How many institutions own INST stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own INST shares is 167, representing 98.13% of the company's common stock.

Who are the major shareholders selling Instructure Holdings, Inc. stock?

DIMENSIONAL FUND ADVISORS LP, in the last quarter, reduced its stake in INST by -100% restricting it's holding to 0 shares of worth nearly -. WELLS FARGO & COMPANY/MN also lessened -100% of the INST shares from its portfolio, reducing its holding to 0 shares of worth -. BANK OF AMERICA CORP /DE/ also shunned INST shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying INST stock?

As per its latest 13F filing, RONALD BLUE TRUST, INC. increased its stake in INST by 156.62% in the last quarter. The institutional holder raised its holding to 775 shares having worth more than $18.25K. RENAISSANCE GROUP LLC also added 22.75% more shares of INST to its portfolio, raising its holding to 97.4 thousand shares of worth $2.08M. WALLEYE CAPITAL LLC also increased its INST shares holding by 424.8% which brought its holding to 87.78 thousand shares worth $1.88M.

INST's major insiders: who are they?

The insider with the most stakes in INST is Coates Joshua L. , director at the company. Additionally, INST stock is highly held by Chief Executive Officer DALY STEPHEN M. and Chief Legal Officer Kaminer Matthew among others.

Did an insider recently sell INST stock?

Company executives, directors, and other insiders own 2.04% percent of Instructure Holdings, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which INST insiders have sold stock, totaling 0 shares. Insiders that have sold shares include KAMINER MATTHEW, BENSON MICHAEL LEE JR., and AKOPIANTZ ERIK.

Which insider recently purchased INST stock?

There have been 0 transaction(s) during the past 6-months in which Instructure Holdings, Inc. insiders have bought stock, totalling 0 shares

How much of INST does insiders own?

Around 0 Instructure Holdings, Inc. shares are held by insiders, which represents about 2.04% of INST stock.

Who is the insider with the largest stake?

INST director, Coates Joshua L. holds the largest portfolio of the company's shares. INST shares owned by Coates total nearly 2.39 million.

Which institution holds the most shares in INST?

DIMENSIONAL FUND ADVISORS LP is the largest institutional owner in INST which holds 0 shares worth - or 0% of the total INST shares outstanding followed by WELLS FARGO & COMPANY/MN with ownership of 0 shares representing 0% of the INST ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Instructure Holdings, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the INST is concerned, it is a stock which is optionable.

Is there a short position on INST's shares?

Number of INST shares short is 1.75M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding INST shares are there?

As of today, 146.47M shares of INST are outstanding.

Is there many float in INST stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, INST has 21.14M shares in float.

INST short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for INST is 6.01.

Instructure (INST) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableYes

Short Percent Of Outstanding Shares1.2

Short Percent Of Float7.87

Shares Outstanding146.47M

Shares Float21.14M

Shares Short1.75M

Short Ratio6.01

7.87%

Short % of Float

1.2%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

2.04% Percentage of Shares held by All Insiders

98.13% Percentage of Shares held by All Institutions

100.17% Percentage of Float held by Institutions

167

Number of Institutions Holding Shares

Institutional Ownership

About 98.13% of INST shares are held by financial institutions. DIMENSIONAL FUND ADVISORS LP is the top corporate investor, holding 0 shares valued at -. A 0% stake in Instructure Holdings, Inc. is owned by the company. WELLS FARGO & COMPANY/MN owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2024	DIMENSIONAL FUND ADVISORS LP	0%	0	-	-153.55K	-100.00%
Dec 31, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-8.8K	-100.00%
Dec 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-775.83K	-100.00%
Dec 31, 2024	BANK OF MONTREAL /CAN/	0%	0	-	-312.77K	-100.00%
Dec 31, 2024	LEGAL & GENERAL GROUP PLC	0%	0	-	-3.46K	-100.00%
Dec 31, 2024	FIL LTD	0%	0	-	-2.49M	-100.00%
Dec 31, 2024	FMR LLC	0%	0	-	-4.83K	-100.00%
Dec 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0%	0	-	-45.37K	-100.00%
Dec 31, 2024	MCMORGAN & CO LLC	0%	0	-	-142.28K	-100.00%
Dec 31, 2024	ROYAL BANK OF CANADA	0%	0	-	-2.22K	-100.00%
Dec 31, 2024	NISA INVESTMENT ADVISORS, LLC	0%	0	-	-449	-100.00%
Dec 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	0	-	-8.98K	-100.00%
Dec 31, 2024	MILLENNIUM MANAGEMENT LLC	0%	0	-	-80.92K	-100.00%
Dec 31, 2024	D. E. SHAW & CO., INC.	0%	0	-	-80.73K	-100.00%
Dec 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-33.5K	-100.00%
Dec 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-467.44K	-100.00%
Dec 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-95.9K	-100.00%
Dec 31, 2024	BARCLAYS PLC	0%	0	-	-31.11K	-100.00%
Dec 31, 2024	VANGUARD GROUP INC	0%	0	-	-2.03M	-100.00%
Dec 31, 2024	NORTHERN TRUST CORP	0%	0	-	-253.83K	-100.00%
Dec 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0%	0	-	-360.2K	-100.00%
Dec 31, 2024	MORGAN STANLEY	0%	0	-	-152.74K	-100.00%
Dec 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-166.85K	-100.00%
Dec 31, 2024	CITIGROUP INC	0%	0	-	-66K	-100.00%
Dec 31, 2024	RONALD BLUE TRUST, INC.	0%	775	18.25K	473	+156.62%
Dec 31, 2024	AMALGAMATED BANK	0%	0	-	-607	-100.00%
Dec 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-249.78K	-100.00%
Dec 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	0	-	-1.94K	-100.00%
Dec 31, 2024	WATER ISLAND CAPITAL LLC	0%	0	-	-848.23K	-100.00%
Dec 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0%	0	-	-296.56K	-100.00%
Dec 31, 2024	RHUMBLINE ADVISERS	0%	0	-	-31K	-100.00%
Dec 31, 2024	ALLIANCEBERNSTEIN L.P.	0%	0	-	-30.09K	-100.00%
Dec 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0%	0	-	-54	-100.00%
Dec 31, 2024	GABELLI FUNDS LLC	0%	0	-	-351.85K	-100.00%
Dec 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	0	-	-1.6K	-100.00%
Dec 31, 2024	ROTHSCHILD INVESTMENT LLC	0%	0	-	-30	-100.00%
Dec 31, 2024	GLAZER CAPITAL, LLC	0%	0	-	-2.53M	-100.00%
Dec 31, 2024	BESSEMER GROUP INC	0%	0	-	-45	-100.00%
Dec 31, 2024	OMERS ADMINISTRATION CORP	0%	0	-	-80.6K	-100.00%
Dec 31, 2024	DEUTSCHE BANK AG\	0%	0	-	-13.88K	-100.00%
Dec 31, 2024	TUDOR INVESTMENT CORP ET AL	0%	0	-	-105K	-100.00%
Dec 31, 2024	COMERICA BANK	0%	0	-	-7.73K	-100.00%
Dec 31, 2024	AXA S.A.	0%	0	-	-148.45K	-100.00%
Dec 31, 2024	GOLDMAN SACHS GROUP INC	0%	0	-	-99.42K	-100.00%
Dec 31, 2024	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-285	-100.00%
Dec 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0%	0	-	-8.47K	-100.00%
Dec 31, 2024	GAMCO INVESTORS, INC. ET AL	0%	0	-	-9K	-100.00%
Dec 31, 2024	STIFEL FINANCIAL CORP	0%	0	-	-11.67K	-100.00%
Dec 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-391	-100.00%
Dec 31, 2024	STATE STREET CORP	0%	0	-	-579.09K	-100.00%
Mar 31, 2024	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.07%	98.16K	2.1M	-200.96K	-67.18%
Mar 31, 2024	RENAISSANCE GROUP LLC	0.07%	97.4K	2.08M	18.05K	+22.75%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.06%	87.78K	1.88M	71.06K	+424.80%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.06%	79.16K	1.69M	-788	-0.99%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.05%	78.59K	1.68M	-4.79K	-5.74%
Mar 31, 2024	MARINER, LLC	0.05%	77.17K	1.65M	-11.64K	-13.10%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.05%	68.17K	1.46M	68.17K	+100.00%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.05%	67.09K	1.43M	67.09K	+100.00%
Mar 31, 2024	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	60.02K	1.28M	44.35K	+283.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.04%	58.92K	1.26M	-3.9K	-6.21%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.04%	58.28K	1.25M	24.73K	+73.70%
Mar 31, 2024	ROYAL BANK OF CANADA	0.04%	58.03K	1.24M	-6.15K	-9.58%
Mar 31, 2024	NEBULA RESEARCH & DEVELOPMENT LLC	0.03%	49.84K	1.07M	37.41K	+300.96%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.03%	47.71K	1.02M	15.56K	+48.41%
Mar 31, 2024	LEAD EDGE CAPITAL MANAGEMENT, LLC	1.56%	2.24M	47.92M	73.1K	+3.37%
Mar 31, 2024	VANGUARD GROUP INC	1.49%	2.15M	45.98M	21.11K	+0.99%
Mar 31, 2024	BLACKROCK INC.	0.91%	1.3M	27.9M	-167.06K	-11.35%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.47%	673.84K	14.41M	420.55K	+166.04%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	59.47K	1.27M	-184	-0.31%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.46%	659.12K	14.09M	109.94K	+20.02%
Mar 31, 2024	CITADEL ADVISORS LLC	0.45%	648.61K	13.87M	450.6K	+227.56%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.04%	63.74K	1.36M	8.74K	+15.89%
Mar 31, 2024	THOMA BRAVO, L.P.	84.79%	122.07M	2.61B	0	0
Mar 31, 2024	QUANTBOT TECHNOLOGIES LP	0.03%	36.59K	782.23K	27.65K	+309.53%
Mar 31, 2024	EISLER CAPITAL (US) LLC	0.02%	33.78K	722.24K	33.78K	+100.00%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.02%	30.67K	655.77K	2.3K	+8.12%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.02%	29.38K	628K	29.38K	+100.00%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.02%	26K	555.88K	-8.4K	-24.42%
Mar 31, 2024	RHUMBLINE ADVISERS	0.02%	25.6K	547.23K	-740	-2.81%
Mar 31, 2024	TT INTERNATIONAL ASSET MANAGEMENT LTD	0.01%	20.88K	446K	6.59K	+46.06%
Mar 31, 2024	UBS GROUP AG	0.01%	19.81K	423.6K	8.56K	+76.05%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.01%	19.74K	422.04K	-1.76M	-98.89%
Mar 31, 2024	VONTOBEL HOLDING LTD.	0.01%	17.3K	369.87K	17.3K	+100.00%
Mar 31, 2024	TANAGER WEALTH MANAGEMENT LLP	0.01%	17.14K	366.41K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.01%	16.43K	351.22K	-868	-5.02%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.01%	15.93K	340.65K	15.93K	+100.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.01%	15.45K	330K	6.11K	+65.45%
Mar 31, 2024	AIGEN INVESTMENT MANAGEMENT, LP	0.01%	13.33K	285K	13.33K	+100.00%
Mar 31, 2024	PEARL RIVER CAPITAL, LLC	0.01%	13.31K	284.63K	13.31K	+100.00%
Mar 31, 2024	ENTROPY TECHNOLOGIES, LP	0.01%	13.09K	279.86K	13.09K	+100.00%
Mar 31, 2024	RENAISSANCE CAPITAL LLC	0.01%	12.72K	271.95K	370	+3.00%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.01%	10.53K	225.09K	1.05K	+11.10%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.01%	10.45K	223.4K	0	0
Mar 31, 2024	MONTEREY PRIVATE WEALTH, INC.	0.01%	9.91K	211.96K	1.11K	+12.57%
Mar 31, 2024	MACQUARIE GROUP LTD	1.8%	2.59M	55.28M	-265.15K	-9.30%
Mar 31, 2024	FIL LTD	0.42%	600K	12.83M	200K	+50.00%
Mar 31, 2024	STATE STREET CORP	0.38%	551.73K	11.8M	65.22K	+13.40%
Mar 31, 2024	CRESCENT PARK MANAGEMENT, L.P.	0.37%	535.98K	11.46M	108.25K	+25.31%
Mar 31, 2024	SUMMIT CREEK ADVISORS LLC	0.3%	428.37K	9.16M	2.65K	+0.62%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.28%	400.86K	8.57M	5.89K	+1.49%
Mar 31, 2024	AMUNDI	0.21%	300.58K	5.78M	-59.06K	-16.42%
Mar 31, 2024	EDGESTREAM PARTNERS, L.P.	0.19%	276.2K	5.91M	276.2K	+100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.19%	267.5K	5.72M	79.9K	+42.59%
Mar 31, 2024	MORGAN STANLEY	0.16%	237.14K	5.07M	107.7K	+83.20%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.16%	227.39K	4.86M	107.77K	+90.09%
Mar 31, 2024	AXA S.A.	0.16%	224.75K	4.81M	-58.1K	-20.54%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.15%	222.46K	4.76M	98.85K	+79.97%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	207.1K	4.43M	-27.3K	-11.65%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.14%	201.15K	4.3M	-11.64K	-5.47%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.14%	199.21K	4.26M	104.02K	+109.28%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.14%	194.31K	4.15M	145.4K	+297.34%
Mar 31, 2024	NORTHERN TRUST CORP	0.13%	182K	3.89M	-139	-0.08%
Mar 31, 2024	MCMORGAN & CO LLC	0.12%	168.18K	3.6M	21.3K	+14.50%
Mar 31, 2024	JOHN G ULLMAN & ASSOCIATES INC	0.11%	158.48K	3.39M	70.01K	+79.14%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.1%	148.07K	3.17M	1.72K	+1.17%
Mar 31, 2024	MARSHALL WACE, LLP	0.1%	137.44K	2.94M	137.44K	+100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	113.59K	2.43M	82.68K	+267.58%
Mar 31, 2024	PCJ INVESTMENT COUNSEL LTD.	0.08%	112.18K	2.4M	112.18K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.07%	105.34K	2.25M	-12.65K	-10.72%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.07%	102.87K	2.2M	102.87K	+100.00%
Mar 31, 2024	FORMULA GROWTH LTD	0.07%	100K	2.14M	100K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.27%	394.97K	10.67M	23.4K	+6.30%
Dec 31, 2023	FIL LTD	0.28%	400K	10.8M	343.25K	+604.83%
Dec 31, 2023	SUMMIT CREEK ADVISORS LLC	0.3%	425.72K	11.5M	-128.69K	-23.21%
Dec 31, 2023	CRESCENT PARK MANAGEMENT, L.P.	0.3%	427.73K	11.55M	-100.72K	-19.06%
Dec 31, 2023	STATE STREET CORP	0.34%	486.51K	13.14M	50.16K	+11.50%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.38%	549.18K	14.83M	-48.83K	-8.17%
Dec 31, 2023	MAVERICK CAPITAL LTD	0.47%	676.97K	18.28M	-454.4K	-40.16%
Dec 31, 2023	BLACKROCK INC.	1.02%	1.47M	39.76M	169.24K	+12.99%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.23%	1.78M	47.97M	-106.85K	-5.68%
Dec 31, 2023	VANGUARD GROUP INC	1.48%	2.13M	57.52M	1.74M	+445.18%
Dec 31, 2023	LEAD EDGE CAPITAL MANAGEMENT, LLC	1.5%	2.17M	58.57M	0	0
Dec 31, 2023	MACQUARIE GROUP LTD	1.98%	2.85M	76.99M	-33.17K	-1.15%
Dec 31, 2023	THOMA BRAVO, L.P.	84.64%	122.07M	3.3B	0	0
Dec 31, 2023	D. E. SHAW & CO., INC.	0.02%	33.55K	906.19K	-1.53K	-4.35%
Dec 31, 2023	VAN HULZEN ASSET MANAGEMENT, LLC	0.02%	34.99K	945K	1.15K	+3.38%
Dec 31, 2023	LPL FINANCIAL LLC	0.02%	35.19K	950.51K	-29.27K	-45.41%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.03%	37.9K	1.02M	14.95K	+65.12%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.03%	45.1K	1.22M	-29.1K	-39.22%
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.03%	48.9K	1.32M	20.69K	+73.34%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.04%	55.01K	1.49M	10	+0.02%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.04%	59.55K	1.61M	-21.65K	-26.67%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.04%	59.65K	1.61M	4.26K	+7.70%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.04%	62.82K	1.7M	-13.12K	-17.28%
Dec 31, 2023	ROYAL BANK OF CANADA	0.04%	64.18K	1.73M	8.26K	+14.78%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0.02%	34.4K	929.14K	34.4K	+100.00%
Dec 31, 2023	RENAISSANCE GROUP LLC	0.06%	79.34K	2.15M	4.61K	+6.17%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.06%	79.95K	2.16M	-69.64K	-46.55%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.06%	83.37K	2.25M	2.11K	+2.59%
Dec 31, 2023	JOHN G ULLMAN & ASSOCIATES INC	0.06%	88.46K	2.39M	75.61K	+588.38%
Dec 31, 2023	MARINER, LLC	0.06%	88.81K	2.4M	80.35K	+949.75%
Dec 31, 2023	JANE STREET GROUP, LLC	0.06%	92.14K	2.49M	92.14K	+100.00%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.07%	95.19K	2.57M	36.63K	+62.55%
Dec 31, 2023	NORGES BANK	0.07%	101.99K	2.75M	101.99K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.08%	117.99K	3.19M	37.43K	+46.46%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.08%	119.63K	3.23M	-283.7K	-70.34%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.09%	123.61K	3.34M	75.29K	+155.81%
Dec 31, 2023	SYCOMORE ASSET MANAGEMENT	0.09%	126.04K	3.53M	-46.48K	-26.94%
Dec 31, 2023	MORGAN STANLEY	0.09%	129.44K	3.5M	50.7K	+64.39%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.1%	146.36K	3.95M	1.75K	+1.21%
Dec 31, 2023	MCMORGAN & CO LLC	0.1%	146.88K	3.97M	-859	-0.58%
Dec 31, 2023	NORTHERN TRUST CORP	0.13%	182.14K	4.92M	-2.32K	-1.26%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.13%	187.6K	5.07M	1.9K	+1.02%
Dec 31, 2023	CITADEL ADVISORS LLC	0.14%	198.02K	5.35M	55.35K	+38.80%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.15%	212.8K	5.75M	-86.07K	-28.80%
Dec 31, 2023	CREDIT SUISSE AG/	0.16%	234.4K	6.33M	-38.26K	-14.03%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.18%	253.29K	6.84M	83.51K	+49.19%
Dec 31, 2023	AXA S.A.	0.2%	282.85K	7.64M	77.85K	+37.98%
Dec 31, 2023	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.21%	299.12K	8.08M	148.09K	+98.06%
Dec 31, 2023	AMUNDI	0.25%	359.63K	9.01M	27.67K	+8.33%

Insiders

Among the INST insiders holding of 2.04% of the stake in company, COATES JOSHUA L., director, holds the largest shares of 2.39M. DALY STEPHEN M., Chief Executive Officer, is the second largest INST insider with ownership of 1.97M shares. KAMINER MATTHEW, Chief Legal Officer, stands third with possession of 379.57K shares of that stake.

Insiders	Designation	Shares Held
COATES JOSHUA L.	director	2.39M
DALY STEPHEN M.	Chief Executive Officer	1.97M
KAMINER MATTHEW	Chief Legal Officer	379.57K
BENSON MICHAEL LEE JR.	Chief Strategy Officer	207.6K
BOWEN DALE E.	Chief Financial Officer	187.57K
KAMINSKY STEVEN B.	Chief Financial Officer	177.52K
LOBLE MELISSA J.	See Remarks	156.98K
GOODMAN JOHN CHARLES	director	118.55K
MAYLETT FRANK DANIEL	Chief Revenue Officer	61.84K
AKOPIANTZ ERIK	director	42.5K
MACFARLANE MITCH	Chief Operating Officer	35.27K
WATERHOUSE LLOYD G		31.77K
CONROY WILLIAM M	director	22.91K
LEVY ELLEN	director	14.72K
THOMPSON KEVIN B	director	9.26K
GOLDSMITH DANIEL TUCKER	Chief Executive Officer	7.38K
DEBELLIS MARTA	Chief Marketing Officer	0
COLLINS STEVEN A	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 14, 2023	KAMINER MATTHEW	SALE	27.96	3.25K	90.87K	379.57K
Dec 06, 2023	BENSON MICHAEL LEE JR.	SALE	26.11	20K	522.2K	207.6K
Nov 16, 2023	AKOPIANTZ ERIK	SALE	25.36	5.75K	145.77K	42.5K
Nov 13, 2023	GOODMAN JOHN CHARLES	SALE	24.57	14.89K	365.85K	118.55K
Nov 10, 2023	GOODMAN JOHN CHARLES	SALE	24.54	17.21K	422.28K	133.44K
Nov 07, 2023	GOODMAN JOHN CHARLES	SALE	24.69	20K	493.8K	150.65K
Nov 06, 2023	GOODMAN JOHN CHARLES	SALE	24.53	9.53K	233.77K	170.65K
Jun 05, 2023	AKOPIANTZ ERIK	SALE	24.33	5K	121.65K	50.16K
Jun 01, 2023	AKOPIANTZ ERIK	SALE	24.59	10K	245.9K	55.16K
May 23, 2023	GOODMAN JOHN CHARLES	SALE	24.10	10K	241K	180.18K
May 19, 2023	GOODMAN JOHN CHARLES	SALE	24.20	10.76K	260.32K	190.18K
May 18, 2023	GOODMAN JOHN CHARLES	SALE	24.10	10.33K	248.9K	200.94K
May 17, 2023	GOODMAN JOHN CHARLES	SALE	24.07	10K	240.7K	211.27K
May 12, 2023	DALY STEPHEN M.	SALE	23.58	13.41K	316.3K	1.97M
May 11, 2023	DALY STEPHEN M.	SALE	23.92	14.22K	340.12K	1.99M
May 10, 2023	DALY STEPHEN M.	SALE	24.37	22.37K	545.08K	2M
May 05, 2023	BENSON MICHAEL LEE JR.	SALE	25.23	10K	252.3K	252.82K
Apr 12, 2023	DALY STEPHEN M.	SALE	25.50	3.34K	85.14K	2.02M
Apr 11, 2023	DALY STEPHEN M.	SALE	25.76	24.11K	621.1K	2.03M
Apr 10, 2023	DALY STEPHEN M.	SALE	25.58	22.55K	576.83K	2.05M
Mar 13, 2023	DALY STEPHEN M.	SALE	23.68	3.49K	82.62K	2.07M
Mar 10, 2023	DALY STEPHEN M.	SALE	23.49	46.51K	1.09M	2.08M
Dec 08, 2022	LOBLE MELISSA J.	SALE	23.73	8.4K	199.31K	156.98K
Nov 18, 2022	KAMINER MATTHEW	SALE	23.44	4K	93.77K	349.85K
Nov 04, 2022	LOBLE MELISSA J.	SALE	23.50	2.31K	54.26K	169.24K
Sep 07, 2022	LOBLE MELISSA J.	SALE	23.00	958	22.03K	171.55K
Aug 30, 2022	BENSON MICHAEL LEE JR.	SALE	22.81	56.58K	1.29M	206.82K
May 24, 2022	WATERHOUSE LLOYD G	PURCHASE	16.50	12.12K	200.01K	31.77K
Mar 16, 2022	LOBLE MELISSA J.	SALE	20.55	1.47K	30.17K	177.51K
Dec 02, 2021	LOBLE MELISSA J.	SALE	21.65	1.89K	40.92K	148.69K
Jul 21, 2021	BOWEN DALE E.	PURCHASE	20.00	26.25K	525K	187.57K
Jul 21, 2021	KAMINER MATTHEW	PURCHASE	20.00	11K	220K	163.89K
Jul 21, 2021	DALY STEPHEN M.	PURCHASE	20.00	10.37K	207.46K	844.94K
Jul 21, 2021	BENSON MICHAEL LEE JR.	PURCHASE	20.00	5.26K	105.26K	61.84K
Jul 21, 2021	MAYLETT FRANK DANIEL	PURCHASE	20.00	5.26K	105.26K	61.84K
Mar 05, 2020	DEBELLIS MARTA	SALE	48.80	12.19K	594.82K	0
Dec 03, 2019	DEBELLIS MARTA	SALE	53.18	591	31.43K	712
Nov 13, 2019	COATES JOSHUA L.	SALE	51.12	12.94K	661.54K	2.39M
Nov 13, 2019	KAMINER MATTHEW	SALE	51.05	20K	1.02M	41.9K
Nov 11, 2019	COATES JOSHUA L.	SALE	47.49	15.31K	726.98K	2.44M
Nov 08, 2019	COATES JOSHUA L.	SALE	47.57	92.39K	4.4M	2.47M
Nov 07, 2019	COATES JOSHUA L.	SALE	47.48	18.77K	890.99K	2.56M
Nov 07, 2019	KAMINER MATTHEW	SALE	47.50	5K	237.5K	41.9K
Nov 05, 2019	KAMINER MATTHEW	SALE	46.49	2K	92.99K	41.9K
Nov 04, 2019	COATES JOSHUA L.	SALE	47.47	10.76K	510.73K	2.58M
Nov 01, 2019	COATES JOSHUA L.	SALE	47.47	11.7K	555.42K	2.6M
Oct 31, 2019	DEBELLIS MARTA	SALE	45.00	236	10.62K	515
Oct 31, 2019	KAMINER MATTHEW	SALE	46.50	5K	232.5K	41.9K
Oct 31, 2019	COATES JOSHUA L.	SALE	46.53	15.65K	728.01K	2.61M
Oct 30, 2019	COATES JOSHUA L.	SALE	44.97	569	25.59K	2.65M
Oct 29, 2019	COATES JOSHUA L.	SALE	44.97	1.24K	55.85K	2.65M
Oct 24, 2019	DEBELLIS MARTA	SALE	44.00	382	16.81K	751
Oct 15, 2019	KAMINSKY STEVEN B.	SALE	41.90	4.29K	179.94K	177.52K
Oct 15, 2019	DEBELLIS MARTA	SALE	42.00	515	21.63K	1.13K
Oct 10, 2019	DEBELLIS MARTA	SALE	42.00	412	17.3K	1.65K
Sep 03, 2019	COATES JOSHUA L.	SALE	41.06	5K	205.32K	55.25K
Aug 15, 2019	COATES JOSHUA L.	SALE	41.17	518	21.32K	60.25K
Aug 05, 2019	KAMINER MATTHEW	SALE	39.05	2K	78.09K	34.08K
Aug 01, 2019	COATES JOSHUA L.	SALE	39.76	5K	198.79K	70.25K
Jul 22, 2019	KAMINSKY STEVEN B.	SALE	41.50	5.63K	233.73K	167.25K
Jul 15, 2019	COATES JOSHUA L.	SALE	42.93	10K	429.25K	75.25K
Jul 10, 2019	COATES JOSHUA L.	SALE	45.00	6.95K	312.71K	2.65M
Jul 09, 2019	COATES JOSHUA L.	SALE	44.97	3.05K	137.2K	2.66M
Jul 01, 2019	COATES JOSHUA L.	SALE	42.64	5K	213.19K	85.25K
Jun 24, 2019	COATES JOSHUA L.	SALE	41.41	200	8.28K	90.25K
Jun 24, 2019	KAMINER MATTHEW	SALE	40.73	2K	81.45K	34.08K
Jun 03, 2019	COATES JOSHUA L.	SALE	40.99	1.6K	65.58K	100.25K
May 07, 2019	GOLDSMITH DANIEL TUCKER	PURCHASE	41.85	2.5K	104.63K	7.38K
May 02, 2019	LEVY ELLEN	SALE	42.23	3.56K	150.26K	14.72K
May 01, 2019	COATES JOSHUA L.	SALE	43.00	5K	214.99K	105.25K
Apr 16, 2019	KAMINER MATTHEW	SALE	48.00	5K	240K	27.02K
Apr 15, 2019	KAMINSKY STEVEN B.	SALE	47.60	1.49K	70.73K	155.07K
Apr 12, 2019	KAMINSKY STEVEN B.	SALE	47.51	1.4K	66.56K	155.07K
Apr 05, 2019	THOMPSON KEVIN B	SALE	45.42	4.79K	217.77K	9.26K
Apr 05, 2019	KAMINER MATTHEW	SALE	45.79	15K	686.83K	27.02K
Apr 04, 2019	KAMINSKY STEVEN B.	SALE	45.08	4.83K	217.86K	155.07K
Apr 03, 2019	COATES JOSHUA L.	SALE	46.92	5K	234.59K	110.25K
Apr 03, 2019	KAMINSKY STEVEN B.	SALE	47.51	6.85K	325.62K	159.9K
Apr 01, 2019	KAMINSKY STEVEN B.	SALE	47.65	1.4K	66.72K	159.9K
Jul 16, 2018	KAMINSKY STEVEN B.	SALE	45.16	20K	903.16K	149.69K
Jul 02, 2018	KAMINER MATTHEW	SALE	42.14	7K	294.96K	20.96K
Jun 15, 2018	KAMINER MATTHEW	SALE	45.00	2K	90K	20.96K
May 31, 2018	CONROY WILLIAM M	SALE	42.97	16.83K	723.12K	22.91K
May 23, 2018	COLLINS STEVEN A	SALE	41.51	9.55K	396.49K	0
May 21, 2018	CONROY WILLIAM M	SALE	43.00	173	7.44K	33.02K
May 10, 2018	MACFARLANE MITCH	SALE	43.22	6K	259.32K	35.27K
Apr 20, 2018	MACFARLANE MITCH	SALE	41.50	5K	207.5K	47.27K
Apr 02, 2018	KAMINER MATTHEW	SALE	40.54	5K	202.72K	18.71K
Apr 02, 2018	KAMINSKY STEVEN B.	SALE	40.72	15K	610.74K	146.3K
Mar 08, 2018	CONROY WILLIAM M	SALE	45.88	5.5K	252.36K	33.2K
Feb 26, 2018	COLLINS STEVEN A	SALE	44.20	2.1K	92.82K	0

Frequently Asked Questions

Stock Outstanding Shares

ShortableNo

OptionableYes

Short Percent Of Outstanding Shares1.2

Short Percent Of Float7.87

Shares Outstanding146.47M

Shares Float21.14M

Shares Short1.75M

Short Ratio6.01

7.87%

Short % of Float

1.2%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

2.04% Percentage of Shares held by All Insiders

98.13% Percentage of Shares held by All Institutions

100.17% Percentage of Float held by Institutions

167

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2024	DIMENSIONAL FUND ADVISORS LP	0%	0	-	-153.55K	-100.00%
Dec 31, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-8.8K	-100.00%
Dec 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-775.83K	-100.00%
Dec 31, 2024	BANK OF MONTREAL /CAN/	0%	0	-	-312.77K	-100.00%
Dec 31, 2024	LEGAL & GENERAL GROUP PLC	0%	0	-	-3.46K	-100.00%
Dec 31, 2024	FIL LTD	0%	0	-	-2.49M	-100.00%
Dec 31, 2024	FMR LLC	0%	0	-	-4.83K	-100.00%
Dec 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0%	0	-	-45.37K	-100.00%
Dec 31, 2024	MCMORGAN & CO LLC	0%	0	-	-142.28K	-100.00%
Dec 31, 2024	ROYAL BANK OF CANADA	0%	0	-	-2.22K	-100.00%
Dec 31, 2024	NISA INVESTMENT ADVISORS, LLC	0%	0	-	-449	-100.00%
Dec 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	0	-	-8.98K	-100.00%
Dec 31, 2024	MILLENNIUM MANAGEMENT LLC	0%	0	-	-80.92K	-100.00%
Dec 31, 2024	D. E. SHAW & CO., INC.	0%	0	-	-80.73K	-100.00%
Dec 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-33.5K	-100.00%
Dec 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-467.44K	-100.00%
Dec 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-95.9K	-100.00%
Dec 31, 2024	BARCLAYS PLC	0%	0	-	-31.11K	-100.00%
Dec 31, 2024	VANGUARD GROUP INC	0%	0	-	-2.03M	-100.00%
Dec 31, 2024	NORTHERN TRUST CORP	0%	0	-	-253.83K	-100.00%
Dec 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0%	0	-	-360.2K	-100.00%
Dec 31, 2024	MORGAN STANLEY	0%	0	-	-152.74K	-100.00%
Dec 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-166.85K	-100.00%
Dec 31, 2024	CITIGROUP INC	0%	0	-	-66K	-100.00%
Dec 31, 2024	RONALD BLUE TRUST, INC.	0%	775	18.25K	473	+156.62%
Dec 31, 2024	AMALGAMATED BANK	0%	0	-	-607	-100.00%
Dec 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-249.78K	-100.00%
Dec 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	0	-	-1.94K	-100.00%
Dec 31, 2024	WATER ISLAND CAPITAL LLC	0%	0	-	-848.23K	-100.00%
Dec 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0%	0	-	-296.56K	-100.00%
Dec 31, 2024	RHUMBLINE ADVISERS	0%	0	-	-31K	-100.00%
Dec 31, 2024	ALLIANCEBERNSTEIN L.P.	0%	0	-	-30.09K	-100.00%
Dec 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0%	0	-	-54	-100.00%
Dec 31, 2024	GABELLI FUNDS LLC	0%	0	-	-351.85K	-100.00%
Dec 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	0	-	-1.6K	-100.00%
Dec 31, 2024	ROTHSCHILD INVESTMENT LLC	0%	0	-	-30	-100.00%
Dec 31, 2024	GLAZER CAPITAL, LLC	0%	0	-	-2.53M	-100.00%
Dec 31, 2024	BESSEMER GROUP INC	0%	0	-	-45	-100.00%
Dec 31, 2024	OMERS ADMINISTRATION CORP	0%	0	-	-80.6K	-100.00%
Dec 31, 2024	DEUTSCHE BANK AG\	0%	0	-	-13.88K	-100.00%
Dec 31, 2024	TUDOR INVESTMENT CORP ET AL	0%	0	-	-105K	-100.00%
Dec 31, 2024	COMERICA BANK	0%	0	-	-7.73K	-100.00%
Dec 31, 2024	AXA S.A.	0%	0	-	-148.45K	-100.00%
Dec 31, 2024	GOLDMAN SACHS GROUP INC	0%	0	-	-99.42K	-100.00%
Dec 31, 2024	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-285	-100.00%
Dec 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0%	0	-	-8.47K	-100.00%
Dec 31, 2024	GAMCO INVESTORS, INC. ET AL	0%	0	-	-9K	-100.00%
Dec 31, 2024	STIFEL FINANCIAL CORP	0%	0	-	-11.67K	-100.00%
Dec 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-391	-100.00%
Dec 31, 2024	STATE STREET CORP	0%	0	-	-579.09K	-100.00%
Mar 31, 2024	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.07%	98.16K	2.1M	-200.96K	-67.18%
Mar 31, 2024	RENAISSANCE GROUP LLC	0.07%	97.4K	2.08M	18.05K	+22.75%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.06%	87.78K	1.88M	71.06K	+424.80%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.06%	79.16K	1.69M	-788	-0.99%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.05%	78.59K	1.68M	-4.79K	-5.74%
Mar 31, 2024	MARINER, LLC	0.05%	77.17K	1.65M	-11.64K	-13.10%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.05%	68.17K	1.46M	68.17K	+100.00%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.05%	67.09K	1.43M	67.09K	+100.00%
Mar 31, 2024	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	60.02K	1.28M	44.35K	+283.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.04%	58.92K	1.26M	-3.9K	-6.21%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.04%	58.28K	1.25M	24.73K	+73.70%
Mar 31, 2024	ROYAL BANK OF CANADA	0.04%	58.03K	1.24M	-6.15K	-9.58%
Mar 31, 2024	NEBULA RESEARCH & DEVELOPMENT LLC	0.03%	49.84K	1.07M	37.41K	+300.96%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.03%	47.71K	1.02M	15.56K	+48.41%
Mar 31, 2024	LEAD EDGE CAPITAL MANAGEMENT, LLC	1.56%	2.24M	47.92M	73.1K	+3.37%
Mar 31, 2024	VANGUARD GROUP INC	1.49%	2.15M	45.98M	21.11K	+0.99%
Mar 31, 2024	BLACKROCK INC.	0.91%	1.3M	27.9M	-167.06K	-11.35%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.47%	673.84K	14.41M	420.55K	+166.04%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	59.47K	1.27M	-184	-0.31%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.46%	659.12K	14.09M	109.94K	+20.02%
Mar 31, 2024	CITADEL ADVISORS LLC	0.45%	648.61K	13.87M	450.6K	+227.56%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.04%	63.74K	1.36M	8.74K	+15.89%
Mar 31, 2024	THOMA BRAVO, L.P.	84.79%	122.07M	2.61B	0	0
Mar 31, 2024	QUANTBOT TECHNOLOGIES LP	0.03%	36.59K	782.23K	27.65K	+309.53%
Mar 31, 2024	EISLER CAPITAL (US) LLC	0.02%	33.78K	722.24K	33.78K	+100.00%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.02%	30.67K	655.77K	2.3K	+8.12%
Mar 31, 2024	GSA CAPITAL PARTNERS LLP	0.02%	29.38K	628K	29.38K	+100.00%
Mar 31, 2024	PEAK6 INVESTMENTS LLC	0.02%	26K	555.88K	-8.4K	-24.42%
Mar 31, 2024	RHUMBLINE ADVISERS	0.02%	25.6K	547.23K	-740	-2.81%
Mar 31, 2024	TT INTERNATIONAL ASSET MANAGEMENT LTD	0.01%	20.88K	446K	6.59K	+46.06%
Mar 31, 2024	UBS GROUP AG	0.01%	19.81K	423.6K	8.56K	+76.05%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.01%	19.74K	422.04K	-1.76M	-98.89%
Mar 31, 2024	VONTOBEL HOLDING LTD.	0.01%	17.3K	369.87K	17.3K	+100.00%
Mar 31, 2024	TANAGER WEALTH MANAGEMENT LLP	0.01%	17.14K	366.41K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.01%	16.43K	351.22K	-868	-5.02%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.01%	15.93K	340.65K	15.93K	+100.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.01%	15.45K	330K	6.11K	+65.45%
Mar 31, 2024	AIGEN INVESTMENT MANAGEMENT, LP	0.01%	13.33K	285K	13.33K	+100.00%
Mar 31, 2024	PEARL RIVER CAPITAL, LLC	0.01%	13.31K	284.63K	13.31K	+100.00%
Mar 31, 2024	ENTROPY TECHNOLOGIES, LP	0.01%	13.09K	279.86K	13.09K	+100.00%
Mar 31, 2024	RENAISSANCE CAPITAL LLC	0.01%	12.72K	271.95K	370	+3.00%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.01%	10.53K	225.09K	1.05K	+11.10%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.01%	10.45K	223.4K	0	0
Mar 31, 2024	MONTEREY PRIVATE WEALTH, INC.	0.01%	9.91K	211.96K	1.11K	+12.57%
Mar 31, 2024	MACQUARIE GROUP LTD	1.8%	2.59M	55.28M	-265.15K	-9.30%
Mar 31, 2024	FIL LTD	0.42%	600K	12.83M	200K	+50.00%
Mar 31, 2024	STATE STREET CORP	0.38%	551.73K	11.8M	65.22K	+13.40%
Mar 31, 2024	CRESCENT PARK MANAGEMENT, L.P.	0.37%	535.98K	11.46M	108.25K	+25.31%
Mar 31, 2024	SUMMIT CREEK ADVISORS LLC	0.3%	428.37K	9.16M	2.65K	+0.62%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.28%	400.86K	8.57M	5.89K	+1.49%
Mar 31, 2024	AMUNDI	0.21%	300.58K	5.78M	-59.06K	-16.42%
Mar 31, 2024	EDGESTREAM PARTNERS, L.P.	0.19%	276.2K	5.91M	276.2K	+100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.19%	267.5K	5.72M	79.9K	+42.59%
Mar 31, 2024	MORGAN STANLEY	0.16%	237.14K	5.07M	107.7K	+83.20%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.16%	227.39K	4.86M	107.77K	+90.09%
Mar 31, 2024	AXA S.A.	0.16%	224.75K	4.81M	-58.1K	-20.54%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.15%	222.46K	4.76M	98.85K	+79.97%
Mar 31, 2024	CREDIT SUISSE AG/	0.14%	207.1K	4.43M	-27.3K	-11.65%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.14%	201.15K	4.3M	-11.64K	-5.47%
Mar 31, 2024	SQUAREPOINT OPS LLC	0.14%	199.21K	4.26M	104.02K	+109.28%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.14%	194.31K	4.15M	145.4K	+297.34%
Mar 31, 2024	NORTHERN TRUST CORP	0.13%	182K	3.89M	-139	-0.08%
Mar 31, 2024	MCMORGAN & CO LLC	0.12%	168.18K	3.6M	21.3K	+14.50%
Mar 31, 2024	JOHN G ULLMAN & ASSOCIATES INC	0.11%	158.48K	3.39M	70.01K	+79.14%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.1%	148.07K	3.17M	1.72K	+1.17%
Mar 31, 2024	MARSHALL WACE, LLP	0.1%	137.44K	2.94M	137.44K	+100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	113.59K	2.43M	82.68K	+267.58%
Mar 31, 2024	PCJ INVESTMENT COUNSEL LTD.	0.08%	112.18K	2.4M	112.18K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0.07%	105.34K	2.25M	-12.65K	-10.72%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.07%	102.87K	2.2M	102.87K	+100.00%
Mar 31, 2024	FORMULA GROWTH LTD	0.07%	100K	2.14M	100K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.27%	394.97K	10.67M	23.4K	+6.30%
Dec 31, 2023	FIL LTD	0.28%	400K	10.8M	343.25K	+604.83%
Dec 31, 2023	SUMMIT CREEK ADVISORS LLC	0.3%	425.72K	11.5M	-128.69K	-23.21%
Dec 31, 2023	CRESCENT PARK MANAGEMENT, L.P.	0.3%	427.73K	11.55M	-100.72K	-19.06%
Dec 31, 2023	STATE STREET CORP	0.34%	486.51K	13.14M	50.16K	+11.50%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.38%	549.18K	14.83M	-48.83K	-8.17%
Dec 31, 2023	MAVERICK CAPITAL LTD	0.47%	676.97K	18.28M	-454.4K	-40.16%
Dec 31, 2023	BLACKROCK INC.	1.02%	1.47M	39.76M	169.24K	+12.99%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	1.23%	1.78M	47.97M	-106.85K	-5.68%
Dec 31, 2023	VANGUARD GROUP INC	1.48%	2.13M	57.52M	1.74M	+445.18%
Dec 31, 2023	LEAD EDGE CAPITAL MANAGEMENT, LLC	1.5%	2.17M	58.57M	0	0
Dec 31, 2023	MACQUARIE GROUP LTD	1.98%	2.85M	76.99M	-33.17K	-1.15%
Dec 31, 2023	THOMA BRAVO, L.P.	84.64%	122.07M	3.3B	0	0
Dec 31, 2023	D. E. SHAW & CO., INC.	0.02%	33.55K	906.19K	-1.53K	-4.35%
Dec 31, 2023	VAN HULZEN ASSET MANAGEMENT, LLC	0.02%	34.99K	945K	1.15K	+3.38%
Dec 31, 2023	LPL FINANCIAL LLC	0.02%	35.19K	950.51K	-29.27K	-45.41%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.03%	37.9K	1.02M	14.95K	+65.12%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.03%	45.1K	1.22M	-29.1K	-39.22%
Dec 31, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.03%	48.9K	1.32M	20.69K	+73.34%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.04%	55.01K	1.49M	10	+0.02%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.04%	59.55K	1.61M	-21.65K	-26.67%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.04%	59.65K	1.61M	4.26K	+7.70%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.04%	62.82K	1.7M	-13.12K	-17.28%
Dec 31, 2023	ROYAL BANK OF CANADA	0.04%	64.18K	1.73M	8.26K	+14.78%
Dec 31, 2023	PEAK6 INVESTMENTS LLC	0.02%	34.4K	929.14K	34.4K	+100.00%
Dec 31, 2023	RENAISSANCE GROUP LLC	0.06%	79.34K	2.15M	4.61K	+6.17%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.06%	79.95K	2.16M	-69.64K	-46.55%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.06%	83.37K	2.25M	2.11K	+2.59%
Dec 31, 2023	JOHN G ULLMAN & ASSOCIATES INC	0.06%	88.46K	2.39M	75.61K	+588.38%
Dec 31, 2023	MARINER, LLC	0.06%	88.81K	2.4M	80.35K	+949.75%
Dec 31, 2023	JANE STREET GROUP, LLC	0.06%	92.14K	2.49M	92.14K	+100.00%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.07%	95.19K	2.57M	36.63K	+62.55%
Dec 31, 2023	NORGES BANK	0.07%	101.99K	2.75M	101.99K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0.08%	117.99K	3.19M	37.43K	+46.46%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.08%	119.63K	3.23M	-283.7K	-70.34%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.09%	123.61K	3.34M	75.29K	+155.81%
Dec 31, 2023	SYCOMORE ASSET MANAGEMENT	0.09%	126.04K	3.53M	-46.48K	-26.94%
Dec 31, 2023	MORGAN STANLEY	0.09%	129.44K	3.5M	50.7K	+64.39%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.1%	146.36K	3.95M	1.75K	+1.21%
Dec 31, 2023	MCMORGAN & CO LLC	0.1%	146.88K	3.97M	-859	-0.58%
Dec 31, 2023	NORTHERN TRUST CORP	0.13%	182.14K	4.92M	-2.32K	-1.26%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.13%	187.6K	5.07M	1.9K	+1.02%
Dec 31, 2023	CITADEL ADVISORS LLC	0.14%	198.02K	5.35M	55.35K	+38.80%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.15%	212.8K	5.75M	-86.07K	-28.80%
Dec 31, 2023	CREDIT SUISSE AG/	0.16%	234.4K	6.33M	-38.26K	-14.03%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.18%	253.29K	6.84M	83.51K	+49.19%
Dec 31, 2023	AXA S.A.	0.2%	282.85K	7.64M	77.85K	+37.98%
Dec 31, 2023	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.21%	299.12K	8.08M	148.09K	+98.06%
Dec 31, 2023	AMUNDI	0.25%	359.63K	9.01M	27.67K	+8.33%

Insiders

Insiders	Designation	Shares Held
COATES JOSHUA L.	director	2.39M
DALY STEPHEN M.	Chief Executive Officer	1.97M
KAMINER MATTHEW	Chief Legal Officer	379.57K
BENSON MICHAEL LEE JR.	Chief Strategy Officer	207.6K
BOWEN DALE E.	Chief Financial Officer	187.57K
KAMINSKY STEVEN B.	Chief Financial Officer	177.52K
LOBLE MELISSA J.	See Remarks	156.98K
GOODMAN JOHN CHARLES	director	118.55K
MAYLETT FRANK DANIEL	Chief Revenue Officer	61.84K
AKOPIANTZ ERIK	director	42.5K
MACFARLANE MITCH	Chief Operating Officer	35.27K
WATERHOUSE LLOYD G		31.77K
CONROY WILLIAM M	director	22.91K
LEVY ELLEN	director	14.72K
THOMPSON KEVIN B	director	9.26K
GOLDSMITH DANIEL TUCKER	Chief Executive Officer	7.38K
DEBELLIS MARTA	Chief Marketing Officer	0
COLLINS STEVEN A	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 14, 2023	KAMINER MATTHEW	SALE	27.96	3.25K	90.87K	379.57K
Dec 06, 2023	BENSON MICHAEL LEE JR.	SALE	26.11	20K	522.2K	207.6K
Nov 16, 2023	AKOPIANTZ ERIK	SALE	25.36	5.75K	145.77K	42.5K
Nov 13, 2023	GOODMAN JOHN CHARLES	SALE	24.57	14.89K	365.85K	118.55K
Nov 10, 2023	GOODMAN JOHN CHARLES	SALE	24.54	17.21K	422.28K	133.44K
Nov 07, 2023	GOODMAN JOHN CHARLES	SALE	24.69	20K	493.8K	150.65K
Nov 06, 2023	GOODMAN JOHN CHARLES	SALE	24.53	9.53K	233.77K	170.65K
Jun 05, 2023	AKOPIANTZ ERIK	SALE	24.33	5K	121.65K	50.16K
Jun 01, 2023	AKOPIANTZ ERIK	SALE	24.59	10K	245.9K	55.16K
May 23, 2023	GOODMAN JOHN CHARLES	SALE	24.10	10K	241K	180.18K
May 19, 2023	GOODMAN JOHN CHARLES	SALE	24.20	10.76K	260.32K	190.18K
May 18, 2023	GOODMAN JOHN CHARLES	SALE	24.10	10.33K	248.9K	200.94K
May 17, 2023	GOODMAN JOHN CHARLES	SALE	24.07	10K	240.7K	211.27K
May 12, 2023	DALY STEPHEN M.	SALE	23.58	13.41K	316.3K	1.97M
May 11, 2023	DALY STEPHEN M.	SALE	23.92	14.22K	340.12K	1.99M
May 10, 2023	DALY STEPHEN M.	SALE	24.37	22.37K	545.08K	2M
May 05, 2023	BENSON MICHAEL LEE JR.	SALE	25.23	10K	252.3K	252.82K
Apr 12, 2023	DALY STEPHEN M.	SALE	25.50	3.34K	85.14K	2.02M
Apr 11, 2023	DALY STEPHEN M.	SALE	25.76	24.11K	621.1K	2.03M
Apr 10, 2023	DALY STEPHEN M.	SALE	25.58	22.55K	576.83K	2.05M
Mar 13, 2023	DALY STEPHEN M.	SALE	23.68	3.49K	82.62K	2.07M
Mar 10, 2023	DALY STEPHEN M.	SALE	23.49	46.51K	1.09M	2.08M
Dec 08, 2022	LOBLE MELISSA J.	SALE	23.73	8.4K	199.31K	156.98K
Nov 18, 2022	KAMINER MATTHEW	SALE	23.44	4K	93.77K	349.85K
Nov 04, 2022	LOBLE MELISSA J.	SALE	23.50	2.31K	54.26K	169.24K
Sep 07, 2022	LOBLE MELISSA J.	SALE	23.00	958	22.03K	171.55K
Aug 30, 2022	BENSON MICHAEL LEE JR.	SALE	22.81	56.58K	1.29M	206.82K
May 24, 2022	WATERHOUSE LLOYD G	PURCHASE	16.50	12.12K	200.01K	31.77K
Mar 16, 2022	LOBLE MELISSA J.	SALE	20.55	1.47K	30.17K	177.51K
Dec 02, 2021	LOBLE MELISSA J.	SALE	21.65	1.89K	40.92K	148.69K
Jul 21, 2021	BOWEN DALE E.	PURCHASE	20.00	26.25K	525K	187.57K
Jul 21, 2021	KAMINER MATTHEW	PURCHASE	20.00	11K	220K	163.89K
Jul 21, 2021	DALY STEPHEN M.	PURCHASE	20.00	10.37K	207.46K	844.94K
Jul 21, 2021	BENSON MICHAEL LEE JR.	PURCHASE	20.00	5.26K	105.26K	61.84K
Jul 21, 2021	MAYLETT FRANK DANIEL	PURCHASE	20.00	5.26K	105.26K	61.84K
Mar 05, 2020	DEBELLIS MARTA	SALE	48.80	12.19K	594.82K	0
Dec 03, 2019	DEBELLIS MARTA	SALE	53.18	591	31.43K	712
Nov 13, 2019	COATES JOSHUA L.	SALE	51.12	12.94K	661.54K	2.39M
Nov 13, 2019	KAMINER MATTHEW	SALE	51.05	20K	1.02M	41.9K
Nov 11, 2019	COATES JOSHUA L.	SALE	47.49	15.31K	726.98K	2.44M
Nov 08, 2019	COATES JOSHUA L.	SALE	47.57	92.39K	4.4M	2.47M
Nov 07, 2019	COATES JOSHUA L.	SALE	47.48	18.77K	890.99K	2.56M
Nov 07, 2019	KAMINER MATTHEW	SALE	47.50	5K	237.5K	41.9K
Nov 05, 2019	KAMINER MATTHEW	SALE	46.49	2K	92.99K	41.9K
Nov 04, 2019	COATES JOSHUA L.	SALE	47.47	10.76K	510.73K	2.58M
Nov 01, 2019	COATES JOSHUA L.	SALE	47.47	11.7K	555.42K	2.6M
Oct 31, 2019	DEBELLIS MARTA	SALE	45.00	236	10.62K	515
Oct 31, 2019	KAMINER MATTHEW	SALE	46.50	5K	232.5K	41.9K
Oct 31, 2019	COATES JOSHUA L.	SALE	46.53	15.65K	728.01K	2.61M
Oct 30, 2019	COATES JOSHUA L.	SALE	44.97	569	25.59K	2.65M
Oct 29, 2019	COATES JOSHUA L.	SALE	44.97	1.24K	55.85K	2.65M
Oct 24, 2019	DEBELLIS MARTA	SALE	44.00	382	16.81K	751
Oct 15, 2019	KAMINSKY STEVEN B.	SALE	41.90	4.29K	179.94K	177.52K
Oct 15, 2019	DEBELLIS MARTA	SALE	42.00	515	21.63K	1.13K
Oct 10, 2019	DEBELLIS MARTA	SALE	42.00	412	17.3K	1.65K
Sep 03, 2019	COATES JOSHUA L.	SALE	41.06	5K	205.32K	55.25K
Aug 15, 2019	COATES JOSHUA L.	SALE	41.17	518	21.32K	60.25K
Aug 05, 2019	KAMINER MATTHEW	SALE	39.05	2K	78.09K	34.08K
Aug 01, 2019	COATES JOSHUA L.	SALE	39.76	5K	198.79K	70.25K
Jul 22, 2019	KAMINSKY STEVEN B.	SALE	41.50	5.63K	233.73K	167.25K
Jul 15, 2019	COATES JOSHUA L.	SALE	42.93	10K	429.25K	75.25K
Jul 10, 2019	COATES JOSHUA L.	SALE	45.00	6.95K	312.71K	2.65M
Jul 09, 2019	COATES JOSHUA L.	SALE	44.97	3.05K	137.2K	2.66M
Jul 01, 2019	COATES JOSHUA L.	SALE	42.64	5K	213.19K	85.25K
Jun 24, 2019	COATES JOSHUA L.	SALE	41.41	200	8.28K	90.25K
Jun 24, 2019	KAMINER MATTHEW	SALE	40.73	2K	81.45K	34.08K
Jun 03, 2019	COATES JOSHUA L.	SALE	40.99	1.6K	65.58K	100.25K
May 07, 2019	GOLDSMITH DANIEL TUCKER	PURCHASE	41.85	2.5K	104.63K	7.38K
May 02, 2019	LEVY ELLEN	SALE	42.23	3.56K	150.26K	14.72K
May 01, 2019	COATES JOSHUA L.	SALE	43.00	5K	214.99K	105.25K
Apr 16, 2019	KAMINER MATTHEW	SALE	48.00	5K	240K	27.02K
Apr 15, 2019	KAMINSKY STEVEN B.	SALE	47.60	1.49K	70.73K	155.07K
Apr 12, 2019	KAMINSKY STEVEN B.	SALE	47.51	1.4K	66.56K	155.07K
Apr 05, 2019	THOMPSON KEVIN B	SALE	45.42	4.79K	217.77K	9.26K
Apr 05, 2019	KAMINER MATTHEW	SALE	45.79	15K	686.83K	27.02K
Apr 04, 2019	KAMINSKY STEVEN B.	SALE	45.08	4.83K	217.86K	155.07K
Apr 03, 2019	COATES JOSHUA L.	SALE	46.92	5K	234.59K	110.25K
Apr 03, 2019	KAMINSKY STEVEN B.	SALE	47.51	6.85K	325.62K	159.9K
Apr 01, 2019	KAMINSKY STEVEN B.	SALE	47.65	1.4K	66.72K	159.9K
Jul 16, 2018	KAMINSKY STEVEN B.	SALE	45.16	20K	903.16K	149.69K
Jul 02, 2018	KAMINER MATTHEW	SALE	42.14	7K	294.96K	20.96K
Jun 15, 2018	KAMINER MATTHEW	SALE	45.00	2K	90K	20.96K
May 31, 2018	CONROY WILLIAM M	SALE	42.97	16.83K	723.12K	22.91K
May 23, 2018	COLLINS STEVEN A	SALE	41.51	9.55K	396.49K	0
May 21, 2018	CONROY WILLIAM M	SALE	43.00	173	7.44K	33.02K
May 10, 2018	MACFARLANE MITCH	SALE	43.22	6K	259.32K	35.27K
Apr 20, 2018	MACFARLANE MITCH	SALE	41.50	5K	207.5K	47.27K
Apr 02, 2018	KAMINER MATTHEW	SALE	40.54	5K	202.72K	18.71K
Apr 02, 2018	KAMINSKY STEVEN B.	SALE	40.72	15K	610.74K	146.3K
Mar 08, 2018	CONROY WILLIAM M	SALE	45.88	5.5K	252.36K	33.2K
Feb 26, 2018	COLLINS STEVEN A	SALE	44.20	2.1K	92.82K	0

INST Stock Ownership Breakdown

Instructure

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions