PRM · Perimeter Solutions, Inc. · Shareholders & Ownership

$27.24 +0.17 (+0.63%) At close · Oct 21

Russell 2000 member Rebalance outlook locked

Market Cap

$4.43B

163.69M

Volume · Oct 21 1.03M Avg daily vol (3M) 1.36M

Every disclosed holder of PRM 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 PRM

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)	308	140,240,587	85.68%	Yes
Insiders (Forms 3, 4, 5)	11	34,624,515	21.15%	Yes
13D/G-only blocks	2	12,660,093	7.73%	Yes
Remaining	—	23,838,272	-14.56%	Negative
Registered funds (N-PORT, not summed)	280	57,404,337	35.07%	No

Shares outstanding: 163,686,923, 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 PRM

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	WindAcre Partnership Master Fund, LP Insider CIK 1893715 · Jun 27, 2025 10% Owner, issuer-wide	21,854,600	13.35%	+254,600	Jun 27, 2025	10% Owner, issuer-wide
2	WINDACRE PARTNERSHIP LLC 13F CIK 1599383 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,148,621	9.87%	-5,705,979	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	WINDACRE PARTNERSHIP LLC Insider CIK 1599383 · Jun 30, 2026 10% Owner, issuer-wide, not summed	16,148,621	9.87%	—	Jun 30, 2026	10% Owner, issuer-wide, not summed
2.2	WINDACRE PARTNERSHIP LLC 13G CIK 1599383 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	16,148,621	9.87%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,007,326	8.56%	+1,494,167	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	PRINCIPAL GLOBAL INVESTORS, LLC 13G CIK 769734 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,375,024	8.17%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,389,985	5.74%	+1,271,333	Jul 31, 2026	Principal Funds, Inc, not summed
3.3	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	658,000	0.40%	-29,000	Jul 31, 2026	Principal Funds, Inc, not summed
3.4	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	190,183	0.12%	+30,073	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
3.5	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	147,375	0.09%	+15,982	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,170,113	7.44%	+1,340,733	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,904,609	2.39%	+502,145	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,404,291	0.86%	—	Jun 30, 2026	iShares Trust, not summed
4.3	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	280,465	0.17%	+52,271	Jun 30, 2026	Quantitative Master Series LLC, not summed
4.4	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	276,057	0.17%	+23,756	Jul 31, 2026	iShares Trust, not summed
4.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	201,799	0.12%	+18,782	Jun 30, 2026	iShares Trust, not summed
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,602,473	5.87%	+563,363	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	2,206,398	1.35%	-272,123	Jul 31, 2026	Fidelity Puritan Trust, not summed
5.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,662,511	1.02%	+286,347	Jul 31, 2026	Fidelity Salem Street Trust, not summed
5.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	834,305	0.51%	+121,100	May 31, 2026	Fidelity Rutland Square Trust II, not summed
5.4	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	776,340	0.47%	+174,200	Jul 31, 2026	Fidelity Securities Fund, not summed
5.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	721,703	0.44%	-10,548	May 31, 2026	Fidelity Concord Street Trust, not summed
6	Thorndike William N Jr Insider CIK 1437827 · Mar 11, 2026 Director, issuer-wide	8,535,656	5.21%	-325,000	Mar 11, 2026	Director, issuer-wide
6.1	William N. Thorndike, Jr. 13D CIK 1437827 · Unknown · Mar 3, 2026 not summed	9,309,341	5.69%	—	Mar 3, 2026	not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,587,147	4.02%	+411,660	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Matrix Capital Management Company, LP 13G CIK 1410830 · Registered investment adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	6,554,000	4.00%	—	Dec 31, 2024	Rule 13d-1(b), qualified institution
9	Meritage Group LP 13G CIK 1427119 · Registered investment adviser · Nov 22, 2024 Rule 13d-1(c), passive investor	6,106,093	3.73%	—	Nov 22, 2024	Rule 13d-1(c), passive investor
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,662,386	2.85%	+205,590	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,315,745	2.64%	-447,720	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	491,449	0.30%	+34,762	Jul 31, 2026	Dimensional ETF Trust, not summed
11.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	450,081	0.28%	+29,455	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.3	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	360,932	0.22%	-368,270	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	293,309	0.18%	-16,171	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	290,096	0.18%	-35,476	Jul 31, 2026	Dimensional ETF Trust, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,230,528	2.58%	+433,923	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,125,974	2.52%	+118,438	Jun 30, 2026	carried, not yet filed for the newest quarter
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,611,344	2.21%	+367,276	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	51,400	0.03%	+3,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	3,737	0.00%	+414	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
14.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	833	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15	DF DENT & CO INC 13F CIK 934999 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,322,708	2.03%	-609,663	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	DF DENT SMALL CAP GROWTH FUND Fund S000037552 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	303,190	0.19%	-100,759	Jun 30, 2026	FORUM FUNDS, not summed
15.2	DF DENT PREMIER GROWTH FUND Fund S000004568 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	121,226	0.07%	-66,810	Jun 30, 2026	FORUM FUNDS, not summed
15.3	DF DENT MIDCAP GROWTH FUND Fund S000033130 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	41,528	0.03%	—	Jun 30, 2026	FORUM FUNDS, not summed
16	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,138,584	1.92%	+331,950	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BALANCE CAPITAL PARTNERS L.P. 13F CIK 2109256 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,735,521	1.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,445,056	1.49%	+1,393,432	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	399,853	0.24%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
18.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	75,734	0.05%	-25,542	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.3	Invesco Dorsey Wright Basic Materials Momentum ETF Fund S000013127 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	62,817	0.04%	-3,629	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.4	Invesco V.I. Small Cap Equity Fund Fund S000000188 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	61,265	0.04%	+805	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
18.5	Invesco Global Small Cap Equity Fund Fund S000000212 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	46,905	0.03%	-528	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
19	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,403,457	1.47%	-204,832	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Janus Henderson Venture Fund Fund S000010488 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,223,554	1.36%	+76,796	Jun 30, 2026	Janus Investment Fund, not summed
21	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,052,289	1.25%	+1,892,983	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	1,183,600	0.72%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
21.2	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	603,179	0.37%	+55,894	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
21.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	22,943	0.01%	+6,002	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
21.4	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	19,823	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
22	Khouri Haitham Insider CIK 1892618 · May 22, 2026 Director, Chief Executive Officer, issuer-wide	1,874,615	1.15%	-229,535	May 22, 2026	Director, Chief Executive Officer, issuer-wide
23	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,829,951	1.12%	+1,632,862	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	924,975	0.57%	—	Jun 30, 2026	Putnam Funds Trust, not summed
23.2	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	31,888	0.02%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
23.3	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	21,824	0.01%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
23.4	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	14,080	0.01%	—	Jun 30, 2026	Putnam Variable Trust, not summed
23.5	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	3,427	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
24	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,815,703	1.11%	+1,802,552	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	835,250	0.51%	—	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
25	Senator Investment Group LP 13F CIK 1443689 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,795,000	1.10%	-575,000	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,777,235	1.09%	+209,957	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,742,451	1.06%	-134,325	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	290	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
28	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,705,999	1.04%	+258,538	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,593,233	0.97%	-144,862	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,539,968	0.94%	+962,113	Jun 30, 2026	carried, not yet filed for the newest quarter
31	EQUITABLE TRUST CO 13F CIK 33250 · Unknown · Sep 30, 2026	1,508,866	0.92%	-74,837	Sep 30, 2026
32	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,496,851	0.91%	-137,949	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	1,098,010	0.67%	-100,270	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,487,785	0.91%	+79,653	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	76,907	0.05%	+12,409	Jun 30, 2026	Northern Funds, not summed
33.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,323	0.01%	-380	Jun 30, 2026	Northern Funds, not summed
33.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,478	0.00%	+318	Jul 31, 2026	FlexShares Trust, not summed
34	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,327,763	0.81%	+1,327,763	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	210,111	0.13%	—	Jun 30, 2026	Driehaus Mutual Funds, not summed
35	Focus Partners Wealth 13F CIK 1542153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,320,613	0.81%	+249,386	Jun 30, 2026	carried, not yet filed for the newest quarter
36	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,316,589	0.80%	+167,184	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	675,317	0.41%	-7,761	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	369,455	0.23%	+64,157	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	95,130	0.06%	+11,978	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	80,724	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,238,374	0.76%	-388,350	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Corient Private Wealth LLC 13F CIK 1948780 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,183,896	0.72%	-717,082	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,100,108	0.67%	+188,217	Jun 30, 2026	carried, not yet filed for the newest quarter
40	East Coast Asset Management, LLC. 13F CIK 1579254 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,090,264	0.67%	-267,319	Jun 30, 2026	carried, not yet filed for the newest quarter
41	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,039,513	0.64%	+25,311	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,026,767	0.63%	+16,761	Jun 30, 2026	Janus Investment Fund, not summed
43	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	921,477	0.56%	+81,820	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	219,131	0.13%	+32,977	Jun 30, 2026	Carillon Series Trust, not summed
44	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	888,668	0.54%	-176,257	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	427,413	0.26%	-30,856	Jul 31, 2026	Old Westbury Funds Inc, not summed
44.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	24,196	0.01%	-8,834	Jul 31, 2026	Old Westbury Funds Inc, not summed
45	CREDIT AGRICOLE S A 13F CIK 1191672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	720,448	0.44%	+590,806	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	715,144	0.44%	+25,372	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	Pennant Investors, LP 13F CIK 1759176 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	689,000	0.42%	-249,250	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Raj Vivek Insider CIK 1708641 · Mar 3, 2026 Director, issuer-wide	677,560	0.41%	+555,859	Mar 3, 2026	Director, issuer-wide
49	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	658,988	0.40%	+108,712	Jun 30, 2026	carried, not yet filed for the newest quarter
50	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	622,402	0.38%	-453,240	Jun 30, 2026	JPMorgan Trust I, not summed

54 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1880319 CUSIP 71385M107 13F (30d) 34 filings 34 filers Visit website Investor relations