WELLINGTON MANAGEMENT GROUP LLP

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer	Symbol	CUSIP	% of Class	Shares	Form	Filed
Enterprise Financial Services Corp 13G/A EFSC · 293712105	EFSC	293712105	8.8%	3,250,131	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			8.8%	3,250,131
Wellington Group Holdings LLP			8.8%	3,250,131
Wellington Investment Advisors Holdings LLP			8.8%	3,250,131
Wellington Management Company LLP			7.9%	3,250,131
Bank of Marin Bancorp 13G/A BMRC · 063425102	BMRC	063425102	3.9%	632,000	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			3.9%	632,000
Wellington Group Holdings LLP			3.9%	632,000
Wellington Investment Advisors Holdings LLP			3.9%	632,000
Provident Financial Services, Inc. 13G/A PFS · 74386T105	PFS	74386T105	4.4%	5,786,655	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.4%	5,786,655
Wellington Group Holdings LLP			4.4%	5,786,655
Wellington Investment Advisors Holdings LLP			4.4%	5,786,655
Phillips Edison & Company, Inc. 13G/A PECO · 71844V201	PECO	71844V201	4.1%	5,212,095	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.1%	5,212,095
Wellington Group Holdings LLP			4.1%	5,212,095
Wellington Investment Advisors Holdings LLP			4.1%	5,212,095
MYR Group Inc. 13G/A MYRG · 55405W104	MYRG	55405W104	4.1%	643,349	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.1%	643,349
Wellington Group Holdings LLP			4.1%	643,349
Wellington Investment Advisors Holdings LLP			4.1%	643,349
Eagle Financial Services, Inc. 13G/A EFSI · 26951R104	EFSI	26951R104	5.2%	280,400	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			5.2%	280,400
Wellington Group Holdings LLP			5.2%	280,400
Wellington Investment Advisors Holdings LLP			5.2%	280,400
Wellington Management Company LLP			5.2%	280,400
AtriCure, Inc. 13G/A ATRC · 04963C209	ATRC	04963C209	6.8%	3,382,555	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			6.8%	3,382,555
Wellington Group Holdings LLP			6.8%	3,382,555
Wellington Investment Advisors Holdings LLP			6.8%	3,382,555
Wellington Management Company LLP			5.5%	3,382,555
Alignment Healthcare, Inc. 13G/A ALHC · 01625V104	ALHC	01625V104	8.4%	17,098,936	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			8.4%	17,098,936
Wellington Group Holdings LLP			8.4%	17,098,936
Wellington Investment Advisors Holdings LLP			8.4%	17,098,936
Wellington Management Company LLP			7.8%	17,098,936
Genius Sports Limited 13G/A GENI · G3934V109	GENI	G3934V109	0.6%	1,545,484	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			0.6%	1,545,484
Wellington Group Holdings LLP			0.6%	1,545,484
Wellington Investment Advisors Holdings LLP			0.6%	1,545,484
Champion Homes, Inc. 13G/A SKY · 830830105	SKY	830830105	6.8%	3,787,032	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			6.8%	3,787,032
Wellington Group Holdings LLP			6.8%	3,787,032
Wellington Investment Advisors Holdings LLP			6.8%	3,787,032
Wellington Management Company LLP			6.3%	3,787,032
Ryder System, Inc. 13G/A R · 783549108	R	783549108	4.4%	1,738,825	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.4%	1,738,825
Wellington Group Holdings LLP			4.4%	1,738,825
Wellington Investment Advisors Holdings LLP			4.4%	1,738,825
Peoples Bancorp of North Carolina, Inc. 13G/A PEBK · 710577107	PEBK	710577107	7.7%	418,608	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			7.7%	418,608
Wellington Group Holdings LLP			7.7%	418,608
Wellington Investment Advisors Holdings LLP			7.7%	418,608
Wellington Management Company LLP			7.7%	418,608
PPG Industries, Inc. 13G/A PPG · 693506107	PPG	693506107	4.6%	10,372,845	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.6%	10,372,845
Wellington Group Holdings LLP			4.6%	10,372,845
Wellington Investment Advisors Holdings LLP			4.6%	10,372,845
OceanFirst Financial Corp. 13G/A OCFC · 675234108	OCFC	675234108	4.5%	2,595,433	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.5%	2,595,433
Wellington Group Holdings LLP			4.5%	2,595,433
Wellington Investment Advisors Holdings LLP			4.5%	2,595,433
Modine Manufacturing Company 13G/A MOD · 607828100	MOD	607828100	1.9%	1,019,921	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			1.9%	1,019,921
Wellington Group Holdings LLP			1.9%	1,019,921
Wellington Investment Advisors Holdings LLP			1.9%	1,019,921
Knight-Swift Transportation Holdings Inc. 13G/A KNX · 499049104	KNX	499049104	3.7%	5,944,982	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			3.7%	5,944,982
Wellington Group Holdings LLP			3.7%	5,944,982
Wellington Investment Advisors Holdings LLP			3.7%	5,944,982
Inspire Medical Systems, Inc. 13G/A INSP · 457730109	INSP	457730109	8.8%	2,535,954	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			8.8%	2,535,954
Wellington Group Holdings LLP			8.8%	2,535,954
Wellington Investment Advisors Holdings LLP			8.8%	2,535,954
Wellington Management Company LLP			8.6%	2,535,954
Cactus, Inc. 13G/A WHD · 127203107	WHD	127203107	4.2%	2,865,426	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.2%	2,865,426
Wellington Group Holdings LLP			4.2%	2,865,426
Wellington Investment Advisors Holdings LLP			4.2%	2,865,426
Ingevity Corporation 13G/A NGVT · 45688C107	NGVT	45688C107	4.2%	1,494,292	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.2%	1,494,292
Wellington Group Holdings LLP			4.2%	1,494,292
Wellington Investment Advisors Holdings LLP			4.2%	1,494,292
IDEX Corporation 13G/A IEX · 45167R104	IEX	45167R104	2.3%	1,738,531	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			2.3%	1,738,531
Wellington Group Holdings LLP			2.3%	1,738,531
Wellington Investment Advisors Holdings LLP			2.3%	1,738,531
Helios Technologies, Inc. 13G/A HLIO · 42328H109	HLIO	42328H109	3.9%	1,306,673	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			3.9%	1,306,673
Wellington Group Holdings LLP			3.9%	1,306,673
Wellington Investment Advisors Holdings LLP			3.9%	1,306,673
Shake Shack Inc. 13G/A SHAK · 819047101	SHAK	819047101	4.3%	1,718,844	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.3%	1,718,844
Wellington Group Holdings LLP			4.3%	1,718,844
Wellington Investment Advisors Holdings LLP			4.3%	1,718,844
Seacoast Banking Corporation of Florida 13G/A SBCF · 811707801	SBCF	811707801	5.0% Checked 5% or less	4,850,958	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			5.0%	4,850,958
Wellington Group Holdings LLP			5.0%	4,850,958
Wellington Investment Advisors Holdings LLP			5.0%	4,850,958
Clean Harbors, Inc. 13G/A CLH · 184496107	CLH	184496107	6.8%	3,576,062	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			6.8%	3,576,062
Wellington Group Holdings LLP			6.8%	3,576,062
Wellington Investment Advisors Holdings LLP			6.8%	3,576,062
Wellington Management Company LLP			5.5%	3,576,062
Century Communities, Inc. 13G/A CCS · 156504300	CCS	156504300	3.1%	913,025	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			3.1%	913,025
Wellington Group Holdings LLP			3.1%	913,025
Wellington Investment Advisors Holdings LLP			3.1%	913,025
Black Rock Coffee Bar, Inc. 13G/A BRCB · 092244102	BRCB	092244102	0%	0	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			0%	0
Wellington Group Holdings LLP			0%	0
Wellington Investment Advisors Holdings LLP			0%	0
Archer-Daniels-Midland Company 13G/A ADM · 039483102	ADM	039483102	3.6%	17,284,627	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			3.6%	17,284,627
Wellington Group Holdings LLP			3.6%	17,284,627
Wellington Investment Advisors Holdings LLP			3.6%	17,284,627
Targa Resources Corp. 13G/A TRGP · 87612G101	TRGP	87612G101	7.0%	15,043,474	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			7.0%	15,043,474
Wellington Group Holdings LLP			7.0%	15,043,474
Wellington Investment Advisors Holdings LLP			7.0%	15,043,474
Wellington Management Company LLP			6.6%	15,043,474
Spruce Biosciences, Inc 13G/A SPRB · 85209E208	SPRB	85209E208	3.6%	48,796	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			3.6%	48,796
Wellington Group Holdings LLP			3.6%	48,796
Wellington Investment Advisors Holdings LLP			3.6%	48,796
ONE Gas, Inc. 13G/A OGS · 68235P108	OGS	68235P108	4.2%	2,605,332	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.2%	2,605,332
Wellington Group Holdings LLP			4.2%	2,605,332
Wellington Investment Advisors Holdings LLP			4.2%	2,605,332
First Interstate BancSystem, Inc. 13G/A FIBK · 32055Y201	FIBK	32055Y201	4.0%	3,882,437	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			4.0%	3,882,437
Wellington Group Holdings LLP			4.0%	3,882,437
Wellington Investment Advisors Holdings LLP			4.0%	3,882,437
Ameresco, Inc. 13G/A AMRC · 02361E108	AMRC	02361E108	10.2%	3,541,577	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			10.2%	3,541,577
Wellington Group Holdings LLP			10.2%	3,541,577
Wellington Investment Advisors Holdings LLP			10.2%	3,541,577
Wellington Management Company LLP			9.1%	3,541,577
Icon Public Limited Company 13G/A ICLR · G4705A100	ICLR	G4705A100	7.7%	5,913,037	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			7.7%	5,913,037
Wellington Group Holdings LLP			7.7%	5,913,037
Wellington Investment Advisors Holdings LLP			7.7%	5,913,037
Wellington Management Company LLP			6.7%	5,913,037
Wolverine World Wide, Inc. 13G WWW · 978097103	WWW	978097103	5.3%	4,381,487	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			5.3%	4,381,487
Wellington Group Holdings LLP			5.3%	4,381,487
Wellington Investment Advisors Holdings LLP			5.3%	4,381,487
Power Integrations, Inc. 13G POWI · 739276103	POWI	739276103	6.0%	3,356,153	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			6.0%	3,356,153
Wellington Group Holdings LLP			6.0%	3,356,153
Wellington Investment Advisors Holdings LLP			6.0%	3,356,153
Wellington Management Company LLP			5.5%	3,356,153
Mercantile Bank Corporation 13G MBWM · 587376104	MBWM	587376104	6.9%	1,189,031	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			6.9%	1,189,031
Wellington Group Holdings LLP			6.9%	1,189,031
Wellington Investment Advisors Holdings LLP			6.9%	1,189,031
Wellington Management Company LLP			6.5%	1,189,031
Huntington Bancshares Incorporated 13G HBAN · 446150104	HBAN	446150104	6.4%	129,387,133	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			6.4%	129,387,133
Wellington Group Holdings LLP			6.4%	129,387,133
Wellington Investment Advisors Holdings LLP			6.4%	129,387,133
Wellington Management Company LLP			6.0%	129,387,133
Freshpet, Inc. 13G FRPT · 358039105	FRPT	358039105	5.2%	2,531,228	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			5.2%	2,531,228
Wellington Group Holdings LLP			5.2%	2,531,228
Wellington Investment Advisors Holdings LLP			5.2%	2,531,228
Crane NXT, Co. 13G/A CXT · 224441105	CXT	224441105	1.4%	814,164	13G/A	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			1.4%	814,164
Wellington Group Holdings LLP			1.4%	814,164
Wellington Investment Advisors Holdings LLP			1.4%	814,164
American International Group, Inc. 13G AIG · 026874784	AIG	026874784	5.3%	28,370,434	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			5.3%	28,370,434
Wellington Group Holdings LLP			5.3%	28,370,434
Wellington Investment Advisors Holdings LLP			5.3%	28,370,434
Wellington Management Company LLP			5.1%	28,370,434
Stoke Therapeutics, Inc. 13G STOK · 86150R107	STOK	86150R107	5.2%	3,095,700	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			5.2%	3,095,700
Wellington Group Holdings LLP			5.2%	3,095,700
Wellington Investment Advisors Holdings LLP			5.2%	3,095,700
Wellington Management Company LLP			5.1%	3,095,700
Omnicell, Inc. 13G OMCL · 68213N109	OMCL	68213N109	6.0%	2,707,046	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			6.0%	2,707,046
Wellington Group Holdings LLP			6.0%	2,707,046
Wellington Investment Advisors Holdings LLP			6.0%	2,707,046
Wellington Management Company LLP			5.2%	2,707,046
Methanex Corporation 13G MEOH · 59151K108	MEOH	59151K108	5.8%	4,503,858	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			5.8%	4,503,858
Wellington Group Holdings LLP			5.8%	4,503,858
Wellington Investment Advisors Holdings LLP			5.8%	4,503,858
Wellington Management Company LLP			5.2%	4,503,858
Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP 13G P2R268136		P2R268136	5.1%	35,840,378	13G	5/15/2026 Event 3/31/2026
Wellington Management Group LLP			5.1%	35,840,378
Wellington Group Holdings LLP			5.1%	35,840,378
Wellington Investment Advisors Holdings LLP			5.1%	35,840,378
Apellis Pharmaceuticals, Inc. 13G/A APLS · 03753U106	APLS	03753U106	0.2%	249,635	13G/A	4/7/2026 Event 3/31/2026
Wellington Management Group LLP			0.2%	249,635
Wellington Group Holdings LLP			0.2%	249,635
Wellington Investment Advisors Holdings LLP			0.2%	249,635
Smith Douglas Homes Corp. 13G/A SDHC · 83207R107	SDHC	83207R107	13.5%	1,211,274	13G/A	4/7/2026 Event 3/31/2025
Wellington Management Group LLP			13.5%	1,211,274
Wellington Group Holdings LLP			13.5%	1,211,274
Wellington Investment Advisors Holdings LLP			13.5%	1,211,274
Wellington Management Company LLP			13.1%	1,211,274
Amplitude, Inc. 13G AMPL · 03213A104	AMPL	03213A104	10.7%	11,154,556	13G	4/7/2026 Event 3/31/2026
Wellington Management Group LLP			10.7%	11,154,556
Wellington Group Holdings LLP			10.7%	11,154,556
Wellington Investment Advisors Holdings LLP			10.7%	11,154,556
Wellington Management Company LLP			8.8%	11,154,556
Zai Lab Ltd. - SB 13G/A G9887T116		G9887T116	4.3%	48,112,590	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			4.3%	48,112,590
Wellington Group Holdings LLP			4.3%	48,112,590
Wellington Investment Advisors Holdings LLP			4.3%	48,112,590
Cadence Bank 13G/A CADE · 12740C103	CADE	12740C103	3.4%	6,173,767	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			3.4%	6,173,767
Wellington Group Holdings LLP			3.4%	6,173,767
Wellington Investment Advisors Holdings LLP			3.4%	6,173,767
C.H. Robinson Worldwide, Inc. 13G/A CHRW · 12541W209	CHRW	12541W209	4.6%	5,453,538	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			4.6%	5,453,538
Wellington Group Holdings LLP			4.6%	5,453,538
Wellington Investment Advisors Holdings LLP			4.6%	5,453,538
Beta Bionics, Inc. 13G/A BBNX · 08659B102	BBNX	08659B102	0%	0	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			0%	0
Wellington Group Holdings LLP			0%	0
Wellington Investment Advisors Holdings LLP			0%	0
BayCom Corp 13G/A BCML · 07272M107	BCML	07272M107	9.7%	1,058,935	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			9.7%	1,058,935
Wellington Group Holdings LLP			9.7%	1,058,935
Wellington Investment Advisors Holdings LLP			9.7%	1,058,935
Wellington Management Company LLP			9.7%	1,058,935
Avidity Biosciences, Inc. 13G/A RNAM · 05370A108	RNAM	05370A108	0.5%	723,118	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			0.5%	723,118
Wellington Group Holdings LLP			0.5%	723,118
Wellington Investment Advisors Holdings LLP			0.5%	723,118
Antero Resources Corporation 13G/A AR · 03674X106	AR	03674X106	3.7%	11,309,130	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			3.7%	11,309,130
Wellington Group Holdings LLP			3.7%	11,309,130
Wellington Investment Advisors Holdings LLP			3.7%	11,309,130
Amicus Therapeutics, Inc. 13G/A FOLD · 03152W109	FOLD	03152W109	0.4%	1,373,867	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			0.4%	1,373,867
Wellington Group Holdings LLP			0.4%	1,373,867
Wellington Investment Advisors Holdings LLP			0.4%	1,373,867
Akero Therapeutics, Inc. 13G/A AKRO · 00973Y108	AKRO	00973Y108	0%	0	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			0%	0
Wellington Group Holdings LLP			0%	0
Wellington Investment Advisors Holdings LLP			0%	0
Qiagen N.V. 13G/A QGEN · N72482206	QGEN	N72482206	6.5%	14,137,799	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			6.5%	14,137,799
Wellington Group Holdings LLP			6.5%	14,137,799
Wellington Investment Advisors Holdings LLP			6.5%	14,137,799
Wellington Management Company LLP			5.7%	14,137,799
Haleon plc 13G/A G4232K100		G4232K100	5.0% Checked 5% or less	443,046,686	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			5.0%	443,046,686
Wellington Group Holdings LLP			5.0%	443,046,686
Wellington Investment Advisors Holdings LLP			5.0%	443,046,686
Assured Guaranty Ltd. 13G/A AGO · G0585R106	AGO	G0585R106	1.3%	613,782	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			1.3%	613,782
Wellington Group Holdings LLP			1.3%	613,782
Wellington Investment Advisors Holdings LLP			1.3%	613,782
Structure Therapeutics Inc. 13G/A GPCR · 86366E106	GPCR	86366E106	10.1%	21,365,952	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			10.1%	21,365,952
Wellington Group Holdings LLP			10.1%	21,365,952
Wellington Investment Advisors Holdings LLP			10.1%	21,365,952
Wellington Management Company LLP			9.6%	21,365,952
PTC Therapeutics, Inc. 13G/A PTCT · 69366J200	PTCT	69366J200	4.8%	3,867,380	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			4.8%	3,867,380
Wellington Group Holdings LLP			4.8%	3,867,380
Wellington Investment Advisors Holdings LLP			4.8%	3,867,380
MainStreet Bancshares, Inc. 13G/A MNSB · 56064Y100	MNSB	56064Y100	4.7%	359,411	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			4.7%	359,411
Wellington Group Holdings LLP			4.7%	359,411
Wellington Investment Advisors Holdings LLP			4.7%	359,411
Guardian Pharmacy Services, Inc. 13G/A GRDN · 40145W101	GRDN	40145W101	3.1%	1,123,132	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			3.1%	1,123,132
Wellington Group Holdings LLP			3.1%	1,123,132
Wellington Investment Advisors Holdings LLP			3.1%	1,123,132
Evercore Inc. 13G/A EVR · 29977A105	EVR	29977A105	5.0% Checked 5% or less	1,931,374	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			5.0%	1,931,374
Wellington Group Holdings LLP			5.0%	1,931,374
Wellington Investment Advisors Holdings LLP			5.0%	1,931,374
EQT Corporation 13G/A EQT · 26884L109	EQT	26884L109	4.3%	26,539,413	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			4.3%	26,539,413
Wellington Group Holdings LLP			4.3%	26,539,413
Wellington Investment Advisors Holdings LLP			4.3%	26,539,413
Chewy, Inc. 13G/A CHWY · 16679L109	CHWY	16679L109	2.3%	5,589,306	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			2.3%	5,589,306
Wellington Group Holdings LLP			2.3%	5,589,306
Wellington Investment Advisors Holdings LLP			2.3%	5,589,306
Celldex Therapeutics, Inc. 13G/A CLDX · 15117B202	CLDX	15117B202	12.2%	8,079,608	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			12.2%	8,079,608
Wellington Group Holdings LLP			12.2%	8,079,608
Wellington Investment Advisors Holdings LLP			12.2%	8,079,608
Wellington Management Company LLP			11.8%	8,079,608
Clearwater Analytics Holdings, Inc. 13G/A CWAN · 185123106	CWAN	185123106	1.7%	4,835,344	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			1.7%	4,835,344
Wellington Group Holdings LLP			1.7%	4,835,344
Wellington Investment Advisors Holdings LLP			1.7%	4,835,344
Charles River Laboratories International, Inc. 13G/A CRL · 159864107	CRL	159864107	3.6%	1,749,213	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			3.6%	1,749,213
Wellington Group Holdings LLP			3.6%	1,749,213
Wellington Investment Advisors Holdings LLP			3.6%	1,749,213
CNB Financial Corporation 13G/A CCNE · 126128107	CCNE	126128107	8.8%	2,592,950	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			8.8%	2,592,950
Wellington Group Holdings LLP			8.8%	2,592,950
Wellington Investment Advisors Holdings LLP			8.8%	2,592,950
Wellington Management Company LLP			8.7%	2,592,950
Blue Ridge Bankshares, Inc. 13G BRBS · 095825105	BRBS	095825105	7.3%	6,652,150	13G	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			7.3%	6,652,150
Wellington Group Holdings LLP			7.3%	6,652,150
Wellington Investment Advisors Holdings LLP			7.3%	6,652,150
Wellington Management Company LLP			6.3%	6,652,150
Scholar Rock Holding Corporation 13G SRRK · 80706P103	SRRK	80706P103	5.6%	5,759,428	13G	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			5.6%	5,759,428
Wellington Group Holdings LLP			5.6%	5,759,428
Wellington Investment Advisors Holdings LLP			5.6%	5,759,428
Wellington Management Company LLP			5.3%	5,759,428
Revolution Medicines, Inc. 13G/A RVMD · 76155X100	RVMD	76155X100	3.6%	6,987,639	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			3.6%	6,987,639
Wellington Group Holdings LLP			3.6%	6,987,639
Wellington Investment Advisors Holdings LLP			3.6%	6,987,639
RXO, Inc. 13G/A RXO · 74982T103	RXO	74982T103	2.9%	4,711,584	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			2.9%	4,711,584
Wellington Group Holdings LLP			2.9%	4,711,584
Wellington Investment Advisors Holdings LLP			2.9%	4,711,584
Protagonist Therapeutics, Inc. 13G PTGX · 74366E102	PTGX	74366E102	5.1%	3,171,423	13G	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			5.1%	3,171,423
Wellington Group Holdings LLP			5.1%	3,171,423
Wellington Investment Advisors Holdings LLP			5.1%	3,171,423
Viavi Solutions Inc. 13G/A VIAV · 925550105	VIAV	925550105	4.9%	10,999,595	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			4.9%	10,999,595
Wellington Group Holdings LLP			4.9%	10,999,595
Wellington Investment Advisors Holdings LLP			4.9%	10,999,595
Silgan Holdings Inc. 13G/A SLGN · 827048109	SLGN	827048109	0.2%	213,738	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			0.2%	213,738
Wellington Group Holdings LLP			0.2%	213,738
Wellington Investment Advisors Holdings LLP			0.2%	213,738
Peapack-Gladstone Financial Corporation 13G/A PGC · 704699107	PGC	704699107	3.8%	674,003	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			3.8%	674,003
Wellington Group Holdings LLP			3.8%	674,003
Wellington Investment Advisors Holdings LLP			3.8%	674,003
MidWestOne Financial Group, Inc. 13G/A MOFG · 598511103	MOFG	598511103	1.7%	354,908	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			1.7%	354,908
Wellington Group Holdings LLP			1.7%	354,908
Wellington Investment Advisors Holdings LLP			1.7%	354,908
The Middleby Corporation 13G/A MIDD · 596278101	MIDD	596278101	2.6%	1,307,816	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			2.6%	1,307,816
Wellington Group Holdings LLP			2.6%	1,307,816
Wellington Investment Advisors Holdings LLP			2.6%	1,307,816
The Kroger Co. 13G/A KR · 501044101	KR	501044101	3.2%	20,068,489	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			3.2%	20,068,489
Wellington Group Holdings LLP			3.2%	20,068,489
Wellington Investment Advisors Holdings LLP			3.2%	20,068,489
American Healthcare REIT, Inc. 13G/A AHR · 398182303	AHR	398182303	4.3%	7,922,818	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			4.3%	7,922,818
Wellington Group Holdings LLP			4.3%	7,922,818
Wellington Investment Advisors Holdings LLP			4.3%	7,922,818
Glaukos Corporation 13G/A GKOS · 377322102	GKOS	377322102	0.8%	486,824	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			0.8%	486,824
Wellington Group Holdings LLP			0.8%	486,824
Wellington Investment Advisors Holdings LLP			0.8%	486,824
Gentex Corporation 13G/A GNTX · 371901109	GNTX	371901109	1.1%	2,300,392	13G/A	2/10/2026 Event 12/31/2025
Wellington Management Group LLP			1.1%	2,300,392
Wellington Group Holdings LLP			1.1%	2,300,392
Wellington Investment Advisors Holdings LLP			1.1%	2,300,392
Orange County Bancorp, Inc 13G/A OBT · 68417L107	OBT	68417L107	4.4%	591,549	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			4.4%	591,549
Wellington Group Holdings LLP			4.4%	591,549
Wellington Investment Advisors Holdings LLP			4.4%	591,549
National Bank Holdings Corporation 13G/A NBHC · 633707104	NBHC	633707104	4.7%	1,775,654	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			4.7%	1,775,654
Wellington Group Holdings LLP			4.7%	1,775,654
Wellington Investment Advisors Holdings LLP			4.7%	1,775,654
Jabil Inc. 13G/A JBL · 466313103	JBL	466313103	4.1%	4,362,166	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			4.1%	4,362,166
Wellington Group Holdings LLP			4.1%	4,362,166
Wellington Investment Advisors Holdings LLP			4.1%	4,362,166
Fluor Corporation 13G/A FLR · 343412102	FLR	343412102	3.8%	6,135,954	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			3.8%	6,135,954
Wellington Group Holdings LLP			3.8%	6,135,954
Wellington Investment Advisors Holdings LLP			3.8%	6,135,954
The Cheesecake Factory Incorporated 13G/A CAKE · 163072101	CAKE	163072101	4.4%	2,175,310	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			4.4%	2,175,310
Wellington Group Holdings LLP			4.4%	2,175,310
Wellington Investment Advisors Holdings LLP			4.4%	2,175,310
American Vanguard Corporation 13G AVD · 030371108	AVD	030371108	5.7%	1,628,529	13G	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			5.7%	1,628,529
Wellington Group Holdings LLP			5.7%	1,628,529
Wellington Investment Advisors Holdings LLP			5.7%	1,628,529
Wellington Management Company LLP			5.2%	1,628,529
Vital Farms, Inc. 13G/A VITL · 92847W103	VITL	92847W103	4.5%	2,021,805	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			4.5%	2,021,805
Wellington Group Holdings LLP			4.5%	2,021,805
Wellington Investment Advisors Holdings LLP			4.5%	2,021,805
Synovus Financial Corp. 13G/A SNV · 87161C501	SNV	87161C501	5.0% Checked 5% or less	6,939,814	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			5.0%	6,939,814
Wellington Group Holdings LLP			5.0%	6,939,814
Wellington Investment Advisors Holdings LLP			5.0%	6,939,814
Sweetgreen, Inc. 13G/A SG · 87043Q108	SG	87043Q108	1.0%	1,063,916	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			1.0%	1,063,916
Wellington Group Holdings LLP			1.0%	1,063,916
Wellington Investment Advisors Holdings LLP			1.0%	1,063,916
StepStone Group Inc. 13G STEP · 85914M107	STEP	85914M107	7.3%	5,723,073	13G	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			7.3%	5,723,073
Wellington Group Holdings LLP			7.3%	5,723,073
Wellington Investment Advisors Holdings LLP			7.3%	5,723,073
Wellington Management Company LLP			6.9%	5,723,073
The Simply Good Foods Company 13G/A SMPL · 82900L102	SMPL	82900L102	1.9%	1,945,930	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			1.9%	1,945,930
Wellington Group Holdings LLP			1.9%	1,945,930
Wellington Investment Advisors Holdings LLP			1.9%	1,945,930
Pool Corporation 13G/A POOL · 73278L105	POOL	73278L105	6.9%	2,563,373	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			6.9%	2,563,373
Wellington Group Holdings LLP			6.9%	2,563,373
Wellington Investment Advisors Holdings LLP			6.9%	2,563,373
Wellington Management Company LLP			5.8%	2,563,373
Mid Penn Bancorp, Inc. 13G/A MPB · 59540G107	MPB	59540G107	9.7%	2,224,513	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			9.7%	2,224,513
Wellington Group Holdings LLP			9.7%	2,224,513
Wellington Investment Advisors Holdings LLP			9.7%	2,224,513
Wellington Management Company LLP			9.7%	2,224,513
Jamf Holding Corp. 13G/A JAMF · 47074L105	JAMF	47074L105	3.9%	5,207,648	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			3.9%	5,207,648
Wellington Group Holdings LLP			3.9%	5,207,648
Wellington Investment Advisors Holdings LLP			3.9%	5,207,648
Independence Realty Trust, Inc. 13G/A IRT · 45378A106	IRT	45378A106	2.6%	6,094,776	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			2.6%	6,094,776
Wellington Group Holdings LLP			2.6%	6,094,776
Wellington Investment Advisors Holdings LLP			2.6%	6,094,776
Mechanics Bancorp 13G/A MCHB · 43785V102	MCHB	43785V102	0%	0	13G/A	11/12/2025 Event 9/30/2025
Wellington Management Group LLP			0%	0
Wellington Group Holdings LLP			0%	0
Wellington Investment Advisors Holdings LLP			0%	0