Institutional Holders (2026 Q2)
26 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSBR. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Battery Management Corp. | 4.05% | 2,421,673 | $14.9M |
| 2 | NEA Management Company, LLC | 0.66% | 1,713,720 | $10.6M |
| 3 | Mink Brook Asset Management LLC | 0.30% | 111,338 | $686K |
| 4 | Tocqueville Asset Management L.P. | 0.02% | 295,658 | $1.8M |
| 5 | Essex Investment Management Co LLC | 0.01% | 18,221 | $112K |
| 6 | Mesirow Financial Investment Management, Inc. | 0.00% | 15,800 | $97K |
| 7 | Renaissance Technologies LLC | 0.00% | 139,039 | $856K |
| 8 | HighTower Advisors, LLC | 0.00% | 41,901 | $258K |
| 9 | Mercer Global Advisors Inc /Adv | 0.00% | 12,775 | $79K |
| 10 | Bank of America Corp /de/ | 0.00% | 214,058 | $1.3M |
| 11 | Morgan Stanley | 0.00% | 235,400 | $1.5M |
| 12 | Vanguard Fiduciary Trust Co | 0.00% | 33,239 | $205K |
| 13 | Vanguard Capital Management LLC | 0.00% | 301,353 | $1.9M |
| 14 | Citadel Advisors LLC | 0.00% | 18,295 | $113K |
| 15 | BlackRock, Inc. | 0.00% | 129,848 | $800K |
| 16 | Cassaday & Co Wealth Management LLC | 0.00% | 10 | — |
| 17 | SBI Securities Co., Ltd. | 0.00% | 4 | — |
| 18 | Barclays plc | 0.00% | 13 | — |
| 19 | Jpmorgan Chase & Co | 0.00% | 11 | — |
| 20 | Fmr LLC | 0.00% | 1 | — |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|