Institutional Holders (2026 Q1)
160 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRAD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Radcliff Management LLC | 100.00% | 13,135,000 | $219.9M |
| 2 | Technology Crossover Management IX, Ltd. | 64.99% | 29,203,147 | $488.9M |
| 3 | Advaya LLP | 15.47% | 1,329,000 | $22.2M |
| 4 | Sellaronda Global Management LP | 7.96% | 725,000 | $12.1M |
| 5 | Greenhouse Funds LLLP | 7.02% | 9,363,864 | $156.8M |
| 6 | Cypress Point Investment Management LP | 6.51% | 1,650,473 | $27.6M |
| 7 | Axon Capital LP | 5.65% | 234,100 | $3.9M |
| 8 | Nixon Capital, LLC | 3.73% | 652,875 | $10.9M |
| 9 | Roubaix Capital, LLC | 2.60% | 333,382 | $5.6M |
| 10 | Spruce House Investment Management LLC | 1.64% | 2,750,000 | $46.0M |
| 11 | Ashford Capital Management Inc | 1.49% | 719,570 | $12.0M |
| 12 | Greycroft LP | 1.49% | 130,000 | $2.2M |
| 13 | Rice Hall James & Associates, LLC | 1.47% | 1,582,182 | $26.5M |
| 14 | AM Investment Strategies LLC | 1.40% | 379,845 | $6.4M |
| 15 | Kingdon Capital Management, L.L.C. | 1.24% | 674,000 | $11.3M |
| 16 | Granahan Investment Management, LLC | 1.17% | 1,439,659 | $24.1M |
| 17 | 1492 Capital Management LLC | 0.74% | 116,658 | $2.0M |
| 18 | Canada Pension Plan Investment Board | 0.74% | 68,171,745 | $1.14B |
| 19 | Stephens Investment Management Group LLC | 0.72% | 3,116,297 | $52.2M |
| 20 | Moody Aldrich Partners LLC | 0.51% | 168,939 | $2.8M |
| 21 | Cambiar Investors LLC | 0.21% | 271,133 | $4.5M |
| 22 | Battery Global Advisors, LLC | 0.16% | 17,800 | $298K |
| 23 | Moody National Bank Trust Division | 0.13% | 80,856 | $1.4M |
| 24 | Penn Capital Management Company, LLC | 0.12% | 94,087 | $1.6M |
| 25 | WASHINGTON TRUST Co | 0.12% | 217,813 | $3.6M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|