Cloud monitoring and observability platform
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Louis Bacon / Moore | 56 | New buy | 6,168 | $728,132 | 0.0% |
| Howard Marks / Oaktree | 70 | Added +208% | 23,097,000 | $22,409,862 | 0.1% |
| Ancora | 42 | Added +6% | 213 | $25,145 | 0.0% |
| George Soros / Soros Fund Mgmt | 31 | Trimmed -73% | 101,346 | $11,963,895 | 0.1% |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-05-19 | Maria Elvira Salazar FL27 | BUY | $1,001 - $15,000 | PTR |
| 2026-05-19 | Maria Elvira Salazar FL27 | BUY | $15,001 - $50,000 | PTR |
| 2026-04-14 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $500,001 - $1,000,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $500,001 - $1,000,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| Report | Date | Stance |
|---|---|---|
| #127 — All Along the AI Watchtower | 2026-07-20 | WATCH |
| #124 — State of the Themes: June 2026 | 2026-06-01 | LONG |
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | LONG |
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.