06/30/2026
Paul Paradis
Co-Founder, President & Executive Director
3.35%
1.13M
0.08%
-26.09K
08/10/2026
T. Rowe Price Group, Inc.
3.18%
1.07M
0.88%
+297.21K
06/30/2026
Vanguard Capital Management, LLC
2.61%
880.32K
<0.01%
-752.00
06/30/2026
Accredited Investors Inc
2.40%
807.44K
0.24%
-79.20K
06/30/2026
State Street Investment Management
1.96%
659.90K
0.11%
+37.64K
06/30/2026
Geode Capital Management, LLC
1.66%
557.75K
0.11%
+36.71K
06/30/2026
Driehaus Capital Management LLC
1.41%
476.03K
1.41%
+476.03K
06/30/2026
Dimensional Fund Advisors LP
1.39%
467.49K
0.02%
+9.27K
06/30/2026
Morgan Stanley
1.37%
461.98K
0.07%
+24.99K
06/30/2026
Vanguard Portfolio Management, LLC
1.05%
352.61K
0.12%
+39.73K
06/30/2026
Lee Brading
Chief Financial Officer
0.85%
285.09K
0.07%
-21.84K
08/10/2026
Bank of America Corporation
0.79%
265.12K
0.13%
-44.34K
06/30/2026
Principal Global Investors, LLC
0.77%
260.47K
0.04%
+13.06K
06/30/2026
Amin Sabzivand
Chief Operating Officer
0.75%
252.81K
0.02%
-6.97K
08/10/2026
Ardsley Advisory Partners LP
0.64%
215.00K
0.25%
-85.00K
06/30/2026
Northern Trust Global Investments
0.49%
166.61K
0.04%
+12.23K
06/30/2026
Charles Schwab Investment Management, Inc.
0.47%
158.57K
0.02%
+6.18K
06/30/2026