AI Holders Summary · Q4 2025

397 institutions reported FOUR in Q4 2025. DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP leads at 15.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

CIK 0001854440

$351M5.6M14.03%Q4 2025 02

BlackRock, Inc.

CIK 0002012383

$282M6.5M0.00%Q1 2026 03

Durable Capital Partners LP

CIK 0001798849

$270M6.2M2.78%Q1 2026 04

Ensign Peak Advisors, Inc

CIK 0001454984

$136M3.1M0.25%Q1 2026 05

Neuberger Berman Group LLC

CIK 0001465109

$110M2.5M0.08%Q1 2026 06

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$106M2.4M0.01%Q1 2026 07

WASATCH ADVISORS LP

CIK 0000814133

$106M2.2M0.69%Q2 2026 08

MARSHALL WACE, LLP

CIK 0001318757

$104M1.7M0.09%Q4 2025 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$100M2.3M0.00%Q1 2026 10

UBS Group AG

CIK 0001610520

$94M2.2M0.01%Q1 2026 11

STATE STREET CORP

CIK 0000093751

$90M2.1M0.00%Q1 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$89M2.0M0.00%Q1 2026 13

Clearbridge Investments, LLC

CIK 0001348883

$80M1.8M0.07%Q1 2026 14

JANUS HENDERSON GROUP PLC

CIK 0001274173

$79M1.8M0.04%Q1 2026 15

Spyglass Capital Management LLC

CIK 0001654344

$77M1.8M5.42%Q1 2026 16

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$62M1.4M0.00%Q1 2026 17

JENNISON ASSOCIATES LLC

CIK 0000053417

$58M925K0.04%Q4 2025 18

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$52M1.2M0.18%Q1 2026 19

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$50M1.1M0.01%Q1 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$40M630K0.01%Q4 2025

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