AI Holders Summary · Q2 2026

201 institutions reported SFIX in Q2 2026. DISCIPLINED GROWTH INVESTORS INC /MN leads at 22.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

DISCIPLINED GROWTH INVESTORS INC /MN

CIK 0001050442

$78M18.9M1.32%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$50M12.1M0.00%Q2 2026 03

Working Capital Advisors (UK) Ltd.

CIK 0001807878

$34M8.2M57.87%Q2 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$25M6.0M0.03%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$20M5.0M0.00%Q2 2026 06

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$20M4.8M0.01%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$14M3.5M0.00%Q2 2026 08

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$13M3.2M0.01%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$13M3.1M0.00%Q2 2026 10

Vanguard Portfolio Management

CIK 0002100121· Index

$13M3.0M0.00%Q2 2026 11

Archon Capital Management LLC

CIK 0001398825

$12M3.0M5.02%Q2 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$10M2.5M0.00%Q2 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$8M2.0M0.00%Q2 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$8M1.9M0.00%Q2 2026 15

JACOBS LEVY EQUITY MANAGEMENT, INC

CIK 0000884414

$7M2.2M0.03%Q1 2026 16

Bank of New York Mellon Corp

CIK 0001390777

$6M1.6M0.00%Q2 2026 17

Hodges Capital Management Inc.

CIK 0001337263

$6M1.4M0.38%Q2 2026 18

Nuveen, LLC

CIK 0001871926

$5M1.3M0.00%Q2 2026 19

Focus Partners Wealth

CIK 0001542153

$5M1.2M0.01%Q2 2026 20

Qube Research & Technologies Ltd

CIK 0001729829

$5M1.2M0.00%Q2 2026

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