Smart Money Radar / Tickers / RPD

RPD Software & Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
90
of 242 total, index funds excluded
This quarter
+44
28 out
Conviction
n/a
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 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 · $338M held
FundValueNote
JANA Partners Management, LP $37M
BlackRock, Inc. $36M
VANGUARD PORTFOLIO MANAGEME… $28M
UBS Group AG $17M
VANGUARD CAPITAL MANAGEMENT… $15M
TWO SIGMA INVESTMENTS, LP $12M
STATE STREET CORP $12M
ACADIAN ASSET MANAGEMENT LLC $10M
GEODE CAPITAL MANAGEMENT, L… $8M
MIRAE ASSET GLOBAL ETFS HOL… $8M

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.