| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Driehaus Capital Richard Driehaus | 2,044,303 | $61,615,292 | +12% | 0.49% |
| 2. | Praesidium Investment Management Company Kevin Oram And Peter Uddo | 1,547,050 | $46,628,087 | +1% | 8.22% |
| 3. | Long Path Partners William Brennan And Brian Nelson | 1,078,466 | $32,504,965 | +58% | 11.03% |
| 4. | Whale Rock Capital Management Alex Sacerdote | 665,945 | $20,071,582 | 0.28% | |
| 5. | Select Equity Group Robert Joseph Caruso | 576,253 | $17,368,265 | +10% | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.54 | 129,391 | $2,916,317.87 | 12,033,436 | 2025-08-13 | Filing | |
| $22.31 | 100,000 | $2,230,980.00 | 11,904,045 | 2025-08-13 | Filing | |
| $21.46 | 516,771 | $11,088,613.73 | 11,804,045 | 2025-08-12 | Filing | |
| $20.73 | 400,000 | $8,290,720.00 | 11,287,274 | 2025-08-11 | Filing | |
| $20.65 | 250,000 | $5,161,750.00 | 10,887,274 | 2025-08-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.66 | 42,930 | $1,101,583.80 | 796,563 | 2025-09-09 | Filing | |
| $24.76 | 2,967 | $73,462.92 | 66,061 | 2025-09-02 | Filing | |
| $24.76 | 20,366 | $504,262.16 | 409,889 | 2025-09-02 | Filing | |
| $25.20 | 75,000 | $1,889,655.00 | 839,493 | 2025-08-27 | Filing | |
| $30.53 | 42,930 | $1,310,652.90 | 914,493 | 2025-06-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,645,318 | $290,709,885 | 8.01% | |
| 2. | 8,315,030 | $250,615,004 | 0% | |
| 3. | 5,464,036 | $164,686,045 | 0.03% | |
| 4. | 5,400,110 | $162,759,316 | 0% | |
| 5. | 3,249,114 | $97,928,296 | 0.03% |
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