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13F · 13D/G · Form 4
| Institutions | ≈ 90.10% | 217.13M shares | |
|---|---|---|---|
| 976 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 22.57% | 54.39M shares | |
| 20 holders · as of Sep 21, 2026 | |||
| Adds to | 112.67% | ||
241.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 112.67%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
976 holders · 217.13M shares · 136 new positions · 494 increased · 338 reduced · 158 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 21.13M | 8.77% | +1.05M | Aug 7, 2026 |
| Vanguard Capital Management LLC | 13.22M | 5.49% | −612.7K | Aug 13, 2026 |
| Hotchkis & Wiley Capital Management LLC | 12.68M | 5.26% | +2.02M | Aug 14, 2026 |
| Eagle Capital Management LLC | 11.32M | 4.70% | +2.62M | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 11.18M | 4.64% | −461.1K | Aug 13, 2026 |
| State Street Corp | 9.57M | 3.97% | +33.8K | Aug 7, 2026 |
| First Eagle Investment Management, LLC | 8.82M | 3.66% | +1.22M | Aug 24, 2026 |
| Invesco Ltd. | 8.14M | 3.38% | +3.67M | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| David A. Duffield | 19.01% | 49.35M | 13G | Feb 12, 2026 |
| BlackRock, Inc. | 8.20% | 17.54M | 13G | Feb 5, 2025 |
| Vanguard Capital Management | 7.59% | 15.94M | 13G | Apr 29, 2026 |
| Eagle Capital Management, LLC | 5.63% | 11.32M | 13G | Aug 14, 2026 |
| Vanguard Portfolio Management | 5.57% | 11.70M | 13G | Apr 29, 2026 |
| Hotchkis and Wiley Capital Management, LLC | 5.07% | 10.66M | 13G | May 15, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 18, 2026 | David A. Duffield10 percent owner | Sale · 3 lots | 94,089 | $194.69 | 105,049 |
| Sep 15, 2026 | David A. Duffield10 percent owner | Sale · 5 lots | 96,545 | $192.28 | 105,049 |
| Sep 10, 2026 | David A. Duffield10 percent owner | Sale · 5 lots | 100,780 | $185.64 | 105,049 |
| Sep 4, 2026 | David A. Duffield10 percent owner | Sale · 8 lots | 90,615 | $198.14 | 105,049 |
| Sep 1, 2026 | David A. Duffield10 percent owner | Sale · 9 lots | 94,961 | $199.29 | 105,049 |
| Jul 10, 2026 | Mark S. Garfieldofficer: Chief Accounting Officer | Sale | 918 | $142.19 | 73,718 |
| Jul 9, 2026 | David A. Duffield10 percent owner | Sale · 9 lots | 107,500 | $136.74 | 105,049 |
| Jul 6, 2026 | David A. Duffield10 percent owner | Sale · 10 lots | 107,500 | $135.24 | 105,049 |
| Jul 5, 2026 | Robert Enslinofficer: President, CCO | Sale · 8 lots | 5,374 | $134.90 | 239,469 |
| Jul 7, 2026 | Zane Roweofficer: Chief Financial Officer | Sale · 3 lots | 6,000 | $143.70 | 288,460 |
House and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | Aug 18, 2026 | Sep 11, 2026 | |
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | Jul 7, 2026 | Aug 12, 2026 | |
| Rep. Michael McCaul · TX10 | Purchase | $1,001 – $15,000 | Spouse | Jun 17, 2026 | Jul 13, 2026 |
| Rep. Michael McCaul · TX10 | Purchase | $1,001 – $15,000 | Spouse | Jun 11, 2026 | Jul 13, 2026 |
| Rep. Gilbert Cisneros · CA31 | Sale | $15,001 – $50,000 | Jun 5, 2026 | Jul 3, 2026 |