Sector: saas
Conviction from: Citrini
52-week range: 31.6457.25
Provides a software-intelligence platform for observability and application performance monitoring, using automation and AI to manage cloud applications and infrastructure.
3 tracked filer(s) hold this · 0 opened, 2 added, 1 trimmed in 30-JUN-2026
Aggregate 13FScore 65 — mean of 3 scored holder(s) · buyers (new/add) avg 60. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 56 | Added +126% | 368,920 | $16,199,277 | 0.1% |
| Paul Tudor Jones / Tudor | 63 | Added +4238% | 286,301 | $12,571,477 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -25% | 1,412,797 | $62,035,916 | 0.1% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-09-16 | SCHEDULE 13D | PICTET ASSET MANAGEMENT SA | 5.0% | Med | filing |
| 2026-09-02 | SCHEDULE 13D | PICTET ASSET MANAGEMENT SA | 5.0% | Med | filing |
| 2026-01-16 | SCHEDULE 13D | PICTET ASSET MANAGEMENT SA | 5.1% | Med | filing |
8 disclosed trade(s) by 1 filer(s).
| 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 | $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 | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $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 | $1,004 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| Report | Date | Stance |
|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | LONG |