| 4.438% |
| 100.00% |
| 4 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 9.2M | $137.1M | +232.9% | 3.093% | 4.03% |
| 5 | Greenhouse Funds LLLP | 8.3M | $124.1M | -11.5% | 2.800% | 6.34% |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6.6M | $98.4M | +5.4% | 2.221% | 0.03% |
| 7 | GOLDMAN SACHS GROUP INC | 4.8M | $71.5M | +999.5% | 1.615% | 0.01% |
| 8 | Stephens Investment Management Group LLC | 4.0M | $60.1M | +28.9% | 1.357% | 0.64% |
| 9 | CITADEL ADVISORS LLC | 3.5M | $51.8M | +32.6% | 1.168% | 0.00% |
| 10 | JPMORGAN CHASE & CO | 2.4M | $36.6M | +22.4% | 0.818% | 0.00% |
| 11 | UBS Group AG | 2.4M | $35.8M | -37.1% | 0.809% | 0.00% |
| 12 | Assenagon Asset Management S.A. | 2.2M | $32.8M | — | 0.741% | 0.02% |
| 13 | Alyeska Investment Group, L.P. | 2.1M | $31.5M | -4.2% | 0.712% | 0.08% |
| 14 | Knighthead Capital Management, LLC | 2.0M | $29.9M | — | 0.676% | 2.54% |
| 15 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 2.0M | $29.9M | +20.9% | 0.674% | 5.41% |
| 16 | Portolan Capital Management, LLC | 1.8M | $27.2M | — | 0.615% | 1.02% |
| 17 | BANK OF AMERICA CORP /DE/ | 1.7M | $25.3M | +21.6% | 0.570% | 0.00% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.7M | $25.2M | +153.4% | 0.568% | 0.00% |
| 19 | RICE HALL JAMES & ASSOCIATES, LLC | 1.6M | $23.9M | +1.0% | 0.540% | 1.16% |
| 20 | JANE STREET GROUP, LLC | 1.6M | $23.9M | +313.0% | 0.538% | 0.00% |
| 21 | NORGES BANK | 1.5M | $22.8M | — | 0.515% | 0.00% |
| 22 | MORGAN STANLEY | 1.0M | $15.7M | -50.7% | 0.353% | 0.00% |
| 23 | WCM INVESTMENT MANAGEMENT, LLC | 956K | $14.4M | — | 0.323% | 0.03% |
| 24 | TUDOR INVESTMENT CORP ET AL | 887K | $13.3M | +2475.1% | 0.300% | 0.02% |
| 25 | TWO SIGMA INVESTMENTS, LP | 830K | $12.4M | +2509.7% | 0.280% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SRAD — a direct measure of their conviction.
| 61.04% |
| +1.77 pp |
| $3.80B |
| +27% |
| Q4 2024 | 142 | +27% | 59.27% | +2.64 pp | $2.99B | +48% |
| Q3 2024 | 112 | — | 56.63% | — | $2.01B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
| 3K |
| $13.00 |
| $39K |
| Apr 30, 2026 | Koerl Carsten | Buy | 111K | $13.06 | $1.5M |
| Apr 30, 2026 | KURTZ WILLIAM | Buy | 8K | $12.97 | $104K |
| Apr 30, 2026 | Walder Marc | Buy | 66K | $12.77 | $843K |
46 institutions opened new positions in SRAD during Q2 2026, while 52 fully exited. 32 added to existing positions and 71 trimmed.
SRAD institutional ownership rose by 0.35 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 82.0% of all reported 13F value in SRAD, and the top 25 account for 95.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.