13F QoQ Ownership Changes
UDMY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 42 new · 60 added · 78 reduced · 51 exited
New Positions(42)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 4,377,766 | +4,377,766 | $25.6M | +$25.6M | — |
| MAK CAPITAL ONE LLC | 3,769,762 | +3,769,762 | $22.1M | +$22.1M | — |
| Allianz Asset Management GmbH | 1,234,200 | +1,234,200 | $7.2M | +$7.2M | — |
| SOROS FUND MANAGEMENT LLC | 1,100,000 | +1,100,000 | $6.4M | +$6.4M | — |
| AQR Arbitrage LLC | 976,843 | +976,843 | $5.7M | +$5.7M | — |
| Magnetar Financial LLC | 594,253 | +594,253 | $3.5M | +$3.5M | — |
| ALPINE ASSOCIATES MANAGEMENT INC. | 569,800 | +569,800 | $3.3M | +$3.3M | — |
| Pacer Advisors, Inc. | 458,592 | +458,592 | $2.7M | +$2.7M | — |
| WELLINGTON MANAGEMENT GROUP LLP | 401,000 | +401,000 | $2.3M | +$2.3M | — |
| VARCOV Co. | 317,251 | +317,251 | $1.9M | +$1.9M | — |
| ABC ARBITRAGE SA | 161,881 | +161,881 | $947.0K | +$947.0K | — |
| NATIXIS | 153,600 | +153,600 | $898.6K | +$898.6K | — |
| WATER ISLAND CAPITAL LLC | 135,922 | +135,922 | $795.1K | +$795.1K | — |
| HARVEST MANAGEMENT LLC | 110,000 | +110,000 | $643.5K | +$643.5K | — |
| CREDIT INDUSTRIEL ET COMMERCIAL | 102,400 | +102,400 | $599.0K | +$599.0K | — |
| KRYGER CAPITAL Ltd | 100,000 | +100,000 | $585.0K | +$585.0K | — |
| Polymer Capital Management (US) LLC | 51,008 | +51,008 | $298.4K | +$298.4K | — |
| GUGGENHEIM CAPITAL LLC | 38,266 | +38,266 | $223.9K | +$223.9K | — |
| NewEdge Wealth, LLC | 37,598 | +37,598 | $219.9K | +$219.9K | — |
| Man Group plc | 30,991 | +30,991 | $181.3K | +$181.3K | — |
| EP Wealth Advisors, LLC | 29,373 | +29,373 | $171.8K | +$171.8K | — |
| Swiss Life Asset Management Ltd | 29,010 | +29,010 | $169.7K | +$169.7K | — |
| Jain Global LLC | 19,291 | +19,291 | $112.9K | +$112.9K | — |
| SIMPLEX TRADING, LLC | 15,369 | +15,369 | $89.9K | +$89.9K | — |
| CSS LLC/IL | 15,000 | +15,000 | $87.8K | +$87.8K | — |
| RPO LLC | 13,186 | +13,186 | $77.1K | +$77.1K | — |
| ROYCE & ASSOCIATES LP | 12,016 | +12,016 | $70.3K | +$70.3K | — |
| WINTON GROUP Ltd | 11,800 | +11,800 | $69.0K | +$69.0K | — |
| Versant Capital Management, Inc | 3,868 | +3,868 | $22.6K | +$22.6K | — |
| Allworth Financial LP | 1,316 | +1,316 | $7.7K | +$7.7K | — |
| SUMMIT SECURITIES GROUP LLC | 1,008 | +1,008 | $5.9K | +$5.9K | — |
| IFP Advisors, Inc | 826 | +826 | $5.6K | +$5.6K | — |
| GROUP ONE TRADING LLC | 660 | +660 | $3.9K | +$3.9K | — |
| PenderFund Capital Management Ltd. | 375 | +375 | $2.2K | +$2.2K | — |
| Rockefeller Capital Management L.P. | 328 | +328 | $1.9K | +$1.9K | — |
| Parallel Advisors, LLC | 281 | +281 | $1.6K | +$1.6K | — |
| Cornerstone Financial Management LLC | 95 | +95 | $556 | +$556 | — |
| MAI Capital Management | 72 | +72 | $422 | +$422 | — |
| Transamerica Financial Advisors, LLC | 17 | +17 | $99 | +$99 | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | +16 | $94 | +$94 | — |
| Root Financial Partners, LLC | 8 | +8 | $47 | +$47 | — |
| Dunhill Financial, LLC | 3 | +3 | $16 | +$16 | — |
Added To(60)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| J. Goldman & Co LP | 4,243,340 | +2,701,889 | $24.8M | +$14.0M | 175.3% |
| WESTERLY CAPITAL MANAGEMENT, LLC | 4,000,000 | +1,735,000 | $23.4M | +$7.5M | 76.6% |
| CITIGROUP INC | 683,555 | +670,949 | $4.0M | +$3.9M | 5322.4% |
| D. E. Shaw & Co., Inc. | 1,866,263 | +824,900 | $10.9M | +$3.6M | 79.2% |
| DIMENSIONAL FUND ADVISORS LP | 850,324 | +595,226 | $5.0M | +$3.2M | 233.3% |
| GOLDMAN SACHS GROUP INC | 1,259,701 | +559,755 | $7.4M | +$2.5M | 80.0% |
| Sea Cliff Partners Management, LP | 3,193,686 | +219,968 | $18.7M | -$2.2M | 7.4% |
| ALLIANCEBERNSTEIN L.P. | 847,945 | +434,095 | $5.0M | +$2.1M | 104.9% |
| Balyasny Asset Management L.P. | 347,072 | +294,653 | $2.0M | +$1.7M | 562.1% |
| Qube Research & Technologies Ltd | 252,331 | +218,000 | $1.5M | +$1.2M | 635.0% |
| MILLENNIUM MANAGEMENT LLC | 446,590 | +195,814 | $2.6M | +$854.6K | 78.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 168,400 | +147,200 | $985.1K | +$836.5K | 694.3% |
| VICTORY CAPITAL MANAGEMENT INC | 366,338 | +161,094 | $2.1M | +$704.3K | 78.5% |
| JANE STREET GROUP, LLC | 401,342 | +153,945 | $2.3M | +$613.6K | 62.2% |
| Trexquant Investment LP | 106,411 | +83,487 | $622.5K | +$461.8K | 364.2% |
| XTX Topco Ltd | 193,659 | +81,649 | $1.1M | +$347.7K | 72.9% |
| ProShare Advisors LLC | 69,881 | +53,266 | $408.8K | +$292.3K | 320.6% |
| Creative Planning | 66,432 | +51,321 | $388.6K | +$282.7K | 339.6% |
| Quantinno Capital Management LP | 227,118 | +72,412 | $1.3M | +$244.2K | 46.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 105,774 | +45,574 | $618.8K | +$196.8K | 75.7% |
| WELLS FARGO & COMPANY/MN | 104,605 | +44,164 | $611.9K | +$188.2K | 73.1% |
| State of Wyoming | 92,359 | +41,417 | $540.3K | +$183.2K | 81.3% |
| State of Tennessee, Department of Treasury | 96,182 | +56,124 | $462.6K | +$181.8K | 140.1% |
| DANSKE BANK A/S | 108,053 | +24,759 | $759.6K | +$175.7K | 29.7% |
| Bank of New York Mellon Corp | 385,263 | +87,185 | $2.3M | +$164.3K | 29.2% |
| Swiss National Bank | 163,100 | +4,500 | $954.1K | -$157.7K | 2.8% |
| BARCLAYS PLC | 191,282 | +19,373 | $1.3M | +$139.6K | 11.3% |
| FRANKLIN RESOURCES INC | 108,838 | +37,257 | $636.7K | +$134.9K | 52.0% |
| Squarepoint Ops LLC | 120,791 | +35,159 | $706.6K | +$106.3K | 41.0% |
| Caitong International Asset Management Co., Ltd | 15,154 | +15,138 | $88.7K | +$88.5K | 94612.5% |
| Mirador Capital Partners LP | 35,925 | +17,925 | $210.2K | +$84.0K | 99.6% |
| Invesco Ltd. | 208,851 | +45,976 | $1.2M | +$80.0K | 28.2% |
| FIRST TRUST ADVISORS LP | 221,292 | +48,034 | $1.3M | +$80.0K | 27.7% |
| DARK FOREST CAPITAL MANAGEMENT LP | 35,520 | +17,143 | $207.8K | +$78.6K | 93.3% |
| Legal & General Group Plc | 96,756 | +5,176 | $566.0K | -$76.0K | 5.7% |
| AlphaQuest LLC | 21,604 | +11,338 | $126.4K | +$54.4K | 110.4% |
| MetLife Investment Management, LLC | 53,207 | +1,670 | $311.3K | -$50.0K | 3.2% |
| AMERIPRISE FINANCIAL INC | 140,718 | +16,918 | $823.2K | -$44.6K | 13.7% |
| PANAGORA ASSET MANAGEMENT INC | 200,771 | +27,341 | $1.2M | -$41.2K | 15.8% |
| Tower Research Capital LLC (TRC) | 11,189 | +7,467 | $65.5K | +$39.4K | 200.6% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 87,980 | +10,381 | $514.7K | -$29.3K | 13.4% |
| Cornerstone Investment Partners, LLC | 22,794 | +14 | $133.3K | -$26.3K | 0.1% |
| Bridgewater Associates, LP | 10,313 | +294 | $60.3K | -$9.9K | 2.9% |
| Cornerstone Planning Group LLC | 745 | +600 | $3.6K | -$9.7K | 413.8% |
| Atom Investors LP | 30,831 | +6,319 | $180.4K | +$8.5K | 25.8% |
| Inspire Investing, LLC | 79,674 | +14,325 | $466.1K | +$8.0K | 21.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 27,016 | +3,573 | $158.0K | -$6.3K | 15.2% |
| ALGERT GLOBAL LLC | 1,322,969 | +877,666 | $7.7K | +$4.6K | 197.1% |
| SBI Securities Co., Ltd. | 6,701 | +1,543 | $39.2K | +$3.0K | 29.9% |
| Sterling Capital Management LLC | 655 | +420 | $3.8K | +$2.2K | 178.7% |
| True Wealth Design, LLC | 394 | +353 | $2.3K | +$2.0K | 861.0% |
| ROTHSCHILD INVESTMENT LLC | 373 | +283 | $2.2K | +$1.6K | 314.4% |
| ACADIAN ASSET MANAGEMENT LLC | 292,447 | +236,992 | $1.7K | +$1.3K | 427.4% |
| Farther Finance Advisors, LLC | 229 | +208 | $1.3K | +$1.2K | 990.5% |
| GAMMA Investing LLC | 1,395 | +269 | $8.2K | +$268 | 23.9% |
| SG Americas Securities, LLC | 64,460 | +22,194 | $377 | +$81 | 52.5% |
| Janney Montgomery Scott LLC | 170,149 | +37,806 | $995 | +$67 | 28.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 55,775 | +4,739 | $327 | -$31 | 9.3% |
| NATIONAL BANK OF CANADA /FI/ | 21 | +7 | $123 | +$25 | 50.0% |
| HARBOR CAPITAL ADVISORS, INC. | 28,671 | +3,828 | $168 | -$6 | 15.4% |
Reduced(78)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Insight Holdings Group, LLC | 38,032,260 | 0 | $222.5M | -$44.1M | 0.0% |
| VANGUARD GROUP INC | 9,153,668 | -2,741,917 | $53.5M | -$29.8M | -23.0% |
| Caledonia (Private) Investments Pty Ltd | 13,465,240 | -493,677 | $78.8M | -$19.1M | -3.5% |
| MORGAN STANLEY | 715,922 | -1,307,977 | $4.2M | -$10.0M | -64.6% |
| BlackRock, Inc. | 7,289,070 | -86,388 | $42.6M | -$9.1M | -1.2% |
| FEDERATED HERMES, INC. | 299,786 | -1,102,139 | $1.8M | -$8.1M | -78.6% |
| Assenagon Asset Management S.A. | 4,186,547 | -287,870 | $24.5M | -$6.9M | -6.4% |
| JPMORGAN CHASE & CO | 208,264 | -899,793 | $1.2M | -$6.5M | -81.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,487,535 | -461,671 | $8.7M | -$5.0M | -23.7% |
| UBS Group AG | 1,321,756 | -464,615 | $7.7M | -$4.8M | -26.0% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 329,730 | -504,046 | $1.9M | -$3.9M | -60.5% |
| CITADEL ADVISORS LLC | 408,981 | -468,869 | $2.4M | -$3.8M | -53.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,280,339 | -103,788 | $13.3M | -$3.4M | -4.3% |
| BANK OF AMERICA CORP /DE/ | 165,220 | -452,956 | $966.5K | -$3.4M | -73.3% |
| STATE STREET CORP | 2,056,404 | -121,024 | $12.0M | -$3.2M | -5.5% |
| Cresset Asset Management, LLC | 561,252 | -365,400 | $3.3M | -$3.2M | -39.4% |
| RENAISSANCE TECHNOLOGIES LLC | 429,501 | -345,399 | $2.5M | -$2.9M | -44.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 452,620 | -286,308 | $2.6M | -$2.5M | -38.7% |
| TWO SIGMA ADVISERS, LP | 31,600 | -333,600 | $184.9K | -$2.4M | -91.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 720,473 | -214,906 | $4.2M | -$2.3M | -23.0% |
| Voya Investment Management LLC | 17,579 | -263,028 | $102.8K | -$1.9M | -93.7% |
| Y-Intercept (Hong Kong) Ltd | 158,812 | -215,483 | $929.0K | -$1.7M | -57.6% |
| AQR CAPITAL MANAGEMENT LLC | 727,177 | -91,445 | $4.3M | -$1.5M | -11.2% |
| NORTHERN TRUST CORP | 792,936 | -55,394 | $4.6M | -$1.3M | -6.5% |
| PEAK6 LLC | 26,440 | -177,227 | $154.7K | -$1.3M | -87.0% |
| BNP PARIBAS FINANCIAL MARKETS | 21,314 | -160,711 | $124.7K | -$1.2M | -88.3% |
| LAZARD ASSET MANAGEMENT LLC | 311,107 | -111,045 | $1.8M | -$1.1M | -26.3% |
| Brevan Howard Capital Management LP | 34,763 | -134,906 | $203.4K | -$986.0K | -79.5% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 135,017 | -100,440 | $760.1K | -$890.4K | -42.6% |
| Russell Investments Group, Ltd. | 28,133 | -96,371 | $164.6K | -$708.2K | -77.4% |
| IEQ CAPITAL, LLC | 70,816 | -55,058 | $414.3K | -$468.1K | -43.7% |
| Engineers Gate Manager LP | 264,896 | -22,299 | $1.5M | -$463.6K | -7.8% |
| Nuveen, LLC | 346,241 | 0 | $2.0M | -$401.6K | 0.0% |
| Summit Trail Advisors, LLC | 131,382 | -34,682 | $768.6K | -$395.5K | -20.9% |
| Royal Bank of Canada | 5,600 | -49,410 | $33.0K | -$371.0K | -89.8% |
| Arax Advisory Partners | 330 | -42,688 | $1.9K | -$299.6K | -99.2% |
| Susquehanna Portfolio Strategies, LLC | 50,221 | -32,280 | $293.8K | -$284.5K | -39.1% |
| RHUMBLINE ADVISERS | 117,918 | -20,090 | $689.8K | -$277.6K | -14.6% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 154,662 | -9,736 | $904.8K | -$247.7K | -5.9% |
| Verition Fund Management LLC | 25,242 | -25,008 | $147.7K | -$204.6K | -49.8% |
| DEUTSCHE BANK AG\ | 79,181 | -8,843 | $463.2K | -$153.8K | -10.0% |
| Focus Partners Wealth | 80,519 | -841 | $471.0K | -$99.3K | -1.0% |
| Utah Retirement Systems | 82,450 | 0 | $482.3K | -$95.6K | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,588 | -12,954 | $89.2K | -$95.5K | -45.4% |
| Quantbot Technologies LP | 24,305 | -9,097 | $142.2K | -$92.0K | -27.2% |
| STRS OHIO | 68,100 | 0 | $398.4K | -$79.0K | 0.0% |
| FMR LLC | 12,273 | -8,212 | $71.8K | -$71.8K | -40.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 44,685 | -2,762 | $261.4K | -$71.2K | -5.8% |
| Cerity Partners LLC | 14,134 | -7,184 | $82.7K | -$66.8K | -33.7% |
| STIFEL FINANCIAL CORP | 24,721 | -5,032 | $144.6K | -$64.0K | -16.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 44,400 | -1,199 | $259.7K | -$59.9K | -2.6% |
| Mariner, LLC | 24,651 | -3,406 | $144.1K | -$52.6K | -12.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 40,389 | -269 | $236.3K | -$48.7K | -0.7% |
| JANUS HENDERSON GROUP PLC | 35,900 | 0 | $210.2K | -$41.6K | 0.0% |
| Arizona State Retirement System | 23,167 | -1,004 | $135.5K | -$33.9K | -4.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 27,138 | 0 | $158.8K | -$31.5K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 26,835 | 0 | $157.0K | -$31.1K | 0.0% |
| SHERBROOKE PARK ADVISERS LLC | 25,362 | -222 | $148.4K | -$31.0K | -0.9% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 24,610 | 0 | $144.0K | -$28.5K | 0.0% |
| HighTower Advisors, LLC | 15,780 | -1,414 | $92.3K | -$28.2K | -8.2% |
| OSAIC HOLDINGS, INC. | 7,647 | -1,572 | $44.7K | -$19.8K | -17.1% |
| KLP KAPITALFORVALTNING AS | 16,700 | 0 | $97.7K | -$19.4K | 0.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,903 | 0 | $81.3K | -$16.1K | 0.0% |
| Ameritas Investment Partners, Inc. | 9,103 | 0 | $53.3K | -$10.6K | 0.0% |
| EverSource Wealth Advisors, LLC | 304 | -1,071 | $1.8K | -$7.9K | -77.9% |
| Clearstead Advisors, LLC | 2,266 | -14 | $13.3K | -$2.7K | -0.6% |
| Optiver Holding B.V. | 552 | 0 | $3.2K | -$641 | 0.0% |
| Steward Partners Investment Advisory, LLC | 506 | 0 | $3.0K | -$587 | 0.0% |
| PNC Financial Services Group, Inc. | 48 | -44 | $281 | -$364 | -47.8% |
| GLOBEFLEX CAPITAL L P | 160 | 0 | $936 | -$186 | 0.0% |
| STONERIDGE INVESTMENT PARTNERS LLC | 24,654 | -19,793 | $144 | -$168 | -44.5% |
| CWM, LLC | 27,585 | -16,125 | $161 | -$145 | -36.9% |
| US BANCORP \DE\ | 15 | 0 | $88 | -$17 | 0.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 8,781 | 0 | $51 | -$11 | 0.0% |
| Covestor Ltd | 3,193 | -1,021 | $19 | -$10 | -24.2% |
| State of Alaska, Department of Revenue | 8,028 | 0 | $46 | -$10 | 0.0% |
| Daiwa Securities Group Inc. | 4,100 | 0 | $24 | -$5 | 0.0% |
| AMALGAMATED BANK | 3,004 | -134 | $18 | -$4 | -4.3% |