| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | HMI Capital Mick Hellman | 6,775,973 | $183,696,628 | 10.61% | |
| 2. | Long Path Partners William Brennan And Brian Nelson | 3,366,001 | $91,252,288 | -30% | 32.99% |
| 3. | Rima Senvest Management Richard Mashaal | 2,419,408 | $65,590,151 | +3623% | 2.1% |
| 4. | Balyasny Asset Management Dmitry Balyasny | 2,003,633 | $54,318,491 | +114% | 0.07% |
| 5. | Lead Edge Capital Mitchell Green | 1,604,129 | $43,487,937 | 11.49% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.81 | 10,006 | $258,284.88 | 618,597 | 2025-11-04 | Filing | |
| $25.81 | 4,881 | $125,993.25 | 1,187,580 | 2025-11-04 | Filing | |
| $25.81 | 4,353 | $112,363.99 | 461,746 | 2025-11-04 | Filing | |
| $25.81 | 4,731 | $122,121.30 | 229,774 | 2025-11-04 | Filing | |
| $25.81 | 640 | $16,520.32 | 48,238 | 2025-11-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,924,703 | $323,278,697 | 0% | |
| 2. | 7,013,354 | $190,132,027 | 0.46% | |
| 3. | 5,856,757 | $158,776,682 | 0.03% | |
| 4. | 5,283,805 | $143,243,947 | 0% | |
| 5. | 4,962,036 | $134,520,796 | 0.72% |