| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | HMI Capital Mick Hellman | 6,775,973 | $189,523,965 | +1% | 10.76% |
| 2. | Long Path Partners William Brennan And Brian Nelson | 4,787,869 | $133,916,696 | +62% | 45.46% |
| 3. | Sachem Head Capital Scott Ferguson | 4,492,600 | $125,658,022 | -9% | 3.92% |
| 4. | ShawSpring Partners Dennis Hong | 2,887,766 | $80,770,815 | -21% | 10.19% |
| 5. | Lead Edge Capital Mitchell Green | 1,604,129 | $44,867,488 | 12.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.00 | 3,889,254 | $116,677,620.00 | 0 | 2025-09-08 | Filing | |
| $31.12 | 26,168 | $814,225.17 | 3,889,254 | 2025-09-05 | Filing | |
| $30.74 | 529 | $16,261.46 | 48,878 | 2025-09-05 | Filing | |
| $32.23 | 282,367 | $9,099,671.89 | 3,915,422 | 2025-08-29 | Filing | |
| $33.29 | 50,590 | $1,684,171.45 | 4,197,789 | 2025-08-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,723,204 | $327,898,016 | 0.01% | |
| 2. | 7,482,536 | $209,286,532 | 0.5% | |
| 3. | 6,216,777 | $173,883,253 | 0.91% | |
| 4. | 5,857,423 | $163,832,121 | 0.03% | |
| 5. | 5,042,083 | $141,027,055 | 0% |
Hedge Fund Resource Center 
