SYNA · SYNAPTICS Inc · Shareholders & Ownership

$117.26 +0.22 (+0.19%) At close · Oct 23

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.59B

39.11M

Volume · Oct 23 762.34K Avg daily vol (3M) 894.36K

Every disclosed holder of SYNA 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 SYNA

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)	370	41,523,426	106.18%	Yes
Insiders (Forms 3, 4, 5)	15	1,208,692	3.09%	Yes
13D/G-only blocks	1	1,373,759	3.51%	Yes
Remaining	—	4,998,891	-12.78%	Negative
Registered funds (N-PORT, not summed)	351	23,627,028	60.42%	No

Shares outstanding: 39,106,986, 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 SYNA

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	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,481,694	19.13%	-66,005	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Columbia Seligman Technology and Information Fund Fund S000031370 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	4,575,900	11.70%	+14,000	May 31, 2026	Columbia Funds Series Trust II, not summed
1.2	Columbia Seligman Global Technology Fund Fund S000031372 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	673,525	1.72%	0	Jul 31, 2026	Columbia Funds Series Trust II, not summed
1.3	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	100,991	0.26%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
1.4	Columbia Variable Portfolio - Seligman Global Technology Fund Fund S000031384 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	75,636	0.19%	0	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
1.5	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	27,663	0.07%	-1,088	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,983,061	12.74%	+87,480	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,322,825	3.38%	+40,491	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	998,888	2.55%	+45,316	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	334,043	0.85%	+29,331	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	193,592	0.50%	-4,100	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	71,745	0.18%	+8,544	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,617,281	6.69%	-46,383	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,114,506	5.41%	+28,673	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Semiconductor ETF Fund S000010020 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	568,997	1.46%	-19,499	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	195,579	0.50%	+6,199	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	68,902	0.18%	-276	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	59,217	0.15%	-210	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	13,364	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,829,931	4.68%	+303,818	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,211,640	5.66%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	Select Semiconductors Portfolio Fund S000007458 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	1,366,828	3.50%	0	May 31, 2026	Fidelity Select Portfolios, not summed
5.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	425,331	1.09%	+40,911	Jul 31, 2026	Fidelity Salem Street Trust, not summed
5.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	198,638	0.51%	-7,926	May 31, 2026	Fidelity Concord Street Trust, not summed
5.5	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	163,800	0.42%	—	Jul 31, 2026	Fidelity Concord Street Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,679,684	4.30%	-1,824	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Orbis Allan Gray Ltd 13F CIK 1663865 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,422,657	3.64%	-236,358	Jun 30, 2026	carried, not yet filed for the newest quarter
8	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Dec 29, 2023 Rule 13d-1(b), qualified institution	1,373,759	3.51%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
9	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,239,622	3.17%	-346,622	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	156,300	0.40%	-1,300	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
9.2	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	64,614	0.17%	-68,096	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
9.3	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	27,149	0.07%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
9.4	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	13,640	0.03%	-1,709	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,167,683	2.99%	-14,380	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,076,383	2.75%	+43,171	Jun 30, 2026	carried, not yet filed for the newest quarter
12	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,878	2.75%	+136,696	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	92,558	0.24%	-280,591	Jul 31, 2026	John Hancock Investment Trust, not summed
12.2	Small Cap Dynamic Growth Fund Fund S000003363 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	36,699	0.09%	—	May 31, 2026	John Hancock Funds II, not summed
13	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	969,056	2.48%	+3,349	May 31, 2026	VANGUARD WORLD FUND, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	923,473	2.36%	-35,623	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	171,987	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	129,858	0.33%	+1,124	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	126,803	0.32%	+711	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	99,933	0.26%	-904	Jul 31, 2026	Dimensional ETF Trust, not summed
14.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	87,021	0.22%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	842,044	2.15%	-7,129	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	742,597	1.90%	-361,378	Jun 30, 2026	carried, not yet filed for the newest quarter
17	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	565,274	1.45%	+565,274	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	551,193	1.41%	+551,193	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	479,124	1.23%	+359,081	Jul 31, 2026	Franklin Value Investors Trust, not summed
18.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	99,309	0.25%	—	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
18.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	26,090	0.07%	+19,578	Jul 31, 2026	Franklin Value Investors Trust, not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	533,252	1.36%	-6,970	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	495,770	1.27%	-26,662	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,118	0.06%	+647	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,674	0.05%	+1,709	Jun 30, 2026	Northern Funds, not summed
20.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,323	0.01%	-123	Jun 30, 2026	Northern Funds, not summed
20.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,180	0.01%	+104	Jul 31, 2026	FlexShares Trust, not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	486,385	1.24%	-37,503	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	186,312	0.48%	-3,242	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	118,031	0.30%	-17,228	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	94,651	0.24%	+9,371	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	28,858	0.07%	-2,540	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	23,552	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	456,000	1.17%	+7,600	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	227,300	0.58%	-5,500	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
22.2	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	86,500	0.22%	-2,500	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
23	HURLSTON MICHAEL E. Insider CIK 1573338 · Nov 17, 2024 Director, issuer-wide	449,509	1.15%	-3,827	Nov 17, 2024	Director, issuer-wide
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	442,960	1.13%	+10,624	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	Trigran Investments, Inc. 13F CIK 1336800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,893	1.01%	-260,818	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	381,499	0.98%	+36,535	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	370,582	0.95%	+203,728	Jun 30, 2026	carried, not yet filed for the newest quarter
28	FPA Queens Road Small Cap Value Fund Fund S000080694 · Registered fund · May 31, 2026 Investment Managers Series Trust III, not summed	332,713	0.85%	0	May 31, 2026	Investment Managers Series Trust III, not summed
29	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	330,092	0.84%	-428,231	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	63,601	0.16%	-79,899	Jun 30, 2026	Victory Portfolios, not summed
29.2	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	17,200	0.04%	-26,581	Jun 30, 2026	Victory Portfolios, not summed
29.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	10,418	0.03%	-12,644	Jul 31, 2026	Victory Portfolios III, not summed
29.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,348	0.01%	+39	Jul 31, 2026	Victory Portfolios III, not summed
30	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	307,449	0.79%	-11,190	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	29	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
31	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,552	0.76%	-31,364	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	282,048	0.72%	-566,320	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,474	0.00%	+3	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	274,772	0.70%	-12,541	Jun 30, 2026	carried, not yet filed for the newest quarter
34	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	274,334	0.70%	-46,842	Jun 30, 2026	carried, not yet filed for the newest quarter
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	263,912	0.67%	-98,781	Jun 30, 2026	carried, not yet filed for the newest quarter
36	TORONTO DOMINION BANK 13F CIK 947263 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	258,064	0.66%	+47,200	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	257,984	0.66%	+257,984	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	257,567	0.66%	+6,772	Jun 30, 2026	carried, not yet filed for the newest quarter
39	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	249,247	0.64%	-272,812	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	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	170,780	0.44%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
39.2	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	111,363	0.28%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
39.3	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	59,989	0.15%	—	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
39.4	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	50,907	0.13%	-12,414	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
39.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,082	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40	Bragg Financial Advisors, Inc 13F CIK 1327055 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	239,514	0.61%	-119,759	Jun 30, 2026	carried, not yet filed for the newest quarter
41	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	226,677	0.58%	+226,677	Jun 30, 2026	carried, not yet filed for the newest quarter
42	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	205,414	0.53%	-142,111	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	116,907	0.30%	-88,802	Jun 30, 2026	IVY FUNDS, not summed
42.2	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	36,597	0.09%	-10,279	Jun 30, 2026	Optimum Fund Trust, not summed
42.3	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	22,957	0.06%	-15,105	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
43	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	201,434	0.52%	-132,168	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	30,976	0.08%	-21,638	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
44	LMR Partners LLP 13F CIK 1578621 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,000	0.51%	+200,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	199,778	0.51%	+7,096	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
46	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	188,807	0.48%	-58,251	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	122,094	0.31%	-50,594	Jun 30, 2026	PIMCO Equity Series, not summed
46.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	379	0.00%	+18	Jun 30, 2026	PIMCO Equity Series, not summed
47	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	177,551	0.45%	-31,308	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	102,766	0.26%	-23,704	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
48	Patel Rahul G. Insider CIK 1785783 · Oct 20, 2026 Director, See remarks below, issuer-wide	177,236	0.45%	-4,302	Oct 20, 2026	Director, See remarks below, issuer-wide
49	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	175,691	0.45%	-49,865	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	51,385	0.13%	—	May 31, 2026	Goldman Sachs Trust, not summed
49.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,257	0.02%	+1,817	May 31, 2026	Goldman Sachs ETF Trust, not summed
49.3	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,481	0.00%	-314	May 31, 2026	Goldman Sachs ETF Trust, not summed
49.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	221	0.00%	+202	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
50	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	173,668	0.44%	+173,668	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	117,947	0.30%	—	May 31, 2026	MFS SERIES TRUST XIII, not summed
50.2	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	2,049	0.01%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
50.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	273	0.00%	—	Jul 31, 2026	MFS Series Trust XV, not summed

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

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Key facts CIK 817720 CUSIP 87157D109 13F (30d) 51 filings 51 filers Visit website Investor relations