Smart Money Radar / Tickers / AMPL

AMPL Software & Services

CROWD: RED Active holders jumped 73 to 69 recently (-5% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
69
of 216 total, index funds excluded
This quarter
+24
28 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2021Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $570M held
FundValueNote
WELLINGTON MANAGEMENT GROUP… $76M
BlackRock, Inc. $69M
VANGUARD PORTFOLIO MANAGEME… $42M
VANGUARD CAPITAL MANAGEMENT… $28M
FMR LLC $23M
SC US (TTGP), LTD. $19M
Baillie Gifford $18M famous whale
Nuveen, LLC $17M
STATE STREET CORP $17M
Steve Cohen $16M famous whale

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.