Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 63947X101 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
|
AQR Capital Management, LLC
13G
|
6.5% |
8/13/2026
Event 6/30/2026
|
|
| AQR Capital Management, LLC | 6.5% | ||
| AQR Capital Management Holdings, LLC | 6.5% | ||
|
Senvest Management, LLC
13G/A
Amendment 1
|
6.7% |
8/13/2026
Event 6/30/2026
|
|
| Senvest Management, LLC | 6.7% | ||
| Richard Mashaal | 6.7% | ||
| Vanguard Portfolio Management LLC 13G/A Amendment 1 | 7.3% |
7/31/2026
Event 6/30/2026
|
|
| BlackRock, Inc. 13G | 8.1% |
7/29/2026
Event 6/30/2026
|
|
|
HMI Capital Management, L.P.
13D/A
Amendment 2
|
4.6% |
6/30/2026
Event 6/26/2026
|
|
| HMI Capital Partners, L.P. | 4.6% | ||
| HMI Capital Management, L.P. | 4.6% | ||
| HMI Capital Fund GP, LLC | 4.6% | ||
| Members GP, LLC | 4.6% | ||
| Marco W. Hellman | 4.6% | ||
| Capital International Investors 13G/A Amendment 1 | 0% |
5/14/2026
Event 3/31/2026
|
|
| Kayne Anderson Rudnick Investment Management, LLC 13G/A Amendment 2 | 4.5% |
5/14/2026
Event 3/31/2026
|
|
|
Senvest Management, LLC
13G
|
5.0% |
5/6/2026
Event 4/29/2026
|
|
| Senvest Management, LLC | 5.0% | ||
| Richard Mashaal | 5.0% | ||
| Vanguard Portfolio Management LLC 13G | 6.1% |
4/29/2026
Event 3/31/2026
|
|
| Vanguard Group Inc 13G/A Amendment 6 | 0% |
3/27/2026
Event 3/13/2026
|
|
| Kayne Anderson Rudnick Investment Management, LLC 13G/A Amendment 1 | 5.1% |
2/13/2026
Event 12/31/2025
|
|
| Wasatch Advisors LP 13G/A Amendment 1 | 4.3% |
11/12/2025
Event 9/30/2025
|
|
| Capital International Investors 13G | 5.1% |
8/13/2025
Event 6/30/2025
|
|
| Vanguard Group Inc 13G/A Amendment 5 | 10.1% |
4/7/2025
Event 3/31/2025
|
|
|
HMI Capital Management, L.P.
13D/A
Amendment 1
|
5.9% |
2/11/2025
Event 2/9/2025
|
|
| HMI Capital Partners, L.P. | 5.9% | ||
| HMI Capital Management, L.P. | 5.9% | ||
| HMI Capital Fund GP, LLC | 5.9% | ||
| Members GP, LLC | 5.9% | ||
| Marco W. Hellman | 5.9% | ||
| Wasatch Advisors LP 13G | 5.3% |
2/11/2025
Event 12/31/2024
|
|
|
Insight Venture Partners X, L.P.
13D/A
Amendment 13
|
3.9% |
12/20/2024
Event 12/18/2024
|
|
| Insight Venture Partners X, L.P. | 0.4% | ||
| Insight Venture Partners (Cayman) X, L.P. | 0.3% | ||
| Insight Venture Partners (Delaware) X, L.P. | 0.1% | ||
| Insight Venture Partners X (Co-Investors), L.P. | 0% | ||
| Insight SN Holdings, LLC | 0.2% | ||
| Insight SN Holdings 2, LLC | 0.2% | ||
| Insight Venture Partners IX, L.P. | 1.0% | ||
| Insight Venture Partners (Cayman) IX, L.P. | 0.5% | ||
| Insight Venture Partners (Delaware) IX, L.P. | 0.1% | ||
| Insight Venture Partners IX (Co-Investors), L.P. | 0% | ||
| Insight Venture Partners Growth-Buyout Coinvestment Fund, L.P. | 0.4% | ||
| Insight Venture Partners Growth-Buyout Coinvestment Fund (Cayman), L.P. | 0.3% | ||
| Insight Venture Partners Growth-Buyout Coinvestment Fund (Delaware), L.P. | 0.3% | ||
| Insight Venture Partners Growth-Buyout Coinvestment Fund (B), L.P. | 0.4% | ||
| Insight Venture Associates X, L.P. | 0.8% | ||
| Insight Venture Associates X, Ltd. | 0.8% | ||
| Insight Venture Associates IX, L.P. | 1.7% | ||
| Insight Venture Associates IX, Ltd. | 1.7% | ||
| Insight Venture Associates Growth-Buyout Coinvestment, L.P. | 1.4% | ||
| Insight Venture Associates Growth-Buyout Coinvestment Ltd. | 1.4% | ||
| Insight Holdings Group, LLC | 3.9% |
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 4 | 7.39 k | $134 k |
| 2026 Q2 | 303 | 130 M | $2.22 B |
| 2026 Q1 | 295 | 121 M | $1.81 B |
| 2025 Q4 | 307 | 126 M | $3.22 B |
| 2025 Q3 | 310 | 130 M | $3.53 B |
| 2025 Q2 | 295 | 135 M | $3.78 B |
| 2025 Q1 | 291 | 134 M | $3.67 B |
| 2024 Q4 | 306 | 120 M | $4.02 B |
| 2024 Q3 | 295 | 118 M | $3.75 B |
| 2024 Q2 | 272 | 116 M | $3.63 B |
| 2024 Q1 | 249 | 112 M | $4.20 B |
| 2023 Q4 | 229 | 110 M | $3.70 B |
| 2023 Q3 | 219 | 108 M | $3.44 B |
| 2023 Q2 | 217 | 67.5 M | $2.03 B |
| 2023 Q1 | 208 | 67.6 M | $1.67 B |
| 2022 Q4 | 215 | 63.3 M | $1.67 B |
| 2022 Q3 | 218 | 65.6 M | $2.24 B |
| 2022 Q2 | 202 | 65.5 M | $2.02 B |
| 2022 Q1 | 208 | 58.2 M | $2.38 B |
| 2021 Q4 | 8 | 1.13 M | $61.8 M |