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Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 7,971,548 | $222,804,767 | -20% | 0.13% |
| 2. | Driehaus Capital Richard Driehaus | 7,918,693 | $221,327,469 | -7% | 1.63% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 6,759,845 | $188,937,668 | +226% | 0.15% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,932,381 | $54,010,049 | +81% | 0.03% |
| 5. | 1,417,700 | $39,624,715 | -6% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.66 | 20 | $313.20 | 32,488 | 2025-10-09 | Filing | |
| $2.70 | 100,000 | $269,840.00 | 1,405,356 | 2023-09-19 | Filing | |
| $3.64 | 274,000 | $997,113.40 | 439,580 | 2023-04-03 | Filing | |
| $6.47 | 19,230 | $124,445.02 | 19,230 | 2021-12-22 | Filing | |
| $6.01 | 165,580 | $994,473.48 | 165,580 | 2021-12-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.91 | 36,500 | $1,237,579.95 | 264,158 | 2026-04-15 | Filing | |
| $35.07 | 73,683 | $2,584,357.54 | 256,488 | 2026-04-06 | Filing | |
| $35.07 | 200,000 | $7,014,520.00 | 3,192,726 | 2026-04-06 | Filing | |
| $35.22 | 148,540 | $5,231,623.36 | 1,895,162 | 2026-04-02 | Filing | |
| $34.76 | 51,460 | $1,788,595.22 | 2,043,702 | 2026-04-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 35,248,893 | $985,206,582 | 24.53% | |
| 2. | 25,466,806 | $711,797,238 | 0.01% | |
| 3. | 12,204,165 | $341,106,412 | 0.01% | |
| 4. | 12,186,969 | $340,625,784 | 0% | |
| 5. | 7,844,300 | $219,248,185 | 0.14% |