Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 407497106 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
|
HLA Investments, LLC
13D/A
Amendment 15
|
27.6% |
5/29/2026
Event 5/27/2026
|
|
| HLA Investments, LLC | 27.6% | ||
| Hrhla, LLC | 27.6% | ||
| Hartley R. Rogers | 27.6% | ||
| Hamilton Lane Advisors, Inc. | 2.3% | ||
| Mario L. Giannini | 3.1% | ||
| Kyera Giannini | 0.5% | ||
| Nicole Giannini | 0.5% | ||
| The 2008 Sexton Des. Trust FBO Laura Sexton | 0.7% | ||
| The 2008 Sexton Des. Trust FBO Matthew Sexton | 0.7% | ||
| O. Griffith Sexton | 1.4% | ||
| Oakville Number 2 Trust | 0.8% | ||
| Rysaffe Trustee CO (CI) Limited | 0.8% | ||
| French River 5 Limited | 0.8% | ||
| Edward B. Whittemore | 0.2% | ||
| Laurence F. Whittemore | 0.1% | ||
| Michael Schmertzler | 1.4% | ||
| Erik R. Hirsch | 3.2% | ||
| Juan Delgado-Moreira | 4.3% | ||
| Paul Yett | 0.5% | ||
| Tara Devlin | 0.5% | ||
| Stephen R. Brennan | 0.4% | ||
| Andrea Anigati Kramer | 1.0% | ||
| Michael Kelly | 0.1% | ||
| Thomas Kerr | 0.4% | ||
| David Helgerson | 0.4% | ||
| Michael Donohue | 0.1% | ||
| Margaret McAllister | 0.8% | ||
| Kayne Anderson Rudnick Investment Management, LLC 13G/A Amendment 1 | 7.8% |
5/14/2026
Event 3/31/2026
|
|
| Vanguard Group Inc 13G/A Amendment 9 | 0% |
3/27/2026
Event 3/13/2026
|
|
| BlackRock, Inc. 13G/A Amendment 9 | 9.1% |
10/17/2025
Event 9/30/2025
|
|
| Kayne Anderson Rudnick Investment Management, LLC 13G | 6.5% |
8/13/2025
Event 6/30/2025
|
|
| BlackRock, Inc. 13G/A Amendment 9 | 10.1% |
7/17/2025
Event 6/30/2025
|
|
| BlackRock, Inc. 13G/A Amendment 8 | 11.8% |
5/5/2025
Event 4/30/2025
|
|
| BlackRock, Inc. 13G/A Amendment 7 | 8.7% |
4/24/2025
Event 3/31/2025
|
|
|
HLA Investments, LLC
13D/A
Amendment 14
|
28.2% |
4/2/2025
Event 3/31/2025
|
|
| HLA Investments, LLC | 28.2% | ||
| Hrhla, LLC | 28.2% | ||
| Hartley R. Rogers | 28.2% | ||
| Hamilton Lane Advisors, Inc. | 2.3% | ||
| Mario L. Giannini | 3.1% | ||
| Kyera Giannini | 0.5% | ||
| Nicole Giannini | 0.5% | ||
| The 2008 Sexton Des. Trust FBO Laura Sexton | 0.7% | ||
| The 2008 Sexton Des. Trust FBO Matthew Sexton | 0.7% | ||
| O. Griffith Sexton | 1.4% | ||
| Oakville Number 2 Trust | 1.1% | ||
| Rysaffe Trustee CO (CI) Limited | 1.1% | ||
| French River 5 Limited | 1.1% | ||
| Edward B. Whittemore | 0.2% | ||
| Laurence F. Whittemore | 0.2% | ||
| Michael Schmertzler | 1.4% | ||
| Erik R. Hirsch | 4.0% | ||
| Juan Delgado-Moreira | 4.3% | ||
| Paul Yett | 0.5% | ||
| Tara Devlin | 0.5% | ||
| Stephen R. Brennan | 0.4% | ||
| Andrea Anigati Kramer | 1.0% | ||
| Michael Kelly | 0.2% | ||
| Thomas Kerr | 0.4% | ||
| David Helgerson | 0.4% | ||
| Michael Donohue | 0.1% | ||
|
HLA Investments, LLC
13D/A
Amendment 13
|
28.1% |
2/14/2025
Event 2/12/2025
|
|
| HLA Investments, LLC | 28.1% | ||
| Hrhla, LLC | 28.1% | ||
| Hartley R. Rogers | 28.1% | ||
| Hamilton Lane Advisors, Inc. | 2.3% | ||
| Mario L. Giannini | 3.2% | ||
| Kyera Giannini | 0.5% | ||
| Nicole Giannini | 0.5% | ||
| The 2008 Sexton Des. Trust FBO Laura Sexton | 0.7% | ||
| The 2008 Sexton Des. Trust FBO Matthew Sexton | 0.7% | ||
| O. Griffith Sexton | 1.4% | ||
| Oakville Number 2 Trust | 1.1% | ||
| Rysaffe Trustee CO (CI) Limited | 1.1% | ||
| Edward B. Whittemore | 0.2% | ||
| Laurence F. Whittemore | 0.2% | ||
| Michael Schmertzler | 1.4% | ||
| Erik R. Hirsch | 3.9% | ||
| Juan Delgado-Moreira | 4.2% | ||
| Paul Yett | 0.5% | ||
| Kevin J. Lucey | 0% | ||
| Tara Devlin | 0.5% | ||
| Stephen R. Brennan | 0.4% | ||
| Andrea Anigati Kramer | 1.0% | ||
| Michael Kelly | 0.2% | ||
| Thomas Kerr | 0.4% | ||
| David Helgerson | 0.4% | ||
| Michael Donohue | 0.1% | ||
| Vanguard Group Inc 13G/A Amendment 8 | 9.3% |
1/30/2025
Event 12/31/2024
|
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 11 | 146 k | $12.7 M |
| 2026 Q2 | 392 | 50.1 M | $3.70 B |
| 2026 Q1 | 401 | 43.4 M | $4.31 B |
| 2025 Q4 | 397 | 42.2 M | $5.67 B |
| 2025 Q3 | 395 | 42.7 M | $5.75 B |
| 2025 Q2 | 407 | 41.9 M | $5.96 B |
| 2025 Q1 | 367 | 44.3 M | $6.59 B |
| 2024 Q4 | 363 | 40.4 M | $5.97 B |
| 2024 Q3 | 336 | 39.8 M | $6.70 B |
| 2024 Q2 | 310 | 38.6 M | $4.77 B |
| 2024 Q1 | 280 | 40.1 M | $4.52 B |
| 2023 Q4 | 252 | 38.1 M | $4.38 B |
| 2023 Q3 | 225 | 35.6 M | $3.22 B |
| 2023 Q2 | 205 | 36.7 M | $2.93 B |
| 2023 Q1 | 217 | 36.1 M | $2.67 B |
| 2022 Q4 | 226 | 36.3 M | $2.32 B |
| 2022 Q3 | 211 | 34.5 M | $2.06 B |
| 2022 Q2 | 200 | 34.7 M | $2.33 B |
| 2022 Q1 | 214 | 34.9 M | $2.70 B |
| 2021 Q4 | 223 | 34.8 M | $3.60 B |
| 2021 Q3 | 194 | 34.7 M | $2.95 B |
| 2021 Q2 | 190 | 33.6 M | $3.07 B |
| 2021 Q1 | 176 | 34.1 M | $3.02 B |
| 2020 Q4 | 164 | 33.4 M | $2.61 B |
| 2020 Q3 | 160 | 32.3 M | $2.09 B |
| 2020 Q2 | 149 | 29.9 M | $2.02 B |
| 2020 Q1 | 123 | 28.2 M | $1.56 B |
| 2019 Q4 | 116 | 26.5 M | $1.58 B |
| 2019 Q3 | 126 | 28.1 M | $1.60 B |
| 2019 Q2 | 112 | 25.1 M | $1.43 B |
| 2019 Q1 | 110 | 23.1 M | $1.01 B |
| 2018 Q4 | 111 | 22.3 M | $825 M |
| 2018 Q3 | 116 | 21.5 M | $954 M |
| 2018 Q2 | 107 | 18.9 M | $908 M |
| 2018 Q1 | 95 | 17.2 M | $641 M |
| 2017 Q4 | 85 | 13.8 M | $489 M |
| 2017 Q3 | 67 | 13.2 M | $355 M |
| 2017 Q2 | 63 | 12.9 M | $285 M |
| 2017 Q1 | 51 | 12.2 M | $228 M |