Netskope Inc - NTSK

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ICONIQ Capital, LLC History No change 66,267,513 562,611 12.6% 17.56% 1 0 0.0% Q1 2026 May 14, 2026
VANGUARD GROUP INC History No change 5,332,708 93,535 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
SCGE MANAGEMENT, L.P. History New 10,950,921 92,973 2.82% 3 +10,950,921 New Q1 2026 May 15, 2026
SAPPHIRE VENTURES, L.L.C. History New 5,672,579 48,160 48.43% 4 +5,672,579 New Q1 2026 May 11, 2026
BAMCO INC /NY/ History Added to 3,824,078 32,466 0.1% 0.14% 5 +842,335 28.25% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 3,471,065 29,469 0.09% 0.19% 6 0 0.0% Q1 2026 May 13, 2026
BlackRock, Inc. History Added to 3,403,649 28,896 0.0% 0.0% 7 +1,566,156 85.23% Q1 2026 May 13, 2026
TimesSquare Capital Management, LLC History Added to 3,294,987 27,974 0.47% 0.83% 8 +159,136 5.07% Q1 2026 May 07, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 2,876,822 24,424 0.03% 0.04% 9 +529,169 22.54% Q1 2026 May 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 2,858,287 24,266 0.0% 10 +2,858,287 New Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Added to 2,746,955 23,321 0.01% 0.0% 11 +2,415,823 729.56% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 2,547,468 21,628 0.01% 0.02% 12 +608,355 31.37% Q1 2026 May 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,508,079 21,293 0.0% 13 +2,508,079 New Q1 2026 May 15, 2026
Capital Research Global Investors History No change 2,261,418 19,199 0.0% 0.01% 14 0 0.0% Q1 2026 May 13, 2026
Clearbridge Investments, LLC History Added to 2,242,873 19,041 0.02% 0.01% 15 +1,504,940 203.94% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History New 1,986,582 16,866 0.01% 16 +1,986,582 New Q1 2026 May 12, 2026
MORGAN STANLEY History Added to 1,831,116 15,546 0.0% 0.0% 17 +175,544 10.6% Q1 2026 May 15, 2026
NORGES BANK History No change 765,000 13,418 0.0% 0.0% 18 0 0.0% Q4 2025 Feb 10, 2026
Jump Financial, LLC History Added to 1,528,068 12,973 0.17% 0.01% 19 +1,499,868 5318.68% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 1,166,135 9,895 0.01% 0.03% 20 +81,191 7.48% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 1,162,906 9,873 0.0% 0.01% 21 -388,326 -25.03% Q1 2026 May 13, 2026
Weiss Asset Management LP History New 1,054,987 8,956 0.15% 22 +1,054,987 New Q1 2026 May 15, 2026
NEW YORK LIFE INSURANCE CO History Reduced 1,035,245 8,789 1.79% 5.28% 23 -338,958 -24.67% Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History New 1,019,457 8,655 0.21% 24 +1,019,457 New Q1 2026 Apr 30, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,009,200 8,573 0.0% 0.0% 25 +375,448 59.24% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 1,005,260 8,534 0.04% 26 +1,005,260 New Q1 2026 May 15, 2026
Stephens Investment Management Group LLC History Added to 977,786 8,301 0.11% 0.1% 27 +528,164 117.47% Q1 2026 Apr 28, 2026
GOLDMAN SACHS GROUP INC History Reduced 968,559 8,223 0.0% 0.0% 28 -51,532 -5.05% Q1 2026 May 15, 2026
Alta Park Capital, LP History No change 909,091 7,718 1.2% 1.92% 29 0 0.0% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 904,274 7,677 0.0% 0.0% 30 +345,782 61.91% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History New 843,142 7,158 0.01% 31 +843,142 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 731,791 6,212 0.0% 0.0% 32 +474,091 183.97% Q1 2026 May 15, 2026
OFI INVEST ASSET MANAGEMENT History Reduced 841,072 6,197 0.08% 0.19% 33 -64,774 -7.15% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Added to 721,624 5,794 0.0% 0.0% 34 +683,789 1807.29% Q1 2026 May 13, 2026
UBS Group AG History Added to 643,149 5,460 0.0% 0.0% 35 +233,860 57.14% Q1 2026 May 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 516,768 4,387 0.0% 0.0% 36 +189,848 58.07% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 507,461 4,308 0.0% 0.0% 37 +44,389 9.59% Q1 2026 May 15, 2026
BARCLAYS PLC History New 506,979 4,304 0.0% 38 +506,979 New Q1 2026 May 14, 2026
TIGER GLOBAL MANAGEMENT LLC History No change 500,000 4,245 0.02% 0.03% 39 0 0.0% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 490,012 4,160 0.0% 40 +490,012 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Added to 475,918 4,040 0.0% 0.0% 41 +443,800 1381.78% Q1 2026 May 05, 2026
MAVERICK CAPITAL LTD History No change 465,736 3,954 0.05% 0.09% 42 0 0.0% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 420,270 3,568 0.0% 0.0% 43 +339,748 421.93% Q1 2026 May 15, 2026
Trexquant Investment LP History New 371,419 3,153 0.02% 44 +371,419 New Q1 2026 May 15, 2026
Granahan Investment Management, LLC History Added to 367,578 3,120 0.15% 0.15% 45 +165,117 81.55% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 352,328 2,991 0.01% 46 +352,328 New Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History New 336,530 2,857 0.0% 47 +336,530 New Q1 2026 May 15, 2026
Walleye Capital LLC History Added to 317,129 2,692 0.01% 0.01% 48 +152,283 92.38% Q1 2026 May 13, 2026
ExodusPoint Capital Management, LP History Added to 315,466 2,678 0.02% 0.02% 49 +134,871 74.68% Q1 2026 May 14, 2026
LMR Partners LLP History No change 279,200 2,370 0.01% 0.01% 50 0 0.0% Q1 2026 May 15, 2026
SEVEN GRAND MANAGERS, LLC History Reduced 250,000 2,122 0.14% 0.63% 52 -225,000 -47.37% Q1 2026 May 06, 2026
Burkehill Global Management, LP History No change 250,000 2,122 0.11% 0.29% 51 0 0.0% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History New 215,000 1,825 0.0% 53 +215,000 New Q1 2026 May 12, 2026
IMC-Chicago, LLC History Added to 213,058 1,808 0.0% 0.0% 54 +107,025 100.94% Q1 2026 May 05, 2026
NORTHERN TRUST CORP History Added to 210,040 1,783 0.0% 0.0% 55 +91,260 76.83% Q1 2026 May 14, 2026
Hound Partners, LLC History No change 206,500 1,753 0.22% 0.49% 56 0 0.0% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History New 192,762 1,636 0.01% 57 +192,762 New Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 171,400 1,455 0.0% 0.0% 58 +13,059 8.25% Q1 2026 May 12, 2026
STRS OHIO History No change 155,000 1,315 0.01% 0.01% 59 0 0.0% Q1 2026 Apr 24, 2026
BANK OF AMERICA CORP /DE/ History Added to 139,103 1,180 0.0% 0.0% 60 +37,375 36.74% Q1 2026 May 15, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 137,203 1,164 0.02% 0.07% 61 -42,707 -23.74% Q1 2026 May 13, 2026
Swiss National Bank History New 119,400 1,013 0.0% 62 +119,400 New Q1 2026 May 07, 2026
Uniplan Investment Counsel, Inc. History New 114,915 975 0.1% 63 +114,915 New Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 112,384 954 0.0% 0.0% 64 +105,733 1589.73% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 107,526 912 0.0% 0.01% 65 -175,675 -62.03% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 105,607 896 0.0% 0.0% 66 -2,116 -1.96% Q1 2026 May 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 88,057 877 0.05% 67 +88,057 New Q1 2026 May 15, 2026
GOANNA CAPITAL MANAGEMENT LLC History No change 101,286 859 12.77% 15.38% 68 0 0.0% Q1 2026 May 08, 2026
Ghisallo Capital Management LLC History Reduced 100,000 849 0.02% 0.2% 70 -150,000 -60.0% Q1 2026 May 15, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Added to 100,000 849 0.04% 0.03% 69 +70,000 233.33% Q1 2026 May 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 95,049 806 0.0% 71 +95,049 New Q1 2026 May 14, 2026
&PARTNERS History Added to 92,102 781 0.0% 0.0% 72 +60,042 187.28% Q1 2026 May 15, 2026
FMR LLC History Reduced 87,938 746 0.0% 0.0% 73 -1,052,929 -92.29% Q1 2026 May 15, 2026
Jain Global LLC History New 86,487 734 0.0% 74 +86,487 New Q1 2026 May 15, 2026
Engineers Gate Manager LP History New 86,355 733 0.01% 75 +86,355 New Q1 2026 May 15, 2026
HRT FINANCIAL LP History New 84,546 717 0.0% 76 +84,546 New Q1 2026 May 14, 2026
Swiss Life Asset Management Ltd History New 22,226 702 0.0% 77 +22,226 New Q1 2026 May 14, 2026
Sandia Investment Management LP History No change 40,000 701 1.75% 1.75% 78 0 0.0% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 79,431 674 0.0% 79 +79,431 New Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History New 77,179 655 0.0% 80 +77,179 New Q1 2026 May 08, 2026
CastleKnight Management LP History Added to 75,450 640 0.01% 0.01% 81 +49,200 187.43% Q1 2026 May 15, 2026
CROSSLINK CAPITAL INC History New 75,060 637 0.06% 82 +75,060 New Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 72,008 611 0.0% 0.01% 83 -65,130 -47.49% Q1 2026 May 08, 2026
CenterBook Partners LP History Reduced 69,025 586 0.03% 0.18% 84 -143,173 -67.47% Q1 2026 May 05, 2026
Triumph Capital Management History Added to 68,528 581 0.12% 0.01% 85 +66,128 2755.33% Q1 2026 May 13, 2026
SIMPLEX TRADING, LLC History Reduced 63,400 538 0.0% 0.0% 86 -38,213 -37.61% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History New 59,930 508 0.0% 87 +59,930 New Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History New 59,631 506 0.0% 88 +59,631 New Q1 2026 May 15, 2026
K.J. Harrison & Partners Inc History New 50,000 424 0.07% 89 +50,000 New Q1 2026 Apr 28, 2026
SEI INVESTMENTS CO History Added to 48,897 415 0.0% 0.0% 90 +30,181 161.26% Q1 2026 May 13, 2026
Perbak Capital Partners LLP History New 48,182 409 0.1% 91 +48,182 New Q1 2026 May 15, 2026
Renaissance Capital LLC History Added to 40,740 405 0.29% 0.38% 92 +10,246 33.6% Q1 2026 May 07, 2026
Polymer Capital Management (US) LLC History No change 45,000 382 0.04% 0.08% 93 0 0.0% Q1 2026 May 13, 2026
Baird Financial Group, Inc. History Added to 44,652 379 0.0% 0.0% 94 +8,000 21.83% Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History New 40,793 349 0.0% 95 +40,793 New Q1 2026 Apr 30, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 40,851 346 0.0% 96 +40,851 New Q1 2026 May 08, 2026
AXQ CAPITAL, LP History New 38,671 328 0.04% 97 +38,671 New Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 38,613 327 0.0% 98 +38,613 New Q1 2026 May 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 38,190 324 0.0% 0.02% 99 -3,523,318 -98.93% Q1 2026 May 14, 2026
Legal & General Group Plc History New 38,026 322 0.0% 100 +38,026 New Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 37,992 322 0.0% 101 +37,992 New Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History New 35,694 303 0.0% 103 +35,694 New Q1 2026 May 15, 2026
CITIGROUP INC History Added to 35,736 303 0.0% 0.0% 102 +16,379 84.62% Q1 2026 May 11, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 35,138 298 0.03% 104 +35,138 New Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History New 33,128 281 0.0% 105 +33,128 New Q1 2026 May 18, 2026
Y.D. More Investments Ltd History New 32,172 273 0.01% 106 +32,172 New Q1 2026 May 04, 2026
Ameritas Advisory Services, LLC History New 30,991 263 0.01% 107 +30,991 New Q1 2026 May 12, 2026
FourThought Financial Partners, LLC History New 29,982 254 0.02% 108 +29,982 New Q1 2026 May 07, 2026
LPL Financial LLC History Added to 29,627 251 0.0% 0.0% 109 +4,148 16.28% Q1 2026 May 06, 2026
Creative Planning History New 28,952 245 0.0% 110 +28,952 New Q1 2026 May 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 28,300 240 0.0% 111 +28,300 New Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History Reduced 28,000 237 0.0% 0.04% 112 -1,187,000 -97.7% Q1 2026 May 11, 2026
Entropy Technologies, LP History New 27,149 230 0.01% 113 +27,149 New Q1 2026 May 14, 2026
Verition Fund Management LLC History Reduced 26,295 223 0.0% 0.04% 114 -535,749 -95.32% Q1 2026 May 15, 2026
Pine Valley Investments Ltd Liability Co History No change 11,500 201 0.01% 0.01% 115 0 0.0% Q4 2025 Feb 13, 2026
Caption Management, LLC History Reduced 22,900 194 0.0% 0.0% 116 -18,000 -44.01% Q1 2026 May 15, 2026
VERUS CAPITAL PARTNERS, LLC History No change 11,100 194 0.01% 0.01% 117 0 0.0% Q4 2025 Feb 11, 2026
OXFORD ASSET MANAGEMENT LLP History New 22,234 188 0.08% 118 +22,234 New Q1 2026 May 15, 2026
Bullseye Asset Management LLC History Added to 22,000 187 0.11% 0.19% 119 +2,000 10.0% Q1 2026 May 14, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 21,016 178 0.0% 0.0% 120 +2,973 16.48% Q1 2026 May 04, 2026
D.A. DAVIDSON & CO. History Added to 20,600 174 0.0% 0.0% 121 +8,050 64.14% Q1 2026 May 05, 2026
PDT Partners, LLC History New 20,125 170 0.01% 122 +20,125 New Q1 2026 May 15, 2026
Arizona State Retirement System History New 16,579 140 0.0% 123 +16,579 New Q1 2026 May 01, 2026
Delta Investment Management, LLC History New 16,500 140 0.03% 124 +16,500 New Q1 2026 May 12, 2026
STIFEL FINANCIAL CORP History New 16,441 139 0.0% 125 +16,441 New Q1 2026 May 12, 2026
Lombard Odier Asset Management (USA) Corp History New 15,809 134 0.01% 126 +15,809 New Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 15,187 128 0.0% 128 +15,187 New Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 15,100 128 0.0% 127 +15,100 New Q1 2026 May 15, 2026
Quadrature Capital Ltd History New 15,021 127 0.0% 129 +15,021 New Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History New 14,882 126 0.0% 130 +14,882 New Q1 2026 May 04, 2026
Squarepoint Ops LLC History Reduced 14,621 124 0.0% 0.01% 131 -635,379 -97.75% Q1 2026 May 15, 2026
CHIRON CAPITAL MANAGEMENT, LLC History New 13,603 115 0.12% 132 +13,603 New Q1 2026 Apr 21, 2026
KLP KAPITALFORVALTNING AS History New 13,300 112 0.0% 133 +13,300 New Q1 2026 Apr 29, 2026
DIMENSIONAL FUND ADVISORS LP History New 13,054 110 0.0% 134 +13,054 New Q1 2026 May 07, 2026
Walleye Trading LLC History New 13,033 110 0.0% 135 +13,033 New Q1 2026 May 08, 2026
SG Americas Securities, LLC History Reduced 12,505 106 0.0% 0.0% 136 -19,773 -61.26% Q1 2026 Apr 16, 2026
Cetera Investment Advisers History New 12,018 102 0.0% 137 +12,018 New Q1 2026 May 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 11,568 98 0.0% 138 +11,568 New Q1 2026 May 11, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 11,568 98 0.04% 139 +11,568 New Q1 2026 Apr 28, 2026
Summit Trail Advisors, LLC History New 11,077 94 0.0% 140 +11,077 New Q1 2026 May 12, 2026
Federation des caisses Desjardins du Quebec History Added to 10,800 91 0.0% 0.0% 141 +1,600 17.39% Q1 2026 May 13, 2026
Prospera Financial Services Inc History New 10,450 88 0.0% 142 +10,450 New Q1 2026 Apr 14, 2026
SummitTX Capital, L.P. History New 10,374 88 0.0% 143 +10,374 New Q1 2026 May 15, 2026
Gryphon Financial Partners LLC History New 10,356 87 0.01% 145 +10,356 New Q1 2026 May 06, 2026
FIRST TRUST ADVISORS LP History New 10,342 87 0.0% 144 +10,342 New Q1 2026 May 13, 2026
ASSETMARK, INC History Added to 9,264 78 0.0% 0.0% 146 +3,385 57.58% Q1 2026 May 06, 2026
Advisors Asset Management, Inc. History Added to 8,870 75 0.0% 0.0% 147 +5,196 141.43% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 7,215 61 0.0% 0.0% 148 +2,051 39.72% Q1 2026 Apr 27, 2026
IFP Advisors, Inc History Added to 6,560 55 0.0% 0.0% 149 +5,060 337.33% Q1 2026 Apr 13, 2026
Tower Research Capital LLC (TRC) History Added to 5,912 50 0.0% 0.0% 150 +2,418 69.2% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 4,696 39 0.0% 0.0% 151 +1,079 29.83% Q1 2026 May 11, 2026
FNY Investment Advisers, LLC History New 4,500 38 0.02% 152 +4,500 New Q1 2026 Apr 15, 2026
DARA CAPITAL US, INC. History No change 4,125 35 0.03% 0.06% 153 0 0.0% Q1 2026 Apr 30, 2026
TD Waterhouse Canada Inc. History Added to 3,432 26 0.0% 0.0% 154 +2,170 171.95% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Reduced 2,750 23 0.0% 0.0% 155 -44,270 -94.15% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 2,500 21 0.0% 0.0% 156 -1,500 -37.5% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 2,358 19 0.0% 0.0% 157 +938 66.06% Q1 2026 Apr 07, 2026
Ramirez Asset Management, Inc. History New 2,000 16 0.0% 158 +2,000 New Q1 2026 May 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,567 12 0.0% 0.0% 159 +1,357 646.19% Q1 2026 May 15, 2026
Leonteq Securities AG History Reduced 1,404 11 0.0% 0.0% 160 -2,264 -61.72% Q1 2026 Apr 27, 2026
Caitong International Asset Management Co., Ltd History Reduced 721 6 0.0% 0.04% 162 -9,215 -92.74% Q1 2026 May 11, 2026
COMERICA BANK History No change 372 6 0.0% 0.0% 161 0 0.0% Q4 2025 Jan 29, 2026
Hilltop National Bank History No change 500 4 0.0% 0.0% 163 0 0.0% Q1 2026 Apr 02, 2026
Banque Transatlantique SA History No change 550 4 0.0% 0.0% 164 0 0.0% Q1 2026 May 13, 2026
CWM, LLC History Added to 434 3 0.0% 0.0% 165 +100 29.94% Q1 2026 May 14, 2026
TSFG, LLC History No change 400 3 0.0% 0.0% 166 0 0.0% Q1 2026 Apr 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 300 2 0.0% 0.0% 167 -275 -47.83% Q1 2026 May 08, 2026
Avion Wealth History No change 250 2 0.0% 0.0% 168 0 0.0% Q1 2026 May 01, 2026
Cornerstone Planning Group LLC History No change 200 2 0.0% 0.0% 169 0 0.0% Q1 2026 May 06, 2026
Merkkuri Wealth Advisors LLC History New 213 1 0.0% 171 +213 New Q1 2026 Apr 21, 2026
POM Investment Strategies, LLC History New 170 1 0.0% 170 +170 New Q1 2026 May 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.11% -8,960,263 -100.0% Q1 2026 May 15, 2026
Capital International Investors History Closed out 0 0 0.01% -2,101,264 -100.0% Q1 2026 May 13, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.04% -2,059,194 -100.0% Q1 2026 May 15, 2026
BIT Capital GmbH History Closed out 0 0 1.02% -1,578,277 -100.0% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 0.01% -915,041 -100.0% Q1 2026 May 15, 2026
LORD, ABBETT & CO. LLC History Closed out 0 0 0.04% -810,947 -100.0% Q1 2026 May 14, 2026
NEXT CENTURY GROWTH INVESTORS LLC History Closed out 0 0 0.7% -578,365 -100.0% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Closed out 0 0 0.01% -430,734 -100.0% Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -380,416 -100.0% Q1 2026 May 15, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Closed out 0 0 0.07% -302,288 -100.0% Q1 2026 May 12, 2026
Freestone Grove Partners LP History Closed out 0 0 0.03% -250,147 -100.0% Q1 2026 May 15, 2026
Woodline Partners LP History Closed out 0 0 0.02% -245,223 -100.0% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Closed out 0 0 0.0% -236,540 -100.0% Q1 2026 May 11, 2026
Grandeur Peak Global Advisors, LLC History Closed out 0 0 0.49% -209,534 -100.0% Q1 2026 May 15, 2026
Insight Holdings Group, LLC History Closed out 0 0 0.23% -175,000 -100.0% Q1 2026 May 15, 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP History Closed out 0 0 0.57% -150,919 -100.0% Q1 2026 May 15, 2026
Lykos Global Management, LP History Closed out 0 0 1.86% -150,000 -100.0% Q1 2026 May 15, 2026
Knollwood Investment Advisory, LLC History Closed out 0 0 0.23% -139,279 -100.0% Q1 2026 May 14, 2026
Hudson Bay Capital Management LP History Closed out 0 0 0.01% -129,916 -100.0% Q1 2026 May 13, 2026
Blackstone Inc. History Closed out 0 0 0.01% -125,000 -100.0% Q1 2026 May 15, 2026
GILDER GAGNON HOWE & CO LLC History Closed out 0 0 0.02% -111,246 -100.0% Q1 2026 May 15, 2026
Swedbank AB History Closed out 0 0 0.0% -102,693 -100.0% Q1 2026 Apr 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -97,048 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -84,665 -100.0% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Closed out 0 0 0.0% -78,248 -100.0% Q1 2026 May 06, 2026
Kultura Capital Management LP History Closed out 0 0 0.65% -60,000 -100.0% Q1 2026 May 15, 2026
Chicago Capital, LLC History Closed out 0 0 0.02% -56,605 -100.0% Q1 2026 Apr 23, 2026
Maytus Capital Management, LLC History Closed out 0 0 0.23% -55,000 -100.0% Q1 2026 May 15, 2026
Quantbot Technologies LP History Closed out 0 0 0.03% -53,512 -100.0% Q1 2026 May 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Closed out 0 0 0.0% -40,000 -100.0% Q1 2026 May 11, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.01% -32,927 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.02% -32,512 -100.0% Q1 2026 May 14, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -28,956 -100.0% Q1 2026 May 15, 2026
Yorktown Management & Research Co Inc History Closed out 0 0 0.35% -25,050 -100.0% Q1 2026 Apr 20, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -13,283 -100.0% Q1 2026 May 13, 2026
RiverPark Advisors, LLC History Closed out 0 0 0.04% -7,088 -100.0% Q1 2026 May 14, 2026
COHEN & STEERS, INC. History Closed out 0 0 0.0% -5,000 -100.0% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Closed out 0 0 0.0% -746 -100.0% Q1 2026 May 12, 2026
MCF Advisors LLC History Closed out 0 0 0.0% -594 -100.0% Q1 2026 May 11, 2026
Quarry LP History Closed out 0 0 0.0% -380 -100.0% Q1 2026 May 15, 2026
HM PAYSON & CO History Closed out 0 0 0.0% -155 -100.0% Q1 2026 Apr 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -141 -100.0% Q1 2026 Apr 24, 2026
Bell Investment Advisors, Inc History Closed out 0 0 0.0% -112 -100.0% Q1 2026 Apr 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 107 0 +107 New Q1 2026 Apr 14, 2026
Tradewinds Capital Management, LLC History Reduced 100 0 0.0% -100 -50.0% Q1 2026 Apr 14, 2026
NBC SECURITIES, INC. History Added to 100 0 0.0% +92 1150.0% Q1 2026 Apr 14, 2026
NBT BANK N A /NY History Added to 100 0 0.0% +82 455.56% Q1 2026 Apr 28, 2026
Hamrick Investment Counsel, llc History New 35 0 +35 New Q1 2026 May 11, 2026
Strengthening Families & Communities, LLC History Closed out 0 0 -33 -100.0% Q1 2026 May 11, 2026
WFA of San Diego, LLC History New 30 0 +30 New Q1 2026 May 11, 2026
GAMMA Investing LLC History Reduced 10 0 -28 -73.68% Q1 2026 Apr 06, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 -24 -100.0% Q1 2026 Apr 24, 2026
Western Wealth Management, LLC History New 21 0 +21 New Q1 2026 May 19, 2026
Rachor Investment Advisory Services, LLC History Closed out 0 0 -20 -100.0% Q1 2026 May 07, 2026
TOMPKINS FINANCIAL CORP History No change 20 0 0 0.0% Q1 2026 Apr 09, 2026
Steward Partners Investment Advisory, LLC History No change 100 0 0.0% 0 0.0% Q1 2026 May 08, 2026
Golden State Wealth Management, LLC History No change 45 0 0 0.0% Q1 2026 Apr 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 100 0 0.0% 0 0.0% Q1 2026 May 01, 2026