Sector: cybersecurity
Conviction from: NASDAQ
Identity and access management software
4 tracked filer(s) hold this · 0 opened, 2 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 50 — mean of 4 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 |
|---|
| Howard Marks / Oaktree | 70 | Added +398% | 140,919,000 | $140,038,254 | 0.7% |
| Ancora | 42 | Added +58% | 731 | $57,537 | 0.0% |
| George Soros / Soros Fund Mgmt | 31 | Holds (flat) | 10,500,000 | $10,416,000 | 0.1% |
| Bridgewater | 55 | Trimmed -80% | 43,649 | $3,435,613 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-04-20 | Schellhase David | director | 3,712 | $267,408 | Form 4 |
3 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #127 — All Along the AI Watchtower | 2026-07-20 | WATCH |
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | SHORT |