| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Xi Capital Ltd Chuang | - | 7,738,839 | 13,208,697 | 10 Jun, 2025 |
| Catalyst Group Vi, L.P. General | - | 0 | 20,120,769 | 09 Jun, 2025 |
| Catalyst Group Vi, L.P. General | - | 0 | 20,120,769 | 09 Jun, 2025 |
| Catalyst Group Vi, L.P. General | - | 0 | 20,120,769 | 09 Jun, 2025 |
| Hossein Razzaghi | Chief Commercial Officer | 709,730 | 0 | 03 Apr, 2026 |
| Hossein Razzaghi | Chief Commercial Officer | 709,730 | 0 | 03 Apr, 2026 |
| Hossein Razzaghi | Chief Commercial Officer | 709,730 | 0 | 03 Apr, 2026 |
| Heath Tarbert | President | 576,168 | 0 | 03 Apr, 2026 |
| Heath Tarbert | President | 576,168 | 0 | 03 Apr, 2026 |
| Heath Tarbert | President | 561,168 | 0 | 15 Apr, 2026 |
| Nikhil Chandhok | Chief Product Tech. Officer | 536,561 | 0 | 03 Apr, 2026 |
| Jeremy Fox-Geen | Chief Financial Officer | 363,726 | 0 | 03 Apr, 2026 |
| Jeremy Fox-Geen | Chief Financial Officer | 363,726 | 0 | 03 Apr, 2026 |
| M Michele Burns | - | 343,538 | 0 | 16 Mar, 2026 |
| Jeremy Allaire | Chairman And Ceo | 294,201 | 0 | 04 Mar, 2026 |
| Jeremy Allaire | Chairman And Ceo | 0 | 265,516 | 02 Mar, 2026 |
| Rajeev V Date | - | 0 | 263,317 | 09 Jun, 2025 |
| Rajeev V Date | - | 0 | 263,317 | 09 Jun, 2025 |
| Rajeev V Date | - | 0 | 263,317 | 09 Jun, 2025 |
| Rajeev V Date | - | 152,328 | 0 | 16 Mar, 2026 |
| Rajeev V Date | - | 152,328 | 0 | 08 Apr, 2026 |
| Rajeev V Date | - | 152,328 | 0 | 08 Apr, 2026 |
| Tamara L Schulz | Chief Accounting Officer | 93,053 | 0 | 03 Apr, 2026 |
| Tamara L Schulz | Chief Accounting Officer | 93,053 | 0 | 03 Apr, 2026 |
| Tamara L Schulz | Chief Accounting Officer | 93,053 | 0 | 03 Apr, 2026 |
| Patrick Sean Neville | - | 0 | 33,568 | 17 Nov, 2025 |
| Patrick Sean Neville | - | 0 | 33,568 | 17 Nov, 2025 |
| Patrick Sean Neville | - | 0 | 33,568 | 17 Nov, 2025 |
| Craig W. Broderick | - | 29,877 | 0 | 20 Aug, 2025 |
| Danita K Ostling | - | 23,790 | 0 | 02 Mar, 2026 |
| Kirk James Koenigsbauer | - | 3,466 | 0 | 17 Mar, 2026 |
| Kirk James Koenigsbauer | - | 3,466 | 0 | 17 Mar, 2026 |
| Kirk James Koenigsbauer | - | 3,466 | 0 | 17 Mar, 2026 |
| Adam Selipsky | - | 1,850 | 0 | 23 Jul, 2025 |
| Adam Selipsky | - | 1,850 | 0 | 23 Jul, 2025 |
| Bradley Horowitz | - | 0 | 961 | 17 Mar, 2026 |
| Bradley Horowitz | - | 0 | 961 | 17 Mar, 2026 |
| Bradley Horowitz | - | 0 | 961 | 17 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Apr, 2026 | Heath Tarbert | Class A Common Stock | D | 900 | $90.00 | 575,268 | D | S |
| 13 Apr, 2026 | Heath Tarbert | Class A Common Stock | D | 600 | $91.35 | 574,668 | D | S |
| 13 Apr, 2026 | Heath Tarbert | Class A Common Stock | D | 556 | $92.79 | 574,112 | D | S |
| 13 Apr, 2026 | Heath Tarbert | Class A Common Stock | D | 3,304 | $94.20 | 570,808 | D | S |
| 13 Apr, 2026 | Heath Tarbert | Class A Common Stock | D | 2,623 | $95.15 | 568,185 | D | S |
| 13 Apr, 2026 | Heath Tarbert | Class A Common Stock | D | 4,764 | $96.14 | 563,421 | D | S |
| 13 Apr, 2026 | Heath Tarbert | Class A Common Stock | D | 1,645 | $97.19 | 561,776 | D | S |
| 13 Apr, 2026 | Heath Tarbert | Class A Common Stock | D | 608 | $97.93 | 561,168 | D | S |
| 06 Apr, 2026 | Rajeev V Date | Class A Common Stock | A | 2,546 | $0.08 | 154,874 | D | M |
| 06 Apr, 2026 | M Michele Burns | Class A Common Stock | D | 1,666 | $92.38 | 341,872 | D | S |
| 06 Apr, 2026 | Rajeev V Date | Class A Common Stock | D | 2,546 | $92.99 | 152,328 | D | S |
| 07 Apr, 2026 | Rajeev V Date | Class A Common Stock | A | 1,273 | $0.08 | 153,601 | D | M |
| 07 Apr, 2026 | Rajeev V Date | Class A Common Stock | D | 1,273 | $95.00 | 152,328 | D | S |
| 06 Apr, 2026 | Rajeev V Date | Stock Option (Right to Buy) | D | 2,546 | $0.00 | 39,468 | D | M |
| 07 Apr, 2026 | Rajeev V Date | Stock Option (Right to Buy) | D | 1,273 | $0.00 | 38,195 | D | M |
| 01 Apr, 2026 | Hossein Razzaghi | Class A Common Stock | D | 1,717 | $95.41 | 709,730 | D | F |
| 01 Apr, 2026 | Heath Tarbert | Class A Common Stock | D | 7,988 | $95.41 | 576,168 | D | F |
| 01 Apr, 2026 | Nikhil Chandhok | Class A Common Stock | D | 3,815 | $95.41 | 536,561 | D | F |
| 01 Apr, 2026 | Tamara L Schulz | Class A Common Stock | D | 1,030 | $95.41 | 94,247 | D | F |
| 01 Apr, 2026 | Patrick Sean Neville | Class A Common Stock | A | 30,000 | - | 30,000 | D | C |