AI Holders Summary · Q1 2026

228 institutions reported PDFS in Q1 2026. BlackRock, Inc. leads at 18.1% 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

BlackRock, Inc.

CIK 0002012383

$159M4.9M0.00%Q1 2026 02

WASATCH ADVISORS LP

CIK 0000814133

$98M1.4M0.64%Q2 2026 03

NEEDHAM INVESTMENT MANAGEMENT LLC

CIK 0001167212

$56M2.0M3.54%Q4 2025 04

Vanguard Portfolio Management

CIK 0002100121· Index

$46M1.4M0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$45M1.4M0.00%Q1 2026 06

Ranger Investment Management, L.P.

CIK 0001319691

$42M1.3M3.03%Q1 2026 07

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$41M1.3M0.14%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$39M1.2M0.00%Q1 2026 09

BARROW HANLEY MEWHINNEY & STRAUSS LLC

CIK 0000313028

$37M1.1M0.12%Q1 2026 10

Ophir Asset Management Pty Ltd

CIK 0001844640

$37M1.1M4.33%Q1 2026 11

SNYDER CAPITAL MANAGEMENT L P

CIK 0001050477

$35M1.1M0.67%Q1 2026 12

JANUS HENDERSON GROUP PLC

CIK 0001274173

$34M1.0M0.02%Q1 2026 13

Silverberg Bernstein Capital Management LLC

CIK 0002007880

$33M466K12.63%Q2 2026 14

Samjo Management, LLC

CIK 0001986590

$30M920K13.01%Q1 2026 15

EMERALD ADVISERS, LLC

CIK 0001015083

$28M861K0.89%Q1 2026 16

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$28M846K0.01%Q1 2026 17

LOOMIS SAYLES & CO L P

CIK 0000312348

$27M827K0.04%Q1 2026 18

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$26M802K0.00%Q1 2026 19

Divisar Capital Management LLC

CIK 0001645721

$20M623K5.20%Q1 2026 20

EMERALD MUTUAL FUND ADVISERS TRUST

CIK 0001352895

$19M595K0.94%Q1 2026

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