CROWD: RED
Active holders jumped 7 to 10 recently (43% 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
10
of 35 total, index funds excluded
This quarter
+4
1 out
Conviction
n/a
Streak
1q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2023Mar 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)
Top holders
by reported value · $8M held
Fund
Value
Note
CORSAIR CAPITAL MANAGEMENT,…
$3M
VANGUARD CAPITAL MANAGEMENT…
$1M
Corient Private Wealth LLC
$1M
GEODE CAPITAL MANAGEMENT, L…
$470K
BlackRock, Inc.
$414K
T3 Companies, LLC
$395K
fast money
RENAISSANCE TECHNOLOGIES LLC
$288K
VANGUARD FIDUCIARY TRUST CO
$211K
O'SHAUGHNESSY ASSET MANAGEM…
$204K
STATE STREET CORP
$160K
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
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.