Sector: saas
Conviction from: NASDAQCitrini
52-week range: 34.0178.45
Hybrid-cloud and hyperconverged infrastructure software
6 tracked filer(s) hold this · 1 opened, 0 added, 4 trimmed in 30-JUN-2026
Aggregate 13FScore 65 — mean of 6 scored holder(s) · buyers (new/add) avg 56. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 56 | New buy | 998,761 | $50,896,861 | 0.2% |
| Paul Tudor Jones / Tudor | 63 | Holds (flat) | 64,500,000 | $63,629,250 | 0.1% |
| Terry Smith / Fundsmith | 62 | Trimmed -7% | 538,281 | $27,430,800 | 0.2% |
| Howard Marks / Oaktree | 71 | Trimmed -90% | 2,200,000 | $2,484,900 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -2% | 122,900 | $6,262,984 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -96% | 5,500 | $280,280 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
4 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 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 | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| Report | Date | Stance |
|---|
| #127 — All Along the AI Watchtower | 2026-07-20 | LONG |