SAIL / SailPoint, Inc. - Kepemilikan Institusional - Pembeli

SailPoint, Inc.
US ˙ NasdaqGS ˙ US78781P1057

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di SailPoint, Inc. meliputi Norges Bank, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A, LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A, LCLAX - ClearBridge Select Fund Class A, NWCAX - Nuveen Winslow Large-Cap Growth Fund Class A, FBGRX - Fidelity Blue Chip Growth Fund, Marshall Wace, Llp, FRSGX - Franklin Small-mid Cap Growth Fund Class A, Renaissance Technologies Llc, BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A, First Trust Advisors Lp, FPX - First Trust US Equity Opportunities ETF, PSBMX - SmallCap Fund (fka SmallCap Blend Fund) R-3, Interval Partners, LP, Liontrust Investment Partners LLP, IWR - iShares Russell Mid-Cap ETF, Tudor Investment Corp Et Al, Y-Intercept (Hong Kong) Ltd, dan SCHM - Schwab U.S. Mid-Cap ETF .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-06-26 NP FOCSX - Fidelity Small Cap Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 360,050 971.58 6,178 232.51
2025-07-25 NP SCHG - Schwab U.S. Large-Cap Growth ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93,675 1,651
2025-05-30 NP LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 54,368 1,019
2025-08-13 13F Quantbot Technologies LP 20,695 473
2025-08-14 13F Bank Of America Corp /de/ 497,917 28.58 11,382 56.78
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 352,076 690.76 8,048 188.46
2025-08-26 NP FPX - First Trust US Equity Opportunities ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 243,915 5,576
2025-08-27 NP SPAM - Themes Cybersecurity ETF 1,546 35
2025-08-14 13F Verition Fund Management LLC 66,110 1,511
2025-07-18 13F Pinnacle Investment Management Ltd 70,000 1,600
2025-08-15 13F Morgan Stanley 254,851 271.82 5,826 353.31
2025-08-11 13F GW&K Investment Management, LLC 2,528,713 2,081.58 58 2,750.00
2025-06-26 NP FIFNX - Fidelity Founders Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,100 19
2025-08-14 13F T. Rowe Price Investment Management, Inc. 2,516,713 0.67 58 23.91
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2,347 41
2025-08-12 13F Charles Schwab Investment Management Inc 395,836 5.85 9,049 29.05
2025-08-25 NP IPO - Renaissance IPO ETF 65,569 29.96 1,499 58.35
2025-06-25 NP LBGAX - ClearBridge Mid Cap Growth Fund Class A This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69,689 1,196
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 30,711 702
2025-06-26 NP FBGRX - Fidelity Blue Chip Growth Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 566,900 9,728
2025-06-25 NP ACWDX - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 16,827 38.32 289 -57.14
2025-08-19 NP Securian Funds Trust - SFT Ivy Small Cap Growth Fund 60,408 1,381
2025-06-24 NP FRSGX - Franklin Small-mid Cap Growth Fund Class A 512,800 8,800
2025-04-24 NP SLMCX - Columbia Seligman Communications and Information Fund Class A 1,453,311 520.83 34,879 134.88
2025-06-26 NP NWCAX - Nuveen Winslow Large-Cap Growth Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 638,500 10,957
2025-08-13 13F First Trust Advisors Lp 246,990 5,646
2025-08-13 13F Walleye Trading LLC Call 2,000 46
2025-08-13 13F Walleye Trading LLC 9,802 224
2025-08-13 13F Walleye Trading LLC Put 17,800 407
2025-08-26 NP Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 66,600 73.89 1,522 111.98
2025-07-16 13F Essex Financial Services, Inc. 12,210 279
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3,444 79
2025-08-13 13F Loomis Sayles & Co L P 1,849 42
2025-08-14 13F Voya Investment Management Llc 3,913,783 36.87 89,469 66.87
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 22,848 1.42 522 23.70
2025-06-23 NP PSBMX - SmallCap Fund (fka SmallCap Blend Fund) R-3 243,800 4,184
2025-08-15 NP STMGX - American Beacon Stephens Mid-Cap Growth Fund Investor Class 196,882 2.63 4,501 25.14
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 431 10
2025-08-14 13F Macquarie Group Ltd 689 16
2025-08-08 13F SBI Securities Co., Ltd. 811 148.77 19 200.00
2025-07-28 NP VCSTX - Science & Technology Fund 387,703 4.00 6,831 -23.64
2025-08-14 13F Fortress Investment Group LLC 500,000 131.94 11,430 182.85
2025-08-26 NP TRMNX - T. Rowe Price Mid-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,459 79
2025-08-26 NP IWD - iShares Russell 1000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 133,686 3,056
2025-07-30 13F Stephens Investment Management Group LLC 1,513,754 22.27 34,604 49.08
2025-08-12 13F Ci Investments Inc. 117 0
2025-08-14 13F Goldman Sachs Group Inc 817,840 103.20 18,696 147.75
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 605 14
2025-08-12 13F LPL Financial LLC 20,946 93.03 479 135.47
2025-08-14 13F Group One Trading, L.p. 1,230 28
2025-07-25 NP SCHX - Schwab U.S. Large-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 62,761 1,106
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 1,850 42
2025-07-25 NP SCHM - Schwab U.S. Mid-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 161,948 2,854
2025-07-15 13F Public Employees Retirement System Of Ohio 18,666 427
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 4,911 112
2025-09-04 13F/A Advisor Group Holdings, Inc. 12,661 60.65 289 96.60
2025-08-05 13F Bank of New York Mellon Corp 481,908 3,022.38 11,016 3,711.76
2025-08-13 13F MetLife Investment Management, LLC 1,001 23
2025-07-31 13F Washington Trust Advisors, Inc. 95 2
2025-07-24 NP BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,095 10.25 301 -19.09
2025-08-14 13F Royal Bank Of Canada 277,481 353.95 6,343 453.49
2025-06-26 NP FSBDX - Fidelity Series Blue Chip Growth Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93,700 1,608
2025-07-30 NP BUG - Global X Cybersecurity ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,616,064 200.19 46,095 -16.62
2025-08-13 13F Norges Bank 4,912,362 112,297
2025-08-14 13F Mangrove Partners 38,280 875
2025-08-28 NP XSW - SPDR(R) S&P(R) Software & Services ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 158,616 795.28 3,626 226.58
2025-08-14 13F State Street Corp 774,819 211.35 17,712 279.60
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 410 9
2025-08-11 13F Vanguard Group Inc 5,098,414 1.49 116,550 23.73
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 219,898 9.31 5,027 33.28
2025-08-26 NP VVIMX - Voya VACS Index Series MC Portfolio 1,806 41
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 2,877 10.82 66 35.42
2025-08-14 13F Tudor Investment Corp Et Al 196,344 4,488
2025-08-08 13F Geode Capital Management, Llc 1,402,224 27.66 32,061 55.64
2025-07-24 NP FDGRX - Fidelity Growth Company Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 347,934 9.31 6,131 -19.75
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4,923 113
2025-08-14 13F Jane Street Group, Llc Put 51,500 1,177
2025-08-14 13F Jane Street Group, Llc Call 13,100 20.18 299 46.57
2025-07-28 NP VMSGX - Mid Cap Strategic Growth Fund 422,563 2.21 7,446 -24.96
2025-06-25 NP SHGTX - Columbia Seligman Global Technology Fund Class A 259,624 92.67 4,455 -48.20
2025-08-21 NP MXMGX - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 86,732 17.95 1,983 43.83
2025-08-12 13F one8zero8, LLC 50,650 1,158
2025-06-26 NP FDCAX - Fidelity Capital Appreciation Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,000 618
2025-08-14 13F Man Group plc 28,887 161.92 660 220.39
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 72,946 2.52 1,668 24.96
2025-06-25 NP LCLAX - ClearBridge Select Fund Class A This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 852,678 14,632
2025-07-24 NP FSEKX - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 944 214.67 17 128.57
2025-07-22 NP GSMYX - Goldman Sachs Small/Mid Cap Growth Fund Institutional 454,320 42.23 8,005 4.42
2025-08-05 13F Simplex Trading, Llc 8,928 17.07 0
2025-08-26 NP TEXN - iShares Texas Equity ETF 124 3
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 1,200 27
2025-08-19 13F State of Wyoming 1,952 45
2025-07-29 13F Regions Financial Corp 10,631 243
2025-07-24 NP FIDEX - Fidelity SAI Sustainable U.S. Equity Fund 11,339 314.59 200 206.15
2025-08-13 13F NZS Capital, LLC 609,518 562.20 13,934 707.71
2025-06-26 NP BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 110 2
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 2,131 49
2025-05-30 NP LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A 1,044,255 19,580
2025-06-26 NP BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 278,959 4,787
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 2,579 59
2025-08-22 NP WUSAX - Wanger USA 18,865 431
2025-08-14 13F/A Barclays Plc 174,819 0.75 4 0.00
2025-08-13 13F Natixis Advisors, L.p. 101,280 127.33 2
2025-08-13 13F Invesco Ltd. 53,909 1,232
2025-07-24 NP FCGSX - Fidelity Series Growth Company Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 91,300 11.75 1,609 -17.96
2025-07-22 13F Warwick Investment Management, Inc. 10,000 229
2025-08-26 NP RBCGX - Reynolds Blue Chip Growth Fund 1,600 37
2025-05-30 NP HHCAX - Highland Long/Short Healthcare Fund Class A 1,000 19
2025-08-27 13F/A Brinker Capital Investments, LLC 51,753 1,183
2025-08-04 13F Strs Ohio 1,437 33
2025-08-18 13F Wolverine Trading, Llc Call 24,000 546
2025-08-14 13F Citadel Advisors Llc Call 81,500 972.37 1,863 1,211.97
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3,952 90
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 132,564 0.49 2,336 -26.22
2025-08-27 NP VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 870,003 93.33 19,888 135.72
2025-08-12 13F Jpmorgan Chase & Co 30,287 692
2025-07-24 NP FGKFX - Fidelity Growth Company K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 102,360 4.11 1,804 -23.57
2025-08-13 13F Cerity Partners LLC 84,809 1,939
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 119,227 378.48 2,726 483.51
2025-08-14 13F California State Teachers Retirement System 3,792 87
2025-08-12 13F Proequities, Inc. 0 0
2025-07-29 NP PREFX - T. Rowe Price Tax-Efficient Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,439 19.16 219 -12.40
2025-08-14 13F Jain Global LLC 457,907 10.00 10,468 34.11
2025-08-14 13F Citadel Advisors Llc Put 131,700 88.41 3,011 129.77
2025-08-14 13F Soros Fund Management Llc 1,352,235 30.68 30,912 59.33
2025-08-14 13F Susquehanna International Group, Llp Call 138,800 3,173
2025-08-14 13F Mml Investors Services, Llc 8,847 0
2025-07-24 13F Us Bancorp \de\ 16,077 41.49 368 72.30
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 165,623 3,786
2025-08-28 NP IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 205,166 4,690
2025-08-14 13F Bayesian Capital Management, LP 24,400 558
2025-08-12 13F Picton Mahoney Asset Management 32,200 600.00 1
2025-08-15 13F Tower Research Capital LLC (TRC) 955 248.54 22 320.00
2025-08-07 13F Allworth Financial LP 70 2
2025-08-14 13F Millennium Management Llc 1,222,511 745.67 27,947 931.22
2025-08-14 13F Interval Partners, LP 216,315 4,945
2025-08-15 13F Captrust Financial Advisors 21,338 35.90 488 65.65
2025-08-14 13F SummitTX Capital, L.P. 15,222 348
2025-06-26 NP FCPGX - Fidelity Small Cap Growth Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 742,700 392.51 12,745 52.81
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43,421 993
2025-06-26 NP Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 60,043 1,030
2025-08-13 13F Walleye Capital LLC Call 1,800 41
2025-08-08 13F/A Sterling Capital Management LLC 4,002 91
2025-08-19 13F Liontrust Investment Partners LLP 211,412 4,833
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,797,342 2.41 41,087 24.85
2025-08-12 13F Clearbridge Investments, LLC 1,723,449 0.52 39,398 22.56
2025-08-13 13F Walleye Capital LLC 93,423 63.35 2,136 99.16
2025-08-14 13F UBS Group AG 1,908,445 96.24 43,627 139.26
2025-07-24 13F Ronald Blue Trust, Inc. 16,213 371
2025-06-26 NP NWLG - Nuveen Winslow Large-Cap Growth ESG ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,010 120
2025-08-26 NP QLMMIX - ClearBridge Variable Mid Cap Portfolio Class I This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,000 6.52 1,532 29.86
2025-06-26 NP CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A 1,623,587 27,861
2025-08-11 13F Principal Securities, Inc. 501 11
2025-08-13 13F Marshall Wace, Llp 530,957 12,138
2025-08-14 13F Vident Advisory, LLC 43,588 31.16 996 59.87
2025-06-26 NP BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,651 509
2025-08-13 13F Renaissance Technologies Llc 352,800 8,065
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 22,576 516
2025-08-04 13F Amalgamated Bank 3,085 0
2025-08-26 NP PENN SERIES FUNDS INC - Smid Cap Growth Fund 20,918 53.72 478 87.45
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,819,555 64,453
2025-07-31 13F Oppenheimer Asset Management Inc. 46,895 3.33 1,072 26.12
2025-08-28 NP SMMD - iShares Russell 2500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,969 319
2025-08-05 13F Huntington National Bank 64 1
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 1,342 31
2025-08-26 NP PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 276,827 1.28 6,328 23.50
2025-08-12 13F Rhumbline Advisers 45,800 1,047
2025-08-14 13F Mariner, LLC 20,923 6.94 478 30.60
2025-08-14 13F Longaeva Partners L.P. 466,357 33.11 10,661 62.28
2025-08-06 13F Outfitter Financial LLC 14,000 320
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,666 38
2025-08-22 NP LACAX - Columbia Acorn Fund Class A 99,469 2,274
2025-06-30 NP VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 824,911 4,320.51 14,155 1,271.61
2025-08-13 13F New York State Common Retirement Fund 25,000 1
2025-08-26 NP IWS - iShares Russell Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 87,846 2,008
2025-08-18 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 1,356 31
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 241,841 21.08 5,528 47.65
2025-08-12 13F Virtu Financial LLC 16,884 0
2025-08-14 13F Aperture Investors, LLC 1,102,358 140.89 25,200 193.69
2025-08-06 13F Atlantic Union Bankshares Corp 4 0
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 13,128 36.54 300 66.67
2025-08-14 13F Treasurer of the State of North Carolina 28,080 1
2025-05-12 13F Sandy Spring Bank 4 0
2025-07-18 13F Renaissance Capital LLC 65,569 29.96 1,499 58.35
2025-05-27 NP Columbia Seligman Premium Technology Growth Fund, Inc. 56,694 59.17 1,063 -41.66
2025-08-14 13F Lazard Asset Management Llc 80 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 22,000 52.78 503 -44.35
2025-08-14 13F Winton Capital Group Ltd 74,800 1,710
2025-08-22 NP FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,850 225
2025-08-13 13F Northern Trust Corp 246,573 106.49 5,637 151.72
2025-05-28 NP BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,008 75
2025-06-26 NP FBCGX - Fidelity Blue Chip Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 129,449 2,221
2025-08-14 13F Bamco Inc /ny/ 855,893 1.56 19,566 23.83
2025-08-14 13F Balyasny Asset Management Llc 869,026 141.83 19,866 194.86
2025-06-26 NP FSST - Fidelity Sustainability U.S. Equity ETF 561 10
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