LFST · LifeStance Health Group, Inc. · Shareholders & Ownership

$12.56 +0.23 (+1.87%) At close · Oct 22

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.71B

382.06M

Volume · Oct 22 4.16M Avg daily vol (3M) 4.28M

Every disclosed holder of LFST in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns LFST

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	297	376,429,868	98.53%	Yes
Insiders (Forms 3, 4, 5)	19	51,506,434	13.48%	Yes
13D/G-only blocks	1	15,953,887	4.18%	Yes
Remaining	—	61,834,580	-16.18%	Negative
Registered funds (N-PORT, not summed)	282	142,942,700	37.41%	No

Shares outstanding: 382,055,609, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of LFST

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	TPG GP A, LLC Insider CIK 1903793 · Sep 11, 2026 Insider, issuer-wide, not summed	79,691,702	20.86%	-18,409,705	Sep 11, 2026	Insider, issuer-wide, not summed
1.1	TPG GP A, LLC 13F CIK 1903793 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	111,744,614	29.25%	-28,281,943	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	TPG GP A, LLC 13G CIK 1903793 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor, not summed	98,101,407	25.68%	-13,643,207	Jun 30, 2026	Rule 13d-1(d), exempt investor, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	58,252,466	15.25%	-433,014	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	6,520,537	1.71%	-687,000	Jul 31, 2026	Fidelity Securities Fund, not summed
2.2	VIP Contrafund Portfolio Fund S000007724 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund II, not summed	5,917,900	1.55%	-24,500	Jun 30, 2026	Variable Insurance Products Fund II, not summed
2.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	5,442,419	1.42%	-22,500	Jul 31, 2026	Fidelity Securities Fund, not summed
2.4	Select Health Care Portfolio Fund S000007466 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	4,979,400	1.30%	+479,400	May 31, 2026	Fidelity Select Portfolios, not summed
2.5	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	4,541,298	1.19%	-758,401	Jul 31, 2026	Fidelity Capital Trust, not summed
3	BlackRock, Inc. 13G CIK 2012383 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	38,673,303	10.12%	+6,638,839	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	36,348,507	9.51%	+18,213,556	Jun 30, 2026	carried, not yet filed for the newest quarter
3.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	13,804,992	3.61%	—	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,001,816	1.31%	+932,757	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,767,898	0.46%	+1,009,062	Jun 30, 2026	iShares Trust, not summed
3.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	1,522,519	0.40%	-91,054	May 29, 2026	BlackRock Funds, not summed
4	BLACK DARREN M. Insider CIK 1843861 · May 12, 2026 Director, issuer-wide	23,310,115	6.10%	-5,899,661	May 12, 2026	Director, issuer-wide
5	SUMMIT PARTNERS L P 13G CIK 830588 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(d), exempt investor, not summed	23,310,115	6.10%	-5,899,661	Jun 30, 2026	Rule 13d-1(d), exempt investor, not summed
5.1	SUMMIT PARTNERS L P Insider CIK 830588 · Aug 18, 2025 10% Owner, issuer-wide, not summed	33,524,715	8.77%	-8,407,643	Aug 18, 2025	10% Owner, issuer-wide, not summed
5.2	SUMMIT PARTNERS L P 13F CIK 830588 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,310,115	6.10%	-5,899,661	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Michael K. Lester 13G CIK 1864249 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	15,953,887	4.18%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
7	Silversmith Partners I GP, LLC Insider CIK 1866164 · Aug 18, 2025 Insider, issuer-wide	14,324,197	3.75%	-3,592,357	Aug 18, 2025	Insider, issuer-wide
7.1	Silversmith Partners I GP, LLC 13G CIK 1866164 · Unknown · Sep 30, 2024 Rule 13d-1(d), exempt investor, not summed	17,916,554	4.69%	—	Sep 30, 2024	Rule 13d-1(d), exempt investor, not summed
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,960,892	3.65%	+4,278,587	Jun 30, 2026	carried, not yet filed for the newest quarter
9	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,077,557	3.16%	+1,848,756	Jun 30, 2026	carried, not yet filed for the newest quarter
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,427,602	2.99%	+1,059,922	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,421,974	0.37%	+48,933	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,266,976	0.33%	+27,561	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,077,929	0.28%	+38,722	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.4	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	979,126	0.26%	-827,526	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	875,885	0.23%	+166,643	Jul 31, 2026	Dimensional ETF Trust, not summed
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,735,076	2.55%	+1,826,917	Jun 30, 2026	carried, not yet filed for the newest quarter
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,228,351	2.15%	+4,134,857	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,106,545	0.55%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	708,076	0.19%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	535,257	0.14%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.4	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	287,618	0.08%	+59,127	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	57,800	0.02%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,740,311	1.76%	+1,304,900	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,947,600	1.56%	-144,623	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,592,598	1.46%	+867,444	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,021,527	1.31%	+1,580,301	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,029	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,887,606	1.28%	+918,402	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	4,856,204	1.27%	+572,718	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
19	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,996,866	1.05%	+919,211	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,088,200	0.28%	-46,600	Jul 31, 2026	Principal Funds, Inc, not summed
19.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	202,384	0.05%	+14,396	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
19.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	168,795	0.04%	—	Jul 31, 2026	Principal Funds, Inc, not summed
19.4	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	98,800	0.03%	-2,500	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
19.5	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	16,580	0.00%	+10,708	Jul 31, 2026	Principal Funds, Inc, not summed
20	Pardo Ryan Insider CIK 1865531 · Apr 1, 2026 Director, See Remarks, issuer-wide	3,644,886	0.95%	-9,376	Apr 1, 2026	Director, See Remarks, issuer-wide
21	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,606,755	0.94%	+1,707,706	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,061,724	0.80%	+850,792	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,314,400	0.34%	-26,020	Jul 31, 2026	TIAA-CREF Funds, not summed
22.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	948,049	0.25%	+438,700	Jun 30, 2026	College Retirement Equities Fund, not summed
22.3	Nuveen Small Cap Growth Opportunities Fund Fund S000005567 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	351,422	0.09%	—	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
22.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	253,610	0.07%	+55,370	Jul 31, 2026	TIAA-CREF Funds, not summed
22.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	99,896	0.03%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
23	Burdick Kenneth A Insider CIK 1498992 · Aug 11, 2026 Director, issuer-wide	3,017,321	0.79%	-500,000	Aug 11, 2026	Director, issuer-wide
24	Integral Health Asset Management, LLC 13F CIK 1773206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,000,000	0.79%	-1,300,000	Jun 30, 2026	carried, not yet filed for the newest quarter
25	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,883,371	0.75%	+2,883,371	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,829,522	0.74%	+607,977	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,769,327	0.72%	+2,619,678	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	2,069,600	0.54%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
27.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	28,882	0.01%	+8,692	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
27.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	24,800	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,633,368	0.69%	+459,457	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,137,906	0.56%	+603,053	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	96,905	0.03%	+17,922	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	74,199	0.02%	—	Jun 30, 2026	Northern Funds, not summed
29.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,234	0.01%	-948	Jun 30, 2026	Northern Funds, not summed
29.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	20,856	0.01%	-8,558	Jul 31, 2026	FlexShares Trust, not summed
30	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,068,445	0.54%	+253,224	Jun 30, 2026	carried, not yet filed for the newest quarter
31	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,054,414	0.54%	-711,278	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,979,078	0.52%	+436,973	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,080,871	0.28%	+233,111	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	465,100	0.12%	+101,197	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	138,981	0.04%	+22,368	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	123,175	0.03%	+12,413	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,967,647	0.52%	+1,967,647	Jun 30, 2026	carried, not yet filed for the newest quarter
34	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,882,750	0.49%	+200,419	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Loomis Sayles Small/Mid Cap Growth Fund Fund S000049859 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	250,700	0.07%	+11,085	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
35	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,811,778	0.47%	-274,665	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	146,240	0.04%	+10,975	Jul 31, 2026	Goldman Sachs Trust, not summed
35.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	109,302	0.03%	+10,416	Jul 31, 2026	Goldman Sachs Trust, not summed
35.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	54,334	0.01%	+29,056	Jul 31, 2026	Goldman Sachs Trust, not summed
35.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	43,858	0.01%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
35.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	35,201	0.01%	-12,089	May 31, 2026	Goldman Sachs ETF Trust, not summed
36	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,627,266	0.43%	+1,389,339	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,589,631	0.42%	+310,987	Jun 30, 2026	carried, not yet filed for the newest quarter
38	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,562,966	0.41%	-47,500	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	1,379,915	0.36%	-20,870	Jul 31, 2026	First Eagle Funds, not summed
39	Pantaleoni Pablo Insider CIK 1864258 · Apr 1, 2025 Chief Digital Officer, issuer-wide	1,450,503	0.38%	+12,622	Apr 1, 2025	Chief Digital Officer, issuer-wide
40	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,403,932	0.37%	+881,044	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,399,353	0.37%	-594,674	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bessler Robert Insider CIK 1864881 · Jul 2, 2026 Director, issuer-wide	1,308,051	0.34%	+17,746	Jul 2, 2026	Director, issuer-wide
43	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,266,985	0.33%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,259,570	0.33%	+1,259,570	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bourdon David Insider CIK 1823690 · Sep 22, 2026 Director, Chief Executive Officer, issuer-wide	1,248,247	0.33%	0	Sep 22, 2026	Director, Chief Executive Officer, issuer-wide
46	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,246,540	0.33%	+257,567	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	13,656	0.00%	—	Jun 30, 2026	AQR Funds, not summed
47	ArrowMark Colorado Holdings LLC 13F CIK 1483859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,168,349	0.31%	+670,834	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Meridian Growth Fund Fund S000001462 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	475,735	0.12%	—	Jun 30, 2026	Meridian Fund Inc, not summed
47.2	Meridian Small Cap Growth Fund Fund S000042770 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	296,114	0.08%	+81,076	Jun 30, 2026	Meridian Fund Inc, not summed
48	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,147,200	0.30%	+1,147,200	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,114,185	0.29%	+470,822	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,085,487	0.28%	+626,742	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,927	0.00%	+399	Jul 31, 2026	BNY Mellon ETF Trust, not summed

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Key facts CIK 1845257 CUSIP 53228F101 13F (30d) 38 filings 38 filers Visit website Investor relations